Accurate Wealth Management, LLC Incresed Positions in Q1 2025

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
133K
+ 3525.81%
$91.17 - $95.39 $12.2M - $12.7M
137K $13.1M
GLD
Spdr Gold Trust

ETFs
36.1K
+ 908.35%
$243.19 - $288.14 $8.78M - $10.4M
40.1K $11.6M
PG
Procter & Gamble CO

Consumer Defensive
53.8K
+ 199.7%
$158.56 - $176.26 $8.52M - $9.48M
80.7K $13.7M
BSX
Boston Scientific Corp

Healthcare
28.1K
+ 1168.69%
$89.38 - $106.18 $2.51M - $2.98M
30.5K $3.08M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
46.3K
+ 398.01%
$30.59 - $33.02 $1.42M - $1.53M
58K $1.85M
ABBV
Abb Vie Inc.

Healthcare
3.65K
+ 27.23%
$169.2 - $216.66 $618K - $791K
17.1K $3.58M
XOM
Exxon Mobil Corp

Energy
1.41K
+ 2.15%
$105.44 - $118.93 $149K - $168K
67K $7.97M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.99K
+ 9.82%
$551.42 - $612.93 $1.65M - $1.83M
33.4K $18.7M
SPOT
Spotify Technology S.A.

Communication Services
1.23K
+ 129.6%
$457.79 - $648.32 $561K - $795K
2.17K $1.19M
IEFA
Ishares Tr

ETFs
3.11K
+ 4.22%
$69.57 - $78.65 $216K - $244K
76.8K $5.87M
ZM
Zoom Video Communications, Inc.

Technology
11.6K
+ 40.84%
$72.23 - $88.64 $837K - $1.03M
40K $2.95M
WMT
Walmart Inc.

Consumer Defensive
7.86K
+ 24.81%
$84.5 - $105.05 $664K - $826K
39.6K $3.47M
V
Visa Inc.

Financial Services
302
+ 2.15%
$306.92 - $362.71 $92.7K - $110K
14.3K $5.02M
RTX
Raytheon Technologies Corp

Industrials
3.35K
+ 49.38%
$114.1 - $135.66 $382K - $454K
10.1K $1.34M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 4.83%
$225.19 - $279.95 $338K - $420K
32.5K $7.98M
VGSH
Vanguard

ETFs
8.22K
+ 18.99%
$58.07 - $58.68 $478K - $483K
51.5K $3.02M
PM
Philip Morris International Inc.

Consumer Defensive
655
+ 6.43%
$117.15 - $158.79 $76.7K - $104K
10.8K $1.72M
VONG
Vanguard Russell 1000 Growth E

ETFs
5.95K
+ 71.65%
$92.71 - $107.38 $552K - $639K
14.3K $1.32M
PAYC
Paycom Software, Inc.

Technology
1.79K
+ 37.39%
$199.42 - $225.82 $357K - $405K
6.59K $1.44M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.54K
+ 72.1%
$307.43 - $357.48 $474K - $552K
3.68K $1.14M
DE
Deere & CO

Industrials
670
+ 38.05%
$408.57 - $509.27 $274K - $341K
2.43K $1.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.72K
+ 4.29%
$95.85 - $99.25 $260K - $270K
66K $6.52M
SQ
Block, Inc.

Technology
20.3K
+ 71.77%
$54.04 - $92.95 $1.1M - $1.89M
48.6K $2.78M
COP
Conocophillips

Energy
2.41K
+ 15.73%
$88.6 - $105.85 $214K - $255K
17.7K $1.86M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
512
+ 55.83%
$402.49 - $513.76 $206K - $263K
1.43K $692K
GE
General Electric CO

Industrials
1.16K
+ 49.36%
$168.59 - $212.13 $195K - $245K
3.5K $700K
LLY
Eli Lilly & CO

Healthcare
93
+ 2.22%
$725.72 - $929.72 $67.5K - $86.5K
4.27K $3.53M
IBM
International Business Machines Corp

Technology
607
+ 11.76%
$217.4 - $264.74 $132K - $161K
5.77K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.1K
+ 14.1%
$57.21 - $65.8 $581K - $668K
82.1K $4.78M
MMM
3 M CO

Industrials
943
+ 10.98%
$129.7 - $155.12 $122K - $146K
9.53K $1.4M
T
At&T Inc.

Communication Services
1.43K
+ 3.17%
$21.56 - $28.28 $30.9K - $40.6K
46.6K $1.32M
VZ
Verizon Communications Inc

Communication Services
1.95K
+ 5.25%
$37.81 - $46.49 $73.8K - $90.7K
39.1K $1.77M
SO
Southern CO

Utilities
1.13K
+ 6.41%
$80.96 - $92.96 $91.7K - $105K
18.8K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
394
+ 10.69%
$461.52 - $548.18 $182K - $216K
4.08K $2.14M
FDX
Fedex Corp

Industrials
1.48K
+ 61.33%
$230.33 - $281.53 $340K - $415K
3.88K $945K
GBDC
Golub Capital Bdc, Inc.

Financial Services
17K
+ 51.58%
$14.46 - $15.96 $246K - $271K
50K $756K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
550
+ 60.91%
$507.05 - $563.67 $279K - $310K
1.45K $742K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.12K
+ 7.41%
$44.68 - $46.49 $184K - $191K
59.7K $2.76M
AEP
American Electric Power CO Inc

Utilities
910
+ 11.05%
$90.32 - $109.27 $82.2K - $99.4K
9.15K $999K
KO
Coca Cola CO

Consumer Defensive
1.41K
+ 10.22%
$60.81 - $72.32 $86K - $102K
15.2K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
302
+ 5.17%
$279.74 - $321.29 $84.5K - $97K
6.15K $1.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.42K
+ 49.54%
$49.25 - $50.66 $218K - $224K
13.4K $661K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.19K
+ 27.36%
$106.31 - $123.73 $127K - $148K
5.55K $687K
GILD
Gilead Sciences, Inc.

Healthcare
1.26K
+ 36.4%
$89.14 - $117.41 $112K - $148K
4.71K $528K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.11K
+ 7.39%
$25.81 - $28.52 $132K - $146K
74.2K $2.05M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.77K
+ 6.42%
$32.5 - $33.3 $155K - $159K
79K $2.63M
ABT
Abbott Laboratories

Healthcare
614
+ 11.46%
$111.1 - $140.22 $68.2K - $86.1K
5.97K $792K
AMGN
Amgen Inc

Healthcare
111
+ 3.93%
$258.59 - $327.36 $28.7K - $36.3K
2.94K $914K
VOD
Vodafone Group Public LTD CO

Communication Services
11.1K
+ 14.55%
$8.05 - $9.86 $89.6K - $110K
87.6K $820K
Activity Summary
Buys All Purchases 227 New Holdings 51 Increased Positions 176 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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