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
HWM
Howmet Aerospace Inc.

Industrials
1.13K
+ 14.38%
$184.09 - $209.74 $208K - $237K
8.97K $1.82M
IXN
Ishares Global Information Tec

ETFs
2.54K
+ 42.12%
$102.05 - $112.09 $260K - $285K
8.58K $907K
AVES
American Centy ETF Tr Avantis

ETFs
4.77K
New
$55.32 - $58.99 $264K - $282K
4.77K $280K
IGM
Ishares Expanded Tech Sector E

ETFs
2K
+ 39.96%
$124.25 - $135.72 $248K - $271K
6.99K $893K
PH
Parker Hannifin Corp

Industrials
149
+ 8.13%
$716.66 - $857.93 $107K - $128K
1.98K $1.65M
ASML
Asml Holding Nv

Technology
252
New
$936.19 - $1075.45 $236K - $271K
252 $257K
EIX
Edison International

Utilities
4.33K
New
$52.12 - $59.08 $225K - $256K
4.33K $253K
RAAX
Vaneck ETF Trust Inflation All

ETFs
6.74K
+ 18.39%
$34.05 - $35.45 $230K - $239K
43.4K $1.51M
EWJ
Ishares Msci Japan ETF

ETFs
2.88K
New
$78.36 - $84.34 $226K - $243K
2.88K $242K
ABBV
Abb Vie Inc.

Healthcare
859
+ 5.09%
$211.96 - $244.38 $182K - $210K
17.8K $4.15M
BSCV
Invesco ETF Self Indexed Fd Tr
14.5K
New
$16.62 - $16.82 $241K - $244K
14.5K $241K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.24K
New
$42.38 - $49.47 $222K - $259K
5.24K $237K
VSLU
ETF Opportunities Tr Applied F
5.34K
+ 109.45%
$42.0 - $44.28 $224K - $236K
10.2K $439K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.83K
+ 5.99%
$46.85 - $47.44 $226K - $229K
85.3K $4.01M
XLE
Energy Sector Spdr

ETFs
2.28K
+ 70.09%
$85.22 - $92.02 $194K - $210K
5.53K $509K
FIX
Comfort Systems Usa Inc

Industrials
238
New
$790.72 - $1010.64 $188K - $241K
238 $216K
MNST
Monster Beverage Corp

Consumer Defensive
3.01K
New
$66.31 - $71.91 $200K - $216K
3.01K $214K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
New
$185.12 - $192.11 $211K - $219K
1.14K $213K
PNW
Pinnacle West Capital Corp

Utilities
2.39K
New
$87.64 - $93.71 $209K - $224K
2.39K $211K
ARW
Arrow Electronics Inc

Technology
2.61K
+ 45.37%
$108.16 - $125.34 $283K - $327K
8.37K $905K
UBSI
United Bankshares Inc

Financial Services
5.7K
New
$34.31 - $37.58 $195K - $214K
5.7K $207K
IBM
International Business Machines Corp

Technology
297
+ 3.93%
$275.97 - $314.98 $82K - $93.5K
7.86K $2.34M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
346
New
$577.77 - $604.78 $200K - $209K
346 $202K
BALT
Innovator Etfs Tr
6.13K
New
$32.7 - $33.07 $200K - $203K
6.13K $202K
AEP
American Electric Power CO Inc

Utilities
849
+ 7.62%
$112.75 - $122.73 $95.7K - $104K
12K $1.45M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.78K
+ 2.59%
$31.28 - $33.46 $87.1K - $93.1K
110K $3.65M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.25K
New
$147.71 - $162.85 $185K - $204K
1.25K $200K
LDOS
Leidos Holdings, Inc.

Technology
1.04K
New
$184.41 - $199.55 $192K - $208K
1.04K $199K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
6.1K
New
$32.0 - $32.39 $195K - $198K
6.1K $196K
CB
Chubb LTD

Financial Services
666
New
$268.2 - $296.22 $179K - $197K
666 $196K
PEP
Pepsico Inc

Consumer Defensive
685
+ 5.39%
$138.84 - $153.71 $95.1K - $105K
13.4K $1.98M
ROK
Rockwell Automation, Inc

Industrials
519
New
$333.75 - $394.54 $173K - $205K
519 $195K
ROKU
Roku, Inc

Communication Services
2K
+ 16.92%
$92.02 - $108.63 $184K - $217K
13.8K $1.38M
CAG
Conagra Brands Inc.

Consumer Defensive
11K
New
$16.7 - $19.3 $184K - $213K
11K $192K
LEN
Lennar Corp

Consumer Cyclical
1.87K
+ 25.71%
$117.91 - $130.07 $220K - $243K
9.14K $1.11M
DFIC
Dimensional ETF Tr Dimensional

ETFs
4.57K
+ 7.11%
$32.24 - $33.72 $147K - $154K
68.8K $2.3M
TXT
Textron Inc

Industrials
2.34K
New
$79.42 - $87.34 $186K - $205K
2.34K $189K
SUB
Ishares Short Term National Mu

ETFs
1.79K
+ 46.05%
$106.22 - $106.81 $190K - $191K
5.68K $604K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.71K
New
$106.25 - $112.78 $182K - $193K
1.71K $186K
CMA
Comerica Inc

Financial Services
2.36K
New
$69.09 - $80.21 $163K - $189K
2.36K $184K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.1K
+ 39.2%
$29.81 - $42.36 $450K - $639K
53.6K $1.69M
AVUV
American Centy ETF Tr Avantis

ETFs
1.87K
New
$95.19 - $100.66 $178K - $188K
1.87K $182K
WTFC
Wintrust Financial Corp

Financial Services
1.41K
New
$120.24 - $132.64 $170K - $188K
1.41K $181K
MU
Micron Technology Inc

Technology
3
+ 0.14%
$181.6 - $253.3 $545 - $760
2.22K $547K
VGSH
Vanguard

ETFs
3.02K
+ 6.13%
$58.64 - $58.96 $177K - $178K
52.2K $3.07M
PG
Procter & Gamble CO

Consumer Defensive
5.63K
+ 6.78%
$145.5 - $153.18 $819K - $863K
88.7K $12.9M
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.45K
+ 5.56%
$33.69 - $34.08 $184K - $186K
103K $3.49M
JPIE
J P Morgan Exchange Traded Fd
3.66K
+ 17.54%
$46.18 - $46.47 $169K - $170K
24.6K $1.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.28K
+ 18.96%
$50.55 - $50.74 $166K - $166K
20.6K $1.04M
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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