Accurate Wealth Management, LLC New Holdings in Q4 2025

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IHE
Ishares Tr

ETFs
75.1K
New
$73.63 - $80.43 $5.53M - $6.04M
75.1K $6.03M
L
Loews Corp

Financial Services
20K
New
$97.8 - $104.41 $1.96M - $2.09M
20K $2.09M
AVY
Avery Dennison Corp

Industrials
11.8K
New
$157.49 - $186.28 $1.86M - $2.2M
11.8K $2.04M
ACGL
Arch Capital Group Ltd.

Financial Services
22.1K
New
$84.72 - $94.1 $1.87M - $2.08M
22.1K $2.04M
ROL
Rollins Inc

Consumer Cyclical
34.7K
New
$53.87 - $59.67 $1.87M - $2.07M
34.7K $2.02M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
28.8K
New
$59.91 - $60.13 $1.72M - $1.73M
28.8K $1.73M
AIQ
Global X Funds Global X Artifi

ETFs
15.4K
New
$48.93 - $53.56 $753K - $824K
15.4K $771K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.4K
New
$150.5 - $159.55 $662K - $702K
4.4K $663K
GLNK
Grayscale Chainlink Trust (Link)
25K
New
$19.95 - $33.51 $499K - $838K
25K $498K
AVSE
American Centy ETF Tr Avantis

ETFs
5.77K
New
$61.83 - $66.19 $357K - $382K
5.77K $377K
AVES
American Centy ETF Tr Avantis

ETFs
4.77K
New
$55.32 - $58.99 $264K - $282K
4.77K $280K
ASML
Asml Holding Nv

Technology
252
New
$936.19 - $1075.45 $236K - $271K
252 $257K
EIX
Edison International

Utilities
4.33K
New
$52.12 - $59.08 $225K - $256K
4.33K $253K
EWJ
Ishares Msci Japan ETF

ETFs
2.88K
New
$78.36 - $84.34 $226K - $243K
2.88K $242K
UNM
Unum Group

Financial Services
3.13K
New
$72.93 - $79.42 $228K - $249K
3.13K $241K
BSCV
Invesco ETF Self Indexed Fd Tr
14.5K
New
$16.62 - $16.82 $241K - $244K
14.5K $241K
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.24K
New
$42.38 - $49.47 $222K - $259K
5.24K $237K
FIX
Comfort Systems Usa Inc

Industrials
238
New
$790.72 - $1010.64 $188K - $241K
238 $216K
MNST
Monster Beverage Corp

Consumer Defensive
3.01K
New
$66.31 - $71.91 $200K - $216K
3.01K $214K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
New
$185.12 - $192.11 $211K - $219K
1.14K $213K
PNW
Pinnacle West Capital Corp

Utilities
2.39K
New
$87.64 - $93.71 $209K - $224K
2.39K $211K
UBSI
United Bankshares Inc

Financial Services
5.7K
New
$34.31 - $37.58 $195K - $214K
5.7K $207K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
346
New
$577.77 - $604.78 $200K - $209K
346 $202K
BALT
Innovator Etfs Tr
6.13K
New
$32.7 - $33.07 $200K - $203K
6.13K $202K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.25K
New
$147.71 - $162.85 $185K - $204K
1.25K $200K
LDOS
Leidos Holdings, Inc.

Technology
1.04K
New
$184.41 - $199.55 $192K - $208K
1.04K $199K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
6.1K
New
$32.0 - $32.39 $195K - $198K
6.1K $196K
CB
Chubb LTD

Financial Services
666
New
$268.2 - $296.22 $179K - $197K
666 $196K
ROK
Rockwell Automation, Inc

Industrials
519
New
$333.75 - $394.54 $173K - $205K
519 $195K
CAG
Conagra Brands Inc.

Consumer Defensive
11K
New
$16.7 - $19.3 $184K - $213K
11K $192K
TXT
Textron Inc

Industrials
2.34K
New
$79.42 - $87.34 $186K - $205K
2.34K $189K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.71K
New
$106.25 - $112.78 $182K - $193K
1.71K $186K
CMA
Comerica Inc

Financial Services
2.36K
New
$69.09 - $80.21 $163K - $189K
2.36K $184K
AVUV
American Centy ETF Tr Avantis

ETFs
1.87K
New
$95.19 - $100.66 $178K - $188K
1.87K $182K
WTFC
Wintrust Financial Corp

Financial Services
1.41K
New
$120.24 - $132.64 $170K - $188K
1.41K $181K
PATH
Ui Path, Inc.

Technology
10.3K
New
$12.75 - $18.51 $131K - $191K
10.3K $144K
PBDC
Putnam ETF Tr Bdc Income Etf(D
10.8K
New
N/A
10.8K $0
Advisors Inner Circle Fd Ii
10.6K
New
N/A
10.6K $0
Vaneck ETF Trust
29.8K
New
N/A
29.8K $0
AVGE
American Centy ETF Tr Avantis
3.21K
New
N/A
3.21K $0
Bitwise Solana Staking ETF
25K
New
N/A
25K $0
NVBT
Aim ETF Prods Tr Allianzim U S
9K
New
N/A
9K $0
Goldman Sachs ETF Tr
4K
New
N/A
4K $0
Slide Ins Hldgs Inc
22.8K
New
N/A
22.8K $0
Northern Lts Fd Tr Iii
8.12K
New
N/A
8.12K $0
Northern Lts Fd Tr Iii
14.7K
New
N/A
14.7K $0
Tidal Trust I
7.2K
New
N/A
7.2K $0
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
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