Accurate Wealth Management, LLC Incresed Positions in Q2 2025

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
27K
+ 585.29%
$416.06 - $551.64 $11.2M - $14.9M
31.6K $17.4M
MSFT
Microsoft Corp

Technology
7.28K
+ 28.48%
$354.56 - $497.45 $2.58M - $3.62M
32.8K $16.3M
NVDA
Nvidia Corp

Technology
9.06K
+ 10.32%
$94.31 - $157.99 $855K - $1.43M
96.9K $15.3M
XLK
Technology Sector Spdr

ETFs
20.9K
+ 444.49%
$179.73 - $253.23 $3.75M - $5.28M
25.5K $6.47M
ITOT
Ishares Core S&P Total U.S. St

ETFs
27.8K
+ 457.43%
$108.12 - $135.04 $3.01M - $3.76M
33.9K $4.58M
AVGO
Broadcom Inc.

Technology
2.09K
+ 10.11%
$146.29 - $275.65 $306K - $577K
22.8K $6.28M
CSX
Csx Corp

Industrials
75K
+ 300.54%
$26.69 - $32.91 $2M - $2.47M
100K $3.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
868
+ 2.6%
$496.48 - $617.85 $431K - $536K
34.3K $21.2M
META
Meta Platforms, Inc.

Communication Services
1.06K
+ 10.58%
$484.66 - $738.09 $514K - $782K
11.1K $8.18M
TSLA
Tesla, Inc.

Consumer Cyclical
765
+ 2.38%
$221.86 - $362.89 $170K - $278K
32.9K $10.5M
IEFA
Ishares Tr

ETFs
11.3K
+ 14.76%
$67.83 - $84.09 $769K - $954K
88.2K $7.36M
AMZN
Amazon Com Inc

Consumer Cyclical
1.11K
+ 2.65%
$167.32 - $223.3 $186K - $249K
43.1K $9.45M
GOOGL
Alphabet Inc.

Communication Services
4.96K
+ 20.56%
$144.7 - $178.6 $717K - $885K
29.1K $5.12M
PLTR
Palantir Technologies Inc.

Technology
2.73K
+ 13.79%
$74.01 - $144.25 $202K - $394K
22.5K $3.07M
NFLX
Netflix Inc

Communication Services
375
+ 23.16%
$855.86 - $1339.13 $321K - $502K
1.99K $2.67M
WMT
Walmart Inc.

Consumer Defensive
6.79K
+ 17.15%
$81.79 - $99.98 $555K - $678K
46.3K $4.53M
ORCL
Oracle Corp

Technology
1.29K
+ 14.06%
$122.82 - $218.63 $159K - $283K
10.5K $2.29M
FVRR
Fiverr International Ltd.

Communication Services
11.5K
+ 9.79%
$22.2 - $33.78 $254K - $387K
129K $3.77M
IEMG
Ishares Inc

ETFs
15.3K
+ 119.44%
N/A
28.2K $1.51M
ISRG
Intuitive Surgical Inc

Healthcare
839
+ 14.04%
$451.58 - $565.94 $379K - $475K
6.81K $3.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.1K
+ 75.71%
$456.74 - $568.03 $502K - $625K
2.55K $1.45M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.31K
+ 35.68%
$273.67 - $366.17 $360K - $481K
5K $1.83M
CAT
Caterpillar Inc

Industrials
820
+ 13.2%
$273.94 - $388.21 $225K - $318K
7.03K $2.73M
INTU
Intuit Inc

Technology
632
+ 96.78%
$544.07 - $787.63 $344K - $498K
1.29K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
158
+ 7.27%
$503.3 - $775.9 $79.5K - $123K
2.33K $1.79M
ZM
Zoom Video Communications, Inc.

Technology
4.97K
+ 12.43%
$66.7 - $84.62 $331K - $421K
44.9K $3.5M
VUG
Vanguard Growth ETF

ETFs
60
+ 0.78%
$329.49 - $438.4 $19.8K - $26.3K
7.71K $3.38M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.88K
+ 102.67%
$187.5 - $246.51 $353K - $464K
3.72K $915K
IBM
International Business Machines Corp

Technology
886
+ 15.36%
$221.03 - $294.78 $196K - $261K
6.65K $1.96M
SQ
Block, Inc.

Technology
9.16K
+ 18.86%
N/A
57.7K $3.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.11K
+ 3.79%
$51.16 - $62.02 $159K - $193K
85.2K $5.28M
COIN
Coinbase Global, Inc.

Technology
179
+ 7.61%
$151.47 - $375.07 $27.1K - $67.1K
2.53K $887K
RAAX
Vaneck ETF Trust Inflation All

ETFs
15.1K
+ 108.97%
$27.19 - $31.82 $410K - $480K
28.9K $897K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.91K
+ 36.51%
$77.94 - $79.5 $460K - $469K
22.1K $1.76M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.65K
+ 13.0%
$24.38 - $30.18 $235K - $291K
83.8K $2.53M
MSI
Motorola Solutions, Inc.

Technology
1.16K
+ 156.66%
$394.72 - $440.39 $459K - $513K
1.91K $801K
OUNZ
Van Eck Merk Gold Trust

ETFs
13.9K
+ 116.28%
$28.68 - $33.09 $399K - $460K
25.8K $824K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17K
+ 98.7%
$19.6 - $24.44 $333K - $415K
34.2K $834K
AXP
American Express CO

Financial Services
934
+ 29.78%
$231.39 - $318.98 $216K - $298K
4.07K $1.3M
GS
Goldman Sachs Group Inc

Financial Services
497
+ 78.14%
$462.22 - $707.75 $230K - $352K
1.13K $801K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
5.91K
+ 19.72%
$60.29 - $71.77 $356K - $424K
35.9K $2.5M
EFV
Msci Eafe Value ETF

ETFs
6.44K
+ 128.7%
$52.4 - $64.65 $337K - $416K
11.4K $726K
C
Citigroup Inc

Financial Services
1.81K
+ 9.28%
$58.13 - $85.12 $105K - $154K
21.2K $1.81M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.23K
+ 97.7%
$179.95 - $278.88 $222K - $343K
2.49K $694K
FCX
Freeport Mcmoran Inc

Basic Materials
5.17K
+ 18.7%
$29.15 - $44.46 $151K - $230K
32.8K $1.42M
DIS
Walt Disney CO

Communication Services
2.13K
+ 52.13%
$81.72 - $124.01 $174K - $264K
6.2K $768K
BAC
Bank Of America Corp

Financial Services
3.4K
+ 9.62%
$34.39 - $47.46 $117K - $161K
38.7K $1.83M
QCOM
Qualcomm Inc

Technology
1.85K
+ 18.43%
$124.66 - $159.48 $230K - $295K
11.9K $1.89M
CAH
Cardinal Health Inc

Healthcare
1.75K
+ 92.82%
$125.0 - $168.0 $218K - $293K
3.63K $609K
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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