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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 Q4 2023 · Filed October 23, 2023 · Accession 0001754960-23-000288

Total Value
$318.8M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL88,140$15.6M4.90%
2SELECT SECTOR SPDR TR81369Y506114,455$10.4M3.27%
3TESLA INCTSLA34,831$8.9M2.78%
4SELECT SECTOR SPDR TR81369Y852114,488$7.8M2.46%
5SPDR SER TR78468R66379,954$7.3M2.30%
6ISHARES TR46429B66373,332$7.2M2.27%
7ZACKS TRUST98888G105294,218$7.2M2.26%
8EXXON MOBIL CORPXOM63,287$7.0M2.21%
9MICROSOFT CORPMSFT20,859$6.9M2.17%
10ISHARES TR46436E71867,295$6.8M2.12%
11SPDR GOLD TRGLD27,670$4.9M1.55%
12AMAZON COM INCAMZN35,102$4.6M1.44%
13AON PLCAON13,467$4.4M1.38%
14BERKSHIRE HATHAWAY INC DELBRK-A11,991$4.1M1.30%
15PROCTER AND GAMBLE CO74271810927,770$4.1M1.27%
16VISA INCV16,759$4.0M1.27%
17UNITEDHEALTH GROUP INCUNH7,245$3.9M1.22%
18JPMORGAN CHASE & COVYLD25,891$3.8M1.20%
19SPDR S&P 500 ETF TRSPY8,378$3.7M1.15%
20PEPSICO INCPEP22,218$3.6M1.12%
21NVIDIA CORPORATIONNVDA8,045$3.5M1.11%
22CHEVRON CORP NEWCVX21,104$3.5M1.11%
23MASTERCARD INCORPORATEDMA8,480$3.4M1.07%
24ISHARES TR46428722634,464$3.2M1.00%
25MARSH & MCLENNAN COS INC57174810215,388$2.9M0.92%
26MOTOROLA SOLUTIONS INCMSI9,936$2.9M0.90%
27COCA COLA COKO53,238$2.9M0.90%
28BOSTON SCIENTIFIC CORPBSX54,513$2.8M0.86%
29TJX COS INC NEW87254010929,763$2.7M0.85%
30YUM BRANDS INCYUM22,407$2.7M0.84%
31ISHARES TR46432F84241,469$2.7M0.84%
32ISHARES TR46428841425,508$2.6M0.81%
33ISHARES TR46428750710,115$2.5M0.79%
34VANGUARD INDEX FDS9229087368,923$2.5M0.79%
35WASTE MGMT INC DEL94106L10915,460$2.5M0.78%
36CHUBB LIMITEDCB11,206$2.4M0.76%
37PAYCHEX INCPAYX19,923$2.4M0.74%
38HOME DEPOT INCHD8,019$2.4M0.74%
39OREILLY AUTOMOTIVE INC67103H1072,450$2.3M0.73%
40REPUBLIC SVCS INC76075910015,615$2.3M0.73%
41ALPHABET INCGOOG16,326$2.3M0.72%
42NASDAQ INCNDAQ44,256$2.2M0.69%
43ALPHABET INCGOOG15,522$2.2M0.69%
44ELEVANCE HEALTH INCELV4,698$2.2M0.69%
45CME GROUP INCCME10,099$2.2M0.69%
46INVESCO QQQ TRIVZ5,845$2.2M0.68%
47ALTRIA GROUP INCMO49,507$2.1M0.67%
48CISCO SYS INCCSCO38,119$2.1M0.65%
49SPDR SER TR78464A37563,066$2.0M0.61%
50CONOCOPHILLIPSCOP14,968$1.9M0.59%
51ELI LILLY & COLLY3,004$1.8M0.57%
52ABBVIE INCABBV11,653$1.7M0.55%
53META PLATFORMS INCMETA5,359$1.7M0.54%
54WALMART INCWMT10,404$1.7M0.53%
55VANGUARD INDEX FDS92290874411,830$1.6M0.52%
56JOHNSON & JOHNSONJNJ10,523$1.6M0.52%
57ISHARES TR46428851322,248$1.6M0.51%
58ARCH RESOURCES INC03940R10710,063$1.6M0.50%
59BROADCOM INCAVGO1,769$1.6M0.49%
60MIDLAND STATES BANCORP INCMSBIP71,095$1.5M0.47%
61MERCK & CO INCMRK14,272$1.5M0.47%
62CATERPILLAR INCCAT5,174$1.4M0.44%
63MCDONALDS CORPMCD5,609$1.4M0.44%
64INTUITIVE SURGICAL INCISRG5,094$1.4M0.44%
65VANGUARD SCOTTSDALE FDS92206C77131,306$1.3M0.42%
66DOW INCDOW26,289$1.3M0.42%
67VANGUARD INDEX FDS9229087696,122$1.3M0.42%
68ISHARES TR46428863826,414$1.3M0.40%
69PFIZER INCPFE35,396$1.2M0.36%
70VERIZON COMMUNICATIONS INCVZ36,097$1.1M0.36%
71SOUTHERN COSOMN16,795$1.1M0.35%
72APPLIED MATLS INC0382221057,813$1.1M0.35%
73SERVICENOW INCNOW1,776$1.0M0.32%
74ISHARES TR46428780410,623$997,8340.31%
75PHILIP MORRIS INTL INC71817210910,637$993,1900.31%
76INNOVATOR ETFS TRINHD29,665$979,6750.31%
77ROYAL CARIBBEAN GROUPV7780T10311,270$974,8570.31%
78VANGUARD TAX-MANAGED FDS92194385821,979$959,3850.30%
79PNC FINL SVCS GROUP INC6934751057,691$916,2110.29%
80FIDELITY COVINGTON TRUST31609284023,316$911,8780.29%
81OVERSEAS SHIPHOLDING GROUP I69036R863192,186$885,9750.28%
82ADOBE INCADBE1,564$875,8690.27%
83LOCKHEED MARTIN CORPLMT1,979$873,0260.27%
84FORTINET INCFTNT14,202$832,9670.26%
85AMGEN INCAMGN2,924$831,8790.26%
86GARTNER INCIT2,356$828,7180.26%
87MARRIOTT INTL INC NEW5719032024,077$805,2010.25%
88SCHWAB STRATEGIC TR80852420115,589$804,3920.25%
89SCHWAB STRATEGIC TR80852470633,609$803,9270.25%
90GALLAGHER ARTHUR J & CO3635761093,400$802,5550.25%
91BANK AMERICA CORP06050510429,061$801,4990.25%
92RIO TINTO PLCRTNTF12,439$800,6920.25%
93SPDR SER TR78464A85415,253$779,0530.24%
94VANGUARD BD INDEX FDS92193783511,241$772,1340.24%
95VANGUARD SCOTTSDALE FDS92206C40910,214$762,0670.24%
96STEEL DYNAMICS INCSTLD7,037$751,4380.24%
97METLIFE INCMET-PF11,743$750,6880.24%
98DEERE & CODE1,900$742,9400.23%
99SPDR SER TR78468R6228,086$717,3840.23%
100INVESCO EXCH TRADED FD TR IIIVZ12,001$712,1590.22%
101INTERNATIONAL BUSINESS MACHSINTR4,989$700,0510.22%
102ACCENTURE PLC IRELANDACN2,232$687,2600.22%
103GENERAL DYNAMICS CORPGD2,825$681,9950.21%
104SELECT SECTOR SPDR TR81369Y8034,019$680,9770.21%
105BLACKROCK INCBLK1,058$672,9710.21%
106DEVON ENERGY CORP NEW25179M10313,450$671,2780.21%
107ISHARES TR4642875984,251$648,0650.20%
108AT&T INCT-PC44,409$647,4120.20%
109COMCAST CORP NEWCCZ14,466$641,5490.20%
110HONEYWELL INTL INC4385161063,422$637,5720.20%
111CSX CORPCSX20,317$637,3560.20%
112RTX CORPORATIONRTX8,525$629,9350.20%
113VANGUARD MUN BD FDS92290774613,148$629,5520.20%
114SPDR SER TR78464A28426,502$619,3520.19%
115TEXAS INSTRS INC8825081043,998$616,6710.19%
116PRUDENTIAL FINL INCPUKPF6,161$596,9820.19%
117QUALCOMM INCQCOM5,306$595,3310.19%
118LOWES COS INC5486611073,002$594,8710.19%
119INTERNATIONAL PAPER CO46014610316,628$590,4700.19%
120NUCOR CORPNUE3,915$585,5270.18%
121L3HARRIS TECHNOLOGIES INCLHX3,282$585,1810.18%
122LYONDELLBASELL INDUSTRIES NLYB6,138$581,5870.18%
123COSTCO WHSL CORP NEW22160K1051,012$581,1990.18%
124UNUM GROUPUNMA11,202$578,8070.18%
1253M COMMM6,337$573,8180.18%
126NIKE INCNKE5,476$562,7420.18%
127ASTRAZENECA PLCAZN7,857$544,2790.17%
128VANGUARD MALVERN FDS92202080511,514$541,0520.17%
129UNITED PARCEL SERVICE INCUPS3,441$540,9080.17%
130BRISTOL-MYERS SQUIBB COCELG-RI9,355$536,2840.17%
131MARATHON PETE CORPMARA3,517$532,3210.17%
132OWENS CORNING NEWOC4,109$527,9100.17%
133INVESCO EXCHANGE TRADED FD TIVZ16,500$514,1400.16%
134MONDELEZ INTL INC6092071058,042$510,8590.16%
135GILEAD SCIENCES INCGILD6,317$508,2260.16%
136ISHARES TR46434V87810,091$507,4760.16%
137AIM ETF PRODUCTS TRUST00888H20817,691$500,4850.16%
138WEST FRASER TIMBER CO LTDWFG7,162$497,5460.16%
139INTUITINTU903$486,8090.15%
140NEXTERA ENERGY INCNEE-PW8,915$483,1090.15%
141VALERO ENERGY CORPVLO3,655$477,8220.15%
142BP PLCBPPFF11,691$477,1100.15%
143NEW YORK CMNTY BANCORP INC64944510343,796$475,6250.15%
144BLACKSTONE INCBX4,497$473,6690.15%
145ABBOTT LABSABLZF4,894$450,9320.14%
146CADENCE DESIGN SYSTEM INCCDNS1,784$445,9670.14%
147DUKE ENERGY CORP NEWDUKB5,006$445,3020.14%
148UNION PAC CORPUNP2,089$441,2360.14%
149INVESCO EXCHANGE TRADED FD TIVZ3,088$440,7810.14%
150VANGUARD SCOTTSDALE FDS92206C1027,282$418,2500.13%
151F N B CORP30252010136,811$415,2280.13%
152INVESCO EXCH TRADED FD TR IIIVZ5,245$414,9320.13%
153AMERICAN ELEC PWR CO INC0255371015,465$413,5510.13%
154VANGUARD WORLD FD9219108161,730$405,9790.13%
155ISHARES TR464287200915$400,6690.13%
156NORTHROP GRUMMAN CORPNOC812$396,9150.12%
157FREEPORT-MCMORAN INCFCX10,879$396,8480.12%
158VANGUARD INDEX FDS9229086112,483$395,4170.12%
159ADVANCED MICRO DEVICES INCAMD3,746$393,9570.12%
160ULTA BEAUTY INCULTA1,018$390,5660.12%
161KINDER MORGAN INC DELEP-PC22,528$390,3860.12%
162ORACLE CORPORCL-PD3,550$387,0920.12%
163ZOETIS INCZTS2,210$385,1150.12%
164HUBBELL INCHUBB1,283$384,4290.12%
165INNOVATOR ETFS TRINHD13,430$383,3750.12%
166FORD MTR CO DEL34537086031,734$381,9960.12%
167LAMB WESTON HLDGS INCLW4,371$379,8020.12%
168US BANCORP DELUSB-PS10,879$379,0460.12%
169EMERSON ELEC COEMR3,895$373,8240.12%
170SPDR SER TR78468R10112,612$361,4110.11%
171ISHARES TR4642876891,433$357,4760.11%
172NETFLIX INCNFLX1,002$356,5540.11%
173COTERRA ENERGY INCCTRA12,083$355,2470.11%
174SCHWAB STRATEGIC TR8085243004,681$352,3390.11%
175CF INDS HLDGS INC1252691003,975$344,0360.11%
176SPDR SER TR78464A4095,616$341,4920.11%
177SYNOPSYS INCSNPS689$339,0200.11%
178INNOVATOR ETFS TRINHD13,659$337,2860.11%
179SALESFORCE INCCRM1,601$335,8350.11%
180MEDTRONIC PLCMDT4,583$333,5510.10%
181ISHARES TR4642876141,202$330,1530.10%
182DANAHER CORPORATION2358511021,555$329,4700.10%
183CONSTELLATION BRANDS INCSTZ1,379$327,9330.10%
184BLACKSTONE SECD LENDING FDBX11,891$327,0030.10%
185VANGUARD WORLD FD9219108732,082$323,3080.10%
186MCKESSON CORPMCK708$322,3220.10%
187ANALOG DEVICES INCADI1,859$320,8820.10%
188PROLOGIS INC.PLDGP2,955$319,9800.10%
189VANGUARD INDEX FDS9229085951,453$310,5420.10%
190ISHARES INC46434G1036,504$310,0390.10%
191MANHATTAN ASSOCIATES INCMANH1,481$306,3010.10%
192ISHARES TR46434V3815,740$301,4070.09%
193CROWN CASTLE INCCCI3,211$299,9410.09%
194DISNEY WALT CO2546871063,445$296,9010.09%
195SCHWAB STRATEGIC TR8085244094,579$296,2620.09%
196ENBRIDGE INCENNPF8,966$292,2060.09%
197VANGUARD INTL EQUITY INDEX F9220428587,456$291,9000.09%
198VANGUARD WHITEHALL FDS9219468854,981$288,8730.09%
199AMERICAN EXPRESS COAXP1,859$286,9330.09%
200FEDEX CORPFDX1,092$270,8620.08%
201FIFTH THIRD BANCORPFITBM10,703$270,7280.08%
202ISHARES TR4642881582,607$269,0390.08%
203THERMO FISHER SCIENTIFIC INCTMO553$268,1940.08%
204AIM ETF PRODUCTS TRUST00888H1098,539$266,9630.08%
205GENCO SHIPPING & TRADING LTDGNK18,261$266,7870.08%
206SPDR SER TR78468R60612,078$265,8370.08%
207SPDR SER TR78464A5086,409$265,7430.08%
208FAIR ISAAC CORPFICO289$264,9740.08%
209INTEL CORPINTC7,331$264,3960.08%
210PHILLIPS EDISON & CO INCPECO7,534$263,5390.08%
211PUBLIC SVC ENTERPRISE GRP IN7445731064,320$262,7070.08%
212HERSHEY COHSY1,370$261,3220.08%
213ISHARES TR4642886465,230$258,8070.08%
214BOEING COBA-PA1,383$256,6830.08%
215PARKER-HANNIFIN CORPPH636$256,2000.08%
216NORTHWESTERN CORPNWE5,225$254,9280.08%
217INVESCO ACTVELY MNGD ETC FDIVZ17,106$254,7030.08%
218T-MOBILE US INCTMUSZ1,783$254,5630.08%
219AIM ETF PRODUCTS TRUST00888H7949,531$254,0130.08%
220CITIGROUP INCC-PR6,105$251,5170.08%
221MONGODB INCMDB687$251,3390.08%
222ISHARES TR46429B7472,513$243,4230.08%
223SCHWAB CHARLES CORPSCHW-PJ4,522$242,7860.08%
224ROCKWELL AUTOMATION INCROK834$242,5750.08%
225ARISTA NETWORKS INCANET1,240$242,3280.08%
226BANK NEW YORK MELLON CORP0640581005,569$241,7170.08%
227GENERAL ELECTRIC CO3696043012,192$241,1640.08%
228DT MIDSTREAM INCDTM4,288$239,6130.08%
229KOHLS CORPKSS11,477$236,8850.07%
230EVERSOURCE ENERGYES4,166$231,0460.07%
231ISHARES TR46435G3263,959$230,2950.07%
232REGENERON PHARMACEUTICALSREGN274$229,2970.07%
233J P MORGAN EXCHANGE TRADED F46641Q3324,257$229,2140.07%
234SCHLUMBERGER LTDSLB3,790$228,2770.07%
235EASTMAN CHEM COEMN3,065$228,0650.07%
236AIM ETF PRODUCTS TRUST00888H4067,650$227,3960.07%
237CVS HEALTH CORPCVS3,144$226,3810.07%
238EATON CORP PLCETN1,067$225,9590.07%
239PINNACLE WEST CAP CORPPNW2,966$225,9500.07%
240SCHWAB STRATEGIC TR8085248624,653$221,9950.07%
241ISHARES TR4642873093,157$221,9500.07%
242WP CAREY INC92936U1093,996$221,6320.07%
243PALO ALTO NETWORKS INCPANW837$219,0710.07%
244STRYKER CORPORATIONSYK815$218,4050.07%
245FIDELITY NATIONAL FINANCIALFNF5,411$217,8350.07%
246INVESCO ACTIVELY MANAGED ETFIVZ8,694$217,2630.07%
247VANGUARD BD INDEX FDS9219378272,904$217,0450.07%
248ISHARES TR4642871502,261$216,6810.07%
249MONSTER BEVERAGE CORP NEWMNST4,324$215,2050.07%
250VANGUARD WORLD FDS92204A702500$213,0350.07%
251UNITED BANKSHARES INC WEST VUNTCW7,585$210,6350.07%
252EVERGY INCEVRG4,190$209,9110.07%
253CAL MAINE FOODS INCCALM4,582$209,0990.07%
254LAMAR ADVERTISING CO NEWLAMR2,438$208,4590.07%
255SPDR SER TR78464A6498,547$204,3590.06%
256CORECIVIC INCCXW18,118$204,1900.06%
257INNOVATOR ETFS TRINHD8,280$204,0190.06%
258GLOBAL NET LEASE INCGNL-PE23,530$202,3580.06%
259SHOPIFY INCSHOP3,732$202,1620.06%
260KEYCORP49326710817,788$197,0910.06%
261DNP SELECT INCOME FD INC23325P10418,824$180,1460.06%
262HUNTINGTON BANCSHARES INCHBANP15,778$163,5220.05%
263FIRST HORIZON CORPORATIONFHN-PH12,450$135,3320.04%
264VALLEY NATL BANCORP91979410711,279$96,3230.03%
265GABELLI UTIL TR36240A10114,500$85,1150.03%
266LUMEN TECHNOLOGIES INCLUMN40,684$57,7710.02%
267MICROVISION INC DELMVIS16,000$34,2400.01%
268MYOMO INCMYO17,701$23,0120.01%
269CANOPY GROWTH CORPCGC11,380$7,8890.00%
270GLUCOTRACK INCGCTK22,098$5,2150.00%