Accurate Wealth Management

Latest statistics and disclosures from Accurate Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Accurate Wealth Management

Accurate Wealth Management holds 442 positions in its portfolio as reported in the June 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) 4.3 $28M -15% 281k 100.17
 View chart
Apple (AAPL) 3.4 $22M +3% 105k 212.36
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.3 $21M +2% 34k 625.83
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $18M +585% 32k 555.45
 View chart
Microsoft Corporation (MSFT) 2.5 $17M +28% 33k 501.53
 View chart
NVIDIA Corporation (NVDA) 2.4 $16M +10% 97k 164.08
 View chart
Procter & Gamble Company (PG) 2.0 $13M +2% 82k 158.49
 View chart
Tesla Motors (TSLA) 1.6 $10M +2% 33k 309.80
 View chart
JPMorgan Chase & Co. (JPM) 1.5 $10M +6% 35k 288.07
 View chart
Amazon (AMZN) 1.5 $9.6M +2% 43k 221.75
 View chart
Exxon Mobil Corporation (XOM) 1.3 $8.3M +7% 72k 114.92
 View chart
Meta Platforms Cl A (META) 1.2 $8.1M +10% 11k 727.35
 View chart
Ishares Tr Core Msci Eafe (IEFA) 1.1 $7.4M +14% 88k 83.86
 View chart
Ishares Tr Us Aer Def Etf (ITA) 1.1 $7.2M NEW 38k 188.65
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $6.8M +4% 69k 98.46
 View chart
Select Sector Spdr Tr Technology (XLK) 1.0 $6.6M +444% 26k 256.98
 View chart
Broadcom (AVGO) 1.0 $6.3M +10% 23k 275.43
 View chart
Range Resources (RRC) 0.9 $6.0M NEW 159k 37.66
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $5.5M +3% 85k 63.99
 View chart
Visa Com Cl A (V) 0.8 $5.4M +4% 15k 355.90
 View chart
Select Sector Spdr Tr Indl (XLI) 0.8 $5.3M NEW 36k 150.74
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.8 $5.2M +20% 29k 177.59
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $4.6M +457% 34k 137.00
 View chart
Wal-Mart Stores (WMT) 0.7 $4.4M +17% 46k 94.88
 View chart
Aon Shs Cl A (AON) 0.7 $4.4M 12k 359.00
 View chart
Trust For Professional Man Convergence Lng (CLSE) 0.6 $4.2M +3% 180k 23.27
 View chart
Home Depot (HD) 0.6 $4.0M +9% 11k 373.25
 View chart
Johnson & Johnson (JNJ) 0.6 $4.0M +4% 26k 157.67
 View chart
Chevron Corporation (CVX) 0.6 $4.0M +4% 26k 154.16
 View chart
Block Cl A (XYZ) 0.6 $4.0M +18% 58k 68.76
 View chart
Mastercard Incorporated Cl A (MA) 0.6 $3.9M 7.0k 563.56
 View chart
Abbvie (ABBV) 0.6 $3.6M +9% 19k 194.97
 View chart
Eli Lilly & Co. (LLY) 0.6 $3.6M +6% 4.6k 790.61
 View chart
Intuitive Surgical Com New (ISRG) 0.5 $3.6M +14% 6.8k 526.05
 View chart
Altria (MO) 0.5 $3.6M -6% 61k 58.55
 View chart
Fiverr Intl Ord Shs (FVRR) 0.5 $3.5M +9% 129k 27.53
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.5 $3.4M 7.7k 442.39
 View chart
Zoom Communications Cl A (ZM) 0.5 $3.4M +12% 45k 75.05
 View chart
CSX Corporation (CSX) 0.5 $3.4M +300% 100k 33.54
 View chart
Cisco Systems (CSCO) 0.5 $3.3M -3% 47k 68.76
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $3.2M 6.7k 478.29
 View chart
Palantir Technologies Cl A (PLTR) 0.5 $3.2M +13% 23k 142.50
 View chart
Metropcs Communications (TMUS) 0.5 $3.2M +2% 14k 228.20
 View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.5 $3.2M NEW 106k 29.90
 View chart
Waste Management (WM) 0.5 $3.1M 14k 225.64
 View chart
Marsh & McLennan Companies (MMC) 0.5 $3.0M 14k 214.71
 View chart
Tidal Tr Ii Return Stckd Us (RSST) 0.5 $3.0M +8% 123k 24.09
 View chart
Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 0.5 $3.0M +4% 113k 26.26
 View chart
S&p Global (SPGI) 0.4 $2.9M NEW 5.5k 529.84
 View chart
Spdr Series Trust Portfolio Intrmd (SPIB) 0.4 $2.9M +10% 87k 33.39
 View chart
Caterpillar (CAT) 0.4 $2.9M +13% 7.0k 408.25
 View chart
Zillow Group Cl C Cap Stk (Z) 0.4 $2.8M +19% 36k 78.91
 View chart
Msci (MSCI) 0.4 $2.8M NEW 4.9k 580.66
 View chart
Tidal Tr Ii Return Stacked U (RSSY) 0.4 $2.8M +9% 150k 18.74
 View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $2.8M 61k 46.05
 View chart
Consolidated Edison (ED) 0.4 $2.8M -3% 28k 101.07
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.4 $2.7M -9% 46k 58.49
 View chart
Vici Pptys (VICI) 0.4 $2.7M 79k 33.63
 View chart
Verisign (VRSN) 0.4 $2.6M NEW 9.1k 285.29
 View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.4 $2.6M -38% 28k 91.54
 View chart
Molson Coors Beverage CL B (TAP) 0.4 $2.6M NEW 52k 49.81
 View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $2.5M +13% 84k 30.25
 View chart
Allstate Corporation (ALL) 0.4 $2.5M NEW 13k 194.68
 View chart
Netflix (NFLX) 0.4 $2.5M +23% 2.0k 1251.04
 View chart
Chubb (CB) 0.4 $2.5M 8.8k 280.53
 View chart
Tyson Foods Cl A (TSN) 0.4 $2.5M NEW 45k 54.64
 View chart
Oracle Corporation (ORCL) 0.4 $2.5M +14% 11k 235.00
 View chart
Assurant (AIZ) 0.4 $2.4M -2% 13k 189.93
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $2.4M +9% 24k 99.92
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $2.4M NEW 81k 29.64
 View chart
Avery Dennison Corporation (AVY) 0.4 $2.4M 13k 184.64
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.3M -4% 7.6k 308.16
 View chart
W.W. Grainger (GWW) 0.4 $2.3M NEW 2.2k 1047.87
 View chart
Becton, Dickinson and (BDX) 0.3 $2.3M 13k 177.50
 View chart
Ishares Tr National Mun Etf (MUB) 0.3 $2.2M -4% 22k 104.26
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $2.2M 13k 178.65
 View chart
Etf Ser Solutions Distillate Smlmd (DSMC) 0.3 $2.1M 62k 34.54
 View chart
Cambria Etf Tr Emrg Sharehldr (EYLD) 0.3 $2.1M 59k 36.30
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.3 $2.1M -82% 6.9k 306.20
 View chart
McDonald's Corporation (MCD) 0.3 $2.1M +16% 7.1k 298.15
 View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $2.1M NEW 58k 36.61
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $2.0M NEW 30k 67.97
 View chart
Philip Morris International (PM) 0.3 $2.0M +4% 11k 180.82
 View chart
Fortinet (FTNT) 0.3 $2.0M +4% 20k 100.24
 View chart
International Business Machines (IBM) 0.3 $1.9M +15% 6.7k 287.45
 View chart
Qualcomm (QCOM) 0.3 $1.9M +18% 12k 159.09
 View chart
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $1.9M NEW 60k 31.32
 View chart
Citigroup Com New (C) 0.3 $1.9M +9% 21k 87.08
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.8M +35% 5.0k 369.77
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.3 $1.8M NEW 89k 20.71
 View chart
Bank of America Corporation (BAC) 0.3 $1.8M +9% 39k 46.96
 View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $1.8M +3% 21k 86.61
 View chart
ConocoPhillips (COP) 0.3 $1.8M +6% 19k 95.36
 View chart
Southern Company (SO) 0.3 $1.8M +2% 19k 93.24
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.8M 16k 114.06
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.8M 2.8k 628.86
 View chart
PNC Financial Services (PNC) 0.3 $1.8M +2% 8.9k 197.94
 View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.7M +36% 22k 79.12
 View chart
Verizon Communications (VZ) 0.3 $1.7M +4% 41k 42.03
 View chart
3M Company (MMM) 0.3 $1.7M +13% 11k 157.31
 View chart
Ishares Core Msci Emkt (IEMG) 0.3 $1.7M +119% 28k 60.23
 View chart
Raytheon Technologies Corp (RTX) 0.3 $1.7M +13% 11k 146.40
 View chart
Spotify Technology S A SHS (SPOT) 0.3 $1.7M +7% 2.3k 710.05
 View chart
Paycom Software (PAYC) 0.3 $1.7M +9% 7.2k 229.37
 View chart
Immunitybio (IBRX) 0.2 $1.6M 560k 2.87
 View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.2 $1.6M NEW 19k 82.63
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $1.6M +2% 8.7k 179.37
 View chart
Freeport-mcmoran CL B (FCX) 0.2 $1.5M +18% 33k 47.21
 View chart
Pepsi (PEP) 0.2 $1.5M +9% 11k 135.92
 View chart
Merck & Co (MRK) 0.2 $1.5M +6% 18k 84.02
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $1.5M NEW 12k 128.43
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $1.5M NEW 77k 19.53
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.5M +75% 2.6k 575.32
 View chart
salesforce (CRM) 0.2 $1.5M +18% 5.5k 264.17
 View chart
At&t (T) 0.2 $1.5M +12% 53k 27.62
 View chart
Blackrock (BLK) 0.2 $1.4M +6% 1.3k 1103.79
 View chart
Tidal Tr Ii Rtn Stacked Bd (RSBT) 0.2 $1.4M +4% 85k 16.51
 View chart
Core Natural Resources Com Shs (CNR) 0.2 $1.4M +17% 19k 72.39
 View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $1.4M NEW 70k 19.64
 View chart
Omnicell (OMCL) 0.2 $1.4M +26% 46k 29.77
 View chart
MetLife (MET) 0.2 $1.3M +9% 17k 78.37
 View chart
Coca-Cola Company (KO) 0.2 $1.3M +24% 19k 69.77
 View chart
American Express Company (AXP) 0.2 $1.3M +29% 4.1k 325.15
 View chart
Deere & Company (DE) 0.2 $1.3M +4% 2.5k 519.12
 View chart
Devon Energy Corporation (DVN) 0.2 $1.3M +34% 39k 33.95
 View chart
Parker-Hannifin Corporation (PH) 0.2 $1.3M +4% 1.8k 714.17
 View chart
General Dynamics Corporation (GD) 0.2 $1.2M +4% 4.0k 303.20
 View chart
Costco Wholesale Corporation (COST) 0.2 $1.2M +10% 1.3k 970.39
 View chart
First Watch Restaurant Groupco (FWRG) 0.2 $1.2M +34% 67k 17.79
 View chart
Wisdomtree Tr Us Efficient Cor (NTSX) 0.2 $1.2M -11% 23k 50.37
 View chart
Lam Research Corp Com New (LRCX) 0.2 $1.2M NEW 12k 101.00
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $1.2M +7% 7.0k 164.05
 View chart
L3harris Technologies (LHX) 0.2 $1.2M +2% 4.4k 260.10
 View chart
Arista Networks Com Shs (ANET) 0.2 $1.1M -8% 11k 106.29
 View chart
Applied Materials (AMAT) 0.2 $1.1M +2% 5.7k 198.02
 View chart
Pfizer (PFE) 0.2 $1.1M +12% 43k 25.78
 View chart
Amgen (AMGN) 0.2 $1.1M +23% 3.6k 300.34
 View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.1M -31% 9.8k 110.35
 View chart
Clear Secure Com Cl A (YOU) 0.2 $1.1M +12% 37k 29.09
 View chart
Marriott Intl Cl A (MAR) 0.2 $1.0M 3.7k 282.28
 View chart
American Electric Power Company (AEP) 0.2 $1.0M +7% 9.9k 106.03
 View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.2 $1.0M -12% 26k 40.65
 View chart
Mister Car Wash (MCW) 0.2 $1.0M +21% 152k 6.82
 View chart
Texas Instruments Incorporated (TXN) 0.2 $1.0M +7% 4.7k 219.35
 View chart
Dollar General (DG) 0.2 $1.0M 9.1k 112.26
 View chart
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $1.0M +33% 22k 46.10
 View chart
Genco Shipping & Trading SHS (GNK) 0.2 $997k +9% 68k 14.71
 View chart
Coinbase Global Com Cl A (COIN) 0.2 $984k +7% 2.5k 388.80
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.2 $983k +46% 3.4k 288.99
 View chart
UnitedHealth (UNH) 0.1 $977k -20% 3.3k 299.51
 View chart
Nuveen Churchill Direct Lend Com Shs (NCDL) 0.1 $965k 57k 17.01
 View chart
Vodafone Group Sponsored Adr (VOD) 0.1 $964k 88k 10.91
 View chart
Intuit (INTU) 0.1 $963k +96% 1.3k 749.53
 View chart
FedEx Corporation (FDX) 0.1 $951k +2% 4.0k 238.74
 View chart
Ge Aerospace Com New (GE) 0.1 $937k +6% 3.7k 252.54
 View chart
Emcor (EME) 0.1 $935k +3% 1.7k 547.56
 View chart
Honeywell International (HON) 0.1 $931k +20% 3.9k 236.95
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $925k +102% 3.7k 248.86
 View chart
Lockheed Martin Corporation (LMT) 0.1 $924k +11% 2.0k 464.38
 View chart
Veeva Sys Cl A Com (VEEV) 0.1 $923k NEW 3.3k 281.64
 View chart
Vaneck Etf Trust Real Assets Etf (RAAX) 0.1 $921k +108% 29k 31.86
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $915k +54% 38k 24.27
 View chart
Enbridge (ENB) 0.1 $914k -2% 21k 44.49
 View chart
Capri Holdings SHS (CPRI) 0.1 $914k +26% 46k 19.74
 View chart
Palmer Square Funds Trust Cr Opportunities (PSQO) 0.1 $912k +8% 45k 20.50
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $901k -2% 16k 57.35
 View chart
Royal Caribbean Cruises (RCL) 0.1 $901k 2.6k 340.92
 View chart
General Motors Company (GM) 0.1 $900k 17k 53.15
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $888k +3% 18k 50.61
 View chart
Abbott Laboratories (ABT) 0.1 $876k +9% 6.6k 133.59
 View chart
Thor Industries (THO) 0.1 $876k +25% 9.3k 94.61
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $866k +4% 4.4k 197.34
 View chart
Prudential Financial (PRU) 0.1 $864k +3% 8.1k 107.14
 View chart
Magna Intl Inc cl a (MGA) 0.1 $860k 20k 42.51
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $847k +98% 34k 24.78
 View chart
Golub Capital BDC (GBDC) 0.1 $839k +11% 56k 15.09
 View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ) 0.1 $828k +116% 26k 32.03
 View chart
Doordash Cl A (DASH) 0.1 $828k NEW 3.5k 238.24
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $826k +2% 10k 80.96
 View chart
Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $819k +5% 11k 73.44
 View chart
Goldman Sachs (GS) 0.1 $804k +78% 1.1k 709.17
 View chart
Motorola Solutions Com New (MSI) 0.1 $797k +156% 1.9k 417.72
 View chart
Steel Dynamics (STLD) 0.1 $796k -17% 5.8k 137.38
 View chart
Arthur J. Gallagher & Co. (AJG) 0.1 $792k +2% 2.5k 313.65
 View chart
Hartford Financial Services (HIG) 0.1 $778k +14% 6.4k 121.95
 View chart
Wells Fargo & Company (WFC) 0.1 $773k +11% 9.4k 82.35
 View chart
Lennar Corp Cl A (LEN) 0.1 $770k +2% 6.6k 116.44
 View chart
Synopsys (SNPS) 0.1 $763k +9% 1.3k 565.94
 View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $763k 16k 46.39
 View chart
Cal Maine Foods Com New (CALM) 0.1 $762k -38% 7.6k 100.74
 View chart
Harbor Etf Trust Internatnal Comp (OSEA) 0.1 $760k 26k 29.58
 View chart
Walt Disney Company (DIS) 0.1 $754k +52% 6.2k 121.56
 View chart
Cabot Oil & Gas Corporation (CTRA) 0.1 $745k -17% 30k 25.10
 View chart
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $739k +2% 14k 53.36
 View chart
Kinder Morgan (KMI) 0.1 $736k +3% 27k 27.79
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.1 $734k +128% 11k 64.17
 View chart
TJX Companies (TJX) 0.1 $730k -77% 5.9k 124.18
 View chart
Nextera Energy (NEE) 0.1 $730k +3% 9.8k 74.53
 View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $728k NEW 36k 20.46
 View chart
Gilead Sciences (GILD) 0.1 $722k +33% 6.3k 114.55
 View chart
Lowe's Companies (LOW) 0.1 $717k +10% 3.1k 227.92
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $717k 1.00 717180.00
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $716k +97% 2.5k 287.52
 View chart
Strategic Trust Running Gwth Etf (RUNN) 0.1 $711k 21k 34.19
 View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.1 $710k 21k 33.48
 View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $693k +108% 22k 32.11
 View chart
Owens Corning (OC) 0.1 $690k -8% 4.6k 150.23
 View chart
Harbor Etf Trust Human Cap Large (HAPI) 0.1 $690k 18k 38.45
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $688k NEW 28k 24.50
 View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $687k +32% 7.2k 96.04
 View chart
Federal Signal Corporation (FSS) 0.1 $679k -57% 6.0k 113.08
 View chart
Republic Services (RSG) 0.1 $678k -80% 2.8k 240.10
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $675k 1.0k 674.58
 View chart
Stellantis SHS (STLA) 0.1 $669k +39% 65k 10.37
 View chart
Prologis (PLD) 0.1 $665k +8% 6.1k 108.35
 View chart
Etf Opportunities Trust Smi 3fourteen Fu (FCTE) 0.1 $663k 25k 26.52
 View chart
Eaton Corp SHS (ETN) 0.1 $663k +45% 1.9k 357.91
 View chart
Rio Tinto Sponsored Adr (RIO) 0.1 $652k -8% 11k 60.10
 View chart
Legalzoom (LZ) 0.1 $639k +22% 70k 9.17
 View chart
Advanced Micro Devices (AMD) 0.1 $623k +13% 4.3k 143.71
 View chart
Bank of New York Mellon Corporation (BK) 0.1 $622k +4% 6.6k 93.65
 View chart
Etf Ser Solutions Distillate Us (DSTL) 0.1 $618k -4% 11k 56.50
 View chart
Skyworks Solutions (SWKS) 0.1 $618k NEW 8.0k 77.70
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $611k -6% 13k 48.94
 View chart
Astrazeneca Sponsored Adr (AZN) 0.1 $610k 8.5k 71.81
 View chart
Arrow Electronics (ARW) 0.1 $606k NEW 4.6k 133.24
 View chart
Palo Alto Networks (PANW) 0.1 $604k +12% 3.1k 192.30
 View chart
Us Bancorp Del Com New (USB) 0.1 $598k +6% 13k 47.57
 View chart
Eversource Energy (ES) 0.1 $597k -8% 9.0k 66.11
 View chart
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $589k 24k 24.63
 View chart
Cardinal Health (CAH) 0.1 $588k +92% 3.6k 162.20
 View chart
Fifth Third Ban (FITB) 0.1 $587k +4% 13k 44.04
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $586k +31% 1.4k 428.72
 View chart
Cintas Corporation (CTAS) 0.1 $579k -82% 2.7k 216.56
 View chart
Harbor Etf Trust Disciplined Bond (AGGS) 0.1 $570k -2% 14k 40.87
 View chart
Uber Technologies (UBER) 0.1 $568k +10% 5.9k 96.41
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $567k +26% 19k 29.43
 View chart
Ishares Tr Core Msci Intl (IDEV) 0.1 $562k 7.4k 76.42
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $560k NEW 24k 23.61
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $560k 4.3k 129.85
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $560k -11% 5.0k 110.97
 View chart
Johnson Ctls Intl SHS (JCI) 0.1 $558k +3% 5.2k 106.33
 View chart
Cadence Design Systems (CDNS) 0.1 $557k +11% 1.7k 322.66
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $553k 5.2k 105.39
 View chart
Amphenol Corp Cl A (APH) 0.1 $553k NEW 5.6k 98.31
 View chart
RBB Us Treas 3 Mnth (TBIL) 0.1 $551k -4% 11k 49.86
 View chart
Stryker Corporation (SYK) 0.1 $550k +6% 1.4k 394.32
 View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.1 $549k 5.2k 105.64
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $548k -6% 5.5k 100.47
 View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $539k NEW 23k 23.57
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $535k 5.0k 106.44
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $532k 15k 35.42
 View chart
Duke Energy Corp Com New (DUK) 0.1 $527k +2% 4.5k 118.18
 View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $527k NEW 28k 18.67
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $527k +13% 6.6k 80.13
 View chart
Ishares Tr Core Total Usd (IUSB) 0.1 $527k -6% 12k 45.90
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $518k +22% 7.1k 73.10
 View chart
Spdr Series Trust Aerospace Def (XAR) 0.1 $517k NEW 2.5k 209.74
 View chart
Marathon Petroleum Corp (MPC) 0.1 $517k +4% 2.8k 182.23
 View chart
Charles Schwab Corporation (SCHW) 0.1 $515k +59% 5.5k 93.04
 View chart
O'reilly Automotive (ORLY) 0.1 $514k +1414% 5.6k 92.38
 View chart
Norfolk Southern (NSC) 0.1 $509k +10% 1.9k 263.15
 View chart
Medtronic SHS (MDT) 0.1 $509k +10% 5.7k 89.39
 View chart
Gartner (IT) 0.1 $507k +2% 1.3k 387.78
 View chart
Public Service Enterprise (PEG) 0.1 $506k +3% 6.2k 82.14
 View chart
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $500k -26% 1.0k 479.33
 View chart
McKesson Corporation (MCK) 0.1 $499k 697.00 716.22
 View chart
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $486k NEW 4.6k 106.64
 View chart
Hubbell (HUBB) 0.1 $478k 1.1k 422.23
 View chart
Moody's Corporation (MCO) 0.1 $474k +10% 937.00 505.70
 View chart
Morgan Stanley Com New (MS) 0.1 $470k +71% 3.3k 142.74
 View chart
American Healthcare Reit Com Shs (AHR) 0.1 $470k 13k 36.21
 View chart
Cigna Corp (CI) 0.1 $464k NEW 1.5k 308.84
 View chart
Select Sector Spdr Tr Financial (XLF) 0.1 $461k -7% 8.7k 52.71
 View chart
Emerson Electric (EMR) 0.1 $454k +9% 3.2k 140.66
 View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $450k +38% 12k 36.95
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $443k -52% 909.00 487.37
 View chart
Constellation Energy (CEG) 0.1 $441k +18% 1.4k 313.62
 View chart
Aim Etf Products Trust Us Larcp B10 May (MAYT) 0.1 $441k +33% 13k 35.00
 View chart
Galaxy Digital Cl A 0.1 $440k NEW 22k 20.41
 View chart
Dupont De Nemours (DD) 0.1 $440k +30% 5.8k 76.13
 View chart
Ishares Tr Global Tech Etf (IXN) 0.1 $437k NEW 4.7k 93.61
 View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $432k +2% 33k 13.25
 View chart
Analog Devices (ADI) 0.1 $429k +3% 1.8k 245.13
 View chart
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $429k NEW 18k 23.56
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $428k +19% 6.6k 64.50
 View chart
Servicenow (NOW) 0.1 $427k +36% 441.00 968.09
 View chart
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $427k NEW 3.8k 113.04
 View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $422k +18% 15k 28.20
 View chart
Nike CL B (NKE) 0.1 $415k NEW 5.6k 74.62
 View chart
Nucor Corporation (NUE) 0.1 $414k 2.9k 143.31
 View chart
CMS Energy Corporation (CMS) 0.1 $413k 5.9k 70.54
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $413k 1.7k 246.55
 View chart
Pacer Fds Tr Pac Asset Fltg (FLRT) 0.1 $412k +42% 8.7k 47.51
 View chart
Vanguard World Mega Cap Index (MGC) 0.1 $411k 1.8k 227.44
 View chart
Lamar Advertising Cl A (LAMR) 0.1 $411k +3% 3.3k 125.28
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $411k NEW 17k 24.16
 View chart
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $408k 856.00 476.14
 View chart
Starbucks Corporation (SBUX) 0.1 $407k +24% 4.3k 95.15
 View chart
Ameriprise Financial (AMP) 0.1 $405k -86% 746.00 542.59
 View chart
Boeing Company (BA) 0.1 $405k NEW 1.8k 226.09
 View chart
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $404k NEW 12k 33.44
 View chart
Pulte (PHM) 0.1 $404k +6% 3.5k 115.15
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $402k +52% 7.0k 57.05
 View chart
Innovator Etfs Trust Equity Defined P (JAJL) 0.1 $401k -7% 14k 28.21
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.1 $397k -2% 2.3k 175.72
 View chart
Zscaler Incorporated (ZS) 0.1 $395k NEW 1.3k 296.18
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.1 $395k 1.1k 356.25
 View chart
Howmet Aerospace (HWM) 0.1 $390k -14% 2.2k 178.56
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $388k 3.4k 115.16
 View chart
Innovator Etfs Trust Equity Defined P (APOC) 0.1 $387k 15k 25.60
 View chart
Casey's General Stores (CASY) 0.1 $381k +3% 727.00 523.60
 View chart
Liberty Global Com Cl A (LBTYA) 0.1 $379k +7% 37k 10.23
 View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $377k +29% 7.1k 53.11
 View chart
Ishares Tr Exponential Tech (XT) 0.1 $377k 5.7k 66.09
 View chart
Cummins (CMI) 0.1 $377k +4% 1.1k 340.03
 View chart
Truist Financial Corp equities (TFC) 0.1 $376k +7% 8.3k 45.49
 View chart
Blackstone Secd Lending Common Stock (BXSL) 0.1 $375k 12k 31.56
 View chart
Zoetis Cl A (ZTS) 0.1 $373k +6% 2.3k 158.80
 View chart
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) 0.1 $372k 9.4k 39.48
 View chart
Corecivic (CXW) 0.1 $369k 17k 22.23
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $369k -3% 7.4k 49.66
 View chart
Automatic Data Processing (ADP) 0.1 $362k +3% 1.2k 305.84
 View chart
Owl Rock Capital Corporation (OBDC) 0.1 $362k -3% 25k 14.62
 View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR) 0.1 $360k -30% 12k 31.44
 View chart
Danaher Corporation (DHR) 0.1 $359k +8% 1.7k 205.35
 View chart
Valero Energy Corporation (VLO) 0.1 $357k -7% 2.3k 154.83
 View chart
Sila Realty Trust Common Stock (SILA) 0.1 $354k 15k 23.66
 View chart
Vaneck Etf Trust India Growth Ldr (GLIN) 0.1 $351k NEW 7.4k 47.38
 View chart
United Parcel Service CL B (UPS) 0.1 $351k +5% 3.4k 102.91
 View chart
BP Sponsored Adr (BP) 0.1 $351k 11k 31.52
 View chart
Limbach Hldgs (LMB) 0.1 $348k NEW 2.3k 149.22
 View chart
UGI Corporation (UGI) 0.1 $346k -9% 9.7k 35.80
 View chart
Vaneck Etf Trust Digital India Et (DGIN) 0.1 $343k NEW 7.9k 43.47
 View chart
Northrop Grumman Corporation (NOC) 0.1 $341k +15% 663.00 514.15
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $339k +3% 1.7k 202.96
 View chart
Thermo Fisher Scientific (TMO) 0.1 $338k +15% 789.00 428.69
 View chart
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $338k 1.3k 266.00
 View chart
Bristol Myers Squibb (BMY) 0.1 $331k +7% 6.8k 48.52
 View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH) 0.1 $330k +36% 13k 24.87
 View chart
Hershey Company (HSY) 0.0 $325k +20% 2.0k 164.59
 View chart
Ishares Tr Ultra Short Dur (ICSH) 0.0 $321k 6.4k 50.56
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $320k NEW 1.4k 229.76
 View chart
Huntington Bancshares Incorporated (HBAN) 0.0 $319k +3% 18k 17.56
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $315k +3% 4.7k 67.15
 View chart
Target Corporation (TGT) 0.0 $311k +6% 3.0k 104.73
 View chart
Vanguard World Health Car Etf (VHT) 0.0 $307k -20% 1.2k 251.66
 View chart
Ge Vernova (GEV) 0.0 $306k NEW 568.00 539.36
 View chart
Marvell Technology (MRVL) 0.0 $305k NEW 4.2k 73.35
 View chart
CF Industries Holdings (CF) 0.0 $303k 3.2k 95.76
 View chart
Boston Scientific Corporation (BSX) 0.0 $301k -90% 2.9k 103.84
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $300k NEW 7.0k 42.87
 View chart
Wp Carey (WPC) 0.0 $299k 4.8k 62.48
 View chart
Travelers Companies (TRV) 0.0 $299k NEW 1.2k 256.01
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $298k NEW 11k 26.23
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $298k -11% 1.5k 198.15
 View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.0 $297k -2% 8.0k 37.29
 View chart
Citizens Financial (CFG) 0.0 $295k 6.2k 47.89
 View chart
Pure Storage Cl A (PSTG) 0.0 $293k -16% 5.1k 57.58
 View chart
Crown Castle Intl (CCI) 0.0 $291k 2.8k 103.98
 View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.0 $288k -10% 6.4k 45.07
 View chart
Select Sector Spdr Tr Energy (XLE) 0.0 $288k -5% 3.3k 88.56
 View chart
Micron Technology (MU) 0.0 $288k NEW 2.3k 123.11
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $282k NEW 5.0k 56.62
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $280k 8.7k 32.01
 View chart
Labcorp Holdings Com Shs (LH) 0.0 $279k +7% 1.1k 253.71
 View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.0 $278k 7.4k 37.75
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $277k 5.6k 49.88
 View chart
Vertiv Holdings Com Cl A (VRT) 0.0 $272k NEW 2.2k 120.95
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $271k -8% 1.5k 184.93
 View chart
Union Pacific Corporation (UNP) 0.0 $271k -5% 1.1k 236.89
 View chart
American Water Works (AWK) 0.0 $268k +6% 1.9k 142.68
 View chart
Welltower Inc Com reit (WELL) 0.0 $267k 1.8k 152.72
 View chart
Fidelity National Financial Com Shs (FNF) 0.0 $266k -3% 5.2k 51.27
 View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $265k -14% 5.4k 49.23
 View chart
Api Group Corp Com Stk (APG) 0.0 $264k NEW 7.6k 34.60
 View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $263k NEW 7.0k 37.72
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $263k NEW 709.00 371.19
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.0 $262k 2.2k 117.95
 View chart
Ferguson Enterprises Common Stock New (FERG) 0.0 $260k NEW 1.2k 224.40
 View chart
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $260k NEW 2.2k 119.07
 View chart
Wisdomtree Tr Internationl Efi (NTSI) 0.0 $257k -22% 6.3k 41.04
 View chart
Fiserv (FI) 0.0 $255k +12% 1.5k 169.72
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $255k 1.2k 207.25
 View chart
Microstrategy Cl A New (MSTR) 0.0 $253k NEW 600.00 421.58
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $253k NEW 6.2k 40.71
 View chart
Strategy Day Hagan Smart (SSUS) 0.0 $253k 5.6k 45.43
 View chart
Broadridge Financial Solutions (BR) 0.0 $252k +3% 1.1k 238.60
 View chart
Rocket Lab Corp 0.0 $252k NEW 6.4k 39.10
 View chart
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.0 $250k -6% 6.8k 36.66
 View chart
Illinois Tool Works (ITW) 0.0 $249k NEW 951.00 262.16
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.0 $249k 2.4k 102.58
 View chart
Sherwin-Williams Company (SHW) 0.0 $248k NEW 704.00 351.81
 View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.0 $246k NEW 15k 16.74
 View chart
Anthem (ELV) 0.0 $245k +4% 707.00 345.90
 View chart
Carrier Global Corporation (CARR) 0.0 $243k NEW 3.2k 76.78
 View chart
Innovator Etfs Trust Prem Incm 20 Bar (APRH) 0.0 $243k -2% 9.8k 24.76
 View chart
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $242k -12% 4.4k 54.96
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $242k NEW 1.8k 131.92
 View chart
Ishares Tr Mbs Etf (MBB) 0.0 $242k +15% 2.6k 93.24
 View chart
Main Street Capital Corporation (MAIN) 0.0 $242k NEW 3.9k 62.23
 View chart
Phillips 66 (PSX) 0.0 $238k NEW 1.8k 134.36
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $236k 4.7k 50.52
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $233k NEW 1.6k 144.53
 View chart
Aim Etf Products Trust Us Lagcp B20 May (MAYW) 0.0 $233k +3% 7.2k 32.27
 View chart
Dimensional Etf Trust International (DFSI) 0.0 $231k NEW 5.8k 39.63
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $230k -3% 1.2k 185.78
 View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) 0.0 $226k NEW 6.3k 35.70
 View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.0 $225k NEW 7.3k 31.03
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 0.0 $224k NEW 6.7k 33.30
 View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) 0.0 $224k -8% 3.3k 68.31
 View chart
Constellation Brands Cl A (STZ) 0.0 $224k 1.3k 172.13
 View chart
Twilio Cl A (TWLO) 0.0 $223k -71% 1.9k 117.40
 View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) 0.0 $222k NEW 5.3k 42.18
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.0 $221k 3.4k 65.12
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $220k -9% 378.00 582.75
 View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) 0.0 $220k NEW 6.1k 36.33
 View chart
Liberty Global Com Cl C (LBTYK) 0.0 $215k -2% 20k 10.52
 View chart
Itron (ITRI) 0.0 $214k NEW 1.6k 135.54
 View chart
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $214k -10% 3.3k 65.31
 View chart
Key (KEY) 0.0 $213k -25% 12k 18.49
 View chart
Ubiquiti (UI) 0.0 $212k NEW 529.00 399.76
 View chart
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $211k -11% 4.0k 52.48
 View chart
DNP Select Income Fund (DNP) 0.0 $210k -6% 22k 9.70
 View chart
Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) 0.0 $208k NEW 5.5k 38.08
 View chart
Quanta Services (PWR) 0.0 $208k NEW 547.00 380.09
 View chart
Phillips Edison & Co Common Stock (PECO) 0.0 $207k 6.0k 34.55
 View chart
Progressive Corporation (PGR) 0.0 $207k -92% 829.00 249.39
 View chart
Robinhood Mkts Com Cl A (HOOD) 0.0 $205k NEW 2.1k 98.70
 View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.0 $204k NEW 3.3k 62.66
 View chart
Spdr Series Trust Bloomberg High Y (JNK) 0.0 $204k NEW 2.1k 96.60
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $203k NEW 2.2k 93.45
 View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) 0.0 $202k -11% 6.4k 31.77
 View chart
Peak (DOC) 0.0 $198k -26% 11k 18.54
 View chart
Ford Motor Company (F) 0.0 $195k -44% 16k 11.91
 View chart
Archer Aviation Com Cl A (ACHR) 0.0 $181k NEW 17k 10.78
 View chart
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $172k NEW 10k 16.77
 View chart
Global Net Lease Com New (GNL) 0.0 $129k 17k 7.60
 View chart
Gabelli Utility Trust (GUT) 0.0 $99k 16k 6.03
 View chart
Newell Rubbermaid (NWL) 0.0 $66k -9% 11k 5.91
 View chart
Myomo Com New (MYO) 0.0 $46k 21k 2.19
 View chart
Airship Ai Hldgs *w Exp 12/21/202 (AISPW) 0.0 $23k 13k 1.84
 View chart

Past Filings by Accurate Wealth Management

SEC 13F filings are viewable for Accurate Wealth Management going back to 2021