Accurate Wealth Management, LLC Incresed Positions in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
100
+ 17.61%
$454.04 - $500.88 $45.4K - $50.1K
668 $316K
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
IWF
Ishares Russell 1000 Gr ETF

ETFs
33
+ 2.92%
$370.24 - $418.94 $12.2K - $13.8K
1.16K $467K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
62
+ 7.37%
$521.84 - $558.82 $32.4K - $34.6K
903 $486K
T
At&T Inc.

Communication Services
324
+ 0.72%
$21.22 - $23.88 $6.88K - $7.74K
45.2K $1.03M
SNPS
Synopsys Inc

Technology
121
+ 14.79%
$485.36 - $588.0 $58.7K - $71.1K
939 $455K
IYW
Ishares Dj Us Tech ETF

ETFs
113
+ 3.9%
$148.14 - $166.23 $16.7K - $18.8K
3.01K $479K
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
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
FITB
Fifth Third Bancorp

Financial Services
798
+ 7.94%
$41.76 - $48.44 $33.3K - $38.7K
10.8K $458K
HD
Home Depot, Inc.

Consumer Cyclical
434
+ 5.0%
$385.02 - $431.37 $167K - $187K
9.12K $3.55M
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
HSY
Hershey CO

Consumer Defensive
309
+ 20.64%
$168.67 - $193.65 $52.1K - $59.8K
1.81K $305K
IBM
International Business Machines Corp

Technology
111
+ 2.2%
$204.9 - $238.04 $22.7K - $26.4K
5.16K $1.13M
COP
Conocophillips

Energy
1.05K
+ 7.33%
$95.12 - $114.72 $99.6K - $120K
15.3K $1.52M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
168
+ 2.44%
N/A
7.07K $606K
IEMG
Ishares Inc

ETFs
192
+ 1.37%
N/A
14.2K $763K
MBB
Ishares Tr

ETFs
249
+ 6.53%
$91.26 - $95.82 $22.7K - $23.9K
4.06K $372K
GUT
Gabelli Utility Trust

Financial Services
1.9K
+ 13.1%
$4.99 - $5.44 $9.48K - $10.3K
16.4K $82K
VRT
Vertiv Holdings CO

Industrials
87
+ 4.05%
N/A
2.23K $193K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
73
+ 2.05%
N/A
3.63K $226K
WELL
Welltower Inc.

Real Estate
68
+ 4.17%
$123.11 - $139.3 $8.37K - $9.47K
1.7K $213K
PEG
Public Service Enterprise Group Inc

Utilities
322
+ 6.61%
$81.87 - $94.51 $26.4K - $30.4K
5.19K $438K
LAMR
Lamar Advertising CO

Real Estate
265
+ 11.09%
$121.37 - $138.11 $32.2K - $36.6K
2.65K $323K
FNF
Fidelity National Financial, Inc.

Financial Services
556
+ 11.88%
$55.19 - $63.83 $30.7K - $35.5K
5.24K $294K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3
+ 0.05%
$33.92 - $36.6 $102 - $110
5.88K $203K
Tidal Tr Ii
19.6K
+ 227.17%
N/A
28.2K $0
Global X Fds
4.17K
+ 1.72%
N/A
247K $0
Tidal Tr Ii
24.4K
+ 196.42%
N/A
36.8K $0
Trust For Professional Manag
57.8K
+ 358.33%
N/A
74K $0
USEP
Innovator U.S. Equity Ultra Bu
437
+ 5.57%
N/A
8.29K $0
Nuveen Churchill Direct Lend
51.3K
+ 348.05%
N/A
66.1K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
114
+ 1.06%
N/A
10.9K $0
Aim ETF Products Trust
600
+ 9.07%
N/A
7.21K $0
Liberty Global LTD
722
+ 3.39%
N/A
22K $0
Liberty Global LTD
17.5K
+ 142.16%
N/A
29.9K $0
DSMC
ETF Ser Solutions Distillate S
750
+ 5.57%
N/A
14.2K $0
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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