• 13F History

Accurate Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$524M
Signature - Title
Aryn Sands - Agent
Location
Wesley Chapel, FL
Summary
This page shows a list of all the recent 13F filings made by Accurate Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Accurate Wealth Management, LLC reported 374 stock holdings with total value $524M as of Q1 2025. Top holdings included CLIP, AAPL, SPY, PG, and IEF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 374 $524M +$115M -$86M +$29.5M CLIP, AAPL, SPY, PG, IEF 13F-HR 4/14/2025, 08:36 PM
Q4 2024 376 $521M +$97.8M -$74.5M +$23.3M CLIP, AAPL, SPY, TSLA, NVDA 13F-HR 1/14/2025, 06:18 AM
Q3 2024 378 $496M +$111M -$42.5M +$68.3M CLIP, AAPL, QQQ, NVDA, MSFT 13F-HR 10/17/2024, 02:56 PM
Q2 2024 326 $402M +$104M -$51.5M +$52.8M AAPL, QQQ, NVDA, MSFT, ZECP 13F-HR 7/17/2024, 10:22 AM
Q1 2024 282 $339M +$82.3M -$66M +$16.3M AAPL, BIL, XOM, MSFT, IHE 13F-HR 4/22/2024, 06:01 PM
Q4 2023 273 $322M +$63.7M -$79.2M -$15.5M QQQ, AAPL, TSLA, ZECP, MSFT 13F-HR 1/12/2024, 04:10 PM
Q3 2023 270 $319M +$88.5M -$52.9M +$35.6M AAPL, XLE, TSLA, XLC, BIL 13F-HR 10/23/2023, 05:06 PM
Q2 2023 270 $321M +$60.5M -$41.4M +$19.1M QQQ, AAPL, XLC, TSLA, XLK 13F-HR 7/24/2023, 04:42 PM
Q1 2023 247 $290M +$125M -$66.5M +$58.7M QQQ, XLC, VTI, AAPL, XLK 13F-HR 4/13/2023, 03:03 PM
Q4 2022 1,550 $271M +$106M -$57.5M +$48.5M GLD, SHY, USDU, SGOV, BIL 13F-HR 1/11/2023, 10:47 AM
Q3 2022 136 $171M +$79M -$14M +$65.1M GLD, SHY, TSLA, XOM, MSFT 13F-HR 11/14/2022, 03:54 PM
Q2 2022 156 $184M +$58.6M -$38M +$20.6M GLD, SGOV, SHY, USDU, AAPL 13F-HR 8/4/2022, 04:59 PM
Q1 2022 176 $223M +$150M -$16.3M +$134M QQQ, GLD, SHY, USDU, AAPL 13F-HR 5/10/2022, 02:50 PM
Q4 2021 118 $94.4M +$9.66M -$886K +$8.78M XLK, XLV, AAPL, IBB, QQQ 13F-HR 2/8/2022, 01:38 PM
Q3 2021 116 $95.8M +$43.4M -$53.4M -$9.99M IEF, XLK, XLV, IBB, AAPL 13F-HR 10/22/2021, 12:46 PM
Q2 2021 132 $114M $0 $0 QQQ, XLE, AAPL, IWM, XLF 13F-HR 8/25/2021, 03:09 PM