297 is the total number of securities Precision Wealth Strategies, LLC has owned. The longest Precision Wealth Strategies, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC | 12 | 12 | 0.73% | 1.44% | 2.08% | Q4 2020 | Q3 2023 | 12 |
FOXF | FOX FACTORY HLDG CORP | 12 | 12 | 0.48% | 0.90% | 1.48% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION | 12 | 12 | 0.39% | 0.90% | 1.53% | Q4 2020 | Q3 2023 | 12 |
BILL | BILL HOLDINGS INC | 12 | 12 | 0.52% | 0.88% | 1.37% | Q4 2020 | Q3 2023 | 12 |
USB | US BANCORP DEL | 12 | 12 | 0.45% | 0.82% | 2.16% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.29% | 0.69% | 1.22% | Q4 2020 | Q3 2023 | 12 |
AAON | AAON INC | 12 | 12 | 0.30% | 0.56% | 1.14% | Q4 2020 | Q3 2023 | 12 |
IBKR | INTERACTIVE BROKERS GR... | 12 | 12 | 0.27% | 0.52% | 0.94% | Q4 2020 | Q3 2023 | 12 |
SPSC | SPS COMM INC | 12 | 12 | 0.32% | 0.47% | 0.84% | Q4 2020 | Q3 2023 | 12 |
OLLI | OLLIES BARGAIN OUTLET ... | 12 | 12 | 0.29% | 0.46% | 0.63% | Q4 2020 | Q3 2023 | 12 |
BL | BLACKLINE INC | 12 | 12 | 0.28% | 0.44% | 0.62% | Q4 2020 | Q3 2023 | 12 |
FDS | FACTSET RESH SYS INC | 12 | 12 | 0.22% | 0.36% | 0.60% | Q4 2020 | Q3 2023 | 12 |
MKTX | MARKETAXESS HLDGS INC | 12 | 12 | 0.19% | 0.32% | 0.70% | Q4 2020 | Q3 2023 | 12 |
ACIO | ETF SER SOLUTIONS | 11 | 11 | 0.63% | 5.54% | 9.14% | Q4 2020 | Q2 2023 | 11 |
ADME | ETF SER SOLUTIONS | 11 | 11 | 0.78% | 5.25% | 9.42% | Q4 2020 | Q2 2023 | 11 |
MRNA | MODERNA INC | 11 | 11 | 0.56% | 0.87% | 1.46% | Q4 2020 | Q2 2023 | 11 |
NXPI | NXP SEMICONDUCTORS N V | 11 | 11 | 0.28% | 0.63% | 1.13% | Q1 2021 | Q3 2023 | 11 |
GVIP | GOLDMAN SACHS ETF TR | 11 | 11 | 0.27% | 0.58% | 0.89% | Q4 2020 | Q2 2023 | 11 |
MORN | MORNINGSTAR INC | 9 | 2 | 0.32% | 0.44% | 0.66% | Q4 2020 | Q3 2023 | 11 |
QQEW | FIRST TR NAS100 EQ WEI... | 10 | 10 | 0.13% | 1.67% | 3.14% | Q2 2021 | Q3 2023 | 10 |
ATHM | AUTOHOME INC | 10 | 10 | 0.34% | 0.50% | 0.68% | Q4 2020 | Q1 2023 | 10 |
CVS | CVS HEALTH CORP | 10 | 10 | 0.22% | 0.40% | 0.59% | Q1 2021 | Q2 2023 | 10 |
AAAU | GOLDMAN SACHS PHYSICAL... | 7 | 2 | 1.65% | 2.42% | 3.30% | Q1 2021 | Q2 2023 | 9 |
OSCV | ETF SER SOLUTIONS | 9 | 9 | 0.59% | 1.49% | 2.21% | Q4 2020 | Q4 2022 | 9 |
GOOGL | ALPHABET INC | 9 | 9 | 0.23% | 1.01% | 2.60% | Q2 2021 | Q2 2023 | 9 |
HD | HOME DEPOT INC | 9 | 9 | 0.46% | 0.79% | 1.32% | Q4 2020 | Q4 2022 | 9 |
RYAN SPECIALTY HOLDING... | 9 | 9 | 0.47% | 0.72% | 1.00% | Q3 2021 | Q3 2023 | 9 | |
GINN | GOLDMAN SACHS ETF TR | 9 | 9 | 0.23% | 0.54% | 0.86% | Q2 2021 | Q2 2023 | 9 |
SFBS | SERVISFIRST BANCSHARES... | 9 | 9 | 0.34% | 0.47% | 0.64% | Q3 2021 | Q3 2023 | 9 |
COST | COSTCO WHSL CORP NEW | 9 | 9 | 0.23% | 0.43% | 0.75% | Q4 2020 | Q4 2022 | 9 |
LKQ | LKQ CORP | 9 | 9 | 0.21% | 0.41% | 0.53% | Q2 2021 | Q2 2023 | 9 |
DCT | DUCK CREEK TECHNOLOGIE... | 9 | 9 | 0.27% | 0.35% | 0.43% | Q4 2020 | Q4 2022 | 9 |
HEIA | HEICO CORP NEW | 9 | 9 | 0.24% | 0.32% | 0.41% | Q4 2020 | Q4 2022 | 9 |
INS | INTELLIGENT SYS CORP NEW | 9 | 9 | 0.20% | 0.32% | 0.48% | Q4 2020 | Q4 2022 | 9 |
NRC | NATIONAL RESH CORP | 9 | 9 | 0.13% | 0.23% | 0.37% | Q3 2021 | Q3 2023 | 9 |
BELPOINTE PREP LLC | 8 | 8 | 5.63% | 22.28% | 35.57% | Q4 2021 | Q3 2023 | 8 | |
DRSK | ETF SER SOLUTIONS | 8 | 8 | 0.83% | 18.05% | 42.78% | Q4 2020 | Q3 2022 | 8 |
SHV | ISHARES TR | 7 | 1 | 0.33% | 2.44% | 4.73% | Q4 2020 | Q3 2023 | 8 |
COP | CONOCOPHILLIPS | 8 | 8 | 0.49% | 0.92% | 1.34% | Q3 2021 | Q2 2023 | 8 |
EOG | EOG RES INC | 8 | 8 | 0.46% | 0.72% | 1.27% | Q3 2021 | Q2 2023 | 8 |
AVGO | BROADCOM INC | 8 | 8 | 0.41% | 0.66% | 0.99% | Q4 2021 | Q3 2023 | 8 |
SI | SILVERGATE CAP CORP | 8 | 8 | 0.27% | 0.65% | 1.15% | Q4 2020 | Q3 2022 | 8 |
FB | META PLATFORMS INC | 7 | 1 | 0.33% | 0.62% | 1.12% | Q1 2021 | Q3 2023 | 8 |
ACN | ACCENTURE PLC IRELAND | 8 | 8 | 0.42% | 0.61% | 0.99% | Q4 2020 | Q3 2022 | 8 |
AMZN | AMAZON COM INC | 8 | 8 | 0.20% | 0.59% | 1.15% | Q4 2020 | Q3 2022 | 8 |
HPQ | HP INC | 8 | 8 | 0.31% | 0.59% | 0.95% | Q1 2021 | Q4 2022 | 8 |
GS | GOLDMAN SACHS GROUP INC | 8 | 8 | 0.24% | 0.49% | 0.78% | Q2 2021 | Q1 2023 | 8 |
LH | LABORATORY CORP AMER H... | 8 | 8 | 0.30% | 0.40% | 0.51% | Q3 2021 | Q2 2023 | 8 |
CMCSA | COMCAST CORP NEW | 8 | 8 | 0.26% | 0.36% | 0.50% | Q1 2021 | Q4 2022 | 8 |
SQ | SQUARE INC | 8 | 8 | 0.22% | 0.35% | 0.65% | Q1 2021 | Q4 2022 | 8 |
HCA | HCA HEALTHCARE INC | 7 | 1 | 0.23% | 0.34% | 0.52% | Q2 2021 | Q3 2023 | 8 |
ACM | AECOM | 8 | 8 | 0.24% | 0.33% | 0.45% | Q1 2021 | Q4 2022 | 8 |
PG | PROCTER AND GAMBLE CO | 6 | 2 | 0.20% | 0.31% | 0.45% | Q4 2020 | Q4 2022 | 8 |
USPH | U S PHYSICAL THERAPY INC | 8 | 8 | 0.17% | 0.23% | 0.30% | Q1 2021 | Q4 2022 | 8 |
MAX | MEDIAALPHA INC | 8 | 8 | 0.11% | 0.16% | 0.28% | Q1 2021 | Q4 2022 | 8 |
EXPI | EXP WORLD HLDGS INC | 8 | 8 | 0.12% | 0.16% | 0.22% | Q2 2021 | Q1 2023 | 8 |
LLNW | LIMELIGHT NETWORKS INC | 8 | 8 | 0.02% | 0.11% | 0.17% | Q1 2021 | Q4 2022 | 8 |
NOBL | PROSHARES TR | 7 | 7 | 1.39% | 1.93% | 2.93% | Q2 2021 | Q4 2022 | 7 |
SCHG | SCHWAB STRATEGIC TR | 6 | 1 | 0.21% | 1.24% | 3.04% | Q3 2021 | Q3 2023 | 7 |
XLP | SELECT SECTOR SPDR TR | 7 | 7 | 0.73% | 1.06% | 1.46% | Q4 2021 | Q2 2023 | 7 |
MET | METLIFE INC | 7 | 7 | 0.33% | 0.56% | 0.78% | Q2 2021 | Q4 2022 | 7 |
XLV | SELECT SECTOR SPDR TR | 7 | 7 | 0.20% | 0.45% | 0.72% | Q4 2021 | Q2 2023 | 7 |
PROSHARES TR | 7 | 7 | 0.26% | 0.43% | 0.65% | Q1 2022 | Q3 2023 | 7 | |
PAYC | PAYCOM SOFTWARE INC | 7 | 7 | 0.26% | 0.41% | 0.56% | Q4 2020 | Q2 2022 | 7 |
ABBV | ABBVIE INC | 7 | 7 | 0.20% | 0.38% | 0.57% | Q2 2021 | Q4 2022 | 7 |
AVLR | AVALARA INC | 7 | 7 | 0.22% | 0.35% | 0.49% | Q4 2020 | Q2 2022 | 7 |
DOCU | DOCUSIGN INC | 7 | 7 | 0.30% | 0.33% | 0.39% | Q4 2020 | Q2 2022 | 7 |
CMI | CUMMINS INC | 5 | 2 | 0.16% | 0.33% | 0.50% | Q4 2020 | Q4 2022 | 7 |
FCX | FREEPORT-MCMORAN INC | 7 | 7 | 0.24% | 0.33% | 0.42% | Q2 2021 | Q4 2022 | 7 |
KLAC | KLA CORP | 7 | 7 | 0.20% | 0.32% | 0.47% | Q2 2021 | Q4 2022 | 7 |
NCINO INC | 7 | 7 | 0.17% | 0.29% | 0.47% | Q1 2022 | Q3 2023 | 7 | |
NUE | NUCOR CORP | 7 | 7 | 0.16% | 0.29% | 0.48% | Q1 2022 | Q3 2023 | 7 |
IQV | IQVIA HLDGS INC | 7 | 7 | 0.19% | 0.26% | 0.46% | Q2 2021 | Q4 2022 | 7 |
OFLX | OMEGA FLEX INC | 6 | 1 | 0.14% | 0.20% | 0.22% | Q1 2021 | Q4 2022 | 7 |
F | FORD MTR CO DEL | 7 | 7 | 0.11% | 0.18% | 0.30% | Q1 2022 | Q3 2023 | 7 |
QIPT | QUIPT HOME MEDICAL CORP | 7 | 7 | 0.10% | 0.16% | 0.21% | Q2 2021 | Q4 2022 | 7 |
SCHD | SCHWAB STRATEGIC TR | 6 | 6 | 2.88% | 4.72% | 6.89% | Q3 2021 | Q4 2022 | 6 |
SHY | ISHARES TR | 5 | 1 | 0.75% | 2.61% | 7.34% | Q4 2020 | Q4 2022 | 6 |
NTLA | INTELLIA THERAPEUTICS INC | 6 | 6 | 0.35% | 0.73% | 1.11% | Q4 2020 | Q1 2022 | 6 |
MS | MORGAN STANLEY | 6 | 6 | 0.34% | 0.57% | 0.71% | Q2 2021 | Q3 2022 | 6 |
TGT | TARGET CORP | 6 | 6 | 0.29% | 0.55% | 0.74% | Q1 2021 | Q2 2022 | 6 |
WHR | WHIRLPOOL CORP | 6 | 6 | 0.29% | 0.49% | 0.79% | Q1 2021 | Q2 2022 | 6 |
XLE | SELECT SECTOR SPDR TR | 6 | 6 | 0.27% | 0.48% | 0.58% | Q1 2022 | Q2 2023 | 6 |
BLOK | AMPLIFY ETF TR | 6 | 6 | 0.22% | 0.47% | 0.70% | Q1 2021 | Q2 2022 | 6 |
HROW | HARROW HEALTH INC | 6 | 6 | 0.20% | 0.45% | 0.57% | Q4 2020 | Q1 2022 | 6 |
ORLY | OREILLY AUTOMOTIVE INC | 6 | 6 | 0.32% | 0.43% | 0.51% | Q3 2021 | Q4 2022 | 6 |
AMD | ADVANCED MICRO DEVICES... | 5 | 1 | 0.20% | 0.42% | 0.56% | Q4 2021 | Q3 2023 | 6 |
NWSA | NEWS CORP NEW | 5 | 1 | 0.30% | 0.41% | 0.62% | Q2 2021 | Q3 2023 | 6 |
AZPN | ASPEN TECHNOLOGY INC | 6 | 6 | 0.28% | 0.36% | 0.45% | Q4 2020 | Q1 2022 | 6 |
ASPEN TECHNOLOGY INC | 6 | 6 | 0.23% | 0.35% | 0.52% | Q2 2022 | Q3 2023 | 6 | |
TSCO | TRACTOR SUPPLY CO | 6 | 6 | 0.25% | 0.34% | 0.43% | Q3 2021 | Q4 2022 | 6 |
CNBS | AMPLIFY ETF TR | 6 | 6 | 0.14% | 0.34% | 0.52% | Q1 2021 | Q2 2022 | 6 |
HIG | HARTFORD FINL SVCS GRO... | 6 | 6 | 0.23% | 0.33% | 0.41% | Q3 2021 | Q4 2022 | 6 |
RHI | ROBERT HALF INTL INC | 6 | 6 | 0.20% | 0.32% | 0.48% | Q4 2021 | Q1 2023 | 6 |
NTAP | NETAPP INC | 6 | 6 | 0.22% | 0.32% | 0.45% | Q3 2021 | Q4 2022 | 6 |
SNPS | SYNOPSYS INC | 6 | 6 | 0.22% | 0.31% | 0.41% | Q3 2021 | Q4 2022 | 6 |
RF | REGIONS FINANCIAL CORP... | 6 | 6 | 0.19% | 0.29% | 0.38% | Q2 2021 | Q3 2022 | 6 |
FNF | FIDELITY NATIONAL FINA... | 6 | 6 | 0.23% | 0.28% | 0.33% | Q1 2021 | Q2 2022 | 6 |
A | AGILENT TECHNOLOGIES INC | 6 | 6 | 0.18% | 0.28% | 0.36% | Q3 2021 | Q4 2022 | 6 |
CFG | CITIZENS FINL GROUP INC | 6 | 6 | 0.20% | 0.27% | 0.37% | Q2 2021 | Q3 2022 | 6 |
DOV | DOVER CORP | 6 | 6 | 0.20% | 0.27% | 0.38% | Q3 2021 | Q4 2022 | 6 |
PFE | PFIZER INC | 6 | 6 | 0.16% | 0.26% | 0.40% | Q4 2021 | Q1 2023 | 6 |
QCOM | QUALCOMM INC | 4 | 2 | 0.17% | 0.25% | 0.35% | Q4 2020 | Q3 2022 | 6 |
DFH | DREAM FINDERS HOMES INC | 6 | 6 | 0.12% | 0.24% | 0.50% | Q2 2022 | Q3 2023 | 6 |
ETF SER SOLUTIONS | 6 | 6 | 0.17% | 0.22% | 0.33% | Q4 2021 | Q1 2023 | 6 | |
REGN | REGENERON PHARMACEUTICALS | 6 | 6 | 0.17% | 0.22% | 0.30% | Q3 2021 | Q4 2022 | 6 |
GO | GROCERY OUTLET HLDG CORP | 5 | 1 | 0.15% | 0.20% | 0.26% | Q2 2021 | Q4 2022 | 6 |
PWFL | POWERFLEET INC | 6 | 6 | 0.09% | 0.15% | 0.20% | Q4 2020 | Q1 2022 | 6 |
XLU | SELECT SECTOR SPDR TR | 5 | 5 | 1.27% | 1.71% | 2.10% | Q4 2021 | Q4 2022 | 5 |
MPC | MARATHON PETE CORP | 4 | 1 | 0.14% | 0.65% | 1.18% | Q1 2022 | Q2 2023 | 5 |
IWC | ISHARES TR | 5 | 5 | 0.31% | 0.48% | 0.65% | Q2 2021 | Q2 2022 | 5 |
RVLV | REVOLVE GROUP INC | 5 | 5 | 0.24% | 0.40% | 0.65% | Q3 2022 | Q3 2023 | 5 |
STX | SEAGATE TECHNOLOGY HLD... | 5 | 5 | 0.18% | 0.35% | 0.60% | Q3 2021 | Q3 2022 | 5 |
GOOG | ALPHABET INC | 5 | 5 | 0.12% | 0.34% | 0.53% | Q1 2021 | Q1 2022 | 5 |
ADM | ARCHER DANIELS MIDLAND CO | 5 | 5 | 0.17% | 0.34% | 0.52% | Q2 2022 | Q2 2023 | 5 |
LHX | L3HARRIS TECHNOLOGIES INC | 4 | 1 | 0.12% | 0.33% | 0.47% | Q4 2020 | Q1 2022 | 5 |
OPRX | OPTIMIZERX CORP | 5 | 5 | 0.18% | 0.31% | 0.44% | Q1 2021 | Q1 2022 | 5 |
TXN | TEXAS INSTRS INC | 5 | 5 | 0.22% | 0.29% | 0.39% | Q1 2021 | Q1 2022 | 5 |
IT | GARTNER INC | 5 | 5 | 0.21% | 0.29% | 0.36% | Q4 2021 | Q4 2022 | 5 |
GAN | GAN LTD | 5 | 5 | 0.05% | 0.14% | 0.20% | Q1 2021 | Q1 2022 | 5 |
PRPH | PROPHASE LABS INC | 5 | 5 | 0.10% | 0.13% | 0.16% | Q2 2022 | Q2 2023 | 5 |
BITQ | EXCHANGE TRADED CONCEP... | 5 | 5 | 0.04% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
HOLLEY INC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 | |
CAMBER ENERGY INC | 5 | 5 | 0.01% | 0.04% | 0.12% | Q3 2021 | Q3 2022 | 5 | |
IVOL | KRANESHARES TR | 4 | 4 | 1.40% | 4.44% | 9.09% | Q1 2021 | Q4 2021 | 4 |
GSST | GOLDMAN SACHS ETF TR | 3 | 1 | 0.75% | 4.17% | 8.56% | Q1 2022 | Q3 2023 | 4 |
ICSH | ISHARES TR | 4 | 4 | 1.69% | 2.41% | 2.91% | Q1 2021 | Q4 2021 | 4 |
XOM | EXXON MOBIL CORP | 3 | 1 | 0.13% | 0.54% | 0.79% | Q1 2022 | Q2 2023 | 4 |
WY | WEYERHAEUSER CO MTN BE | 4 | 4 | 0.32% | 0.42% | 0.50% | Q1 2022 | Q4 2022 | 4 |
NFLX | NETFLIX INC | 3 | 1 | 0.17% | 0.38% | 0.97% | Q1 2022 | Q3 2023 | 4 |
LOW | LOWES COS INC | 4 | 4 | 0.22% | 0.34% | 0.48% | Q1 2022 | Q4 2022 | 4 |
PYPL | PAYPAL HLDGS INC | 4 | 4 | 0.24% | 0.32% | 0.36% | Q4 2021 | Q3 2022 | 4 |
NCNO | NCINO INC | 4 | 4 | 0.26% | 0.30% | 0.38% | Q4 2020 | Q3 2021 | 4 |
V | VISA INC | 4 | 4 | 0.24% | 0.27% | 0.35% | Q4 2020 | Q3 2021 | 4 |
RJF | RAYMOND JAMES FINL INC | 4 | 4 | 0.24% | 0.26% | 0.30% | Q3 2021 | Q2 2022 | 4 |
GSHD | GOOSEHEAD INS INC | 3 | 1 | 0.19% | 0.26% | 0.37% | Q2 2021 | Q3 2023 | 4 |
MHK | MOHAWK INDS INC | 4 | 4 | 0.15% | 0.25% | 0.36% | Q2 2021 | Q1 2022 | 4 |
OXY | OCCIDENTAL PETE CORP | 4 | 4 | 0.24% | 0.25% | 0.28% | Q1 2022 | Q4 2022 | 4 |
SII | SPROTT INC | 4 | 4 | 0.21% | 0.22% | 0.25% | Q2 2021 | Q1 2022 | 4 |
SHOP | SHOPIFY INC | 4 | 4 | 0.15% | 0.21% | 0.29% | Q3 2021 | Q2 2022 | 4 |
CF | CF INDS HLDGS INC | 4 | 4 | 0.15% | 0.20% | 0.25% | Q1 2022 | Q4 2022 | 4 |
ECOM | CHANNELADVISOR CORP | 4 | 4 | 0.14% | 0.19% | 0.24% | Q3 2021 | Q2 2022 | 4 |
CHEF | CHEFS WHSE INC | 4 | 4 | 0.13% | 0.16% | 0.19% | Q3 2021 | Q2 2022 | 4 |
MINT | PIMCO ETF TR | 3 | 3 | 2.84% | 5.24% | 8.58% | Q1 2023 | Q3 2023 | 3 |
LDUR | PIMCO ETF TR | 3 | 3 | 2.74% | 3.45% | 3.95% | Q1 2023 | Q3 2023 | 3 |
BOND | PIMCO ETF TR | 3 | 3 | 0.74% | 2.74% | 5.12% | Q1 2023 | Q3 2023 | 3 |
KNG | FIRST TR EXCHANGE-TRAD... | 3 | 3 | 0.79% | 2.28% | 3.25% | Q1 2021 | Q3 2021 | 3 |
ETF SER SOLUTIONS | 3 | 3 | 0.38% | 1.85% | 3.74% | Q1 2023 | Q3 2023 | 3 | |
TSLA | TESLA INC | 3 | 3 | 0.49% | 0.53% | 0.60% | Q1 2022 | Q3 2022 | 3 |
QRVO | QORVO INC | 3 | 3 | 0.37% | 0.43% | 0.52% | Q1 2021 | Q3 2021 | 3 |
HF SINCLAIR CORP | 3 | 3 | 0.31% | 0.38% | 0.44% | Q4 2022 | Q2 2023 | 3 | |
AMAT | APPLIED MATLS INC | 2 | 1 | 0.32% | 0.36% | 0.43% | Q1 2021 | Q3 2023 | 3 |
LFUS | LITTELFUSE INC | 3 | 3 | 0.17% | 0.29% | 0.38% | Q1 2022 | Q3 2022 | 3 |
WMT | WALMART INC | 3 | 3 | 0.25% | 0.28% | 0.34% | Q4 2020 | Q2 2021 | 3 |
PSX | PHILLIPS 66 | 2 | 1 | 0.12% | 0.28% | 0.39% | Q1 2022 | Q2 2023 | 3 |
TMO | THERMO FISHER SCIENTIF... | 3 | 3 | 0.21% | 0.27% | 0.37% | Q4 2021 | Q2 2022 | 3 |
ADBE | ADOBE SYSTEMS INCORPOR... | 3 | 3 | 0.17% | 0.26% | 0.32% | Q3 2021 | Q1 2022 | 3 |
CAR | AVIS BUDGET GROUP | 1 | 1 | 0.18% | 0.25% | 0.34% | Q1 2022 | Q1 2023 | 3 |
JBHT | HUNT J B TRANS SVCS INC | 3 | 3 | 0.20% | 0.25% | 0.29% | Q1 2022 | Q3 2022 | 3 |
TSM | TAIWAN SEMICONDUCTOR M... | 3 | 3 | 0.16% | 0.24% | 0.33% | Q1 2022 | Q3 2022 | 3 |
BOTZ | GLOBAL X FDS | 2 | 1 | 0.19% | 0.23% | 0.27% | Q1 2022 | Q4 2022 | 3 |
TTAI | TRIMTABS ETF TR | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2021 | Q3 2021 | 3 |
HSY | HERSHEY CO | 3 | 3 | 0.19% | 0.22% | 0.24% | Q4 2020 | Q2 2021 | 3 |
OSK | OSHKOSH CORP | 3 | 3 | 0.16% | 0.22% | 0.27% | Q1 2022 | Q3 2022 | 3 |
SYF | SYNCHRONY FINANCIAL | 3 | 3 | 0.17% | 0.20% | 0.23% | Q2 2022 | Q4 2022 | 3 |
UNFI | UNITED NAT FOODS INC | 3 | 3 | 0.12% | 0.17% | 0.24% | Q4 2021 | Q2 2022 | 3 |
HPE | HEWLETT PACKARD ENTERP... | 3 | 3 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q2 2022 | 3 |
LLNW | LIMELIGHT NETWORKS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
HYS | PIMCO ETF TR | 2 | 2 | 2.78% | 3.17% | 3.55% | Q1 2023 | Q2 2023 | 2 |
XLRE | SELECT SECTOR SPDR TR | 2 | 2 | 1.95% | 2.90% | 3.86% | Q3 2021 | Q4 2021 | 2 |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 2.48% | 2.60% | 2.72% | Q2 2021 | Q3 2023 | 2 |
IGSB | ISHARES TR | 2 | 2 | 1.15% | 2.39% | 3.63% | Q2 2023 | Q3 2023 | 2 |
FIRST TR EXCHANGE-TRAD... | 2 | 2 | 2.31% | 2.33% | 2.35% | Q1 2023 | Q2 2023 | 2 | |
QQQ | INVESCO QQQ TR | 2 | 2 | 1.78% | 2.26% | 2.75% | Q4 2020 | Q1 2021 | 2 |
LITMAN GREGORY FDS TR | 2 | 2 | 1.75% | 1.78% | 1.81% | Q1 2023 | Q2 2023 | 2 | |
SCHW | SCHWAB CHARLES CORP | 2 | 2 | 1.25% | 1.26% | 1.27% | Q1 2023 | Q2 2023 | 2 |
VPU | VANGUARD WORLD FDS | 2 | 2 | 0.71% | 0.91% | 1.12% | Q4 2020 | Q1 2021 | 2 |
VDC | VANGUARD WORLD FDS | 2 | 2 | 0.69% | 0.90% | 1.10% | Q4 2020 | Q1 2021 | 2 |
ON | ON SEMICONDUCTOR CORP | 2 | 2 | 0.39% | 0.48% | 0.57% | Q2 2022 | Q3 2022 | 2 |
VGT | VANGUARD WORLD FDS | 2 | 2 | 0.43% | 0.45% | 0.46% | Q4 2020 | Q1 2021 | 2 |
AMT | AMERICAN TOWER CORP NEW | 2 | 2 | 0.37% | 0.39% | 0.42% | Q4 2020 | Q1 2021 | 2 |
COG | COTERRA ENERGY INC | 2 | 2 | 0.38% | 0.38% | 0.39% | Q1 2023 | Q2 2023 | 2 |
CHRW | C H ROBINSON WORLDWIDE... | 2 | 2 | 0.25% | 0.38% | 0.50% | Q2 2022 | Q3 2022 | 2 |
BATH & BODY WORKS INC | 2 | 2 | 0.31% | 0.34% | 0.38% | Q3 2021 | Q4 2021 | 2 | |
JBL | JABIL INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q3 2023 | 2 |
VIST | VISTA ENERGY S.A.B. DE... | 1 | 1 | 0.28% | 0.32% | 0.37% | Q4 2022 | Q2 2023 | 2 |
NKE | NIKE INC | 1 | 1 | 0.13% | 0.31% | 0.49% | Q4 2020 | Q1 2022 | 2 |
TT | TRANE TECHNOLOGIES PLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q1 2021 | Q2 2021 | 2 |
BXC | BLUELINX HLDGS INC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q2 2022 | Q3 2022 | 2 |
INTC | INTEL CORP | 2 | 2 | 0.19% | 0.30% | 0.40% | Q1 2022 | Q2 2022 | 2 |
DQ | DAQO NEW ENERGY CORP | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2022 | Q3 2022 | 2 |
LRCX | LAM RESEARCH CORP | 2 | 2 | 0.27% | 0.29% | 0.31% | Q1 2021 | Q2 2021 | 2 |
LHCG | LHC GROUP INC | 2 | 2 | 0.23% | 0.27% | 0.30% | Q1 2022 | Q2 2022 | 2 |
LMT | LOCKHEED MARTIN CORP | 2 | 2 | 0.24% | 0.25% | 0.26% | Q1 2021 | Q2 2021 | 2 |
LIT | GLOBAL X FDS | 2 | 2 | 0.19% | 0.24% | 0.30% | Q1 2022 | Q2 2022 | 2 |
CBRE | CBRE GROUP INC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q1 2022 | Q2 2022 | 2 |
BMY | BRISTOL-MYERS SQUIBB CO | 2 | 2 | 0.19% | 0.24% | 0.29% | Q2 2021 | Q3 2021 | 2 |
BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
KR | KROGER CO | 1 | 1 | 0.13% | 0.23% | 0.32% | Q1 2022 | Q1 2023 | 2 |
SLB | SCHLUMBERGER LTD | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2022 | Q4 2022 | 2 |
KMX | CARMAX INC | 1 | 1 | 0.16% | 0.21% | 0.27% | Q3 2021 | Q3 2023 | 2 |
GLW | CORNING INC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q1 2021 | Q2 2021 | 2 |
WRB | BERKLEY W R CORP | 2 | 2 | 0.20% | 0.21% | 0.23% | Q3 2022 | Q4 2022 | 2 |
BLDR | BUILDERS FIRSTSOURCE INC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q2 2022 | Q3 2022 | 2 |
FITB | FIFTH THIRD BANCORP | 2 | 2 | 0.20% | 0.20% | 0.21% | Q1 2021 | Q2 2021 | 2 |
AES | AES CORP | 2 | 2 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q2 2021 | 2 |
PSA | PUBLIC STORAGE | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
COIN | COINBASE GLOBAL INC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2021 | Q4 2021 | 2 |
UBER | UBER TECHNOLOGIES INC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
MU | MICRON TECHNOLOGY INC | 1 | 1 | 0.14% | 0.18% | 0.22% | Q2 2021 | Q1 2022 | 2 |
BLCN | SIREN ETF TR | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2021 | Q4 2021 | 2 |
ASML | ASML HOLDING N V | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
MELI | MERCADOLIBRE INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
MOS | MOSAIC CO NEW | 1 | 1 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2022 | 2 |
TSN | TYSON FOODS INC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q2 2022 | 2 |
MRO | MARATHON OIL CORP | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
OLO | OLO INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 2 |
NEOS ETF TRUST | 1 | 1 | 5.62% | 5.62% | 5.62% | Q3 2023 | Q3 2023 | 1 | |
GLD | SPDR GOLD TR | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2020 | Q4 2020 | 1 |
KNG | ETF SER SOLUTIONS | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2020 | Q4 2020 | 1 |
VIOV | VANGUARD ADMIRAL FDS INC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2021 | Q2 2021 | 1 |
QABA | FIRST TR NASDAQ ABA CM... | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2021 | Q2 2021 | 1 |
XOP | SPDR SER TR | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2021 | Q2 2021 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 | |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
VBR | VANGUARD INDEX FDS | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2022 | Q1 2022 | 1 |
GEM | GOLDMAN SACHS ETF TR | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2021 | Q2 2021 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
CHE | CHEMED CORP NEW | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
PIMCO ETF TR | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 | |
ADI | ANALOG DEVICES INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
ORCL | ORACLE CORP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
FNDF | SCHWAB STRATEGIC TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
EFA | ISHARES TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
VRT | VERTIV HOLDINGS CO | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
NTNX | NUTANIX INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
CARR | CARRIER GLOBAL CORPORA... | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
CELH | CELSIUS HLDGS INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
ITB | ISHARES TR | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
LEN | LENNAR CORP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
PXD | PIONEER NAT RES CO | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
LB | L BRANDS INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2021 | Q2 2021 | 1 |
WING | WINGSTOP INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
IPG | INTERPUBLIC GROUP COS INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
BKR | BAKER HUGHES COMPANY | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
MDT | MEDTRONIC PLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
KNSL | KINSALE CAP GROUP INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
ANET | ARISTA NETWORKS INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
CRM | SALESFORCE INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
NU HLDGS LTD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 | |
RCL | ROYAL CARIBBEAN GROUP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
COTY | COTY INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
ABC | AMERISOURCEBERGEN CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
PHM | PULTE GROUP INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
ALLE | ALLEGION PLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
MCD | MCDONALDS CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
POWL | POWELL INDS INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
PH | PARKER-HANNIFIN CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
PFG | PRINCIPAL FINANCIAL GR... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
PKB | INVESCO EXCHANGE TRADE... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
TDW | TIDEWATER INC NEW | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
PINS | PINTEREST INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
CI | CIGNA CORP NEW | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
FDM | FIRST TR DOW JONES SEL... | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
IDCC | INTERDIGITAL INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
CRWD | CROWDSTRIKE HLDGS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
VALE | VALE S A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
WDC | WESTERN DIGITAL CORP. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
PPC | PILGRIMS PRIDE CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
SPGI | S&P GLOBAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
CIBR | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
HII | HUNTINGTON INGALLS IND... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
SE | SEA LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
BGSF | BG STAFFING INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
IONQ INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 | |
MCK | MCKESSON CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
MGM | MGM RESORTS INTERNATIONAL | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
APA | APA CORPORATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
IAC | IAC INTERACTIVECORP NEW | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
OKTA | OKTA INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
BGSF | BGSF INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
FANG | DIAMONDBACK ENERGY INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
VLO | VALERO ENERGY CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
MRVL | MARVELL TECHNOLOGY INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
DVN | DEVON ENERGY CORP NEW | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
HAL | HALLIBURTON CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
EXPD | EXPEDITORS INTL WASH INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
PWR | QUANTA SVCS INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
CVX | CHEVRON CORP NEW | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
OSCR | OSCAR HEALTH INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
REDWOOD TR INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 | |
BTBT | BIT DIGITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
USB | US BANCORP DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
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The securities at the top of the list , including APPLE INC, FOX FACTORY HLDG CORP, and NVIDIA CORPORATION, are the highest-conviction holdings of Precision Wealth Strategies, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Precision Wealth Strategies, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Precision Wealth Strategies, LLC owns currently or has owned in the past.