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Red Violet shares owned by Precision Wealth Strategies

Quarter-by-quarter ownership of Red Violet (RDVT) shares owned by Precision Wealth Strategies from 13F filings

Historical chart of Precision Wealth Strategies investment in Red Violet

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Red Violet by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $738k 21k 34.60
2025-06-30 $916k 19k 49.20

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

View all positions for Precision Wealth Strategies

Top funds holding Red Violet

Vanguard Group
Daniel D. Thurber
BlackRock
Ashford Capital Management
Ophir Asset Management Pty
Trigran Investments
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
State Street Corporation
Royal Bank of Canada
Dimensional Fund Advisors
Herald Investment Management
Brown Capital Management
Morgan Stanley

View all funds holding Red Violet