Accurate Wealth Management, LLC New Holdings in Q1 2025

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
179K
New
$26.9 - $27.93 $4.83M - $5.01M
179K $4.89M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
58.3K
New
$81.83 - $82.73 $4.77M - $4.82M
58.3K $4.82M
ETR
Entergy Corp

Utilities
34K
New
$75.26 - $87.89 $2.56M - $2.99M
34K $2.91M
FDS
Factset Research Systems Inc

Financial Services
6.02K
New
$427.5 - $476.51 $2.57M - $2.87M
6.02K $2.74M
VICI
Vici Properties Inc.

Real Estate
80.2K
New
$28.21 - $32.68 $2.26M - $2.62M
80.2K $2.62M
FSS
Federal Signal Corp

Industrials
14.2K
New
$73.55 - $101.32 $1.05M - $1.44M
14.2K $1.05M
MCW
Mister Car Wash, Inc.

Consumer Cyclical
125K
New
$6.98 - $8.49 $870K - $1.06M
125K $983K
OKTA
Okta, Inc.

Technology
8.57K
New
$78.83 - $116.72 $676K - $1M
8.57K $901K
YOU
Clear Secure, Inc.

Technology
33K
New
$22.12 - $27.62 $729K - $910K
33K $853K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
49.4K
New
$16.23 - $22.23 $801K - $1.1M
49.4K $821K
AVDV
American Centy ETF Tr Avantis

ETFs
9.93K
New
$63.74 - $71.96 $633K - $715K
9.93K $699K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2.48K
New
$233.07 - $290.7 $579K - $722K
2.48K $670K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.9K
New
$308.86 - $455.36 $588K - $867K
1.9K $670K
SCHO
Schwab Short Term Us Treasury

ETFs
24.4K
New
$24.1 - $24.34 $589K - $594K
24.4K $594K
LZ
Legalzoom.Com, Inc.

Industrials
56.9K
New
$7.52 - $10.26 $428K - $584K
56.9K $490K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
16.5K
New
$29.3 - $31.18 $482K - $513K
16.5K $485K
RAAX
Vaneck ETF Trust Inflation All

ETFs
13.8K
New
$28.3 - $30.43 $392K - $421K
13.8K $417K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.83K
New
$210.19 - $243.33 $385K - $446K
1.83K $385K
OUNZ
Van Eck Merk Gold Trust

ETFs
12K
New
$25.41 - $30.14 $304K - $360K
12K $355K
GS
Goldman Sachs Group Inc

Financial Services
636
New
$524.81 - $672.19 $334K - $428K
636 $347K
ORCC
Owl Rock Capital Corp

Financial Services
25.7K
New
N/A
25.7K $344K
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
New
$91.75 - $115.81 $314K - $396K
3.42K $334K
CMI
Cummins Inc

Industrials
1.06K
New
$312.92 - $386.07 $330K - $408K
1.06K $330K
EFV
Msci Eafe Value ETF

ETFs
5K
New
$51.88 - $60.73 $260K - $304K
5K $297K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
5.19K
New
$53.35 - $58.68 $277K - $304K
5.19K $293K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
6.07K
New
$47.03 - $47.8 $285K - $290K
6.07K $285K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.51K
New
$48.43 - $49.9 $267K - $275K
5.51K $274K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.26K
New
$211.47 - $267.17 $266K - $337K
1.26K $267K
AWK
American Water Works Company, Inc.

Utilities
1.77K
New
$121.01 - $149.31 $214K - $264K
1.77K $261K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.21K
New
$107.24 - $116.37 $237K - $258K
2.21K $256K
BR
Broadridge Financial Solutions, Inc.

Technology
1.02K
New
$221.46 - $244.83 $227K - $251K
1.02K $248K
VGIT
Vanguard Intermediate Term Tre

ETFs
3.94K
New
$57.44 - $59.4 $226K - $234K
3.94K $233K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.62K
New
$50.39 - $50.66 $233K - $234K
4.62K $233K
MS
Morgan Stanley

Financial Services
1.92K
New
$111.68 - $141.08 $215K - $271K
1.92K $224K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
6.07K
New
$34.28 - $36.12 $208K - $219K
6.07K $209K
Harbor ETF Trust
14.3K
New
N/A
14.3K $0
HAPI
Harbor ETF Tr Corporate Cultur
18.3K
New
N/A
18.3K $0
Airship Ai Hldgs Inc
12.5K
New
N/A
12.5K $0
Vaneck Bitcoin ETF
10.3K
New
N/A
10.3K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
25.3K
New
N/A
25.3K $0
Core Natural Resources Inc
16.3K
New
N/A
16.3K $0
Labcorp Holdings Inc
1.03K
New
N/A
1.03K $0
Innovator Etfs Trust
15.3K
New
N/A
15.3K $0
Innovator Etfs Trust
10K
New
N/A
10K $0
Palmer Square Funds Trust
41K
New
N/A
41K $0
Innovator Etfs Trust
15.2K
New
N/A
15.2K $0
Ishares Bitcoin Trust ETF
5.55K
New
N/A
5.55K $0
Innovator Etfs Trust
7.15K
New
N/A
7.15K $0
Strategic Trust
21K
New
N/A
21K $0
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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