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
PLD
Prologis, Inc.

Real Estate
464
+ 8.18%
$89.76 - $112.34 $41.6K - $52.1K
6.13K $644K
BR
Broadridge Financial Solutions, Inc.

Technology
34
+ 3.32%
$217.22 - $246.25 $7.39K - $8.37K
1.06K $257K
GUT
Gabelli Utility Trust

Financial Services
12
+ 0.07%
$4.95 - $5.81 $59.4 - $69.7
16.4K $95K
MDLZ
Mondelez International, Inc.

Consumer Defensive
140
+ 3.08%
$63.54 - $68.5 $8.9K - $9.59K
4.69K $315K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
12
+ 0.54%
$107.61 - $119.09 $1.29K - $1.43K
2.23K $263K
ZTS
Zoetis Inc.

Healthcare
151
+ 6.88%
$144.41 - $170.3 $21.8K - $25.7K
2.35K $366K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
47
+ 0.85%
$49.57 - $50.27 $2.33K - $2.36K
5.56K $279K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
64
+ 1.39%
$50.36 - $50.68 $3.22K - $3.24K
4.68K $237K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
49
+ 1.47%
N/A
3.39K $211K
TGT
Target Corp

Consumer Defensive
182
+ 6.54%
$88.76 - $105.77 $16.2K - $19.3K
2.97K $292K
Tidal Tr Ii
9.42K
+ 8.27%
N/A
123K $0
Tidal Tr Ii
13.4K
+ 9.83%
N/A
150K $0
Trust For Professional Manag
6.01K
+ 3.46%
N/A
180K $0
DGIN
Vaneck Fds Digital India ETF
7.89K
New
N/A
7.89K $0
Aim ETF Products Trust
266
+ 3.83%
N/A
7.21K $0
Vaneck Bitcoin ETF
11.2K
+ 108.82%
N/A
21.6K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
441
+ 1.75%
N/A
25.7K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.46K
New
N/A
5.46K $0
Lam Research Corp
11.5K
New
N/A
11.5K $0
Galaxy Digital Inc.
21.6K
New
N/A
21.6K $0
Liberty Global LTD
2.51K
+ 7.25%
N/A
37K $0
Ge Vernova Inc
568
New
N/A
568 $0
Aim ETF Products Trust
3.13K
+ 33.11%
N/A
12.6K $0
Tidal Tr Ii
4.35K
+ 4.01%
N/A
113K $0
Tidal Tr Ii
3.76K
+ 4.65%
N/A
84.7K $0
Blackrock Inc
82
+ 6.77%
N/A
1.29K $0
ETF Opportunities Trust
485
+ 1.98%
N/A
25K $0
Rocket Lab Corp
6.45K
New
N/A
6.45K $0
Core Natural Resources Inc
2.92K
+ 17.94%
N/A
19.2K $0
Palmer Square Funds Trust
3.52K
+ 8.59%
N/A
44.5K $0
Ishares Bitcoin Trust ETF
1.08K
+ 19.47%
N/A
6.63K $0
Ferguson Enterprises Inc
1.16K
New
N/A
1.16K $0
DFSI
Dimensional ETF Tr Dimen Intl
5.83K
New
N/A
5.83K $0
Innovator Etfs Trust
7.26K
New
N/A
7.26K $0
Labcorp Holdings Inc
74
+ 7.21%
N/A
1.1K $0
Innovator Etfs Trust
3.53K
+ 36.25%
N/A
13.3K $0
Nuveen Churchill Direct Lend
464
+ 0.82%
N/A
56.7K $0
AWK
American Water Works Company, Inc.

Utilities
107
+ 6.05%
$133.82 - $151.96 $14.3K - $16.3K
1.88K $261K
WPC
W. P. Carey Inc.

Real Estate
20
+ 0.42%
$56.12 - $64.53 $1.12K - $1.29K
4.79K $298K
PRU
Prudential Financial Inc

Financial Services
261
+ 3.35%
$95.12 - $112.71 $24.8K - $29.4K
8.06K $866K
DUK
Duke Energy Corp

Utilities
104
+ 2.39%
$112.46 - $124.05 $11.7K - $12.9K
4.46K $526K
IT
Gartner Inc

Technology
36
+ 2.83%
$377.5 - $449.52 $13.6K - $16.2K
1.31K $528K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
650
+ 2.04%
$12.21 - $13.9 $7.94K - $9.04K
32.6K $424K
LEN
Lennar Corp

Consumer Cyclical
179
+ 2.78%
$102.76 - $115.66 $18.4K - $20.7K
6.61K $731K
CMCSA
Comcast Corp

Communication Services
186
+ 1.25%
$32.84 - $36.72 $6.11K - $6.83K
15K $536K
VZ
Verizon Communications Inc

Communication Services
1.58K
+ 4.05%
$41.67 - $45.62 $66K - $72.2K
40.7K $1.76M
UPS
United Parcel Service Inc

Industrials
164
+ 5.06%
$91.92 - $110.2 $15.1K - $18.1K
3.41K $343K
ELV
Elevance Health, Inc.

Healthcare
33
+ 4.9%
$372.27 - $452.69 $12.3K - $14.9K
707 $274K
TMO
Thermo Fisher Scientific Inc.

Healthcare
106
+ 15.52%
$390.26 - $489.06 $41.4K - $51.8K
789 $319K
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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