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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 $653,711,493
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Global X Fds
 281,383 $28,187,497 4.31%
2.
Apple Inc.
 AAPL 104,642 $22,221,891 3.4%
3.
Spdr S & P 500 Etf Trust
 SPY 34,258 $21,439,550 3.28%
4.
Invesco Qqq Tr
 31,585 $17,543,838 2.68%
5.
Microsoft Corp
 MSFT 32,832 $16,466,265 2.52%
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)