Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR | 10 | Q3 2023 | 14.0% |
SPDR GOLD TR | 10 | Q3 2023 | 11.6% |
APPLE INC | 10 | Q3 2023 | 6.0% |
MICROSOFT CORP | 10 | Q3 2023 | 3.2% |
SELECT SECTOR SPDR TR | 10 | Q3 2023 | 7.9% |
TESLA INC | 10 | Q3 2023 | 4.1% |
EXXON MOBIL CORP | 10 | Q3 2023 | 2.6% |
AMAZON COM INC | 10 | Q3 2023 | 2.4% |
SPDR S&P 500 ETF TR | 10 | Q3 2023 | 2.4% |
JPMORGAN CHASE & CO | 10 | Q3 2023 | 2.1% |
View Accurate Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-12 |
13F-HR | 2023-10-23 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-11 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-08 |
View Accurate Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.