Accurate Wealth Management, LLC Purchases in Q1 2025

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
133K
+ 3525.81%
$91.17 - $95.39 $12.2M - $12.7M
137K $13.1M
GLD
Spdr Gold Trust

ETFs
36.1K
+ 908.35%
$243.19 - $288.14 $8.78M - $10.4M
40.1K $11.6M
PG
Procter & Gamble CO

Consumer Defensive
53.8K
+ 199.7%
$158.56 - $176.26 $8.52M - $9.48M
80.7K $13.7M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
179K
New
$26.9 - $27.93 $4.83M - $5.01M
179K $4.89M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
58.3K
New
$81.83 - $82.73 $4.77M - $4.82M
58.3K $4.82M
ETR
Entergy Corp

Utilities
34K
New
$75.26 - $87.89 $2.56M - $2.99M
34K $2.91M
BSX
Boston Scientific Corp

Healthcare
28.1K
+ 1168.69%
$89.38 - $106.18 $2.51M - $2.98M
30.5K $3.08M
FDS
Factset Research Systems Inc

Financial Services
6.02K
New
$427.5 - $476.51 $2.57M - $2.87M
6.02K $2.74M
VICI
Vici Properties Inc.

Real Estate
80.2K
New
$28.21 - $32.68 $2.26M - $2.62M
80.2K $2.62M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
46.3K
+ 398.01%
$30.59 - $33.02 $1.42M - $1.53M
58K $1.85M
FSS
Federal Signal Corp

Industrials
14.2K
New
$73.55 - $101.32 $1.05M - $1.44M
14.2K $1.05M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
125K
New
$6.98 - $8.49 $870K - $1.06M
125K $983K
XOM
Exxon Mobil Corp

Energy
1.41K
+ 2.15%
$105.44 - $118.93 $149K - $168K
67K $7.97M
OKTA
Okta, Inc.

Technology
8.57K
New
$78.83 - $116.72 $676K - $1M
8.57K $901K
SPY
Spdr S&P 500 ETF Trust

ETFs
2.99K
+ 9.82%
$551.42 - $612.93 $1.65M - $1.83M
33.4K $18.7M
YOU
Clear Secure, Inc.

Technology
33K
New
$22.12 - $27.62 $729K - $910K
33K $853K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
49.4K
New
$16.23 - $22.23 $801K - $1.1M
49.4K $821K
SPOT
Spotify Technology S.A.

Communication Services
1.23K
+ 129.6%
$457.79 - $648.32 $561K - $795K
2.17K $1.19M
JPIE
J P Morgan Exchange Traded Fd
16.5K
New
$45.46 - $46.18 $751K - $763K
16.5K $760K
AVDV
American Centy ETF Tr Avantis

ETFs
9.93K
New
$63.74 - $71.96 $633K - $715K
9.93K $699K
IEFA
Ishares Tr

ETFs
3.11K
+ 4.22%
$69.57 - $78.65 $216K - $244K
76.8K $5.87M
JNJ
Johnson & Johnson

Healthcare
1.17K
+ 5.05%
$142.06 - $167.7 $167K - $197K
24.4K $4.04M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2.48K
New
$233.07 - $290.7 $579K - $722K
2.48K $670K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.9K
New
$308.86 - $455.36 $588K - $867K
1.9K $670K
ZM
Zoom Video Communications, Inc.

Technology
11.6K
+ 40.84%
$72.23 - $88.64 $837K - $1.03M
40K $2.95M
WMT
Walmart Inc.

Consumer Defensive
7.86K
+ 24.81%
$84.5 - $105.05 $664K - $826K
39.6K $3.47M
SCHO
Schwab Short Term Us Treasury

ETFs
24.4K
New
$24.1 - $24.33 $589K - $594K
24.4K $594K
V
Visa Inc.

Financial Services
302
+ 2.15%
$306.92 - $362.71 $92.7K - $110K
14.3K $5.02M
RTX
Raytheon Technologies Corp

Industrials
3.35K
+ 49.38%
$114.1 - $135.66 $382K - $454K
10.1K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 4.83%
$225.19 - $279.95 $338K - $420K
32.5K $7.98M
VGSH
Vanguard

ETFs
8.22K
+ 18.99%
$58.07 - $58.68 $478K - $483K
51.5K $3.02M
PM
Philip Morris International Inc.

Consumer Defensive
655
+ 6.43%
$117.15 - $158.79 $76.7K - $104K
10.8K $1.72M
LZ
Legalzoom.Com, Inc.

Industrials
56.9K
New
$7.52 - $10.26 $428K - $584K
56.9K $490K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
16.5K
New
$29.3 - $31.18 $482K - $513K
16.5K $485K
VONG
Vanguard Russell 1000 Growth E

ETFs
5.95K
+ 71.65%
$92.71 - $107.38 $552K - $639K
14.3K $1.32M
PAYC
Paycom Software, Inc.

Technology
1.79K
+ 37.39%
$199.42 - $225.82 $357K - $405K
6.59K $1.44M
RAAX
Vaneck ETF Trust Inflation All

ETFs
13.8K
New
$28.3 - $30.35 $392K - $420K
13.8K $417K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.54K
+ 72.1%
$307.43 - $357.48 $474K - $552K
3.68K $1.14M
DE
Deere & CO

Industrials
670
+ 38.05%
$408.57 - $509.27 $274K - $341K
2.43K $1.14M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.83K
New
$210.19 - $243.33 $385K - $446K
1.83K $385K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.72K
+ 4.29%
$95.85 - $99.25 $260K - $270K
66K $6.52M
SQ
Block, Inc.

Technology
20.3K
+ 71.77%
$54.04 - $92.95 $1.1M - $1.89M
48.6K $2.78M
OUNZ
Van Eck Merk Gold Trust

ETFs
12K
New
$25.41 - $30.14 $304K - $360K
12K $355K
GS
Goldman Sachs Group Inc

Financial Services
636
New
$524.81 - $672.19 $334K - $428K
636 $347K
ORCC
Owl Rock Capital Corp

Financial Services
25.7K
New
N/A
25.7K $344K
COP
Conocophillips

Energy
2.41K
+ 15.73%
$88.6 - $105.85 $214K - $255K
17.7K $1.86M
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
New
$91.75 - $115.81 $314K - $396K
3.42K $334K
CMI
Cummins Inc

Industrials
1.06K
New
$312.92 - $386.07 $330K - $408K
1.06K $330K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
512
+ 55.83%
$402.49 - $513.76 $206K - $263K
1.43K $692K
Activity Summary
Buys All Purchases 227 New Holdings 51 Increased Positions 176 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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