Accurate Wealth Management, LLC Incresed Positions in Q3 2024

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
23.3K
+ 675.67%
$215.56 - $246.98 $5.03M - $5.76M
26.8K $6.51M
XLF
Financial Sector Spdr

ETFs
126K
+ 1093.75%
$40.84 - $45.74 $5.14M - $5.75M
137K $6.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.39K
+ 121.4%
$517.38 - $573.86 $4.34M - $4.81M
15.3K $8.78M
AAPL
Apple Inc.

Technology
8.35K
+ 8.75%
$207.23 - $234.82 $1.73M - $1.96M
104K $24.2M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
34.9K
+ 59.87%
$42.72 - $47.0 $1.49M - $1.64M
93.2K $4.38M
IVV
Ishares Core S&P 500 ETF

ETFs
2.47K
+ 200.57%
$520.18 - $576.82 $1.28M - $1.42M
3.69K $2.13M
GBIL
Goldman Sachs Access Treasury

ETFs
14.2K
+ 74.0%
$99.7 - $100.3 $1.42M - $1.42M
33.4K $3.35M
IEFA
Ishares Tr

ETFs
13.3K
+ 28.95%
$70.09 - $78.74 $933K - $1.05M
59.3K $4.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 271.87%
$92.63 - $105.69 $1.08M - $1.23M
16K $1.66M
VTI
Vanguard Total Stock Market Et

ETFs
3.67K
+ 62.11%
$255.18 - $283.2 $937K - $1.04M
9.59K $2.71M
META
Meta Platforms, Inc.

Communication Services
773
+ 10.18%
$453.41 - $572.44 $350K - $442K
8.36K $4.79M
JNJ
Johnson & Johnson

Healthcare
4.16K
+ 24.1%
$145.48 - $167.38 $605K - $696K
21.4K $3.47M
LLY
Eli Lilly & CO

Healthcare
1.07K
+ 35.76%
$772.14 - $960.02 $827K - $1.03M
4.07K $3.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.3K
+ 149.46%
$61.11 - $67.85 $749K - $831K
20.5K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
2.89K
+ 10.22%
$194.9 - $224.8 $564K - $650K
31.2K $6.58M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
18.9K
+ 61.9%
$35.93 - $39.59 $680K - $750K
49.5K $1.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.05K
+ 18.42%
$405.19 - $478.57 $427K - $504K
6.78K $3.12M
NOW
Service Now, Inc.

Technology
738
+ 83.39%
$730.87 - $937.36 $539K - $692K
1.62K $1.45M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.52K
+ 193.13%
$73.43 - $80.37 $625K - $685K
12.9K $1.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.56K
+ 15.28%
$57.32 - $62.65 $434K - $474K
57.1K $3.56M
HD
Home Depot, Inc.

Consumer Cyclical
235
+ 2.78%
$333.64 - $405.2 $78.4K - $95.2K
8.69K $3.52M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.3K
+ 37.72%
$32.36 - $33.78 $529K - $552K
59.7K $2.01M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4.33K
+ 23.39%
$41.77 - $67.84 $181K - $293K
22.8K $1.46M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
10.7K
+ 32.12%
$44.9 - $47.55 $482K - $510K
44.2K $2.08M
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
15.3K
+ 64.32%
$28.65 - $32.83 $438K - $502K
39K $1.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.49K
+ 172.84%
$84.77 - $97.13 $465K - $533K
8.66K $829K
FVRR
Fiverr International Ltd.

Communication Services
15.5K
+ 29.69%
$21.29 - $26.73 $330K - $415K
67.8K $1.75M
DGRO
Ishares Core Dividend Growth E

ETFs
6.01K
+ 20.12%
$57.47 - $62.76 $346K - $377K
35.9K $2.25M
ZM
Zoom Video Communications, Inc.

Technology
5.09K
+ 31.49%
$55.32 - $71.9 $282K - $366K
21.3K $1.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6K
+ 29.58%
$76.94 - $79.54 $462K - $477K
26.3K $2.09M
ABBV
Abb Vie Inc.

Healthcare
727
+ 5.17%
$163.84 - $199.33 $119K - $145K
14.8K $2.92M
SQ
Block, Inc.

Technology
6.24K
+ 42.45%
$57.21 - $72.07 $357K - $450K
20.9K $1.41M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
11.9K
+ 30.47%
$25.45 - $29.53 $304K - $353K
51.1K $1.49M
CPRI
Capri Holdings LTD

Consumer Cyclical
6.49K
+ 36.13%
$29.61 - $42.44 $192K - $275K
24.4K $1.04M
VGSH
Vanguard

ETFs
7.01K
+ 25.24%
$57.74 - $59.13 $405K - $414K
34.8K $2.05M
MGA
Magna International Inc

Consumer Cyclical
10.9K
+ 173.67%
$38.03 - $45.82 $414K - $499K
17.2K $703K
WMT
Walmart Inc.

Consumer Defensive
784
+ 2.72%
$66.91 - $81.4 $52.5K - $63.8K
29.7K $2.39M
OMCL
Omnicell, Inc

Healthcare
2.75K
+ 14.83%
$25.61 - $45.43 $70.3K - $125K
21.3K $926K
VOD
Vodafone Group Public LTD CO

Communication Services
39.4K
+ 152.71%
$8.8 - $10.35 $347K - $408K
65.3K $653K
IEMG
Ishares Inc

ETFs
7.85K
+ 126.98%
$53.64 - $53.64 $421K - $421K
14K $752K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.4K
+ 17.98%
$105.53 - $118.34 $253K - $284K
15.8K $1.84M
C
Citigroup Inc

Financial Services
6.72K
+ 70.18%
$56.11 - $67.61 $377K - $455K
16.3K $1.02M
MA
Mastercard Inc

Financial Services
5
+ 0.07%
$429.6 - $500.99 $2.15K - $2.5K
7.55K $3.73M
GSUS
Goldman Sachs ETF Tr Marketbet

ETFs
4.87K
+ 168.79%
$71.01 - $78.81 $346K - $384K
7.75K $610K
CAT
Caterpillar Inc

Industrials
273
+ 5.64%
$316.8 - $391.12 $86.5K - $107K
5.11K $2M
TJX
Tjx Companies Inc

Consumer Cyclical
1.45K
+ 5.17%
$107.93 - $120.23 $157K - $175K
29.6K $3.48M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.45K
+ 176.82%
$50.52 - $50.95 $376K - $380K
11.7K $593K
LMT
Lockheed Martin Corp

Industrials
310
+ 18.9%
$460.3 - $584.56 $143K - $181K
1.95K $1.14M
MSFT
Microsoft Corp

Technology
1.69K
+ 7.84%
$395.15 - $467.56 $666K - $788K
23.2K $9.98M
Activity Summary
Buys All Purchases 240 New Holdings 64 Increased Positions 176 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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