Accurate Wealth Management, LLC New Holdings in Q4 2024

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AIZ
Assurant, Inc.

Financial Services
13.7K
New
$186.6 - $228.68 $2.56M - $3.14M
13.7K $2.92M
CBOE
Cboe Global Markets, Inc.

Financial Services
14.3K
New
$191.61 - $217.84 $2.74M - $3.12M
14.3K $2.79M
ED
Consolidated Edison Inc

Utilities
30.4K
New
$88.87 - $107.38 $2.7M - $3.27M
30.4K $2.71M
VONV
Vanguard Russell 1000 Value Et

ETFs
23.9K
New
$80.87 - $87.69 $1.93M - $2.1M
23.9K $1.94M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.3K
New
$95.27 - $107.82 $791K - $895K
8.3K $857K
TWLO
Twilio Inc

Communication Services
6.96K
New
$63.73 - $114.96 $444K - $800K
6.96K $752K
DG
Dollar General Corp

Consumer Defensive
8.69K
New
$73.27 - $84.47 $637K - $734K
8.69K $659K
WFC
Wells Fargo & Company

Financial Services
8.32K
New
$54.98 - $77.35 $457K - $643K
8.32K $584K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
10.7K
New
$46.53 - $49.91 $497K - $533K
10.7K $514K
GBDC
Golub Capital Bdc, Inc.

Financial Services
33K
New
$14.69 - $15.67 $484K - $517K
33K $499K
MSI
Motorola Solutions, Inc.

Technology
744
New
$449.08 - $504.6 $334K - $375K
744 $343K
MRVL
Marvell Technology, Inc.

Technology
2.45K
New
$70.31 - $124.78 $172K - $306K
2.45K $270K
HWM
Howmet Aerospace Inc.

Industrials
2.38K
New
$99.72 - $120.09 $238K - $286K
2.38K $260K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.49K
New
$56.06 - $61.35 $252K - $276K
4.49K $253K
MSTR
Microstrategy Inc

Technology
833
New
$162.69 - $473.83 $136K - $395K
833 $241K
XLI
Industrial Sector Spdr

ETFs
1.83K
New
$131.76 - $143.99 $241K - $264K
1.83K $241K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
6.73K
New
$34.96 - $35.65 $235K - $240K
6.73K $236K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.74K
New
$57.53 - $60.83 $215K - $228K
3.74K $215K
CAH
Cardinal Health Inc

Healthcare
1.82K
New
$107.89 - $125.33 $197K - $228K
1.82K $215K
BSX
Boston Scientific Corp

Healthcare
2.41K
New
$83.62 - $91.5 $201K - $220K
2.41K $214K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
6.61K
New
$31.55 - $32.84 $208K - $217K
6.61K $214K
NWE
Northwestern Corp

Utilities
4.01K
New
$50.44 - $57.24 $202K - $230K
4.01K $214K
BA
Boeing CO

Industrials
1.19K
New
$138.14 - $180.72 $164K - $215K
1.19K $210K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
362
New
$563.99 - $620.12 $204K - $224K
362 $206K
Blue Owl Cap Corp Iii
11.6K
New
N/A
11.6K $0
American Healthcare Reit Inc
13K
New
N/A
13K $0
Tidal Tr Ii
10K
New
N/A
10K $0
Tidal Tr Ii
16.9K
New
N/A
16.9K $0
Blackrock Inc
1.05K
New
N/A
1.05K $0
Arista Networks Inc
12.3K
New
N/A
12.3K $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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