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
HD
Home Depot, Inc.

Consumer Cyclical
798
+ 8.75%
$347.25 - $424.87 $277K - $339K
9.92K $3.64M
LEN
Lennar Corp

Consumer Cyclical
1.62K
+ 33.79%
$113.93 - $141.54 $185K - $230K
6.43K $738K
ACN
Accenture PLC

Technology
485
+ 26.46%
$300.91 - $398.25 $146K - $193K
2.32K $723K
MCO
Moodys Corp

Financial Services
178
+ 26.65%
$437.8 - $527.48 $77.9K - $93.9K
846 $393K
SNPS
Synopsys Inc

Technology
296
+ 31.52%
$428.58 - $551.54 $127K - $163K
1.24K $529K
CCI
Crown Castle International Corp

Real Estate
397
+ 16.34%
$84.33 - $106.39 $33.5K - $42.2K
2.83K $294K
PRU
Prudential Financial Inc

Financial Services
1.06K
+ 15.79%
$105.04 - $122.33 $112K - $130K
7.8K $871K
PEP
Pepsico Inc

Consumer Defensive
616
+ 6.28%
$142.64 - $156.42 $87.9K - $96.4K
10.4K $1.56M
AZN
Astrazeneca PLC

Healthcare
29
+ 0.34%
$65.37 - $77.96 $1.9K - $2.26K
8.49K $624K
HWM
Howmet Aerospace Inc.

Industrials
160
+ 6.71%
$110.79 - $139.39 $17.7K - $22.3K
2.54K $329K
THO
Thor Industries Inc

Consumer Cyclical
2.2K
+ 42.4%
$75.81 - $105.39 $167K - $232K
7.38K $559K
ES
Eversource Energy

Utilities
283
+ 2.94%
$55.63 - $63.8 $15.7K - $18.1K
9.91K $615K
CAT
Caterpillar Inc

Industrials
733
+ 13.38%
$326.75 - $407.63 $240K - $299K
6.21K $2.05M
ADP
Automatic Data Processing Inc

Industrials
156
+ 15.69%
$286.85 - $318.64 $44.7K - $49.7K
1.15K $351K
SYK
Stryker Corp

Healthcare
119
+ 10.03%
$355.18 - $399.9 $42.3K - $47.6K
1.31K $486K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
681
+ 22.49%
$76.94 - $78.24 $52.4K - $53.3K
3.71K $290K
NSC
Norfolk Southern Corp

Industrials
223
+ 14.63%
$227.69 - $259.76 $50.8K - $57.9K
1.75K $413K
ELV
Elevance Health, Inc.

Healthcare
33
+ 5.15%
$365.9 - $436.25 $12.1K - $14.4K
674 $291K
FNF
Fidelity National Financial, Inc.

Financial Services
138
+ 2.63%
$54.25 - $65.27 $7.49K - $9.01K
5.38K $349K
WELL
Welltower Inc.

Real Estate
48
+ 2.83%
$124.05 - $156.86 $5.95K - $7.53K
1.75K $267K
PEG
Public Service Enterprise Group Inc

Utilities
761
+ 14.65%
$78.2 - $90.39 $59.5K - $68.8K
5.95K $490K
TXN
Texas Instruments Inc

Technology
270
+ 6.66%
N/A
4.33K $841K
PHM
Pultegroup Inc

Consumer Cyclical
653
+ 24.81%
$101.09 - $118.51 $66K - $77.4K
3.29K $337K
CDNS
Cadence Design Systems Inc

Technology
409
+ 35.75%
$233.96 - $324.52 $95.7K - $133K
1.55K $394K
JCI
Johnson Controls International PLC

Industrials
552
+ 12.28%
$76.12 - $90.6 $42K - $50K
5.05K $404K
CMCSA
Comcast Corp

Communication Services
1.56K
+ 11.76%
$33.19 - $38.23 $51.8K - $59.7K
14.8K $547K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.16%
$890.62 - $1076.86 $11.6K - $14K
1.14K $1.07M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.32K
+ 7.85%
$13.05 - $13.97 $30.3K - $32.4K
31.9K $429K
CAH
Cardinal Health Inc

Healthcare
59
+ 3.24%
$118.02 - $137.77 $6.96K - $8.13K
1.88K $259K
XLE
Energy Sector Spdr

ETFs
239
+ 7.47%
$85.7 - $93.96 $20.5K - $22.5K
3.44K $317K
TJX
Tjx Companies Inc

Consumer Cyclical
145
+ 0.57%
$112.81 - $126.16 $16.4K - $18.3K
25.7K $3.13M
FITB
Fifth Third Bancorp

Financial Services
1.94K
+ 17.89%
$37.48 - $44.96 $72.7K - $87.3K
12.8K $501K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.21K
+ 17.98%
N/A
14.5K $275K
BMY
Bristol Myers Squibb CO

Healthcare
183
+ 2.98%
$53.9 - $63.11 $9.86K - $11.5K
6.32K $385K
LAMR
Lamar Advertising CO

Real Estate
505
+ 19.03%
$110.65 - $132.9 $55.9K - $67.1K
3.16K $359K
DD
Du Pont De Nemours, Inc.

Basic Materials
528
+ 13.53%
$72.7 - $84.32 $38.4K - $44.5K
4.43K $330K
ZTS
Zoetis Inc.

Healthcare
159
+ 7.81%
$156.48 - $175.67 $24.9K - $27.9K
2.2K $361K
LHX
L3 Harris Technologies, Inc.

Industrials
160
+ 3.83%
$194.65 - $222.86 $31.1K - $35.7K
4.34K $907K
DNP
Dnp Select Income Fund Inc

Financial Services
545
+ 2.41%
$8.93 - $9.92 $4.87K - $5.41K
23.1K $228K
F
Ford Motor CO

Consumer Cyclical
2.38K
+ 8.76%
$9.12 - $10.43 $21.7K - $24.9K
29.6K $296K
VIG
Vanguard Dividend Appreciation

ETFs
134
+ 12.2%
N/A
1.23K $224K
EMN
Eastman Chemical CO

Basic Materials
390
+ 12.18%
$87.05 - $103.47 $33.9K - $40.4K
3.59K $316K
QCOM
Qualcomm Inc

Technology
138
+ 1.4%
$151.94 - $175.86 $21K - $24.3K
10K $1.54M
USB
Us Bancorp \De\

Financial Services
1.84K
+ 18.52%
$40.92 - $50.9 $75.3K - $93.6K
11.8K $496K
WFC
Wells Fargo & Company

Financial Services
120
+ 1.44%
$66.78 - $81.42 $8.01K - $9.77K
8.44K $605K
SCHW
Schwab Charles Corp

Financial Services
24
+ 0.7%
$71.24 - $83.64 $1.71K - $2.01K
3.46K $271K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
57
+ 15.75%
$522.96 - $601.18 $29.8K - $34.3K
419 $223K
NEE
Nextera Energy Inc

Utilities
316
+ 3.47%
$66.96 - $76.16 $21.2K - $24.1K
9.42K $667K
PANW
Palo Alto Networks Inc

Technology
254
+ 9.99%
$167.82 - $208.28 $42.6K - $52.9K
2.8K $477K
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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