0001754960-21-000198.txt : 20211022 0001754960-21-000198.hdr.sgml : 20211022 20211022124651 ACCESSION NUMBER: 0001754960-21-000198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211022 DATE AS OF CHANGE: 20211022 EFFECTIVENESS DATE: 20211022 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: 211339739 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 13F-HR LIVE false false false 0001877728 XXXXXXXX 09-30-2021 09-30-2021 Accurate Wealth Management, LLC
2211 ASHLEY OAKS CIRCLE WESLEY CHAPEL FL 33544
13F HOLDINGS REPORT 028-21363 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 10-22-2021 0 138 114866 false
INFORMATION TABLE 2 InformationTableOutput.xml MEDTRONIC PLCSHSG5960L103220 1765 SH SOLE 0 0 1765 AT&T INCCOM00206R102507 18067 SH SOLE 0 0 11590 ARK ETF TRNEXT GNRTN INTER00214Q401221 1528 SH SOLE 0 0 1528 ABBVIE INCCOM00287Y109731 6746 SH SOLE 0 0 6746 ADOBE SYSTEMS INCORPORATEDCOM00724F101316 531 SH SOLE 0 0 531 ADVANCED MICRO DEVICES INCCOM007903107992 7033 SH SOLE 0 0 7033 ALPHABET INCCAP STK CL C02079K107945 350 SH SOLE 0 0 350 ALPHABET INCCAP STK CL A02079K305612 227 SH SOLE 0 0 227 ALTRIA GROUP INCCOM02209S103452 8466 SH SOLE 0 0 8466 AMAZON COM INCCOM0231351062510 763 SH SOLE 0 0 763 AMERICAN ELEC PWR CO INCCOM025537101229 2818 SH SOLE 0 0 2818 AMERICAN TOWER CORP NEWCOM03027X100376 1402 SH SOLE 0 0 1402 AMPHENOL CORP NEWCL A032095101368 4855 SH SOLE 0 0 4855 ANALOG DEVICES INCCOM032654105256 319 SH SOLE 0 0 319 APPLE INCCOM0378331004627 29469 SH SOLE 0 0 20760 APPLIED MATLS INCCOM0382221051112 5907 SH SOLE 0 0 5907 ARCH RESOURCES INCCL A03940R107564 6051 SH SOLE 0 0 2764 BCE INCCOM NEW05534B760215 4283 SH SOLE 0 0 2884 BK OF AMERICA CORPCOM0605051041386 23641 SH SOLE 0 0 20644 BERKSHIRE HATHAWAY INC DELCL B NEW084670702728 2614 SH SOLE 0 0 2614 BLACKROCK INCCOM09247X101292 329 SH SOLE 0 0 329 BLACKSTONE INCCOM09260D107306 2615 SH SOLE 0 0 1316 BOEING COCOM097023105294 1349 SH SOLE 0 0 1349 BOSTON SCIENTIFIC CORPCOM101137107944 14766 SH SOLE 0 0 14766 BRISTOL-MYERS SQUIBB COCOM110122108490 8466 SH SOLE 0 0 8466 BROADRIDGE FINL SOLUTIONS INCOM11133T103345 1974 SH SOLE 0 0 1974 BROADCOM INCCOM11135F101342 718 SH SOLE 0 0 718 BUILDERS FIRSTSOURCE INCCOM12008R107862 9904 SH SOLE 0 0 9904 CSX CORPCOM126408103623 18446 SH SOLE 0 0 11465 CARMAX INCCOM143130102832 4548 SH SOLE 0 0 4548 CATERPILLAR INCCOM149123101457 2349 SH SOLE 0 0 2349 CENTENE CORP DELCOM15135B101861 8944 SH SOLE 0 0 8944 CHEVRON CORP NEWCOM166764100606 5709 SH SOLE 0 0 5709 CISCO SYS INCCOM17275R102501 9107 SH SOLE 0 0 7217 COCA COLA COCOM191216100629 11607 SH SOLE 0 0 11607 COMCAST CORP NEWCL 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0 0 5806 JOHNSON & JOHNSONCOM4781601041028 6427 SH SOLE 0 0 6427 KANSAS CITY SOUTHERNCOM NEW485170302264 975 SH SOLE 0 0 975 L3HARRIS TECHNOLOGIES INCCOM502431109752 185 SH SOLE 0 0 185 LILLY ELI & COCOM532457108239 1027 SH SOLE 0 0 1027 LOCKHEED MARTIN CORPCOM539830109619 1760 SH SOLE 0 0 1760 LOWES COS INCCOM548661107254 1253 SH SOLE 0 0 1253 MAIN STR CAP CORPCOM56035L104207 4938 SH SOLE 0 0 4938 MARSH & MCLENNAN COS INCCOM571748102415 2611 SH SOLE 0 0 2611 MASTERCARD INCORPORATEDCL A57636Q104456 1317 SH SOLE 0 0 1317 MCDONALDS CORPCOM580135101873 3621 SH SOLE 0 0 3621 MERCK & CO INCCOM58933Y105333 4355 SH SOLE 0 0 4355 MICROSOFT CORPCOM5949181043402 10108 SH SOLE 0 0 10108 MIND MEDICINE MINDMED INCCOM SUB VTG60255C10963 26440 SH SOLE 0 0 276 MODERNA INCCOM60770K1071065 198 SH SOLE 0 0 198 MONDELEZ INTL INCCL A609207105305 5190 SH SOLE 0 0 5190 MONSTER BEVERAGE CORP NEWCOM61174X109342 3965 SH SOLE 0 0 3965 MORGAN STANLEYCOM NEW617446448985 7326 SH SOLE 0 0 7326 NEW YORK TIMES COCL A6501111071053 12306 SH SOLE 0 0 12306 NEXTERA ENERGY INCCOM65339F101599 7597 SH SOLE 0 0 6197 NORFOLK SOUTHN CORPCOM655844108483 1855 SH SOLE 0 0 1855 NVIDIA CORPORATIONCOM67066G104702 3360 SH SOLE 0 0 3361 PPL CORPCOM69351T106224 8010 SH SOLE 0 0 2754 PAYPAL HLDGS INCCOM70450Y103487 1860 SH SOLE 0 0 1860 PEPSICO INCCOM713448108443 2835 SH SOLE 0 0 2835 PFIZER INCCOM717081103611 10478 SH SOLE 0 0 10479 PHILIP MORRIS INTL INCCOM718172109345 3568 SH SOLE 0 0 3568 PLANET FITNESS INCCL A72703H101825 7402 SH SOLE 0 0 7402 PROCTER AND GAMBLE COCOM742718109989 5381 SH SOLE 0 0 5381 PRUDENTIAL FINL INCCOM744320102218 2038 SH SOLE 0 0 2038 QUALCOMM INCCOM747525103472 3663 SH SOLE 0 0 3663 RAYTHEON TECHNOLOGIES CORPCOM75513E101346 3984 SH SOLE 0 0 3984 ROCKWELL AUTOMATION INCCOM773903109238 807 SH SOLE 0 0 807 SPDR S&P 500 ETF TRTR UNIT78462F103527 1215 SH SOLE 0 0 1215 SPDR GOLD TRGOLD SHS78463V1073407 20367 SH SOLE 0 0 20367 SPDR SER TRAEROSPACE DEF78464A631322 2645 SH SOLE 0 0 2645 SPDR SER TRPORTFOLI S&P150078464A805376 6811 SH SOLE 0 0 6811 SPDR SER TRPORTFOLIO S&P50078464A854328 6289 SH SOLE 0 0 6289 SS&C TECHNOLOGIES HLDGS INCCOM78467J100800 7104 SH SOLE 0 0 7104 SPDR DOW JONES INDL AVERAGEUT SER 178467X109234 688 SH SOLE 0 0 688 SPDR SER TRPORTFOLIO SH TSR78468R101228 7596 SH SOLE 0 0 7596 SALESFORCE COM INCCOM79466L302231 833 SH SOLE 0 0 833 SCHWAB STRATEGIC TRINTL EQTY ETF808524805358 9168 SH SOLE 0 0 9168 SELECT SECTOR SPDR TRSBI MATERIALS81369Y1001210 15261 SH SOLE 0 0 13815 SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2095013 36182 SH SOLE 0 0 36182 SELECT SECTOR SPDR TRSBI CONS DISCR81369Y407209 1144 SH SOLE 0 0 1144 SELECT SECTOR SPDR TRFINANCIAL81369Y6051352 35968 SH SOLE 0 0 24934 SELECT SECTOR SPDR TRTECHNOLOGY81369Y8037856 44984 SH SOLE 0 0 44984 SHOPIFY INCCL A82509L107440 314 SH SOLE 0 0 314 SOUTHERN COCOM842587107590 9451 SH SOLE 0 0 6953 SQUARE INCCL A852234103260 1080 SH SOLE 0 0 1080 TESLA INCCOM88160R1011520 1917 SH SOLE 0 0 1917 TEXAS INSTRS INCCOM882508104241 1251 SH SOLE 0 0 1251 3M COCOM88579Y101251 1423 SH SOLE 0 0 1424 TWITTER INCCOM90184L102826 8454 SH SOLE 0 0 8454 UNITED PARCEL SERVICE INCCL B911312106379 2078 SH SOLE 0 0 1074 VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844260 1644 SH SOLE 0 0 1644 VANGUARD WORLD FDMEGA GRWTH IND921910816444 1889 SH SOLE 0 0 1889 VANGUARD WORLD FDMEGA CAP INDEX9219108731052 6741 SH SOLE 0 0 6741 VANGUARD BD INDEX FDSLONG TERM BOND921937793202 1957 SH SOLE 0 0 1957 VANGUARD WORLD FDSINF TECH ETF92204A702359 870 SH SOLE 0 0 870 VANGUARD INDEX FDSS&P 500 ETF SHS922908363398 999 SH SOLE 0 0 999 VANGUARD INDEX FDSGROWTH ETF922908736555 1884 SH SOLE 0 0 1884 VERISIGN INCCOM92343E102315 1480 SH SOLE 0 0 1480 VERIZON COMMUNICATIONS INCCOM92343V104977 17246 SH SOLE 0 0 14073 VERTEX PHARMACEUTICALS INCCOM92532F100244 1346 SH SOLE 0 0 1346 VISA INCCOM CL A92826C839879 3931 SH SOLE 0 0 3931 WALMART INCCOM931142103712 5116 SH SOLE 0 0 5116 WASTE MGMT INC DELCOM94106L109557 3581 SH SOLE 0 0 3581 WELLTOWER INCCOM95040Q104332 4023 SH SOLE 0 0 2424