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
SWKS
Skyworks Solutions, Inc.

Technology
7.96K
New
$49.2 - $74.95 $391K - $596K
7.96K $592K
ARW
Arrow Electronics Inc

Technology
4.55K
New
$90.32 - $128.28 $411K - $584K
4.55K $579K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
23.7K
New
$23.2 - $23.63 $550K - $561K
23.7K $558K
ZM
Zoom Video Communications, Inc.

Technology
4.97K
+ 12.43%
$66.7 - $84.62 $331K - $421K
44.9K $3.5M
APH
Amphenol Corp

Technology
5.62K
New
$59.09 - $98.75 $332K - $555K
5.62K $555K
VUG
Vanguard Growth ETF

ETFs
60
+ 0.78%
$329.49 - $438.4 $19.8K - $26.3K
7.71K $3.38M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
22.9K
New
$23.03 - $23.64 $526K - $540K
22.9K $536K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.88K
+ 102.67%
$187.5 - $246.51 $353K - $464K
3.72K $915K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
28.2K
New
$18.28 - $18.7 $516K - $528K
28.2K $527K
IBM
International Business Machines Corp

Technology
886
+ 15.36%
$221.03 - $294.78 $196K - $261K
6.65K $1.96M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.47K
New
$144.94 - $210.94 $357K - $520K
2.47K $519K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.56K
New
$66.89 - $111.18 $305K - $507K
4.56K $506K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.11K
+ 3.79%
$51.16 - $62.02 $159K - $193K
85.2K $5.28M
CI
Cigna Corp

Healthcare
1.5K
New
$301.89 - $340.04 $453K - $511K
1.5K $496K
COIN
Coinbase Global, Inc.

Technology
179
+ 7.61%
$151.47 - $375.07 $27.1K - $67.1K
2.53K $887K
RAAX
Vaneck ETF Trust Inflation All

ETFs
15.1K
+ 108.97%
$27.19 - $31.82 $410K - $480K
28.9K $897K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.91K
+ 36.51%
$77.94 - $79.5 $460K - $469K
22.1K $1.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.65K
+ 13.0%
$24.38 - $30.18 $235K - $291K
83.8K $2.53M
MSI
Motorola Solutions, Inc.

Technology
1.16K
+ 156.66%
$394.72 - $440.39 $459K - $513K
1.91K $801K
OUNZ
Van Eck Merk Gold Trust

ETFs
13.9K
+ 116.28%
$28.68 - $33.09 $399K - $460K
25.8K $824K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17K
+ 98.7%
$19.6 - $24.44 $333K - $415K
34.2K $834K
AXP
American Express CO

Financial Services
934
+ 29.78%
$231.39 - $318.98 $216K - $298K
4.07K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
497
+ 78.14%
$462.22 - $707.75 $230K - $352K
1.13K $801K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5.91K
+ 19.72%
$60.29 - $71.77 $356K - $424K
35.9K $2.5M
IXN
Ishares Global Information Tec

ETFs
4.67K
New
$65.81 - $92.34 $307K - $431K
4.67K $431K
EFV
Msci Eafe Value ETF

ETFs
6.44K
+ 128.7%
$52.4 - $64.65 $337K - $416K
11.4K $726K
C
Citigroup Inc

Financial Services
1.81K
+ 9.28%
$58.13 - $85.12 $105K - $154K
21.2K $1.81M
DFAR
Dimensional ETF Tr Dimensional

ETFs
18.2K
New
$20.99 - $23.93 $382K - $436K
18.2K $427K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.23K
+ 97.7%
$179.95 - $278.88 $222K - $343K
2.49K $694K
IGM
Ishares Expanded Tech Sector E

ETFs
3.78K
New
$79.8 - $112.34 $301K - $424K
3.78K $424K
ZS
Zscaler, Inc.

Technology
1.33K
New
$174.67 - $315.32 $233K - $420K
1.33K $418K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17K
New
$19.1 - $23.83 $325K - $405K
17K $405K
DISV
Dimensional ETF Tr Dimensional

ETFs
12.1K
New
$25.93 - $32.91 $313K - $398K
12.1K $397K
NKE
Nike, Inc.

Consumer Cyclical
5.56K
New
$53.27 - $72.04 $296K - $401K
5.56K $394K
APG
A Pi Group Corp

Industrials
7.62K
New
$32.2 - $51.23 $245K - $390K
7.62K $388K
FCX
Freeport Mcmoran Inc

Basic Materials
5.17K
+ 18.7%
$29.15 - $44.46 $151K - $230K
32.8K $1.42M
BA
Boeing CO

Industrials
1.79K
New
$136.59 - $217.51 $244K - $389K
1.79K $375K
DIS
Walt Disney CO

Communication Services
2.13K
+ 52.13%
$81.72 - $124.01 $174K - $264K
6.2K $768K
BAC
Bank Of America Corp

Financial Services
3.4K
+ 9.62%
$34.39 - $47.46 $117K - $161K
38.7K $1.83M
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
7.41K
New
$40.15 - $48.19 $298K - $357K
7.41K $354K
QCOM
Qualcomm Inc

Technology
1.85K
+ 18.43%
$124.66 - $159.48 $230K - $295K
11.9K $1.89M
CAH
Cardinal Health Inc

Healthcare
1.75K
+ 92.82%
$125.0 - $168.0 $218K - $293K
3.63K $609K
PM
Philip Morris International Inc.

Consumer Defensive
434
+ 4.01%
$149.23 - $184.95 $64.8K - $80.3K
11.3K $2.05M
RTX
Raytheon Technologies Corp

Industrials
1.33K
+ 13.12%
$113.75 - $148.48 $151K - $197K
11.4K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
899
+ 9.06%
$335.24 - $380.78 $301K - $342K
10.8K $3.97M
LMB
Limbach Holdings, Inc.

Industrials
2.33K
New
$69.3 - $142.14 $162K - $332K
2.33K $326K
SCHO
Schwab Short Term Us Treasury

ETFs
13.3K
+ 54.41%
$24.19 - $24.45 $321K - $325K
37.7K $919K
MRVL
Marvell Technology, Inc.

Technology
4.15K
New
$49.38 - $79.97 $205K - $332K
4.15K $321K
V
Visa Inc.

Financial Services
706
+ 4.93%
$308.27 - $373.31 $218K - $264K
15K $5.34M
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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