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
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
578
+ 8.58%
$34.08 - $35.99 $19.7K - $20.8K
7.31K $250K
TFC
Truist Financial Corp

Financial Services
688
+ 9.84%
$39.48 - $48.15 $27.2K - $33.1K
7.68K $316K
CFG
Citizens Financial Group Inc

Financial Services
667
+ 12.23%
$39.73 - $48.36 $26.5K - $32.3K
6.12K $250K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
39
+ 1.62%
$100.59 - $103.47 $3.92K - $4.04K
2.45K $253K
PFE
Pfizer Inc

Healthcare
2.07K
+ 5.8%
$25.01 - $27.13 $51.8K - $56.2K
37.8K $958K
FISV
Fiserv Inc

Technology
73
+ 5.77%
N/A
1.34K $167K
VXF
Vanguard Extended Market ETF

ETFs
182
+ 12.08%
$170.36 - $201.04 $31K - $36.6K
1.69K $292K
HBAN
Huntington Bancshares Inc

Financial Services
1.71K
+ 10.82%
$14.28 - $17.39 $24.5K - $29.8K
17.5K $263K
GUT
Gabelli Utility Trust

Financial Services
12
+ 0.07%
$5.11 - $5.55 $61.3 - $66.6
16.4K $87K
OMCL
Omnicell, Inc

Healthcare
7.76K
+ 27.36%
$32.31 - $45.32 $251K - $352K
36.1K $1.26M
Liberty Global LTD
4.64K
+ 15.53%
N/A
34.5K $0
Tidal Tr Ii
91.4K
+ 541.14%
N/A
108K $0
Airship Ai Hldgs Inc
12.5K
New
N/A
12.5K $0
Ishares Bitcoin Trust ETF
5.55K
New
N/A
5.55K $0
Vaneck Bitcoin ETF
10.3K
New
N/A
10.3K $0
HAPI
Harbor ETF Tr Corporate Cultur
18.3K
New
N/A
18.3K $0
Trust For Professional Manag
99.6K
+ 134.68%
N/A
174K $0
Tidal Tr Ii
70.9K
+ 705.42%
N/A
80.9K $0
Blackrock Inc
159
+ 15.1%
N/A
1.21K $0
Tidal Tr Ii
85.7K
+ 303.79%
N/A
114K $0
Strategic Trust
21K
New
N/A
21K $0
ETF Opportunities Trust
24.5K
New
N/A
24.5K $0
Palmer Square Funds Trust
41K
New
N/A
41K $0
Innovator Etfs Trust
15.2K
New
N/A
15.2K $0
Innovator Etfs Trust
15.3K
New
N/A
15.3K $0
Innovator Etfs Trust
10K
New
N/A
10K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
25.3K
New
N/A
25.3K $0
Global X Fds
85.3K
+ 34.56%
N/A
332K $0
Labcorp Holdings Inc
1.03K
New
N/A
1.03K $0
Harbor ETF Trust
14.3K
New
N/A
14.3K $0
DSMC
ETF Ser Solutions Distillate S
48.2K
+ 338.86%
N/A
62.4K $0
Innovator Etfs Trust
7.15K
New
N/A
7.15K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
715
+ 6.59%
N/A
11.6K $0
Core Natural Resources Inc
16.3K
New
N/A
16.3K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
521
+ 11.13%
N/A
5.2K $0
CSX
Csx Corp

Industrials
2.15K
+ 9.42%
$29.11 - $33.67 $62.6K - $72.4K
25K $734K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
125
+ 2.78%
$53.6 - $58.97 $6.7K - $7.37K
4.62K $250K
DOW
Dow Inc.

Basic Materials
1.26K
+ 13.97%
$34.36 - $41.92 $43.1K - $52.6K
10.2K $357K
MGC
Vanguard Mega Cap ETF

ETFs
85
+ 4.93%
$199.2 - $222.69 $16.9K - $18.9K
1.81K $362K
MRK
Merck & Co., Inc.

Healthcare
1.65K
+ 10.54%
$83.01 - $101.02 $137K - $167K
17.3K $1.55M
FDVV
Fidelity High Dividend ETF

ETFs
98
+ 0.73%
$48.86 - $52.28 $4.79K - $5.12K
13.6K $666K
KEY
Keycorp

Financial Services
29
+ 0.19%
$15.15 - $18.3 $439 - $531
15.5K $248K
PSTG
Pure Storage, Inc.

Technology
1.42K
+ 30.46%
$44.27 - $72.37 $62.8K - $103K
6.08K $269K
CEG
Constellation Energy Corp

Utilities
7
+ 0.59%
$201.63 - $347.44 $1.41K - $2.43K
1.19K $244K
FNB
Fnb Corp

Financial Services
193
+ 1.01%
$13.08 - $15.95 $2.52K - $3.08K
19.2K $258K
SHOP
Shopify Inc.

Technology
131
+ 4.0%
$90.59 - $129.31 $11.9K - $16.9K
3.41K $325K
EME
Emcor Group, Inc.

Industrials
255
+ 18.29%
$361.16 - $535.99 $92.1K - $137K
1.65K $609K
MYO
Myomo, Inc.

Healthcare
60
+ 0.29%
$4.17 - $7.05 $250 - $423
21.1K $102K
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 7.46%
$468.34 - $539.52 $150K - $173K
4.61K $2.16M
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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