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
HBAN
Huntington Bancshares Inc

Financial Services
611
+ 3.48%
$12.49 - $16.76 $7.63K - $10.2K
18.2K $304K
TFC
Truist Financial Corp

Financial Services
584
+ 7.6%
$34.79 - $42.99 $20.3K - $25.1K
8.27K $355K
LAMR
Lamar Advertising CO

Real Estate
122
+ 3.86%
$102.35 - $121.67 $12.5K - $14.8K
3.28K $398K
NOC
Northrop Grumman Corp

Industrials
90
+ 15.71%
$456.3 - $540.39 $41.1K - $48.6K
663 $331K
LOW
Lowes Companies Inc

Consumer Cyclical
304
+ 10.69%
$210.83 - $235.28 $64.1K - $71.5K
3.15K $698K
LLY
Eli Lilly & CO

Healthcare
299
+ 7.0%
$713.71 - $898.95 $213K - $269K
4.57K $3.56M
MDT
Medtronic PLC

Healthcare
555
+ 10.8%
$80.68 - $88.86 $44.8K - $49.3K
5.69K $496K
MBB
Ishares Tr

ETFs
343
+ 15.25%
$91.41 - $94.22 $31.4K - $32.3K
2.59K $243K
SO
Southern CO

Utilities
388
+ 2.06%
$84.91 - $92.56 $32.9K - $35.9K
19.2K $1.76M
CMI
Cummins Inc

Industrials
52
+ 4.92%
$267.12 - $336.65 $13.9K - $17.5K
1.11K $362K
PHM
Pultegroup Inc

Consumer Cyclical
222
+ 6.76%
$92.02 - $106.54 $20.4K - $23.7K
3.51K $369K
PEG
Public Service Enterprise Group Inc

Utilities
210
+ 3.53%
$77.13 - $84.18 $16.2K - $17.7K
6.16K $518K
VBR
Vanguard Small Cap Value ETF

ETFs
54
+ 3.35%
$162.76 - $195.77 $8.79K - $10.6K
1.67K $325K
CFG
Citizens Financial Group Inc

Financial Services
45
+ 0.74%
$34.27 - $44.75 $1.54K - $2.01K
6.17K $275K
AEP
American Electric Power CO Inc

Utilities
704
+ 7.7%
$98.59 - $109.11 $69.4K - $76.8K
9.85K $1.02M
FISV
Fiserv Inc

Technology
167
+ 12.48%
N/A
1.51K $188K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
32
+ 0.37%
$27.3 - $31.8 $874 - $1.02K
8.74K $278K
DHR
Danaher Corp

Healthcare
140
+ 8.71%
$174.64 - $205.16 $24.4K - $28.7K
1.75K $345K
CXW
Core Civic, Inc.

Real Estate
20
+ 0.12%
$19.06 - $23.06 $381 - $461
16.6K $350K
ADP
Automatic Data Processing Inc

Industrials
35
+ 3.04%
$276.76 - $326.81 $9.69K - $11.4K
1.19K $365K
NEE
Nextera Energy Inc

Utilities
371
+ 3.94%
$64.11 - $75.0 $23.8K - $27.8K
9.79K $679K
PLD
Prologis, Inc.

Real Estate
464
+ 8.18%
$89.76 - $112.34 $41.6K - $52.1K
6.13K $644K
BR
Broadridge Financial Solutions, Inc.

Technology
34
+ 3.32%
$217.22 - $246.25 $7.39K - $8.37K
1.06K $257K
GUT
Gabelli Utility Trust

Financial Services
12
+ 0.07%
$4.95 - $5.81 $59.4 - $69.7
16.4K $95K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
12
+ 0.54%
$107.61 - $119.09 $1.29K - $1.43K
2.23K $263K
MDLZ
Mondelez International, Inc.

Consumer Defensive
140
+ 3.08%
$63.54 - $68.5 $8.9K - $9.59K
4.69K $315K
ZTS
Zoetis Inc.

Healthcare
151
+ 6.88%
$144.41 - $170.3 $21.8K - $25.7K
2.35K $366K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
47
+ 0.85%
$49.57 - $50.27 $2.33K - $2.36K
5.56K $279K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
64
+ 1.39%
$50.36 - $50.68 $3.22K - $3.24K
4.68K $237K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
49
+ 1.47%
N/A
3.39K $211K
TGT
Target Corp

Consumer Defensive
182
+ 6.54%
$88.76 - $105.77 $16.2K - $19.3K
2.97K $292K
WELL
Welltower Inc.

Real Estate
4
+ 0.23%
$136.49 - $155.22 $546 - $621
1.75K $269K
Aim ETF Products Trust
3.13K
+ 33.11%
N/A
12.6K $0
Tidal Tr Ii
3.76K
+ 4.65%
N/A
84.7K $0
Vaneck Bitcoin ETF
11.2K
+ 108.82%
N/A
21.6K $0
Tidal Tr Ii
13.4K
+ 9.83%
N/A
150K $0
Trust For Professional Manag
6.01K
+ 3.46%
N/A
180K $0
Blackrock Inc
82
+ 6.77%
N/A
1.29K $0
AWK
American Water Works Company, Inc.

Utilities
107
+ 6.05%
$133.82 - $151.96 $14.3K - $16.3K
1.88K $261K
Liberty Global LTD
2.51K
+ 7.25%
N/A
37K $0
Aim ETF Products Trust
266
+ 3.83%
N/A
7.21K $0
Core Natural Resources Inc
2.92K
+ 17.94%
N/A
19.2K $0
Tidal Tr Ii
9.42K
+ 8.27%
N/A
123K $0
Ishares Bitcoin Trust ETF
1.08K
+ 19.47%
N/A
6.63K $0
Innovator Etfs Trust
3.53K
+ 36.25%
N/A
13.3K $0
Palmer Square Funds Trust
3.52K
+ 8.59%
N/A
44.5K $0
Labcorp Holdings Inc
74
+ 7.21%
N/A
1.1K $0
ETF Opportunities Trust
485
+ 1.98%
N/A
25K $0
Tidal Tr Ii
4.35K
+ 4.01%
N/A
113K $0
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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