Accurate Wealth Management, LLC New Holdings in Q3 2024

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
14.6K
New
$201.38 - $819.83 $2.94M - $12M
14.6K $3.01M
PGR
Progressive Corp

Financial Services
11.5K
New
$209.46 - $259.24 $2.41M - $2.98M
11.5K $2.92M
APH
Amphenol Corp

Technology
43.7K
New
$58.39 - $70.41 $2.55M - $3.07M
43.7K $2.85M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
12K
New
$201.82 - $234.36 $2.42M - $2.8M
12K $2.76M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
46.7K
New
$49.83 - $62.75 $2.32M - $2.93M
46.7K $2.69M
ACGL
Arch Capital Group Ltd.

Financial Services
18.1K
New
$94.47 - $114.25 $1.71M - $2.07M
18.1K $2.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.3K
New
$44.83 - $47.42 $1M - $1.06M
22.3K $1.05M
MAIN
Main Street Capital Corp

Financial Services
17.8K
New
$47.05 - $52.25 $837K - $930K
17.8K $892K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.9K
New
$85.84 - $85.84 $592K - $592K
6.9K $592K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.23K
New
$162.64 - $179.3 $526K - $580K
3.23K $579K
PLTR
Palantir Technologies Inc.

Technology
14.3K
New
$24.09 - $37.95 $344K - $543K
14.3K $531K
THO
Thor Industries Inc

Consumer Cyclical
4.72K
New
$91.4 - $109.97 $431K - $519K
4.72K $518K
DDOG
Datadog, Inc.

Technology
4.4K
New
$104.97 - $134.56 $462K - $592K
4.4K $506K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
13.4K
New
$33.02 - $35.03 $442K - $469K
13.4K $468K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
9.11K
New
$44.24 - $49.47 $403K - $451K
9.11K $450K
CMS
Cms Energy Corp

Utilities
5.89K
New
$58.7 - $70.62 $346K - $416K
5.89K $416K
EFG
Msci Eafe Growth ETF

ETFs
3.59K
New
$96.84 - $108.77 $347K - $390K
3.59K $385K
MBB
Ishares Tr

ETFs
3.81K
New
$90.85 - $96.66 $346K - $368K
3.81K $365K
BDX
Becton Dickinson & CO

Healthcare
1.52K
New
$221.47 - $242.41 $336K - $367K
1.52K $365K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.9K
New
$77.22 - $89.49 $301K - $349K
3.9K $347K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.63K
New
$83.76 - $91.82 $304K - $333K
3.63K $331K
JBBB
Janus Detroit Str Tr Henderson

ETFs
5.99K
New
$48.27 - $49.33 $289K - $295K
5.99K $293K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
9.21K
New
N/A
9.21K $290K
VXF
Vanguard Extended Market ETF

ETFs
1.51K
New
$163.98 - $182.92 $247K - $276K
1.51K $274K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
7.37K
New
$31.25 - $35.38 $230K - $261K
7.37K $255K
NVO
Novo Nordisk A S

Healthcare
2.14K
New
$119.07 - $145.42 $255K - $311K
2.14K $254K
XLP
Consumer Staples Sector Spdr

ETFs
3.28K
New
$76.04 - $76.04 $249K - $249K
3.28K $249K
IVE
Ishares S&P 500 Value ETF

ETFs
1.27K
New
$181.06 - $197.17 $229K - $250K
1.27K $249K
STLA
Stellantis N.V.

Consumer Cyclical
17.6K
New
$14.05 - $20.71 $247K - $365K
17.6K $247K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.74K
New
$79.29 - $84.02 $217K - $230K
2.74K $229K
NRG
Nrg Energy, Inc.

Utilities
2.49K
New
$68.89 - $91.22 $171K - $227K
2.49K $226K
CASY
Caseys General Stores Inc

Consumer Cyclical
579
New
$354.52 - $391.16 $205K - $226K
579 $217K
VB
Vanguard Small Cap ETF

ETFs
914
New
$214.77 - $237.72 $196K - $217K
914 $216K
BMY
Bristol Myers Squibb CO

Healthcare
4.18K
New
$39.66 - $51.75 $166K - $216K
4.18K $216K
ECL
Ecolab Inc.

Basic Materials
844
New
$228.86 - $255.76 $193K - $216K
844 $215K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
6.4K
New
$31.31 - $33.23 $200K - $213K
6.4K $212K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
5.02K
New
$37.39 - $41.59 $188K - $209K
5.02K $208K
WELL
Welltower Inc.

Real Estate
1.63K
New
$104.0 - $129.74 $170K - $211K
1.63K $208K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.2K
New
$147.95 - $191.05 $177K - $229K
1.2K $208K
ITB
Ishares Tr

ETFs
1.63K
New
$97.52 - $128.64 $159K - $210K
1.63K $207K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.42K
New
$125.95 - $142.04 $179K - $202K
1.42K $201K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.88K
New
$31.05 - $34.29 $183K - $202K
5.88K $201K
MS
Morgan Stanley

Financial Services
1.89K
New
$92.07 - $106.96 $174K - $202K
1.89K $196K
LMB
Limbach Holdings, Inc.

Industrials
2.53K
New
$52.49 - $78.0 $133K - $198K
2.53K $191K
VRT
Vertiv Holdings CO

Industrials
2.15K
New
$86.66 - $86.66 $186K - $186K
2.15K $186K
CACI
Caci International Inc

Technology
435
New
$427.76 - $427.76 $186K - $186K
435 $186K
FISV
Fiserv Inc

Technology
1.1K
New
N/A
1.1K $137K
SOFI
So Fi Technologies, Inc.

Financial Services
11.1K
New
$6.32 - $8.19 $70.1K - $90.8K
11.1K $87K
STIM
Neuronetics, Inc.

Healthcare
99.2K
New
$0.73 - $2.0 $72.4K - $198K
99.2K $75K
Activity Summary
Buys All Purchases 240 New Holdings 64 Increased Positions 176 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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