Accurate Wealth Management, LLC Incresed Positions in Q1 2025

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
528
+ 13.53%
$72.7 - $84.32 $38.4K - $44.5K
4.43K $330K
LHX
L3 Harris Technologies, Inc.

Industrials
160
+ 3.83%
$194.65 - $222.86 $31.1K - $35.7K
4.34K $907K
ZTS
Zoetis Inc.

Healthcare
159
+ 7.81%
$156.48 - $175.67 $24.9K - $27.9K
2.2K $361K
DNP
Dnp Select Income Fund Inc

Financial Services
545
+ 2.41%
$8.93 - $9.92 $4.87K - $5.41K
23.1K $228K
F
Ford Motor CO

Consumer Cyclical
2.38K
+ 8.76%
$9.12 - $10.43 $21.7K - $24.9K
29.6K $296K
EMN
Eastman Chemical CO

Basic Materials
390
+ 12.18%
$87.05 - $103.47 $33.9K - $40.4K
3.59K $316K
VIG
Vanguard Dividend Appreciation

ETFs
134
+ 12.2%
N/A
1.23K $224K
QCOM
Qualcomm Inc

Technology
138
+ 1.4%
$151.94 - $175.86 $21K - $24.3K
10K $1.54M
WFC
Wells Fargo & Company

Financial Services
120
+ 1.44%
$66.78 - $81.42 $8.01K - $9.77K
8.44K $605K
USB
Us Bancorp \De\

Financial Services
1.84K
+ 18.52%
$40.92 - $50.9 $75.3K - $93.6K
11.8K $496K
SCHW
Schwab Charles Corp

Financial Services
24
+ 0.7%
$71.24 - $83.64 $1.71K - $2.01K
3.46K $271K
NEE
Nextera Energy Inc

Utilities
316
+ 3.47%
$66.96 - $76.16 $21.2K - $24.1K
9.42K $667K
PANW
Palo Alto Networks Inc

Technology
254
+ 9.99%
$167.82 - $208.28 $42.6K - $52.9K
2.8K $477K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
578
+ 8.58%
$34.08 - $35.99 $19.7K - $20.8K
7.31K $250K
TFC
Truist Financial Corp

Financial Services
688
+ 9.84%
$39.48 - $48.15 $27.2K - $33.1K
7.68K $316K
CFG
Citizens Financial Group Inc

Financial Services
667
+ 12.23%
$39.73 - $48.36 $26.5K - $32.3K
6.12K $250K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
39
+ 1.62%
$100.59 - $103.47 $3.92K - $4.04K
2.45K $253K
PFE
Pfizer Inc

Healthcare
2.07K
+ 5.8%
$25.01 - $27.13 $51.8K - $56.2K
37.8K $958K
FISV
Fiserv Inc

Technology
73
+ 5.77%
N/A
1.34K $167K
VXF
Vanguard Extended Market ETF

ETFs
182
+ 12.08%
$170.36 - $201.04 $31K - $36.6K
1.69K $292K
HBAN
Huntington Bancshares Inc

Financial Services
1.71K
+ 10.82%
$14.28 - $17.39 $24.5K - $29.8K
17.5K $263K
GUT
Gabelli Utility Trust

Financial Services
12
+ 0.07%
$5.11 - $5.55 $61.3 - $66.6
16.4K $87K
OMCL
Omnicell, Inc

Healthcare
7.76K
+ 27.36%
$32.31 - $45.32 $251K - $352K
36.1K $1.26M
Blackrock Inc
159
+ 15.1%
N/A
1.21K $0
Trust For Professional Manag
99.6K
+ 134.68%
N/A
174K $0
Tidal Tr Ii
70.9K
+ 705.42%
N/A
80.9K $0
Tidal Tr Ii
91.4K
+ 541.14%
N/A
108K $0
Liberty Global LTD
4.64K
+ 15.53%
N/A
34.5K $0
Tidal Tr Ii
85.7K
+ 303.79%
N/A
114K $0
Global X Fds
85.3K
+ 34.56%
N/A
332K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
521
+ 11.13%
N/A
5.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
715
+ 6.59%
N/A
11.6K $0
DSMC
ETF Ser Solutions Distillate S
48.2K
+ 338.86%
N/A
62.4K $0
Tidal Tr Ii
99.7K
+ 270.7%
N/A
137K $0
CSX
Csx Corp

Industrials
2.15K
+ 9.42%
$29.11 - $33.67 $62.6K - $72.4K
25K $734K
DOW
Dow Inc.

Basic Materials
1.26K
+ 13.97%
$34.36 - $41.92 $43.1K - $52.6K
10.2K $357K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
125
+ 2.78%
$53.6 - $58.97 $6.7K - $7.37K
4.62K $250K
MGC
Vanguard Mega Cap ETF

ETFs
85
+ 4.93%
$199.2 - $222.69 $16.9K - $18.9K
1.81K $362K
MRK
Merck & Co., Inc.

Healthcare
1.65K
+ 10.54%
$83.01 - $101.02 $137K - $167K
17.3K $1.55M
FDVV
Fidelity High Dividend ETF

ETFs
98
+ 0.73%
$48.86 - $52.28 $4.79K - $5.12K
13.6K $666K
PSTG
Pure Storage, Inc.

Technology
1.42K
+ 30.46%
$44.27 - $72.37 $62.8K - $103K
6.08K $269K
KEY
Keycorp

Financial Services
29
+ 0.19%
$15.15 - $18.3 $439 - $531
15.5K $248K
CEG
Constellation Energy Corp

Utilities
7
+ 0.59%
$201.63 - $347.44 $1.41K - $2.43K
1.19K $244K
EME
Emcor Group, Inc.

Industrials
255
+ 18.29%
$361.16 - $535.99 $92.1K - $137K
1.65K $609K
SHOP
Shopify Inc.

Technology
131
+ 4.0%
$90.59 - $129.31 $11.9K - $16.9K
3.41K $325K
FNB
Fnb Corp

Financial Services
193
+ 1.01%
$13.08 - $15.95 $2.52K - $3.08K
19.2K $258K
MYO
Myomo, Inc.

Healthcare
60
+ 0.29%
$4.17 - $7.05 $250 - $423
21.1K $102K
QQQ
Invesco Qqq Trust, Series 1

ETFs
320
+ 7.46%
$468.34 - $539.52 $150K - $173K
4.61K $2.16M
FVRR
Fiverr International Ltd.

Communication Services
28.7K
+ 32.44%
$23.68 - $34.44 $679K - $988K
117K $2.77M
Activity Summary
Buys All Purchases 227 New Holdings 51 Increased Positions 176 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 0
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