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
ADBE
Adobe Inc.

Technology
709
New
$340.0 - $420.68 $241K - $298K
709 $274K
DFAT
Dimensional ETF Tr U S Target

ETFs
4.98K
New
$44.8 - $53.97 $223K - $269K
4.98K $268K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.98K
New
$28.98 - $37.18 $202K - $260K
6.98K $259K
QLD
Proshares Ultra Qqq

ETFs
2.18K
New
$69.34 - $117.71 $151K - $257K
2.18K $256K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.21K
New
$32.66 - $40.75 $203K - $253K
6.21K $251K
BSCU
Invesco Exc Self Ind Tr

ETFs
14.7K
New
$16.31 - $16.78 $240K - $247K
14.7K $246K
MSTR
Microstrategy Inc

Technology
600
New
$237.95 - $421.61 $143K - $253K
600 $242K
SHW
Sherwin Williams CO

Basic Materials
704
New
$313.51 - $363.51 $221K - $256K
704 $241K
KMB
Kimberly Clark Corp

Consumer Defensive
1.84K
New
$126.84 - $145.22 $233K - $267K
1.84K $236K
ITW
Illinois Tool Works Inc

Industrials
951
New
$218.41 - $252.43 $208K - $240K
951 $235K
CARR
Carrier Global Corp

Industrials
3.17K
New
$55.55 - $75.83 $176K - $240K
3.17K $231K
MAIN
Main Street Capital Corp

Financial Services
3.88K
New
$49.15 - $59.32 $191K - $230K
3.88K $229K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
6.34K
New
$30.77 - $35.62 $195K - $226K
6.34K $225K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.73K
New
$27.46 - $33.2 $185K - $223K
6.73K $223K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
5.26K
New
$32.02 - $42.16 $168K - $222K
5.26K $221K
UI
Ubiquiti Inc.

Technology
529
New
$273.45 - $456.69 $145K - $242K
529 $217K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
6.06K
New
$28.53 - $35.69 $173K - $216K
6.06K $216K
PSX
Phillips 66

Energy
1.77K
New
$92.87 - $125.73 $164K - $222K
1.77K $211K
ITRI
Itron, Inc.

Technology
1.58K
New
$92.04 - $132.78 $145K - $210K
1.58K $207K
PWR
Quanta Services, Inc.

Industrials
547
New
$239.47 - $381.26 $131K - $209K
547 $206K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.11K
New
$91.23 - $97.27 $193K - $206K
2.11K $205K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.17K
New
$85.42 - $94.39 $186K - $205K
2.17K $203K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.26K
New
$51.36 - $62.5 $167K - $204K
3.26K $203K
VRT
Vertiv Holdings CO

Industrials
2.25K
New
N/A
2.25K $194K
HOOD
Robinhood Markets, Inc.

Technology
2.08K
New
$34.17 - $93.63 $71.1K - $195K
2.08K $194K
ACHR
Archer Aviation Inc.

Industrials
16.8K
New
$6.2 - $13.3 $104K - $223K
16.8K $181K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.2K
New
$14.97 - $16.79 $153K - $172K
10.2K $171K
Ferguson Enterprises Inc
1.16K
New
N/A
1.16K $0
Rocket Lab Corp
6.45K
New
N/A
6.45K $0
Innovator Etfs Trust
7.26K
New
N/A
7.26K $0
DGIN
Vaneck Fds Digital India ETF
7.89K
New
N/A
7.89K $0
Lam Research Corp
11.5K
New
N/A
11.5K $0
Ge Vernova Inc
568
New
N/A
568 $0
Galaxy Digital Inc.
21.6K
New
N/A
21.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
5.83K
New
N/A
5.83K $0
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
5.46K
New
N/A
5.46K $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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