Accurate Wealth Management
Latest statistics and disclosures from Accurate Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CLIP, AAPL, SPY, NVDA, QQQ, and represent 17.08% of Accurate Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CLIP (+$11M), IBB (+$8.0M), IWM (+$6.2M), XLY (+$5.9M), AME, COR, AAPL, RSG, BSJQ, MCK.
- Started 78 new stock positions in TD, XLY, AME, GCOW, SHYG, IBTF, DTE, GPIQ, XLC, QTUM.
- Reduced shares in these 10 stocks: ITA (-$7.2M), , XLK, ED, CSX, , V, CB, TSN, TMUS.
- Sold out of its positions in APG, AISPW, ACHR, AVY, CTRA, CARR, ED, STZ, CRWD, DASH.
- Accurate Wealth Management was a net buyer of stock by $67M.
- Accurate Wealth Management has $751M in assets under management (AUM), dropping by 14.88%.
- Central Index Key (CIK): 0001877728
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Portfolio Holdings for Accurate Wealth Management
Accurate Wealth Management holds 487 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Global X Fds 1-3 Month T-bill (CLIP) | 5.2 | $39M | +38% | 389k | 100.23 |
|
| Apple (AAPL) | 3.8 | $29M | +10% | 116k | 247.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $22M | -3% | 33k | 662.23 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $19M | +11% | 108k | 180.15 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $19M | +2% | 32k | 598.00 |
|
| Microsoft Corporation (MSFT) | 2.2 | $17M | 32k | 513.59 |
|
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| Tesla Motors (TSLA) | 2.1 | $16M | +9% | 36k | 429.26 |
|
| Procter & Gamble Company (PG) | 1.7 | $12M | 83k | 149.15 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $11M | +7% | 37k | 302.17 |
|
| Amazon (AMZN) | 1.4 | $10M | +12% | 48k | 215.98 |
|
| Meta Platforms Cl A (META) | 1.3 | $9.4M | +20% | 13k | 708.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $8.8M | +14% | 101k | 87.22 |
|
| Broadcom (AVGO) | 1.1 | $8.6M | +9% | 25k | 344.36 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $8.3M | 74k | 112.29 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $8.0M | +15% | 79k | 100.78 |
|
| Ishares Tr Ishares Biotech (IBB) | 1.1 | $8.0M | NEW | 53k | 151.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $7.8M | +8% | 32k | 245.41 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $6.2M | NEW | 25k | 247.90 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $5.9M | NEW | 25k | 234.35 |
|
| Range Resources (RRC) | 0.8 | $5.8M | 159k | 36.13 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $5.3M | -4% | 82k | 65.08 |
|
| Wal-Mart Stores (WMT) | 0.7 | $5.3M | +6% | 50k | 107.12 |
|
| Johnson & Johnson (JNJ) | 0.7 | $5.3M | +8% | 28k | 190.85 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $5.1M | +3% | 35k | 145.06 |
|
| Home Depot (HD) | 0.6 | $4.4M | +5% | 12k | 387.62 |
|
| Aon Shs Cl A (AON) | 0.6 | $4.4M | 12k | 360.51 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $4.2M | +13% | 5.2k | 812.36 |
|
| Block Cl A (XYZ) | 0.6 | $4.2M | -4% | 55k | 76.18 |
|
| Chevron Corporation (CVX) | 0.5 | $4.1M | +4% | 27k | 152.39 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $4.1M | 23k | 179.73 |
|
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.5 | $4.1M | -11% | 160k | 25.61 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $3.9M | +7% | 8.3k | 475.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $3.9M | 6.9k | 567.69 |
|
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| Abbvie (ABBV) | 0.5 | $3.9M | -9% | 17k | 229.14 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $3.9M | -46% | 14k | 281.51 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $3.8M | +32% | 81k | 47.18 |
|
| Caterpillar (CAT) | 0.5 | $3.7M | 7.1k | 527.13 |
|
|
| Zoom Communications Cl A (ZM) | 0.5 | $3.6M | 45k | 79.32 |
|
|
| Tidal Trust Ii Return Stckd Us (RSST) | 0.5 | $3.6M | +6% | 132k | 27.10 |
|
| Altria (MO) | 0.5 | $3.5M | -10% | 54k | 65.40 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.5M | +124% | 5.7k | 608.79 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $3.4M | +72% | 8.6k | 399.20 |
|
| Oracle Corporation (ORCL) | 0.5 | $3.4M | +9% | 12k | 299.03 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.4M | +3% | 7.0k | 495.67 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.5 | $3.4M | 108k | 31.86 |
|
|
| Netflix (NFLX) | 0.5 | $3.4M | +41% | 2.8k | 1215.39 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.4 | $3.3M | +12% | 98k | 33.96 |
|
| Republic Services (RSG) | 0.4 | $3.3M | +423% | 15k | 224.48 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $3.3M | +18% | 100k | 32.99 |
|
| Tidal Trust Ii Ret Stckd Gl Stk (RSSB) | 0.4 | $3.3M | 115k | 28.30 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.2M | +3% | 13k | 246.13 |
|
| Fiverr Intl Ord Shs (FVRR) | 0.4 | $3.1M | +5% | 136k | 22.77 |
|
| McKesson Corporation (MCK) | 0.4 | $3.1M | +463% | 3.9k | 781.71 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $3.0M | +17% | 33k | 91.58 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $3.0M | +22% | 30k | 100.05 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $2.9M | 6.7k | 436.39 |
|
|
| Tidal Trust Ii Return Stacked U (RSSY) | 0.4 | $2.9M | -3% | 145k | 20.11 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.9M | +6% | 49k | 58.87 |
|
| Ametek (AME) | 0.4 | $2.8M | NEW | 15k | 185.78 |
|
| AmerisourceBergen (COR) | 0.4 | $2.8M | NEW | 8.8k | 317.93 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $2.8M | -3% | 13k | 206.99 |
|
| Visa Com Cl A (V) | 0.4 | $2.8M | -47% | 7.9k | 348.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.7M | +9% | 8.3k | 326.85 |
|
| Assurant (AIZ) | 0.4 | $2.7M | -4% | 12k | 221.81 |
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| Allstate Corporation (ALL) | 0.4 | $2.7M | 13k | 209.52 |
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|
| Cisco Systems (CSCO) | 0.4 | $2.7M | -17% | 39k | 68.65 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.4 | $2.6M | NEW | 112k | 23.43 |
|
| Msci (MSCI) | 0.3 | $2.6M | -2% | 4.7k | 553.59 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.3 | $2.6M | 36k | 72.30 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.6M | -2% | 6.8k | 380.76 |
|
| S&p Global (SPGI) | 0.3 | $2.6M | -5% | 5.2k | 486.71 |
|
| SYSCO Corporation (SYY) | 0.3 | $2.5M | NEW | 31k | 80.14 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $2.5M | 80k | 31.14 |
|
|
| Linde SHS (LIN) | 0.3 | $2.4M | NEW | 5.3k | 459.25 |
|
| Molson Coors Beverage CL B (TAP) | 0.3 | $2.4M | 51k | 46.73 |
|
|
| Vici Pptys (VICI) | 0.3 | $2.4M | -4% | 76k | 31.12 |
|
| Host Hotels & Resorts (HST) | 0.3 | $2.4M | NEW | 144k | 16.38 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $2.4M | +6% | 61k | 38.33 |
|
| Becton, Dickinson and (BDX) | 0.3 | $2.4M | -2% | 13k | 188.35 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.3M | +6% | 7.6k | 304.39 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $2.2M | +21% | 34k | 65.48 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.2M | 30k | 72.14 |
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|
| Bank of America Corporation (BAC) | 0.3 | $2.2M | +12% | 44k | 50.05 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.2M | +83% | 2.3k | 946.52 |
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| W.W. Grainger (GWW) | 0.3 | $2.1M | 2.2k | 959.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.1M | -8% | 20k | 106.95 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $2.1M | +6% | 64k | 32.64 |
|
| International Business Machines (IBM) | 0.3 | $2.1M | +13% | 7.6k | 276.16 |
|
| TransDigm Group Incorporated (TDG) | 0.3 | $2.0M | NEW | 1.6k | 1312.66 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $2.0M | +12% | 25k | 79.95 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.0M | +24% | 14k | 138.30 |
|
| Verisk Analytics (VRSK) | 0.3 | $2.0M | NEW | 8.1k | 243.36 |
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.3 | $1.9M | -10% | 55k | 35.11 |
|
| Pepsi (PEP) | 0.3 | $1.9M | +11% | 13k | 151.32 |
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| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.3 | $1.9M | -11% | 52k | 36.91 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.9M | +2% | 22k | 89.17 |
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| Southern Company (SO) | 0.3 | $1.9M | 19k | 99.67 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | +2% | 12k | 159.39 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.9M | +97% | 8.6k | 218.08 |
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| Philip Morris International (PM) | 0.2 | $1.8M | +2% | 12k | 159.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.8M | 16k | 118.35 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.2 | $1.8M | 88k | 20.72 |
|
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| Core Natural Resources Com Shs (CNR) | 0.2 | $1.8M | -7% | 18k | 99.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.8M | -4% | 2.7k | 665.58 |
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| PNC Financial Services (PNC) | 0.2 | $1.7M | +2% | 9.1k | 189.68 |
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| Verizon Communications (VZ) | 0.2 | $1.7M | +4% | 43k | 40.55 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.7M | +15% | 12k | 138.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.7M | +5% | 9.2k | 186.12 |
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| ConocoPhillips (COP) | 0.2 | $1.7M | 19k | 88.18 |
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| Citigroup Com New (C) | 0.2 | $1.7M | -20% | 17k | 99.82 |
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| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.2 | $1.7M | +5% | 20k | 83.20 |
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| Blackrock (BLK) | 0.2 | $1.7M | +7% | 1.4k | 1193.52 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | +40% | 4.6k | 359.93 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $1.6M | NEW | 39k | 42.10 |
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| Merck & Co (MRK) | 0.2 | $1.6M | +4% | 19k | 84.71 |
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| Coca-Cola Company (KO) | 0.2 | $1.6M | +22% | 23k | 67.50 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.5M | 12k | 129.52 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.5M | 78k | 19.60 |
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| Howmet Aerospace (HWM) | 0.2 | $1.5M | +258% | 7.8k | 193.01 |
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| MetLife (MET) | 0.2 | $1.5M | +5% | 18k | 82.86 |
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| At&t (T) | 0.2 | $1.5M | +8% | 57k | 26.13 |
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| American Express Company (AXP) | 0.2 | $1.5M | +9% | 4.5k | 332.74 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.5M | NEW | 9.9k | 148.79 |
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| Paycom Software (PAYC) | 0.2 | $1.5M | 7.3k | 200.54 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.4M | +2% | 72k | 19.77 |
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| General Dynamics Corporation (GD) | 0.2 | $1.4M | +5% | 4.2k | 335.46 |
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| Immunitybio (IBRX) | 0.2 | $1.4M | 560k | 2.51 |
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| Omnicell (OMCL) | 0.2 | $1.4M | +2% | 47k | 29.69 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.2 | $1.4M | +35% | 35k | 39.88 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $1.4M | +133% | 17k | 80.14 |
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| Tidal Trust Ii Rtn Stacked Bd (RSBT) | 0.2 | $1.4M | -11% | 75k | 18.10 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.4M | +49% | 15k | 88.60 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.3M | +4% | 1.8k | 736.35 |
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| American Electric Power Company (AEP) | 0.2 | $1.3M | +13% | 11k | 118.37 |
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| Snowflake Com Shs (SNOW) | 0.2 | $1.3M | NEW | 5.4k | 240.87 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.2 | $1.3M | +26% | 37k | 34.98 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.2M | +49% | 3.7k | 333.50 |
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| Applied Materials (AMAT) | 0.2 | $1.2M | 5.7k | 218.20 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $1.2M | +22% | 4.6k | 271.21 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.2 | $1.2M | 23k | 53.89 |
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| Emcor (EME) | 0.2 | $1.2M | +6% | 1.8k | 674.21 |
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| 3M Company (MMM) | 0.2 | $1.2M | -26% | 7.9k | 152.53 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.2M | 10k | 119.62 |
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| First Watch Restaurant Groupco (FWRG) | 0.2 | $1.2M | 67k | 17.52 |
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| Ge Aerospace Com New (GE) | 0.2 | $1.2M | +3% | 3.8k | 300.05 |
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| Deere & Company (DE) | 0.2 | $1.1M | 2.6k | 447.96 |
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| Amgen (AMGN) | 0.2 | $1.1M | +7% | 3.9k | 293.86 |
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| FedEx Corporation (FDX) | 0.2 | $1.1M | +20% | 4.8k | 234.68 |
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| Devon Energy Corporation (DVN) | 0.1 | $1.1M | -11% | 34k | 32.71 |
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| Roku Com Cl A (ROKU) | 0.1 | $1.1M | NEW | 12k | 94.40 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $1.1M | +9% | 97k | 11.35 |
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| Clear Secure Com Cl A (YOU) | 0.1 | $1.1M | -5% | 35k | 31.13 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.1M | +45% | 1.5k | 745.84 |
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| Qualcomm (QCOM) | 0.1 | $1.1M | -44% | 6.6k | 161.73 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.1 | $1.1M | 25k | 42.02 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.1M | +4% | 2.1k | 505.05 |
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| General Motors Company (GM) | 0.1 | $1.0M | +7% | 18k | 57.15 |
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| Thor Industries (THO) | 0.1 | $1.0M | +6% | 9.8k | 105.25 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | -10% | 6.3k | 163.98 |
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| Goldman Sachs (GS) | 0.1 | $1.0M | +17% | 1.3k | 770.85 |
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| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $1.0M | +47% | 32k | 31.87 |
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| Pfizer (PFE) | 0.1 | $1.0M | -2% | 41k | 24.52 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $1.0M | +16% | 13k | 77.95 |
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| Enbridge (ENB) | 0.1 | $1.0M | +2% | 21k | 47.52 |
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| Marriott Intl Cl A (MAR) | 0.1 | $995k | 3.7k | 267.94 |
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| Abbott Laboratories (ABT) | 0.1 | $994k | +13% | 7.5k | 133.25 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $988k | +8% | 22k | 44.98 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $974k | +33% | 6.1k | 160.06 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $968k | -4% | 21k | 46.31 |
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| Amphenol Corp Cl A (APH) | 0.1 | $966k | +40% | 7.9k | 122.65 |
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| Reddit Cl A (RDDT) | 0.1 | $962k | NEW | 4.9k | 196.37 |
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| Dollar General (DG) | 0.1 | $952k | 9.2k | 103.71 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $948k | +14% | 3.0k | 313.46 |
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| Golub Capital BDC (GBDC) | 0.1 | $948k | +21% | 67k | 14.06 |
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| Palmer Square Funds Trust Cr Opportunities (PSQO) | 0.1 | $932k | 45k | 20.60 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $930k | +72% | 20k | 46.90 |
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| Capri Holdings SHS (CPRI) | 0.1 | $929k | 46k | 20.02 |
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| Prudential Financial (PRU) | 0.1 | $924k | +10% | 8.9k | 103.66 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $918k | +244% | 4.2k | 216.29 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $912k | 37k | 24.42 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $907k | -3% | 15k | 59.98 |
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| Hartford Financial Services (HIG) | 0.1 | $904k | +8% | 6.9k | 131.15 |
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| Wells Fargo & Company (WFC) | 0.1 | $901k | +13% | 11k | 84.46 |
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| Gilead Sciences (GILD) | 0.1 | $900k | +20% | 7.6k | 118.47 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $891k | 4.4k | 203.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $890k | +7% | 3.6k | 244.19 |
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| Lennar Corp Cl A (LEN) | 0.1 | $889k | +10% | 7.3k | 122.23 |
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| Galaxy Digital Cl A (GLXY) | 0.1 | $887k | 22k | 41.14 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $881k | +8% | 5.1k | 174.05 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $874k | 17k | 50.59 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.1 | $865k | +42% | 3.5k | 246.10 |
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| CSX Corporation (CSX) | 0.1 | $864k | -76% | 24k | 36.12 |
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| Fortinet (FTNT) | 0.1 | $861k | -48% | 10k | 83.08 |
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| Cardinal Health (CAH) | 0.1 | $859k | +53% | 5.6k | 154.19 |
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| Uber Technologies (UBER) | 0.1 | $856k | +53% | 9.1k | 94.25 |
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| TJX Companies (TJX) | 0.1 | $842k | 5.8k | 144.03 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $839k | +201% | 3.5k | 240.34 |
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| Lowe's Companies (LOW) | 0.1 | $836k | +10% | 3.5k | 240.78 |
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| Genco Shipping & Trading SHS (GNK) | 0.1 | $832k | -23% | 52k | 16.09 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $817k | -5% | 2.4k | 341.72 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $814k | +3% | 17k | 47.68 |
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| Mister Car Wash (MCW) | 0.1 | $806k | +9% | 167k | 4.84 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $804k | -10% | 31k | 26.23 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $802k | +4% | 2.6k | 303.56 |
|
| Eaton Corp SHS (ETN) | 0.1 | $792k | +14% | 2.1k | 374.48 |
|
| Prologis (PLD) | 0.1 | $791k | +11% | 6.9k | 115.38 |
|
| Nuveen Churchill Direct Lend Com Shs (NCDL) | 0.1 | $784k | 57k | 13.83 |
|
|
| Kinder Morgan (KMI) | 0.1 | $775k | +7% | 28k | 27.31 |
|
| Steel Dynamics (STLD) | 0.1 | $769k | -9% | 5.2k | 146.99 |
|
| L3harris Technologies (LHX) | 0.1 | $763k | -42% | 2.5k | 299.93 |
|
| Honeywell International (HON) | 0.1 | $762k | -6% | 3.7k | 208.12 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $761k | NEW | 15k | 50.33 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $758k | +3% | 37k | 20.64 |
|
| Palo Alto Networks (PANW) | 0.1 | $758k | +16% | 3.7k | 207.64 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $756k | -2% | 11k | 67.58 |
|
| Metropcs Communications (TMUS) | 0.1 | $753k | -76% | 3.3k | 229.17 |
|
| Skyworks Solutions (SWKS) | 0.1 | $751k | +29% | 10k | 72.77 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.1 | $746k | NEW | 15k | 51.24 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $745k | +179% | 15k | 49.71 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $744k | 1.00 | 743525.00 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $742k | +4% | 6.9k | 107.09 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $738k | -3% | 13k | 55.40 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $730k | 8.6k | 85.12 |
|
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 0.1 | $728k | -5% | 24k | 30.03 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $719k | +177% | 12k | 58.71 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $714k | NEW | 6.4k | 111.12 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.1 | $714k | +31% | 30k | 23.70 |
|
| Federal Signal Corporation (FSS) | 0.1 | $714k | 6.0k | 118.81 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $710k | NEW | 6.2k | 113.98 |
|
| Walt Disney Company (DIS) | 0.1 | $710k | +2% | 6.4k | 111.16 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $704k | +18% | 15k | 47.08 |
|
| Legalzoom (LZ) | 0.1 | $701k | 69k | 10.13 |
|
|
| Harbor Etf Trust Human Cap Large (HAPI) | 0.1 | $699k | -2% | 17k | 40.13 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $695k | NEW | 6.9k | 100.45 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $690k | 28k | 24.54 |
|
|
| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.1 | $684k | -5% | 20k | 34.20 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $677k | +20% | 29k | 23.64 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $674k | -51% | 16k | 41.97 |
|
| Medtronic SHS (MDT) | 0.1 | $673k | +22% | 7.0k | 96.52 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $667k | -5% | 20k | 34.03 |
|
| Arrow Electronics (ARW) | 0.1 | $667k | +26% | 5.8k | 115.85 |
|
| Eversource Energy (ES) | 0.1 | $661k | +3% | 9.4k | 70.59 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $660k | NEW | 4.8k | 137.57 |
|
| Nextera Energy (NEE) | 0.1 | $653k | -21% | 7.7k | 84.60 |
|
| Cadence Design Systems (CDNS) | 0.1 | $646k | +14% | 2.0k | 325.83 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $645k | NEW | 8.2k | 78.62 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $635k | 1.4k | 465.07 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $634k | +23% | 4.1k | 155.30 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $632k | +82% | 3.0k | 207.63 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $631k | +32% | 5.0k | 126.32 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $630k | 11k | 57.56 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $623k | +29% | 6.0k | 103.17 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $622k | -15% | 9.1k | 68.22 |
|
| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.1 | $619k | +12% | 5.9k | 105.81 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $614k | -61% | 898.00 | 683.72 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $613k | 5.1k | 119.82 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $603k | +4% | 14k | 43.39 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $600k | 24k | 25.04 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $598k | -4% | 12k | 50.27 |
|
| Constellation Energy (CEG) | 0.1 | $594k | +8% | 1.5k | 389.56 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $594k | 4.3k | 137.68 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $593k | -20% | 5.7k | 104.14 |
|
| Etf Opportunities Trust Smi 3fourteen Fu (FCTE) | 0.1 | $591k | -9% | 23k | 26.06 |
|
| O'reilly Automotive (ORLY) | 0.1 | $588k | +2% | 5.7k | 103.05 |
|
| Norfolk Southern (NSC) | 0.1 | $587k | +4% | 2.0k | 290.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $579k | 5.2k | 110.40 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $579k | +9% | 7.7k | 74.75 |
|
| Stellantis SHS (STLA) | 0.1 | $579k | -9% | 58k | 9.91 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $577k | +8% | 7.2k | 80.54 |
|
| Moody's Corporation (MCO) | 0.1 | $564k | +25% | 1.2k | 481.18 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $564k | 4.4k | 127.83 |
|
|
| Harbor Etf Trust Disciplined Bond (AGGS) | 0.1 | $562k | -3% | 13k | 41.88 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $557k | 11k | 49.92 |
|
|
| Vaneck Etf Trust Video Gmng Esprt (ESPO) | 0.1 | $554k | NEW | 4.8k | 115.59 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $553k | +74% | 2.6k | 211.48 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $548k | 5.5k | 100.51 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $548k | +7% | 6.6k | 82.43 |
|
| Stryker Corporation (SYK) | 0.1 | $546k | +5% | 1.5k | 369.51 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $546k | +2% | 29k | 18.91 |
|
| Waste Management (WM) | 0.1 | $543k | -81% | 2.5k | 218.08 |
|
| United Parcel Service CL B (UPS) | 0.1 | $538k | +87% | 6.4k | 84.05 |
|
| Vaneck Etf Trust Alternative Asse (GPZ) | 0.1 | $536k | NEW | 20k | 27.01 |
|
| Cintas Corporation (CTAS) | 0.1 | $532k | +5% | 2.8k | 188.22 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $526k | 3.4k | 152.88 |
|
|
| Owens Corning (OC) | 0.1 | $524k | -11% | 4.1k | 128.25 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $523k | -14% | 17k | 31.77 |
|
| salesforce (CRM) | 0.1 | $522k | -60% | 2.2k | 239.83 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $519k | 5.6k | 93.39 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $515k | -4% | 12k | 41.49 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $499k | -3% | 2.7k | 183.13 |
|
| Cigna Corp (CI) | 0.1 | $498k | +9% | 1.6k | 302.19 |
|
| Liberty Global Com Cl A (LBTYA) | 0.1 | $496k | +22% | 45k | 10.95 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $493k | +75% | 3.7k | 135.03 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $490k | +17% | 782.00 | 626.60 |
|
| Cummins (CMI) | 0.1 | $490k | +6% | 1.2k | 416.65 |
|
| Servicenow (NOW) | 0.1 | $488k | +21% | 536.00 | 911.26 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $486k | +12% | 1.2k | 412.00 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $486k | +4% | 9.1k | 53.24 |
|
| Pacer Fds Tr Aristotle Pacifi (FLRT) | 0.1 | $485k | +18% | 10k | 47.38 |
|
| Hubbell (HUBB) | 0.1 | $479k | 1.1k | 427.40 |
|
|
| Oklo Com Cl A (OKLO) | 0.1 | $477k | NEW | 2.7k | 174.14 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $470k | +10% | 7.4k | 63.91 |
|
| Zscaler Incorporated (ZS) | 0.1 | $468k | +16% | 1.6k | 301.92 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $467k | 1.7k | 279.03 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $465k | +5% | 1.9k | 242.85 |
|
| Vaneck Etf Trust India Growth Ldr (GLIN) | 0.1 | $459k | +37% | 10k | 45.04 |
|
| Intuit (INTU) | 0.1 | $452k | -46% | 689.00 | 656.50 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $449k | -3% | 829.00 | 541.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $447k | 15k | 29.98 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $443k | +6% | 843.00 | 525.39 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $442k | +2% | 34k | 13.17 |
|
| Dupont De Nemours (DD) | 0.1 | $439k | 5.7k | 77.57 |
|
|
| Emerson Electric (EMR) | 0.1 | $439k | +4% | 3.4k | 129.76 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $439k | 15k | 29.01 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $435k | 17k | 25.58 |
|
|
| CMS Energy Corporation (CMS) | 0.1 | $434k | 5.8k | 74.35 |
|
|
| Casey's General Stores (CASY) | 0.1 | $434k | +6% | 773.00 | 561.20 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $433k | NEW | 19k | 23.25 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $432k | 12k | 35.53 |
|
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $429k | 18k | 23.44 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $418k | 1.4k | 295.84 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $418k | +6% | 2.4k | 175.26 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $415k | -22% | 3.9k | 106.75 |
|
| Micron Technology (MU) | 0.1 | $414k | -5% | 2.2k | 187.06 |
|
| Aim Etf Products Trust Us Larcp B10 May (MAYT) | 0.1 | $413k | -8% | 12k | 36.00 |
|
| Ishares Tr Future Exponenti (XT) | 0.1 | $413k | 5.7k | 72.36 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $412k | +4% | 3.4k | 119.99 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $412k | -6% | 2.1k | 194.73 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $410k | 1.1k | 377.24 |
|
|
| Innovator Etfs Trust Equity Defined P (JAJL) | 0.1 | $408k | 14k | 28.67 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $406k | NEW | 5.5k | 73.28 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $405k | 7.1k | 56.72 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $404k | +11% | 9.2k | 43.91 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $404k | -14% | 4.4k | 92.50 |
|
| Analog Devices (ADI) | 0.1 | $404k | 1.7k | 235.40 |
|
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $404k | -12% | 11k | 38.01 |
|
| American Water Works (AWK) | 0.1 | $404k | +51% | 2.9k | 141.52 |
|
| Boeing Company (BA) | 0.1 | $403k | +4% | 1.9k | 214.30 |
|
| ON Semiconductor (ON) | 0.1 | $402k | NEW | 8.1k | 49.54 |
|
| Starbucks Corporation (SBUX) | 0.1 | $400k | +15% | 4.9k | 81.15 |
|
| Innovator Etfs Trust Equity Defined P (APOC) | 0.1 | $396k | 15k | 25.93 |
|
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $393k | +36% | 6.8k | 57.69 |
|
| Rocket Lab Corp (RKLB) | 0.1 | $392k | -10% | 5.8k | 68.03 |
|
| Etf Ser Solutions Mcelhenny Shefld (MSMR) | 0.1 | $391k | 12k | 33.88 |
|
|
| Cal Maine Foods Com New (CALM) | 0.1 | $384k | -45% | 4.1k | 93.27 |
|
| Innovator Etfs Trust Gradient Tactic (IGTR) | 0.1 | $384k | NEW | 14k | 26.64 |
|
| Ge Vernova (GEV) | 0.1 | $379k | +3% | 588.00 | 644.46 |
|
| Pulte (PHM) | 0.1 | $378k | -13% | 3.0k | 124.78 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $378k | +16% | 1.4k | 265.41 |
|
| Nucor Corporation (NUE) | 0.0 | $374k | -6% | 2.7k | 138.51 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $374k | -6% | 7.0k | 53.52 |
|
| Phillips 66 (PSX) | 0.0 | $372k | +60% | 2.8k | 130.82 |
|
| Marvell Technology (MRVL) | 0.0 | $372k | +3% | 4.3k | 86.26 |
|
| Citizens Financial (CFG) | 0.0 | $371k | +16% | 7.2k | 51.78 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $371k | NEW | 7.1k | 52.39 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.0 | $370k | +28% | 9.4k | 39.17 |
|
| Corning Incorporated (GLW) | 0.0 | $369k | NEW | 4.4k | 84.63 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $368k | +7% | 1.7k | 211.66 |
|
| Automatic Data Processing (ADP) | 0.0 | $365k | +7% | 1.3k | 285.95 |
|
| Ameriprise Financial (AMP) | 0.0 | $363k | 746.00 | 486.56 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $363k | 11k | 33.11 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $358k | 1.3k | 278.64 |
|
|
| Danaher Corporation (DHR) | 0.0 | $353k | -2% | 1.7k | 206.13 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $348k | +12% | 1.2k | 279.74 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $348k | NEW | 4.7k | 74.45 |
|
| Gartner (IT) | 0.0 | $345k | +6% | 1.4k | 246.73 |
|
| Hershey Company (HSY) | 0.0 | $343k | -8% | 1.8k | 189.43 |
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $340k | NEW | 15k | 22.71 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $339k | -13% | 6.2k | 54.90 |
|
| Sila Realty Trust Common Stock (SILA) | 0.0 | $330k | -7% | 14k | 23.82 |
|
| DNP Select Income Fund (DNP) | 0.0 | $329k | +51% | 33k | 10.02 |
|
| Capital One Financial (COF) | 0.0 | $326k | NEW | 1.5k | 214.13 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $325k | 6.4k | 50.66 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $322k | +21% | 7.5k | 42.79 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $321k | +8% | 1.9k | 169.32 |
|
| Nike CL B (NKE) | 0.0 | $321k | -14% | 4.7k | 67.64 |
|
| Innovator Etfs Trust Prem Inc 20 Barr (JULH) | 0.0 | $320k | -3% | 13k | 24.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $317k | +54% | 3.3k | 94.70 |
|
| Travelers Companies (TRV) | 0.0 | $316k | 1.1k | 275.71 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $314k | 12k | 26.41 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $314k | +6% | 5.5k | 56.93 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $314k | 11k | 28.14 |
|
|
| Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) | 0.0 | $312k | -18% | 7.7k | 40.58 |
|
| Stonecastle Finl (BANX) | 0.0 | $311k | NEW | 14k | 21.64 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $311k | -2% | 24k | 12.87 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $310k | -4% | 6.7k | 46.49 |
|
| D-wave Quantum (QBTS) | 0.0 | $309k | NEW | 7.2k | 43.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $309k | +6% | 5.0k | 62.12 |
|
| Corecivic (CXW) | 0.0 | $302k | 17k | 18.17 |
|
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.0 | $302k | 7.9k | 38.31 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $301k | -19% | 1.9k | 162.23 |
|
| Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) | 0.0 | $301k | 6.4k | 47.05 |
|
|
| Autodesk (ADSK) | 0.0 | $300k | NEW | 978.00 | 306.59 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $299k | +7% | 6.0k | 50.12 |
|
| Wp Carey (WPC) | 0.0 | $298k | -7% | 4.4k | 67.68 |
|
| Pentair SHS (PNR) | 0.0 | $298k | NEW | 2.7k | 110.37 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.0 | $297k | NEW | 5.5k | 54.24 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $296k | 2.2k | 135.60 |
|
|
| First Tr Exchange Traded New Constructs C (FTCE) | 0.0 | $294k | NEW | 12k | 24.00 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $291k | NEW | 961.00 | 303.06 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $287k | +2% | 7.2k | 39.99 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) | 0.0 | $286k | +21% | 6.4k | 44.77 |
|
| Armstrong World Industries (AWI) | 0.0 | $286k | NEW | 1.4k | 198.74 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) | 0.0 | $284k | +21% | 7.4k | 38.63 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $284k | NEW | 9.0k | 31.64 |
|
| Quanta Services (PWR) | 0.0 | $284k | +20% | 657.00 | 431.60 |
|
| Target Corporation (TGT) | 0.0 | $282k | +6% | 3.2k | 88.96 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $281k | 3.3k | 86.38 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $280k | NEW | 1.6k | 173.09 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $279k | 2.9k | 96.21 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $279k | +2% | 2.9k | 97.29 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $277k | -7% | 6.3k | 43.80 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $275k | +11% | 2.9k | 95.54 |
|
| Limbach Hldgs (LMB) | 0.0 | $275k | +28% | 3.0k | 91.72 |
|
| CF Industries Holdings (CF) | 0.0 | $272k | 3.1k | 86.73 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $269k | NEW | 2.9k | 93.39 |
|
| UGI Corporation (UGI) | 0.0 | $264k | -14% | 8.3k | 31.87 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $263k | +28% | 2.7k | 96.98 |
|
| Ford Motor Company (F) | 0.0 | $262k | +37% | 23k | 11.65 |
|
| Strategy Day Hagan Smart (SSUS) | 0.0 | $262k | 5.5k | 48.00 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $262k | NEW | 2.2k | 120.06 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $261k | +5% | 1.1k | 235.04 |
|
| DTE Energy Company (DTE) | 0.0 | $260k | NEW | 1.8k | 141.64 |
|
| Wisdomtree Tr Internationl Efi (NTSI) | 0.0 | $259k | -4% | 6.0k | 43.14 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $259k | -3% | 2.2k | 119.80 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $259k | -8% | 1.3k | 193.03 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $259k | NEW | 8.9k | 28.94 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $257k | +2% | 2.5k | 103.43 |
|
| Fastenal Company (FAST) | 0.0 | $256k | NEW | 6.0k | 42.74 |
|
| Anthem (ELV) | 0.0 | $256k | +3% | 729.00 | 350.52 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $251k | NEW | 6.4k | 39.39 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $250k | 15k | 16.99 |
|
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.0 | $249k | +7% | 7.8k | 31.80 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $248k | +16% | 4.7k | 53.05 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $244k | +7% | 4.2k | 58.38 |
|
| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.0 | $243k | +16% | 7.4k | 32.94 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $243k | +2% | 725.00 | 334.67 |
|
| Illinois Tool Works (ITW) | 0.0 | $242k | +2% | 977.00 | 248.14 |
|
| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.0 | $242k | NEW | 6.3k | 38.58 |
|
| Fabrinet SHS (FN) | 0.0 | $241k | NEW | 642.00 | 375.37 |
|
| Dimensional Etf Trust International (DFSI) | 0.0 | $240k | 5.8k | 41.06 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $239k | 4.7k | 50.67 |
|
|
| Exchange Listed Fds Tr Etc Cabana Targt (TDSC) | 0.0 | $239k | NEW | 9.6k | 24.89 |
|
| Xcel Energy (XEL) | 0.0 | $238k | NEW | 2.9k | 80.85 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $237k | NEW | 3.0k | 78.44 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $235k | NEW | 803.00 | 292.57 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $235k | NEW | 8.7k | 27.02 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $233k | NEW | 2.0k | 114.56 |
|
| Intel Corporation (INTC) | 0.0 | $233k | NEW | 6.5k | 35.63 |
|
| Union Pacific Corporation (UNP) | 0.0 | $233k | -10% | 1.0k | 226.68 |
|
| Itron (ITRI) | 0.0 | $233k | +13% | 1.8k | 130.25 |
|
| Innovator Etfs Trust Equity Mngd 100 (BFRZ) | 0.0 | $232k | NEW | 8.7k | 26.53 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.0 | $232k | 6.7k | 34.72 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.0 | $231k | NEW | 10k | 23.16 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $230k | NEW | 3.6k | 64.16 |
|
| Aim Etf Products Trust Us Lagcp B20 May (MAYW) | 0.0 | $229k | -3% | 7.0k | 32.94 |
|
| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.0 | $229k | NEW | 9.7k | 23.48 |
|
| Zoetis Cl A (ZTS) | 0.0 | $228k | -32% | 1.6k | 143.46 |
|
| Allspring Exchange Traded Fu Core Plus Etf (APLU) | 0.0 | $228k | NEW | 9.0k | 25.34 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $226k | 3.4k | 67.02 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $225k | 1.9k | 120.19 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $221k | NEW | 2.7k | 81.98 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $220k | NEW | 2.7k | 80.19 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $217k | NEW | 2.4k | 89.54 |
|
| Allete Com New (ALE) | 0.0 | $216k | NEW | 3.2k | 67.37 |
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.0 | $216k | NEW | 4.2k | 51.91 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $215k | -26% | 6.5k | 33.34 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $215k | NEW | 5.0k | 42.90 |
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $215k | -4% | 20k | 11.02 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $212k | NEW | 1.0k | 208.86 |
|
| Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) | 0.0 | $210k | -2% | 5.3k | 39.66 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $210k | NEW | 3.6k | 58.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $208k | 3.3k | 63.83 |
|
|
| Duolingo Cl A Com (DUOL) | 0.0 | $207k | NEW | 623.00 | 332.58 |
|
| Etf Opportunities Trust Applied Fina Val (VSLU) | 0.0 | $207k | NEW | 4.9k | 42.44 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $207k | NEW | 2.3k | 90.87 |
|
| Key (KEY) | 0.0 | $207k | 12k | 18.01 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $205k | -13% | 612.00 | 335.69 |
|
| Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.0 | $204k | -12% | 2.9k | 70.86 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $203k | NEW | 2.6k | 79.39 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $202k | 6.0k | 33.74 |
|
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $201k | NEW | 8.6k | 23.31 |
|
| Peak (DOC) | 0.0 | $197k | 11k | 18.14 |
|
|
| Global Net Lease Com New (GNL) | 0.0 | $132k | 17k | 7.74 |
|
|
| Gabelli Utility Trust (GUT) | 0.0 | $100k | 16k | 6.06 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $55k | +2% | 11k | 4.85 |
|
| Myomo Com New (MYO) | 0.0 | $25k | 21k | 1.16 |
|
Past Filings by Accurate Wealth Management
SEC 13F filings are viewable for Accurate Wealth Management going back to 2021
- Accurate Wealth Management 2025 Q3 filed Oct. 20, 2025
- Accurate Wealth Management 2025 Q2 filed July 15, 2025
- Accurate Wealth Management 2025 Q1 filed April 15, 2025
- Accurate Wealth Management 2024 Q4 filed Jan. 14, 2025
- Accurate Wealth Management 2024 Q3 filed Oct. 17, 2024
- Accurate Wealth Management 2024 Q2 filed July 17, 2024
- Accurate Wealth Management 2024 Q1 filed April 23, 2024
- Accurate Wealth Management 2023 Q4 filed Jan. 12, 2024
- Accurate Wealth Management 2023 Q3 filed Oct. 23, 2023
- Accurate Wealth Management 2023 Q2 filed July 24, 2023
- Accurate Wealth Management 2023 Q1 filed April 13, 2023
- Accurate Wealth Management 2022 Q4 filed Jan. 11, 2023
- Accurate Wealth Management 2022 Q3 filed Nov. 14, 2022
- Accurate Wealth Management 2022 Q2 filed Aug. 4, 2022
- Accurate Wealth Management 2022 Q1 filed May 10, 2022
- Accurate Wealth Management 2021 Q4 filed Feb. 8, 2022