Accurate Wealth Management, LLC

Q1 2025 13F Holdings

  • Location
    wesley chapel, FL
  • Num holdings

    374

  • Value ($000)

    $523,897

  • Date Filed
    04/15/2025
  • Form type
    13F-HR
  • CIK
    0001877728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
CLIP
CLIP

GLOBAL X FDS

1-3 MONTH T-BILL
37960A438
$33.25M
6 %

331,909

AAPL
AAPL

APPLE INC

COM
037833100
$19.95M
4 %

100,708

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$17.83M
3 %

33,390

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$13.47M
3 %

80,678

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$12.84M
3 %

137,273

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$11.94M
2 %

40,092

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.92M
2 %

25,554

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.74M
2 %

87,806

TSLA
TSLA

TESLA INC

COM
88160R101
$8.11M
2 %

32,135

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.74M
2 %

41,961

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 374