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
PM
Philip Morris International Inc.

Consumer Defensive
434
+ 4.01%
$149.23 - $184.95 $64.8K - $80.3K
11.3K $2.05M
RTX
Raytheon Technologies Corp

Industrials
1.33K
+ 13.12%
$113.75 - $148.48 $151K - $197K
11.4K $1.67M
HD
Home Depot, Inc.

Consumer Cyclical
899
+ 9.06%
$335.24 - $380.78 $301K - $342K
10.8K $3.97M
SCHO
Schwab Short Term Us Treasury

ETFs
13.3K
+ 54.41%
$24.19 - $24.45 $321K - $325K
37.7K $919K
V
Visa Inc.

Financial Services
706
+ 4.93%
$308.27 - $373.31 $218K - $264K
15K $5.34M
ETN
Eaton Corp PLC

Industrials
575
+ 45.06%
$246.52 - $356.99 $142K - $205K
1.85K $660K
SPIB
Spdr Portfolio Intermediate Te

ETFs
8.29K
+ 10.48%
$32.62 - $33.58 $270K - $278K
87.3K $2.93M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.77K
+ 4.19%
$96.84 - $99.46 $268K - $275K
68.8K $6.83M
EME
Emcor Group, Inc.

Industrials
59
+ 3.58%
$342.02 - $534.89 $20.2K - $31.6K
1.71K $913K
GOOG
Alphabet Inc.

Communication Services
187
+ 1.51%
$146.58 - $180.01 $27.4K - $33.7K
12.5K $2.23M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
968
+ 1.67%
$27.65 - $36.12 $26.8K - $35K
59K $2.13M
FTNT
Fortinet, Inc.

Technology
776
+ 4.05%
$84.71 - $108.69 $65.7K - $84.3K
19.9K $2.11M
THO
Thor Industries Inc

Consumer Cyclical
1.88K
+ 25.42%
$64.83 - $89.72 $122K - $168K
9.26K $821K
CRM
Salesforce, Inc.

Technology
873
+ 18.67%
$236.26 - $291.15 $206K - $254K
5.55K $1.51M
JPIE
J P Morgan Exchange Traded Fd
5.46K
+ 33.02%
$45.12 - $46.32 $246K - $253K
22K $1.02M
GE
General Electric CO

Industrials
211
+ 6.03%
$166.81 - $257.39 $35.2K - $54.3K
3.71K $955K
KO
Coca Cola CO

Consumer Defensive
3.74K
+ 24.52%
$68.37 - $73.9 $256K - $276K
19K $1.34M
SPYG
Spdr Portfolio

ETFs
1.74K
+ 32.13%
$71.83 - $95.32 $125K - $166K
7.16K $682K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
17.2K
+ 34.94%
$14.92 - $20.09 $257K - $347K
66.6K $1.07M
MMM
3 M CO

Industrials
1.27K
+ 13.36%
$126.09 - $154.15 $161K - $196K
10.8K $1.64M
MS
Morgan Stanley

Financial Services
1.37K
+ 71.26%
$99.83 - $140.86 $137K - $193K
3.3K $464K
AMAT
Applied Materials Inc

Technology
147
+ 2.64%
$126.95 - $183.52 $18.7K - $27K
5.71K $1.05M
SCHW
Schwab Charles Corp

Financial Services
2.08K
+ 59.92%
$69.06 - $91.24 $143K - $189K
5.54K $505K
PAYC
Paycom Software, Inc.

Technology
627
+ 9.52%
$193.07 - $265.71 $121K - $167K
7.21K $1.67M
AMD
Advanced Micro Devices Inc

Technology
522
+ 13.69%
$78.21 - $143.81 $40.8K - $75.1K
4.34K $615K
HON
Honeywell International Inc

Industrials
656
+ 20.06%
$182.86 - $232.88 $120K - $153K
3.93K $914K
GBIL
Goldman Sachs Access Treasury

ETFs
2.19K
+ 9.89%
$99.83 - $100.19 $218K - $219K
24.3K $2.43M
CEG
Constellation Energy Corp

Utilities
216
+ 18.15%
$170.96 - $322.76 $36.9K - $69.7K
1.41K $453K
PH
Parker Hannifin Corp

Industrials
75
+ 4.46%
$517.23 - $700.54 $38.8K - $52.5K
1.76K $1.23M
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 2.19%
$200.21 - $256.99 $19K - $24.4K
4.43K $1.11M
T
At&T Inc.

Communication Services
5.91K
+ 12.67%
$26.33 - $28.94 $156K - $171K
52.6K $1.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
325
+ 31.22%
$320.42 - $424.58 $104K - $138K
1.37K $576K
NOW
Service Now, Inc.

Technology
117
+ 36.11%
$721.65 - $1040.18 $84.4K - $122K
441 $453K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.02K
+ 26.42%
$22.27 - $29.21 $89.6K - $118K
19.3K $562K
YOU
Clear Secure, Inc.

Technology
4.22K
+ 12.8%
$23.96 - $27.76 $101K - $117K
37.2K $1.03M
GILD
Gilead Sciences, Inc.

Healthcare
1.59K
+ 33.75%
$96.91 - $113.0 $154K - $180K
6.31K $699K
PANW
Palo Alto Networks Inc

Technology
344
+ 12.3%
$152.44 - $204.64 $52.4K - $70.4K
3.14K $642K
MCD
Mcdonalds Corp

Consumer Cyclical
989
+ 16.09%
$285.55 - $321.23 $282K - $318K
7.14K $2.08M
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 10.04%
$908.13 - $1056.85 $104K - $120K
1.25K $1.24M
SNPS
Synopsys Inc

Technology
113
+ 9.15%
$380.9 - $517.66 $43K - $58.5K
1.35K $691K
UBER
Uber Technologies, Inc

Technology
538
+ 10.04%
$64.62 - $93.3 $34.8K - $50.2K
5.9K $550K
DE
Deere & CO

Industrials
115
+ 4.73%
$412.99 - $531.48 $47.5K - $61.1K
2.55K $1.29M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
3.36K
+ 38.11%
$31.44 - $36.79 $106K - $124K
12.2K $447K
DVN
Devon Energy Corp

Energy
9.87K
+ 34.25%
$26.8 - $37.92 $264K - $374K
38.7K $1.23M
JCI
Johnson Controls International PLC

Industrials
196
+ 3.88%
$71.14 - $105.62 $13.9K - $20.7K
5.24K $553K
WFC
Wells Fargo & Company

Financial Services
951
+ 11.27%
$60.98 - $80.12 $58K - $76.2K
9.39K $752K
BX
Blackstone Inc.

Financial Services
520
+ 7.97%
$120.07 - $151.11 $62.4K - $78.6K
7.04K $1.05M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.43K
+ 52.52%
$47.46 - $55.3 $115K - $134K
7.04K $388K
CDNS
Cadence Design Systems Inc

Technology
174
+ 11.2%
$231.64 - $323.08 $40.3K - $56.2K
1.73K $532K
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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