Accurate Wealth Management, LLC Portfolio Holdings
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
Accurate Wealth Management, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $464 Million distributed in 378 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.2M, Invesco Qqq Trust, Series 1 with a value of $16.6M, Microsoft Corp with a value of $9.98M, Nvidia Corp with a value of $9.58M, and Tesla, Inc. with a value of $9.02M.
Examining the 13F form we can see an increase of $37.8M in the current position value, from $426M to 464M.
Below you can find more details about Accurate Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$464 Million
ETFs: $154 Million
Technology: $76.6 Million
Financial Services: $56.2 Million
Consumer Cyclical: $42.1 Million
Industrials: $30.2 Million
Healthcare: $30 Million
Communication Services: $22.6 Million
Consumer Defensive: $21.2 Million
Other: $31.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 378
- Current Value $464 Million
- Prior Value $426 Million
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 64 stocks
- Additional Purchases 176 stocks
- Sold out of 0 stocks
- Reduced holdings in 121 stocks