Accurate Wealth Management, LLC Incresed Positions in Q3 2025

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
11.1K
+ 10.59%
$202.38 - $256.87 $2.24M - $2.85M
116K $29.5M
TSLA
Tesla, Inc.

Consumer Cyclical
3.23K
+ 9.81%
$293.94 - $444.72 $949K - $1.44M
36.1K $16.1M
NVDA
Nvidia Corp

Technology
11K
+ 11.38%
$153.3 - $186.58 $1.69M - $2.06M
108K $20.1M
RSG
Republic Services, Inc.

Industrials
12K
+ 423.97%
$225.33 - $246.01 $2.7M - $2.95M
14.8K $3.4M
GOOGL
Alphabet Inc.

Communication Services
2.54K
+ 8.75%
$174.36 - $254.72 $443K - $647K
31.6K $7.68M
MCK
Mckesson Corp

Healthcare
3.23K
+ 463.56%
$659.01 - $772.54 $2.13M - $2.5M
3.93K $3.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.18K
+ 124.36%
$567.77 - $614.76 $1.8M - $1.95M
5.73K $3.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
799
+ 2.53%
$546.99 - $602.2 $437K - $481K
32.4K $19.4M
AVGO
Broadcom Inc.

Technology
2.1K
+ 9.21%
$264.74 - $369.57 $556K - $776K
24.9K $8.21M
JPM
Jpmorgan Chase & CO

Financial Services
2.54K
+ 7.32%
$282.78 - $316.06 $717K - $802K
37.2K $11.7M
META
Meta Platforms, Inc.

Communication Services
2.25K
+ 20.27%
$695.21 - $791.73 $1.56M - $1.78M
13.3K $9.79M
IEFA
Ishares Tr

ETFs
13.1K
+ 14.9%
$81.7 - $87.53 $1.07M - $1.15M
101K $8.85M
JNJ
Johnson & Johnson

Healthcare
2.08K
+ 8.13%
$155.17 - $185.42 $323K - $386K
27.7K $5.13M
AMZN
Amazon Com Inc

Consumer Cyclical
5.18K
+ 12.02%
$211.65 - $238.24 $1.1M - $1.23M
48.3K $10.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.6K
+ 15.43%
$97.75 - $100.75 $1.04M - $1.07M
79.4K $7.96M
HWM
Howmet Aerospace Inc.

Industrials
5.66K
+ 258.83%
$171.0 - $196.23 $968K - $1.11M
7.84K $1.54M
PLTR
Palantir Technologies Inc.

Technology
258
+ 1.14%
$130.68 - $186.97 $33.7K - $48.2K
22.8K $4.16M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19.7K
+ 32.33%
$45.72 - $47.27 $899K - $930K
80.5K $3.78M
GOOG
Alphabet Inc.

Communication Services
492
+ 3.92%
$175.16 - $255.24 $86.2K - $126K
13K $3.18M
ORCL
Oracle Corp

Technology
1.04K
+ 9.92%
$218.96 - $328.33 $228K - $342K
11.5K $3.24M
COST
Costco Wholesale Corp

Consumer Defensive
1.04K
+ 83.12%
$915.95 - $994.57 $952K - $1.03M
2.29K $2.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.84K
+ 133.88%
$74.68 - $80.26 $735K - $790K
17.2K $1.38M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.8K
+ 18.79%
$30.13 - $33.37 $475K - $526K
99.6K $3.32M
AMD
Advanced Micro Devices Inc

Technology
4.22K
+ 97.42%
$134.8 - $184.42 $569K - $779K
8.56K $1.38M
NFLX
Netflix Inc

Communication Services
818
+ 41.02%
$1147.87 - $1297.18 $939K - $1.06M
2.81K $3.37M
HD
Home Depot, Inc.

Consumer Cyclical
639
+ 5.91%
$357.4 - $423.42 $228K - $271K
11.5K $4.64M
CAT
Caterpillar Inc

Industrials
53
+ 0.75%
$390.92 - $477.15 $20.7K - $25.3K
7.08K $3.38M
VUG
Vanguard Growth ETF

ETFs
562
+ 7.29%
$433.97 - $484.08 $244K - $272K
8.28K $3.97M
WMT
Walmart Inc.

Consumer Defensive
3.18K
+ 6.86%
$94.4 - $104.27 $300K - $332K
49.5K $5.1M
UNH
Unitedhealth Group Inc

Healthcare
1.33K
+ 40.63%
$237.77 - $353.61 $315K - $469K
4.59K $1.58M
AVDV
American Centy ETF Tr Avantis

ETFs
5.07K
+ 49.75%
$79.24 - $89.03 $402K - $452K
15.3K $1.36M
GBIL
Goldman Sachs Access Treasury

ETFs
5.47K
+ 22.52%
$99.82 - $100.23 $546K - $548K
29.7K $2.98M
VIG
Vanguard Dividend Appreciation

ETFs
3.01K
+ 244.68%
N/A
4.24K $772K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.16K
+ 3.4%
$135.0 - $146.02 $156K - $169K
35.1K $5.11M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.25K
+ 49.98%
$275.84 - $326.36 $343K - $406K
3.74K $1.22M
XOM
Exxon Mobil Corp

Energy
1.37K
+ 1.9%
$105.83 - $117.22 $145K - $161K
73.6K $8.3M
CVX
Chevron Corp

Energy
1.13K
+ 4.37%
$145.57 - $161.83 $165K - $183K
27K $4.19M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.83K
+ 177.56%
$54.35 - $59.32 $426K - $465K
12.2K $724K
OUNZ
Van Eck Merk Gold Trust

ETFs
9.25K
+ 35.79%
$31.49 - $37.19 $291K - $344K
35.1K $1.31M
BNDX
Vanguard Total International B

ETFs
9.62K
+ 179.1%
$49.0 - $49.51 $472K - $476K
15K $741K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.91K
+ 17.45%
$91.44 - $91.77 $449K - $451K
33.1K $3.04M
VTI
Vanguard Total Stock Market Et

ETFs
737
+ 9.69%
$303.93 - $329.86 $224K - $243K
8.35K $2.74M
VGT
Vanguard Information Technolog

ETFs
451
+ 45.1%
$656.44 - $753.15 $296K - $340K
1.45K $1.08M
APH
Amphenol Corp

Technology
2.25K
+ 40.05%
$97.39 - $125.4 $219K - $282K
7.87K $974K
BAC
Bank Of America Corp

Financial Services
4.72K
+ 12.19%
$44.92 - $52.42 $212K - $248K
43.5K $2.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.35K
+ 72.78%
$45.6 - $46.92 $381K - $392K
19.8K $926K
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.7K
+ 12.25%
$33.26 - $34.01 $356K - $364K
98K $3.32M
LLY
Eli Lilly & CO

Healthcare
608
+ 13.3%
$625.65 - $812.69 $380K - $494K
5.18K $3.95M
RAAX
Vaneck ETF Trust Inflation All

ETFs
7.74K
+ 26.77%
$31.5 - $34.46 $244K - $267K
36.7K $1.26M
Activity Summary
Buys All Purchases 329 New Holdings 78 Increased Positions 251 Sells All Sells 138 Reductions 138 Sold out 0 Options Calls 0 Puts 0
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