0001754960-23-000100.txt : 20230413 0001754960-23-000100.hdr.sgml : 20230413 20230413150319 ACCESSION NUMBER: 0001754960-23-000100 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Accurate Wealth Management, LLC CENTRAL INDEX KEY: 0001877728 IRS NUMBER: 364793746 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21363 FILM NUMBER: 23818142 BUSINESS ADDRESS: STREET 1: 2211 ASHLEY OAKS CIRCLE CITY: WESLEY CHAPEL STATE: FL ZIP: 33544 BUSINESS PHONE: 866-241-8078 MAIL ADDRESS: STREET 1: 2211 ASHLEY OAKS CIRCLE CITY: WESLEY CHAPEL STATE: FL ZIP: 33544 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001877728 XXXXXXXX 03-31-2023 03-31-2023 Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE WESLEY CHAPEL FL 33544

13F HOLDINGS REPORT 028-21363 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 04-13-2023 0 247 290063945 false INFORMATION TABLE 2 InformationTableOutput.xml AON PLCSHS CL AG0403H1084330843 13536 SH SOLE 0 0 13536 ACCENTURE PLC IRELANDSHS CLASS AG1151C101596368 2117 SH SOLE 0 0 2117 MEDTRONIC PLCSHSG5960L103316386 3943 SH SOLE 0 0 3943 WILLIS TOWERS WATSON PLC LTDSHSG966291031666163 7097 SH SOLE 0 0 7097 CHUBB LIMITEDCOMH1467J1041734498 8848 SH SOLE 0 0 8848 LYONDELLBASELL INDUSTRIES NSHS - A -N53745100530609 5587 SH SOLE 0 0 5587 AT&T INCCOM00206R102818075 41803 SH SOLE 0 0 41803 ABBOTT LABSCOM0028241001984124 19133 SH SOLE 0 0 19133 ABBVIE INCCOM00287Y1091689589 10476 SH SOLE 0 0 10476 ADOBE SYSTEMS INCORPORATEDCOM00724F101837909 2227 SH SOLE 0 0 2227 ADVISORSHARES TRNEWFLT MULSINC00768Y727298627 6631 SH SOLE 0 0 6631 ADVANCED MICRO DEVICES INCCOM007903107466038 4881 SH SOLE 0 0 4881 AIM ETF PRODUCTS TRUSTUS LRG CP BUF2000888H208419958 15531 SH SOLE 0 0 15531 AIM ETF PRODUCTS TRUSTUS 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NUCOR CORPCOM670346105587198 3999 SH SOLE 0 0 3999 NVIDIA CORPORATIONCOM67066G1041841831 6678 SH SOLE 0 0 6678 OREILLY AUTOMOTIVE INCCOM67103H107228744 263 SH SOLE 0 0 263 ORACLE CORPCOM68389X105276228 2946 SH SOLE 0 0 2946 OVERSEAS SHIPHOLDING GROUP ICL A NEW69036R8631179467 303205 SH SOLE 0 0 303205 PNC FINL SVCS GROUP INCCOM693475105845692 6921 SH SOLE 0 0 6921 PACCAR INCCOM6937181081666676 23919 SH SOLE 0 0 23919 PEPSICO INCCOM7134481081350207 7370 SH SOLE 0 0 7370 PFIZER INCCOM7170811031310033 31393 SH SOLE 0 0 31393 PHILIP MORRIS INTL INCCOM718172109830640 8427 SH SOLE 0 0 8427 PHILLIPS EDISON & CO INCCOMMON STOCK71844V201240184 7534 SH SOLE 0 0 7534 PROCTER AND GAMBLE COCOM7427181091798410 11913 SH SOLE 0 0 11913 PROLOGIS INC.COM74340W103224763 1816 SH SOLE 0 0 1816 PRUDENTIAL FINL INCCOM744320102427398 5079 SH SOLE 0 0 5079 PUBLIC SVC ENTERPRISE GRP INCOM744573106219851 3477 SH SOLE 0 0 3477 QUALCOMM INCCOM747525103409820 3297 SH SOLE 0 0 3297 RAYTHEON TECHNOLOGIES CORPCOM75513E101728168 7309 SH SOLE 0 0 7309 REALTY INCOME CORPCOM7561091041783748 28472 SH SOLE 0 0 28472 REGENERON PHARMACEUTICALSCOM75886F107229829 279 SH SOLE 0 0 279 RIO TINTO PLCSPONSORED ADR767204100352412 5245 SH SOLE 0 0 5245 ROCKWELL AUTOMATION INCCOM773903109277148 1007 SH SOLE 0 0 1007 SPDR S&P 500 ETF TRTR UNIT78462F1036248520 15255 SH SOLE 0 0 15255 SPDR GOLD TRGOLD SHS78463V1071281480 6923 SH SOLE 0 0 6923 SPDR SER TRPORTFOLIO INTRMD78464A3751241849 38199 SH SOLE 0 0 38199 SPDR SER TRPORTFOLIO AGRGTE78464A649268245 10385 SH SOLE 0 0 10385 SPDR SER TRPORTFOLIO S&P50078464A854487462 10121 SH SOLE 0 0 10121 SPDR SER TRPORTFOLIO SH TSR78468R101289015 9900 SH SOLE 0 0 9900 SPDR SER TRBLOOMBERG HIGH Y78468R622854370 9316 SH SOLE 0 0 9316 SPDR SER TRBLOOMBERG 1-3 MO78468R663292887 3199 SH SOLE 0 0 3199 SALESFORCE INCCOM79466L302246926 1290 SH SOLE 0 0 1290 SCHWAB STRATEGIC TRUS LRG CAP ETF8085242011339044 27712 SH SOLE 0 0 27712 SCHWAB STRATEGIC TRUS LCAP GR ETF808524300382751 5903 SH SOLE 0 0 5903 SCHWAB STRATEGIC TRUS LCAP VA ETF808524409277286 4216 SH SOLE 0 0 4216 SCHWAB STRATEGIC TRUS SML CAP ETF808524607269964 6543 SH SOLE 0 0 6543 SCHWAB STRATEGIC TREMRG MKTEQ ETF808524706215107 8762 SH SOLE 0 0 8762 SCHWAB STRATEGIC TRSHT TM US TRES808524862453839 9321 SH SOLE 0 0 9321 SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4077528444 51717 SH SOLE 0 0 51717 SELECT SECTOR SPDR TRENERGY81369Y506584231 6820 SH SOLE 0 0 6820 SELECT SECTOR SPDR TRTECHNOLOGY81369Y8038033862 53922 SH SOLE 0 0 53922 SELECT SECTOR SPDR TRCOMMUNICATION81369Y85210237786 174112 SH SOLE 0 0 174112 SERVICENOW INCCOM81762P102720303 1524 SH SOLE 0 0 1524 SOUTHERN COCOM842587107859581 11932 SH SOLE 0 0 11932 STARBUCKS CORPCOM855244109235143 2245 SH SOLE 0 0 2245 SYNOPSYS INCCOM871607107230274 606 SH SOLE 0 0 606 TARGET CORPCOM87612E106273812 1620 SH SOLE 0 0 1620 TESLA INCCOM88160R1015455529 29568 SH SOLE 0 0 29568 TEXAS INSTRS INCCOM882508104679658 3788 SH SOLE 0 0 3788 3M COCOM88579Y101636408 6193 SH SOLE 0 0 6193 US BANCORP DELCOM NEW902973304299798 8419 SH SOLE 0 0 8419 ULTA BEAUTY INCCOM90384S303578170 1092 SH SOLE 0 0 1092 UNION PAC CORPCOM9078181081703138 8586 SH SOLE 0 0 8586 UNITED BANKSHARES INC WEST VCOM909907107243924 7058 SH SOLE 0 0 7058 UNITED PARCEL SERVICE INCCL B911312106501876 2638 SH SOLE 0 0 2638 UNITEDHEALTH GROUP INCCOM91324P1021464416 2843 SH SOLE 0 0 2843 UNUM GROUPCOM91529Y106458120 11657 SH SOLE 0 0 11657 VALERO ENERGY CORPCOM91913Y100447211 3310 SH SOLE 0 0 3310 VANECK ETF TRUSTJP MRGAN EM LOC92189H300239552 9609 SH SOLE 0 0 9609 VANECK ETF TRUSTHIGH YLD MUNIETF92189H409714236 13807 SH SOLE 0 0 13807 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844220236 1424 SH SOLE 0 0 1424 VANGUARD WORLD FDMEGA GRWTH IND921910816342089 1685 SH SOLE 0 0 1685 VANGUARD WORLD FDMEGA CAP INDEX9219108732350226 16385 SH SOLE 0 0 16385 VANGUARD BD INDEX FDSSHORT TRM BOND921937827268403 3509 SH SOLE 0 0 3509 VANGUARD BD INDEX FDSTOTAL BND MRKT9219378351560971 21110 SH SOLE 0 0 21110 VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT9219438581239826 27327 SH SOLE 0 0 27327 VANGUARD WHITEHALL FDSEM MK GOV BD ETF921946885380749 6156 SH SOLE 0 0 6156 VANGUARD MALVERN FDSSTRM INFPROIDX922020805606867 12688 SH SOLE 0 0 12688 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858351020 8689 SH SOLE 0 0 8689 VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102339380 5806 SH SOLE 0 0 5806 VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409770625 10110 SH SOLE 0 0 10110 VANGUARD SCOTTSDALE FDSVNG RUS1000GRW92206C680417237 6679 SH SOLE 0 0 6679 VANGUARD MUN BD FDSTAX EXEMPT BD9229077462058056 40489 SH SOLE 0 0 40489 VANGUARD INDEX FDSREAL ESTATE ETF922908553202048 2442 SH SOLE 0 0 2442 VANGUARD INDEX FDSSML CP GRW ETF922908595262195 1228 SH SOLE 0 0 1228 VANGUARD INDEX FDSSM CP VAL ETF922908611337599 2156 SH SOLE 0 0 2156 VANGUARD INDEX FDSGROWTH ETF9229087362373427 9605 SH SOLE 0 0 9605 VANGUARD INDEX FDSVALUE ETF9229087441771816 12711 SH SOLE 0 0 12711 VANGUARD INDEX FDSTOTAL STK MKT92290876910124202 49711 SH SOLE 0 0 49711 VERIZON COMMUNICATIONS INCCOM92343V1041391299 35357 SH SOLE 0 0 35357 VISA INCCOM CL A92826C8391313267 5800 SH SOLE 0 0 5800 VULCAN MATLS COCOM9291601091625610 9792 SH SOLE 0 0 9792 WP CAREY INCCOM92936U109241363 3235 SH SOLE 0 0 3235 WALMART INCCOM9311421031310401 8706 SH SOLE 0 0 8706 WEST FRASER TIMBER CO LTDCOM952845105221323 3035 SH SOLE 0 0 3035 WISDOMTREE TRBLMBG US BULL97717W471530309 20303 SH SOLE 0 0 20303 YUM BRANDS INCCOM9884981011903179 14517 SH SOLE 0 0 14517 ZACKS TRUSTEARNGS CONSTANT98888G105937714 39446 SH SOLE 0 0 39446 ZOETIS INCCL A98978V103360629 2111 SH SOLE 0 0 2111