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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 Q1 2024 · Filed April 23, 2024 · Accession 0001754960-24-000170

Total Value
$342.4M
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL87,470$14.4M4.21%
2SPDR SER TR78468R66386,062$7.9M2.30%
3EXXON MOBIL CORPXOM63,023$7.6M2.21%
4MICROSOFT CORPMSFT18,790$7.5M2.19%
5ISHARES TR464288836116,854$7.4M2.15%
6ZACKS TRUST98888G105255,012$6.8M2.00%
7ISHARES TR46436E71861,748$6.2M1.81%
8SELECT SECTOR SPDR TR81369Y605150,291$6.1M1.77%
9AMAZON COM INCAMZN33,433$5.8M1.70%
10SELECT SECTOR SPDR TR81369Y70448,056$5.8M1.69%
11NVIDIA CORPORATIONNVDA7,538$5.7M1.68%
12TESLA INCTSLA34,652$5.1M1.49%
13JPMORGAN CHASE & COVYLD26,993$5.0M1.46%
14LISTED FD TR53656G373192,178$4.9M1.43%
15SPDR GOLD TRGLD21,319$4.7M1.38%
16JOHNSON & JOHNSONJNJ30,657$4.5M1.32%
17MERCK & CO INCMRK32,753$4.1M1.20%
18VISA INCV15,081$4.1M1.19%
19AON PLCAON12,996$4.0M1.18%
20PROCTER AND GAMBLE CO74271810925,126$4.0M1.16%
21MASTERCARD INCORPORATEDMA8,396$3.8M1.12%
22CHEVRON CORP NEWCVX22,503$3.6M1.05%
23ISHARES TR46428722637,595$3.6M1.05%
24HARTFORD FINL SVCS GROUP INCHIG-PG36,165$3.6M1.05%
25UNITEDHEALTH GROUP INCUNH7,079$3.5M1.04%
26SPDR S&P 500 ETF TRSPY6,693$3.3M0.97%
27ALTRIA GROUP INCMO78,483$3.3M0.96%
28META PLATFORMS INCMETA6,370$3.1M0.90%
29WASTE MGMT INC DEL94106L10914,793$3.1M0.89%
30MARSH & MCLENNAN COS INC57174810214,785$3.0M0.87%
31REPUBLIC SVCS INC76075910015,614$3.0M0.87%
32T-MOBILE US INCTMUSZ17,797$2.9M0.84%
33ISHARES TR46432F84240,759$2.9M0.84%
34ELEVANCE HEALTH INCELV5,254$2.8M0.82%
35OREILLY AUTOMOTIVE INC67103H1072,516$2.7M0.80%
36HOME DEPOT INCHD8,061$2.7M0.79%
37VANGUARD INDEX FDS9229087368,287$2.7M0.78%
38CHUBB LIMITEDCB10,660$2.7M0.78%
39BERKLEY W R CORPWRB-PH31,971$2.6M0.77%
40TJX COS INC NEW87254010927,953$2.6M0.76%
41TRACTOR SUPPLY COTSCO10,305$2.6M0.76%
42ISHARES TR46428841424,395$2.6M0.76%
43SYSCO CORPSYY32,811$2.5M0.74%
44MIDLAND STATES BANCORP INCMSBIP105,286$2.5M0.73%
45ISHARES TR46428750743,447$2.5M0.72%
46AMETEK INCAME13,595$2.4M0.71%
47AVERY DENNISON CORPAVY11,260$2.4M0.70%
48ALPHABET INCGOOG15,282$2.4M0.69%
49CISCO SYS INCCSCO45,650$2.2M0.64%
50ALPHABET INCGOOG13,624$2.1M0.62%
51ABBVIE INCABBV12,406$2.1M0.60%
52VANGUARD INDEX FDS9229087698,232$2.0M0.59%
53BERKSHIRE HATHAWAY INC DELBRK-A4,925$2.0M0.58%
54ELI LILLY & COLLY2,745$2.0M0.58%
55BROADCOM INCAVGO1,593$1.9M0.56%
56INTUITIVE SURGICAL INCISRG5,219$1.9M0.56%
57CATERPILLAR INCCAT5,382$1.9M0.56%
58WALMART INCWMT30,240$1.8M0.53%
59CONOCOPHILLIPSCOP13,849$1.8M0.52%
60INVESCO QQQ TRIVZ4,160$1.7M0.50%
61VANGUARD SCOTTSDALE FDS92206C77135,047$1.6M0.45%
62DEVON ENERGY CORP NEW25179M10329,842$1.5M0.45%
63PEPSICO INCPEP8,806$1.5M0.45%
64VANGUARD INDEX FDS9229087449,702$1.5M0.44%
65GLOBE LIFE INCGL-PD22,565$1.5M0.44%
66VANGUARD SCOTTSDALE FDS92206C10225,690$1.5M0.43%
67ARCH RESOURCES INC03940R1079,045$1.5M0.43%
68FEDERAL SIGNAL CORPFSS18,221$1.5M0.43%
69INVESCO EXCHANGE TRADED FD TIVZ8,731$1.4M0.41%
70APPLIED MATLS INC0382221057,245$1.4M0.40%
71VERIZON COMMUNICATIONS INCVZ33,775$1.4M0.40%
72MCDONALDS CORPMCD4,513$1.2M0.36%
73PNC FINL SVCS GROUP INC6934751057,967$1.2M0.35%
74RIO TINTO PLCRTNTF18,114$1.2M0.35%
75STEEL DYNAMICS INCSTLD8,852$1.2M0.35%
76SOUTHERN COSOMN16,760$1.2M0.35%
77ISHARES TR4642875986,516$1.1M0.32%
78SPDR SER TR78464A37533,472$1.1M0.31%
79INNOVATOR ETFS TRUSTINHD28,974$1.0M0.30%
80BANK AMERICA CORP06050510427,504$1.0M0.30%
81ISHARES TR46428851313,293$1.0M0.30%
82FREEPORT-MCMORAN INCFCX19,368$960,8320.28%
83ISHARES TR4642878049,076$936,7770.27%
84INTERNATIONAL BUSINESS MACHSINTR5,106$927,0940.27%
85PHILIP MORRIS INTL INC7181721099,773$916,4490.27%
86GENERAL DYNAMICS CORPGD3,047$879,4690.26%
87VANGUARD TAX-MANAGED FDS92194385818,010$861,9680.25%
88SERVICENOW INCNOW1,201$857,4060.25%
89METLIFE INCMET-PF12,021$854,8390.25%
90VANGUARD SCOTTSDALE FDS92206C40911,180$854,4940.25%
91SCHWAB STRATEGIC TR80852470633,969$838,6950.24%
92QUALCOMM INCQCOM5,304$836,1280.24%
93PFIZER INCPFE32,035$832,9090.24%
94LOCKHEED MARTIN CORPLMT1,790$830,2730.24%
95MARRIOTT INTL INC NEW5719032023,493$824,3350.24%
96OWENS CORNING NEWOC5,130$821,2960.24%
97SPDR SER TR78464A85413,714$798,6960.23%
98COTERRA ENERGY INCCTRA28,386$787,7040.23%
99ISHARES TR46434V62114,067$783,6730.23%
100SELECT SECTOR SPDR TR81369Y8034,037$777,2650.23%
101GOLDMAN SACHS ETF TRNVGLF7,702$770,1090.22%
102CAL MAINE FOODS INCCALM12,721$764,4050.22%
103COCA COLA COKO12,671$762,4330.22%
104BLACKROCK INCBLK1,007$755,2300.22%
105GALLAGHER ARTHUR J & CO3635761093,176$751,3520.22%
106FIVERR INTL LTDM4R82T10638,143$748,7470.22%
107AMGEN INCAMGN2,753$740,4420.22%
1083M COMMM8,002$738,3660.22%
109PRUDENTIAL FINL INCPUKPF6,543$723,7210.21%
110NUCOR CORPNUE3,744$716,4520.21%
111LOWES COS INC5486611073,090$711,4750.21%
112HONEYWELL INTL INC4385161063,651$709,2030.21%
113AT&T INCT-PC41,764$689,5220.20%
114CSX CORPCSX19,886$682,8850.20%
115BLOCK INCBSQKZ9,571$673,9900.20%
116ZOOM VIDEO COMMUNICATIONS INZM11,273$670,1800.20%
117NETFLIX INCNFLX1,206$669,3780.20%
118SPDR SER TR78464A28426,192$663,4430.19%
119COSTCO WHSL CORP NEW22160K105933$661,9870.19%
120FIDELITY COVINGTON TRUST31609284014,980$652,3730.19%
121FORTINET INCFTNT10,120$641,5760.19%
122DEERE & CODE1,589$635,9280.19%
123L3HARRIS TECHNOLOGIES INCLHX3,082$633,1970.18%
124AMERICAN ELEC PWR CO INC0255371017,448$627,1130.18%
125ORACLE CORPORCL-PD5,434$624,2720.18%
126MARATHON PETE CORPMARA3,131$614,9630.18%
127NEXTERA ENERGY INCNEE-PW9,484$609,8090.18%
128GARTNER INCIT1,366$601,5590.18%
129ADVANCED MICRO DEVICES INCAMD4,099$601,0770.18%
130CADENCE DESIGN SYSTEM INCCDNS2,139$599,3150.18%
131TEXAS INSTRS INC8825081043,729$595,3670.17%
132BLACKSTONE INCBX4,938$584,6590.17%
133ACCENTURE PLC IRELANDACN1,841$583,3760.17%
134ISHARES TR4642872001,149$571,6830.17%
135DOW INCDOW9,951$563,8020.16%
136COMCAST CORP NEWCCZ13,708$551,6200.16%
137INVESCO EXCHANGE TRADED FD TIVZ16,460$550,0930.16%
138NIKE INCNKE5,766$545,0130.16%
139RTX CORPORATIONRTX5,355$543,8990.16%
140ASTRAZENECA PLCAZN7,900$541,5320.16%
141VANGUARD WORLD FD9219108162,012$538,9000.16%
142ZILLOW GROUP INCZ12,821$536,1740.16%
143ABBOTT LABSABLZF4,992$535,5650.16%
144INTUITINTU882$533,7600.16%
145AIM ETF PRODUCTS TRUST00888H20818,068$533,3670.16%
146VALERO ENERGY CORPVLO3,229$529,2640.15%
147GENCO SHIPPING & TRADING LTDGNK25,564$525,3460.15%
148SELECT SECTOR SPDR TR81369Y5065,098$484,1580.14%
149TARGET CORPTGT2,868$482,6010.14%
150SPDR SER TR78464A4096,871$472,0860.14%
151INVESCO EXCH TRADED FD TR IIIVZ5,245$471,9980.14%
152VANGUARD INDEX FDS9229083631,026$466,9330.14%
153AMERICAN EXPRESS COAXP1,998$461,6180.13%
154VANGUARD BD INDEX FDS9219378356,520$461,5290.13%
155VANGUARD MUN BD FDS9229077469,186$459,0240.13%
156SCHWAB STRATEGIC TR8085242017,762$455,6290.13%
157ISHARES TR4642882574,312$450,7760.13%
158BP PLCBPPFF11,597$446,7160.13%
159UNITED PARCEL SERVICE INCUPS3,116$444,9370.13%
160FORD MTR CO DEL34537086036,199$439,4580.13%
161HUBBELL INCHUBB1,131$438,8340.13%
162DUKE ENERGY CORP NEWDUKB4,400$432,2750.13%
163VANGUARD MALVERN FDS9220208059,036$432,0950.13%
164CAPRI HOLDINGS LIMITEDCPRI11,211$431,9600.13%
165SPDR SER TR78468R6224,611$428,8130.13%
166KINDER MORGAN INC DELEP-PC22,598$425,7520.12%
167LYONDELLBASELL INDUSTRIES NLYB4,195$422,6170.12%
168US BANCORP DELUSB-PS10,348$418,5770.12%
169WIX COM LTDWIX3,434$416,9220.12%
170ISHARES TR4642876141,262$398,9810.12%
171SYNOPSYS INCSNPS778$397,3320.12%
172DISNEY WALT CO2546871063,501$394,1910.12%
173COINBASE GLOBAL INCCOIN1,847$389,7350.11%
174ISHARES TR4642876891,359$384,8140.11%
175NUTANIX INCNTNX6,528$383,5200.11%
176EMERSON ELEC COEMR3,528$383,0700.11%
177FIFTH THIRD BANCORPFITBM10,492$380,3370.11%
178SALESFORCE INCCRM1,407$380,2750.11%
179SPDR SER TR78464A5087,925$379,1360.11%
180F N B CORP30252010128,734$377,2770.11%
181MEDTRONIC PLCMDT4,738$376,5760.11%
182ULTA BEAUTY INCULTA904$373,8040.11%
183BLACKSTONE SECD LENDING FDBX11,891$372,3070.11%
184SCHWAB STRATEGIC TR8085243004,209$366,3510.11%
185OMNICELL COMOMCL13,069$363,7100.11%
186VANGUARD CHARLOTTE FDS92203J4077,484$363,6330.11%
187ISHARES TR46434V8787,175$361,9070.11%
188DANAHER CORPORATION2358511021,523$358,6940.10%
189MONDELEZ INTL INC6092071055,229$356,1230.10%
190MCKESSON CORPMCK670$351,6430.10%
191VANGUARD INDEX FDS9229086111,931$346,0960.10%
192PALO ALTO NETWORKS INCPANW1,240$344,3600.10%
193UNUM GROUPUNMA6,569$337,3840.10%
194VANGUARD WORLD FD92204A702681$326,8120.10%
195PARKER-HANNIFIN CORPPH610$326,1370.10%
196ARISTA NETWORKS INCANET1,320$324,8390.09%
197CONSTELLATION BRANDS INCSTZ1,234$321,7150.09%
198SCHWAB STRATEGIC TR8085244094,413$319,1520.09%
199VANGUARD WORLD FD92204A5041,256$318,1820.09%
200VANGUARD WORLD FD9219108731,793$317,5510.09%
201PROLOGIS INC.PLDGP3,068$317,5090.09%
202LAMB WESTON HLDGS INCLW3,918$317,3810.09%
203ANALOG DEVICES INCADI1,707$312,9960.09%
204ISHARES TR46434V3815,701$310,4190.09%
205MANHATTAN ASSOCIATES INCMANH1,371$310,3120.09%
206HALLIBURTON COHAL7,864$307,3330.09%
207UBER TECHNOLOGIES INCUBER4,422$306,0020.09%
208ISHARES INC46434G1036,102$305,2680.09%
209VANGUARD INTL EQUITY INDEX F9220428587,450$304,6130.09%
210ISHARES TR4642886386,061$304,1480.09%
211THERMO FISHER SCIENTIFIC INCTMO556$302,6250.09%
212INVESCO ACTIVELY MANAGED ETFIVZ12,000$302,4000.09%
213ZOETIS INCZTS2,062$302,0830.09%
214ENBRIDGE INCENNPF8,598$299,7350.09%
215AIM ETF PRODUCTS TRUST00888H1098,883$298,7890.09%
216UNION PAC CORPUNP1,279$296,9270.09%
217PAYCOM SOFTWARE INCPAYC1,612$295,3990.09%
218HCA HEALTHCARE INCHCA960$292,9220.09%
219INNOVATOR ETFS TRUSTINHD10,689$292,0230.09%
220BANK NEW YORK MELLON CORP0640581005,148$289,7970.08%
221NORTHROP GRUMMAN CORPNOC626$289,6360.08%
222EASTMAN CHEM COEMN2,990$288,2970.08%
223CROWDSTRIKE HLDGS INCCRWD993$280,6620.08%
224EMCOR GROUP INCEME854$280,4860.08%
225ALBEMARLE CORPALB-PA2,495$279,8140.08%
226ADOBE INCADBE595$276,6870.08%
227BRISTOL-MYERS SQUIBB COCELG-RI5,612$274,6080.08%
228INNOVATOR ETFS TRUSTINHD10,966$273,8710.08%
229PUBLIC SVC ENTERPRISE GRP IN7445731064,154$273,0840.08%
230LAMAR ADVERTISING CO NEWLAMR2,449$272,9170.08%
231ISHARES TR4642881582,605$272,4570.08%
232PLANET FITNESS INCPLNT4,643$272,4510.08%
233CF INDS HLDGS INC1252691003,403$270,4360.08%
234HERSHEY COHSY1,448$267,8250.08%
235CORECIVIC INCCXW18,118$266,8780.08%
236VANGUARD WHITEHALL FDS9219468854,268$266,0500.08%
237ISHARES TR46435G3264,140$265,4980.08%
238UGI CORP NEW90268110510,254$263,9380.08%
239CITIGROUP INCC-PR4,441$262,6530.08%
240TRANE TECHNOLOGIES PLCTT905$260,8840.08%
241KEYCORP49326710817,598$257,4640.08%
242SPOTIFY TECHNOLOGY S ASPOT929$256,2460.07%
243KOHLS CORPKSS10,992$254,9040.07%
244CROWN CASTLE INCCCI2,664$253,5940.07%
245PHILLIPS EDISON & CO INCPECO7,534$248,7730.07%
246MOODYS CORPMCO660$247,0950.07%
247STRYKER CORPORATIONSYK755$245,7420.07%
248INNOVATOR ETFS TRUSTINHD9,418$244,6040.07%
249ROYAL CARIBBEAN GROUPV7780T1031,867$241,2350.07%
250ISHARES TR46429B7472,413$239,4420.07%
251GENERAL ELECTRIC CO3696043011,617$239,4130.07%
252INNOVATOR ETFS TRUSTINHD7,177$235,1490.07%
253VANGUARD SPECIALIZED FUNDS9219088441,338$232,9990.07%
254TRUIST FINL CORP89832Q1096,266$230,5710.07%
255JOHNSON CTLS INTL PLCG515021053,602$229,3030.07%
256AIRBNB INCABNB1,471$228,0200.07%
257INNOVATOR ETFS TRUSTINHD7,289$227,9270.07%
258GLOBAL X FDS37954Y4755,713$227,0250.07%
259SCHWAB CHARLES CORPSCHW-PJ3,089$226,7940.07%
260AIM ETF PRODUCTS TRUST00888H4067,040$226,4440.07%
261FIRST TR EXCHANGE-TRADED FD33733E3021,172$226,0910.07%
262SHOPIFY INCSHOP3,222$224,4770.07%
263EVERSOURCE ENERGYES3,732$222,7580.07%
264VANGUARD INDEX FDS922908595935$222,1840.06%
265SEI EXCHANGE TRADED FUNDS81589A3047,575$221,8830.06%
266EATON CORP PLCETN731$221,5080.06%
267TEXTRON INCTXT2,371$221,2140.06%
268GILEAD SCIENCES INCGILD3,303$220,5080.06%
269BOSTON SCIENTIFIC CORPBSX3,275$220,5060.06%
270WP CAREY INC92936U1093,913$219,9500.06%
271ISHARES TR4642873092,767$219,4670.06%
272INVESCO ACTVELY MNGD ETC FDIVZ15,499$219,3110.06%
273ISHARES TR4642871502,008$218,4780.06%
274FIDELITY NATIONAL FINANCIALFNF4,453$217,1730.06%
275SEI EXCHANGE TRADED FUNDS81589A2057,312$217,0200.06%
276PULTE GROUP INC7458671012,051$216,1840.06%
277CONSTELLATION ENERGY CORPCEG1,189$215,0900.06%
278NORTHWESTERN ENERGY GROUP INNWE4,110$206,0340.06%
279REGENERON PHARMACEUTICALSREGN225$201,7850.06%
280UNITED BANKSHARES INC WEST VUNTCW5,879$200,8850.06%
281HUNTINGTON BANCSHARES INCHBANP14,740$195,7500.06%
282DNP SELECT INCOME FD INC23325P10419,035$167,5080.05%
283GLOBAL NET LEASE INCGNL-PE23,530$158,8280.05%
284GABELLI UTIL TR36240A10114,500$80,3300.02%
285NEWELL BRANDS INCNWL11,001$75,6870.02%
286MYOMO INCMYO21,565$68,7910.02%
287GLUCOTRACK INCGCTK22,098$18,1200.01%
288HEART TEST LABORATORIES INC42254E10420,400$2,0420.00%