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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 $521,107,716
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Global X Fds
 246,659 $24,720,167 4.74%
2.
Apple Inc.
 AAPL 101,203 $23,969,211 4.59%
3.
Spdr S & P 500 Etf Trust
 SPY 30,404 $17,649,397 3.38%
4.
Tesla Inc.
 TSLA 32,929 $12,998,501 2.49%
5.
Nvidia Corp
 NVDA 85,323 $11,602,507 2.22%
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)