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, QQQ, MSFT, and represent 16.19% of Accurate Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$15M), ITA (+$7.2M), RRC (+$6.0M), XLK (+$5.4M), XLI (+$5.3M), ITOT, MSFT, DFEM, SPGI, MSCI.
- Started 87 new stock positions in DFSI, SWKS, GWW, DFAR, MRVL, IGM, ALL, DFUS, SPDW, PWR.
- Reduced shares in these 10 stocks: IEF (-$13M), GLD (-$10M), CLIP (-$5.1M), SHY, USDU, BSX, , RSG, CTAS, AMP.
- Sold out of its positions in ALNY, DOW, EMN, ETR, FNB, FDS, UOCT, TJUL, IEF, SHY. BBJP, LW, NWE, OKTA, SYY, UNM, BSV, VGIT, USDU.
- Accurate Wealth Management was a net buyer of stock by $73M.
- Accurate Wealth Management has $654M in assets under management (AUM), dropping by 24.78%.
- Central Index Key (CIK): 0001877728
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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 |
|
| Apple (AAPL) | 3.4 | $22M | +3% | 105k | 212.36 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.3 | $21M | +2% | 34k | 625.83 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $18M | +585% | 32k | 555.45 |
|
| Microsoft Corporation (MSFT) | 2.5 | $17M | +28% | 33k | 501.53 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $16M | +10% | 97k | 164.08 |
|
| Procter & Gamble Company (PG) | 2.0 | $13M | +2% | 82k | 158.49 |
|
| Tesla Motors (TSLA) | 1.6 | $10M | +2% | 33k | 309.80 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $10M | +6% | 35k | 288.07 |
|
| Amazon (AMZN) | 1.5 | $9.6M | +2% | 43k | 221.75 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $8.3M | +7% | 72k | 114.92 |
|
| Meta Platforms Cl A (META) | 1.2 | $8.1M | +10% | 11k | 727.35 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $7.4M | +14% | 88k | 83.86 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 1.1 | $7.2M | NEW | 38k | 188.65 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $6.8M | +4% | 69k | 98.46 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.0 | $6.6M | +444% | 26k | 256.98 |
|
| Broadcom (AVGO) | 1.0 | $6.3M | +10% | 23k | 275.43 |
|
| Range Resources (RRC) | 0.9 | $6.0M | NEW | 159k | 37.66 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $5.5M | +3% | 85k | 63.99 |
|
| Visa Com Cl A (V) | 0.8 | $5.4M | +4% | 15k | 355.90 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.8 | $5.3M | NEW | 36k | 150.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $5.2M | +20% | 29k | 177.59 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $4.6M | +457% | 34k | 137.00 |
|
| Wal-Mart Stores (WMT) | 0.7 | $4.4M | +17% | 46k | 94.88 |
|
| Aon Shs Cl A (AON) | 0.7 | $4.4M | 12k | 359.00 |
|
|
| Trust For Professional Man Convergence Lng (CLSE) | 0.6 | $4.2M | +3% | 180k | 23.27 |
|
| Home Depot (HD) | 0.6 | $4.0M | +9% | 11k | 373.25 |
|
| Johnson & Johnson (JNJ) | 0.6 | $4.0M | +4% | 26k | 157.67 |
|
| Chevron Corporation (CVX) | 0.6 | $4.0M | +4% | 26k | 154.16 |
|
| Block Cl A (XYZ) | 0.6 | $4.0M | +18% | 58k | 68.76 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $3.9M | 7.0k | 563.56 |
|
|
| Abbvie (ABBV) | 0.6 | $3.6M | +9% | 19k | 194.97 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $3.6M | +6% | 4.6k | 790.61 |
|
| Intuitive Surgical Com New (ISRG) | 0.5 | $3.6M | +14% | 6.8k | 526.05 |
|
| Altria (MO) | 0.5 | $3.6M | -6% | 61k | 58.55 |
|
| Fiverr Intl Ord Shs (FVRR) | 0.5 | $3.5M | +9% | 129k | 27.53 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $3.4M | 7.7k | 442.39 |
|
|
| Zoom Communications Cl A (ZM) | 0.5 | $3.4M | +12% | 45k | 75.05 |
|
| CSX Corporation (CSX) | 0.5 | $3.4M | +300% | 100k | 33.54 |
|
| Cisco Systems (CSCO) | 0.5 | $3.3M | -3% | 47k | 68.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.2M | 6.7k | 478.29 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $3.2M | +13% | 23k | 142.50 |
|
| Metropcs Communications (TMUS) | 0.5 | $3.2M | +2% | 14k | 228.20 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.5 | $3.2M | NEW | 106k | 29.90 |
|
| Waste Management (WM) | 0.5 | $3.1M | 14k | 225.64 |
|
|
| Marsh & McLennan Companies (MMC) | 0.5 | $3.0M | 14k | 214.71 |
|
|
| Tidal Tr Ii Return Stckd Us (RSST) | 0.5 | $3.0M | +8% | 123k | 24.09 |
|
| Tidal Tr Ii Ret Stckd Gl Stk (RSSB) | 0.5 | $3.0M | +4% | 113k | 26.26 |
|
| S&p Global (SPGI) | 0.4 | $2.9M | NEW | 5.5k | 529.84 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.4 | $2.9M | +10% | 87k | 33.39 |
|
| Caterpillar (CAT) | 0.4 | $2.9M | +13% | 7.0k | 408.25 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.4 | $2.8M | +19% | 36k | 78.91 |
|
| Msci (MSCI) | 0.4 | $2.8M | NEW | 4.9k | 580.66 |
|
| Tidal Tr Ii Return Stacked U (RSSY) | 0.4 | $2.8M | +9% | 150k | 18.74 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.4 | $2.8M | 61k | 46.05 |
|
|
| Consolidated Edison (ED) | 0.4 | $2.8M | -3% | 28k | 101.07 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.7M | -9% | 46k | 58.49 |
|
| Vici Pptys (VICI) | 0.4 | $2.7M | 79k | 33.63 |
|
|
| Verisign (VRSN) | 0.4 | $2.6M | NEW | 9.1k | 285.29 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $2.6M | -38% | 28k | 91.54 |
|
| Molson Coors Beverage CL B (TAP) | 0.4 | $2.6M | NEW | 52k | 49.81 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $2.5M | +13% | 84k | 30.25 |
|
| Allstate Corporation (ALL) | 0.4 | $2.5M | NEW | 13k | 194.68 |
|
| Netflix (NFLX) | 0.4 | $2.5M | +23% | 2.0k | 1251.04 |
|
| Chubb (CB) | 0.4 | $2.5M | 8.8k | 280.53 |
|
|
| Tyson Foods Cl A (TSN) | 0.4 | $2.5M | NEW | 45k | 54.64 |
|
| Oracle Corporation (ORCL) | 0.4 | $2.5M | +14% | 11k | 235.00 |
|
| Assurant (AIZ) | 0.4 | $2.4M | -2% | 13k | 189.93 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.4 | $2.4M | +9% | 24k | 99.92 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $2.4M | NEW | 81k | 29.64 |
|
| Avery Dennison Corporation (AVY) | 0.4 | $2.4M | 13k | 184.64 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.3M | -4% | 7.6k | 308.16 |
|
| W.W. Grainger (GWW) | 0.4 | $2.3M | NEW | 2.2k | 1047.87 |
|
| Becton, Dickinson and (BDX) | 0.3 | $2.3M | 13k | 177.50 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $2.2M | -4% | 22k | 104.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.2M | 13k | 178.65 |
|
|
| Etf Ser Solutions Distillate Smlmd (DSMC) | 0.3 | $2.1M | 62k | 34.54 |
|
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.3 | $2.1M | 59k | 36.30 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.1M | -82% | 6.9k | 306.20 |
|
| McDonald's Corporation (MCD) | 0.3 | $2.1M | +16% | 7.1k | 298.15 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $2.1M | NEW | 58k | 36.61 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.0M | NEW | 30k | 67.97 |
|
| Philip Morris International (PM) | 0.3 | $2.0M | +4% | 11k | 180.82 |
|
| Fortinet (FTNT) | 0.3 | $2.0M | +4% | 20k | 100.24 |
|
| International Business Machines (IBM) | 0.3 | $1.9M | +15% | 6.7k | 287.45 |
|
| Qualcomm (QCOM) | 0.3 | $1.9M | +18% | 12k | 159.09 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $1.9M | NEW | 60k | 31.32 |
|
| Citigroup Com New (C) | 0.3 | $1.9M | +9% | 21k | 87.08 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $1.8M | +35% | 5.0k | 369.77 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.3 | $1.8M | NEW | 89k | 20.71 |
|
| Bank of America Corporation (BAC) | 0.3 | $1.8M | +9% | 39k | 46.96 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $1.8M | +3% | 21k | 86.61 |
|
| ConocoPhillips (COP) | 0.3 | $1.8M | +6% | 19k | 95.36 |
|
| Southern Company (SO) | 0.3 | $1.8M | +2% | 19k | 93.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.8M | 16k | 114.06 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.8M | 2.8k | 628.86 |
|
|
| PNC Financial Services (PNC) | 0.3 | $1.8M | +2% | 8.9k | 197.94 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.7M | +36% | 22k | 79.12 |
|
| Verizon Communications (VZ) | 0.3 | $1.7M | +4% | 41k | 42.03 |
|
| 3M Company (MMM) | 0.3 | $1.7M | +13% | 11k | 157.31 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $1.7M | +119% | 28k | 60.23 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $1.7M | +13% | 11k | 146.40 |
|
| Spotify Technology S A SHS (SPOT) | 0.3 | $1.7M | +7% | 2.3k | 710.05 |
|
| Paycom Software (PAYC) | 0.3 | $1.7M | +9% | 7.2k | 229.37 |
|
| Immunitybio (IBRX) | 0.2 | $1.6M | 560k | 2.87 |
|
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.2 | $1.6M | NEW | 19k | 82.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | +2% | 8.7k | 179.37 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $1.5M | +18% | 33k | 47.21 |
|
| Pepsi (PEP) | 0.2 | $1.5M | +9% | 11k | 135.92 |
|
| Merck & Co (MRK) | 0.2 | $1.5M | +6% | 18k | 84.02 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $1.5M | NEW | 12k | 128.43 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.2 | $1.5M | NEW | 77k | 19.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.5M | +75% | 2.6k | 575.32 |
|
| salesforce (CRM) | 0.2 | $1.5M | +18% | 5.5k | 264.17 |
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| At&t (T) | 0.2 | $1.5M | +12% | 53k | 27.62 |
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| Blackrock (BLK) | 0.2 | $1.4M | +6% | 1.3k | 1103.79 |
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| Tidal Tr Ii Rtn Stacked Bd (RSBT) | 0.2 | $1.4M | +4% | 85k | 16.51 |
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| Core Natural Resources Com Shs (CNR) | 0.2 | $1.4M | +17% | 19k | 72.39 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $1.4M | NEW | 70k | 19.64 |
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| Omnicell (OMCL) | 0.2 | $1.4M | +26% | 46k | 29.77 |
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| MetLife (MET) | 0.2 | $1.3M | +9% | 17k | 78.37 |
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| Coca-Cola Company (KO) | 0.2 | $1.3M | +24% | 19k | 69.77 |
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| American Express Company (AXP) | 0.2 | $1.3M | +29% | 4.1k | 325.15 |
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| Deere & Company (DE) | 0.2 | $1.3M | +4% | 2.5k | 519.12 |
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| Devon Energy Corporation (DVN) | 0.2 | $1.3M | +34% | 39k | 33.95 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.3M | +4% | 1.8k | 714.17 |
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| General Dynamics Corporation (GD) | 0.2 | $1.2M | +4% | 4.0k | 303.20 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | +10% | 1.3k | 970.39 |
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| First Watch Restaurant Groupco (FWRG) | 0.2 | $1.2M | +34% | 67k | 17.79 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.2 | $1.2M | -11% | 23k | 50.37 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.2M | NEW | 12k | 101.00 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.2M | +7% | 7.0k | 164.05 |
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| L3harris Technologies (LHX) | 0.2 | $1.2M | +2% | 4.4k | 260.10 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.1M | -8% | 11k | 106.29 |
|
| Applied Materials (AMAT) | 0.2 | $1.1M | +2% | 5.7k | 198.02 |
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| Pfizer (PFE) | 0.2 | $1.1M | +12% | 43k | 25.78 |
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| Amgen (AMGN) | 0.2 | $1.1M | +23% | 3.6k | 300.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $1.1M | -31% | 9.8k | 110.35 |
|
| Clear Secure Com Cl A (YOU) | 0.2 | $1.1M | +12% | 37k | 29.09 |
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| Marriott Intl Cl A (MAR) | 0.2 | $1.0M | 3.7k | 282.28 |
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| American Electric Power Company (AEP) | 0.2 | $1.0M | +7% | 9.9k | 106.03 |
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| Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) | 0.2 | $1.0M | -12% | 26k | 40.65 |
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| Mister Car Wash (MCW) | 0.2 | $1.0M | +21% | 152k | 6.82 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | +7% | 4.7k | 219.35 |
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| Dollar General (DG) | 0.2 | $1.0M | 9.1k | 112.26 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $1.0M | +33% | 22k | 46.10 |
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| Genco Shipping & Trading SHS (GNK) | 0.2 | $997k | +9% | 68k | 14.71 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $984k | +7% | 2.5k | 388.80 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $983k | +46% | 3.4k | 288.99 |
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| UnitedHealth (UNH) | 0.1 | $977k | -20% | 3.3k | 299.51 |
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| Nuveen Churchill Direct Lend Com Shs (NCDL) | 0.1 | $965k | 57k | 17.01 |
|
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $964k | 88k | 10.91 |
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| Intuit (INTU) | 0.1 | $963k | +96% | 1.3k | 749.53 |
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| FedEx Corporation (FDX) | 0.1 | $951k | +2% | 4.0k | 238.74 |
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| Ge Aerospace Com New (GE) | 0.1 | $937k | +6% | 3.7k | 252.54 |
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| Emcor (EME) | 0.1 | $935k | +3% | 1.7k | 547.56 |
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| Honeywell International (HON) | 0.1 | $931k | +20% | 3.9k | 236.95 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $925k | +102% | 3.7k | 248.86 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $924k | +11% | 2.0k | 464.38 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $923k | NEW | 3.3k | 281.64 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.1 | $921k | +108% | 29k | 31.86 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $915k | +54% | 38k | 24.27 |
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| Enbridge (ENB) | 0.1 | $914k | -2% | 21k | 44.49 |
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| Capri Holdings SHS (CPRI) | 0.1 | $914k | +26% | 46k | 19.74 |
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| Palmer Square Funds Trust Cr Opportunities (PSQO) | 0.1 | $912k | +8% | 45k | 20.50 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $901k | -2% | 16k | 57.35 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $901k | 2.6k | 340.92 |
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| General Motors Company (GM) | 0.1 | $900k | 17k | 53.15 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $888k | +3% | 18k | 50.61 |
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| Abbott Laboratories (ABT) | 0.1 | $876k | +9% | 6.6k | 133.59 |
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| Thor Industries (THO) | 0.1 | $876k | +25% | 9.3k | 94.61 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $866k | +4% | 4.4k | 197.34 |
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| Prudential Financial (PRU) | 0.1 | $864k | +3% | 8.1k | 107.14 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $860k | 20k | 42.51 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $847k | +98% | 34k | 24.78 |
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| Golub Capital BDC (GBDC) | 0.1 | $839k | +11% | 56k | 15.09 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $828k | +116% | 26k | 32.03 |
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| Doordash Cl A (DASH) | 0.1 | $828k | NEW | 3.5k | 238.24 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $826k | +2% | 10k | 80.96 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $819k | +5% | 11k | 73.44 |
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| Goldman Sachs (GS) | 0.1 | $804k | +78% | 1.1k | 709.17 |
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| Motorola Solutions Com New (MSI) | 0.1 | $797k | +156% | 1.9k | 417.72 |
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| Steel Dynamics (STLD) | 0.1 | $796k | -17% | 5.8k | 137.38 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $792k | +2% | 2.5k | 313.65 |
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| Hartford Financial Services (HIG) | 0.1 | $778k | +14% | 6.4k | 121.95 |
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| Wells Fargo & Company (WFC) | 0.1 | $773k | +11% | 9.4k | 82.35 |
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| Lennar Corp Cl A (LEN) | 0.1 | $770k | +2% | 6.6k | 116.44 |
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| Synopsys (SNPS) | 0.1 | $763k | +9% | 1.3k | 565.94 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $763k | 16k | 46.39 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $762k | -38% | 7.6k | 100.74 |
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| Harbor Etf Trust Internatnal Comp (OSEA) | 0.1 | $760k | 26k | 29.58 |
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| Walt Disney Company (DIS) | 0.1 | $754k | +52% | 6.2k | 121.56 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $745k | -17% | 30k | 25.10 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $739k | +2% | 14k | 53.36 |
|
| Kinder Morgan (KMI) | 0.1 | $736k | +3% | 27k | 27.79 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $734k | +128% | 11k | 64.17 |
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| TJX Companies (TJX) | 0.1 | $730k | -77% | 5.9k | 124.18 |
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| Nextera Energy (NEE) | 0.1 | $730k | +3% | 9.8k | 74.53 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $728k | NEW | 36k | 20.46 |
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| Gilead Sciences (GILD) | 0.1 | $722k | +33% | 6.3k | 114.55 |
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| Lowe's Companies (LOW) | 0.1 | $717k | +10% | 3.1k | 227.92 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $717k | 1.00 | 717180.00 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $716k | +97% | 2.5k | 287.52 |
|
| Strategic Trust Running Gwth Etf (RUNN) | 0.1 | $711k | 21k | 34.19 |
|
|
| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.1 | $710k | 21k | 33.48 |
|
|
| Vaneck Bitcoin Etf Sh Ben Int (HODL) | 0.1 | $693k | +108% | 22k | 32.11 |
|
| Owens Corning (OC) | 0.1 | $690k | -8% | 4.6k | 150.23 |
|
| Harbor Etf Trust Human Cap Large (HAPI) | 0.1 | $690k | 18k | 38.45 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $688k | NEW | 28k | 24.50 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $687k | +32% | 7.2k | 96.04 |
|
| Federal Signal Corporation (FSS) | 0.1 | $679k | -57% | 6.0k | 113.08 |
|
| Republic Services (RSG) | 0.1 | $678k | -80% | 2.8k | 240.10 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $675k | 1.0k | 674.58 |
|
|
| Stellantis SHS (STLA) | 0.1 | $669k | +39% | 65k | 10.37 |
|
| Prologis (PLD) | 0.1 | $665k | +8% | 6.1k | 108.35 |
|
| Etf Opportunities Trust Smi 3fourteen Fu (FCTE) | 0.1 | $663k | 25k | 26.52 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $663k | +45% | 1.9k | 357.91 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $652k | -8% | 11k | 60.10 |
|
| Legalzoom (LZ) | 0.1 | $639k | +22% | 70k | 9.17 |
|
| Advanced Micro Devices (AMD) | 0.1 | $623k | +13% | 4.3k | 143.71 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $622k | +4% | 6.6k | 93.65 |
|
| Etf Ser Solutions Distillate Us (DSTL) | 0.1 | $618k | -4% | 11k | 56.50 |
|
| Skyworks Solutions (SWKS) | 0.1 | $618k | NEW | 8.0k | 77.70 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $611k | -6% | 13k | 48.94 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $610k | 8.5k | 71.81 |
|
|
| Arrow Electronics (ARW) | 0.1 | $606k | NEW | 4.6k | 133.24 |
|
| Palo Alto Networks (PANW) | 0.1 | $604k | +12% | 3.1k | 192.30 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $598k | +6% | 13k | 47.57 |
|
| Eversource Energy (ES) | 0.1 | $597k | -8% | 9.0k | 66.11 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $589k | 24k | 24.63 |
|
|
| Cardinal Health (CAH) | 0.1 | $588k | +92% | 3.6k | 162.20 |
|
| Fifth Third Ban (FITB) | 0.1 | $587k | +4% | 13k | 44.04 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $586k | +31% | 1.4k | 428.72 |
|
| Cintas Corporation (CTAS) | 0.1 | $579k | -82% | 2.7k | 216.56 |
|
| Harbor Etf Trust Disciplined Bond (AGGS) | 0.1 | $570k | -2% | 14k | 40.87 |
|
| Uber Technologies (UBER) | 0.1 | $568k | +10% | 5.9k | 96.41 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $567k | +26% | 19k | 29.43 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $562k | 7.4k | 76.42 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $560k | NEW | 24k | 23.61 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $560k | 4.3k | 129.85 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $560k | -11% | 5.0k | 110.97 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $558k | +3% | 5.2k | 106.33 |
|
| Cadence Design Systems (CDNS) | 0.1 | $557k | +11% | 1.7k | 322.66 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $553k | 5.2k | 105.39 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $553k | NEW | 5.6k | 98.31 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $551k | -4% | 11k | 49.86 |
|
| Stryker Corporation (SYK) | 0.1 | $550k | +6% | 1.4k | 394.32 |
|
| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.1 | $549k | 5.2k | 105.64 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $548k | -6% | 5.5k | 100.47 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.1 | $539k | NEW | 23k | 23.57 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $535k | 5.0k | 106.44 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $532k | 15k | 35.42 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $527k | +2% | 4.5k | 118.18 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.1 | $527k | NEW | 28k | 18.67 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $527k | +13% | 6.6k | 80.13 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $527k | -6% | 12k | 45.90 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $518k | +22% | 7.1k | 73.10 |
|
| Spdr Series Trust Aerospace Def (XAR) | 0.1 | $517k | NEW | 2.5k | 209.74 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $517k | +4% | 2.8k | 182.23 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $515k | +59% | 5.5k | 93.04 |
|
| O'reilly Automotive (ORLY) | 0.1 | $514k | +1414% | 5.6k | 92.38 |
|
| Norfolk Southern (NSC) | 0.1 | $509k | +10% | 1.9k | 263.15 |
|
| Medtronic SHS (MDT) | 0.1 | $509k | +10% | 5.7k | 89.39 |
|
| Gartner (IT) | 0.1 | $507k | +2% | 1.3k | 387.78 |
|
| Public Service Enterprise (PEG) | 0.1 | $506k | +3% | 6.2k | 82.14 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $500k | -26% | 1.0k | 479.33 |
|
| McKesson Corporation (MCK) | 0.1 | $499k | 697.00 | 716.22 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $486k | NEW | 4.6k | 106.64 |
|
| Hubbell (HUBB) | 0.1 | $478k | 1.1k | 422.23 |
|
|
| Moody's Corporation (MCO) | 0.1 | $474k | +10% | 937.00 | 505.70 |
|
| Morgan Stanley Com New (MS) | 0.1 | $470k | +71% | 3.3k | 142.74 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $470k | 13k | 36.21 |
|
|
| Cigna Corp (CI) | 0.1 | $464k | NEW | 1.5k | 308.84 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $461k | -7% | 8.7k | 52.71 |
|
| Emerson Electric (EMR) | 0.1 | $454k | +9% | 3.2k | 140.66 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) | 0.1 | $450k | +38% | 12k | 36.95 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $443k | -52% | 909.00 | 487.37 |
|
| Constellation Energy (CEG) | 0.1 | $441k | +18% | 1.4k | 313.62 |
|
| Aim Etf Products Trust Us Larcp B10 May (MAYT) | 0.1 | $441k | +33% | 13k | 35.00 |
|
| Galaxy Digital Cl A | 0.1 | $440k | NEW | 22k | 20.41 |
|
| Dupont De Nemours (DD) | 0.1 | $440k | +30% | 5.8k | 76.13 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $437k | NEW | 4.7k | 93.61 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $432k | +2% | 33k | 13.25 |
|
| Analog Devices (ADI) | 0.1 | $429k | +3% | 1.8k | 245.13 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $429k | NEW | 18k | 23.56 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $428k | +19% | 6.6k | 64.50 |
|
| Servicenow (NOW) | 0.1 | $427k | +36% | 441.00 | 968.09 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.1 | $427k | NEW | 3.8k | 113.04 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $422k | +18% | 15k | 28.20 |
|
| Nike CL B (NKE) | 0.1 | $415k | NEW | 5.6k | 74.62 |
|
| Nucor Corporation (NUE) | 0.1 | $414k | 2.9k | 143.31 |
|
|
| CMS Energy Corporation (CMS) | 0.1 | $413k | 5.9k | 70.54 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $413k | 1.7k | 246.55 |
|
|
| Pacer Fds Tr Pac Asset Fltg (FLRT) | 0.1 | $412k | +42% | 8.7k | 47.51 |
|
| Vanguard World Mega Cap Index (MGC) | 0.1 | $411k | 1.8k | 227.44 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $411k | +3% | 3.3k | 125.28 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $411k | NEW | 17k | 24.16 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $408k | 856.00 | 476.14 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $407k | +24% | 4.3k | 95.15 |
|
| Ameriprise Financial (AMP) | 0.1 | $405k | -86% | 746.00 | 542.59 |
|
| Boeing Company (BA) | 0.1 | $405k | NEW | 1.8k | 226.09 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $404k | NEW | 12k | 33.44 |
|
| Pulte (PHM) | 0.1 | $404k | +6% | 3.5k | 115.15 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $402k | +52% | 7.0k | 57.05 |
|
| Innovator Etfs Trust Equity Defined P (JAJL) | 0.1 | $401k | -7% | 14k | 28.21 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $397k | -2% | 2.3k | 175.72 |
|
| Zscaler Incorporated (ZS) | 0.1 | $395k | NEW | 1.3k | 296.18 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $395k | 1.1k | 356.25 |
|
|
| Howmet Aerospace (HWM) | 0.1 | $390k | -14% | 2.2k | 178.56 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $388k | 3.4k | 115.16 |
|
|
| Innovator Etfs Trust Equity Defined P (APOC) | 0.1 | $387k | 15k | 25.60 |
|
|
| Casey's General Stores (CASY) | 0.1 | $381k | +3% | 727.00 | 523.60 |
|
| Liberty Global Com Cl A (LBTYA) | 0.1 | $379k | +7% | 37k | 10.23 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $377k | +29% | 7.1k | 53.11 |
|
| Ishares Tr Exponential Tech (XT) | 0.1 | $377k | 5.7k | 66.09 |
|
|
| Cummins (CMI) | 0.1 | $377k | +4% | 1.1k | 340.03 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $376k | +7% | 8.3k | 45.49 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $375k | 12k | 31.56 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $373k | +6% | 2.3k | 158.80 |
|
| Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) | 0.1 | $372k | 9.4k | 39.48 |
|
|
| Corecivic (CXW) | 0.1 | $369k | 17k | 22.23 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $369k | -3% | 7.4k | 49.66 |
|
| Automatic Data Processing (ADP) | 0.1 | $362k | +3% | 1.2k | 305.84 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $362k | -3% | 25k | 14.62 |
|
| Etf Ser Solutions Mcelhenny Shefld (MSMR) | 0.1 | $360k | -30% | 12k | 31.44 |
|
| Danaher Corporation (DHR) | 0.1 | $359k | +8% | 1.7k | 205.35 |
|
| Valero Energy Corporation (VLO) | 0.1 | $357k | -7% | 2.3k | 154.83 |
|
| Sila Realty Trust Common Stock (SILA) | 0.1 | $354k | 15k | 23.66 |
|
|
| Vaneck Etf Trust India Growth Ldr (GLIN) | 0.1 | $351k | NEW | 7.4k | 47.38 |
|
| United Parcel Service CL B (UPS) | 0.1 | $351k | +5% | 3.4k | 102.91 |
|
| BP Sponsored Adr (BP) | 0.1 | $351k | 11k | 31.52 |
|
|
| Limbach Hldgs (LMB) | 0.1 | $348k | NEW | 2.3k | 149.22 |
|
| UGI Corporation (UGI) | 0.1 | $346k | -9% | 9.7k | 35.80 |
|
| Vaneck Etf Trust Digital India Et (DGIN) | 0.1 | $343k | NEW | 7.9k | 43.47 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $341k | +15% | 663.00 | 514.15 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $339k | +3% | 1.7k | 202.96 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $338k | +15% | 789.00 | 428.69 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $338k | 1.3k | 266.00 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $331k | +7% | 6.8k | 48.52 |
|
| Innovator Etfs Trust Prem Inc 20 Barr (JULH) | 0.1 | $330k | +36% | 13k | 24.87 |
|
| Hershey Company (HSY) | 0.0 | $325k | +20% | 2.0k | 164.59 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $321k | 6.4k | 50.56 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $320k | NEW | 1.4k | 229.76 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $319k | +3% | 18k | 17.56 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $315k | +3% | 4.7k | 67.15 |
|
| Target Corporation (TGT) | 0.0 | $311k | +6% | 3.0k | 104.73 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $307k | -20% | 1.2k | 251.66 |
|
| Ge Vernova (GEV) | 0.0 | $306k | NEW | 568.00 | 539.36 |
|
| Marvell Technology (MRVL) | 0.0 | $305k | NEW | 4.2k | 73.35 |
|
| CF Industries Holdings (CF) | 0.0 | $303k | 3.2k | 95.76 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $301k | -90% | 2.9k | 103.84 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $300k | NEW | 7.0k | 42.87 |
|
| Wp Carey (WPC) | 0.0 | $299k | 4.8k | 62.48 |
|
|
| Travelers Companies (TRV) | 0.0 | $299k | NEW | 1.2k | 256.01 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $298k | NEW | 11k | 26.23 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $298k | -11% | 1.5k | 198.15 |
|
| Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.0 | $297k | -2% | 8.0k | 37.29 |
|
| Citizens Financial (CFG) | 0.0 | $295k | 6.2k | 47.89 |
|
|
| Pure Storage Cl A (PSTG) | 0.0 | $293k | -16% | 5.1k | 57.58 |
|
| Crown Castle Intl (CCI) | 0.0 | $291k | 2.8k | 103.98 |
|
|
| Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) | 0.0 | $288k | -10% | 6.4k | 45.07 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $288k | -5% | 3.3k | 88.56 |
|
| Micron Technology (MU) | 0.0 | $288k | NEW | 2.3k | 123.11 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $282k | NEW | 5.0k | 56.62 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.0 | $280k | 8.7k | 32.01 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $279k | +7% | 1.1k | 253.71 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.0 | $278k | 7.4k | 37.75 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $277k | 5.6k | 49.88 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $272k | NEW | 2.2k | 120.95 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $271k | -8% | 1.5k | 184.93 |
|
| Union Pacific Corporation (UNP) | 0.0 | $271k | -5% | 1.1k | 236.89 |
|
| American Water Works (AWK) | 0.0 | $268k | +6% | 1.9k | 142.68 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $267k | 1.8k | 152.72 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.0 | $266k | -3% | 5.2k | 51.27 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $265k | -14% | 5.4k | 49.23 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $264k | NEW | 7.6k | 34.60 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $263k | NEW | 7.0k | 37.72 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $263k | NEW | 709.00 | 371.19 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $262k | 2.2k | 117.95 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $260k | NEW | 1.2k | 224.40 |
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.0 | $260k | NEW | 2.2k | 119.07 |
|
| Wisdomtree Tr Internationl Efi (NTSI) | 0.0 | $257k | -22% | 6.3k | 41.04 |
|
| Fiserv (FI) | 0.0 | $255k | +12% | 1.5k | 169.72 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $255k | 1.2k | 207.25 |
|
|
| Microstrategy Cl A New (MSTR) | 0.0 | $253k | NEW | 600.00 | 421.58 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $253k | NEW | 6.2k | 40.71 |
|
| Strategy Day Hagan Smart (SSUS) | 0.0 | $253k | 5.6k | 45.43 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $252k | +3% | 1.1k | 238.60 |
|
| Rocket Lab Corp | 0.0 | $252k | NEW | 6.4k | 39.10 |
|
| Innovator Etfs Trust Us Eqty Ultra B (UDEC) | 0.0 | $250k | -6% | 6.8k | 36.66 |
|
| Illinois Tool Works (ITW) | 0.0 | $249k | NEW | 951.00 | 262.16 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $249k | 2.4k | 102.58 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $248k | NEW | 704.00 | 351.81 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $246k | NEW | 15k | 16.74 |
|
| Anthem (ELV) | 0.0 | $245k | +4% | 707.00 | 345.90 |
|
| Carrier Global Corporation (CARR) | 0.0 | $243k | NEW | 3.2k | 76.78 |
|
| Innovator Etfs Trust Prem Incm 20 Bar (APRH) | 0.0 | $243k | -2% | 9.8k | 24.76 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $242k | -12% | 4.4k | 54.96 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $242k | NEW | 1.8k | 131.92 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $242k | +15% | 2.6k | 93.24 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $242k | NEW | 3.9k | 62.23 |
|
| Phillips 66 (PSX) | 0.0 | $238k | NEW | 1.8k | 134.36 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $236k | 4.7k | 50.52 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $233k | NEW | 1.6k | 144.53 |
|
| Aim Etf Products Trust Us Lagcp B20 May (MAYW) | 0.0 | $233k | +3% | 7.2k | 32.27 |
|
| Dimensional Etf Trust International (DFSI) | 0.0 | $231k | NEW | 5.8k | 39.63 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $230k | -3% | 1.2k | 185.78 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UJUN) | 0.0 | $226k | NEW | 6.3k | 35.70 |
|
| Innovator Etfs Trust U S Eq 10 Buffer (ZALT) | 0.0 | $225k | NEW | 7.3k | 31.03 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) | 0.0 | $224k | NEW | 6.7k | 33.30 |
|
| Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.0 | $224k | -8% | 3.3k | 68.31 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $224k | 1.3k | 172.13 |
|
|
| Twilio Cl A (TWLO) | 0.0 | $223k | -71% | 1.9k | 117.40 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIM) | 0.0 | $222k | NEW | 5.3k | 42.18 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $221k | 3.4k | 65.12 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $220k | -9% | 378.00 | 582.75 |
|
| Sei Exchange Traded Funds Enhanced Us Lrg (SEIV) | 0.0 | $220k | NEW | 6.1k | 36.33 |
|
| Liberty Global Com Cl C (LBTYK) | 0.0 | $215k | -2% | 20k | 10.52 |
|
| Itron (ITRI) | 0.0 | $214k | NEW | 1.6k | 135.54 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $214k | -10% | 3.3k | 65.31 |
|
| Key (KEY) | 0.0 | $213k | -25% | 12k | 18.49 |
|
| Ubiquiti (UI) | 0.0 | $212k | NEW | 529.00 | 399.76 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $211k | -11% | 4.0k | 52.48 |
|
| DNP Select Income Fund (DNP) | 0.0 | $210k | -6% | 22k | 9.70 |
|
| Aim Etf Products Trust Us Lrgcp B10 Jan (JANT) | 0.0 | $208k | NEW | 5.5k | 38.08 |
|
| Quanta Services (PWR) | 0.0 | $208k | NEW | 547.00 | 380.09 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $207k | 6.0k | 34.55 |
|
|
| Progressive Corporation (PGR) | 0.0 | $207k | -92% | 829.00 | 249.39 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $205k | NEW | 2.1k | 98.70 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $204k | NEW | 3.3k | 62.66 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 0.0 | $204k | NEW | 2.1k | 96.60 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $203k | NEW | 2.2k | 93.45 |
|
| Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.0 | $202k | -11% | 6.4k | 31.77 |
|
| Peak (DOC) | 0.0 | $198k | -26% | 11k | 18.54 |
|
| Ford Motor Company (F) | 0.0 | $195k | -44% | 16k | 11.91 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $181k | NEW | 17k | 10.78 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $172k | NEW | 10k | 16.77 |
|
| Global Net Lease Com New (GNL) | 0.0 | $129k | 17k | 7.60 |
|
|
| Gabelli Utility Trust (GUT) | 0.0 | $99k | 16k | 6.03 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $66k | -9% | 11k | 5.91 |
|
| Myomo Com New (MYO) | 0.0 | $46k | 21k | 2.19 |
|
|
| Airship Ai Hldgs *w Exp 12/21/202 (AISPW) | 0.0 | $23k | 13k | 1.84 |
|
Past Filings by Accurate Wealth Management
SEC 13F filings are viewable for Accurate Wealth Management going back to 2021
- 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
- Accurate Wealth Management 2021 Q3 filed Oct. 22, 2021