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
CMS
Cms Energy Corp

Utilities
10
+ 0.17%
$65.76 - $71.94 $658 - $719
5.9K $393K
KO
Coca Cola CO

Consumer Defensive
1.53K
+ 12.47%
$61.74 - $71.71 $94.6K - $110K
13.8K $860K
THO
Thor Industries Inc

Consumer Cyclical
465
+ 9.86%
$94.35 - $115.54 $43.9K - $53.7K
5.18K $495K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
403
+ 1.81%
$45.07 - $47.1 $18.2K - $19K
22.7K $1.03M
IT
Gartner Inc

Technology
6
+ 0.46%
$481.22 - $551.8 $2.89K - $3.31K
1.31K $632K
DUK
Duke Energy Corp

Utilities
58
+ 1.33%
$105.76 - $120.76 $6.13K - $7K
4.43K $477K
CMCSA
Comcast Corp

Communication Services
697
+ 5.54%
$37.39 - $45.14 $26.1K - $31.5K
13.3K $498K
WPC
W. P. Carey Inc.

Real Estate
101
+ 2.42%
$53.44 - $61.33 $5.4K - $6.19K
4.28K $232K
NOC
Northrop Grumman Corp

Industrials
6
+ 1.05%
$466.52 - $543.88 $2.8K - $3.26K
578 $271K
MDT
Medtronic PLC

Healthcare
159
+ 3.73%
$79.61 - $92.24 $12.7K - $14.7K
4.42K $353K
EMN
Eastman Chemical CO

Basic Materials
297
+ 10.23%
$90.03 - $110.64 $26.7K - $32.9K
3.2K $292K
IDEV
Ishares Core Msci Intl Develop

ETFs
165
+ 2.28%
$64.18 - $70.42 $10.6K - $11.6K
7.42K $478K
MRK
Merck & Co., Inc.

Healthcare
1.63K
+ 11.61%
$96.31 - $114.76 $157K - $187K
15.7K $1.56M
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 73.23%
$181.96 - $405.9 $196K - $436K
2.54K $462K
RIO
Rio Tinto PLC

Basic Materials
1.76K
+ 15.1%
$58.59 - $71.15 $103K - $125K
13.4K $787K
MMM
3 M CO

Industrials
160
+ 1.9%
$124.74 - $137.12 $20K - $21.9K
8.59K $1.11M
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.13%
$75.95 - $88.05 $380 - $440
3.9K $297K
GD
General Dynamics Corp

Industrials
260
+ 8.3%
$260.28 - $314.03 $67.7K - $81.6K
3.39K $894K
CCI
Crown Castle International Corp

Real Estate
124
+ 5.38%
$89.78 - $119.11 $11.1K - $14.8K
2.43K $220K
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 1.87%
$501.29 - $612.85 $6.52K - $7.97K
708 $368K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.21%
$244.52 - $284.07 $1.47K - $1.7K
2.83K $698K
PG
Procter & Gamble CO

Consumer Defensive
455
+ 1.72%
$161.05 - $179.7 $73.3K - $81.8K
26.9K $4.51M
KSS
Kohls Corp

Consumer Cyclical
101
+ 0.94%
$13.86 - $20.95 $1.4K - $2.12K
10.9K $152K
LHX
L3 Harris Technologies, Inc.

Industrials
152
+ 3.78%
$208.94 - $264.22 $31.8K - $40.2K
4.18K $877K
AZN
Astrazeneca PLC

Healthcare
275
+ 3.36%
$63.2 - $79.58 $17.4K - $21.9K
8.46K $554K
NEE
Nextera Energy Inc

Utilities
232
+ 2.62%
$69.77 - $85.43 $16.2K - $19.8K
9.1K $652K
PEP
Pepsico Inc

Consumer Defensive
450
+ 4.81%
$151.29 - $176.1 $68.1K - $79.2K
9.81K $1.49M
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 8.44%
$143.34 - $165.86 $259K - $300K
23.2K $3.36M
SO
Southern CO

Utilities
280
+ 1.61%
$81.5 - $94.15 $22.8K - $26.4K
17.7K $1.45M
AMGN
Amgen Inc

Healthcare
99
+ 3.63%
$258.78 - $328.31 $25.6K - $32.5K
2.82K $736K
AMD
Advanced Micro Devices Inc

Technology
43
+ 1.01%
$118.88 - $172.8 $5.11K - $7.43K
4.3K $519K
CTAS
Cintas Corp

Industrials
865
+ 5.92%
$182.7 - $226.47 $158K - $196K
15.5K $2.83M
AMAT
Applied Materials Inc

Technology
315
+ 3.62%
$161.44 - $213.89 $50.9K - $67.4K
9.02K $1.47M
LLY
Eli Lilly & CO

Healthcare
114
+ 2.8%
$727.2 - $932.06 $82.9K - $106K
4.18K $3.23M
XOM
Exxon Mobil Corp

Energy
1.72K
+ 2.69%
$105.51 - $125.37 $181K - $216K
65.6K $7.06M
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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