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
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
104
+ 0.93%
N/A
11.3K $0
DFSI
Dimensional ETF Tr Dimen Intl
83
+ 1.42%
N/A
5.92K $0
Palmer Square Funds Trust
10.9K
+ 23.99%
N/A
56.1K $0
Northern Lts Fd Tr Iii
8.12K
New
N/A
8.12K $0
USEP
Innovator U.S. Equity Ultra Bu
31
+ 0.49%
N/A
6.31K $0
Labcorp Holdings Inc
117
+ 9.41%
N/A
1.36K $0
Reddit Inc
1.14K
+ 23.18%
N/A
6.03K $0
Lam Research Corp
1.22K
+ 8.49%
N/A
15.5K $0
CDNS
Cadence Design Systems Inc

Technology
221
+ 11.16%
$314.93 - $353.36 $69.6K - $78.1K
2.2K $693K
TMUS
T Mobile Us, Inc.

Communication Services
343
+ 10.44%
$201.01 - $233.26 $68.9K - $80K
3.63K $783K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.21%
$291.71 - $309.36 $583 - $619
963 $280K
PHM
Pultegroup Inc

Consumer Cyclical
289
+ 9.53%
$118.23 - $137.61 $34.2K - $39.8K
3.32K $392K
HOOD
Robinhood Markets, Inc.

Technology
552
+ 15.11%
$121.53 - $152.46 $67.1K - $84.2K
4.21K $515K
SHOP
Shopify Inc.

Technology
5
+ 0.15%
$146.04 - $179.01 $730 - $895
3.44K $502K
ADP
Automatic Data Processing Inc

Industrials
185
+ 14.49%
$250.9 - $292.94 $46.4K - $54.2K
1.46K $366K
BANX
Arrow Mark Financial Corp.

Financial Services
142
+ 0.99%
$21.01 - $22.03 $2.98K - $3.13K
14.5K $304K
AWI
Armstrong World Industries Inc

Industrials
51
+ 3.54%
$182.66 - $203.71 $9.32K - $10.4K
1.49K $272K
USB
Us Bancorp \De\

Financial Services
716
+ 4.79%
$45.28 - $48.26 $32.4K - $34.6K
15.7K $712K
C
Citigroup Inc

Financial Services
461
+ 2.74%
$93.93 - $102.87 $43.3K - $47.4K
17.3K $1.69M
VRSK
Verisk Analytics, Inc.

Industrials
1.26K
+ 15.54%
$208.0 - $249.55 $261K - $313K
9.33K $2.01M
SCHW
Schwab Charles Corp

Financial Services
35
+ 0.63%
$91.91 - $97.71 $3.22K - $3.42K
5.59K $513K
MAIN
Main Street Capital Corp

Financial Services
61
+ 1.46%
$55.1 - $63.97 $3.36K - $3.9K
4.25K $248K
AMP
Ameriprise Financial Inc

Financial Services
36
+ 4.83%
$440.8 - $497.79 $15.9K - $17.9K
782 $344K
SO
Southern CO

Utilities
647
+ 3.37%
$90.58 - $99.72 $58.6K - $64.5K
19.8K $1.8M
ABT
Abbott Laboratories

Healthcare
32
+ 0.43%
$123.62 - $134.59 $3.96K - $4.31K
7.49K $974K
NKE
Nike, Inc.

Consumer Cyclical
13
+ 0.27%
$60.8 - $74.57 $790 - $969
4.76K $299K
CMCSA
Comcast Corp

Communication Services
1.12K
+ 7.49%
$26.98 - $31.09 $30.1K - $34.7K
16K $436K
LMT
Lockheed Martin Corp

Industrials
57
+ 2.74%
$452.1 - $514.24 $25.8K - $29.3K
2.14K $1.01M
BA
Boeing CO

Industrials
64
+ 3.41%
$191.81 - $225.32 $12.3K - $14.4K
1.94K $372K
COP
Conocophillips

Energy
842
+ 4.37%
$85.66 - $95.46 $72.1K - $80.4K
20.1K $1.78M
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 0.43%
$283.87 - $306.76 $3.12K - $3.37K
2.56K $739K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
109
+ 1.91%
$91.7 - $105.68 $10K - $11.5K
5.82K $574K
ENB
Enbridge Inc

Energy
328
+ 1.55%
$46.39 - $50.07 $15.2K - $16.4K
21.5K $1.03M
THO
Thor Industries Inc

Consumer Cyclical
66
+ 0.67%
$98.65 - $110.79 $6.51K - $7.31K
9.9K $976K
DIS
Walt Disney CO

Communication Services
39
+ 0.61%
$105.69 - $116.65 $4.12K - $4.55K
6.43K $679K
UNH
Unitedhealth Group Inc

Healthcare
168
+ 3.66%
$320.52 - $369.92 $53.8K - $62.1K
4.75K $1.52M
LMB
Limbach Holdings, Inc.

Industrials
65
+ 2.17%
$71.29 - $100.48 $4.63K - $6.53K
3.07K $218K
AJG
Arthur J. Gallagher & Co.

Financial Services
109
+ 4.13%
$242.98 - $310.48 $26.5K - $33.8K
2.75K $711K
PNC
Pnc Financial Services Group, Inc.

Financial Services
225
+ 2.46%
$178.37 - $198.46 $40.1K - $44.7K
9.36K $1.72M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
355
+ 11.74%
$252.87 - $320.26 $89.8K - $114K
3.38K $854K
T
At&T Inc.

Communication Services
1.18K
+ 2.08%
$24.44 - $27.55 $28.9K - $32.5K
58K $1.48M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
255
+ 1.9%
$176.58 - $207.02 $45K - $52.8K
13.7K $2.47M
NFLX
Netflix Inc

Communication Services
25K
+ 887.3%
$110.29 - $1241.35 $2.75M - $31M
27.8K $3.06M
MO
Altria Group, Inc.

Consumer Defensive
1.84K
+ 3.41%
$56.38 - $66.65 $104K - $123K
55.9K $3.25M
ORCL
Oracle Corp

Technology
1.48K
+ 12.87%
$217.57 - $313.0 $323K - $464K
13K $2.86M
HD
Home Depot, Inc.

Consumer Cyclical
78
+ 0.68%
$358.03 - $397.02 $27.9K - $31K
11.5K $4.13M
TSLA
Tesla, Inc.

Consumer Cyclical
521
+ 1.44%
$401.99 - $468.37 $209K - $244K
36.7K $15M
META
Meta Platforms, Inc.

Communication Services
440
+ 3.3%
$609.01 - $751.67 $268K - $331K
13.8K $8.39M
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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