Precision Wealth Strategies, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$131M
Signature - Title
Madeline Hedges - Chief Compliance Officer
Location
Saint Louis, MO
Summary
This page shows a list of all the recent 13F filings made by Precision Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Precision Wealth Strategies, LLC reported 101 stock holdings with total value $131M as of Q1 2025. Top holdings included OZ, PYLD, NVDA, SCHG, and CSHI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 101 $131M +$22.6M -$13.2M +$9.34M OZ, PYLD, NVDA, SCHG, CSHI 13F-HR 4/17/2025, 01:20 PM
Q4 2024 109 $129M +$32.3M -$15.6M +$16.8M OZ, PYLD, NVDA, CSHI, MINT 13F-HR 1/24/2025, 09:59 AM
Q3 2024 106 $108M +$16.2M -$10.4M +$5.82M OZ, PYLD, NVDA, MINT, CSHI 13F-HR 10/21/2024, 05:03 PM
Q2 2024 103 $96.8M +$15.4M -$21.7M -$6.31M OZ, PYLD, MINT, CSHI, JAAA 13F-HR 8/5/2024, 10:04 AM
Q1 2024 99 $102M +$33.6M -$37M -$3.42M OZ, PYLD, CSHI, MINT, JAAA 13F-HR 5/1/2024, 05:27 PM
Q4 2023 90 $103M +$23.2M -$14.3M +$8.92M OZ, CSHI, MINT, GSST, JUCY Restatement 2/13/2024, 09:14 AM
Q3 2023 110 $92.2M +$48.1M -$16.4M +$31.8M OZ, MINT, GSST, CSHI, BOND 13F-HR 10/31/2023, 03:54 PM
Q2 2023 64 $61.1M +$4.96M -$3.89M +$1.07M OZ, GSST, MINT, SHV, LDUR 13F-HR 8/9/2023, 03:30 PM
Q1 2023 72 $63.8M +$15.5M -$19.1M -$3.61M OZ, SHV, HYS, GSST, MINT 13F-HR 5/4/2023, 02:49 PM
Q4 2022 107 $95.9M +$4.35M -$15.7M -$11.3M OZ, SCHD, ACIO, ADME, AAAU 13F-HR 2/7/2023, 12:58 PM
Q3 2022 116 $109M +$11.7M -$11.8M -$105K OZ, ACIO, SCHD, ADME, AAAU 13F-HR 10/25/2022, 02:54 PM
Q2 2022 146 $127M +$17.7M -$22.6M -$4.94M OZ, SCHD, ACIO, ADME, NOBL 13F-HR 7/14/2022, 09:26 AM
Q1 2022 174 $168M +$60.2M -$11.5M +$48.7M OZ, DRSK, ACIO, ADME, SCHD 13F-HR 5/4/2022, 11:41 AM
Q4 2021 128 $139M +$27.9M -$20.2M +$7.7M DRSK, OZ, ACIO, ADME, SCHD 13F-HR 1/18/2022, 05:17 PM
Q3 2021 118 $129M +$38.2M -$24.6M +$13.6M DRSK, ADME, ACIO, XLRE, SCHD 13F-HR 11/2/2021, 09:52 AM
Q2 2021 112 $116M +$27.7M -$19.6M +$8.09M DRSK, ADME, ACIO, IVOL, KNG 13F-HR 7/22/2021, 11:15 AM
Q1 2021 86 $104M +$34.2M -$23.7M +$10.5M DRSK, IVOL, ACIO, ADME, KNG 13F-HR 4/26/2021, 03:20 PM
Q4 2020 57 $92.2M DRSK, ADME, ACIO, SHY, SHV 13F-HR 4/26/2021, 03:18 PM