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CIK: 0001877728
Total reported value
$1.0B
$1.0B
376 檔
8.7%
According to the latest 13F quarterly dataset, Accurate Wealth Management, LLC managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 376 distinct U.S. exchange-listed positions.
In Q4 2024, Accurate Wealth Management, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 376 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 4.74% | -0.17% | +1.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | +0.11% | -2.50% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.39% | -0.14% | +98.73% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.49% | -0.37% | -4.45% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.23% | -0.40% | +8.20% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.22% | -0.11% | +197.15% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.24% | +5.47% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.22% | +2.43% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.54% | +0.55% | +1356.87% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.53% | — | +1972.53% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.13% | -0.58% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.34% | -1.42% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.10% | +27.00% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 1.23% | — | -1.17% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.19% | — | +1068.32% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.17% | -0.05% | +21.99% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.01% | +24.32% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | -0.18% | +26.06% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.01% | -10.04% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | — | +19.14% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | +1.06% | +1.72% | |
| 22 | AON | Aon plc | Stock-Financials | 0.82% | -0.06% | -1.66% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | -0.08% | +6.80% | |
| 24 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.79% | -0.05% | -3.71% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.14% | +6.12% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.69% | -0.07% | -5.84% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.05% | +5.00% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.66% | -0.05% | -13.30% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.05% | +2.80% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | -0.02% | -2.98% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.08% | +8.44% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.63% | -0.10% | +6.65% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.06% | +4.21% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.01% | +11.60% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.03% | -13.59% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.58% | -0.01% | +750.36% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.58% | -0.02% | -4.92% | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.58% | -0.07% | -7.49% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.57% | -0.01% | -18.70% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.57% | -0.06% | -0.71% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.05% | +0.60% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.57% | -0.02% | -1.61% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.17% | +6.87% | |
| 44 | CTAS | Cintas CORP | Stock-Industrials | 0.56% | -0.01% | +5.92% | |
| 45 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.55% | — | +1067.37% | |
| 46 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.54% | — | -15.42% | |
| 47 | FVRR | Fiverr International Ltd. | Stock-Other | 0.54% | — | +30.45% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | — | -1.42% | |
| 49 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.52% | — | — | |
| 50 | AIZ | Assurant Inc | Stock-Financials | 0.52% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.6% | +98.73% | Add |
| 2 | XLY | Ss Consumer Disc Select Sect | +1.5% | +1972.53% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.4% | +197.15% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +1.4% | +1356.87% | Add |
| 5 | XLC | Ss Comm Select Sector Spdr | +1.1% | +1068.32% | Add |
| 6 | TSLA | Tesla Inc | +1% | -4.45% | Trim |
| 7 | CBOE | Cboe Global Markets Inc | +0.5% | NEW | New buy |
| 8 | AIZ | Assurant Inc | +0.5% | NEW | New buy |
| 9 | ED | Consolidated Edison Inc | +0.5% | NEW | New buy |
| 10 | BDX | Becton Dickinson And Co | +0.5% | +750.36% | Add |
| 11 | AMP | Ameriprise Financial Inc | +0.5% | +1067.37% | Add |
| 12 | VONV | Vanguard Russell 1000 Value | +0.4% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.3% | +27.00% | Add |
| 14 | ANET | Arista Networks Inc | +0.3% | NEW | New buy |
| 15 | CLSE | Convergence Long/short Eqy | +0.3% | +358.33% | Add |
| 16 | FVRR | Fiverr International Ltd. | +0.2% | +30.45% | Add |
| 17 | AMZN | Amazon.com Inc | +0.2% | +2.43% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +19.14% | Add |
| 19 | AVGO | Broadcom Inc | +0.2% | +6.80% | Add |
| 20 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 21 | VONG | Vanguard Russell 1000 Growth | +0.2% | NEW | New buy |
| 22 | NCDL | Nuveen Churchill Direct Lend | +0.2% | +348.05% | Add |
| 23 | FTNT | Fortinet Inc | +0.2% | +62.34% | Add |
| 24 | XYZ | Block Inc | +0.2% | +35.06% | Add |
| 25 | NVDA | Nvidia CORP | +0.1% | +8.20% | Add |
| 26 | ZM | Zoom Communications Inc | +0.1% | +33.52% | Add |
| 27 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +40.12% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +21.99% | Add |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +26.06% | Add |
| 31 | WIX | Wix.com Ltd. | +0.1% | +27.32% | Add |
| 32 | IBRX | Immunitybio Inc | -0.2% | — | Unchanged |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -32.52% | Trim |
| 34 | CB | Chubb Limited | -0.2% | -15.41% | Trim |
| 35 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 36 | TMUS | T-mobile US Inc | -0.2% | -18.70% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.2% | +2.69% | Add |
| 38 | FSS | Federal Signal CORP | -0.3% | EXIT | Sold out |
| 39 | DGRO | Ishares Core Dividend Growth | -0.5% | EXIT | Sold out |
| 40 | ELV | Elevance Health Inc | -0.5% | -88.02% | Trim |
| 41 | MSBI | Midland States Bancorp Inc | -0.5% | EXIT | Sold out |
| 42 | TRV | Travelers Cos Inc/the | -0.6% | EXIT | Sold out |
| 43 | CMG | Chipotle Mexican Grill Inc | -0.6% | EXIT | Sold out |
| 44 | WRB | Wr Berkley CORP | -0.6% | EXIT | Sold out |
| 45 | APH | Amphenol Corp-cl A | -0.6% | EXIT | Sold out |
| 46 | ITOT | Ishares Core S&p Total U.s. | -0.7% | -71.34% | Trim |
| 47 | ZECP | Zacks Earnings Consistent Po | -1.1% | EXIT | Sold out |
| 48 | GLD | Spdr Gold Shares | -1.1% | -85.16% | Trim |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -1.5% | -96.53% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -2.9% | -87.41% | Trim |
According to official SEC Form 13F filings, Accurate Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 376 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CLIP, AAPL, SPY) accounted for 8.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
CBOE
市值: $2.7M
Top Position Liquidated / Trimmed
ZECP
前期市值: $5.6M
During Q4 2024, Accurate Wealth Management, LLC's top holdings by market value included CLIP (4.7%)、AAPL (4.6%)、SPY (3.4%). The largest single position, CLIP, represented 4.7% of total portfolio value.
In Q4 2024, Accurate Wealth Management, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 9 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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