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
OMCL
Omnicell, Inc

Healthcare
9.72K
+ 26.9%
$24.63 - $35.46 $239K - $345K
45.9K $1.35M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.34K
+ 18.53%
$23.55 - $27.67 $55.2K - $64.8K
15K $414K
NSC
Norfolk Southern Corp

Industrials
188
+ 10.76%
$206.34 - $257.46 $38.8K - $48.4K
1.94K $495K
MPC
Marathon Petroleum Corp

Energy
130
+ 4.8%
$118.55 - $170.08 $15.4K - $22.1K
2.84K $471K
MCO
Moodys Corp

Financial Services
91
+ 10.76%
$396.7 - $501.59 $36.1K - $45.6K
937 $469K
ADI
Analog Devices Inc

Technology
58
+ 3.43%
$164.6 - $238.02 $9.55K - $13.8K
1.75K $416K
HYG
Ishares Tr

ETFs
796
+ 13.77%
$75.75 - $80.65 $60.3K - $64.2K
6.58K $530K
IWD
Ishares Russell 1000 Val ETF

ETFs
200
+ 4.78%
$166.82 - $194.23 $33.4K - $38.8K
4.39K $852K
PFE
Pfizer Inc

Healthcare
4.72K
+ 12.49%
$21.59 - $24.84 $102K - $117K
42.5K $1.03M
USB
Us Bancorp \De\

Financial Services
801
+ 6.8%
$36.4 - $45.76 $29.2K - $36.7K
12.6K $568K
CASY
Caseys General Stores Inc

Consumer Cyclical
27
+ 3.86%
$415.82 - $510.91 $11.2K - $13.8K
727 $370K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.35K
+ 30.35%
$55.13 - $75.25 $74.1K - $101K
5.78K $396K
TXN
Texas Instruments Inc

Technology
337
+ 7.79%
N/A
4.66K $907K
SYK
Stryker Corp

Healthcare
88
+ 6.74%
$337.37 - $395.63 $29.7K - $34.8K
1.39K $551K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.18K
+ 1.98%
$45.2 - $46.6 $53.3K - $54.9K
60.8K $2.82M
GNK
Genco Shipping & Trading LTD

Industrials
5.89K
+ 9.52%
$11.36 - $14.56 $66.9K - $85.8K
67.8K $886K
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.6K
+ 11.2%
$13.03 - $15.28 $73K - $85.6K
55.6K $814K
SBUX
Starbucks Corp

Consumer Cyclical
852
+ 24.9%
$79.69 - $99.41 $67.9K - $84.7K
4.27K $391K
FDVV
Fidelity High Dividend ETF

ETFs
275
+ 2.03%
$43.6 - $52.02 $12K - $14.3K
13.9K $720K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.02%
$103.59 - $128.6 $104 - $129
4.31K $554K
IDEV
Ishares Core Msci Intl Develop

ETFs
58
+ 0.8%
$61.79 - $76.67 $3.58K - $4.45K
7.35K $558K
KMI
Kinder Morgan, Inc.

Energy
926
+ 3.62%
$25.21 - $29.4 $23.3K - $27.2K
26.5K $778K
HSY
Hershey CO

Consumer Defensive
339
+ 20.76%
$151.29 - $173.13 $51.3K - $58.7K
1.97K $327K
FITB
Fifth Third Bancorp

Financial Services
546
+ 4.27%
$33.32 - $41.51 $18.2K - $22.7K
13.3K $548K
MCK
Mckesson Corp

Healthcare
7
+ 1.01%
$652.83 - $732.78 $4.57K - $5.13K
697 $510K
CF
Cf Industries Holdings, Inc.

Basic Materials
8
+ 0.25%
$68.47 - $102.48 $548 - $820
3.16K $290K
XT
Ishares Tr Exponential Technol

ETFs
3
+ 0.05%
$49.86 - $65.25 $150 - $196
5.7K $372K
HBAN
Huntington Bancshares Inc

Financial Services
611
+ 3.48%
$12.49 - $16.76 $7.63K - $10.2K
18.2K $304K
TFC
Truist Financial Corp

Financial Services
584
+ 7.6%
$34.79 - $42.99 $20.3K - $25.1K
8.27K $355K
LAMR
Lamar Advertising CO

Real Estate
122
+ 3.86%
$102.35 - $121.67 $12.5K - $14.8K
3.28K $398K
NOC
Northrop Grumman Corp

Industrials
90
+ 15.71%
$456.3 - $540.39 $41.1K - $48.6K
663 $331K
LLY
Eli Lilly & CO

Healthcare
299
+ 7.0%
$713.71 - $898.95 $213K - $269K
4.57K $3.56M
MDT
Medtronic PLC

Healthcare
555
+ 10.8%
$80.68 - $88.86 $44.8K - $49.3K
5.69K $496K
LOW
Lowes Companies Inc

Consumer Cyclical
304
+ 10.69%
$210.83 - $235.28 $64.1K - $71.5K
3.15K $698K
SO
Southern CO

Utilities
388
+ 2.06%
$84.91 - $92.56 $32.9K - $35.9K
19.2K $1.76M
MBB
Ishares Tr

ETFs
343
+ 15.25%
$91.41 - $94.22 $31.4K - $32.3K
2.59K $243K
CMI
Cummins Inc

Industrials
52
+ 4.92%
$267.12 - $336.65 $13.9K - $17.5K
1.11K $362K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
585
+ 3.45%
$49.79 - $50.75 $29.1K - $29.7K
17.5K $890K
PHM
Pultegroup Inc

Consumer Cyclical
222
+ 6.76%
$92.02 - $106.54 $20.4K - $23.7K
3.51K $369K
PEG
Public Service Enterprise Group Inc

Utilities
210
+ 3.53%
$77.13 - $84.18 $16.2K - $17.7K
6.16K $518K
VBR
Vanguard Small Cap Value ETF

ETFs
54
+ 3.35%
$162.76 - $195.77 $8.79K - $10.6K
1.67K $325K
CFG
Citizens Financial Group Inc

Financial Services
45
+ 0.74%
$34.27 - $44.75 $1.54K - $2.01K
6.17K $275K
AEP
American Electric Power CO Inc

Utilities
704
+ 7.7%
$98.59 - $109.11 $69.4K - $76.8K
9.85K $1.02M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
32
+ 0.37%
$27.3 - $31.8 $874 - $1.02K
8.74K $278K
FISV
Fiserv Inc

Technology
167
+ 12.48%
N/A
1.51K $188K
DHR
Danaher Corp

Healthcare
140
+ 8.71%
$174.64 - $205.16 $24.4K - $28.7K
1.75K $345K
ADP
Automatic Data Processing Inc

Industrials
35
+ 3.04%
$276.76 - $326.81 $9.69K - $11.4K
1.19K $365K
CXW
Core Civic, Inc.

Real Estate
20
+ 0.12%
$19.06 - $23.06 $381 - $461
16.6K $350K
NEE
Nextera Energy Inc

Utilities
371
+ 3.94%
$64.11 - $75.0 $23.8K - $27.8K
9.79K $679K
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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