Accurate Wealth Management, LLC Sells in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-29.8K
- 87.41%
$481.22 - $538.17 $14.3M - $16M
4.29K $2.19M
XLU
Utilities Sector Spdr

ETFs
-94.4K
- 96.53%
$74.89 - $82.93 $7.07M - $7.83M
3.39K $256K
GLD
Spdr Gold Trust

ETFs
-22.8K
- 85.16%
$236.59 - $257.5 $5.4M - $5.87M
3.98K $962K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-27.4K
- 71.34%
$124.26 - $134.12 $3.4M - $3.67M
11K $1.41M
ELV
Elevance Health, Inc.

Healthcare
-4.71K
- 88.02%
$365.96 - $514.62 $1.72M - $2.42M
641 $236K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-908
- 5.69%
$25.93 - $105.3 $23.5K - $95.6K
15.1K $419K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.14K
- 5.56%
$22.4 - $68.28 $25.5K - $77.7K
19.3K $447K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-284
- 2.2%
$25.79 - $80.4 $7.32K - $22.8K
12.6K $329K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-8.55K
- 32.52%
$77.86 - $79.27 $665K - $677K
17.7K $1.38M
CB
Chubb LTD

Financial Services
-1.67K
- 15.41%
$271.57 - $301.89 $452K - $503K
9.14K $2.53M
GBIL
Goldman Sachs Access Treasury

ETFs
-5.15K
- 15.42%
$99.85 - $100.22 $514K - $516K
28.2K $2.82M
TMUS
T Mobile Us, Inc.

Communication Services
-3.25K
- 18.7%
$206.1 - $246.94 $670K - $803K
14.1K $3.12M
MO
Altria Group, Inc.

Consumer Defensive
-10.3K
- 13.3%
$49.06 - $57.74 $506K - $596K
67.2K $3.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.06K
- 31.88%
$183.23 - $199.79 $377K - $411K
4.4K $814K
TJX
Tjx Companies Inc

Consumer Cyclical
-4.02K
- 13.59%
$112.15 - $127.2 $451K - $511K
25.6K $3.09M
UNH
Unitedhealth Group Inc

Healthcare
-90
- 2.38%
$485.52 - $625.25 $43.7K - $56.3K
3.69K $1.86M
LMT
Lockheed Martin Corp

Industrials
-210
- 10.77%
$479.66 - $614.62 $101K - $129K
1.74K $845K
DSTL
ETF Ser Solution Distillate Us

ETFs
-4.61K
- 21.96%
$54.74 - $58.88 $252K - $271K
16.4K $898K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-2.34K
- 4.73%
$35.09 - $39.06 $82.2K - $91.5K
47.2K $1.66M
DVN
Devon Energy Corp

Energy
-1.71K
- 5.19%
$30.52 - $42.96 $52.2K - $73.5K
31.2K $1.02M
SPOT
Spotify Technology S.A.

Communication Services
-883
- 48.28%
$362.95 - $502.38 $320K - $444K
946 $423K
PGR
Progressive Corp

Financial Services
-320
- 2.78%
$239.6 - $268.88 $76.7K - $86K
11.2K $2.68M
VZ
Verizon Communications Inc

Communication Services
-1.1K
- 2.87%
$39.6 - $45.21 $43.4K - $49.6K
37.2K $1.49M
RSG
Republic Services, Inc.

Industrials
-1.18K
- 7.49%
$198.0 - $218.75 $233K - $257K
14.5K $2.92M
DOW
Dow Inc.

Basic Materials
-1.8K
- 16.72%
$39.1 - $55.34 $70.5K - $99.8K
8.99K $360K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.7K
- 31.52%
$44.04 - $49.49 $163K - $183K
8.04K $354K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-2.24K
- 5.74%
$28.69 - $32.86 $64.3K - $73.6K
36.8K $1.06M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-3.45K
- 3.71%
$45.85 - $49.28 $158K - $170K
89.7K $4.19M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-102
- 0.71%
$209.89 - $233.24 $21.4K - $23.8K
14.2K $3.02M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-4.9K
- 39.44%
$30.02 - $31.23 $147K - $153K
7.53K $232K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-757
- 23.41%
$176.42 - $186.91 $134K - $141K
2.48K $441K
MPC
Marathon Petroleum Corp

Energy
-442
- 13.79%
$131.65 - $174.84 $58.2K - $77.3K
2.76K $385K
ZTS
Zoetis Inc.

Healthcare
-353
- 14.77%
$162.24 - $194.42 $57.3K - $68.6K
2.04K $331K
PHM
Pultegroup Inc

Consumer Cyclical
-295
- 10.08%
$108.86 - $149.04 $32.1K - $44K
2.63K $286K
WM
Waste Management Inc

Industrials
-233
- 1.61%
$201.79 - $228.46 $47K - $53.2K
14.3K $2.88M
IEF
Ishares Barclays

ETFs
-997
- 20.84%
$92.08 - $98.18 $91.8K - $97.9K
3.79K $350K
NUE
Nucor Corp

Basic Materials
-70
- 2.33%
$115.78 - $167.74 $8.1K - $11.7K
2.93K $342K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.05K
- 28.91%
$88.59 - $94.57 $92.9K - $99.2K
2.58K $228K
VTV
Vanguard Value ETF

ETFs
-306
- 3.21%
$168.32 - $181.87 $51.5K - $55.7K
9.23K $1.56M
MU
Micron Technology Inc

Technology
-538
- 20.29%
$84.16 - $113.41 $45.3K - $61K
2.11K $177K
VEA
Vanguard Ftse Developed Market

ETFs
-159
- 0.87%
$47.57 - $52.44 $7.56K - $8.34K
18.1K $863K
MUB
Ishares National Muni Bond ETF

ETFs
-373
- 1.42%
$105.78 - $108.7 $39.5K - $40.5K
25.9K $2.76M
EFG
Msci Eafe Growth ETF

ETFs
-562
- 15.68%
$96.83 - $106.88 $54.4K - $60.1K
3.02K $292K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-2.79K
- 22.1%
$33.71 - $34.99 $94.1K - $97.6K
9.83K $339K
XLV
Select Sector Spdr Fund Health

ETFs
-207
- 5.69%
$136.28 - $154.74 $28.2K - $32K
3.43K $472K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-44
- 1.15%
$72.97 - $96.75 $3.21K - $4.26K
3.78K $280K
TGT
Target Corp

Consumer Defensive
-169
- 5.76%
$121.59 - $160.69 $20.5K - $27.2K
2.76K $373K
GE
General Electric CO

Industrials
-160
- 6.39%
$159.95 - $194.23 $25.6K - $31.1K
2.34K $390K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-128
- 2.46%
$59.25 - $72.99 $7.58K - $9.34K
5.08K $303K
Activity Summary
Buys All Purchases 236 New Holdings 31 Increased Positions 205 Sells All Sells 124 Reductions 124 Sold out 0 Options Calls 0 Puts 0
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