Accurate Wealth Management, LLC Sells in Q3 2024

Accurate Wealth Management, LLC

  • $464 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
-66.5K
- 92.33%
$82.16 - $90.4 $5.47M - $6.01M
5.53K $499K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-31.6K
- 89.22%
$98.71 - $117.61 $3.11M - $3.71M
3.81K $448K
ZECP
Zacks Tr Earnings Constant Por

ETFs
-115K
- 38.86%
$28.3 - $30.84 $3.25M - $3.55M
181K $5.58M
MRK
Merck & Co., Inc.

Healthcare
-19.6K
- 58.31%
$111.15 - $128.97 $2.18M - $2.53M
14K $1.59M
CSX
Csx Corp

Industrials
-70.9K
- 76.68%
$32.48 - $35.45 $2.3M - $2.51M
21.6K $744K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.45K
- 11.56%
$434.77 - $502.96 $1.94M - $2.24M
34.1K $16.6M
UNH
Unitedhealth Group Inc

Healthcare
-3.31K
- 46.73%
$488.01 - $604.18 $1.62M - $2M
3.78K $2.21M
MO
Altria Group, Inc.

Consumer Defensive
-35.2K
- 31.22%
$45.95 - $54.71 $1.62M - $1.93M
77.6K $3.96M
WRB
Berkley W R Corp

Financial Services
-27
- 0.06%
$51.54 - $79.62 $1.39K - $2.15K
48.5K $2.75M
CDNS
Cadence Design Systems Inc

Technology
-1.4K
- 55.24%
$246.84 - $321.11 $345K - $449K
1.13K $306K
GOOG
Alphabet Inc.

Communication Services
-479
- 3.81%
$149.54 - $192.66 $71.6K - $92.3K
12.1K $2.02M
NVDA
Nvidia Corp

Technology
-922
- 1.16%
$98.91 - $134.91 $91.2K - $124K
78.9K $9.58M
ELV
Elevance Health, Inc.

Healthcare
-301
- 5.33%
$500.12 - $562.29 $151K - $169K
5.35K $2.78M
CVX
Chevron Corp

Energy
-68
- 0.29%
$137.88 - $161.97 $9.38K - $11K
23.8K $3.5M
WM
Waste Management Inc

Industrials
-611
- 4.05%
$196.96 - $223.45 $120K - $137K
14.5K $3.01M
MCK
Mckesson Corp

Healthcare
-277
- 36.26%
$479.06 - $630.38 $133K - $175K
487 $240K
NUE
Nucor Corp

Basic Materials
-817
- 21.4%
$137.77 - $166.14 $113K - $136K
3K $451K
XLU
Utilities Sector Spdr

ETFs
-20.2K
- 17.09%
$67.67 - $80.78 $1.36M - $1.63M
97.8K $7.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.3K
- 7.92%
$113.41 - $125.62 $374K - $414K
38.4K $4.82M
VTV
Vanguard Value ETF

ETFs
-1.59K
- 14.25%
$159.75 - $174.57 $253K - $277K
9.54K $1.66M
VLO
Valero Energy Corp

Energy
-251
- 8.25%
$132.81 - $163.48 $33.3K - $41K
2.79K $377K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-282
- 19.96%
$332.02 - $382.76 $93.6K - $108K
1.13K $424K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-144
- 3.69%
$53.01 - $82.74 $7.63K - $11.9K
3.76K $243K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-992
- 22.41%
$71.45 - $75.64 $70.9K - $75K
3.44K $258K
BP
Bp PLC

Energy
-71
- 0.64%
$30.78 - $37.05 $2.19K - $2.63K
11.1K $348K
XLE
Energy Sector Spdr

ETFs
-348
- 9.57%
$84.35 - $93.39 $29.4K - $32.5K
3.29K $288K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-626
- 14.98%
$62.4 - $62.4 $39.1K - $39.1K
3.55K $221K
TXN
Texas Instruments Inc

Technology
-185
- 4.06%
$194.6 - $194.6 $36K - $36K
4.37K $850K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.14K
- 8.16%
$25.38 - $26.27 $54.2K - $56.1K
24.1K $631K
MPC
Marathon Petroleum Corp

Energy
-6
- 0.19%
$158.61 - $180.75 $952 - $1.08K
3.21K $522K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-375
- 8.93%
$92.56 - $99.46 $34.7K - $37.3K
3.82K $366K
AOR
Ishares Tr Core Growth Allocat

ETFs
-770
- 17.78%
$55.15 - $59.31 $42.5K - $45.7K
3.56K $210K
FNB
Fnb Corp

Financial Services
-2.93K
- 10.42%
$13.41 - $15.55 $39.2K - $45.5K
25.2K $354K
KSS
Kohls Corp

Consumer Cyclical
-337
- 3.03%
$18.62 - $22.79 $6.27K - $7.68K
10.8K $227K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.7K
- 13.91%
$16.42 - $18.12 $27.9K - $30.8K
10.5K $189K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.68K
- 12.54%
$41.9 - $48.26 $70.6K - $81.3K
11.7K $562K
IWV
Ishares Russell 3000 ETF

ETFs
-153
- 11.26%
$294.75 - $326.73 $45.1K - $50K
1.21K $394K
SOXX
Ishares Semiconductor ETF

ETFs
-29
- 2.8%
$199.29 - $265.49 $5.78K - $7.7K
1.01K $232K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-376
- 10.99%
$76.38 - $78.87 $28.7K - $29.7K
3.04K $239K
HYG
Ishares Tr

ETFs
-719
- 5.9%
$76.72 - $80.36 $55.2K - $57.8K
11.5K $920K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-103
- 5.03%
$285.48 - $330.24 $29.4K - $34K
1.95K $626K
ADI
Analog Devices Inc

Technology
-81
- 4.6%
$200.56 - $243.33 $16.2K - $19.7K
1.68K $386K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-322
- 4.57%
$50.32 - $50.75 $16.2K - $16.3K
6.73K $341K
VIG
Vanguard Dividend Appreciation

ETFs
-76
- 6.45%
$182.15 - $182.15 $13.8K - $13.8K
1.1K $200K
PFE
Pfizer Inc

Healthcare
-1.57K
- 4.9%
$27.7 - $31.39 $43.4K - $49.2K
30.4K $879K
GNL
Global Net Lease, Inc.

Real Estate
-4.03K
- 17.66%
$7.3 - $8.96 $29.4K - $36.1K
18.8K $158K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-864
- 3.42%
$36.29 - $38.05 $31.4K - $32.9K
24.4K $927K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-26
- 2.87%
$320.55 - $412.94 $8.33K - $10.7K
879 $342K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 2.55%
$1024.09 - $1201.76 $6.14K - $7.21K
229 $240K
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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