Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCURATE WEALTH MANAGEMENT LLC | 10-23-2023 | 09-30-2023 | 270 | 318,779,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $15,611,490 | 88,140 | 0.00 | 0.00 | 6,526 | 8.00 | 09-30-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 2 | $10,429,214 | 114,455 | 0.00 | 0.00 | 108,062 | 1690.32 | 09-30-2023 |
| TESLA INC | COM | 3 | $8,876,591 | 34,831 | 0.00 | 0.00 | 1,354 | 4.04 | 09-30-2023 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 4 | $7,829,831 | 114,488 | 0.00 | 0.00 | -41,844 | -26.77 | 09-30-2023 |
