Accurate Wealth Management, LLC Portfolio Holdings
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
Accurate Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $581 Million distributed in 442 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.5M, Spdr S&P 500 ETF Trust with a value of $21.2M, Invesco Qqq Trust, Series 1 with a value of $17.4M, Microsoft Corp with a value of $16.3M, and Nvidia Corp with a value of $15.3M.
Examining the 13F form we can see an increase of $98.8M in the current position value, from $482M to 581M.
Below you can find more details about Accurate Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$581 Million
ETFs: $186 Million
Technology: $104 Million
Financial Services: $64.7 Million
Consumer Cyclical: $38.4 Million
Industrials: $37.2 Million
Communication Services: $36.2 Million
Consumer Defensive: $35.6 Million
Healthcare: $32.4 Million
Other: $43.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 442
- Current Value $581 Million
- Prior Value $482 Million
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 87 stocks
- Additional Purchases 231 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks