Accurate Wealth Management, LLC New Holdings in Q2 2025

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
38K
New
$135.31 - $188.64 $5.14M - $7.17M
38K $7.17M
RRC
Range Resources Corp

Energy
159K
New
$32.1 - $43.23 $5.11M - $6.89M
159K $6.48M
XLI
Industrial Sector Spdr

ETFs
35.5K
New
$116.42 - $147.52 $4.13M - $5.23M
35.5K $5.23M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
106K
New
$23.4 - $29.68 $2.47M - $3.14M
106K $3.14M
SPGI
S&P Global Inc.

Financial Services
5.55K
New
$438.31 - $527.29 $2.43M - $2.92M
5.55K $2.92M
MSCI
Msci Inc.

Financial Services
4.85K
New
$506.56 - $576.74 $2.46M - $2.8M
4.85K $2.8M
VRSN
Verisign Inc

Technology
9.1K
New
$234.49 - $288.8 $2.13M - $2.63M
9.1K $2.63M
ALL
Allstate Corp

Financial Services
13K
New
$180.53 - $212.64 $2.34M - $2.76M
13K $2.61M
TSN
Tyson Foods, Inc.

Consumer Defensive
45.2K
New
$54.33 - $63.56 $2.45M - $2.87M
45.2K $2.53M
TAP
Molson Coors Beverage CO

Consumer Defensive
51.6K
New
$47.24 - $62.46 $2.44M - $3.22M
51.6K $2.48M
GWW
W.W. Grainger, Inc.

Industrials
2.22K
New
$919.93 - $1101.66 $2.04M - $2.44M
2.22K $2.31M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
57.8K
New
$29.12 - $35.84 $1.68M - $2.07M
57.8K $2.07M
DFUS
Dimensional ETF Tr U S Equity

ETFs
30.1K
New
$53.65 - $67.02 $1.62M - $2.02M
30.1K $2.02M
DFIC
Dimensional ETF Tr Dimensional

ETFs
60.1K
New
$24.94 - $31.15 $1.5M - $1.87M
60.1K $1.87M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
88.9K
New
$20.66 - $20.74 $1.84M - $1.84M
88.9K $1.84M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
18.9K
New
$66.87 - $79.47 $1.26M - $1.5M
18.9K $1.5M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
76.7K
New
$19.44 - $19.56 $1.49M - $1.5M
76.7K $1.5M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
11.9K
New
$103.88 - $123.68 $1.23M - $1.47M
11.9K $1.47M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
70.1K
New
$19.49 - $19.66 $1.37M - $1.38M
70.1K $1.38M
VEEV
Veeva Systems Inc

Healthcare
3.28K
New
$209.39 - $289.94 $686K - $950K
3.28K $943K
DASH
Door Dash, Inc.

Communication Services
3.47K
New
$163.16 - $246.51 $567K - $856K
3.47K $856K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
35.6K
New
$20.16 - $20.49 $717K - $729K
35.6K $728K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
28.1K
New
$24.37 - $24.56 $684K - $690K
28.1K $689K
SWKS
Skyworks Solutions, Inc.

Technology
7.96K
New
$49.2 - $74.95 $391K - $596K
7.96K $592K
ARW
Arrow Electronics Inc

Technology
4.55K
New
$90.32 - $128.28 $411K - $584K
4.55K $579K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
23.7K
New
$23.2 - $23.63 $550K - $561K
23.7K $558K
APH
Amphenol Corp

Technology
5.62K
New
$59.09 - $98.75 $332K - $555K
5.62K $555K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
22.9K
New
$23.03 - $23.64 $526K - $540K
22.9K $536K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
28.2K
New
$18.28 - $18.7 $516K - $528K
28.2K $527K
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.47K
New
$144.94 - $210.94 $357K - $520K
2.47K $519K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
4.56K
New
$66.89 - $111.18 $305K - $507K
4.56K $506K
CI
Cigna Corp

Healthcare
1.5K
New
$301.89 - $340.04 $453K - $511K
1.5K $496K
IXN
Ishares Global Information Tec

ETFs
4.67K
New
$65.81 - $92.34 $307K - $431K
4.67K $431K
DFAR
Dimensional ETF Tr Dimensional

ETFs
18.2K
New
$20.99 - $23.93 $382K - $436K
18.2K $427K
IGM
Ishares Expanded Tech Sector E

ETFs
3.78K
New
$79.8 - $112.34 $301K - $424K
3.78K $424K
ZS
Zscaler, Inc.

Technology
1.33K
New
$174.67 - $315.32 $233K - $420K
1.33K $418K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17K
New
$19.1 - $23.83 $325K - $405K
17K $405K
DISV
Dimensional ETF Tr Dimensional

ETFs
12.1K
New
$25.93 - $32.91 $313K - $398K
12.1K $397K
NKE
Nike, Inc.

Consumer Cyclical
5.56K
New
$53.27 - $72.04 $296K - $401K
5.56K $394K
APG
A Pi Group Corp

Industrials
7.62K
New
$32.2 - $51.23 $245K - $390K
7.62K $388K
BA
Boeing CO

Industrials
1.79K
New
$136.59 - $217.51 $244K - $389K
1.79K $375K
GLIN
Vaneck ETF Tr India Growth Lea

ETFs
7.41K
New
$40.15 - $48.19 $298K - $357K
7.41K $354K
LMB
Limbach Holdings, Inc.

Industrials
2.33K
New
$69.3 - $142.14 $162K - $332K
2.33K $326K
MRVL
Marvell Technology, Inc.

Technology
4.15K
New
$49.38 - $79.97 $205K - $332K
4.15K $321K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.39K
New
$141.37 - $228.57 $197K - $318K
1.39K $315K
TRV
Travelers Companies, Inc.

Financial Services
1.17K
New
$233.83 - $276.34 $273K - $322K
1.17K $311K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.01K
New
$34.72 - $42.74 $243K - $299K
7.01K $299K
MU
Micron Technology Inc

Technology
2.34K
New
$64.72 - $127.91 $151K - $299K
2.34K $287K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.4K
New
$20.42 - $25.3 $232K - $287K
11.4K $287K
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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