Accurate Wealth Management, LLC Purchases in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.48K
+ 29.5%
$148.45 - $199.05 $219K - $294K
6.49K $1.12M
STLA
Stellantis N.V.

Consumer Cyclical
28K
+ 158.74%
$12.37 - $13.99 $346K - $391K
45.6K $594K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17.9K
+ 35.08%
$26.63 - $30.23 $478K - $542K
69.1K $1.84M
MSI
Motorola Solutions, Inc.

Technology
744
New
$449.08 - $504.6 $334K - $375K
744 $343K
OMCL
Omnicell, Inc

Healthcare
7.11K
+ 33.44%
$39.5 - $53.05 $281K - $377K
28.4K $1.26M
MSFT
Microsoft Corp

Technology
1.27K
+ 5.47%
$406.35 - $454.46 $516K - $577K
24.5K $10.3M
CSCO
Cisco Systems, Inc.

Technology
303
+ 0.6%
$52.45 - $60.02 $15.9K - $18.2K
50.5K $2.99M
INTU
Intuit Inc

Technology
474
+ 31.54%
$602.01 - $706.25 $285K - $335K
1.98K $1.24M
GOOG
Alphabet Inc.

Communication Services
134
+ 1.11%
$163.08 - $198.16 $21.9K - $26.6K
12.2K $2.33M
ES
Eversource Energy

Utilities
5.92K
+ 159.63%
$55.9 - $67.73 $331K - $401K
9.63K $552K
OC
Owens Corning

Industrials
1.68K
+ 47.28%
$169.41 - $210.81 $284K - $353K
5.22K $889K
HWM
Howmet Aerospace Inc.

Industrials
2.38K
New
$99.72 - $120.09 $238K - $286K
2.38K $260K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.49K
New
$56.06 - $61.35 $252K - $276K
4.49K $253K
GNK
Genco Shipping & Trading LTD

Industrials
31.9K
+ 92.8%
$13.64 - $19.17 $435K - $611K
66.3K $923K
MANH
Manhattan Associates Inc

Technology
1.02K
+ 35.7%
$263.36 - $309.78 $268K - $316K
3.87K $1.05M
MSTR
Microstrategy Inc

Technology
833
New
$162.69 - $473.83 $136K - $395K
833 $241K
XLI
Industrial Sector Spdr

ETFs
1.83K
New
$131.76 - $143.99 $241K - $264K
1.83K $241K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
6.73K
New
$34.96 - $35.65 $235K - $240K
6.73K $236K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
352
+ 13.74%
$173.13 - $258.09 $60.9K - $90.8K
2.91K $671K
CAH
Cardinal Health Inc

Healthcare
1.82K
New
$107.89 - $125.33 $197K - $228K
1.82K $215K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.74K
New
$57.53 - $60.83 $215K - $228K
3.74K $215K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
6.61K
New
$31.55 - $32.84 $208K - $217K
6.61K $214K
BSX
Boston Scientific Corp

Healthcare
2.41K
New
$83.62 - $91.5 $201K - $220K
2.41K $214K
NWE
Northwestern Corp

Utilities
4.01K
New
$50.44 - $57.24 $202K - $230K
4.01K $214K
BA
Boeing CO

Industrials
1.19K
New
$138.14 - $180.72 $164K - $215K
1.19K $210K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
362
New
$563.99 - $620.12 $204K - $224K
362 $206K
C
Citigroup Inc

Financial Services
1.09K
+ 6.7%
$61.31 - $72.5 $67K - $79.2K
17.4K $1.22M
COIN
Coinbase Global, Inc.

Technology
214
+ 10.08%
$163.17 - $343.62 $34.9K - $73.5K
2.34K $580K
KMI
Kinder Morgan, Inc.

Energy
3.74K
+ 20.19%
$22.59 - $28.54 $84.6K - $107K
22.3K $610K
CTRA
Coterra Energy Inc.

Energy
5.01K
+ 14.57%
$22.71 - $27.63 $114K - $138K
39.4K $1.01M
STLD
Steel Dynamics Inc

Basic Materials
1.83K
+ 32.02%
N/A
7.55K $741K
EME
Emcor Group, Inc.

Industrials
338
+ 32.01%
$427.96 - $526.95 $145K - $178K
1.39K $632K
MCK
Mckesson Corp

Healthcare
232
+ 47.64%
$482.27 - $628.5 $112K - $146K
719 $409K
IVV
Ishares Core S&P 500 ETF

ETFs
195
+ 5.28%
$570.51 - $610.59 $111K - $119K
3.89K $2.29M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.34K
+ 68.15%
$71.75 - $75.11 $168K - $176K
5.78K $415K
LEN
Lennar Corp

Consumer Cyclical
2.15K
+ 80.61%
$136.2 - $188.96 $292K - $405K
4.81K $655K
QCOM
Qualcomm Inc

Technology
1.87K
+ 23.37%
$150.4 - $178.04 $282K - $333K
9.88K $1.52M
CVX
Chevron Corp

Energy
1.45K
+ 6.12%
$141.15 - $162.53 $205K - $236K
25.2K $3.65M
PH
Parker Hannifin Corp

Industrials
227
+ 18.46%
$621.74 - $709.46 $141K - $161K
1.46K $926K
AXP
American Express CO

Financial Services
292
+ 13.06%
$267.35 - $305.57 $78.1K - $89.2K
2.53K $749K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.48K
+ 9.41%
$113.92 - $127.38 $169K - $189K
17.2K $1.99M
MAR
Marriott International Inc

Consumer Cyclical
118
+ 3.37%
$246.06 - $292.59 $29K - $34.5K
3.62K $1.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
347
+ 4.36%
$178.39 - $215.0 $61.9K - $74.6K
8.31K $1.6M
BMY
Bristol Myers Squibb CO

Healthcare
1.96K
+ 47.0%
$51.92 - $59.94 $102K - $118K
6.14K $347K
FDX
Fedex Corp

Industrials
388
+ 19.24%
$260.5 - $305.15 $101K - $118K
2.41K $676K
SOXX
Ishares Semiconductor ETF

ETFs
646
+ 64.15%
$211.27 - $239.8 $136K - $155K
1.65K $356K
VGT
Vanguard Information Technolog

ETFs
135
+ 15.52%
$571.78 - $647.97 $77.2K - $87.5K
1.01K $624K
MET
Metlife Inc

Financial Services
1.42K
+ 11.82%
$78.15 - $88.25 $111K - $125K
13.4K $1.1M
DIS
Walt Disney CO

Communication Services
467
+ 12.35%
$92.39 - $117.6 $43.1K - $54.9K
4.25K $472K
Activity Summary
Buys All Purchases 236 New Holdings 31 Increased Positions 205 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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