Accurate Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    wesley chapel, FL
  • Num holdings

    376

  • Value ($000)

    $521,108

  • Date Filed
    01/14/2025
  • Form type
    13F-HR
  • CIK
    0001877728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CLIP
CLIP

GLOBAL X FDS

1-3 MONTH T-BILL
37960A438
$24.72M
5 %

246,659

AAPL
AAPL

APPLE INC

COM
037833100
$23.97M
5 %

101,203

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$17.65M
3 %

30,404

TSLA
TSLA

TESLA INC

COM
88160R101
$13.00M
3 %

32,929

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.60M
2 %

85,323

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$11.58M
2 %

126,454

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.25M
2 %

24,467

AMZN
AMZN

AMAZON COM INC

COM
023135106
$8.73M
2 %

39,976

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$8.02M
2 %

79,822

XLY
XLY

SELECT SECTOR SPDR TR

SBI CONS DISCR
81369Y407
$7.98M
2 %

36,145

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