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
OSEA
Harbor ETF Tr Harbor Intl Comp
441
+ 1.75%
N/A
25.7K $0
Nuveen Churchill Direct Lend
464
+ 0.82%
N/A
56.7K $0
WPC
W. P. Carey Inc.

Real Estate
20
+ 0.42%
$56.12 - $64.53 $1.12K - $1.29K
4.79K $298K
DUK
Duke Energy Corp

Utilities
104
+ 2.39%
$112.46 - $124.05 $11.7K - $12.9K
4.46K $526K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
650
+ 2.04%
$12.21 - $13.9 $7.94K - $9.04K
32.6K $424K
PRU
Prudential Financial Inc

Financial Services
261
+ 3.35%
$95.12 - $112.71 $24.8K - $29.4K
8.06K $866K
IT
Gartner Inc

Technology
36
+ 2.83%
$377.5 - $449.52 $13.6K - $16.2K
1.31K $528K
LEN
Lennar Corp

Consumer Cyclical
179
+ 2.78%
$102.76 - $115.66 $18.4K - $20.7K
6.61K $731K
CMCSA
Comcast Corp

Communication Services
186
+ 1.25%
$32.84 - $36.72 $6.11K - $6.83K
15K $536K
UPS
United Parcel Service Inc

Industrials
164
+ 5.06%
$91.92 - $110.2 $15.1K - $18.1K
3.41K $343K
ELV
Elevance Health, Inc.

Healthcare
33
+ 4.9%
$372.27 - $452.69 $12.3K - $14.9K
707 $274K
TMO
Thermo Fisher Scientific Inc.

Healthcare
106
+ 15.52%
$390.26 - $489.06 $41.4K - $51.8K
789 $319K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.19K
+ 1414.99%
$87.84 - $1441.89 $456K - $7.49M
5.56K $501K
AZN
Astrazeneca PLC

Healthcare
6
+ 0.07%
$64.87 - $75.0 $389 - $450
8.5K $593K
AJG
Arthur J. Gallagher & Co.

Financial Services
73
+ 2.98%
$310.86 - $348.77 $22.7K - $25.5K
2.53K $808K
FDX
Fedex Corp

Industrials
104
+ 2.68%
$198.07 - $245.17 $20.6K - $25.5K
3.98K $905K
PEP
Pepsico Inc

Consumer Defensive
947
+ 9.08%
$128.02 - $151.37 $121K - $143K
11.4K $1.5M
BMY
Bristol Myers Squibb CO

Healthcare
505
+ 7.99%
$44.12 - $59.6 $22.3K - $30.1K
6.83K $316K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
27.1K
+ 21.74%
$6.01 - $8.06 $163K - $218K
152K $911K
MRK
Merck & Co., Inc.

Healthcare
1.07K
+ 6.18%
$73.47 - $87.12 $78.7K - $93.3K
18.4K $1.46M
ABBV
Abb Vie Inc.

Healthcare
1.57K
+ 9.18%
$170.16 - $206.27 $266K - $323K
18.6K $3.46M
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 4.88%
$146.36 - $159.82 $174K - $190K
25.6K $3.91M
COP
Conocophillips

Energy
1.12K
+ 6.33%
$82.66 - $106.1 $92.8K - $119K
18.9K $1.69M
XOM
Exxon Mobil Corp

Energy
5.24K
+ 7.82%
$99.93 - $119.04 $524K - $624K
72.3K $7.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
66
+ 0.99%
$483.48 - $539.8 $31.9K - $35.6K
6.75K $3.28M
TMUS
T Mobile Us, Inc.

Communication Services
293
+ 2.14%
$220.99 - $268.54 $64.8K - $78.7K
14K $3.33M
CVX
Chevron Corp

Energy
1.19K
+ 4.83%
$133.73 - $168.51 $160K - $201K
25.9K $3.71M
AON
Aon PLC

Financial Services
8
+ 0.07%
$335.85 - $398.81 $2.69K - $3.19K
12.2K $4.34M
PG
Procter & Gamble CO

Consumer Defensive
1.76K
+ 2.19%
$157.66 - $172.39 $278K - $304K
82.4K $13.1M
AAPL
Apple Inc.

Technology
3.93K
+ 3.91%
$172.42 - $223.89 $678K - $881K
105K $21.5M
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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