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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
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 4.36%
0.31%
$1.571M
8,308 shares@ $189.07 avg price
COPConocophillips
Recent Activity
Increased 7.33%
0.3%
$1.563M
15,336 shares@ $101.92 avg price
MRKMerck & Co Inc
Recent Activity
Increased 11.62%
0.3%
$1.555M
15,669 shares@ $99.26 avg price
QCOMQualcomm Inc
Recent Activity
Increased 23.38%
0.3%
$1.551M
9,881 shares@ $157.01 avg price
AMATApplied Matls Inc
Recent Activity
Increased 3.62%
0.3%
$1.55M
9,024 shares@ $171.72 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -3.2%
0.3%
$1.548M
9,229 shares@ $167.78 avg price
SOSouthern Co
Recent Activity
Increased 1.62%
0.28%
$1.437M
17,665 shares@ $81.35 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -2.86%
0.27%
$1.405M
37,155 shares@ $37.82 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.27%
$1.405M
12,286 shares@ $114.35 avg price
PEPPepsico Inc
Recent Activity
Increased 4.81%
0.27%
$1.403M
9,809 shares@ $143.04 avg price