Accurate Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Accurate Wealth Management, LLC | Institutional Filer | ▲ 5.45% | $830.9M | 533 |
Current Portfolio Holdings
Showing all 533 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 237K | $44.7M | 5.38% |
| 2 | AAPL | Apple Inc. | Technology | 124K | $32.2M | 3.88% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 37K | $25.3M | 3.04% |
| 4 | CLIP | GLOBAL X FDS | — | 182K | $18.3M | 2.20% |
| 5 | MSFT | Microsoft Corporation | Technology | 41K | $15.3M | 1.84% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 60K | $14.3M | 1.72% |
| 7 | PG | The Procter & Gamble Company | Consumer Defensive | 90K | $13.1M | 1.58% |
| 8 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 205K | $12.2M | 1.47% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 35K | $12.1M | 1.46% |
| 10 | XOM | Exxon Mobil Corporation | Energy | 78K | $11.8M | 1.42% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 37K | $11.4M | 1.37% |
| 12 | GOOGL | Alphabet Inc. | Technology | 35K | $11.1M | 1.33% |
| 13 | QQQ | Invesco QQQ Trust | — | 18K | $10.9M | 1.31% |
| 14 | IEFA | ISHARES TR | — | 114K | $10.8M | 1.30% |
| 15 | AVGO | Broadcom Inc. | Technology | 29K | $10.7M | 1.29% |
Showing 1 to 15 of 533 holdings