Precision Wealth Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Saint Louis, MO
CIK
0001844197
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 90 102,910 BELPOINTE PREP LLC, CSHI, MINT, GSST RESTATEMENT 2/13/2024 000176538024000080
Q3 2023 83 92,207 BELPOINTE PREP LLC, MINT, GSST, CSHI 13F-HR 10/31/2023 000176538023000191
Q2 2023 64 61,082 BELPOINTE PREP LLC, GSST, MINT, SHV 13F-HR 8/9/2023 000176538023000166
Q1 2023 72 63,754 BELPOINTE PREP LLC, SHV, HYS, GSST 13F-HR 5/4/2023 000176538023000098
Q4 2022 107 95,926 BELPOINTE PREP LLC, SCHD, ACIO, ADME 13F-HR 2/7/2023 000176538023000020
Q3 2022 127 113,412 BELPOINTE PREP LLC, ACIO, SCHD, ADME 13F-HR 10/25/2022 000176538022000132
Q2 2022 147 127,129 BELPOINTE PREP LLC, SCHD, ACIO, ADME 13F-HR 7/14/2022 000176538022000092
Q1 2022 174 168,466 BELPOINTE PREP LLC, DRSK, ACIO, ADME 13F-HR 5/4/2022 000176538022000060
Q4 2021 128 138,750 DRSK, BELPOINTE PREP LLC, ACIO, ADME 13F-HR 1/18/2022 000176538022000003
Q3 2021 119 129,345 DRSK, ADME, ACIO, XLRE 13F-HR 11/2/2021 000176538021000105
Q2 2021 113 116,209 DRSK, ADME, ACIO, IVOL 13F-HR 7/22/2021 000176538021000075
Q1 2021 88 103,932 DRSK, IVOL, ACIO, ADME 13F-HR 4/26/2021 000176538021000043
Q4 2020 57 92,167 DRSK, ADME, ACIO, SHY 13F-HR 4/26/2021 000176538021000042
Additional filings from Precision Wealth Strategies, LLC that have since been restated