Accurate Wealth Management, LLC Portfolio Holdings
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
Accurate Wealth Management, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $486 Million distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.3M, Spdr S&P 500 ETF Trust with a value of $17.8M, Tesla, Inc. with a value of $13.3M, Spdr Bloomberg 1 3 Month T Bil with a value of $11.6M, and Nvidia Corp with a value of $11.5M.
Examining the 13F form we can see an increase of $21.9M in the current position value, from $464M to 486M.
Below you can find more details about Accurate Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$486 Million
ETFs: $155 Million
Technology: $85.8 Million
Financial Services: $59.3 Million
Consumer Cyclical: $45.4 Million
Industrials: $28.8 Million
Healthcare: $28.2 Million
Communication Services: $27.5 Million
Consumer Defensive: $21.8 Million
Other: $33.9 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 376
- Current Value $486 Million
- Prior Value $464 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 31 stocks
- Additional Purchases 205 stocks
- Sold out of 0 stocks
- Reduced holdings in 124 stocks