Precision Wealth Strategies »

Popular shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Popular (BPOP) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies investment in Popular

Tip: Access up to 7 years of quarterly data

All positions including Popular held by Precision Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Popular by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $739k 5.9k 124.52
2025-09-30 $711k 5.6k 127.01
2025-06-30 $705k 6.4k 110.21

More positions owned by Precision Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust State Street Spd (BIL)
Ge Aerospace Com New (GE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Eafe (IEFA)
Netflix (NFLX)
Meta Platforms Cl A (META)
Marriott Intl Cl A (MAR)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
NVIDIA Corporation (NVDA)
Ishares Tr Hdg Msci Eafe (HEFA)
Spdr Series Trust State Street Spd (SHM)

View all positions for Precision Wealth Strategies

Top funds holding Popular

Vanguard Group
BlackRock
Dimensional Fund Advisors
AQR Capital Management
FMR
State Street Corporation
Massachusetts Financial Services
Geode Capital Management
Wellington Management Company
Frontier Capital Management
LSV Asset Management
Ameriprise Financial
Norges Bank Investment Management
Jacobs Levy Equity Management
American Century Companies

View all funds holding Popular