Accurate Wealth Management, LLC Purchases in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
4.27K
+ 57.92%
$31.31 - $35.01 $134K - $150K
11.6K $364K
MGK
Vanguard Mega Cap Growth ETF

ETFs
195
+ 10.03%
$316.94 - $357.88 $61.8K - $69.8K
2.14K $734K
FDN
First Tr Fd Dow Jones

ETFs
246
+ 20.99%
$210.5 - $257.24 $51.8K - $63.3K
1.42K $344K
SYY
Sysco Corp

Consumer Defensive
1.9K
+ 5.79%
$73.63 - $81.77 $140K - $155K
34.7K $2.65M
PSTG
Pure Storage, Inc.

Technology
768
+ 19.74%
$48.19 - $66.6 $37K - $51.1K
4.66K $286K
SHOP
Shopify Inc.

Technology
21
+ 0.64%
$78.14 - $119.49 $1.64K - $2.51K
3.28K $348K
UGI
Ugi Corp

Utilities
1.92K
+ 21.05%
$23.24 - $30.37 $44.6K - $58.2K
11K $311K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
7.06K
+ 31.33%
$12.74 - $14.23 $89.9K - $100K
29.6K $384K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
285
+ 4.21%
$442.29 - $483.08 $126K - $138K
7.06K $3.2M
MGA
Magna International Inc

Consumer Cyclical
1.64K
+ 9.57%
$39.47 - $46.46 $64.8K - $76.2K
18.8K $785K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
218
+ 18.18%
$172.07 - $207.36 $37.5K - $45.2K
1.42K $279K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 3.89%
$873.59 - $994.69 $36.7K - $41.8K
1.12K $1.03M
PFE
Pfizer Inc

Healthcare
5.36K
+ 17.65%
$24.8 - $30.19 $133K - $162K
35.7K $948K
CPRI
Capri Holdings LTD

Consumer Cyclical
28K
+ 114.54%
$19.39 - $43.18 $543K - $1.21M
52.4K $1.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
208
+ 6.86%
$278.49 - $315.16 $57.9K - $65.6K
3.24K $919K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
991
+ 4.06%
$37.97 - $38.95 $37.6K - $38.6K
25.4K $988K
CASY
Caseys General Stores Inc

Consumer Cyclical
124
+ 21.42%
$366.65 - $427.88 $45.5K - $53.1K
703 $278K
JCI
Johnson Controls International PLC

Industrials
690
+ 18.13%
$74.23 - $86.6 $51.2K - $59.8K
4.5K $354K
UPS
United Parcel Service Inc

Industrials
727
+ 22.29%
$122.65 - $138.35 $89.2K - $101K
3.99K $502K
BK
Bank Of New York Mellon Corp

Financial Services
393
+ 7.71%
$70.82 - $81.87 $27.8K - $32.2K
5.49K $421K
ABT
Abbott Laboratories

Healthcare
503
+ 10.36%
$111.93 - $119.39 $56.3K - $60.1K
5.36K $606K
USB
Us Bancorp \De\

Financial Services
662
+ 7.14%
$43.98 - $53.66 $29.1K - $35.5K
9.93K $475K
GILD
Gilead Sciences, Inc.

Healthcare
230
+ 7.13%
$83.95 - $97.9 $19.3K - $22.5K
3.46K $319K
MCO
Moodys Corp

Financial Services
100
+ 17.61%
$454.04 - $500.88 $45.4K - $50.1K
668 $316K
CACI
Caci International Inc

Technology
111
+ 25.52%
N/A
546 $233K
ETN
Eaton Corp PLC

Industrials
137
+ 13.42%
$326.96 - $377.52 $44.8K - $51.7K
1.16K $384K
FCX
Freeport Mcmoran Inc

Basic Materials
8.1K
+ 36.21%
$38.08 - $50.82 $308K - $412K
30.5K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
62
+ 7.37%
$521.84 - $558.82 $32.4K - $34.6K
903 $486K
IWF
Ishares Russell 1000 Gr ETF

ETFs
33
+ 2.92%
$370.24 - $418.94 $12.2K - $13.8K
1.16K $467K
T
At&T Inc.

Communication Services
324
+ 0.72%
$21.22 - $23.88 $6.88K - $7.74K
45.2K $1.03M
IYW
Ishares Dj Us Tech ETF

ETFs
113
+ 3.9%
$148.14 - $166.23 $16.7K - $18.8K
3.01K $479K
SNPS
Synopsys Inc

Technology
121
+ 14.79%
$485.36 - $588.0 $58.7K - $71.1K
939 $455K
PRU
Prudential Financial Inc

Financial Services
482
+ 7.7%
$114.59 - $129.52 $55.2K - $62.4K
6.74K $798K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.2K
+ 15.29%
$29.73 - $30.81 $35.5K - $36.8K
9.01K $274K
ACN
Accenture PLC

Technology
124
+ 7.26%
$343.9 - $376.86 $42.6K - $46.7K
1.83K $644K
NWL
Newell Brands Inc.

Consumer Defensive
1.53K
+ 14.82%
$7.18 - $11.63 $11K - $17.8K
11.9K $118K
PM
Philip Morris International Inc.

Consumer Defensive
399
+ 4.08%
$118.38 - $133.06 $47.2K - $53.1K
10.2K $1.23M
CDNS
Cadence Design Systems Inc

Technology
12
+ 1.06%
$249.1 - $324.54 $2.99K - $3.89K
1.14K $343K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
754
+ 15.03%
$41.16 - $44.07 $31K - $33.2K
5.77K $242K
SCHW
Schwab Charles Corp

Financial Services
28
+ 0.82%
$63.31 - $82.85 $1.77K - $2.32K
3.44K $254K
RTX
Raytheon Technologies Corp

Industrials
559
+ 8.99%
$114.45 - $127.21 $64K - $71.1K
6.77K $783K
HIG
Hartford Financial Services Group, Inc.

Financial Services
548
+ 14.37%
$107.06 - $123.74 $58.7K - $67.8K
4.36K $477K
HD
Home Depot, Inc.

Consumer Cyclical
434
+ 5.0%
$385.02 - $431.37 $167K - $187K
9.12K $3.55M
FITB
Fifth Third Bancorp

Financial Services
798
+ 7.94%
$41.76 - $48.44 $33.3K - $38.7K
10.8K $458K
BNDX
Vanguard Total International B

ETFs
746
+ 9.63%
$48.91 - $50.61 $36.5K - $37.8K
8.49K $416K
CFG
Citizens Financial Group Inc

Financial Services
278
+ 5.37%
$39.92 - $48.46 $11.1K - $13.5K
5.46K $238K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.37K
+ 12.55%
N/A
12.3K $233K
SUB
Ishares Short Term National Mu

ETFs
279
+ 5.5%
$104.94 - $106.2 $29.3K - $29.6K
5.35K $564K
FISV
Fiserv Inc

Technology
168
+ 15.31%
N/A
1.27K $158K
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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