Accurate Wealth Management
Latest statistics and disclosures from Accurate Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, AAPL, TSLA, ZECP, MSFT, and represent 17.77% of Accurate Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$16M), ITA (+$7.2M), XLK (+$5.6M), XLF (+$5.5M), ITOT, HIG, HWM, DRI, CI, WRB.
- Started 24 new stock positions in FVRR, HSCS, VRTX, HAL, UBER, XYLD, COIN, PHM, SCHA, HIG. MCO, GL, ITA, WRB, GBIL, HWM, ZM, SQ, CRWD, XLF, DRI, TGT, CI, NTNX.
- Reduced shares in these 10 stocks: XLE (-$8.8M), XLC (-$8.1M), HDV (-$7.2M), BIL (-$6.9M), SGOV (-$6.8M), GLD, BSX, MSI, BRK.B, KO.
- Sold out of its positions in CME, CVS, Canopy Gro, DTM, FICO, FDX, IP, SPLV, IGSB, HDV. SGOV, JEPI, MCK, NDAQ, PNW, SPAB, SPTS, SLB, SCHO, VLY, BSV.
- Accurate Wealth Management was a net seller of stock by $-16M.
- Accurate Wealth Management has $322M in assets under management (AUM), dropping by 0.88%.
- Central Index Key (CIK): 0001877728
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Accurate Wealth Management holds 273 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $18M | +663% | 45k | 409.35 |
|
Apple (AAPL) | 4.9 | $16M | -3% | 85k | 185.55 |
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Tesla Motors (TSLA) | 2.5 | $7.9M | 35k | 227.22 |
|
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Zacks Trust Earngs Constant (ZECP) | 2.4 | $7.7M | 294k | 26.20 |
|
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Microsoft Corporation (MSFT) | 2.3 | $7.4M | -7% | 19k | 384.62 |
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Ishares Tr Us Aer Def Etf (ITA) | 2.2 | $7.2M | NEW | 59k | 121.47 |
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Select Sector Spdr Tr Technology (XLK) | 2.0 | $6.3M | +721% | 33k | 191.62 |
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Exxon Mobil Corporation (XOM) | 1.9 | $6.1M | 62k | 98.67 |
|
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Select Sector Spdr Tr Financial (XLF) | 1.7 | $5.5M | NEW | 147k | 37.67 |
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Amazon (AMZN) | 1.6 | $5.2M | -4% | 33k | 154.72 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $4.4M | +1740% | 42k | 105.05 |
|
JPMorgan Chase & Co. (JPM) | 1.3 | $4.3M | -3% | 25k | 170.30 |
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NVIDIA Corporation (NVDA) | 1.3 | $4.3M | -3% | 7.8k | 548.25 |
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Visa Com Cl A (V) | 1.3 | $4.2M | -5% | 16k | 264.03 |
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Procter & Gamble Company (PG) | 1.3 | $4.1M | -2% | 27k | 150.51 |
|
Aon Shs Cl A (AON) | 1.2 | $4.0M | 13k | 298.61 |
|
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.9M | 8.2k | 476.34 |
|
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McDonald's Corporation (MCD) | 1.2 | $3.9M | +134% | 13k | 294.16 |
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UnitedHealth (UNH) | 1.2 | $3.8M | -2% | 7.1k | 539.70 |
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Mastercard Incorporated Cl A (MA) | 1.1 | $3.5M | -2% | 8.3k | 426.70 |
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Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $3.3M | -3% | 33k | 98.92 |
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Chevron Corporation (CVX) | 1.0 | $3.1M | +2% | 22k | 145.28 |
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Hartford Financial Services (HIG) | 0.9 | $3.0M | NEW | 36k | 82.79 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $2.9M | 42k | 69.74 |
|
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Marsh & McLennan Companies (MMC) | 0.9 | $2.9M | -2% | 15k | 192.86 |
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Howmet Aerospace (HWM) | 0.9 | $2.8M | NEW | 51k | 55.51 |
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Yum! Brands (YUM) | 0.9 | $2.8M | -3% | 22k | 129.00 |
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TJX Companies (TJX) | 0.9 | $2.8M | 29k | 95.25 |
|
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Waste Management (WM) | 0.8 | $2.7M | -3% | 15k | 179.22 |
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Home Depot (HD) | 0.8 | $2.6M | -7% | 7.4k | 356.53 |
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Ishares Tr National Mun Etf (MUB) | 0.8 | $2.6M | -4% | 24k | 108.58 |
|
Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.6M | -6% | 8.3k | 312.52 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $2.5M | -7% | 9.3k | 272.15 |
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Republic Services (RSG) | 0.8 | $2.5M | 15k | 163.93 |
|
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Chubb (CB) | 0.8 | $2.5M | -3% | 11k | 227.70 |
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Darden Restaurants (DRI) | 0.7 | $2.3M | NEW | 15k | 159.99 |
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Paychex (PAYX) | 0.7 | $2.3M | 20k | 119.14 |
|
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O'reilly Automotive (ORLY) | 0.7 | $2.3M | 2.5k | 944.45 |
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Cigna Corp (CI) | 0.7 | $2.2M | NEW | 7.3k | 307.40 |
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W.R. Berkley Corporation (WRB) | 0.7 | $2.2M | NEW | 31k | 72.88 |
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Anthem (ELV) | 0.7 | $2.2M | -3% | 4.5k | 482.32 |
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Globe Life (GL) | 0.7 | $2.1M | NEW | 18k | 119.89 |
|
Meta Platforms Cl A (META) | 0.7 | $2.1M | +5% | 5.7k | 369.64 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $2.1M | -10% | 15k | 142.08 |
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Cisco Systems (CSCO) | 0.6 | $2.0M | +5% | 40k | 50.44 |
|
Altria (MO) | 0.6 | $2.0M | -2% | 48k | 41.60 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $2.0M | -11% | 14k | 143.67 |
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Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.6 | $1.9M | -7% | 58k | 32.81 |
|
Midland Sts Bancorp Inc Ill (MSBI) | 0.6 | $1.9M | 71k | 26.15 |
|
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Abbvie (ABBV) | 0.6 | $1.8M | -3% | 11k | 163.76 |
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Arch Resources Cl A (ARCH) | 0.6 | $1.8M | +7% | 11k | 168.88 |
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Intuitive Surgical Com New (ISRG) | 0.6 | $1.8M | 5.0k | 362.31 |
|
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Eli Lilly & Co. (LLY) | 0.6 | $1.8M | -5% | 2.8k | 635.82 |
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Broadcom (AVGO) | 0.6 | $1.8M | -8% | 1.6k | 1100.16 |
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ConocoPhillips (COP) | 0.5 | $1.6M | 15k | 111.00 |
|
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.6M | +238% | 11k | 156.40 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.6M | -62% | 4.5k | 363.31 |
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Pepsi (PEP) | 0.5 | $1.6M | -56% | 9.6k | 166.13 |
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Johnson & Johnson (JNJ) | 0.5 | $1.6M | -6% | 9.9k | 161.15 |
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Caterpillar (CAT) | 0.5 | $1.6M | +3% | 5.4k | 292.08 |
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Vanguard Index Fds Value Etf (VTV) | 0.5 | $1.5M | -15% | 10k | 149.36 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.5 | $1.5M | 32k | 46.19 |
|
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Merck & Co (MRK) | 0.5 | $1.5M | -13% | 12k | 118.43 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.5M | 6.2k | 237.09 |
|
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Dow (DOW) | 0.4 | $1.4M | 26k | 53.64 |
|
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.4M | +73% | 18k | 77.46 |
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Servicenow (NOW) | 0.4 | $1.4M | +5% | 1.9k | 726.46 |
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Wal-Mart Stores (WMT) | 0.4 | $1.4M | -19% | 8.4k | 161.11 |
|
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $1.3M | -24% | 17k | 77.62 |
|
Verizon Communications (VZ) | 0.4 | $1.3M | -6% | 34k | 37.90 |
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PNC Financial Services (PNC) | 0.4 | $1.2M | +2% | 7.9k | 152.53 |
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Southern Company (SO) | 0.4 | $1.2M | 17k | 70.58 |
|
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Applied Materials (AMAT) | 0.4 | $1.2M | 7.7k | 151.94 |
|
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $1.1M | +53% | 6.5k | 164.17 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1000k | -10% | 9.6k | 104.57 |
|
Rio Tinto Sponsored Adr (RIO) | 0.3 | $994k | +14% | 14k | 70.06 |
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Overseas Shipholding Group I Cl A New (OSG) | 0.3 | $988k | 192k | 5.14 |
|
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Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $979k | 23k | 42.29 |
|
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Philip Morris International (PM) | 0.3 | $956k | -5% | 10k | 95.15 |
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Bank of America Corporation (BAC) | 0.3 | $937k | -2% | 28k | 33.15 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $933k | -10% | 20k | 47.40 |
|
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN) | 0.3 | $929k | -9% | 27k | 34.49 |
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Marriott Intl Cl A (MAR) | 0.3 | $898k | -3% | 4.0k | 226.98 |
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International Business Machines (IBM) | 0.3 | $859k | +6% | 5.3k | 162.17 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $857k | +3% | 12k | 73.31 |
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Gartner (IT) | 0.3 | $855k | -18% | 1.9k | 444.66 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $854k | +4% | 35k | 24.21 |
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3M Company (MMM) | 0.3 | $849k | +23% | 7.8k | 108.93 |
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Amgen (AMGN) | 0.3 | $845k | -4% | 2.8k | 303.13 |
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Pfizer (PFE) | 0.3 | $841k | -16% | 30k | 28.40 |
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Lockheed Martin Corporation (LMT) | 0.3 | $824k | -8% | 1.8k | 453.25 |
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Steel Dynamics (STLD) | 0.3 | $812k | 7.2k | 113.12 |
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MetLife (MET) | 0.2 | $797k | -2% | 12k | 69.30 |
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BlackRock (BLK) | 0.2 | $787k | -6% | 993.00 | 792.61 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $784k | 2.3k | 347.97 |
|
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $775k | -11% | 14k | 56.46 |
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General Dynamics Corporation (GD) | 0.2 | $760k | +7% | 3.0k | 249.95 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $741k | -13% | 13k | 56.05 |
|
Arthur J. Gallagher & Co. (AJG) | 0.2 | $737k | -6% | 3.2k | 232.00 |
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Coca-Cola Company (KO) | 0.2 | $732k | -77% | 12k | 59.81 |
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Fortinet (FTNT) | 0.2 | $715k | -19% | 12k | 62.25 |
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Royal Caribbean Cruises (RCL) | 0.2 | $699k | -49% | 5.7k | 123.42 |
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At&t (T) | 0.2 | $688k | -4% | 42k | 16.23 |
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Qualcomm (QCOM) | 0.2 | $688k | -6% | 4.9k | 139.04 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $682k | +2% | 27k | 25.24 |
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Honeywell International (HON) | 0.2 | $673k | -2% | 3.3k | 201.70 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $660k | -51% | 13k | 51.79 |
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CSX Corporation (CSX) | 0.2 | $659k | -6% | 19k | 34.57 |
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Owens Corning (OC) | 0.2 | $649k | +5% | 4.3k | 150.31 |
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L3harris Technologies (LHX) | 0.2 | $648k | -2% | 3.2k | 202.92 |
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Lowe's Companies (LOW) | 0.2 | $628k | -4% | 2.9k | 220.17 |
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Texas Instruments Incorporated (TXN) | 0.2 | $624k | -5% | 3.8k | 165.58 |
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Deere & Company (DE) | 0.2 | $622k | -16% | 1.6k | 390.11 |
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Costco Wholesale Corporation (COST) | 0.2 | $608k | -10% | 902.00 | 673.60 |
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Prudential Financial (PRU) | 0.2 | $594k | -6% | 5.7k | 103.36 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $585k | -6% | 14k | 43.27 |
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West Fraser Timb (WFG) | 0.2 | $583k | -5% | 6.8k | 86.23 |
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Spdr Ser Tr Bloomberg High Y (JNK) | 0.2 | $582k | -24% | 6.1k | 94.99 |
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Nextera Energy (NEE) | 0.2 | $582k | +7% | 9.6k | 60.72 |
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Freeport-mcmoran CL B (FCX) | 0.2 | $571k | +27% | 14k | 41.03 |
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Abbott Laboratories (ABT) | 0.2 | $550k | 4.8k | 113.50 |
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Nucor Corporation (NUE) | 0.2 | $550k | -16% | 3.3k | 168.19 |
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Select Sector Spdr Tr Energy (XLE) | 0.2 | $548k | -94% | 6.7k | 81.76 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $544k | 7.9k | 69.18 |
|
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $543k | 4.5k | 119.92 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $538k | -8% | 7.4k | 72.78 |
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United Parcel Service CL B (UPS) | 0.2 | $535k | -2% | 3.4k | 159.27 |
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Devon Energy Corporation (DVN) | 0.2 | $531k | -9% | 12k | 43.59 |
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.2 | $530k | 17k | 32.09 |
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Oracle Corporation (ORCL) | 0.2 | $525k | +41% | 5.0k | 104.77 |
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Advanced Micro Devices (AMD) | 0.2 | $525k | -5% | 3.5k | 148.02 |
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Intuit (INTU) | 0.2 | $513k | -6% | 843.00 | 608.71 |
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Cabot Oil & Gas Corporation (CTRA) | 0.2 | $509k | +67% | 20k | 25.18 |
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Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.2 | $506k | -3% | 17k | 29.62 |
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Gilead Sciences (GILD) | 0.2 | $503k | -6% | 5.9k | 85.39 |
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Marathon Petroleum Corp (MPC) | 0.2 | $496k | -9% | 3.2k | 155.39 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $482k | -90% | 2.6k | 187.87 |
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Cadence Design Systems (CDNS) | 0.1 | $480k | 1.8k | 266.72 |
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American Electric Power Company (AEP) | 0.1 | $471k | +7% | 5.9k | 80.40 |
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Nike CL B (NKE) | 0.1 | $470k | -19% | 4.4k | 105.89 |
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Adobe Systems Incorporated (ADBE) | 0.1 | $464k | -50% | 777.00 | 597.49 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $462k | -20% | 4.9k | 94.71 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $462k | +8% | 7.9k | 58.41 |
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Lamb Weston Hldgs (LW) | 0.1 | $462k | 4.3k | 107.18 |
|
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $462k | -15% | 9.7k | 47.55 |
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Netflix (NFLX) | 0.1 | $460k | -6% | 935.00 | 492.23 |
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Duke Energy Corp Com New (DUK) | 0.1 | $454k | -6% | 4.7k | 97.16 |
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Raytheon Technologies Corp (RTX) | 0.1 | $453k | -37% | 5.3k | 85.32 |
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Valero Energy Corporation (VLO) | 0.1 | $453k | -3% | 3.5k | 128.01 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $449k | -33% | 8.8k | 51.00 |
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Vanguard World Mega Grwth Ind (MGK) | 0.1 | $449k | 1.7k | 261.10 |
|
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $448k | 5.2k | 85.48 |
|
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Cal Maine Foods Com New (CALM) | 0.1 | $445k | +79% | 8.2k | 54.24 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $442k | -10% | 915.00 | 482.83 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $440k | +19% | 1.4k | 305.22 |
|
Us Bancorp Del Com New (USB) | 0.1 | $436k | -6% | 10k | 42.82 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $434k | -94% | 4.7k | 91.56 |
|
Zoetis Cl A (ZTS) | 0.1 | $419k | -3% | 2.1k | 196.71 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $418k | +13% | 6.4k | 65.46 |
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Union Pacific Corporation (UNP) | 0.1 | $414k | -16% | 1.8k | 236.43 |
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Ford Motor Company (F) | 0.1 | $407k | +9% | 35k | 11.71 |
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salesforce (CRM) | 0.1 | $405k | -6% | 1.5k | 271.29 |
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BP Sponsored Adr (BP) | 0.1 | $403k | 12k | 34.61 |
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Intel Corporation (INTC) | 0.1 | $400k | +14% | 8.4k | 47.64 |
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F.N.B. Corporation (FNB) | 0.1 | $400k | -19% | 30k | 13.49 |
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Unum (UNM) | 0.1 | $397k | -21% | 8.8k | 45.26 |
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Kinder Morgan (KMI) | 0.1 | $393k | -2% | 22k | 17.84 |
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Prologis (PLD) | 0.1 | $392k | 3.0k | 131.31 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $392k | 1.4k | 273.24 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $387k | -24% | 7.7k | 50.45 |
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Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $383k | NEW | 3.8k | 99.91 |
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American Express Company (AXP) | 0.1 | $381k | +10% | 2.1k | 185.03 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $375k | -4% | 4.5k | 83.62 |
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Hubbell (HUBB) | 0.1 | $372k | -11% | 1.1k | 327.67 |
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Medtronic SHS (MDT) | 0.1 | $371k | -7% | 4.3k | 87.09 |
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Synopsys (SNPS) | 0.1 | $362k | +5% | 726.00 | 498.46 |
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New York Community Ban (NYCB) | 0.1 | $362k | -18% | 36k | 10.15 |
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Fifth Third Ban (FITB) | 0.1 | $357k | -4% | 10k | 34.85 |
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Palo Alto Networks (PANW) | 0.1 | $356k | +31% | 1.1k | 323.49 |
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Emerson Electric (EMR) | 0.1 | $353k | -4% | 3.7k | 94.80 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $346k | -20% | 2.0k | 176.19 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $344k | -21% | 718.00 | 478.43 |
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Enbridge (ENB) | 0.1 | $336k | +2% | 9.2k | 36.62 |
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Blackstone Secd Lending Common Stock (BXSL) | 0.1 | $335k | 12k | 28.19 |
|
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Danaher Corporation (DHR) | 0.1 | $334k | -5% | 1.5k | 227.97 |
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Ishares Tr Exponential Tech (XT) | 0.1 | $333k | 5.7k | 58.26 |
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Select Sector Spdr Tr Communication (XLC) | 0.1 | $325k | -96% | 4.4k | 73.45 |
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Analog Devices (ADI) | 0.1 | $324k | -7% | 1.7k | 188.96 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $322k | 6.5k | 49.26 |
|
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Constellation Brands Cl A (STZ) | 0.1 | $320k | -9% | 1.2k | 257.43 |
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Boeing Company (BA) | 0.1 | $317k | +3% | 1.4k | 222.66 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $316k | 4.5k | 69.71 |
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Crown Castle Intl (CCI) | 0.1 | $315k | -12% | 2.8k | 112.72 |
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Block Cl A (SQ) | 0.1 | $314k | NEW | 4.6k | 67.87 |
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Arista Networks (ANET) | 0.1 | $312k | 1.2k | 251.74 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $308k | -13% | 1.8k | 170.18 |
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CF Industries Holdings (CF) | 0.1 | $298k | -4% | 3.8k | 78.78 |
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Metropcs Communications (TMUS) | 0.1 | $296k | +2% | 1.8k | 162.13 |
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $292k | -7% | 4.6k | 63.12 |
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Citigroup Com New (C) | 0.1 | $291k | -8% | 5.6k | 52.08 |
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Northrop Grumman Corporation (NOC) | 0.1 | $291k | -23% | 623.00 | 467.27 |
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Genco Shipping & Trading SHS (GNK) | 0.1 | $288k | 18k | 15.83 |
|
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Thermo Fisher Scientific (TMO) | 0.1 | $288k | -4% | 527.00 | 545.48 |
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Parker-Hannifin Corporation (PH) | 0.1 | $286k | -2% | 618.00 | 462.64 |
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Walt Disney Company (DIS) | 0.1 | $286k | -7% | 3.2k | 89.44 |
|
Mongodb Cl A (MDB) | 0.1 | $285k | +5% | 727.00 | 392.60 |
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Target Corporation (TGT) | 0.1 | $284k | NEW | 2.0k | 142.04 |
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Charles Schwab Corporation (SCHW) | 0.1 | $284k | -3% | 4.3k | 65.26 |
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Innovator Etfs Tr Prem Inc 20 Barr (JULH) | 0.1 | $282k | -17% | 11k | 25.03 |
|
Nutanix Cl A (NTNX) | 0.1 | $282k | NEW | 5.7k | 49.11 |
|
Halliburton Company (HAL) | 0.1 | $281k | NEW | 8.2k | 34.19 |
|
Bank of New York Mellon Corporation (BK) | 0.1 | $274k | -6% | 5.2k | 52.73 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $273k | -9% | 6.8k | 40.22 |
|
Manhattan Associates (MANH) | 0.1 | $273k | -11% | 1.3k | 207.10 |
|
Hershey Company (HSY) | 0.1 | $272k | +4% | 1.4k | 190.35 |
|
Bristol Myers Squibb (BMY) | 0.1 | $271k | -42% | 5.4k | 50.22 |
|
Kohl's Corporation (KSS) | 0.1 | $269k | -12% | 10k | 26.73 |
|
Phillips Edison & Co Common Stock (PECO) | 0.1 | $268k | 7.5k | 35.55 |
|
|
Rockwell Automation (ROK) | 0.1 | $267k | +5% | 876.00 | 304.96 |
|
Zoom Video Communications In Cl A (ZM) | 0.1 | $266k | NEW | 3.9k | 68.50 |
|
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $264k | NEW | 928.00 | 284.52 |
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $263k | -3% | 2.5k | 105.08 |
|
Shopify Cl A (SHOP) | 0.1 | $262k | -13% | 3.2k | 81.30 |
|
Aim Etf Products Trust Us Lrgcp B10 Apr (APRT) | 0.1 | $258k | -9% | 7.7k | 33.61 |
|
Invesco Actively Managed Etf Var Rate Invt (VRIG) | 0.1 | $258k | +18% | 10k | 25.08 |
|
Eastman Chemical Company (EMN) | 0.1 | $256k | -4% | 2.9k | 87.07 |
|
Boston Scientific Corporation (BSX) | 0.1 | $255k | -92% | 4.3k | 59.61 |
|
Innovator Etfs Tr Us Eqt Ultra Bf (UJUL) | 0.1 | $254k | -37% | 8.4k | 30.36 |
|
Corecivic (CXW) | 0.1 | $251k | 18k | 13.83 |
|
|
General Electric Com New (GE) | 0.1 | $249k | -12% | 1.9k | 129.83 |
|
Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $248k | 2.5k | 98.76 |
|
|
Ishares Tr Core Msci Intl (IDEV) | 0.1 | $248k | 3.9k | 63.07 |
|
|
Stryker Corporation (SYK) | 0.1 | $248k | 803.00 | 309.04 |
|
|
Lamar Advertising Cl A (LAMR) | 0.1 | $248k | -3% | 2.4k | 104.94 |
|
Wp Carey (WPC) | 0.1 | $247k | -7% | 3.7k | 66.58 |
|
Public Service Enterprise (PEG) | 0.1 | $243k | -6% | 4.0k | 60.31 |
|
Fiverr Intl Ord Shs (FVRR) | 0.1 | $240k | NEW | 9.3k | 25.71 |
|
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) | 0.1 | $240k | 7.7k | 31.36 |
|
|
Coinbase Global Com Cl A (COIN) | 0.1 | $239k | NEW | 1.7k | 141.16 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $239k | NEW | 555.00 | 429.77 |
|
Regeneron Pharmaceuticals (REGN) | 0.1 | $237k | -5% | 259.00 | 915.97 |
|
Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $236k | -12% | 4.8k | 49.63 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $236k | -20% | 5.1k | 46.58 |
|
Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $234k | -17% | 10k | 23.43 |
|
Uber Technologies (UBER) | 0.1 | $230k | NEW | 3.6k | 63.47 |
|
Moody's Corporation (MCO) | 0.1 | $228k | NEW | 606.00 | 376.49 |
|
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW) | 0.1 | $224k | -17% | 7.9k | 28.47 |
|
United Bankshares (UBSI) | 0.1 | $221k | -20% | 6.0k | 36.57 |
|
Eaton Corp SHS (ETN) | 0.1 | $219k | -15% | 901.00 | 243.42 |
|
Global Net Lease Com New (GNL) | 0.1 | $219k | 24k | 9.32 |
|
|
Eversource Energy (ES) | 0.1 | $219k | -8% | 3.8k | 57.12 |
|
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $218k | -9% | 454.00 | 480.61 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $217k | -4% | 16k | 13.27 |
|
Global X Fds S&p 500 Covered (XYLD) | 0.1 | $216k | NEW | 5.4k | 39.73 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $213k | -10% | 2.8k | 75.63 |
|
Innovator Etfs Tr Equity Def Protn (TJUL) | 0.1 | $213k | 8.3k | 25.68 |
|
|
Northwestern Energy Group In Com New (NWE) | 0.1 | $211k | -18% | 4.2k | 49.69 |
|
Evergy (EVRG) | 0.1 | $210k | -5% | 3.9k | 53.35 |
|
Motorola Solutions Com New (MSI) | 0.1 | $210k | -93% | 668.00 | 314.28 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $209k | -38% | 891.00 | 234.84 |
|
Monster Beverage Corp (MNST) | 0.1 | $206k | -18% | 3.5k | 58.63 |
|
Pulte (PHM) | 0.1 | $203k | NEW | 1.9k | 105.79 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $203k | NEW | 4.4k | 45.79 |
|
Key (KEY) | 0.1 | $196k | -23% | 14k | 14.39 |
|
Huntington Bancshares Incorporated (HBAN) | 0.1 | $180k | -10% | 14k | 12.72 |
|
DNP Select Income Fund (DNP) | 0.1 | $167k | 19k | 8.85 |
|
|
First Horizon National Corporation (FHN) | 0.0 | $141k | -18% | 10k | 13.91 |
|
Myomo Com New (MYO) | 0.0 | $91k | +21% | 22k | 4.24 |
|
Gabelli Utility Trust (GUT) | 0.0 | $78k | 15k | 5.40 |
|
|
Lumen Technologies (LUMN) | 0.0 | $53k | -17% | 34k | 1.58 |
|
Microvision Inc Del Com New (MVIS) | 0.0 | $39k | 16k | 2.45 |
|
|
Glucotrack Com New (GCTK) | 0.0 | $5.5k | 22k | 0.25 |
|
|
Heart Test Laboratories (HSCS) | 0.0 | $2.9k | NEW | 20k | 0.14 |
|
Past Filings by Accurate Wealth Management
SEC 13F filings are viewable for Accurate Wealth Management going back to 2021
- 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
- Accurate Wealth Management 2021 Q2 filed Aug. 25, 2021