Top 50 Accurate Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 5.38% | 237.1K | $44.7M | +135.15%(+136.25K) | $128.73(+75.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.88% | 123.8K | $32.2M | +8.09%(+9.27K) | $174.88(+70.90%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.04% | 37.2K | $25.3M | +4.50%(+1.60K) | $553.42(+34.13%) | 2026-03-31 | |
| CLIP | GLOBAL X FDS | 2.2% | 182.4K | $18.3M | -42.08%(-132.49K) | $100.43(-0.23%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.84% | 41.2K | $15.3M | +10.94%(+4.07K) | $374.75(+8.13%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.72% | 60.2K | $14.3M | +18.13%(+9.24K) | $160.48(+68.32%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 1.58% | 90.4K | $13.1M | +1.87%(+1.66K) | $160.75(-11.51%) | 2026-03-31 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 1.47% | 204.6K | $12.2M | +610.73%(+175.80K) | $59.86(-0.01%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.46% | 34.8K | $12.1M | -5.08%(-1.86K) | $271.87(+63.78%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.42% | 77.6K | $11.8M | +2.67%(+2.01K) | $82.78(+83.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.78% | +47.31% |
| Top 20 Holdings Unweighted | +15.51% | +54.10% |
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