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
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.11K
New
$91.23 - $97.27 $193K - $206K
2.11K $205K
PH
Parker Hannifin Corp

Industrials
75
+ 4.46%
$517.23 - $700.54 $38.8K - $52.5K
1.76K $1.23M
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 2.19%
$200.21 - $256.99 $19K - $24.4K
4.43K $1.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.17K
New
$85.42 - $94.39 $186K - $205K
2.17K $203K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.26K
New
$51.36 - $62.5 $167K - $204K
3.26K $203K
T
At&T Inc.

Communication Services
5.91K
+ 12.67%
$26.33 - $28.94 $156K - $171K
52.6K $1.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
325
+ 31.22%
$320.42 - $424.58 $104K - $138K
1.37K $576K
NOW
Service Now, Inc.

Technology
117
+ 36.11%
$721.65 - $1040.18 $84.4K - $122K
441 $453K
HOOD
Robinhood Markets, Inc.

Technology
2.08K
New
$34.17 - $93.63 $71.1K - $195K
2.08K $194K
VRT
Vertiv Holdings CO

Industrials
2.25K
New
N/A
2.25K $194K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.02K
+ 26.42%
$22.27 - $29.21 $89.6K - $118K
19.3K $562K
YOU
Clear Secure, Inc.

Technology
4.22K
+ 12.8%
$23.96 - $27.76 $101K - $117K
37.2K $1.03M
GILD
Gilead Sciences, Inc.

Healthcare
1.59K
+ 33.75%
$96.91 - $113.0 $154K - $180K
6.31K $699K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.2K
New
$14.97 - $16.79 $153K - $172K
10.2K $171K
PANW
Palo Alto Networks Inc

Technology
344
+ 12.3%
$152.44 - $204.64 $52.4K - $70.4K
3.14K $642K
MCD
Mcdonalds Corp

Consumer Cyclical
989
+ 16.09%
$285.55 - $321.23 $282K - $318K
7.14K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 10.04%
$908.13 - $1056.85 $104K - $120K
1.25K $1.24M
SNPS
Synopsys Inc

Technology
113
+ 9.15%
$380.9 - $517.66 $43K - $58.5K
1.35K $691K
UBER
Uber Technologies, Inc

Technology
538
+ 10.04%
$64.62 - $93.3 $34.8K - $50.2K
5.9K $550K
DE
Deere & CO

Industrials
115
+ 4.73%
$412.99 - $531.48 $47.5K - $61.1K
2.55K $1.29M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
3.36K
+ 38.11%
$31.44 - $36.79 $106K - $124K
12.2K $447K
DVN
Devon Energy Corp

Energy
9.87K
+ 34.25%
$26.8 - $37.92 $264K - $374K
38.7K $1.23M
JCI
Johnson Controls International PLC

Industrials
196
+ 3.88%
$71.14 - $105.62 $13.9K - $20.7K
5.24K $553K
WFC
Wells Fargo & Company

Financial Services
951
+ 11.27%
$60.98 - $80.12 $58K - $76.2K
9.39K $752K
BX
Blackstone Inc.

Financial Services
520
+ 7.97%
$120.07 - $151.11 $62.4K - $78.6K
7.04K $1.05M
CDNS
Cadence Design Systems Inc

Technology
174
+ 11.2%
$231.64 - $323.08 $40.3K - $56.2K
1.73K $532K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.43K
+ 52.52%
$47.46 - $55.3 $115K - $134K
7.04K $388K
PNC
Pnc Financial Services Group, Inc.

Financial Services
210
+ 2.42%
$149.76 - $186.42 $31.4K - $39.1K
8.88K $1.66M
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.16%
$211.12 - $274.14 $1.27K - $1.64K
3.7K $1.01M
LZ
Legalzoom.Com, Inc.

Industrials
12.8K
+ 22.51%
$6.61 - $9.71 $84.7K - $124K
69.7K $621K
VONV
Vanguard Russell 1000 Value Et

ETFs
695
+ 3.43%
$73.19 - $85.21 $50.9K - $59.2K
20.9K $1.78M
STLA
Stellantis N.V.

Consumer Cyclical
18.2K
+ 39.21%
$8.53 - $11.27 $155K - $205K
64.5K $646K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.6K
+ 42.87%
$45.89 - $47.6 $119K - $124K
8.67K $412K
GD
General Dynamics Corp

Industrials
183
+ 4.79%
$247.68 - $291.66 $45.3K - $53.4K
4K $1.17M
LMT
Lockheed Martin Corp

Industrials
209
+ 11.74%
$430.82 - $486.45 $90K - $102K
1.99K $921K
HIG
Hartford Financial Services Group, Inc.

Financial Services
824
+ 14.84%
$109.83 - $131.67 $90.5K - $108K
6.38K $809K
VOD
Vodafone Group Public LTD CO

Communication Services
712
+ 0.81%
$8.19 - $10.66 $5.83K - $7.59K
88.3K $941K
MET
Metlife Inc

Financial Services
1.43K
+ 9.1%
$68.42 - $82.49 $98K - $118K
17.2K $1.38M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
532
+ 5.01%
$58.41 - $72.69 $31.1K - $38.7K
11.2K $810K
AVDV
American Centy ETF Tr Avantis

ETFs
262
+ 2.64%
$61.76 - $79.32 $16.2K - $20.8K
10.2K $808K
EMR
Emerson Electric CO

Industrials
292
+ 9.94%
$94.15 - $133.33 $27.5K - $38.9K
3.23K $430K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
224
+ 1.46%
$90.56 - $109.49 $20.3K - $24.5K
15.6K $1.71M
MGA
Magna International Inc

Consumer Cyclical
242
+ 1.21%
$30.82 - $38.61 $7.46K - $9.34K
20.2K $781K
ABT
Abbott Laboratories

Healthcare
582
+ 9.74%
$123.95 - $138.08 $72.1K - $80.4K
6.56K $891K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.31K
+ 22.71%
$72.02 - $73.82 $94.4K - $96.8K
7.09K $521K
CPRI
Capri Holdings LTD

Consumer Cyclical
9.62K
+ 26.23%
$12.48 - $19.63 $120K - $189K
46.3K $819K
AMGN
Amgen Inc

Healthcare
676
+ 23.03%
$262.28 - $309.85 $177K - $209K
3.61K $1.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.61K
+ 29.3%
$45.11 - $52.34 $72.6K - $84.2K
7.1K $371K
VTV
Vanguard Value ETF

ETFs
222
+ 2.63%
$153.67 - $176.74 $34.1K - $39.2K
8.65K $1.53M
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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