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Accurate Wealth Management, LLC

13F
Accurate Wealth Management, LLC
Last update 2025-04-15 374 Stocks (51 new)
Value $524.00 Mil Turnover 22 %
Countries:
Top Holdings: CLIP(6.35%)AAPL(3.81%)SPY(3.40%)PG(2.57%)IEF(2.45%)
Summary Stock Picks Current Portfolio
Accurate Wealth Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CLIP 		Global X 1-3 Month T-Bill ETF
331,909
33,253.9
+34.56%
6.350
+1.63%
2.360
+0.70%
+1.40%
1,511.2
 
AAPL 		Apple Inc
100,708
19,946.5
-0.49%
3.810
-0.02%
0.000
-16.92%
-19.68%
2,996,873.5
Hardware
SPY 		SPDR S&P 500 ETF Trust
33,390
17,827.9
+9.82%
3.400
+0.30%
0.000
-0.47%
+0.91%
603,721.9
 
PG 		Procter & Gamble Co
80,678
13,465.0
+199.70%
2.570
+1.71%
0.000
-3.61%
+0.55%
390,413.1
Consumer Packaged Goods
IEF 		iShares 7-10 Year Treasury Bond ETF
137,273
12,836.4
+3,525.81%
2.450
+2.38%
0.030
-0.65%
+2.76%
34,609.9
 
GLD 		SPDR Gold Shares ETF
40,092
11,944.6
+908.35%
2.280
+2.05%
0.010
+18.01%
+28.31%
99,944.7
 
MSFT 		Microsoft Corp
25,554
9,924.2
+4.44%
1.890
+0.08%
0.000
+16.35%
+9.80%
3,426,774.3
Software
NVDA 		NVIDIA Corp
87,806
9,735.6
+2.91%
1.860
+0.05%
0.000
+10.08%
+2.40%
3,353,411.0
Semiconductors
TSLA 		Tesla Inc
32,135
8,108.0
-2.41%
1.550
-0.06%
0.000
+15.21%
-16.42%
1,087,185.5
Vehicles & Parts
AMZN 		Amazon.com Inc
41,961
7,736.5
+4.97%
1.480
+0.07%
0.000
-3.25%
-6.38%
2,180,492.6
Retail - Cyclical

Accurate Wealth Management, LLC's Historical Top Holdings Breakdowns

Accurate Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31Add
+2.38%
●
91.17 ($93.56) 95.39
$93.82
0.27%
Add 3525.81%
137,273
133,487
GLD 		SPDR Gold Shares ETF2025-03-31Add
+2.05%
●
243.19 ($264.45) 288.14
$310.68
17.48%
Add 908.35%
40,092
36,116
PG 		Procter & Gamble Co2025-03-31Add
+1.71%
●
158.56 ($167.49) 176.26
$166.52
-0.58%
Add 199.7%
80,678
53,758
CLIP 		Global X 1-3 Month T-Bill ETF2025-03-31Add
+1.63%
●
100.08 ($100.26) 100.45
$100.08
-0.18%
Add 34.56%
331,909
85,250
XLY 		Consumer Discretionary Select Sector SPDR2025-03-31Sold Out
-1.53%
●
192.6 ($216.89) 233.2
$212.39
-2.07%
Sold Out
0
-36,145
SGOV 		iShares 0-3 Month Treasury Bond ETF2025-03-31Reduce
-1.43%
●
100.34 ($100.51) 100.68
$100.38
-0.13%
Reduce -92.7%
5,830
-73,992
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Reduce
-1.41%
●
91.45 ($91.59) 91.75
$91.45
-0.16%
Reduce -63.54%
46,100
-80,354
XLC 		Communication Services Select Sector SPDR Fund2025-03-31Sold Out
-1.19%
●
94.84 ($99.87) 105.31
$101.52
1.65%
Sold Out
0
-64,585
XLF 		Financial Select Sector SPDR2025-03-31Reduce
-1.14%
●
47.32 ($50.16) 52.19
$50.64
0.96%
Reduce -93.03%
9,453
-126,240
SHY 		iShares 1-3 Year Treasury Bond ETF2025-03-31New Buy
+0.92%
●
81.83 ($82.24) 82.73
$82.31
0.09%
New holding
58,283
58,283

Accurate Wealth Management, LLC Total Holding History ($B)

To

Accurate Wealth Management, LLC's Asset Allocation

To

Accurate Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Accurate Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Accurate Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Accurate Wealth Management, LLC's Holdings Heat Map

Size field:

Accurate Wealth Management, LLC's Holdings Bubble Chart

Accurate Wealth Management, LLC News

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