Managed by Precision Wealth Strategies, Llc • Latest filing Q3 2023
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $22.7M | 241.7K | 0.00% | — |
| 2 | ? N/A — | $20.8M | 241.7K | 0.00% | — |
| 3 | ? N/A — | $20.7M | 241.7K | 0.00% | — |
| 4 | ? N/A — | $18.6M | 241.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $17.9M |
| 358.4K |
| 0.00% |
| — |
| 6 | P PDI — | $7.9M | 79.0K | 0.00% | — |
| 7 | G GSCE — | $7.9M | 158.1K | 0.00% | — |
| 8 | P PDI — | $7.5M | 74.8K | 0.00% | — |
| 9 | G GSCE — | $6.8M | 135.2K | 0.00% | — |
| 10 | ? N/A — | $5.2M | 221.2K | 0.00% | — |
| 11 | ? N/A — | $5.2M | 103.9K | 0.00% | — |
| 12 | P PDI — | $4.7M | 53.7K | 0.00% | — |
| 13 | ? N/A — | $3.4M | 142.3K | 0.00% | — |
| 14 | P PDI — | $3.4M | 35.9K | 0.00% | — |
| 15 | I IAU — | $3.3M | 67.1K | 0.00% | — |
| 16 | I IAU — | $3M | 27.3K | 0.00% | — |
| 17 | G GSCE — | $2.7M | 53.3K | 0.00% | — |
| 18 | S | $2.6M | 46.8K | 0.00% | — |
| 19 | P PDI — | $2.6M | 26.2K | 0.00% | — |
| 20 | I IAU — | $2.6M | 23.4K | 0.00% | — |