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  Name: Precision Wealth Strategies LLC
  City: SAINT LOUIS
  State: MO
  Zip: 63109
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $105,797,000
  Total Value Change : $2,888,000
  Securities Held Change : 10
   
All Securities Held : 100
  New Positions : 31
  Closed Positions : 22
  Increased Positions : 29
  Unchanged Positions : 4
  Decreased Positions : 36

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (OZ)1 Year Chart         OZ Belpointe Prep, Llc 1 - $0.00 $14,695,000 241,329 13.89% -3,948,000 0 16.197    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 28 - $82.25 $718,000 8,533 0.68% 55,000 0 0.002    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 40 - $336.86 $483,000 1,432 0.46% 49,000 0 0.001    Closed - End Fund - E...
   (F)1 Year Chart         F Ford Motor Co 96 - $12.50 $159,000 11,988 0.15% 13,000 0 0    Auto Manufacturers

      4 Records Found
  1    
Page 1 of 1
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