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
GE
General Electric CO

Industrials
1.16K
+ 49.36%
$168.59 - $212.13 $195K - $245K
3.5K $700K
LLY
Eli Lilly & CO

Healthcare
93
+ 2.22%
$725.72 - $929.72 $67.5K - $86.5K
4.27K $3.53M
IBM
International Business Machines Corp

Technology
607
+ 11.76%
$217.4 - $264.74 $132K - $161K
5.77K $1.43M
EFV
Msci Eafe Value ETF

ETFs
5K
New
$51.88 - $60.73 $260K - $304K
5K $297K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.1K
+ 14.1%
$57.21 - $65.8 $581K - $668K
82.1K $4.78M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
5.19K
New
$53.35 - $58.68 $277K - $304K
5.19K $293K
MMM
3 M CO

Industrials
943
+ 10.98%
$129.7 - $155.12 $122K - $146K
9.53K $1.4M
T
At&T Inc.

Communication Services
1.43K
+ 3.17%
$21.56 - $28.28 $30.9K - $40.6K
46.6K $1.32M
VZ
Verizon Communications Inc

Communication Services
1.95K
+ 5.25%
$37.81 - $46.49 $73.8K - $90.7K
39.1K $1.77M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
6.07K
New
$47.03 - $47.8 $285K - $290K
6.07K $285K
SO
Southern CO

Utilities
1.13K
+ 6.41%
$80.96 - $92.96 $91.7K - $105K
18.8K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
394
+ 10.69%
$461.52 - $548.18 $182K - $216K
4.08K $2.14M
FDX
Fedex Corp

Industrials
1.48K
+ 61.33%
$230.33 - $281.53 $340K - $415K
3.88K $945K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.26K
New
$212.17 - $267.17 $267K - $337K
1.26K $267K
AWK
American Water Works Company, Inc.

Utilities
1.77K
New
$121.01 - $149.31 $214K - $264K
1.77K $261K
GBDC
Golub Capital Bdc, Inc.

Financial Services
17K
+ 51.58%
$14.46 - $15.96 $246K - $271K
50K $756K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
550
+ 60.91%
$507.05 - $563.67 $279K - $310K
1.45K $742K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.21K
New
$107.24 - $116.37 $237K - $258K
2.21K $256K
BR
Broadridge Financial Solutions, Inc.

Technology
1.02K
New
$221.46 - $244.83 $227K - $251K
1.02K $248K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.12K
+ 7.41%
$44.68 - $46.49 $184K - $191K
59.7K $2.76M
AEP
American Electric Power CO Inc

Utilities
910
+ 11.05%
$90.32 - $109.27 $82.2K - $99.4K
9.15K $999K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.62K
New
$50.39 - $50.66 $233K - $234K
4.62K $233K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.94K
New
$57.44 - $59.3 $226K - $234K
3.94K $233K
KO
Coca Cola CO

Consumer Defensive
1.41K
+ 10.22%
$60.81 - $72.32 $86K - $102K
15.2K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 5.17%
$279.74 - $321.29 $84.5K - $97K
6.15K $1.92M
MS
Morgan Stanley

Financial Services
1.92K
New
$111.68 - $141.08 $215K - $271K
1.92K $224K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.42K
+ 49.54%
$49.25 - $50.66 $218K - $224K
13.4K $661K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.19K
+ 27.36%
$106.31 - $123.73 $127K - $148K
5.55K $687K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
6.07K
New
$34.28 - $36.12 $208K - $219K
6.07K $209K
GILD
Gilead Sciences, Inc.

Healthcare
1.26K
+ 36.4%
$89.14 - $117.41 $112K - $148K
4.71K $528K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.11K
+ 7.39%
$25.81 - $28.52 $132K - $146K
74.2K $2.05M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.77K
+ 6.42%
$32.5 - $33.3 $155K - $159K
79K $2.63M
ABT
Abbott Laboratories

Healthcare
614
+ 11.46%
$111.1 - $140.22 $68.2K - $86.1K
5.97K $792K
AMGN
Amgen Inc

Healthcare
111
+ 3.93%
$258.59 - $327.36 $28.7K - $36.3K
2.94K $914K
VOD
Vodafone Group Public LTD CO

Communication Services
11.1K
+ 14.55%
$8.05 - $9.86 $89.6K - $110K
87.6K $820K
MET
Metlife Inc

Financial Services
2.29K
+ 17.06%
$77.7 - $87.0 $178K - $200K
15.7K $1.26M
C
Citigroup Inc

Financial Services
2.05K
+ 11.77%
$67.23 - $84.63 $138K - $173K
19.4K $1.38M
GD
General Dynamics Corp

Industrials
427
+ 12.58%
$241.94 - $272.58 $103K - $116K
3.82K $1.04M
DG
Dollar General Corp

Consumer Defensive
468
+ 5.38%
$68.44 - $87.93 $32K - $41.2K
9.16K $805K
NFLX
Netflix Inc

Communication Services
71
+ 4.59%
$828.4 - $1058.6 $58.8K - $75.2K
1.62K $1.51M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
3.87K
+ 15.26%
$37.87 - $39.86 $147K - $154K
29.2K $1.11M
KMI
Kinder Morgan, Inc.

Energy
3.29K
+ 14.75%
$26.1 - $31.22 $85.8K - $103K
25.6K $729K
BAC
Bank Of America Corp

Financial Services
4.42K
+ 14.31%
$39.61 - $47.74 $175K - $211K
35.3K $1.47M
BK
Bank Of New York Mellon Corp

Financial Services
891
+ 16.23%
$75.42 - $88.95 $67.2K - $79.3K
6.38K $535K
MDT
Medtronic PLC

Healthcare
717
+ 16.22%
$79.84 - $94.5 $57.2K - $67.8K
5.14K $461K
UBER
Uber Technologies, Inc

Technology
526
+ 10.89%
$63.17 - $81.49 $33.2K - $42.9K
5.36K $390K
PLD
Prologis, Inc.

Real Estate
587
+ 11.55%
$103.59 - $124.04 $60.8K - $72.8K
5.67K $633K
PH
Parker Hannifin Corp

Industrials
223
+ 15.31%
$591.65 - $707.05 $132K - $158K
1.68K $1.02M
AXP
American Express CO

Financial Services
609
+ 24.1%
$255.39 - $325.87 $156K - $198K
3.14K $843K
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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