Accelerate Investment Advisors LLC Incresed Positions in Q4 2024

Accelerate Investment Advisors LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.35K
+ 19.46%
$221.69 - $259.02 $520K - $608K
14.4K $3.61B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.2K
+ 2.59%
$66.77 - $71.52 $414K - $443K
246K $16.9B
IVV
Ishares Core S&P 500 ETF

ETFs
833
+ 11.44%
$570.51 - $610.59 $475K - $509K
8.12K $4.78B
AMZN
Amazon Com Inc

Consumer Cyclical
378
+ 2.91%
$180.88 - $232.93 $68.4K - $88K
13.4K $2.94B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.12K
+ 32.48%
$94.43 - $105.47 $389K - $434K
16.8K $1.71B
TPL
Texas Pacific Land Corp

Energy
3
+ 0.16%
$915.49 - $1730.0 $2.75K - $5.19K
1.83K $2.02B
COST
Costco Wholesale Corp

Consumer Defensive
351
+ 143.27%
$873.59 - $994.69 $307K - $349K
596 $546M
NVDA
Nvidia Corp

Technology
988
+ 6.8%
$117.0 - $148.88 $116K - $147K
15.5K $2.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.05K
+ 7.62%
$96.64 - $101.23 $778K - $815K
114K $11B
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.81%
$213.65 - $479.86 $3.63K - $8.16K
2.12K $857M
JPM
Jpmorgan Chase & CO

Financial Services
948
+ 87.29%
$205.18 - $250.29 $195K - $237K
2.03K $488M
AVGO
Broadcom Inc.

Technology
766
+ 58.74%
$159.67 - $250.0 $122K - $192K
2.07K $480M
VO
Vanguard Mid Cap ETF

ETFs
874
+ 5.09%
$261.5 - $284.63 $229K - $249K
18K $4.77B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.61K
+ 19.26%
$49.03 - $53.35 $177K - $193K
22.4K $1.15B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.25K
+ 20.42%
$176.42 - $186.91 $220K - $233K
7.36K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
268
+ 7.66%
$521.84 - $558.82 $140K - $150K
3.77K $2.03B
EFG
Msci Eafe Growth ETF

ETFs
2.56K
+ 35.95%
$96.83 - $106.88 $248K - $274K
9.69K $939M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.74K
+ 7.24%
$44.87 - $46.86 $392K - $409K
129K $5.81B
UNH
Unitedhealth Group Inc

Healthcare
321
+ 65.78%
$485.52 - $625.25 $156K - $201K
809 $409M
TFLO
Ishares Treasury Floating Rate

ETFs
2.44K
+ 23.86%
$50.37 - $50.63 $123K - $123K
12.7K $639M
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 23.86%
$567.81 - $607.81 $107K - $115K
981 $575M
IYW
Ishares Dj Us Tech ETF

ETFs
570
+ 18.55%
$148.14 - $166.23 $84.4K - $94.8K
3.64K $581M
CVX
Chevron Corp

Energy
817
+ 47.81%
$141.15 - $162.53 $115K - $133K
2.53K $366M
GOOG
Alphabet Inc.

Communication Services
229
+ 8.23%
$163.08 - $198.16 $37.3K - $45.4K
3.01K $573M
WFC
Wells Fargo & Company

Financial Services
675
+ 16.18%
$54.98 - $77.35 $37.1K - $52.2K
4.85K $340M
SCHA
Schwab Strategic Tr Us Small C

ETFs
44.3K
+ 109.03%
$25.33 - $51.16 $1.12M - $2.26M
84.9K $2.19B
EFV
Msci Eafe Value ETF

ETFs
3.04K
+ 22.89%
$51.78 - $57.15 $157K - $173K
16.3K $855M
SPGI
S&P Global Inc.

Financial Services
200
+ 34.9%
$480.36 - $529.17 $96.1K - $106K
773 $385M
VTI
Vanguard Total Stock Market Et

ETFs
211
+ 5.92%
$280.04 - $302.45 $59.1K - $63.8K
3.78K $1.09B
Linde PLC
317
+ 34.38%
N/A
1.24K $519M
GOOGL
Alphabet Inc.

Communication Services
87
+ 3.28%
$161.86 - $196.66 $14.1K - $17.1K
2.74K $518M
IEMG
Ishares Inc

ETFs
2.05K
+ 37.38%
N/A
7.52K $392M
META
Meta Platforms, Inc.

Communication Services
96
+ 6.88%
$554.08 - $632.68 $53.2K - $60.7K
1.49K $873M
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.16K
+ 16.85%
$50.35 - $50.69 $58.3K - $58.7K
8.03K $405M
AMGN
Amgen Inc

Healthcare
385
+ 46.5%
$258.78 - $328.31 $99.6K - $126K
1.21K $316M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.48K
+ 22.15%
$55.45 - $61.08 $81.9K - $90.2K
8.15K $452M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.8K
+ 300.25%
$25.93 - $105.3 $437K - $1.77M
22.4K $625M
V
Visa Inc.

Financial Services
22
+ 2.7%
$273.87 - $320.91 $6.03K - $7.06K
838 $265M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
659
+ 8.64%
$77.02 - $78.58 $50.8K - $51.8K
8.29K $640M
MA
Mastercard Inc

Financial Services
45
+ 10.59%
$491.3 - $536.15 $22.1K - $24.1K
470 $248M
IJS
Ishares S&P Smallcap 600 Value

ETFs
289
+ 5.67%
$104.59 - $118.05 $30.2K - $34.1K
5.38K $585M
SCHP
Schwab Strategic Us Tips ETF

ETFs
32.6K
+ 112.39%
$25.74 - $53.78 $840K - $1.75M
61.6K $1.59B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
94
+ 7.59%
$170.03 - $192.78 $16K - $18.1K
1.33K $247M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
550
+ 7.95%
$49.79 - $51.14 $27.4K - $28.1K
7.47K $374M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
59
+ 5.01%
$442.29 - $483.08 $26.1K - $28.5K
1.24K $561M
INTU
Intuit Inc

Technology
21
+ 3.37%
$602.01 - $706.25 $12.6K - $14.8K
645 $405M
FVD
First Tr Value Line Divid Inde

ETFs
568
+ 11.71%
$43.4 - $46.7 $24.7K - $26.5K
5.42K $236M
IEFA
Ishares Tr

ETFs
518
+ 18.09%
$70.06 - $77.43 $36.3K - $40.1K
3.38K $238M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
799
+ 5.82%
$14.28 - $14.81 $11.4K - $11.8K
14.5K $209M
Activity Summary
Buys All Purchases 87 New Holdings 20 Increased Positions 67 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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