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
STX
Seagate Technology Holdings PLC

Technology
90
+ 5.18%
$211.63 - $293.99 $19K - $26.5K
1.83K $471K
DE
Deere & CO

Industrials
24
+ 0.94%
$439.11 - $480.78 $10.5K - $11.5K
2.59K $1.23M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.2K
+ 16.92%
$51.77 - $52.69 $62K - $63.1K
8.28K $428K
HYG
Ishares Tr

ETFs
823
+ 11.49%
$79.95 - $81.28 $65.8K - $66.9K
7.98K $640K
F
Ford Motor CO

Consumer Cyclical
2.15K
+ 9.56%
$11.41 - $13.84 $24.5K - $29.8K
24.7K $325K
EME
Emcor Group, Inc.

Industrials
169
+ 9.31%
$618.96 - $777.0 $105K - $131K
1.98K $1.23M
PANW
Palo Alto Networks Inc

Technology
206
+ 5.64%
$204.77 - $221.38 $42.2K - $45.6K
3.86K $791K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
2.1K
+ 21.04%
$23.01 - $23.18 $48.3K - $48.6K
12.1K $278K
PLTR
Palantir Technologies Inc.

Technology
1.37K
+ 6.03%
$172.14 - $207.18 $237K - $285K
24.2K $4.21M
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
+ 8.86%
$144.33 - $160.86 $148K - $164K
12.6K $1.92M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.1K
+ 1.79%
$37.61 - $39.41 $41.4K - $43.4K
62.5K $2.42M
TFC
Truist Financial Corp

Financial Services
1.16K
+ 12.64%
$41.09 - $45.64 $47.8K - $53.1K
10.4K $465K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.78K
+ 8.3%
$13.16 - $13.86 $36.6K - $38.6K
36.3K $495K
MGA
Magna International Inc

Consumer Cyclical
126
+ 0.57%
$43.54 - $50.37 $5.49K - $6.35K
22.1K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
141
+ 9.97%
$280.66 - $305.09 $39.6K - $43K
1.56K $438K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 0.33%
$600.51 - $631.95 $11.4K - $12K
5.75K $3.55M
MCD
Mcdonalds Corp

Consumer Cyclical
117
+ 1.54%
$293.81 - $310.11 $34.4K - $36.3K
7.73K $2.36M
VLO
Valero Energy Corp

Energy
105
+ 5.66%
$156.39 - $181.76 $16.4K - $19.1K
1.96K $356K
MET
Metlife Inc

Financial Services
1.34K
+ 7.38%
$75.97 - $82.89 $102K - $111K
19.5K $1.53M
DUK
Duke Energy Corp

Utilities
260
+ 5.89%
$121.57 - $129.03 $31.6K - $33.5K
4.67K $584K
INTU
Intuit Inc

Technology
96
+ 13.93%
$641.79 - $683.39 $61.6K - $65.6K
785 $507K
FNF
Fidelity National Financial, Inc.

Financial Services
794
+ 14.41%
$54.56 - $60.34 $43.3K - $47.9K
6.3K $367K
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.42%
$264.7 - $283.93 $1.59K - $1.7K
1.43K $403K
SYK
Stryker Corp

Healthcare
136
+ 9.21%
$353.81 - $388.35 $48.1K - $52.8K
1.61K $580K
GLW
Corning Inc

Technology
380
+ 8.71%
$82.06 - $90.29 $31.2K - $34.3K
4.74K $389K
SPOT
Spotify Technology S.A.

Communication Services
137
+ 15.26%
$616.91 - $707.3 $84.5K - $96.9K
1.04K $658K
BP
Bp PLC

Energy
236
+ 2.16%
$32.78 - $37.35 $7.74K - $8.81K
11.2K $408K
MGC
Vanguard Mega Cap ETF

ETFs
89
+ 4.65%
$239.57 - $253.74 $21.3K - $22.6K
2K $495K
ACN
Accenture PLC

Technology
202
+ 5.54%
$234.02 - $253.35 $47.3K - $51.2K
3.85K $927K
PEG
Public Service Enterprise Group Inc

Utilities
383
+ 5.76%
$79.86 - $84.83 $30.6K - $32.5K
7.03K $582K
CRM
Salesforce, Inc.

Technology
114
+ 5.24%
$235.69 - $263.41 $26.9K - $30K
2.29K $542K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.16K
+ 6.24%
$23.04 - $23.36 $26.8K - $27.2K
19.8K $457K
MCO
Moodys Corp

Financial Services
45
+ 3.84%
$468.56 - $495.08 $21.1K - $22.3K
1.22K $584K
WPC
W. P. Carey Inc.

Real Estate
379
+ 8.6%
$65.26 - $69.2 $24.7K - $26.2K
4.79K $323K
CVX
Chevron Corp

Energy
244
+ 0.9%
$148.9 - $157.72 $36.3K - $38.5K
27.3K $4.22M
VRT
Vertiv Holdings CO

Industrials
277
+ 11.62%
N/A
2.66K $230K
PSX
Phillips 66

Energy
43
+ 1.51%
$126.76 - $142.32 $5.45K - $6.12K
2.89K $410K
IDEV
Ishares Core Msci Intl Develop

ETFs
54
+ 0.31%
$79.1 - $82.39 $4.27K - $4.45K
17.2K $1.4M
AWK
American Water Works Company, Inc.

Utilities
331
+ 11.6%
$125.97 - $145.43 $41.7K - $48.1K
3.18K $419K
BSX
Boston Scientific Corp

Healthcare
72
+ 2.48%
$94.95 - $104.98 $6.84K - $7.56K
2.97K $304K
CFG
Citizens Financial Group Inc

Financial Services
624
+ 8.71%
$48.39 - $54.0 $30.2K - $33.7K
7.79K $402K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
467
+ 7.84%
$49.98 - $50.22 $23.3K - $23.5K
6.43K $321K
TRV
Travelers Companies, Inc.

Financial Services
35
+ 3.05%
$261.57 - $287.42 $9.15K - $10.1K
1.18K $339K
FITB
Fifth Third Bancorp

Financial Services
1.06K
+ 7.61%
$40.36 - $44.41 $42.7K - $46.9K
14.9K $636K
CSX
Csx Corp

Industrials
933
+ 3.9%
$34.88 - $36.67 $32.5K - $34.2K
24.9K $867K
BR
Broadridge Financial Solutions, Inc.

Technology
134
+ 12.05%
$217.49 - $236.9 $29.1K - $31.7K
1.25K $281K
KMI
Kinder Morgan, Inc.

Energy
1.54K
+ 5.44%
$25.84 - $28.46 $39.9K - $43.9K
29.9K $820K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
180
+ 3.3%
$100.37 - $100.72 $18.1K - $18.1K
5.63K $565K
ELV
Elevance Health, Inc.

Healthcare
39
+ 5.35%
$303.78 - $362.34 $11.8K - $14.1K
768 $250K
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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