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
MANH
Manhattan Associates Inc

Technology
1.08K
+ 60.7%
$218.59 - $286.0 $236K - $308K
2.85K $803K
TRV
Travelers Companies, Inc.

Financial Services
24
+ 0.21%
$201.87 - $242.35 $4.84K - $5.82K
11.6K $2.73M
GM
General Motors CO

Consumer Cyclical
8.18K
+ 102.2%
$39.95 - $49.9 $327K - $408K
16.2K $725K
ORCL
Oracle Corp

Technology
1.07K
+ 18.48%
$125.9 - $170.35 $134K - $182K
6.85K $1.17M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 2.32%
$44.74 - $53.22 $50.9K - $60.6K
50.2K $2.67M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.05K
+ 128.12%
$89.91 - $101.33 $274K - $309K
5.43K $532K
MMM
3 M CO

Industrials
211
+ 2.57%
$99.69 - $139.42 $21K - $29.4K
8.43K $1.15M
FTNT
Fortinet, Inc.

Technology
1.55K
+ 15.1%
$55.39 - $77.55 $85.9K - $120K
11.8K $916K
V
Visa Inc.

Financial Services
374
+ 2.46%
$253.74 - $291.56 $94.9K - $109K
15.6K $4.29M
LEN
Lennar Corp

Consumer Cyclical
1.28K
+ 92.13%
$142.5 - $192.45 $182K - $246K
2.66K $498K
CRM
Salesforce, Inc.

Technology
881
+ 39.3%
$238.42 - $276.53 $210K - $244K
3.12K $854K
WIX
Wix.Com Ltd.

Technology
1.44K
+ 31.28%
$147.93 - $171.74 $213K - $247K
6.04K $1.01M
IBM
International Business Machines Corp

Technology
195
+ 4.02%
$175.1 - $223.38 $34.1K - $43.6K
5.05K $1.12M
PG
Procter & Gamble CO

Consumer Defensive
323
+ 1.24%
$160.76 - $177.82 $51.9K - $57.4K
26.5K $4.58M
SUB
Ishares Short Term National Mu

ETFs
2.47K
+ 94.85%
$104.3 - $106.3 $258K - $262K
5.07K $538K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.04%
$416.14 - $494.01 $832 - $988
5.61K $2.75M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.14K
+ 76.36%
$63.46 - $71.43 $199K - $224K
7.25K $513K
NTNX
Nutanix, Inc.

Technology
3.73K
+ 39.9%
$46.0 - $63.19 $172K - $236K
13.1K $775K
IEF
Ishares Barclays

ETFs
2.33K
+ 94.91%
$92.67 - $99.14 $216K - $231K
4.78K $469K
DE
Deere & CO

Industrials
418
+ 28.02%
$344.84 - $418.0 $144K - $175K
1.91K $797K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.77K
+ 81.38%
$69.61 - $79.56 $193K - $220K
6.17K $483K
XLV
Select Sector Spdr Fund Health

ETFs
1.36K
+ 59.47%
$143.3 - $157.24 $194K - $213K
3.64K $560K
PAYC
Paycom Software, Inc.

Technology
938
+ 37.15%
$140.16 - $173.86 $131K - $163K
3.46K $576K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.68K
+ 69.23%
$114.73 - $120.23 $193K - $202K
4.11K $491K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.63K
+ 82.99%
$46.9 - $51.96 $170K - $189K
8K $412K
ANET
Arista Networks, Inc.

Technology
354
+ 17.31%
$311.42 - $388.21 $110K - $137K
2.4K $920K
IYW
Ishares Dj Us Tech ETF

ETFs
1.33K
+ 84.45%
$133.16 - $158.73 $176K - $210K
2.89K $438K
RTX
Raytheon Technologies Corp

Industrials
698
+ 12.65%
$99.55 - $123.34 $69.5K - $86.1K
6.22K $752K
MUB
Ishares National Muni Bond ETF

ETFs
1.34K
+ 5.38%
$106.13 - $108.7 $142K - $146K
26.3K $2.85M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
5.33K
+ 73.17%
$31.92 - $33.91 $170K - $181K
12.6K $428K
INTU
Intuit Inc

Technology
366
+ 32.19%
$602.97 - $670.49 $221K - $245K
1.5K $933K
FDX
Fedex Corp

Industrials
792
+ 64.65%
$254.64 - $313.52 $202K - $248K
2.02K $552K
SYK
Stryker Corp

Healthcare
454
+ 55.84%
$315.94 - $371.96 $143K - $169K
1.27K $457K
XOM
Exxon Mobil Corp

Energy
400
+ 0.63%
$109.72 - $119.0 $43.9K - $47.6K
63.9K $7.49M
FSS
Federal Signal Corp

Industrials
2
+ 0.01%
$82.35 - $99.97 $165 - $200
18.2K $1.7M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1.59K
+ 25.55%
$72.01 - $84.34 $115K - $134K
7.82K $635K
XLK
Technology Sector Spdr

ETFs
776
+ 14.71%
$197.34 - $237.68 $153K - $184K
6.05K $1.37M
GE
General Electric CO

Industrials
581
+ 30.21%
$156.66 - $189.66 $91K - $110K
2.5K $472K
PH
Parker Hannifin Corp

Industrials
11
+ 0.9%
$501.01 - $635.92 $5.51K - $7K
1.23K $777K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.74K
+ 4.25%
$91.42 - $91.82 $159K - $159K
42.6K $3.91M
PHM
Pultegroup Inc

Consumer Cyclical
522
+ 21.7%
$103.95 - $144.98 $54.3K - $75.7K
2.93K $420K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
335
+ 63.69%
$460.0 - $505.78 $154K - $169K
861 $400K
VUG
Vanguard Growth ETF

ETFs
182
+ 2.21%
$341.08 - $391.94 $62.1K - $71.3K
8.4K $3.23M
MET
Metlife Inc

Financial Services
48
+ 0.4%
$67.96 - $82.48 $3.26K - $3.96K
12K $991K
ADBE
Adobe Inc.

Technology
305
+ 70.44%
$508.13 - $586.55 $155K - $179K
738 $382K
PLD
Prologis, Inc.

Real Estate
670
+ 18.24%
$111.95 - $132.43 $75K - $88.7K
4.34K $548K
AXP
American Express CO

Financial Services
180
+ 8.76%
$225.92 - $271.17 $40.7K - $48.8K
2.24K $606K
RIO
Rio Tinto PLC

Basic Materials
1.03K
+ 9.68%
$59.71 - $71.21 $61.3K - $73.1K
11.6K $828K
TMO
Thermo Fisher Scientific Inc.

Healthcare
149
+ 27.29%
$531.86 - $624.21 $79.2K - $93K
695 $429K
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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