| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 2.1% |
| NVIDIA CORPORATION | 15 | Q2 2024 | 3.4% |
| MICROSOFT CORP | 15 | Q2 2024 | 2.0% |
| FOX FACTORY HLDG CORP | 15 | Q2 2024 | 1.5% |
| US BANCORP DEL | 15 | Q2 2024 | 2.2% |
| AAON INC | 15 | Q2 2024 | 1.1% |
| INTERACTIVE BROKERS GROUP IN | 15 | Q2 2024 | 0.9% |
| SPS COMM INC | 15 | Q2 2024 | 0.8% |
| OLLIES BARGAIN OUTLET HLDGS | 15 | Q2 2024 | 0.6% |
| BLACKLINE INC | 15 | Q2 2024 | 0.6% |
View Precision Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-05 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-05-01 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-25 |
View Precision Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.