Accurate Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    wesley chapel, FL
  • CIK
    0001877728
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

376

$521.11M
CLIP, AAPL, SPY, TSLA
13F-HR
Jan 14, 2025
000175496025000019

378

$497.84M
CLIP, AAPL, NDQ, NVDA
13F-HR
Oct 17, 2024
000175496024000509

326

$416.99M
AAPL, NDQ, NVDA, MSFT
13F-HR
Jul 17, 2024
000175496024000271

288

$342.35M
AAPL, KRE, XOM, MSFT
13F-HR
Apr 23, 2024
000175496024000170

273

$321.59M
NDQ, AAPL, TSLA, ZECP
13F-HR
Jan 12, 2024
000175496024000022

270

$318.78M
AAPL, XLE, TSLA, XLC
13F-HR
Oct 23, 2023
000175496023000288

271

$320.61M
NDQ, AAPL, XLC, TSLA
13F-HR
Jul 24, 2023
000175496023000205

247

$290.06M
NDQ, XLC, VTI, AAPL
13F-HR
Apr 13, 2023
000175496023000100

1,588

$271.73M
GQ9, SHY, USDU, SGOV
13F-HR
Jan 11, 2023
000175496023000010

183

$239.81M
GQ9, USDU, SHY, TSLA
13F-HR
Nov 14, 2022
000175496022000310

156

$183.96M
GQ9, SGOV, SHY, USDU
13F-HR
Aug 4, 2022
000175496022000214

177

$223.20M
NDQ, GQ9, SHY, USDU
13F-HR
May 10, 2022
000175496022000135

140

$122.39M
IEF, XLK, XLV, AAPL
13F-HR
Feb 8, 2022
000175496022000059

138

$114.87M
IEF, XLK, XLV, IBB
13F-HR
Oct 22, 2021
000175496021000198

132

$113.76M
NDQ, XLE, AAPL, IWM
13F-HR
Aug 25, 2021
000175496021000164
Accurate Wealth Management, Llc 13F Filings