Accurate Wealth Management, LLC Purchases in Q2 2025

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
27K
+ 585.29%
$416.06 - $551.64 $11.2M - $14.9M
31.6K $17.4M
ITA
Ishares Tr

ETFs
38K
New
$135.31 - $188.64 $5.14M - $7.17M
38K $7.17M
MSFT
Microsoft Corp

Technology
7.28K
+ 28.48%
$354.56 - $497.45 $2.58M - $3.62M
32.8K $16.3M
RRC
Range Resources Corp

Energy
159K
New
$32.1 - $43.23 $5.11M - $6.89M
159K $6.48M
NVDA
Nvidia Corp

Technology
9.06K
+ 10.32%
$94.31 - $157.99 $855K - $1.43M
96.9K $15.3M
XLK
Technology Sector Spdr

ETFs
20.9K
+ 444.49%
$179.73 - $253.23 $3.75M - $5.28M
25.5K $6.47M
XLI
Industrial Sector Spdr

ETFs
35.5K
New
$116.42 - $147.52 $4.13M - $5.23M
35.5K $5.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
27.8K
+ 457.43%
$108.12 - $135.04 $3.01M - $3.76M
33.9K $4.58M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
106K
New
$23.4 - $29.68 $2.47M - $3.14M
106K $3.14M
SPGI
S&P Global Inc.

Financial Services
5.55K
New
$438.31 - $527.29 $2.43M - $2.92M
5.55K $2.92M
MSCI
Msci Inc.

Financial Services
4.85K
New
$506.56 - $576.74 $2.46M - $2.8M
4.85K $2.8M
VRSN
Verisign Inc

Technology
9.1K
New
$234.49 - $288.8 $2.13M - $2.63M
9.1K $2.63M
ALL
Allstate Corp

Financial Services
13K
New
$180.53 - $212.64 $2.34M - $2.76M
13K $2.61M
CSX
Csx Corp

Industrials
75K
+ 300.54%
$26.69 - $32.91 $2M - $2.47M
100K $3.26M
TSN
Tyson Foods, Inc.

Consumer Defensive
45.2K
New
$54.33 - $63.56 $2.45M - $2.87M
45.2K $2.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
868
+ 2.6%
$496.48 - $617.85 $431K - $536K
34.3K $21.2M
TAP
Molson Coors Beverage CO

Consumer Defensive
51.6K
New
$47.24 - $62.46 $2.44M - $3.22M
51.6K $2.48M
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 10.58%
$484.66 - $738.09 $514K - $782K
11.1K $8.18M
DFAX
Dimensional ETF Tr
80.8K
New
$23.37 - $29.39 $1.89M - $2.38M
80.8K $2.37M
GWW
W.W. Grainger, Inc.

Industrials
2.22K
New
$919.93 - $1101.66 $2.04M - $2.44M
2.22K $2.31M
TSLA
Tesla, Inc.

Consumer Cyclical
765
+ 2.38%
$221.86 - $362.89 $170K - $278K
32.9K $10.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57.8K
New
$29.12 - $35.84 $1.68M - $2.07M
57.8K $2.07M
JPM
Jpmorgan Chase & CO

Financial Services
2.14K
+ 6.56%
$210.28 - $289.91 $449K - $619K
34.7K $10.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
30.1K
New
$53.65 - $67.02 $1.62M - $2.02M
30.1K $2.02M
DFIC
Dimensional ETF Tr Dimensional

ETFs
60.1K
New
$24.94 - $31.15 $1.5M - $1.87M
60.1K $1.87M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
88.9K
New
$20.66 - $20.74 $1.84M - $1.84M
88.9K $1.84M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
18.9K
New
$66.87 - $79.47 $1.26M - $1.5M
18.9K $1.5M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
76.7K
New
$19.44 - $19.56 $1.49M - $1.5M
76.7K $1.5M
IEFA
Ishares Tr

ETFs
11.3K
+ 14.76%
$67.83 - $84.09 $769K - $954K
88.2K $7.36M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 2.65%
$167.32 - $223.3 $186K - $249K
43.1K $9.45M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
11.9K
New
$103.88 - $123.68 $1.23M - $1.47M
11.9K $1.47M
GOOGL
Alphabet Inc.

Communication Services
4.96K
+ 20.56%
$144.7 - $178.6 $717K - $885K
29.1K $5.12M
PLTR
Palantir Technologies Inc.

Technology
2.73K
+ 13.79%
$74.01 - $144.25 $202K - $394K
22.5K $3.07M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
70.1K
New
$19.49 - $19.66 $1.37M - $1.38M
70.1K $1.38M
NFLX
Netflix Inc

Communication Services
375
+ 23.16%
$855.86 - $1339.13 $321K - $502K
1.99K $2.67M
WMT
Walmart Inc.

Consumer Defensive
6.79K
+ 17.15%
$81.79 - $99.98 $555K - $678K
46.3K $4.53M
ORCL
Oracle Corp

Technology
1.29K
+ 14.06%
$122.82 - $218.63 $159K - $283K
10.5K $2.29M
FVRR
Fiverr International Ltd.

Communication Services
11.5K
+ 9.79%
$22.2 - $33.78 $254K - $387K
129K $3.77M
VEEV
Veeva Systems Inc

Healthcare
3.28K
New
$209.39 - $289.94 $686K - $950K
3.28K $943K
DASH
Door Dash, Inc.

Communication Services
3.47K
New
$163.16 - $246.51 $567K - $856K
3.47K $856K
IEMG
Ishares Inc

ETFs
15.3K
+ 119.44%
N/A
28.2K $1.51M
ISRG
Intuitive Surgical Inc

Healthcare
839
+ 14.04%
$451.58 - $565.94 $379K - $475K
6.81K $3.7M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
35.6K
New
$20.16 - $20.49 $717K - $729K
35.6K $728K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 75.71%
$456.74 - $568.03 $502K - $625K
2.55K $1.45M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.31K
+ 35.68%
$273.67 - $366.17 $360K - $481K
5K $1.83M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
28.1K
New
$24.37 - $24.56 $684K - $690K
28.1K $689K
CAT
Caterpillar Inc

Industrials
820
+ 13.2%
$273.94 - $388.21 $225K - $318K
7.03K $2.73M
INTU
Intuit Inc

Technology
632
+ 96.78%
$544.07 - $787.63 $344K - $498K
1.29K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
158
+ 7.27%
$503.3 - $775.9 $79.5K - $123K
2.33K $1.79M
Activity Summary
Buys All Purchases 318 New Holdings 87 Increased Positions 231 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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