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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Accurate Wealth Management, LLC

Quarter ended Q2 2023 · Filed April 13, 2023 · Accession 0001754960-23-000100

Total Value
$290.1M
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRIVZ70,550$22.4M7.73%
2SELECT SECTOR SPDR TR81369Y852174,112$10.2M3.53%
3VANGUARD INDEX FDS92290876949,711$10.1M3.49%
4APPLE INCAAPL59,605$9.7M3.33%
5SELECT SECTOR SPDR TR81369Y80353,922$8.0M2.77%
6SELECT SECTOR SPDR TR81369Y40751,717$7.5M2.60%
7EXXON MOBIL CORPXOM64,143$7.3M2.53%
8SPDR S&P 500 ETF TRSPY15,255$6.2M2.15%
9ISHARES TR46428722659,568$5.9M2.05%
10ISHARES TR46432F83489,264$5.5M1.91%
11TESLA INCTSLA29,568$5.5M1.88%
12ISHARES TR46428715058,824$5.3M1.83%
13MICROSOFT CORPMSFT16,092$4.7M1.61%
14AON PLCAON13,536$4.3M1.49%
15JOHNSON & JOHNSONJNJ18,839$3.1M1.07%
16AMAZON COM INCAMZN29,611$3.0M1.04%
17JPMORGAN CHASE & COVYLD22,868$2.9M1.01%
18CHEVRON CORP NEWCVX15,682$2.6M0.91%
19BERKSHIRE HATHAWAY INC DELBRK-A8,351$2.6M0.90%
20ISHARES TR46428841423,479$2.5M0.87%
21VANGUARD INDEX FDS9229087369,605$2.4M0.82%
22VANGUARD WORLD FD92191087316,385$2.4M0.81%
23VANGUARD MUN BD FDS92290774640,489$2.1M0.71%
24CSX CORPCSX67,396$2.0M0.70%
25MOTOROLA SOLUTIONS INCMSI7,090$2.0M0.69%
26BOSTON SCIENTIFIC CORPBSX39,803$2.0M0.69%
27ABBOTT LABSABLZF19,133$2.0M0.68%
28ISHARES TR46428851325,873$1.9M0.67%
29MARSH & MCLENNAN COS INC57174810211,445$1.9M0.66%
30YUM BRANDS INCYUM14,517$1.9M0.66%
31HUMANA INCHUM3,565$1.9M0.64%
32HOME DEPOT INCHD6,376$1.9M0.64%
33NVIDIA CORPORATIONNVDA6,678$1.8M0.63%
34INCYTE CORPINCY24,709$1.8M0.63%
35AMPHENOL CORP NEW03209510123,208$1.8M0.63%
36PROCTER AND GAMBLE CO74271810911,913$1.8M0.62%
37REALTY INCOME CORPO28,472$1.8M0.61%
38VANGUARD INDEX FDS92290874412,711$1.8M0.61%
39ALPHABET INCGOOG16,466$1.8M0.61%
40DOVER CORPDOV12,118$1.7M0.60%
41CHUBB LIMITEDCB8,848$1.7M0.60%
42UNION PAC CORPUNP8,586$1.7M0.59%
43ABBVIE INCABBV10,476$1.7M0.58%
44PACCAR INCPCAR23,919$1.7M0.57%
45WILLIS TOWERS WATSON PLC LTDWTW7,097$1.7M0.57%
46VULCAN MATLS CO9291601099,792$1.6M0.56%
47IDEX CORP45167R1047,390$1.6M0.56%
48NASDAQ INCNDAQ29,715$1.6M0.56%
49VANGUARD BD INDEX FDS92193783521,110$1.6M0.54%
50ALTRIA GROUP INCMO34,858$1.6M0.53%
51MIDLAND STATES BANCORP INCMSBIP71,095$1.5M0.51%
52UNITEDHEALTH GROUP INCUNH2,843$1.5M0.50%
53MERCK & CO INCMRK12,906$1.5M0.50%
54VERIZON COMMUNICATIONS INCVZ35,357$1.4M0.48%
55PEPSICO INCPEP7,370$1.4M0.47%
56SCHWAB STRATEGIC TR80852420127,712$1.3M0.46%
57ISHARES TR46432F85928,202$1.3M0.46%
58ISHARES TR4642875075,332$1.3M0.45%
59VISA INCV5,800$1.3M0.45%
60WALMART INCWMT8,706$1.3M0.45%
61PFIZER INCPFE31,393$1.3M0.45%
62CISCO SYS INCCSCO25,352$1.3M0.45%
63CONOCOPHILLIPSCOP12,106$1.3M0.44%
64SPDR GOLD TRGLD6,923$1.3M0.44%
65ISHARES TR46432F84219,020$1.3M0.44%
66INTUITIVE SURGICAL INCISRG4,796$1.2M0.43%
67SPDR SER TR78464A37538,199$1.2M0.43%
68VANGUARD TAX-MANAGED FDS92194385827,327$1.2M0.43%
69MCDONALDS CORPMCD4,252$1.2M0.42%
70OVERSEAS SHIPHOLDING GROUP I69036R863303,205$1.2M0.41%
71MASTERCARD INCORPORATEDMA3,274$1.2M0.41%
72FIDELITY COVINGTON TRUST31609284026,715$1.0M0.35%
73ZACKS TRUST98888G10539,446$937,7140.32%
74ALPHABET INCGOOG8,637$919,3220.32%
75BROADCOM INCAVGO1,433$898,8970.31%
76LOCKHEED MARTIN CORPLMT1,800$894,1830.31%
77FORTINET INCFTNT13,276$888,2640.31%
78CATERPILLAR INCCAT4,112$886,1830.31%
79SOUTHERN COSOMN11,932$859,5810.30%
80SPDR SER TR78468R6229,316$854,3700.29%
81PNC FINL SVCS GROUP INC6934751056,921$845,6920.29%
82ADOBE SYSTEMS INCORPORATEDADBE2,227$837,9090.29%
83LILLY ELI & COLLY2,269$832,8500.29%
84PHILIP MORRIS INTL INC7181721098,427$830,6400.29%
85AT&T INCT-PC41,803$818,0750.28%
86DEVON ENERGY CORP NEW25179M10315,067$804,4330.28%
87GARTNER INCIT2,476$779,1480.27%
88DOW INCDOW13,948$778,4300.27%
89VANGUARD SCOTTSDALE FDS92206C40910,110$770,6250.27%
90INTERNATIONAL BUSINESS MACHSINTR5,772$756,3220.26%
91ARCH RESOURCES INC03940R1075,875$756,2360.26%
92RAYTHEON TECHNOLOGIES CORPRTX7,309$728,1680.25%
93ISHARES TR46428863814,169$727,0110.25%
94SERVICENOW INCNOW1,524$720,3030.25%
95VANECK ETF TRUST92189H40913,807$714,2360.25%
96COCA COLA COKO11,370$712,7980.25%
97ISHARES TR4642878047,450$710,4940.24%
98GOLDMAN SACHS ETF TRNVGLF7,100$709,2170.24%
99TEXAS INSTRS INC8825081043,788$679,6580.23%
100BRISTOL-MYERS SQUIBB COCELG-RI9,517$668,8250.23%
101AMGEN INCAMGN2,663$668,1620.23%
102ISHARES TR4642875984,251$650,3180.22%
103LOWES COS INC5486611073,203$639,9210.22%
104ISHARES TR46436E7186,357$637,7980.22%
105BANK AMERICA CORP06050510422,822$637,6380.22%
1063M COMMM6,193$636,4080.22%
107DEERE & CODE1,682$634,5780.22%
108L3HARRIS TECHNOLOGIES INCLHX3,171$631,7270.22%
109META PLATFORMS INCMETA2,921$627,1770.22%
110ISHARES TR4642874577,616$624,9320.22%
111NEXTERA ENERGY INCNEE-PW7,854$616,0150.21%
112MONDELEZ INTL INC6092071058,652$610,2110.21%
113VANGUARD MALVERN FDS92202080512,688$606,8670.21%
114MARRIOTT INTL INC NEW5719032023,714$604,6300.21%
115ACCENTURE PLC IRELANDACN2,117$596,3680.21%
116AIM ETF PRODUCTS TRUST00888H50520,157$587,4680.20%
117NUCOR CORPNUE3,999$587,1980.20%
118SELECT SECTOR SPDR TR81369Y5066,820$584,2310.20%
119ASTRAZENECA PLCAZN8,104$584,0750.20%
120ULTA BEAUTY INCULTA1,092$578,1700.20%
121BLACKROCK INCBLK875$577,5500.20%
122HONEYWELL INTL INC4385161062,963$567,8790.20%
123ISHARES TR46429B6635,442$563,8290.19%
124GALLAGHER ARTHUR J & CO3635761092,862$559,8390.19%
125APPLIED MATLS INC0382221054,729$550,9150.19%
126INVESCO EXCHANGE TRADED FD TIVZ3,560$544,1100.19%
127ISHARES TR46434V87810,591$531,2280.18%
128LYONDELLBASELL INDUSTRIES NLYB5,587$530,6090.18%
129WISDOMTREE TRWT20,303$530,3090.18%
130ISHARES TR4642872001,288$530,0660.18%
131LAMB WESTON HLDGS INCLW4,790$513,9440.18%
132ISHARES TR46434V62110,218$513,8690.18%
133GILEAD SCIENCES INCGILD6,082$502,3730.17%
134UNITED PARCEL SERVICE INCUPS2,638$501,8760.17%
135DUKE ENERGY CORP NEWDUKB5,047$500,3270.17%
136METLIFE INCMET-PF8,315$494,5900.17%
137SPDR SER TR78464A85410,121$487,4620.17%
138KINDER MORGAN INC DELEP-PC26,547$471,2110.16%
139GENERAL DYNAMICS CORPGD2,052$470,0340.16%
140BP PLCBPPFF11,791$468,1030.16%
141ADVANCED MICRO DEVICES INCAMD4,881$466,0380.16%
142UNUM GROUPUNMA11,657$458,1200.16%
143SCHWAB STRATEGIC TR8085248629,321$453,8390.16%
144VALERO ENERGY CORPVLO3,310$447,2110.15%
145ISHARES TR4642876891,888$443,6990.15%
146CVS HEALTH CORPCVS5,787$440,0620.15%
147MARATHON PETE CORPMARA3,310$434,4250.15%
148PRUDENTIAL FINL INCPUKPF5,079$427,3980.15%
149BELPOINTE PREP LLCOZ4,558$424,6690.15%
150AIM ETF PRODUCTS TRUST00888H20815,531$419,9580.14%
151VANGUARD SCOTTSDALE FDS92206C6806,679$417,2370.14%
152AMERICAN ELEC PWR CO INC0255371014,390$414,5640.14%
153DBX ETF TR23305143212,044$413,5980.14%
154NEW YORK CMNTY BANCORP INC64944510346,961$412,7870.14%
155QUALCOMM INCQCOM3,297$409,8200.14%
156COMCAST CORP NEWCCZ10,519$402,1340.14%
157NIKE INCNKE3,280$399,8140.14%
158CROWN CASTLE INCCCI2,983$399,7920.14%
159ISHARES TR46429B7474,009$397,5690.14%
160DISNEY WALT CO2546871063,933$396,4390.14%
161NORTHROP GRUMMAN CORPNOC810$386,0990.13%
162F N B CORP30252010133,645$385,2350.13%
163SCHWAB STRATEGIC TR8085243005,903$382,7510.13%
164VANGUARD WHITEHALL FDS9219468856,156$380,7490.13%
165BLACKSTONE INCBX4,623$377,1960.13%
166INVESCO EXCHANGE TRADED FD TIVZ2,594$373,4320.13%
167INVESCO EXCH TRADED FD TR IIIVZ4,837$370,4660.13%
168CF INDS HLDGS INC1252691005,016$369,7350.13%
169ISHARES TR4642886467,206$363,9750.13%
170ZOETIS INCZTS2,111$360,6290.12%
171ANALOG DEVICES INCADI1,871$357,2070.12%
172ISHARES INC4642865253,632$356,1180.12%
173ISHARES TR4642872423,241$355,9710.12%
174RIO TINTO PLCRTNTF5,245$352,4120.12%
175VANGUARD INTL EQUITY INDEX F9220428588,689$351,0200.12%
176VANGUARD WORLD FD9219108161,685$342,0890.12%
177ENBRIDGE INCENNPF8,702$339,9710.12%
178VANGUARD SCOTTSDALE FDS92206C1025,806$339,3800.12%
179ISHARES TR4642876141,390$337,7420.12%
180VANGUARD INDEX FDS9229086112,156$337,5990.12%
181FORD MTR CO DEL34537086026,130$332,3680.11%
182ISHARES INC46434G1036,773$330,9290.11%
183ISHARES TR46429B6556,552$328,9760.11%
184DNP SELECT INCOME FD INC23325P10429,220$316,4500.11%
185MEDTRONIC PLCMDT3,943$316,3860.11%
186US BANCORP DELUSB-PS8,419$299,7980.10%
187ISHARES TR46434V3815,800$299,2220.10%
188ADVISORSHARES TR00768Y7276,631$298,6270.10%
189ISHARES TR46429B6974,042$296,9180.10%
190COSTCO WHSL CORP NEW22160K105597$294,8450.10%
191SPDR SER TR78468R6633,199$292,8870.10%
192SPDR SER TR78468R1019,900$289,0150.10%
193HERSHEY COHSY1,104$285,5360.10%
194BOEING COBA-PA1,349$284,3400.10%
195ISHARES TR46435G3264,643$282,2020.10%
196SCHWAB STRATEGIC TR8085244094,216$277,2860.10%
197ROCKWELL AUTOMATION INCROK1,007$277,1480.10%
198ORACLE CORPORCL-PD2,946$276,2280.10%
199NETFLIX INCNFLX814$275,9380.10%
200TARGET CORPTGT1,620$273,8120.09%
201CONSTELLATION BRANDS INCSTZ1,204$270,5060.09%
202EMERSON ELEC COEMR3,201$270,3240.09%
203CITIGROUP INCC-PR5,805$270,0580.09%
204SCHWAB STRATEGIC TR8085246076,543$269,9640.09%
205VANGUARD BD INDEX FDS9219378273,509$268,4030.09%
206SPDR SER TR78464A64910,385$268,2450.09%
207VANGUARD INDEX FDS9229085951,228$262,1950.09%
208FISERV INCFISV2,288$260,1680.09%
209THE NECESSITY RETAIL REIT IN02607T10941,325$259,9340.09%
210GENERAL MLS INC3703341042,895$250,0070.09%
211SALESFORCE INCCRM1,290$246,9260.09%
212FIRSTENERGY CORPFE5,950$246,6870.09%
213AMERICAN EXPRESS COAXP1,525$245,6810.08%
214UNITED BANKSHARES INC WEST VUNTCW7,058$243,9240.08%
215ETFIS SER TR I26923G82212,607$242,8110.08%
216WP CAREY INC92936U1093,235$241,3630.08%
217PHILLIPS EDISON & CO INCPECO7,534$240,1840.08%
218VANECK ETF TRUST92189H3009,609$239,5520.08%
219ISHARES TR4642873093,712$237,7970.08%
220STARBUCKS CORPSBUX2,245$235,1430.08%
221CADENCE DESIGN SYSTEM INCCDNS1,089$232,5140.08%
222SYNOPSYS INCSNPS606$230,2740.08%
223FEDEX CORPFDX994$230,2180.08%
224REGENERON PHARMACEUTICALSREGN279$229,8290.08%
225OREILLY AUTOMOTIVE INC67103H107263$228,7440.08%
226FIRST HORIZON CORPORATIONFHN-PH12,824$228,2670.08%
227EASTMAN CHEM COEMN2,778$227,6020.08%
228EVERSOURCE ENERGYES2,794$224,8050.08%
229PROLOGIS INC.PLDGP1,816$224,7630.08%
230WEST FRASER TIMBER CO LTDWFG3,035$221,3230.08%
231VANGUARD SPECIALIZED FUNDS9219088441,424$220,2360.08%
232PUBLIC SVC ENTERPRISE GRP IN7445731063,477$219,8510.08%
233EVERGY INCEVRG3,472$218,1800.08%
234INTEL CORPINTC6,632$215,6740.07%
235SCHWAB STRATEGIC TR8085247068,762$215,1070.07%
236ISHARES TR4642887601,815$209,7050.07%
237CELANESE CORP DELCE1,930$207,2760.07%
238VANGUARD INDEX FDS9229085532,442$202,0480.07%
239CORECIVIC INCCXW18,118$172,3020.06%
240NEWELL BRANDS INCNWL13,014$158,9010.05%
241LUMEN TECHNOLOGIES INCLUMN60,484$148,1860.05%
242APOLLO TACTICAL INCOME FD IN03763810311,616$142,7610.05%
243HUNTINGTON BANCSHARES INCHBANP11,909$134,5740.05%
244GABELLI UTIL TR36240A10117,900$130,3120.04%
245CBRE GBL REAL ESTATE INC FD12504G10016,526$90,7280.03%
246GABELLI EQUITY TR INCGAB-PK10,682$60,0330.02%
247CANOPY GROWTH CORPCGC11,380$18,2080.01%