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
VLO
Valero Energy Corp

Energy
-181
- 7.29%
$104.69 - $141.77 $18.9K - $25.7K
2.3K $309K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2.97K
- 11.34%
$40.73 - $50.06 $121K - $149K
23.2K $1.16M
NWL
Newell Brands Inc.

Consumer Defensive
-1.2K
- 9.69%
$4.48 - $6.27 $5.38K - $7.54K
11.2K $60K
DNP
Dnp Select Income Fund Inc

Financial Services
-1.44K
- 6.22%
$8.89 - $9.88 $12.8K - $14.2K
21.7K $212K
DSTL
ETF Ser Solution Distillate Us

ETFs
-535
- 4.66%
$48.53 - $55.35 $26K - $29.6K
10.9K $605K
ORCC
Owl Rock Capital Corp

Financial Services
-940
- 3.66%
N/A
24.8K $331K
PECO
Phillips Edison & Company, Inc.

Real Estate
-20
- 0.33%
$33.53 - $37.33 $671 - $747
6K $210K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-41
- 9.79%
$468.22 - $566.51 $19.2K - $23.2K
378 $214K
XLF
Financial Sector Spdr

ETFs
-709
- 7.5%
$43.92 - $52.37 $31.1K - $37.1K
8.74K $457K
CCI
Crown Castle International Corp

Real Estate
-25
- 0.88%
$94.83 - $107.06 $2.37K - $2.68K
2.8K $287K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-118
- 1.82%
$50.48 - $50.71 $5.96K - $5.98K
6.35K $322K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-23
- 0.94%
$102.02 - $103.5 $2.35K - $2.38K
2.43K $249K
VXF
Vanguard Extended Market ETF

ETFs
-187
- 11.07%
$150.43 - $192.71 $28.1K - $36K
1.5K $289K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-129
- 8.08%
$152.42 - $182.82 $19.7K - $23.6K
1.47K $268K
ENB
Enbridge Inc

Energy
-507
- 2.41%
$41.09 - $47.16 $20.8K - $23.9K
20.6K $931K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-487
- 6.66%
$32.77 - $36.44 $16K - $17.7K
6.82K $248K
SUB
Ishares Short Term National Mu

ETFs
-44
- 0.87%
$104.77 - $106.34 $4.61K - $4.68K
5.03K $534K
DSMC
ETF Ser Solutions Distillate S
-322
- 0.52%
N/A
62.1K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-150
- 1.57%
N/A
9.43K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-305
- 1.42%
N/A
21.2K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-200
- 2.45%
N/A
7.98K $0
Arista Networks Inc
-956
- 8.19%
N/A
10.7K $0
VIG
Vanguard Dividend Appreciation

ETFs
-1
- 0.08%
N/A
1.23K $224K
Liberty Global LTD
-444
- 2.13%
N/A
20.4K $0
UGI
Ugi Corp

Utilities
-1K
- 9.38%
$30.18 - $36.59 $30.2K - $36.6K
9.67K $352K
Aim ETF Products Trust
-854
- 11.84%
N/A
6.36K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-530
- 4.58%
N/A
11K $0
HAPI
Harbor ETF Tr Corporate Cultur
-344
- 1.88%
N/A
18K $0
Innovator Etfs Trust
-756
- 10.57%
N/A
6.4K $0
Innovator Etfs Trust
-1.15K
- 7.51%
N/A
14.2K $0
Innovator Etfs Trust
-210
- 2.09%
N/A
9.82K $0
Global X Fds
-50.5K
- 15.22%
N/A
281K $0
Harbor ETF Trust
-382
- 2.66%
N/A
14K $0
Strategic Trust
-228
- 1.08%
N/A
20.8K $0
Innovator Etfs Trust
-65
- 0.43%
N/A
15.1K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-50
- 3.88%
$152.93 - $181.74 $7.65K - $9.09K
1.24K $225K
NJUL
Innovator Growth 100 Power Buf

Technology
-290
- 8.13%
$56.05 - $68.06 $16.3K - $19.7K
3.28K $222K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-238
- 3.11%
$39.89 - $49.46 $9.49K - $11.8K
7.43K $367K
NUE
Nucor Corp

Basic Materials
-22
- 0.76%
$103.22 - $131.43 $2.27K - $2.89K
2.89K $373K
PSTG
Pure Storage, Inc.

Technology
-989
- 16.27%
$37.18 - $57.58 $36.8K - $56.9K
5.09K $293K
IVW
Ishares S&P 500 Growth ETF

ETFs
-671
- 11.74%
$82.96 - $110.1 $55.7K - $73.9K
5.04K $555K
GM
General Motors CO

Consumer Cyclical
-147
- 0.86%
$42.48 - $50.46 $6.24K - $7.42K
16.9K $832K
FDN
First Tr Fd Dow Jones

ETFs
-3
- 0.24%
$200.29 - $269.33 $601 - $808
1.27K $341K
SHOP
Shopify Inc.

Technology
-37
- 1.09%
$76.89 - $115.35 $2.84K - $4.27K
3.37K $388K
IYW
Ishares Dj Us Tech ETF

ETFs
-62
- 2.67%
$122.57 - $173.27 $7.6K - $10.7K
2.26K $391K
VEA
Vanguard Ftse Developed Market

ETFs
-357
- 2.22%
$45.65 - $57.01 $16.3K - $20.4K
15.7K $895K
HWM
Howmet Aerospace Inc.

Industrials
-357
- 14.04%
$112.33 - $186.13 $40.1K - $66.4K
2.19K $406K
SOXX
Ishares Semiconductor ETF

ETFs
-2
- 0.12%
$154.86 - $239.07 $310 - $478
1.67K $399K
HUBB
Hubbell Inc

Industrials
-2
- 0.18%
$315.94 - $408.41 $632 - $817
1.13K $461K
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
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email