Accurate Wealth Management, LLC Purchases in Q3 2025

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.1K
+ 10.59%
$202.38 - $256.87 $2.24M - $2.85M
116K $29.5M
IBB
Ishares Biotechnology ETF

ETFs
52.8K
New
$127.63 - $144.37 $6.74M - $7.63M
52.8K $7.63M
IWM
Ishares Russell 2000 ETF

ETFs
25.1K
New
$214.92 - $244.84 $5.39M - $6.14M
25.1K $6.06M
XLY
Select Sector Spdr Consumer Di

ETFs
25K
New
$216.09 - $242.18 $5.4M - $6.05M
25K $5.99M
TSLA
Tesla, Inc.

Consumer Cyclical
3.23K
+ 9.81%
$293.94 - $444.72 $949K - $1.44M
36.1K $16.1M
NVDA
Nvidia Corp

Technology
11K
+ 11.38%
$153.3 - $186.58 $1.69M - $2.06M
108K $20.1M
AME
Ametek Inc

Industrials
15.1K
New
$176.44 - $192.03 $2.67M - $2.91M
15.1K $2.84M
RSG
Republic Services, Inc.

Industrials
12K
+ 423.97%
$225.33 - $246.01 $2.7M - $2.95M
14.8K $3.4M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
112K
New
$23.27 - $23.51 $2.62M - $2.64M
112K $2.63M
SYY
Sysco Corp

Consumer Defensive
31.2K
New
$76.33 - $82.51 $2.38M - $2.57M
31.2K $2.57M
MCK
Mckesson Corp

Healthcare
3.23K
+ 463.56%
$659.01 - $772.54 $2.13M - $2.5M
3.93K $3.03M
HST
Host Hotels & Resorts, Inc.

Real Estate
144K
New
$15.27 - $17.68 $2.2M - $2.54M
144K $2.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.18K
+ 124.36%
$567.77 - $614.76 $1.8M - $1.95M
5.73K $3.51M
TDG
Trans Digm Group Inc

Industrials
1.56K
New
$1271.04 - $1620.83 $1.98M - $2.52M
1.56K $2.05M
VRSK
Verisk Analytics, Inc.

Industrials
8.08K
New
$242.3 - $312.95 $1.96M - $2.53M
8.08K $2.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
799
+ 2.53%
$546.99 - $602.2 $437K - $481K
32.4K $19.4M
AVGO
Broadcom Inc.

Technology
2.1K
+ 9.21%
$264.74 - $369.57 $556K - $776K
24.9K $8.21M
JPM
Jpmorgan Chase & CO

Financial Services
2.54K
+ 7.32%
$282.78 - $316.06 $717K - $802K
37.2K $11.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.64K
+ 72.9%
$362.31 - $405.74 $1.32M - $1.48M
8.64K $3.48M
ABC
Amerisourcebergen Corp

Healthcare
8.79K
New
N/A
8.79K $1.63M
META
Meta Platforms, Inc.

Communication Services
2.25K
+ 20.27%
$695.21 - $791.73 $1.56M - $1.78M
13.3K $9.79M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
38.5K
New
$38.58 - $58.24 $1.49M - $2.24M
38.5K $1.51M
IEFA
Ishares Tr

ETFs
13.1K
+ 14.9%
$81.7 - $87.53 $1.07M - $1.15M
101K $8.85M
DELL
Dell Technologies Inc.

Technology
9.92K
New
$120.96 - $141.77 $1.2M - $1.41M
9.92K $1.41M
JNJ
Johnson & Johnson

Healthcare
2.08K
+ 8.13%
$155.17 - $185.42 $323K - $386K
27.7K $5.13M
SNOW
Snowflake Inc.

Technology
5.4K
New
$191.73 - $241.0 $1.03M - $1.3M
5.4K $1.22M
ROKU
Roku, Inc

Communication Services
11.8K
New
$79.98 - $101.78 $945K - $1.2M
11.8K $1.18M
AMZN
Amazon Com Inc

Consumer Cyclical
5.18K
+ 12.02%
$211.65 - $238.24 $1.1M - $1.23M
48.3K $10.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.6K
+ 15.43%
$97.75 - $100.75 $1.04M - $1.07M
79.4K $7.96M
HWM
Howmet Aerospace Inc.

Industrials
5.66K
+ 258.83%
$171.0 - $196.23 $968K - $1.11M
7.84K $1.54M
PLTR
Palantir Technologies Inc.

Technology
258
+ 1.14%
$130.68 - $186.97 $33.7K - $48.2K
22.8K $4.16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19.7K
+ 32.33%
$45.72 - $47.27 $899K - $930K
80.5K $3.78M
ORCL
Oracle Corp

Technology
1.04K
+ 9.92%
$218.96 - $328.33 $228K - $342K
11.5K $3.24M
GOOG
Alphabet Inc.

Communication Services
492
+ 3.92%
$175.16 - $255.24 $86.2K - $126K
13K $3.18M
COST
Costco Wholesale Corp

Consumer Defensive
1.04K
+ 83.12%
$915.95 - $994.57 $952K - $1.03M
2.29K $2.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.84K
+ 133.88%
$74.68 - $80.26 $735K - $790K
17.2K $1.38M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.8K
+ 18.79%
$30.13 - $33.37 $475K - $526K
99.6K $3.32M
AMD
Advanced Micro Devices Inc

Technology
4.22K
+ 97.42%
$134.8 - $184.42 $569K - $779K
8.56K $1.38M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
15.1K
New
$50.08 - $50.37 $757K - $761K
15.1K $759K
NFLX
Netflix Inc

Communication Services
818
+ 41.02%
$1147.87 - $1297.18 $939K - $1.06M
2.81K $3.37M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
6.91K
New
$100.16 - $100.7 $693K - $696K
6.91K $696K
HD
Home Depot, Inc.

Consumer Cyclical
639
+ 5.91%
$357.4 - $423.42 $228K - $271K
11.5K $4.64M
MGV
Vanguard Mega Cap Value

ETFs
4.8K
New
$129.46 - $137.85 $621K - $662K
4.8K $661K
CAT
Caterpillar Inc

Industrials
53
+ 0.75%
$390.92 - $477.15 $20.7K - $25.3K
7.08K $3.38M
AVDE
American Centy ETF Tr Avantis

ETFs
8.2K
New
$73.24 - $79.04 $601K - $648K
8.2K $647K
VUG
Vanguard Growth ETF

ETFs
562
+ 7.29%
$433.97 - $484.08 $244K - $272K
8.28K $3.97M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
4.79K
New
$104.48 - $122.3 $501K - $586K
4.79K $581K
WMT
Walmart Inc.

Consumer Defensive
3.18K
+ 6.86%
$94.4 - $104.27 $300K - $332K
49.5K $5.1M
UNH
Unitedhealth Group Inc

Healthcare
1.33K
+ 40.63%
$237.77 - $353.61 $315K - $469K
4.59K $1.58M
Activity Summary
Buys All Purchases 329 New Holdings 78 Increased Positions 251 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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