Accurate Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Wesley Chapel, FL
CIK
0001877728
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 273 321,587 QQQ, AAPL, TSLA, ZECP 13F-HR 1/12/2024 000175496024000022
Q3 2023 270 318,779 AAPL, XLE, TSLA, XLC 13F-HR 10/23/2023 000175496023000288
Q2 2023 271 320,611 QQQ, AAPL, XLC, TSLA 13F-HR 7/24/2023 000175496023000205
Q1 2023 247 290,063 QQQ, XLC, VTI, AAPL 13F-HR 4/13/2023 000175496023000100
Q4 2022 1,588 271,724 GLD, SHY, USDU, SGOV 13F-HR 1/11/2023 000175496023000010
Q3 2022 183 239,809 GLD, USDU, SHY, TSLA 13F-HR 11/14/2022 000175496022000310
Q2 2022 156 183,958 GLD, SGOV, SHY, USDU 13F-HR 8/4/2022 000175496022000214
Q1 2022 177 223,203 QQQ, GLD, SHY, USDU 13F-HR 5/10/2022 000175496022000135
Q4 2021 140 122,386 IEF, XLK, XLV, AAPL 13F-HR 2/8/2022 000175496022000059
Q3 2021 138 114,866 IEF, XLK, XLV, IBB 13F-HR 10/22/2021 000175496021000198
Q2 2021 132 113,756 QQQ, XLE, AAPL, IWM 13F-HR 8/25/2021 000175496021000164