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
Innovator Etfs Trust
-1.53K
- 19.54%
N/A
6.3K $0
HAPI
Harbor ETF Tr Corporate Cultur
-1.17K
- 6.69%
N/A
16.3K $0
OSEA
Harbor ETF Tr Harbor Intl Comp
-3.84K
- 15.86%
N/A
20.4K $0
Innovator Etfs Trust
-1.4K
- 9.87%
N/A
12.8K $0
Innovator Etfs Trust
-200
- 1.56%
N/A
12.6K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-940
- 16.07%
N/A
4.91K $0
Nuveen Churchill Direct Lend
-23.9K
- 42.07%
N/A
32.9K $0
Global X Fds
-74.4K
- 19.11%
N/A
315K $0
Strategic Trust
-5.71K
- 29.12%
N/A
13.9K $0
ETF Opportunities Trust
-6.95K
- 30.62%
N/A
15.7K $0
Innovator Etfs Trust
-632
- 4.13%
N/A
14.7K $0
IGTR
Innovator Etfs Tr Gradient Tac
-3.9K
- 27.08%
N/A
10.5K $0
Ishares Bitcoin Trust ETF
-60
- 0.82%
N/A
7.29K $0
WELL
Welltower Inc.

Real Estate
-149
- 7.86%
$165.94 - $193.82 $24.7K - $28.9K
1.75K $338K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9
- 0.05%
$25.2 - $26.46 $227 - $238
17K $438K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-48
- 0.2%
$24.85 - $25.28 $1.19K - $1.21K
23.9K $598K
MDT
Medtronic PLC

Healthcare
-49
- 0.7%
$90.06 - $98.43 $4.41K - $4.82K
6.93K $666K
DISV
Dimensional ETF Tr Dimensional

ETFs
-27
- 0.22%
$35.06 - $36.3 $947 - $980
12.1K $435K
IYW
Ishares Dj Us Tech ETF

ETFs
-21
- 0.99%
$192.8 - $211.27 $4.05K - $4.44K
2.09K $416K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-87
- 0.53%
$31.41 - $33.69 $2.73K - $2.93K
16.4K $528K
PHYS
Sprott Physical Gold Trust

Financial Services
-320
- 3.57%
$29.62 - $33.31 $9.48K - $10.7K
8.65K $269K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2
- 0.03%
$45.45 - $48.31 $90.9 - $96.6
6.67K $316K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-76
- 0.3%
$41.77 - $42.6 $3.17K - $3.24K
25.2K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.18%
$321.8 - $337.95 $4.83K - $5.07K
8.33K $2.75M
NUE
Nucor Corp

Basic Materials
-114
- 4.23%
$131.78 - $154.43 $15K - $17.6K
2.58K $381K
VUG
Vanguard Growth ETF

ETFs
-32
- 0.39%
$470.44 - $504.26 $15.1K - $16.1K
8.24K $3.99M
EFV
Msci Eafe Value ETF

ETFs
-34
- 0.3%
$66.73 - $70.99 $2.27K - $2.41K
11.1K $783K
UPS
United Parcel Service Inc

Industrials
-366
- 5.72%
$82.87 - $97.4 $30.3K - $35.6K
6.03K $567K
NEE
Nextera Energy Inc

Utilities
-454
- 5.88%
$78.18 - $86.03 $35.5K - $39.1K
7.27K $623K
RTX
Raytheon Technologies Corp

Industrials
-127
- 1.08%
$157.0 - $179.44 $19.9K - $22.8K
11.7K $2.05M
KO
Coca Cola CO

Consumer Defensive
-274
- 1.18%
$66.1 - $71.61 $18.1K - $19.6K
23K $1.63M
SNOW
Snowflake Inc.

Technology
-11
- 0.2%
$230.55 - $277.14 $2.54K - $3.05K
5.39K $1.38M
AMGN
Amgen Inc

Healthcare
-27
- 0.7%
$290.13 - $341.71 $7.83K - $9.23K
3.84K $1.31M
GOOG
Alphabet Inc.

Communication Services
-933
- 7.16%
$237.49 - $291.74 $222K - $272K
12.1K $3.46M
CSCO
Cisco Systems, Inc.

Technology
-787
- 2.01%
$67.46 - $78.0 $53.1K - $61.4K
38.4K $2.99M
AAPL
Apple Inc.

Technology
-1.19K
- 1.03%
$245.27 - $275.25 $291K - $327K
115K $30.6M
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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