Accurate Wealth Management, LLC Sells in Q4 2025

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-562
- 5.29%
$37.8 - $38.45 $21.2K - $21.6K
10.1K $384K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-171
- 5.11%
$92.34 - $95.43 $15.8K - $16.3K
3.17K $298K
VXF
Vanguard Extended Market ETF

ETFs
-27
- 1.03%
$204.22 - $215.05 $5.51K - $5.81K
2.59K $528K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-142
- 5.24%
$96.34 - $98.02 $13.7K - $13.9K
2.57K $248K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-45
- 3.29%
$459.47 - $491.71 $20.7K - $22.1K
1.32K $622K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-187
- 2.41%
$74.09 - $75.1 $13.9K - $14K
7.56K $560K
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-478
- 7.97%
$42.49 - $44.42 $20.3K - $21.2K
5.52K $241K
DTE
Dte Energy CO

Utilities
-47
- 2.56%
$133.44 - $143.32 $6.27K - $6.74K
1.79K $245K
SHW
Sherwin Williams CO

Basic Materials
-8
- 1.1%
$330.74 - $354.45 $2.65K - $2.84K
717 $238K
IVW
Ishares S&P 500 Growth ETF

ETFs
-102
- 1.99%
$118.29 - $126.28 $12.1K - $12.9K
5.01K $606K
MS
Morgan Stanley

Financial Services
-80
- 1.96%
$151.86 - $169.92 $12.1K - $13.6K
4K $637K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-163
- 2.98%
$53.68 - $54.54 $8.75K - $8.89K
5.31K $285K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-80
- 3.67%
$119.13 - $120.38 $9.53K - $9.63K
2.1K $250K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-187
- 3.43%
$47.35 - $49.56 $8.85K - $9.27K
5.27K $254K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-148
- 4.38%
N/A
3.23K $201K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-160
- 2.49%
$50.56 - $50.76 $8.09K - $8.12K
6.26K $316K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-247
- 4.0%
$54.27 - $56.85 $13.4K - $14K
5.93K $333K
NJUL
Innovator Growth 100 Power Buf

Technology
-85
- 2.96%
$70.4 - $72.25 $5.98K - $6.14K
2.79K $198K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-90
- 1.93%
$52.76 - $53.18 $4.75K - $4.79K
4.58K $242K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-219
- 3.07%
$55.63 - $58.98 $12.2K - $12.9K
6.92K $405K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-170
- 1.31%
$76.84 - $80.86 $13.1K - $13.7K
12.8K $1.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-19
- 1.42%
$191.01 - $199.18 $3.63K - $3.78K
1.32K $256K
MGV
Vanguard Mega Cap Value

ETFs
-48
- 1.0%
$135.26 - $140.13 $6.49K - $6.73K
4.75K $657K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-49
- 0.32%
$28.46 - $29.45 $1.39K - $1.44K
15.1K $436K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-25
- 1.01%
$102.72 - $103.6 $2.57K - $2.59K
2.46K $252K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-1
- 0.01%
$39.17 - $40.87 $39.2 - $40.9
7.18K $285K
OMCL
Omnicell, Inc

Healthcare
-6.38K
- 13.51%
$29.42 - $37.11 $188K - $237K
40.8K $1.43M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1K
- 1.48%
$13.33 - $14.31 $13.3K - $14.3K
66.4K $919K
SCHO
Schwab Short Term Us Treasury

ETFs
-44
- 0.12%
$24.31 - $24.46 $1.07K - $1.08K
37.3K $908K
CMS
Cms Energy Corp

Utilities
-76
- 1.3%
$71.83 - $75.31 $5.46K - $5.72K
5.77K $426K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-85
- 1.22%
$475.68 - $513.11 $40.4K - $43.6K
6.87K $3.5M
MPC
Marathon Petroleum Corp

Energy
-103
- 3.78%
$180.89 - $200.13 $18.6K - $20.6K
2.62K $524K
MUB
Ishares National Muni Bond ETF

ETFs
-92
- 0.47%
$106.36 - $107.61 $9.79K - $9.9K
19.6K $2.1M
Aim ETF Products Trust
-2.73K
- 23.73%
N/A
8.76K $0
Sila Realty Trust Inc
-1.28K
- 9.22%
N/A
12.6K $0
Core Natural Resources Inc
-4.36K
- 24.45%
N/A
13.5K $0
Tidal Trust Ii
-8.2K
- 10.92%
N/A
66.8K $0
Tidal Trust Ii
-822
- 0.72%
N/A
114K $0
Tidal Trust Ii
-2.51K
- 1.72%
N/A
143K $0
Trust For Professional Manag
-3.58K
- 2.24%
N/A
156K $0
Arista Networks Inc
-856
- 6.91%
N/A
11.5K $0
UYLD
Angel Oak Fds Tr Ultrashort In
-9.49K
- 65.2%
N/A
5.06K $0
Ea Series Trust
-4.42K
- 70.87%
N/A
1.82K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-60
- 0.78%
N/A
7.62K $0
Liberty Global LTD
-1.32K
- 6.78%
N/A
18.2K $0
Vaneck Bitcoin ETF
-1.05K
- 3.28%
N/A
30.8K $0
DSMC
ETF Ser Solutions Distillate S
-5.55K
- 10.04%
N/A
49.7K $0
American Healthcare Reit Inc
-2.07K
- 16.65%
N/A
10.3K $0
Harbor ETF Trust
-299
- 2.23%
N/A
13.1K $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
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