Accurate Wealth Management, LLC Reduced Holdings in Q1 2025

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
-7
- 0.06%
$25.77 - $27.6 $180 - $193
12.6K $332K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-536
- 10.55%
$56.12 - $68.15 $30.1K - $36.5K
4.55K $308K
NUE
Nucor Corp

Basic Materials
-23
- 0.78%
$114.48 - $142.52 $2.63K - $3.28K
2.91K $349K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2
- 0.03%
$71.17 - $73.66 $142 - $147
5.77K $423K
MPC
Marathon Petroleum Corp

Energy
-57
- 2.06%
$134.72 - $159.03 $7.68K - $9.06K
2.71K $394K
NWE
Northwestern Corp

Utilities
-138
- 3.44%
$51.11 - $57.87 $7.05K - $7.99K
3.88K $224K
BDX
Becton Dickinson & CO

Healthcare
-73
- 0.57%
$222.79 - $249.08 $16.3K - $18.2K
12.8K $2.93M
VHT
Vanguard Health Care ETF

ETFs
-7
- 0.45%
$254.06 - $273.83 $1.78K - $1.92K
1.54K $405K
ENB
Enbridge Inc

Energy
-561
- 2.59%
$41.54 - $45.45 $23.3K - $25.5K
21.1K $933K
NOC
Northrop Grumman Corp

Industrials
-5
- 0.87%
$433.45 - $513.82 $2.17K - $2.57K
573 $293K
IDEV
Ishares Core Msci Intl Develop

ETFs
-125
- 1.69%
$63.77 - $71.36 $7.97K - $8.92K
7.29K $506K
FTNT
Fortinet, Inc.

Technology
-33
- 0.17%
$92.49 - $114.57 $3.05K - $3.78K
19.2K $1.84M
CTRA
Coterra Energy Inc.

Energy
-3.44K
- 8.73%
$25.51 - $29.83 $87.8K - $103K
36K $1.04M
UGI
Ugi Corp

Utilities
-349
- 3.17%
$28.0 - $34.16 $9.77K - $11.9K
10.7K $352K
BP
Bp PLC

Energy
-98
- 0.87%
$29.93 - $35.31 $2.93K - $3.46K
11.1K $376K
CMS
Cms Energy Corp

Utilities
-30
- 0.51%
$64.99 - $75.11 $1.95K - $2.25K
5.87K $440K
CSCO
Cisco Systems, Inc.

Technology
-1.21K
- 2.4%
$58.74 - $64.87 $71.1K - $78.5K
49.3K $3.04M
DUK
Duke Energy Corp

Utilities
-75
- 1.69%
$105.87 - $121.97 $7.94K - $9.15K
4.36K $531K
DVN
Devon Energy Corp

Energy
-2.43K
- 7.77%
$33.15 - $38.55 $80.4K - $93.5K
28.8K $1.08M
MCK
Mckesson Corp

Healthcare
-29
- 4.03%
$566.21 - $672.99 $16.4K - $19.5K
690 $464K
MA
Mastercard Inc

Financial Services
-108
- 1.52%
$504.67 - $576.31 $54.5K - $62.2K
7K $3.84M
PLTR
Palantir Technologies Inc.

Technology
-219
- 1.09%
$64.98 - $124.62 $14.2K - $27.3K
19.8K $1.67M
CB
Chubb LTD

Financial Services
-226
- 2.47%
$257.71 - $301.99 $58.2K - $68.2K
8.92K $2.69M
WM
Waste Management Inc

Industrials
-675
- 4.73%
$200.54 - $233.78 $135K - $158K
13.6K $3.14M
PGR
Progressive Corp

Financial Services
-656
- 5.86%
$235.61 - $291.22 $155K - $191K
10.5K $2.98M
CTAS
Cintas Corp

Industrials
-226
- 1.46%
$182.09 - $208.14 $41.2K - $47K
15.2K $3.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-381
- 5.4%
$442.66 - $534.52 $169K - $204K
6.68K $3.51M
MO
Altria Group, Inc.

Consumer Defensive
-1.96K
- 2.91%
$50.81 - $60.02 $99.4K - $117K
65.3K $3.92M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-144
- 1.01%
$208.48 - $244.03 $30K - $35.1K
14.1K $3.44M
ED
Consolidated Edison Inc

Utilities
-1.67K
- 5.49%
$88.0 - $110.59 $147K - $185K
28.7K $3.18M
AON
Aon PLC

Financial Services
-43
- 0.35%
$348.44 - $409.32 $15K - $17.6K
12.2K $4.86M
CVX
Chevron Corp

Energy
-525
- 2.08%
$146.71 - $167.97 $77K - $88.2K
24.7K $4.13M
TMUS
T Mobile Us, Inc.

Communication Services
-446
- 3.16%
$211.3 - $272.83 $94.2K - $122K
13.7K $3.65M
RSG
Republic Services, Inc.

Industrials
-128
- 0.88%
$200.09 - $242.16 $25.6K - $31K
14.4K $3.49M
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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