Accurate Wealth Management, LLC Purchases in Q4 2025

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IHE
Ishares Tr

ETFs
75.1K
New
$73.63 - $80.43 $5.53M - $6.04M
75.1K $6.03M
GLD
Spdr Gold Trust

ETFs
15.7K
+ 231.26%
$354.79 - $403.15 $5.55M - $6.31M
22.4K $8.43M
XLK
Technology Sector Spdr

ETFs
17.7K
+ 128.76%
$278.39 - $304.13 $4.92M - $5.38M
31.4K $9.05M
MSFT
Microsoft Corp

Technology
4.96K
+ 15.38%
$496.82 - $542.07 $2.46M - $2.69M
37.2K $18.9M
L
Loews Corp

Financial Services
20K
New
$97.8 - $104.41 $1.96M - $2.09M
20K $2.09M
AVY
Avery Dennison Corp

Industrials
11.8K
New
$157.49 - $186.28 $1.86M - $2.2M
11.8K $2.04M
ACGL
Arch Capital Group Ltd.

Financial Services
22.1K
New
$84.72 - $94.1 $1.87M - $2.08M
22.1K $2.04M
ROL
Rollins Inc

Consumer Cyclical
34.7K
New
$53.87 - $59.67 $1.87M - $2.07M
34.7K $2.02M
BSJR
Invesco Indx Tr

ETFs
81.5K
+ 545.45%
$22.6 - $22.76 $1.84M - $1.86M
96.5K $2.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.7K
+ 8.2%
$653.02 - $687.39 $1.76M - $1.85M
35.6K $23.7M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 5.48%
$236.57 - $291.31 $410K - $504K
33.3K $9.22M
LLY
Eli Lilly & CO

Healthcare
157
+ 3.03%
$799.57 - $1025.28 $126K - $161K
5.34K $5.45M
GBIL
Goldman Sachs Access Treasury

ETFs
14.4K
+ 48.41%
$99.91 - $100.24 $1.44M - $1.44M
44.1K $4.42M
NOW
Service Now, Inc.

Technology
1.76K
+ 327.43%
$835.79 - $946.29 $1.47M - $1.66M
2.29K $1.91M
AMZN
Amazon Com Inc

Consumer Cyclical
2.71K
+ 5.62%
$213.04 - $254.0 $578K - $689K
51K $12M
AVGO
Broadcom Inc.

Technology
2.58K
+ 10.35%
$324.63 - $385.98 $837K - $995K
27.5K $9.42M
IBB
Ishares Biotechnology ETF

ETFs
183
+ 0.35%
$148.51 - $164.96 $27.2K - $30.2K
53K $8.7M
ISRG
Intuitive Surgical Inc

Healthcare
253
+ 3.75%
$429.59 - $576.2 $109K - $146K
6.99K $3.82M
AMD
Advanced Micro Devices Inc

Technology
536
+ 6.26%
$164.01 - $264.33 $87.9K - $142K
9.1K $2.19M
CAT
Caterpillar Inc

Industrials
448
+ 6.32%
$480.82 - $585.49 $215K - $262K
7.53K $4.16M
AIQ
Global X Funds Global X Artifi

ETFs
15.4K
New
$48.93 - $53.56 $753K - $824K
15.4K $771K
IEFA
Ishares Tr

ETFs
6.58K
+ 6.49%
$86.09 - $89.88 $566K - $591K
108K $9.58M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.4K
New
$150.5 - $159.55 $662K - $702K
4.4K $663K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.68K
+ 44.83%
$325.34 - $368.61 $545K - $617K
5.41K $1.87M
XOM
Exxon Mobil Corp

Energy
1.93K
+ 2.63%
$110.64 - $119.78 $214K - $232K
75.6K $8.89M
AVDE
American Centy ETF Tr Avantis

ETFs
7.15K
+ 87.18%
$77.65 - $81.2 $555K - $581K
15.4K $1.23M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
25.1K
+ 22.34%
$23.36 - $23.46 $587K - $589K
138K $3.21M
OUNZ
Van Eck Merk Gold Trust

ETFs
11.6K
+ 33.07%
$37.12 - $42.17 $431K - $489K
46.7K $1.84M
GLNK
Grayscale Chainlink Trust (Link)
25K
New
$19.95 - $33.51 $499K - $838K
25K $498K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
20.9K
+ 214.75%
$23.34 - $23.51 $488K - $492K
30.7K $719K
JNJ
Johnson & Johnson

Healthcare
447
+ 1.62%
$185.98 - $199.58 $83.1K - $89.2K
28.1K $5.61M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
13.4K
+ 115.69%
$33.24 - $35.25 $444K - $471K
24.9K $848K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.71K
+ 5.93%
$99.87 - $101.27 $470K - $477K
84.1K $8.41M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21.7K
+ 59.08%
$20.53 - $20.66 $446K - $448K
58.4K $1.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
850
+ 9.84%
$394.96 - $425.89 $336K - $362K
9.49K $3.88M
AVSE
American Centy ETF Tr Avantis

ETFs
5.77K
New
$61.83 - $66.19 $357K - $382K
5.77K $377K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.03K
+ 8.62%
$63.25 - $66.24 $445K - $466K
88.6K $5.69M
AVDV
American Centy ETF Tr Avantis

ETFs
3.82K
+ 25.02%
$87.37 - $90.92 $334K - $347K
19.1K $1.72M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.01K
+ 9.05%
$32.35 - $34.37 $291K - $310K
109K $3.67M
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.6K
+ 45.41%
$227.13 - $251.24 $362K - $401K
5.11K $1.17M
BSCU
Invesco Exc Self Ind Tr

ETFs
20.1K
+ 136.21%
$16.86 - $17.02 $339K - $342K
34.8K $587K
CAH
Cardinal Health Inc

Healthcare
331
+ 5.94%
$153.27 - $206.06 $50.7K - $68.2K
5.9K $1.21M
MDB
Mongo Db, Inc.

Technology
961
New
$313.81 - $373.89 $302K - $359K
961 $338K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
667
+ 80.46%
$506.07 - $566.91 $338K - $378K
1.5K $791K
QLD
Proshares Ultra Qqq

ETFs
2.18K
+ 100.0%
$131.81 - $152.77 $287K - $333K
4.36K $607K
MRK
Merck & Co., Inc.

Healthcare
1.42K
+ 7.42%
$82.49 - $92.93 $117K - $132K
20.6K $1.91M
WMT
Walmart Inc.

Consumer Defensive
2.98K
+ 6.01%
$101.18 - $109.03 $301K - $325K
52.5K $5.4M
PLD
Prologis, Inc.

Real Estate
1.88K
+ 27.39%
$111.23 - $127.18 $209K - $239K
8.73K $1.08M
INTC
Intel Corp

Technology
8.17K
+ 124.74%
$34.71 - $41.53 $284K - $339K
14.7K $510K
Activity Summary
Buys All Purchases 299 New Holdings 48 Increased Positions 251 Sells All Sells 187 Reductions 187 Sold out 0 Options Calls 0 Puts 0
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