Precision Wealth Strategies, LLC
Precision Wealth Strategies, LLC is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 2018 and serves a variety of clients, primarily individuals (both high net worth and non-high net worth), as well as pension and profit sharing plans, charitable organizations, and corporations. With 13 employees, over half of whom are investment professionals, Precision Wealth Strategies delivers personalized investment management and guidance.
Investment Strategy
Precision Wealth Strategies, LLC focuses on providing customized investment management services with an emphasis on serving individual investors and high net worth clients. The firm utilizes a discretionary management approach, constructing diversified portfolios tailored to clients’ goals and risk profiles. Their investment philosophy centers on long-term growth, with holdings in both equities and alternative assets, primarily employing fundamental analysis to select positions across a range of sectors. They maintain close relationships with clients to regularly rebalance portfolios and address complex financial needs.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 12.43% | $38.3M | 62,553 | $568.03 | $612.38 | -$136.5K |
O OZ | BELPOINTE PREP LLC | 5.13% | $15.8M | 246,962 | $98.31 | $64.00 | +$191.5K |
P PYLD | PIMCO ETF TR | 3.50% | $10.8M | 401,486 | $25.73 | $26.84 | +$1.1M |
B BSV | VANGUARD BD INDEX FDS | 3.39% | $10.4M | 132,396 | $78.70 | $78.91 | -$1.2M |
I IEFA | ISHARES TR | 2.92% | $9.0M | 103,114 | $83.23 | $87.31 | -$405.0K |