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Home > Institutional Investor > Accurate Wealth Management, Llc > Profile

Instuitional Investor - Accurate Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Accurate Wealth Management, Llc
Portfolio Value $523,897,219
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Global X Fds
 331,909 $33,253,947 6.35%
2.
Apple Inc.
 AAPL 100,708 $19,946,498 3.81%
3.
Spdr S & P 500 Etf Trust
 SPY 33,390 $17,827,930 3.4%
4.
Procter & Gamble Co
 PG 80,678 $13,465,024 2.57%
5.
Ishares Trust
 IEF 137,273 $12,836,398 2.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)