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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
TJXTjx Cos Inc New
Recent Activity
Decreased -13.59%
0.59%
$3.068M
25,554 shares@ $120.07 avg price
BDXBecton Dickinson & Co
Recent Activity
Increased 750.37%
0.58%
$3.01M
12,883 shares@ $233.68 avg price
ORLYOreilly Automotive Inc
Recent Activity
Decreased -4.92%
0.58%
$3.008M
2,512 shares@ $1197.4 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -7.49%
0.58%
$2.997M
14,530 shares@ $206.3 avg price
TMUST-mobile Us Inc
Recent Activity
Decreased -18.7%
0.58%
$2.987M
14,133 shares@ $211.35 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.71%
0.58%
$2.976M
14,230 shares@ $209.15 avg price