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Aryn Sands

@Accurate Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$521.108MTotal holdings376
Assets growth rate4.68%Assets growth rate (2-Q avg)12.04%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Accurate Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 376 positions.

Assets under management

The assets under management (AUM) of Accurate Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 521.108M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 12.04%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JNJJohnson & Johnson
Recent Activity
Increased 8.44%
0.64%
$3.298M
23,214 shares@ $142.07 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 6.66%
0.63%
$3.273M
5,978 shares@ $547.47 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 4.21%
0.61%
$3.13M
7,061 shares@ $443.26 avg price
VTIVanguard Index Fds
Recent Activity
Increased 11.6%
0.6%
$3.081M
10,699 shares@ $287.99 avg price
BDXBecton Dickinson & Co
Recent Activity
Increased 750.37%
0.58%
$3.01M
12,883 shares@ $233.68 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 0.61%
0.57%
$2.965M
50,476 shares@ $58.75 avg price
WMTWalmart Inc
Recent Activity
Increased 6.87%
0.57%
$2.947M
31,691 shares@ $92.98 avg price
CTASCintas Corp
Recent Activity
Increased 5.93%
0.57%
$2.929M
15,470 shares@ $189.32 avg price
AMPAmeriprise Finl Inc
Recent Activity
Increased 1067.37%
0.55%
$2.858M
5,545 shares@ $515.51 avg price
FVRRFiverr Intl Ltd
Recent Activity
Increased 30.46%
0.54%
$2.812M
88,430 shares@ $31.8 avg price