Portfolio (Quarterly)
Guide ↗
Precision Wealth Strategies, LLC
· CIK 0001844197| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IIIN | INSTEEL INDS INC | Industrials | 12,386 | $392K | 0.13% | SOLD |
| 22 | ACN | ACCENTURE PLC IRELAND | Technology | 1,350 | $362K | 0.12% | SOLD |
| 23 | BWMN | BOWMAN CONSULTING GROUP LTD | Industrials | 10,934 | $361K | 0.12% | SOLD |
| 24 | SPSM | SPDR SERIES TRUST | — | 5,071 | $238K | 0.08% | SOLD |
| 25 | SPMD | SPDR SERIES TRUST | — | 4,047 | $234K | 0.08% | SOLD |
| 26 | AMSC | AMERICAN SUPERCONDUCTOR CORP | Industrials | 8,137 | $234K | 0.08% | SOLD |
| 27 | — | CYBERARK SOFTWARE LTD | — | 497 | $222K | 0.07% | SOLD |
| 28 | — | ASTRAZENECA PLC | — | 2,376 | $218K | 0.07% | SOLD |
| 29 | NKE | NIKE INC | Consumer Cyclical | 3,413 | $217K | 0.07% | SOLD |
| 30 | ADBE | ADOBE INC | Technology | 615 | $215K | 0.07% | SOLD |
| 31 | SPY | SPDR S&P 500 ETF TR | Financial Services | 298 | $203K | 0.07% | SOLD |
| 32 | CIG | CIA ENERGETICA DE MINAS GERA | Utilities | 63,668 | $127K | 0.04% | SOLD |
Sector Allocation
Technology
22.4%
Industrials
16.8%
Consumer Cyclical
10.5%
Financial Services
10.3%
Communication Services
9.6%
Healthcare
9.2%
Real Estate
8.7%
Basic Materials
7.8%
Consumer Defensive
3.4%
Energy
1.3%