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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 $321,587,477
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 44,629 $18,268,895 5.68%
2.
Apple Inc.
 AAPL 85,429 $15,851,001 4.92%
3.
Tesla Inc.
 TSLA 34,836 $7,915,479 2.46%
4.
Zacks Trust
 294,142 $7,706,991 2.39%
5.
Microsoft Corp
 MSFT 19,246 $7,402,486 2.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)