Notify me when Accurate Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 504 | $788,013,918 | +$77,518,291 | -$62,559,555 | +$14,958,736 | CLIP, AAPL, SPY, QQQ, NVDA | 13F-HR | 13 Jan 2026, 18:34 |
| Q3 2025 | 487 | $750,225,744 | +$129,360,842 | -$63,361,819 | +$65,999,023 | CLIP, AAPL, SPY, NVDA, QQQ | 13F-HR | 20 Oct 2025, 15:27 |
| Q2 2025 | 442 | $653,711,493 | +$147,582,116 | -$74,198,736 | +$73,383,380 | CLIP, AAPL, SPY, QQQ, MSFT | 13F-HR | 15 Jul 2025, 11:47 |
| Q1 2025 | 374 | $523,897,219 | +$115,430,429 | -$85,953,667 | +$29,476,762 | CLIP, AAPL, SPY, PG, IEF | 13F-HR | 14 Apr 2025, 20:36 |
| Q4 2024 | 376 | $520,746,676 | +$97,807,164 | -$74,538,667 | +$23,268,497 | CLIP, AAPL, SPY, TSLA, NVDA | 13F-HR | 14 Jan 2025, 06:18 |
| Q3 2024 | 378 | $496,393,683 | +$110,782,804 | -$42,516,739 | +$68,266,065 | CLIP, AAPL, QQQ, NVDA, MSFT | 13F-HR | 17 Oct 2024, 14:56 |
| Q2 2024 | 326 | $402,377,137 | +$104,332,505 | -$51,536,281 | +$52,796,224 | AAPL, QQQ, NVDA, MSFT, ZECP | 13F-HR | 17 Jul 2024, 10:22 |
| Q1 2024 | 288 | $339,191,810 | +$82,308,606 | -$66,031,794 | +$16,276,812 | AAPL, BIL, XOM, MSFT, IHE | 13F-HR | 22 Apr 2024, 18:01 |
| Q4 2023 | 273 | $321,587,477 | +$63,748,601 | -$79,205,963 | -$15,457,362 | QQQ, AAPL, TSLA, ZECP, MSFT | 13F-HR | 12 Jan 2024, 16:10 |
| Q3 2023 | 270 | $318,779,280 | +$88,450,140 | -$82,176,283 | +$6,273,857 | AAPL, XLE, TSLA, XLC, BIL | 13F-HR | 23 Oct 2023, 17:06 |
| Q2 2023 | 271 | $320,611,802 | +$60,510,080 | -$53,585,712 | +$6,924,368 | QQQ, AAPL, XLC, TSLA, XLK | 13F-HR | 24 Jul 2023, 16:42 |
| Q1 2023 | 247 | $290,063,945 | +$125,241,094 | -$113,886,320 | +$11,354,774 | QQQ, XLC, VTI, AAPL, XLK | 13F-HR | 13 Apr 2023, 15:03 |
| Q4 2022 | 1,588 | $271,493,315 | +$91,772,466 | -$50,011,006 | +$41,761,460 | GLD, SHY, USDU, SGOV, BIL | 13F-HR | 11 Jan 2023, 11:47 |
| Q3 2022 | 183 | $171,283,000 | +$79,256,725 | -$51,993,870 | +$27,262,855 | GLD, SHY, TSLA, XOM, MSFT | 13F-HR | 14 Nov 2022, 16:54 |
| Q2 2022 | 156 | $183,958,000 | +$58,594,999 | -$72,234,319 | -$13,639,320 | GLD, SGOV, SHY, USDU, AAPL | 13F-HR | 04 Aug 2022, 16:59 |
| Q1 2022 | 177 | $223,203,000 | +$145,285,335 | -$24,473,114 | +$120,812,221 | QQQ, GLD, SHY, USDU, AAPL | 13F-HR | 10 May 2022, 14:50 |
| Q4 2021 | 140 | $94,376,000 | +$9,579,665 | -$3,774,550 | +$5,805,115 | XLK, XLV, AAPL, IBB, QQQ | 13F-HR | 08 Feb 2022, 14:38 |
| Q3 2021 | 138 | $80,795,000 | +$29,762,807 | -$49,518,761 | -$19,755,954 | XLK, XLV, IBB, AAPL, GLD | 13F-HR | 22 Oct 2021, 12:46 |
| Q2 2021 | 132 | $113,756,000 | $0 | $0 | $0 | QQQ, XLE, AAPL, IWM, XLF | 13F-HR | 25 Aug 2021, 15:09 |