Accurate Wealth Management, LLC Sells in Q2 2025

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
-33.1K
- 82.67%
$273.71 - $316.29 $9.07M - $10.5M
6.95K $2.12M
RSG
Republic Services, Inc.

Industrials
-11.6K
- 80.39%
$227.2 - $258.07 $2.63M - $2.99M
2.82K $696K
BSX
Boston Scientific Corp

Healthcare
-27.6K
- 90.49%
$89.7 - $107.41 $2.48M - $2.97M
2.9K $311K
PGR
Progressive Corp

Financial Services
-9.71K
- 92.13%
$255.27 - $288.74 $2.48M - $2.8M
829 $221K
CTAS
Cintas Corp

Industrials
-12.6K
- 82.47%
$190.11 - $227.66 $2.39M - $2.86M
2.67K $595K
TJX
Tjx Companies Inc

Consumer Cyclical
-19.8K
- 77.14%
$119.13 - $135.03 $2.36M - $2.68M
5.88K $725K
AMP
Ameriprise Financial Inc

Financial Services
-4.78K
- 86.5%
$422.19 - $533.73 $2.02M - $2.55M
746 $398K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-17.9K
- 38.9%
$91.43 - $91.74 $1.64M - $1.65M
28.2K $2.58M
UNH
Unitedhealth Group Inc

Healthcare
-819
- 20.07%
$274.35 - $599.47 $225K - $491K
3.26K $1.02M
BDX
Becton Dickinson & CO

Healthcare
-32
- 0.25%
$165.15 - $226.42 $5.28K - $7.25K
12.8K $2.2M
FSS
Federal Signal Corp

Industrials
-8.22K
- 57.78%
$69.23 - $106.42 $569K - $875K
6.01K $639K
ED
Consolidated Edison Inc

Utilities
-1.04K
- 3.62%
$98.05 - $113.3 $102K - $118K
27.7K $2.78M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-171
- 1.21%
$212.1 - $244.27 $36.3K - $41.8K
13.9K $3.04M
CALM
Cal Maine Foods Inc

Consumer Defensive
-4.7K
- 38.33%
$90.17 - $103.07 $424K - $484K
7.56K $753K
MO
Altria Group, Inc.

Consumer Defensive
-4.54K
- 6.95%
$55.56 - $60.91 $252K - $277K
60.7K $3.56M
VGSH
Vanguard

ETFs
-5.15K
- 9.99%
$58.32 - $58.95 $300K - $303K
46.4K $2.73M
CTRA
Coterra Energy Inc.

Energy
-6.27K
- 17.44%
$22.6 - $29.07 $142K - $182K
29.7K $753K
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.42K
- 31.04%
$82.51 - $109.2 $365K - $483K
9.83K $1.07M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-385
- 26.94%
$421.16 - $509.5 $162K - $196K
1.04K $464K
AIZ
Assurant, Inc.

Financial Services
-305
- 2.32%
$179.73 - $211.56 $54.8K - $64.5K
12.8K $2.54M
CRWD
Crowd Strike Holdings, Inc.

Technology
-994
- 52.23%
$321.63 - $509.31 $320K - $506K
909 $462K
CB
Chubb LTD

Financial Services
-113
- 1.27%
$274.32 - $302.46 $31K - $34.2K
8.8K $2.55M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
-5K
- 30.35%
$28.32 - $31.03 $141K - $155K
11.5K $354K
MUB
Ishares National Muni Bond ETF

ETFs
-1.01K
- 4.47%
$102.31 - $105.8 $103K - $107K
21.6K $2.25M
STLD
Steel Dynamics Inc

Basic Materials
-1.22K
- 17.4%
N/A
5.8K $568K
F
Ford Motor CO

Consumer Cyclical
-13.3K
- 44.78%
$8.69 - $10.85 $115K - $144K
16.3K $177K
VHT
Vanguard Health Care ETF

ETFs
-322
- 20.88%
$236.71 - $261.92 $76.2K - $84.3K
1.22K $302K
OC
Owens Corning

Industrials
-415
- 8.28%
$126.32 - $147.75 $52.4K - $61.3K
4.6K $631K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-3.76K
- 12.87%
$36.26 - $40.45 $136K - $152K
25.5K $1.03M
RIO
Rio Tinto PLC

Basic Materials
-1.05K
- 8.79%
$52.32 - $62.75 $54.7K - $65.6K
10.9K $632K
PEAK
Healthpeak Properties, Inc.

Real Estate
-3.81K
- 26.29%
N/A
10.7K $202K
AVY
Avery Dennison Corp

Industrials
-214
- 1.64%
$159.58 - $183.97 $34.2K - $39.4K
12.9K $2.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-374
- 10.26%
$53.23 - $70.65 $19.9K - $26.4K
3.27K $189K
FNF
Fidelity National Financial, Inc.

Financial Services
-187
- 3.48%
$53.62 - $66.59 $10K - $12.5K
5.19K $290K
WM
Waste Management Inc

Industrials
-60
- 0.44%
$216.47 - $242.1 $13K - $14.5K
13.5K $3.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-869
- 6.51%
$48.13 - $49.85 $41.8K - $43.3K
12.5K $611K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-1.77K
- 22.02%
$34.04 - $41.25 $60.2K - $73K
6.27K $256K
KEY
Keycorp

Financial Services
-4.01K
- 25.83%
$13.23 - $17.42 $53.1K - $69.9K
11.5K $200K
BP
Bp PLC

Energy
-8
- 0.07%
$26.11 - $33.81 $209 - $270
11.1K $332K
BNDX
Vanguard Total International B

ETFs
-944
- 14.94%
$48.77 - $49.55 $46K - $46.8K
5.37K $266K
XLE
Energy Sector Spdr

ETFs
-190
- 5.52%
$76.44 - $94.13 $14.5K - $17.9K
3.25K $275K
ES
Eversource Energy

Utilities
-882
- 8.9%
$54.25 - $65.89 $47.8K - $58.1K
9.03K $574K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-380
- 6.52%
$100.35 - $100.71 $38.1K - $38.3K
5.45K $548K
CMS
Cms Energy Corp

Utilities
-17
- 0.29%
$68.57 - $75.51 $1.17K - $1.28K
5.85K $405K
VICI
Vici Properties Inc.

Real Estate
-989
- 1.23%
$29.41 - $32.97 $29.1K - $32.6K
79.2K $2.58M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-803
- 6.54%
$45.12 - $46.23 $36.2K - $37.1K
11.5K $530K
STZ
Constellation Brands, Inc.

Consumer Defensive
-2
- 0.15%
$160.0 - $195.62 $320 - $391
1.3K $211K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-507
- 11.22%
$51.68 - $52.76 $26.2K - $26.7K
4.01K $211K
UNP
Union Pacific Corp

Industrials
-62
- 5.14%
$208.27 - $238.46 $12.9K - $14.8K
1.15K $263K
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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