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
HSY
Hershey CO

Consumer Defensive
309
+ 20.64%
$168.67 - $193.65 $52.1K - $59.8K
1.81K $305K
IBM
International Business Machines Corp

Technology
111
+ 2.2%
$204.9 - $238.04 $22.7K - $26.4K
5.16K $1.13M
COP
Conocophillips

Energy
1.05K
+ 7.33%
$95.12 - $114.72 $99.6K - $120K
15.3K $1.52M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
168
+ 2.44%
N/A
7.07K $606K
IEMG
Ishares Inc

ETFs
192
+ 1.37%
N/A
14.2K $763K
GUT
Gabelli Utility Trust

Financial Services
1.9K
+ 13.1%
$4.99 - $5.44 $9.48K - $10.3K
16.4K $82K
MBB
Ishares Tr

ETFs
249
+ 6.53%
$91.26 - $95.82 $22.7K - $23.9K
4.06K $372K
VRT
Vertiv Holdings CO

Industrials
87
+ 4.05%
N/A
2.23K $193K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
73
+ 2.05%
N/A
3.63K $226K
WELL
Welltower Inc.

Real Estate
68
+ 4.17%
$123.11 - $139.3 $8.37K - $9.47K
1.7K $213K
LAMR
Lamar Advertising CO

Real Estate
265
+ 11.09%
$121.37 - $138.11 $32.2K - $36.6K
2.65K $323K
FNF
Fidelity National Financial, Inc.

Financial Services
556
+ 11.88%
$55.19 - $63.83 $30.7K - $35.5K
5.24K $294K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3
+ 0.05%
$33.92 - $36.6 $102 - $110
5.88K $203K
Tidal Tr Ii
10K
New
N/A
10K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
114
+ 1.06%
N/A
10.9K $0
American Healthcare Reit Inc
13K
New
N/A
13K $0
Arista Networks Inc
12.3K
New
N/A
12.3K $0
Global X Fds
4.17K
+ 1.72%
N/A
247K $0
Tidal Tr Ii
16.9K
New
N/A
16.9K $0
Tidal Tr Ii
24.4K
+ 196.42%
N/A
36.8K $0
Trust For Professional Manag
57.8K
+ 358.33%
N/A
74K $0
Liberty Global LTD
17.5K
+ 142.16%
N/A
29.9K $0
Liberty Global LTD
722
+ 3.39%
N/A
22K $0
Nuveen Churchill Direct Lend
51.3K
+ 348.05%
N/A
66.1K $0
Aim ETF Products Trust
600
+ 9.07%
N/A
7.21K $0
USEP
Innovator U.S. Equity Ultra Bu
437
+ 5.57%
N/A
8.29K $0
Blue Owl Cap Corp Iii
11.6K
New
N/A
11.6K $0
Blackrock Inc
1.05K
New
N/A
1.05K $0
Tidal Tr Ii
19.6K
+ 227.17%
N/A
28.2K $0
DSMC
ETF Ser Solutions Distillate S
750
+ 5.57%
N/A
14.2K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
22
+ 1.57%
$174.22 - $187.62 $3.83K - $4.13K
1.42K $249K
CF
Cf Industries Holdings, Inc.

Basic Materials
9
+ 0.28%
$81.39 - $94.14 $733 - $847
3.26K $278K
MCD
Mcdonalds Corp

Consumer Cyclical
266
+ 4.77%
$288.47 - $316.54 $76.7K - $84.2K
5.84K $1.69M
VOD
Vodafone Group Public LTD CO

Communication Services
11.2K
+ 17.22%
$8.37 - $9.95 $94K - $112K
76.5K $649K
FDVV
Fidelity High Dividend ETF

ETFs
96
+ 0.72%
$49.66 - $52.63 $4.77K - $5.05K
13.5K $673K
VCIT
Vanguard Intermediate Term Cor

ETFs
56
+ 2.04%
$80.13 - $83.77 $4.49K - $4.69K
2.8K $224K
AEP
American Electric Power CO Inc

Utilities
756
+ 10.11%
$90.91 - $102.21 $68.7K - $77.3K
8.24K $759K
HUBB
Hubbell Inc

Industrials
8
+ 0.71%
$418.89 - $472.12 $3.35K - $3.78K
1.13K $473K
CSX
Csx Corp

Industrials
1.25K
+ 5.79%
$31.58 - $36.88 $39.4K - $46.1K
22.8K $736K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
63
+ 1.0%
$51.09 - $55.27 $3.22K - $3.48K
6.35K $324K
PLD
Prologis, Inc.

Real Estate
739
+ 17.02%
$101.4 - $126.96 $74.9K - $93.8K
5.08K $537K
CAT
Caterpillar Inc

Industrials
364
+ 7.12%
$360.37 - $416.88 $131K - $152K
5.48K $1.99M
DNP
Dnp Select Income Fund Inc

Financial Services
1.08K
+ 5.0%
$8.82 - $9.96 $9.49K - $10.7K
22.6K $199K
BP
Bp PLC

Energy
126
+ 1.14%
$28.16 - $33.14 $3.55K - $4.18K
11.2K $331K
ADI
Analog Devices Inc

Technology
44
+ 2.62%
$206.35 - $236.48 $9.08K - $10.4K
1.73K $366K
UBER
Uber Technologies, Inc

Technology
688
+ 16.6%
$59.93 - $86.34 $41.2K - $59.4K
4.83K $291K
DHR
Danaher Corp

Healthcare
230
+ 14.86%
$226.16 - $274.52 $52K - $63.1K
1.78K $408K
AVY
Avery Dennison Corp

Industrials
1.97K
+ 16.98%
$186.26 - $220.48 $366K - $433K
13.5K $2.53M
VLO
Valero Energy Corp

Energy
102
+ 3.65%
$118.59 - $144.02 $12.1K - $14.7K
2.89K $354K
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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