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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 2024 · Filed July 17, 2024 · Accession 0001754960-24-000271

Total Value
$417.0M
Positions
326
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (326)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL95,447$22.4M5.36%
2INVESCO QQQ TRIVZ38,510$19.1M4.58%
3NVIDIA CORPORATIONNVDA79,779$10.2M2.46%
4MICROSOFT CORPMSFT21,512$9.8M2.34%
5TESLA INCTSLA35,593$9.0M2.16%
6ZACKS TRUST98888G105295,856$8.8M2.11%
7SELECT SECTOR SPDR TR81369Y886117,906$8.2M1.97%
8EXXON MOBIL CORPXOM63,493$7.3M1.75%
9AMAZON COM INCAMZN37,990$7.3M1.75%
10SELECT SECTOR SPDR TR81369Y85272,054$6.2M1.50%
11ISHARES TR46428876045,422$6.1M1.46%
12JPMORGAN CHASE & CO.VYLD28,321$5.9M1.43%
13ALTRIA GROUP INCMO112,768$5.4M1.29%
14ISHARES TR46428715041,650$5.1M1.23%
15ISHARES TR46428722644,123$4.3M1.04%
16MERCK & CO INCMRK33,676$4.3M1.03%
17PROCTER AND GAMBLE CO74271810926,142$4.3M1.03%
18VISA INCV15,218$4.1M0.98%
19SPDR S&P 500 ETF TRSPY6,910$3.9M0.93%
20AON PLCAON12,717$3.8M0.91%
21META PLATFORMS INCMETA7,591$3.8M0.90%
22CHEVRON CORP NEWCVX23,828$3.8M0.90%
23SPDR SER TR78468R66340,819$3.7M0.90%
24UNITEDHEALTH GROUP INCUNH7,088$3.7M0.88%
25HARTFORD FINL SVCS GROUP INCHIG-PG35,364$3.6M0.87%
26IMMUNITYBIO INCIBRX560,000$3.6M0.85%
27ISHARES TR46432F84245,997$3.5M0.83%
28ALPHABET INCGOOG18,295$3.4M0.82%
29MASTERCARD INCORPORATEDMA7,543$3.3M0.80%
30WASTE MGMT INC DEL94106L10915,100$3.3M0.78%
31T-MOBILE US INCTMUSZ17,947$3.3M0.78%
32TJX COS INC NEW87254010928,121$3.2M0.77%
33CSX CORPCSX92,500$3.2M0.77%
34MARSH & MCLENNAN COS INC57174810214,635$3.2M0.77%
35REPUBLIC SVCS INC76075910015,844$3.2M0.76%
36VANGUARD INDEX FDS9229087368,218$3.2M0.76%
37HOME DEPOT INCHD8,453$3.0M0.73%
38ISHARES TR46428750749,515$3.0M0.72%
39BROADCOM INCAVGO17,533$3.0M0.72%
40ELEVANCE HEALTH INCELV5,651$3.0M0.72%
41ELI LILLY & COLLY2,995$2.8M0.68%
42TRACTOR SUPPLY COTSCO10,442$2.8M0.68%
43CHUBB LIMITEDCB10,834$2.8M0.68%
44OREILLY AUTOMOTIVE INC67103H1072,617$2.7M0.65%
45ISHARES TR46428841424,925$2.7M0.64%
46WISDOMTREE TRWT58,265$2.6M0.63%
47BERKLEY W R CORPWRB-PH48,489$2.6M0.63%
48JOHNSON & JOHNSONJNJ17,251$2.6M0.62%
49AVERY DENNISON CORPAVY11,445$2.5M0.60%
50MIDLAND STATES BANCORP INCMSBIP105,286$2.5M0.60%
51BERKSHIRE HATHAWAY INC DELBRK-A5,722$2.5M0.60%
52TRAVELERS COMPANIES INCTRV11,623$2.5M0.59%
53INTUITIVE SURGICAL INCISRG5,603$2.5M0.59%
54SYSCO CORPSYY33,170$2.4M0.57%
55ALPHABET INCGOOG12,567$2.4M0.57%
56ABBVIE INCABBV14,052$2.4M0.57%
57CISCO SYS INCCSCO49,035$2.3M0.56%
58APPLIED MATLS INC0382221058,483$2.1M0.50%
59WALMART INCWMT28,871$2.0M0.48%
60GOLDMAN SACHS ETF TRNVGLF19,194$1.9M0.46%
61VANGUARD INDEX FDS92290874411,120$1.8M0.44%
62ISHARES TR46434V62129,881$1.8M0.42%
63FEDERAL SIGNAL CORPFSS18,221$1.7M0.41%
64CATERPILLAR INCCAT4,841$1.7M0.40%
65VANGUARD INDEX FDS9229087695,914$1.6M0.39%
66VANGUARD SCOTTSDALE FDS92206C10227,763$1.6M0.39%
67CONOCOPHILLIPSCOP14,043$1.6M0.39%
68VANGUARD SCOTTSDALE FDS92206C40920,278$1.6M0.38%
69VERIZON COMMUNICATIONS INCVZ38,524$1.6M0.38%
70VANGUARD SCOTTSDALE FDS92206C77133,422$1.5M0.37%
71DEVON ENERGY CORP NEW25179M10331,651$1.5M0.36%
72ISHARES TR46428780413,359$1.5M0.36%
73PEPSICO INCPEP9,080$1.5M0.36%
74QUALCOMM INCQCOM7,124$1.5M0.36%
75ARCH RESOURCES INC03940R1079,000$1.5M0.35%
76MCDONALDS CORPMCD5,705$1.4M0.34%
77SPDR SER TR78464A37543,342$1.4M0.34%
78SOUTHERN COSOMN17,613$1.4M0.34%
79BANK AMERICA CORP06050510433,499$1.4M0.34%
80PNC FINL SVCS GROUP INC6934751058,128$1.4M0.33%
81FIVERR INTL LTDM4R82T10652,268$1.3M0.30%
82SELECT SECTOR SPDR TR81369Y8035,277$1.2M0.30%
83ISHARES TR4642875986,717$1.2M0.29%
84ETF SER SOLUTIONS26922A32122,199$1.2M0.28%
85SIMPLIFY EXCHANGE TRADED FUN82889N63247,867$1.2M0.28%
86WISDOMTREE TRWT30,588$1.2M0.28%
87SCHWAB STRATEGIC TR80852470639,201$1.1M0.26%
88FREEPORT-MCMORAN INCFCX21,054$1.1M0.25%
89BLOCK INCBSQKZ14,694$1.1M0.25%
90PHILIP MORRIS INTL INC71817210910,047$1.1M0.25%
91ZILLOW GROUP INCZ18,491$954,7410.23%
92ISHARES TR46428851312,179$949,8160.23%
93INNOVATOR ETFS TRUSTINHD25,246$945,9680.23%
94ZOOM VIDEO COMMUNICATIONS INZM16,165$942,7630.23%
95L3HARRIS TECHNOLOGIES INCLHX3,992$936,2840.22%
96PFIZER INCPFE31,942$929,4700.22%
97TEXAS INSTRS INC8825081044,553$918,5580.22%
98AMGEN INCAMGN2,774$915,9890.22%
99VANGUARD TAX-MANAGED FDS92194385817,695$904,5960.22%
100METLIFE INCMET-PF11,976$891,0910.21%
101INTERNATIONAL BUSINESS MACHSINTR4,854$887,6600.21%
102GENERAL DYNAMICS CORPGD3,075$877,3540.21%
103CAL MAINE FOODS INCCALM13,963$876,0570.21%
104AT&T INCT-PC46,736$868,4270.21%
105MARRIOTT INTL INC NEW5719032023,487$859,8290.21%
106GALLAGHER ARTHUR J & CO3635761093,172$857,9570.21%
107BLACKROCK INCBLK1,038$854,4080.20%
108COSTCO WHSL CORP NEW22160K1051,002$850,3220.20%
109COTERRA ENERGY INCCTRA31,087$847,1200.20%
1103M COMMM8,214$843,7880.20%
111ORACLE CORPORCL-PD5,778$826,7440.20%
112COCA COLA COKO12,959$821,7360.20%
113HONEYWELL INTL INC4385161063,749$808,5010.19%
114PRUDENTIAL FINL INCPUKPF6,437$807,7360.19%
115VANGUARD INDEX FDS9229083631,548$799,0500.19%
116CADENCE DESIGN SYSTEM INCCDNS2,529$798,0720.19%
117NETFLIX INCNFLX1,196$784,9020.19%
118SPDR GOLD TRGLD3,453$772,8850.19%
119SPDR SER TR78464A85411,690$770,0550.18%
120WIX COM LTDWIX4,597$761,4120.18%
121LOCKHEED MARTIN CORPLMT1,640$760,8650.18%
122INTUITINTU1,137$746,4190.18%
123ARISTA NETWORKS INCANET2,045$737,0800.18%
124ADVANCED MICRO DEVICES INCAMD4,064$731,2580.18%
125WISDOMTREE TRWT23,756$728,6990.17%
126STEEL DYNAMICS INCSTLD5,452$719,1720.17%
127RIO TINTO PLCRTNTF10,611$716,7650.17%
128ISHARES TR4642872001,229$693,6730.17%
129AIM ETF PRODUCTS TRUST00888H20821,828$688,8920.17%
130LOWES COS INC5486611072,936$681,6850.16%
131SERVICENOW INCNOW885$679,4260.16%
132SPDR SER TR78464A28426,192$674,7060.16%
133AMERICAN ELEC PWR CO INC0255371017,387$671,8130.16%
134FIDELITY COVINGTON TRUST31609284013,875$670,2830.16%
135BLACKSTONE INCBX5,063$670,1890.16%
136VANGUARD WORLD FD9219108162,048$666,4580.16%
137PARKER-HANNIFIN CORPPH1,219$664,0380.16%
138BERKSHIRE HATHAWAY INC DELBRK-A1$652,9970.16%
139INVESCO EXCHANGE TRADED FD TIVZ16,460$633,7100.15%
140NEXTERA ENERGY INCNEE-PW8,801$630,0150.15%
141NUCOR CORPNUE3,818$629,4740.15%
142CAPRI HOLDINGS LIMITEDCPRI17,953$629,3210.15%
143CITIGROUP INCC-PR9,579$623,9450.15%
144ASTRAZENECA PLCAZN7,964$622,1330.15%
145FORTINET INCFTNT10,269$615,0830.15%
146VANGUARD INTL EQUITY INDEX F92204285813,431$606,1110.15%
147GENCO SHIPPING & TRADING LTDGNK28,838$599,2640.14%
148ACCENTURE PLC IRELANDACN1,885$597,3170.14%
149GARTNER INCIT1,308$595,1660.14%
150SALESFORCE INCCRM2,242$566,9840.14%
151OWENS CORNING NEWOC3,226$561,9880.13%
152RTX CORPORATIONRTX5,517$560,5700.13%
153DOW INCDOW10,522$560,4070.13%
154DEERE & CODE1,492$553,9550.13%
155VANGUARD INTL EQUITY INDEX F9220427758,999$545,8790.13%
156SCHWAB STRATEGIC TR8085242018,198$544,0190.13%
157MARATHON PETE CORPMARA3,211$535,3050.13%
158ISHARES TR4642876141,413$534,1710.13%
159ABBOTT LABSABLZF5,157$531,0580.13%
160SPOTIFY TECHNOLOGY S ASPOT1,747$527,8560.13%
161VANGUARD WORLD FD92204A702869$524,4230.13%
162AMERICAN EXPRESS COAXP2,055$501,1570.12%
163ISHARES TR4642882574,312$500,4940.12%
164CROWDSTRIKE HLDGS INCCRWD1,320$498,0740.12%
165INVESCO EXCH TRADED FD TR IIIVZ5,245$496,4920.12%
166SELECT SECTOR SPDR TR81369Y60511,501$494,5610.12%
167SYNOPSYS INCSNPS798$491,5330.12%
168OMNICELL COMOMCL18,514$489,5210.12%
169NUTANIX INCNTNX9,356$484,2040.12%
170COMCAST CORP NEWCCZ12,388$482,2300.12%
171PLANET FITNESS INCPLNT6,228$476,2160.11%
172PALO ALTO NETWORKS INCPANW1,389$473,4090.11%
173UNITED PARCEL SERVICE INCUPS3,264$470,4390.11%
174COINBASE GLOBAL INCCOIN1,913$464,5720.11%
175VANGUARD MUN BD FDS9229077469,186$463,5390.11%
176VALERO ENERGY CORPVLO3,043$452,7100.11%
177SCHWAB STRATEGIC TR8085243004,294$448,7230.11%
178PROLOGIS INC.PLDGP3,673$444,7990.11%
179MCKESSON CORPMCK764$441,7810.11%
180TARGET CORPTGT2,886$436,6160.10%
181ISHARES TR4642876891,359$434,1190.10%
182DUKE ENERGY CORP NEWDUKB4,114$433,3320.10%
183MANHATTAN ASSOCIATES INCMANH1,776$428,2190.10%
184VANGUARD WORLD FD92204A5041,558$422,7310.10%
185HUBBELL INCHUBB1,128$422,5210.10%
186ANALOG DEVICES INCADI1,762$418,8630.10%
187FIFTH THIRD BANCORPFITBM10,699$418,8070.10%
188F N B CORP30252010128,086$414,2690.10%
189EMERSON ELEC COEMR3,542$414,1740.10%
190US BANCORP DELUSB-PS9,633$407,9000.10%
191LYONDELLBASELL INDUSTRIES NLYB4,197$401,4560.10%
192SPDR SER TR78464A4094,811$399,0560.10%
193NIKE INCNKE5,511$394,6690.09%
194GENERAL MTRS CO37045V1007,999$394,3260.09%
195PAYCOM SOFTWARE INCPAYC2,525$394,0930.09%
196EMCOR GROUP INCEME1,036$393,8140.09%
197BP PLCBPPFF11,172$391,3550.09%
198DANAHER CORPORATION2358511021,585$390,3230.09%
199AIM ETF PRODUCTS TRUST00888H10910,559$388,5710.09%
200KINDER MORGAN INC DELEP-PC18,957$382,3730.09%
201SPDR SER TR78468R6224,010$381,9020.09%
202J P MORGAN EXCHANGE TRADED F46641Q8377,422$374,3750.09%
203FEDEX CORPFDX1,225$373,6740.09%
204VANGUARD CHARLOTTE FDS92203J4077,560$370,7650.09%
205VANGUARD WORLD FD9219108731,799$366,3680.09%
206MONDELEZ INTL INC6092071055,663$364,7970.09%
207ROYAL CARIBBEAN GROUPV7780T1032,175$364,7750.09%
208BLACKSTONE SECD LENDING FDBX11,891$363,5080.09%
209ZOETIS INCZTS2,042$363,4350.09%
210FORD MTR CO DEL34537086025,445$362,0850.09%
211ULTA BEAUTY INCULTA905$357,6200.09%
212VANGUARD INDEX FDS9229086111,871$356,9850.09%
213ISHARES TR46434V8787,050$355,8840.09%
214AIM ETF PRODUCTS TRUST00888H76011,168$355,4320.09%
215TRUIST FINL CORP89832Q1098,535$352,5970.08%
216BANK NEW YORK MELLON CORP0640581005,333$350,3150.08%
217ISHARES TR46434V3815,701$346,5070.08%
218MEDTRONIC PLCMDT4,460$343,8880.08%
219UNION PAC CORPUNP1,461$342,5570.08%
220ISHARES INC46434G1036,183$341,7050.08%
221SELECT SECTOR SPDR TR81369Y2092,282$337,1950.08%
222SCHWAB STRATEGIC TR8085244094,410$335,5150.08%
223SELECT SECTOR SPDR TR81369Y5063,636$332,9870.08%
224UNUM GROUPUNMA6,278$332,4200.08%
225PINTEREST INCPINS8,006$331,1280.08%
226TRANE TECHNOLOGIES PLCTT965$329,3910.08%
227VANGUARD BD INDEX FDS9219378354,427$322,0880.08%
228HCA HEALTHCARE INCHCA1,011$321,4910.08%
229INNOVATOR ETFS TRUSTINHD10,689$315,4740.08%
230ENBRIDGE INCENNPF8,702$311,4380.07%
231PUBLIC SVC ENTERPRISE GRP IN7445731064,171$311,0860.07%
232GE AEROSPACE3696043011,923$306,8340.07%
233ISHARES TR4642873093,174$304,8550.07%
234LAMB WESTON HLDGS INCLW3,904$300,2400.07%
235DISNEY WALT CO2546871063,072$297,5360.07%
236THERMO FISHER SCIENTIFIC INCTMO546$297,4470.07%
237CONSTELLATION BRANDS INCSTZ1,191$297,2030.07%
238INNOVATOR ETFS TRUSTINHD11,745$293,1540.07%
239EASTMAN CHEM COEMN2,988$291,8110.07%
240KIMBERLY-CLARK CORPKMB2,026$285,7490.07%
241LAMAR ADVERTISING CO NEWLAMR2,418$284,5850.07%
242AIM ETF PRODUCTS TRUST00888H4068,390$283,9180.07%
243ISHARES TR4642886612,428$282,8620.07%
244PULTE GROUP INC7458671012,405$279,5060.07%
245ISHARES TR46435G3264,112$279,3280.07%
246MAGNA INTL INC5592224016,267$278,5680.07%
247ISHARES TR4642881582,603$273,1050.07%
248HERSHEY COHSY1,438$271,5830.07%
249ISHARES TR4642875231,036$269,5460.06%
250STRYKER CORPORATIONSYK813$269,2530.06%
251KEYCORP49326710817,366$269,1680.06%
252EATON CORP PLCETN822$268,8190.06%
253VANGUARD WHITEHALL FDS9219468854,180$266,9200.06%
254SPDR SER TR78464A5085,326$265,7100.06%
255MOODYS CORPMCO595$265,5530.06%
256VANGUARD BD INDEX FDS9219378273,420$263,8530.06%
257VANGUARD INTL EQUITY INDEX F9220428663,400$261,4940.06%
258CORECIVIC INCCXW18,118$261,0800.06%
259JOHNSON CTLS INTL PLCG515021053,705$259,3870.06%
260VERTEX PHARMACEUTICALS INCVRTX526$257,9880.06%
261SELECT SECTOR SPDR TR81369Y4071,342$256,7140.06%
262CONSTELLATION ENERGY CORPCEG1,204$256,3080.06%
263PHILLIPS EDISON & CO INCPECO7,534$254,7250.06%
264REGENERON PHARMACEUTICALSREGN235$254,2960.06%
265ETF SER SOLUTIONS26922B6677,071$253,3540.06%
266SEI EXCHANGE TRADED FUNDS81589A2057,393$251,4360.06%
267NORTHROP GRUMMAN CORPNOC579$250,2540.06%
268ISHARES TR4642876711,892$250,2360.06%
269SEI EXCHANGE TRADED FUNDS81589A3047,837$249,9650.06%
270MICRON TECHNOLOGY INCMU1,908$249,7040.06%
271INNOVATOR ETFS TRUSTINHD9,243$249,4690.06%
272ISHARES TR4642898674,330$248,1520.06%
273INVESCO ACTVELY MNGD ETC FDIVZ17,661$246,7240.06%
274INVESCO EXCHANGE TRADED FD TIVZ1,462$246,6790.06%
275ISHARES TR4642877211,569$245,8580.06%
276SCHWAB CHARLES CORPSCHW-PJ3,264$245,0280.06%
277ADOBE INCADBE433$244,8730.06%
278BOSTON SCIENTIFIC CORPBSX3,137$244,7490.06%
279KOHLS CORPKSS11,122$243,2380.06%
280CROWN CASTLE INCCCI2,350$242,3390.06%
281INNOVATOR ETFS TRUSTINHD7,289$241,8490.06%
282ISHARES TR4642886464,672$240,8880.06%
283AUTOMATIC DATA PROCESSING INADP992$240,6480.06%
284FIRST TR EXCHANGE-TRADED FD33733E3021,172$240,5180.06%
285ISHARES TR46429B7472,413$240,3110.06%
286FIDELITY NATIONAL FINANCIALFNF4,512$238,7170.06%
287GILEAD SCIENCES INCGILD3,357$237,7090.06%
288UGI CORP NEW90268110510,123$237,2830.06%
289UBER TECHNOLOGIES INCUBER3,270$236,4060.06%
290GLOBAL X FDS37954Y4755,739$234,6880.06%
291AIM ETF PRODUCTS TRUST00888H7527,914$233,2780.06%
292VODAFONE GROUP PLC NEW92857W30825,820$233,1550.06%
293CF INDS HLDGS INC1252691003,288$232,6260.06%
294ISHARES TR4642874402,454$232,2710.06%
295VANGUARD INDEX FDS922908595869$227,0610.05%
296WP CAREY INC92936U1093,898$226,8640.05%
297HUNTINGTON BANCSHARES INCHBANP16,400$225,1220.05%
298FIRST TR EXCHNG TRADED FD VI33740F7557,659$223,8850.05%
299HEALTHPEAK PROPERTIES INCDOC10,797$223,0640.05%
300GOLDMAN SACHS ETF TRNVGLF2,884$222,5010.05%
301VANGUARD SPECIALIZED FUNDS9219088441,178$221,2520.05%
302ISHARES TR4642874322,379$220,9140.05%
303ONEOK INC NEWOKE2,608$220,8450.05%
304LENNAR CORPLEN-B1,385$220,4640.05%
305EVERSOURCE ENERGYES3,719$220,3630.05%
306HALLIBURTON COHAL6,468$220,1750.05%
307GLOBAL X FDS37954Y48312,226$219,7100.05%
308PURE STORAGE INC74624M1023,330$219,1470.05%
309SCHWAB STRATEGIC TR8085246074,373$219,1310.05%
310TEXTRON INCTXT2,367$215,6100.05%
311AMERIPRISE FINL INC03076C106481$214,2620.05%
312JANUS DETROIT STR TR47103U8454,214$213,9310.05%
313UNITED BANKSHARES INC WEST VUNTCW5,970$211,1590.05%
314SHOPIFY INCSHOP3,287$211,0580.05%
315FIRST TR EXCHNG TRADED FD VI33740U7527,002$210,3400.05%
316GENUINE PARTS COGPC1,488$210,1500.05%
317CITIZENS FINL GROUP INCCIA5,373$207,6890.05%
318COMERICA INC2003401073,655$205,2040.05%
319INNOVATOR ETFS TRUSTINHD3,366$203,4240.05%
320VANGUARD MALVERN FDS9220208054,193$202,7210.05%
321NORTHWESTERN ENERGY GROUP INNWE3,919$201,7890.05%
322GLOBAL NET LEASE INCGNL-PE22,838$185,9010.04%
323DNP SELECT INCOME FD INC23325P10420,247$171,0840.04%
324MYOMO INCMYO21,565$107,8230.03%
325GABELLI UTIL TR36240A10114,500$88,4500.02%
326NEWELL BRANDS INCNWL11,139$69,9530.02%