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
PNC
Pnc Financial Services Group, Inc.

Financial Services
210
+ 2.42%
$149.76 - $186.42 $31.4K - $39.1K
8.88K $1.66M
LZ
Legalzoom.Com, Inc.

Industrials
12.8K
+ 22.51%
$6.61 - $9.71 $84.7K - $124K
69.7K $621K
MAR
Marriott International Inc

Consumer Cyclical
6
+ 0.16%
$211.12 - $274.14 $1.27K - $1.64K
3.7K $1.01M
VONV
Vanguard Russell 1000 Value Et

ETFs
695
+ 3.43%
$73.19 - $85.21 $50.9K - $59.2K
20.9K $1.78M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.6K
+ 42.87%
$45.89 - $47.6 $119K - $124K
8.67K $412K
STLA
Stellantis N.V.

Consumer Cyclical
18.2K
+ 39.21%
$8.53 - $11.27 $155K - $205K
64.5K $646K
GD
General Dynamics Corp

Industrials
183
+ 4.79%
$247.68 - $291.66 $45.3K - $53.4K
4K $1.17M
LMT
Lockheed Martin Corp

Industrials
209
+ 11.74%
$430.82 - $486.45 $90K - $102K
1.99K $921K
HIG
Hartford Financial Services Group, Inc.

Financial Services
824
+ 14.84%
$109.83 - $131.67 $90.5K - $108K
6.38K $809K
VOD
Vodafone Group Public LTD CO

Communication Services
712
+ 0.81%
$8.19 - $10.66 $5.83K - $7.59K
88.3K $941K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
532
+ 5.01%
$58.41 - $72.69 $31.1K - $38.7K
11.2K $810K
AVDV
American Centy ETF Tr Avantis

ETFs
262
+ 2.64%
$61.76 - $79.32 $16.2K - $20.8K
10.2K $808K
EMR
Emerson Electric CO

Industrials
292
+ 9.94%
$94.15 - $133.33 $27.5K - $38.9K
3.23K $430K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
224
+ 1.46%
$90.56 - $109.49 $20.3K - $24.5K
15.6K $1.71M
MGA
Magna International Inc

Consumer Cyclical
242
+ 1.21%
$30.82 - $38.61 $7.46K - $9.34K
20.2K $781K
ABT
Abbott Laboratories

Healthcare
582
+ 9.74%
$123.95 - $138.08 $72.1K - $80.4K
6.56K $891K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.31K
+ 22.71%
$72.02 - $73.82 $94.4K - $96.8K
7.09K $521K
CPRI
Capri Holdings LTD

Consumer Cyclical
9.62K
+ 26.23%
$12.48 - $19.63 $120K - $189K
46.3K $819K
AMGN
Amgen Inc

Healthcare
676
+ 23.03%
$262.28 - $309.85 $177K - $209K
3.61K $1.01M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.61K
+ 29.3%
$45.11 - $52.34 $72.6K - $84.2K
7.1K $371K
VTV
Vanguard Value ETF

ETFs
222
+ 2.63%
$153.67 - $176.74 $34.1K - $39.2K
8.65K $1.53M
OMCL
Omnicell, Inc

Healthcare
9.72K
+ 26.9%
$24.63 - $35.46 $239K - $345K
45.9K $1.35M
NSC
Norfolk Southern Corp

Industrials
188
+ 10.76%
$206.34 - $257.46 $38.8K - $48.4K
1.94K $495K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.34K
+ 18.53%
$23.55 - $27.67 $55.2K - $64.8K
15K $414K
MPC
Marathon Petroleum Corp

Energy
130
+ 4.8%
$118.55 - $170.08 $15.4K - $22.1K
2.84K $471K
MCO
Moodys Corp

Financial Services
91
+ 10.76%
$396.7 - $501.59 $36.1K - $45.6K
937 $469K
HYG
Ishares Tr

ETFs
796
+ 13.77%
$75.75 - $80.65 $60.3K - $64.2K
6.58K $530K
ADI
Analog Devices Inc

Technology
58
+ 3.43%
$164.6 - $238.02 $9.55K - $13.8K
1.75K $416K
IWD
Ishares Russell 1000 Val ETF

ETFs
200
+ 4.78%
$166.82 - $194.23 $33.4K - $38.8K
4.39K $852K
PFE
Pfizer Inc

Healthcare
4.72K
+ 12.49%
$21.59 - $24.84 $102K - $117K
42.5K $1.03M
USB
Us Bancorp \De\

Financial Services
801
+ 6.8%
$36.4 - $45.76 $29.2K - $36.7K
12.6K $568K
BK
Bank Of New York Mellon Corp

Financial Services
261
+ 4.09%
$73.31 - $91.62 $19.1K - $23.9K
6.64K $605K
CASY
Caseys General Stores Inc

Consumer Cyclical
27
+ 3.86%
$415.82 - $510.91 $11.2K - $13.8K
727 $370K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.35K
+ 30.35%
$55.13 - $75.25 $74.1K - $101K
5.78K $396K
TXN
Texas Instruments Inc

Technology
337
+ 7.79%
N/A
4.66K $907K
SYK
Stryker Corp

Healthcare
88
+ 6.74%
$337.37 - $395.63 $29.7K - $34.8K
1.39K $551K
GNK
Genco Shipping & Trading LTD

Industrials
5.89K
+ 9.52%
$11.36 - $14.56 $66.9K - $85.8K
67.8K $886K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.18K
+ 1.98%
$45.2 - $46.6 $53.3K - $54.9K
60.8K $2.82M
GBDC
Golub Capital Bdc, Inc.

Financial Services
5.6K
+ 11.2%
$13.03 - $15.28 $73K - $85.6K
55.6K $814K
SBUX
Starbucks Corp

Consumer Cyclical
852
+ 24.9%
$79.69 - $99.41 $67.9K - $84.7K
4.27K $391K
FDVV
Fidelity High Dividend ETF

ETFs
275
+ 2.03%
$43.6 - $52.02 $12K - $14.3K
13.9K $720K
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 0.02%
$103.59 - $128.6 $104 - $129
4.31K $554K
IDEV
Ishares Core Msci Intl Develop

ETFs
58
+ 0.8%
$61.79 - $76.67 $3.58K - $4.45K
7.35K $558K
KMI
Kinder Morgan, Inc.

Energy
926
+ 3.62%
$25.21 - $29.4 $23.3K - $27.2K
26.5K $778K
HSY
Hershey CO

Consumer Defensive
339
+ 20.76%
$151.29 - $173.13 $51.3K - $58.7K
1.97K $327K
FITB
Fifth Third Bancorp

Financial Services
546
+ 4.27%
$33.32 - $41.51 $18.2K - $22.7K
13.3K $548K
MCK
Mckesson Corp

Healthcare
7
+ 1.01%
$652.83 - $732.78 $4.57K - $5.13K
697 $510K
CF
Cf Industries Holdings, Inc.

Basic Materials
8
+ 0.25%
$68.47 - $102.48 $548 - $820
3.16K $290K
XT
Ishares Tr Exponential Technol

ETFs
3
+ 0.05%
$49.86 - $65.25 $150 - $196
5.7K $372K
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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