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
PNR
Pentair PLC

Industrials
1.69K
+ 62.67%
$104.33 - $112.36 $177K - $190K
4.39K $458K
ES
Eversource Energy

Utilities
1.87K
+ 19.96%
$70.59 - $74.88 $132K - $140K
11.2K $822K
AXP
American Express CO

Financial Services
327
+ 7.33%
$316.26 - $372.77 $103K - $122K
4.79K $1.63M
CCI
Crown Castle International Corp

Real Estate
1.83K
+ 63.99%
$87.81 - $98.87 $161K - $181K
4.7K $425K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.54K
+ 7.17%
$87.55 - $91.32 $135K - $140K
23K $2.07M
DNP
Dnp Select Income Fund Inc

Financial Services
14K
+ 42.73%
$9.93 - $10.23 $139K - $143K
46.8K $473K
BAC
Bank Of America Corp

Financial Services
2.88K
+ 6.63%
$48.65 - $54.11 $140K - $156K
46.3K $2.39M
PATH
Ui Path, Inc.

Technology
10.3K
New
$12.75 - $18.51 $131K - $191K
10.3K $144K
AZN
Astrazeneca PLC

Healthcare
300
+ 3.5%
$81.15 - $89.4 $24.3K - $26.8K
8.88K $793K
ADI
Analog Devices Inc

Technology
690
+ 40.21%
$225.32 - $246.37 $155K - $170K
2.41K $553K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.58K
+ 54.69%
$50.57 - $50.77 $130K - $131K
7.29K $368K
DELL
Dell Technologies Inc.

Technology
1.52K
+ 15.32%
$133.76 - $164.88 $203K - $251K
11.4K $1.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.41K
+ 4.27%
$91.46 - $91.76 $129K - $129K
34.5K $3.16M
SOXX
Ishares Semiconductor ETF

ETFs
324
+ 19.38%
$271.99 - $309.6 $88.1K - $100K
2K $575K
CEG
Constellation Energy Corp

Utilities
308
+ 20.2%
$335.74 - $401.43 $103K - $124K
1.83K $620K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
4.91K
+ 17.15%
$23.56 - $23.67 $116K - $116K
33.5K $793K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.5K
+ 6.05%
$79.55 - $80.13 $119K - $120K
26.3K $2.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
592
+ 1.69%
$142.79 - $150.05 $84.5K - $88.8K
35.7K $5.22M
CMI
Cummins Inc

Industrials
138
+ 11.73%
$407.98 - $484.34 $56.3K - $66.8K
1.31K $607K
FN
Fabrinet

Technology
190
+ 29.6%
$361.94 - $486.91 $68.8K - $92.5K
832 $343K
TJX
Tjx Companies Inc

Consumer Cyclical
674
+ 11.53%
$138.56 - $147.63 $93.4K - $99.5K
6.52K $952K
GD
General Dynamics Corp

Industrials
267
+ 6.32%
$330.59 - $353.77 $88.3K - $94.5K
4.49K $1.55M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.21K
+ 4.02%
$71.0 - $74.64 $86.2K - $90.6K
31.4K $2.29M
MMM
3 M CO

Industrials
136
+ 1.72%
$148.75 - $171.6 $20.2K - $23.3K
8.02K $1.33M
GUT
Gabelli Utility Trust

Financial Services
17K
+ 103.72%
$5.78 - $6.16 $98.5K - $105K
33.5K $201K
HIG
Hartford Financial Services Group, Inc.

Financial Services
709
+ 10.29%
$122.36 - $133.85 $86.8K - $94.9K
7.6K $1.02M
APH
Amphenol Corp

Technology
133
+ 1.69%
$121.7 - $143.85 $16.2K - $19.1K
8.01K $1.07M
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.08%
$259.04 - $291.9 $777 - $876
3.72K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
33
+ 3.91%
$524.58 - $588.02 $17.3K - $19.4K
876 $496K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.45K
+ 36.68%
$34.46 - $35.52 $84.4K - $87K
9.13K $319K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
83
+ 7.04%
$402.9 - $437.15 $33.4K - $36.3K
1.26K $547K
NWE
Northwestern Corp

Utilities
902
+ 25.06%
$57.03 - $67.31 $51.4K - $60.7K
4.5K $293K
UGI
Ugi Corp

Utilities
1.94K
+ 23.42%
$31.75 - $34.96 $61.7K - $67.9K
10.2K $356K
QCOM
Qualcomm Inc

Technology
434
+ 6.56%
$153.59 - $187.68 $66.7K - $81.5K
7.05K $1.17M
PRU
Prudential Financial Inc

Financial Services
403
+ 4.52%
$99.13 - $107.85 $39.9K - $43.5K
9.32K $998K
VOD
Vodafone Group Public LTD CO

Communication Services
424
+ 0.44%
$11.17 - $12.67 $4.74K - $5.37K
96.9K $1.19M
VONG
Vanguard Russell 1000 Growth E

ETFs
544
+ 5.44%
$118.2 - $126.51 $64.3K - $68.8K
10.6K $1.28M
BK
Bank Of New York Mellon Corp

Financial Services
560
+ 8.08%
$104.54 - $112.64 $58.5K - $63.1K
7.49K $827K
PFE
Pfizer Inc

Healthcare
3.44K
+ 8.32%
$24.23 - $27.37 $83.3K - $94.1K
44.7K $1.12M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
836
+ 30.47%
$78.97 - $83.03 $66K - $69.4K
3.58K $290K
DHR
Danaher Corp

Healthcare
142
+ 8.29%
$202.46 - $223.01 $28.7K - $31.7K
1.85K $408K
VGT
Vanguard Information Technolog

ETFs
72
+ 4.96%
$736.33 - $801.52 $53K - $57.7K
1.52K $1.15M
LAMR
Lamar Advertising CO

Real Estate
327
+ 9.53%
$116.11 - $129.63 $38K - $42.4K
3.76K $487K
AVEM
American Centy ETF Tr Avantis

ETFs
727
+ 15.57%
$73.09 - $78.36 $53.1K - $57K
5.4K $418K
IVV
Ishares Core S&P 500 ETF

ETFs
75
+ 2.8%
$656.2 - $690.71 $49.2K - $51.8K
2.75K $1.86M
ZS
Zscaler, Inc.

Technology
210
+ 13.54%
$292.75 - $336.27 $61.5K - $70.6K
1.76K $527K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
803
+ 5.19%
$114.27 - $121.15 $91.8K - $97.3K
16.3K $1.9M
WFC
Wells Fargo & Company

Financial Services
798
+ 7.48%
$77.62 - $87.3 $61.9K - $69.7K
11.5K $956K
KEY
Keycorp

Financial Services
4.19K
+ 36.53%
$16.78 - $18.63 $70.3K - $78.1K
15.7K $276K
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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