Precision Wealth Strategies, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844197
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$331.8M
Holdings
170
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Precision Wealth Strategies, LLC disclosed 170 positions worth $331.8M in its Form 13F-HR for Q2 2026, followed by $MU and $MAR. During the quarter the fund opened 38 new positions and exited 24 — including a new stake in $SNDK and a full exit from $NEM. The portfolio is most concentrated in Other (39.4% of disclosed assets). All figures are sourced directly from Precision Wealth Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1844197.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS - S&P 5
9.9% weight
Held 5 quarters
$MAR3.7% weight
Held 5 quarters
$OZ3.2% weight
Held 10 quarters
PIMCO ETF TR - MULTISECTOR
3.2% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
2.5% weight
Held 5 quarters
$WMT6 quarters accumulating
$MAR4 quarters accumulating
$BITB4 quarters accumulating
$WDC3 quarters accumulating
$RTX3 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsConsumer DiscretionaryFinancialsMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$32.8M47,801 sh- 86.2#4
Quality
$14.5M12,584 sh - 61.7#757
Quality
$12.4M33,481 sh - 29.1
Quality
$10.6M235,002 sh PIMCO ETF TR - MULTISECTOR BD
—Quality
$10.6M401,260 shSPDR SERIES TRUST - ST STR BLO 1 ETF
—Quality
$8.3M90,551 sh- 80.7
Quality
$7.7M12,016 sh - 87.7
Quality
$7.6M3,335 sh - 78.2
Quality
$7.3M20,475 sh ISHARES TR - CORE MSCI EAFE
—Quality
$7.0M72,498 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $32.8M | 47,801 |
 MICRON TECHNOLOGY INC$MU | 86.2#4 | $14.5M | 12,584 |
| MARRIOTT INTERNATIONAL INC /MD/$MAR | 61.7#757 | $12.4M | 33,481 |
| Belpointe PREP, LLC$OZ | 29.1 | $10.6M | 235,002 |
| PIMCO ETF TR - MULTISECTOR BD | — | $10.6M | 401,260 |
| SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $8.3M | 90,551 |
| WESTERN DIGITAL CORP$WDC | 80.7 | $7.7M | 12,016 |
 Sandisk Corp$SNDK | 87.7 | $7.6M | 3,335 |
 Alphabet Inc.$GOOG | 78.2 | $7.3M | 20,475 |
| ISHARES TR - CORE MSCI EAFE | — | $7.0M | 72,498 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Precision Wealth Strategies, LLC's 170 positions.
Showing top 10 of 170 holdings.
Sector Allocation
Other
$130.6M
Technology
$74.2M
Industrials
$30.4M
Consumer Discretionary
$26.1M
Financials
$20.0M
Materials
$16.6M
Healthcare
$15.6M
Real Estate
$10.6M
Full Holdings — Precision Wealth Strategies, LLC (Q2 2026)
All 170 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $32.8M | 9.9% | -2% | — |
| 2 | $MU | MICRON TECHNOLOGY INC | $14.5M | 4.4% | -3% | 86.2 |
| 3 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $12.4M | 3.7% | +27% | 61.7 |
| 4 | $OZ | Belpointe PREP, LLC | $10.6M | 3.2% | -2% | 29.1 |
| 5 | — | PIMCO ETF TR - MULTISECTOR BD | $10.6M | 3.2% | -11% | — |
| 6 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $8.3M | 2.5% | -35% | — |
| 7 | $WDC | WESTERN DIGITAL CORP | $7.7M | 2.3% | +64% | 80.7 |
| 8 | $SNDK | Sandisk Corp | $7.6M | 2.3% | NEW | 87.7 |
| 9 | $GOOG | Alphabet Inc. | $7.3M | 2.2% | +14% | 78.2 |
| 10 | — | ISHARES TR - CORE MSCI EAFE | $7.0M | 2.1% | -1% | — |
| 11 |  $GLW | CORNING INC /NY | $6.8M | 2.1% | NEW | 73.7 |
| 12 |  $CAT | CATERPILLAR INC | $6.8M | 2.0% | +16% | 66.5 |
| 13 |  $LRCX | LAM RESEARCH CORP | $6.5M | 1.9% | -1% | 79.4 |
| 14 |  $META | Meta Platforms, Inc. | $6.2M | 1.9% | -11% | 79.6 |
| 15 | — | NEOS ETF TRUST - NEOS ENH INC 1-3 | $6.1M | 1.9% | -28% | — |
| 16 | — | ANGEL OAK FUNDS TRUST - OAK ULTRASHORT | $6.1M | 1.8% | -28% | — |
| 17 |  $NVDA | NVIDIA CORP | $6.0M | 1.8% | -2% | 85.9 |
| 18 | — | ISHARES TR - HDG MSCI EAFE | $5.5M | 1.7% | +2% | — |
| 19 |  $CSCO | CISCO SYSTEMS, INC. | $4.9M | 1.5% | -0% | 70.3 |
| 20 |  $JNJ | JOHNSON & JOHNSON | $4.6M | 1.4% | +22% | 69 |
| 21 | $RTX | RTX Corp | $4.4M | 1.3% | +22% | 73.2 |
| 22 | — | ANGEL OAK FUNDS TRUST - INCOME ETF | $4.3M | 1.3% | -9% | — |
| 23 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $3.9M | 1.2% | -10% | — |
| 24 | $WMT | Walmart Inc. | $3.8M | 1.1% | +4% | 60.2 |
| 25 | — | ISHARES TR - CORE S&P SCP ETF | $3.5M | 1.1% | -5% | — |
| 26 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $3.2M | 0.9% | -9% | — |
| 27 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $3.0M | 0.9% | -1% | — |
| 28 |  $AAPL | Apple Inc. | $3.0M | 0.9% | -1% | 76.4 |
| 29 |  $SCCO | SOUTHERN COPPER CORP/ | $2.8M | 0.9% | +1% | 83.1 |
| 30 | — | VANGUARD INDEX FDS - VALUE ETF | $2.6M | 0.8% | -3% | — |
| 31 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | $2.5M | 0.7% | NEW | — |
| 32 | — | ISHARES INC - CORE MSCI EMKT | $2.4M | 0.7% | -5% | — |
| 33 | — | ISHARES TR - CORE S&P500 ETF | $2.3M | 0.7% | -20% | — |
| 34 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $2.2M | 0.7% | -51% | — |
| 35 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $2.2M | 0.7% | -13% | — |
| 36 |  $MSFT | MICROSOFT CORP | $1.9M | 0.6% | -4% | 79.8 |
| 37 |  $NTRA | Natera, Inc. | $1.9M | 0.6% | +19% | 53.5 |
| 38 |  $AMZN | AMAZON COM INC | $1.9M | 0.6% | -1% | 68.7 |
| 39 |  $CIEN | CIENA CORP | $1.7M | 0.5% | +17% | 72.9 |
| 40 | — | PIMCO ETF TR - ULTR SH GO AC FD | $1.7M | 0.5% | -28% | — |
| 41 |  $SPNT | SiriusPoint Ltd | $1.7M | 0.5% | -11% | — |
| 42 | $BITB | Bitwise Bitcoin ETF | $1.6M | 0.5% | +32% | — |
| 43 |  $HSHP | Himalaya Shipping Ltd. | $1.6M | 0.5% | NEW | — |
| 44 |  $ECO | Okeanis Eco Tankers Corp. | $1.6M | 0.5% | NEW | — |
| 45 | — | GLOBAL X FDS - 1 3 MO T BI ET | $1.5M | 0.5% | -28% | — |
| 46 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.5M | 0.5% | -3% | — |
| 47 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.5M | 0.4% | +35% | — |
| 48 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $1.4M | 0.4% | -14% | — |
| 49 |  $AVGO | Broadcom Inc. | $1.4M | 0.4% | +5% | 84.5 |
| 50 |  $KNSA | Kiniksa Pharmaceuticals International, plc | $1.4M | 0.4% | +59% | — |
| 51 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.4M | 0.4% | +476% | — |
| 52 |  $GOOGL | Alphabet Inc. | $1.4M | 0.4% | -1% | 78.2 |
| 53 |  $THG | HANOVER INSURANCE GROUP, INC. | $1.4M | 0.4% | +36% | 66.6 |
| 54 |  $VIRT | Virtu Financial, Inc. | $1.4M | 0.4% | NEW | 74.1 |
| 55 |  $TPR | TAPESTRY, INC. | $1.3M | 0.4% | +12% | 72.7 |
| 56 |  $GMED | GLOBUS MEDICAL INC | $1.3M | 0.4% | +74% | 79.5 |
| 57 |  $ATI | ATI INC | $1.3M | 0.4% | -7% | 63.1 |
| 58 |  $FIX | COMFORT SYSTEMS USA INC | $1.3M | 0.4% | -3% | 77.7 |
| 59 |  $NTRS | NORTHERN TRUST CORP | $1.3M | 0.4% | +6% | 65.2 |
| 60 |  $APH | AMPHENOL CORP /DE/ | $1.3M | 0.4% | -35% | 79.3 |
| 61 |  $VRT | Vertiv Holdings Co | $1.3M | 0.4% | -33% | 81 |
| 62 |  $LFUS | LITTELFUSE INC /DE | $1.2M | 0.4% | +21% | 51.6 |
| 63 |  $AUPH | Aurinia Pharmaceuticals Inc. | $1.2M | 0.4% | NEW | 75.2 |
| 64 |  $PWR | QUANTA SERVICES, INC. | $1.2M | 0.4% | +26% | 72.1 |
| 65 | — | ISHARES TR - CALIF MUN BD ETF | $1.2M | 0.4% | NEW | — |
| 66 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.2M | 0.4% | +4% | — |
| 67 |  $GOLD | Gold.com, Inc. | $1.1M | 0.3% | NEW | 68.9 |
| 68 |  $INSW | International Seaways, Inc. | $1.1M | 0.3% | NEW | 71.8 |
| 69 |  $FIVE | FIVE BELOW, INC | $1.1M | 0.3% | NEW | 69.5 |
| 70 |  $FIGS | FIGS, Inc. | $1.1M | 0.3% | NEW | 64.2 |
| 71 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $1.1M | 0.3% | -3% | — |
| 72 |  $CSTM | CONSTELLIUM SE | $1.1M | 0.3% | +23% | 57.7 |
| 73 |  $BG | Bunge Global SA | $1.1M | 0.3% | +125% | 54.5 |
| 74 |  $CF | CF Industries Holdings, Inc. | $1.1M | 0.3% | +115% | 77.4 |
| 75 |  $ASML | ASML HOLDING NV | $1.1M | 0.3% | -0% | — |
| 76 | — | ISHARES TR - NATIONAL MUN ETF | $1.1M | 0.3% | -53% | — |
| 77 |  $NFLX | NETFLIX INC | $988,997 | 0.3% | -1% | 78.8 |
| 78 |  $BPOP | POPULAR, INC. | $981,632 | 0.3% | +0% | 69.4 |
| 79 |  $IBKR | Interactive Brokers Group, Inc. | $980,595 | 0.3% | -27% | 77 |
| 80 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $972,649 | 0.3% | +7% | — |
| 81 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $949,954 | 0.3% | +17% | 50.2 |
| 82 | — | ISHARES TR - RUS MID CAP ETF | $941,361 | 0.3% | +0% | — |
| 83 |  $CGAU | Centerra Gold Inc. | $933,710 | 0.3% | -47% | — |
| 84 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $910,985 | 0.3% | -1% | — |
| 85 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $907,017 | 0.3% | -52% | — |
| 86 |  $IVZ | Invesco Ltd. | $895,276 | 0.3% | -4% | — |
| 87 | — | DBX ETF TR - XTRACK MSCI EAFE | $873,761 | 0.3% | -5% | — |
| 88 |  $EME | EMCOR Group, Inc. | $872,205 | 0.3% | +21% | 69.3 |
| 89 |  $GS | GOLDMAN SACHS GROUP INC | $865,768 | 0.3% | -2% | 73.5 |
| 90 |  $BRK.B | BERKSHIRE HATHAWAY INC | $858,669 | 0.3% | -1% | 73.8 |
| 91 |  $ALL | ALLSTATE CORP | $837,554 | 0.3% | -30% | 78.5 |
| 92 | — | ISHARES TR - RUS 1000 GRW ETF | $832,932 | 0.3% | +300% | — |
| 93 |  $ECG | Everus Construction Group, Inc. | $825,933 | 0.3% | -45% | 66.3 |
| 94 |  $LGND | LIGAND PHARMACEUTICALS INC | $816,777 | 0.3% | NEW | 76 |
| 95 |  $ANET | Arista Networks, Inc. | $784,336 | 0.2% | -1% | 81.9 |
| 96 | $META | Meta Platforms, Inc. | $783,283 | 0.2% | -83% | 79.6 |
| 97 |  $LLY | ELI LILLY & Co | $755,850 | 0.2% | +2% | 87.5 |
| 98 |  $EXEL | EXELIXIS, INC. | $738,017 | 0.2% | +1% | 76.2 |
| 99 |  $AU | AngloGold Ashanti PLC | $735,804 | 0.2% | -21% | — |
| 100 |  $MSGE | Madison Square Garden Entertainment Corp. | $724,532 | 0.2% | NEW | 60.2 |
| 101 |  $SEIC | SEI INVESTMENTS CO | $722,296 | 0.2% | -7% | 69.6 |
| 102 |  $PR | Permian Resources Corp | $720,266 | 0.2% | NEW | 79.5 |
| 103 |  $FTI | TechnipFMC plc | $718,694 | 0.2% | -33% | — |
| 104 |  $ADEA | Adeia Inc. | $700,191 | 0.2% | NEW | 70.2 |
| 105 | — | SPDR SERIES TRUST - ST STR P500ETF | $682,828 | 0.2% | -2% | — |
| 106 | — | FIRST TR EXCH TRADED FD III - CALIF MUN INCM | $668,355 | 0.2% | NEW | — |
| 107 |  $AIR | AAR CORP | $667,340 | 0.2% | NEW | 60.8 |
| 108 |  $DDS | DILLARD'S, INC. | $665,810 | 0.2% | -5% | 61.5 |
| 109 | — | PACER FDS TR - TRENDP US LAR CP | $644,763 | 0.2% | NEW | — |
| 110 |  $ORCL | ORACLE CORP | $631,191 | 0.2% | +2% | 66.2 |
| 111 |  $GM | General Motors Co | $620,652 | 0.2% | +0% | 54.3 |
| 112 |  $SYF | Synchrony Financial | $618,751 | 0.2% | -6% | 64 |
| 113 |  $STX | Seagate Technology Holdings plc | $617,600 | 0.2% | NEW | — |
| 114 |  $OPY | OPPENHEIMER HOLDINGS INC | $616,776 | 0.2% | NEW | 63.7 |
| 115 |  $ETHA | iShares Ethereum Trust ETF | $607,555 | 0.2% | +48% | — |
| 116 |  $V | VISA INC. | $602,928 | 0.2% | -3% | 82.9 |
| 117 |  $ETH | Grayscale Ethereum Staking Mini ETF | $598,705 | 0.2% | +49% | — |
| 118 |  $CRUS | CIRRUS LOGIC, INC. | $585,060 | 0.2% | NEW | 66.8 |
| 119 |  $EHC | Encompass Health Corp | $562,208 | 0.2% | -7% | 66.9 |
| 120 | — | ISHARES TR - US TREAS BD ETF | $560,024 | 0.2% | -16% | — |
| 121 |  $OSK | OSHKOSH CORP | $553,912 | 0.2% | -5% | 45.2 |
| 122 | — | ISHARES TR - CORE UNIVRSL USD | $543,324 | 0.2% | -0% | — |
| 123 |  $DIS | Walt Disney Co | $543,063 | 0.2% | -6% | 60.1 |
| 124 |  $TALK | Talkspace, Inc. | $541,200 | 0.2% | NEW | 50.5 |
| 125 |  $APP | AppLovin Corp | $522,958 | 0.2% | -18% | 84.4 |
| 126 | — | ISHARES TR - ESG AWR MSCI USA | $515,397 | 0.2% | -2% | — |
| 127 |  $MEDP | Medpace Holdings, Inc. | $514,232 | 0.1% | -7% | 76.2 |
| 128 |  $EVR | Evercore Inc. | $513,871 | 0.1% | -8% | 76.9 |
| 129 |  $AA | Alcoa Corp | $513,580 | 0.1% | NEW | 63.4 |
| 130 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $512,092 | 0.1% | NEW | — |
| 131 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $484,582 | 0.1% | -3% | 66.7 |
| 132 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $453,146 | 0.1% | +0% | 52.1 |
| 133 |  $FOX | Fox Corp | $450,514 | 0.1% | -7% | 64.5 |
| 134 |  $IAUM | iShares Gold Trust Micro | $449,872 | 0.1% | NEW | — |
| 135 |  $LOPE | Grand Canyon Education, Inc. | $448,793 | 0.1% | +2% | 65.2 |
| 136 |  $SIMO | Silicon Motion Technology CORP | $447,996 | 0.1% | NEW | — |
| 137 |  $UL | UNILEVER PLC | $443,686 | 0.1% | -10% | — |
| 138 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $425,102 | 0.1% | -60% | — |
| 139 |  $GE | GENERAL ELECTRIC CO | $424,184 | 0.1% | -96% | 73.8 |
| 140 | — | ISHARES TR - ISHS 5-10YR INVT | $404,225 | 0.1% | -2% | — |
| 141 |  $ERO | Ero Copper Corp. | $404,086 | 0.1% | NEW | — |
| 142 |  $JPM | JPMORGAN CHASE & CO | $400,976 | 0.1% | +0% | 70.7 |
| 143 |  $GD | GENERAL DYNAMICS CORP | $387,539 | 0.1% | -0% | 68.7 |
| 144 |  $SPY | SPDR S&P 500 ETF TRUST | $382,359 | 0.1% | NEW | — |
| 145 |  $MDT | Medtronic plc | $378,790 | 0.1% | -60% | 68.7 |
| 146 |  $CASY | CASEYS GENERAL STORES INC | $373,912 | 0.1% | +0% | 65.1 |
| 147 |  $HCC | WARRIOR MET COAL, INC. | $372,362 | 0.1% | NEW | 52.5 |
| 148 |  $SSRM | SSR MINING INC. | $371,401 | 0.1% | -74% | 58.3 |
| 149 | — | ISHARES TR - MBS ETF | $352,276 | 0.1% | -2% | — |
| 150 |  $VEEV | VEEVA SYSTEMS INC | $340,920 | 0.1% | -7% | 77.6 |
| 151 |  $TSLA | Tesla, Inc. | $334,798 | 0.1% | -7% | 53.9 |
| 152 |  $MA | Mastercard Inc | $328,202 | 0.1% | -4% | 85.1 |
| 153 |  $SBUX | STARBUCKS CORP | $324,477 | 0.1% | -7% | 58.2 |
| 154 |  $AMD | ADVANCED MICRO DEVICES INC | $321,243 | 0.1% | NEW | 79.8 |
| 155 |  $HD | HOME DEPOT, INC. | $298,435 | 0.1% | -13% | 60.3 |
| 156 |  $ARIS | Aris Mining Corp | $283,096 | 0.1% | NEW | — |
| 157 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $269,521 | 0.1% | -5% | — |
| 158 | — | ISHARES TR - MSCI USA QLT FCT | $267,485 | 0.1% | -1% | — |
| 159 |  $GILD | GILEAD SCIENCES, INC. | $241,815 | 0.1% | NEW | 57.4 |
| 160 |  $ENLT | Enlight Renewable Energy Ltd. | $234,746 | 0.1% | NEW | — |
| 161 |  $COHR | COHERENT CORP. | $224,453 | 0.1% | NEW | 58.5 |
| 162 |  $PG | PROCTER & GAMBLE Co | $218,327 | 0.1% | -3% | 64.6 |
| 163 |  $INTU | INTUIT INC. | $217,153 | 0.1% | -12% | 79.3 |
| 164 |  $AZN | ASTRAZENECA PLC | $209,340 | 0.1% | -6% | — |
| 165 |  $HWM | Howmet Aerospace Inc. | $204,334 | 0.1% | NEW | 73.9 |
| 166 |  $COST | COSTCO WHOLESALE CORP /NEW | $203,033 | 0.1% | -1% | 66.2 |
| 167 | — | ISHARES TR - S&P 500 GRWT ETF | $202,582 | 0.1% | NEW | — |
| 168 |  $F | FORD MOTOR CO | $172,849 | 0.1% | +0% | 54.9 |
| 169 | — | AGNT INC - COM | $74,685 | 0.0% | +0% | — |
| 170 |  $GPUS | Hyperscale Data, Inc. | $4,555 | 0.0% | NEW | 17.4 |
New Positions (38)
$SNDK Sandisk Corp$7.6M$GLW CORNING INC /NY$6.8M BLACKROCK ETF TRUST II - ISHA SH TERM ETF$2.5M
$HSHP Himalaya Shipping Ltd.$1.6M$ECO Okeanis Eco Tankers Corp.$1.6M$VIRT Virtu Financial, Inc.$1.4M$AUPH Aurinia Pharmaceuticals Inc.$1.2M ISHARES TR - CALIF MUN BD ETF$1.2M
$GOLD Gold.com, Inc.$1.1M$INSW International Seaways, Inc.$1.1M$FIVE FIVE BELOW, INC$1.1M$FIGS FIGS, Inc.$1.1M$LGND LIGAND PHARMACEUTICALS INC$816,777$MSGE Madison Square Garden Entertainment Corp.$724,532$PR Permian Resources Corp$720,266Exited Positions (24)
$NEM NEWMONT Corp /DE/
$BELFA BEL FUSE INC /NJ
$PAHC PHIBRO ANIMAL HEALTH CORP
$RERE ATRenew Inc.
$SEI Solaris Energy Infrastructure, Inc.
$TBPH Theravance Biopharma, Inc.
$HCI HCI Group, Inc.
$AVAH Aveanna Healthcare Holdings, Inc.
$USB US BANCORP \DE\ ISHARES TR
$RDVT Red Violet, Inc.
$IA INNOVATIVE SOLUTIONS & SUPPORT INC
$FSM FORTUNA MINING CORP.
$LDOS Leidos Holdings, Inc.
$BCAL California BanCorp \ CABrowse Top Institutional Investors
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