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
CF
Cf Industries Holdings, Inc.

Basic Materials
9
+ 0.28%
$81.39 - $94.14 $733 - $847
3.26K $278K
RSP
Invesco S&P 500 Equal Weight E

ETFs
22
+ 1.57%
$174.22 - $187.62 $3.83K - $4.13K
1.42K $249K
VOD
Vodafone Group Public LTD CO

Communication Services
11.2K
+ 17.22%
$8.37 - $9.95 $94K - $112K
76.5K $649K
MCD
Mcdonalds Corp

Consumer Cyclical
266
+ 4.77%
$288.47 - $316.54 $76.7K - $84.2K
5.84K $1.69M
FDVV
Fidelity High Dividend ETF

ETFs
96
+ 0.72%
$49.66 - $52.63 $4.77K - $5.05K
13.5K $673K
VCIT
Vanguard Intermediate Term Cor

ETFs
56
+ 2.04%
$80.13 - $83.77 $4.49K - $4.69K
2.8K $224K
AEP
American Electric Power CO Inc

Utilities
756
+ 10.11%
$90.91 - $102.21 $68.7K - $77.3K
8.24K $759K
CSX
Csx Corp

Industrials
1.25K
+ 5.79%
$31.58 - $36.88 $39.4K - $46.1K
22.8K $736K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
63
+ 1.0%
$51.09 - $55.27 $3.22K - $3.48K
6.35K $324K
HUBB
Hubbell Inc

Industrials
8
+ 0.71%
$418.89 - $472.12 $3.35K - $3.78K
1.13K $473K
CAT
Caterpillar Inc

Industrials
364
+ 7.12%
$360.37 - $416.88 $131K - $152K
5.48K $1.99M
DNP
Dnp Select Income Fund Inc

Financial Services
1.08K
+ 5.0%
$8.82 - $9.96 $9.49K - $10.7K
22.6K $199K
BP
Bp PLC

Energy
126
+ 1.14%
$28.16 - $33.14 $3.55K - $4.18K
11.2K $331K
UBER
Uber Technologies, Inc

Technology
688
+ 16.6%
$59.93 - $86.34 $41.2K - $59.4K
4.83K $291K
ADI
Analog Devices Inc

Technology
44
+ 2.62%
$206.35 - $236.48 $9.08K - $10.4K
1.73K $366K
DHR
Danaher Corp

Healthcare
230
+ 14.86%
$226.16 - $274.52 $52K - $63.1K
1.78K $408K
AVY
Avery Dennison Corp

Industrials
1.97K
+ 16.98%
$186.26 - $220.48 $366K - $433K
13.5K $2.53M
VLO
Valero Energy Corp

Energy
102
+ 3.65%
$118.59 - $144.02 $12.1K - $14.7K
2.89K $354K
THO
Thor Industries Inc

Consumer Cyclical
465
+ 9.86%
$94.35 - $115.54 $43.9K - $53.7K
5.18K $495K
CMS
Cms Energy Corp

Utilities
10
+ 0.17%
$65.76 - $71.94 $658 - $719
5.9K $393K
KO
Coca Cola CO

Consumer Defensive
1.53K
+ 12.47%
$61.74 - $71.71 $94.6K - $110K
13.8K $860K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
403
+ 1.81%
$45.07 - $47.1 $18.2K - $19K
22.7K $1.03M
IT
Gartner Inc

Technology
6
+ 0.46%
$481.22 - $551.8 $2.89K - $3.31K
1.31K $632K
DUK
Duke Energy Corp

Utilities
58
+ 1.33%
$105.76 - $120.76 $6.13K - $7K
4.43K $477K
CMCSA
Comcast Corp

Communication Services
697
+ 5.54%
$37.39 - $45.14 $26.1K - $31.5K
13.3K $498K
WPC
W. P. Carey Inc.

Real Estate
101
+ 2.42%
$53.44 - $61.33 $5.4K - $6.19K
4.28K $232K
NOC
Northrop Grumman Corp

Industrials
6
+ 1.05%
$466.52 - $543.88 $2.8K - $3.26K
578 $271K
MDT
Medtronic PLC

Healthcare
159
+ 3.73%
$79.61 - $92.24 $12.7K - $14.7K
4.42K $353K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
56
+ 6.5%
$396.64 - $516.74 $22.2K - $28.9K
917 $369K
EMN
Eastman Chemical CO

Basic Materials
297
+ 10.23%
$90.03 - $110.64 $26.7K - $32.9K
3.2K $292K
IDEV
Ishares Core Msci Intl Develop

ETFs
165
+ 2.28%
$64.18 - $70.42 $10.6K - $11.6K
7.42K $478K
MRK
Merck & Co., Inc.

Healthcare
1.63K
+ 11.61%
$96.31 - $114.76 $157K - $187K
15.7K $1.56M
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 73.23%
$181.96 - $405.9 $196K - $436K
2.54K $462K
RIO
Rio Tinto PLC

Basic Materials
1.76K
+ 15.1%
$58.59 - $71.15 $103K - $125K
13.4K $787K
MMM
3 M CO

Industrials
160
+ 1.9%
$124.74 - $137.12 $20K - $21.9K
8.59K $1.11M
DD
Du Pont De Nemours, Inc.

Basic Materials
5
+ 0.13%
$75.95 - $88.05 $380 - $440
3.9K $297K
GD
General Dynamics Corp

Industrials
260
+ 8.3%
$260.28 - $314.03 $67.7K - $81.6K
3.39K $894K
CCI
Crown Castle International Corp

Real Estate
124
+ 5.38%
$89.78 - $119.11 $11.1K - $14.8K
2.43K $220K
TMO
Thermo Fisher Scientific Inc.

Healthcare
13
+ 1.87%
$501.29 - $612.85 $6.52K - $7.97K
708 $368K
LOW
Lowes Companies Inc

Consumer Cyclical
6
+ 0.21%
$244.52 - $284.07 $1.47K - $1.7K
2.83K $698K
PG
Procter & Gamble CO

Consumer Defensive
455
+ 1.72%
$161.05 - $179.7 $73.3K - $81.8K
26.9K $4.51M
KSS
Kohls Corp

Consumer Cyclical
101
+ 0.94%
$13.86 - $20.95 $1.4K - $2.12K
10.9K $152K
LHX
L3 Harris Technologies, Inc.

Industrials
152
+ 3.78%
$208.94 - $264.22 $31.8K - $40.2K
4.18K $877K
AZN
Astrazeneca PLC

Healthcare
275
+ 3.36%
$63.2 - $79.58 $17.4K - $21.9K
8.46K $554K
NEE
Nextera Energy Inc

Utilities
232
+ 2.62%
$69.77 - $85.43 $16.2K - $19.8K
9.1K $652K
PEP
Pepsico Inc

Consumer Defensive
450
+ 4.81%
$151.29 - $176.1 $68.1K - $79.2K
9.81K $1.49M
JNJ
Johnson & Johnson

Healthcare
1.81K
+ 8.44%
$143.34 - $165.86 $259K - $300K
23.2K $3.36M
SO
Southern CO

Utilities
280
+ 1.61%
$81.5 - $94.15 $22.8K - $26.4K
17.7K $1.45M
AMGN
Amgen Inc

Healthcare
99
+ 3.63%
$258.78 - $328.31 $25.6K - $32.5K
2.82K $736K
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
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email