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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.39K
New
$141.37 - $228.57 $197K - $318K
1.39K $315K
ETN
Eaton Corp PLC

Industrials
575
+ 45.06%
$246.52 - $356.99 $142K - $205K
1.85K $660K
TRV
Travelers Companies, Inc.

Financial Services
1.17K
New
$233.83 - $276.34 $273K - $322K
1.17K $311K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.29K
+ 10.48%
$32.62 - $33.58 $270K - $278K
87.3K $2.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.77K
+ 4.19%
$96.84 - $99.46 $268K - $275K
68.8K $6.83M
EME
Emcor Group, Inc.

Industrials
59
+ 3.58%
$342.02 - $534.89 $20.2K - $31.6K
1.71K $913K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.01K
New
$34.72 - $42.74 $243K - $299K
7.01K $299K
GOOG
Alphabet Inc.

Communication Services
187
+ 1.51%
$146.58 - $180.01 $27.4K - $33.7K
12.5K $2.23M
ACN
Accenture PLC

Technology
1.08K
+ 46.76%
$279.23 - $323.21 $303K - $350K
3.4K $1.02M
MU
Micron Technology Inc

Technology
2.34K
New
$64.72 - $127.91 $151K - $299K
2.34K $287K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
968
+ 1.67%
$27.65 - $36.12 $26.8K - $35K
59K $2.13M
ADBE
Adobe Inc.

Technology
709
New
$340.0 - $420.68 $241K - $298K
709 $274K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.98K
New
$44.8 - $53.97 $223K - $269K
4.98K $268K
FTNT
Fortinet, Inc.

Technology
776
+ 4.05%
$84.71 - $108.69 $65.7K - $84.3K
19.9K $2.11M
THO
Thor Industries Inc

Consumer Cyclical
1.88K
+ 25.42%
$64.83 - $89.72 $122K - $168K
9.26K $821K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.98K
New
$28.98 - $37.18 $202K - $260K
6.98K $259K
CRM
Salesforce, Inc.

Technology
873
+ 18.67%
$236.26 - $291.15 $206K - $254K
5.55K $1.51M
JPIE
J P Morgan Exchange Traded Fd
5.46K
+ 33.02%
$45.12 - $46.32 $246K - $253K
22K $1.02M
QLD
Proshares Ultra Qqq

ETFs
2.18K
New
$69.34 - $117.71 $151K - $257K
2.18K $256K
GE
General Electric CO

Industrials
211
+ 6.03%
$166.81 - $257.39 $35.2K - $54.3K
3.71K $955K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.21K
New
$32.66 - $40.75 $203K - $253K
6.21K $251K
KO
Coca Cola CO

Consumer Defensive
3.74K
+ 24.52%
$68.37 - $73.9 $256K - $276K
19K $1.34M
SPYG
Spdr Portfolio

ETFs
1.74K
+ 32.13%
$71.83 - $95.32 $125K - $166K
7.16K $682K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
17.2K
+ 34.94%
$14.92 - $20.09 $257K - $347K
66.6K $1.07M
BSCU
Invesco Exc Self Ind Tr

ETFs
14.7K
New
$16.31 - $16.78 $240K - $247K
14.7K $246K
MMM
3 M CO

Industrials
1.27K
+ 13.36%
$126.09 - $154.15 $161K - $196K
10.8K $1.64M
MSTR
Microstrategy Inc

Technology
600
New
$237.95 - $421.61 $143K - $253K
600 $242K
SHW
Sherwin Williams CO

Basic Materials
704
New
$313.51 - $363.51 $221K - $256K
704 $241K
MS
Morgan Stanley

Financial Services
1.37K
+ 71.26%
$99.83 - $140.86 $137K - $193K
3.3K $464K
AMAT
Applied Materials Inc

Technology
147
+ 2.64%
$126.95 - $183.52 $18.7K - $27K
5.71K $1.05M
KMB
Kimberly Clark Corp

Consumer Defensive
1.84K
New
$126.84 - $145.22 $233K - $267K
1.84K $236K
ITW
Illinois Tool Works Inc

Industrials
951
New
$218.41 - $252.43 $208K - $240K
951 $235K
SCHW
Schwab Charles Corp

Financial Services
2.08K
+ 59.92%
$69.06 - $91.24 $143K - $189K
5.54K $505K
STX
Seagate Technology Holdings PLC

Technology
1.61K
New
$66.54 - $144.33 $107K - $233K
1.61K $232K
CARR
Carrier Global Corp

Industrials
3.17K
New
$55.55 - $75.83 $176K - $240K
3.17K $231K
PAYC
Paycom Software, Inc.

Technology
627
+ 9.52%
$193.07 - $265.71 $121K - $167K
7.21K $1.67M
MAIN
Main Street Capital Corp

Financial Services
3.88K
New
$49.15 - $59.32 $191K - $230K
3.88K $229K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
6.34K
New
$30.77 - $35.62 $195K - $226K
6.34K $225K
AMD
Advanced Micro Devices Inc

Technology
522
+ 13.69%
$78.21 - $143.81 $40.8K - $75.1K
4.34K $615K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.73K
New
$27.46 - $33.2 $185K - $223K
6.73K $223K
HON
Honeywell International Inc

Industrials
656
+ 20.06%
$182.86 - $232.88 $120K - $153K
3.93K $914K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
5.26K
New
$32.02 - $42.16 $168K - $222K
5.26K $221K
GBIL
Goldman Sachs Access Treasury

ETFs
2.19K
+ 9.89%
$99.83 - $100.19 $218K - $219K
24.3K $2.43M
UI
Ubiquiti Inc.

Technology
529
New
$273.45 - $456.69 $145K - $242K
529 $217K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
6.06K
New
$28.53 - $35.69 $173K - $216K
6.06K $216K
PSX
Phillips 66

Energy
1.77K
New
$92.87 - $125.73 $164K - $222K
1.77K $211K
CEG
Constellation Energy Corp

Utilities
216
+ 18.15%
$170.96 - $322.76 $36.9K - $69.7K
1.41K $453K
ITRI
Itron, Inc.

Technology
1.58K
New
$92.04 - $132.78 $145K - $210K
1.58K $207K
PWR
Quanta Services, Inc.

Industrials
547
New
$239.47 - $381.26 $131K - $209K
547 $206K
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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