Accurate Wealth Management, LLC Incresed Positions in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
15.1K
+ 98.73%
$567.81 - $607.81 $8.58M - $9.18M
30.4K $17.8M
XLY
Select Sector Spdr Consumer Di

ETFs
34.4K
+ 1972.53%
$194.8 - $239.43 $6.7M - $8.24M
36.1K $8.11M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
83.9K
+ 197.15%
$91.29 - $91.8 $7.66M - $7.7M
126K $11.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
74.3K
+ 1356.87%
$100.16 - $100.7 $7.45M - $7.49M
79.8K $8.01M
XLC
Select Sector Spdr Tr Communic

ETFs
59.1K
+ 1068.32%
$89.66 - $102.16 $5.3M - $6.03M
64.6K $6.25M
AMP
Ameriprise Financial Inc

Financial Services
5.07K
+ 1067.37%
$473.15 - $574.01 $2.4M - $2.91M
5.55K $2.95M
BDX
Becton Dickinson & CO

Healthcare
11.4K
+ 750.36%
$220.02 - $243.75 $2.5M - $2.77M
12.9K $2.92M
NVDA
Nvidia Corp

Technology
6.47K
+ 8.2%
$117.0 - $148.88 $757K - $963K
85.3K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
949
+ 2.43%
$180.88 - $232.93 $172K - $221K
40K $8.77M
META
Meta Platforms, Inc.

Communication Services
2.26K
+ 27.0%
$554.08 - $632.68 $1.25M - $1.43M
10.6K $6.27M
GOOGL
Alphabet Inc.

Communication Services
3.58K
+ 19.14%
$161.86 - $196.66 $579K - $703K
22.3K $4.22M
FVRR
Fiverr International Ltd.

Communication Services
20.6K
+ 30.45%
$21.53 - $35.45 $444K - $732K
88.4K $2.81M
SQ
Block, Inc.

Technology
7.34K
+ 35.06%
$65.06 - $98.92 $477K - $726K
28.3K $2.4M
PLTR
Palantir Technologies Inc.

Technology
5.74K
+ 40.12%
$36.46 - $82.38 $209K - $472K
20K $1.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.9K
+ 26.06%
$61.68 - $67.87 $917K - $1.01M
72K $4.48M
FTNT
Fortinet, Inc.

Technology
7.37K
+ 62.34%
$76.49 - $99.21 $564K - $731K
19.2K $1.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.4K
+ 21.99%
$96.64 - $101.23 $1.1M - $1.16M
63.3K $6.14M
ZM
Zoom Video Communications, Inc.

Technology
7.12K
+ 33.52%
$67.21 - $89.03 $479K - $634K
28.4K $2.32M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5.84K
+ 25.6%
$58.32 - $85.45 $341K - $499K
28.7K $2.12M
WIX
Wix.Com Ltd.

Technology
1.65K
+ 27.32%
$156.75 - $229.35 $258K - $378K
7.68K $1.65M
ORCL
Oracle Corp

Technology
3.78K
+ 55.26%
$165.41 - $192.43 $626K - $728K
10.6K $1.77M
CRM
Salesforce, Inc.

Technology
1.22K
+ 38.97%
$270.87 - $367.87 $330K - $448K
4.34K $1.45M
ACGL
Arch Capital Group Ltd.

Financial Services
10.1K
+ 55.61%
$88.71 - $114.86 $894K - $1.16M
28.2K $2.61M
ENB
Enbridge Inc

Energy
12.8K
+ 145.85%
$40.4 - $43.92 $518K - $563K
21.6K $917K
IEFA
Ishares Tr

ETFs
14.4K
+ 24.32%
$70.06 - $77.43 $1.01M - $1.12M
73.7K $5.18M
ADBE
Adobe Inc.

Technology
1.24K
+ 168.56%
$437.39 - $552.96 $544K - $688K
1.98K $881K
ARCH
Arch Resources, Inc.

Energy
3.13K
+ 33.76%
$134.17 - $175.55 $420K - $550K
12.4K $1.75M
WMT
Walmart Inc.

Consumer Defensive
2.04K
+ 6.87%
$79.1 - $95.7 $161K - $195K
31.7K $2.86M
VGSH
Vanguard

ETFs
8.54K
+ 24.57%
$58.02 - $58.88 $496K - $503K
43.3K $2.52M
NFLX
Netflix Inc

Communication Services
238
+ 18.17%
$687.65 - $936.56 $164K - $223K
1.55K $1.38M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
11.4K
+ 25.78%
$45.17 - $47.23 $514K - $538K
55.5K $2.52M
SPIB
Spdr Portfolio Intermediate Te

ETFs
14.6K
+ 24.44%
$32.65 - $33.68 $476K - $491K
74.3K $2.43M
PAYC
Paycom Software, Inc.

Technology
1.33K
+ 38.41%
$159.94 - $240.25 $213K - $320K
4.79K $982K
VTI
Vanguard Total Stock Market Et

ETFs
1.11K
+ 11.6%
$280.04 - $302.45 $311K - $336K
10.7K $3.1M
ISRG
Intuitive Surgical Inc

Healthcare
373
+ 6.65%
$471.27 - $550.62 $176K - $205K
5.98K $3.12M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.14K
+ 61.23%
$50.62 - $50.97 $362K - $364K
18.8K $953K
NTNX
Nutanix, Inc.

Technology
5.47K
+ 41.81%
$56.46 - $73.18 $309K - $401K
18.6K $1.14M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.2K
+ 28.12%
$78.5 - $102.01 $173K - $224K
10K $990K
BX
Blackstone Inc.

Financial Services
1.48K
+ 29.5%
$148.45 - $199.05 $219K - $294K
6.49K $1.12M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
17.9K
+ 35.08%
$26.63 - $30.23 $478K - $542K
69.1K $1.84M
STLA
Stellantis N.V.

Consumer Cyclical
28K
+ 158.74%
$12.37 - $13.99 $346K - $391K
45.6K $594K
OMCL
Omnicell, Inc

Healthcare
7.11K
+ 33.44%
$39.5 - $53.05 $281K - $377K
28.4K $1.26M
MSFT
Microsoft Corp

Technology
1.27K
+ 5.47%
$406.35 - $454.46 $516K - $577K
24.5K $10.3M
CSCO
Cisco Systems, Inc.

Technology
303
+ 0.6%
$52.45 - $60.02 $15.9K - $18.2K
50.5K $2.99M
INTU
Intuit Inc

Technology
474
+ 31.54%
$602.01 - $706.25 $285K - $335K
1.98K $1.24M
GOOG
Alphabet Inc.

Communication Services
134
+ 1.11%
$163.08 - $198.16 $21.9K - $26.6K
12.2K $2.33M
ES
Eversource Energy

Utilities
5.92K
+ 159.63%
$55.9 - $67.73 $331K - $401K
9.63K $552K
OC
Owens Corning

Industrials
1.68K
+ 47.28%
$169.41 - $210.81 $284K - $353K
5.22K $889K
GNK
Genco Shipping & Trading LTD

Industrials
31.9K
+ 92.8%
$13.64 - $19.17 $435K - $611K
66.3K $923K
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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