Accel Wealth Management Purchases in Q4 2025

Accel Wealth Management

  • $344 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
50.6K
+ 20.77%
$49.13 - $49.33 $2.49M - $2.5M
294K $14.5M
XLU
Utilities Sector Spdr

ETFs
18.7K
+ 96.08%
$87.89 - $92.9 $1.64M - $1.73M
38.1K $3.38M
DFIV
Dimensional ETF Tr

ETFs
25.9K
+ 37.14%
$45.13 - $48.25 $1.17M - $1.25M
95.8K $4.59M
CGGR
Capital Group Growth ETF Shs C

ETFs
23K
+ 22.69%
$43.04 - $45.68 $991K - $1.05M
125K $5.37M
CGDV
Capital Group Divid Value ETF

ETFs
14.6K
+ 12.0%
$41.33 - $43.47 $603K - $635K
136K $5.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
18K
+ 4.62%
$31.41 - $33.69 $565K - $607K
407K $13.1M
GLD
Spdr Gold Trust

ETFs
1.39K
+ 15.57%
$354.79 - $403.15 $492K - $560K
10.3K $3.87M
XLI
Industrial Sector Spdr

ETFs
4.38K
New
$149.9 - $155.79 $657K - $682K
4.38K $665K
DGRO
Ishares Core Dividend Growth E

ETFs
7.31K
+ 3.28%
$66.93 - $69.17 $489K - $505K
230K $15.7M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
32K
New
N/A
32K $649K
VTV
Vanguard Value ETF

ETFs
2.97K
+ 7.07%
$182.87 - $189.72 $543K - $563K
44.9K $8.41M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
11.9K
New
$47.0 - $48.8 $560K - $582K
11.9K $573K
QQQ
Invesco Qqq Trust, Series 1

ETFs
850
+ 7.42%
$589.5 - $635.77 $501K - $540K
12.3K $7.43M
AMZN
Amazon Com Inc

Consumer Cyclical
318
+ 1.02%
$213.04 - $254.0 $67.7K - $80.8K
31.5K $7.4M
GOOGL
Alphabet Inc.

Communication Services
100
+ 0.65%
$236.57 - $291.31 $23.7K - $29.1K
15.5K $4.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.48K
+ 5.68%
$321.8 - $337.95 $477K - $501K
27.5K $9.09M
ITA
Ishares Tr

ETFs
2.76K
+ 11.73%
$205.04 - $218.9 $565K - $603K
26.3K $5.41M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19.9K
+ 37.79%
$24.56 - $24.79 $489K - $494K
72.6K $1.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.9K
+ 32.97%
$36.47 - $38.19 $469K - $492K
51.9K $1.95M
MU
Micron Technology Inc

Technology
393
+ 9.06%
$181.6 - $253.3 $71.4K - $99.5K
4.73K $1.17M
AMD
Advanced Micro Devices Inc

Technology
11
+ 0.21%
$164.01 - $264.33 $1.8K - $2.91K
5.3K $1.28M
IYW
Ishares Dj Us Tech ETF

ETFs
1.93K
+ 31.43%
$192.8 - $211.27 $372K - $408K
8.07K $1.61M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.5K
+ 14.28%
$291.71 - $309.36 $438K - $465K
12K $3.51M
XLK
Technology Sector Spdr

ETFs
1.25K
+ 73.57%
$278.39 - $304.13 $348K - $380K
2.95K $849K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
860
+ 30.24%
$325.34 - $368.61 $280K - $317K
3.7K $1.28M
LLY
Eli Lilly & CO

Healthcare
91
+ 9.62%
$799.57 - $1025.28 $72.8K - $93.3K
1.04K $1.06M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.48K
+ 11.13%
$132.67 - $138.39 $329K - $343K
24.8K $3.32M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.43K
+ 44.51%
$93.79 - $100.35 $322K - $345K
11.1K $1.05M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
8.47K
New
$34.38 - $36.02 $291K - $305K
8.47K $301K
NEE
Nextera Energy Inc

Utilities
2.3K
+ 28.11%
$78.18 - $86.03 $180K - $198K
10.5K $899K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.1K
+ 9.87%
$29.21 - $29.73 $325K - $331K
124K $3.62M
CSWC
Capital Southwest Corp

Financial Services
12.5K
New
$19.47 - $22.04 $243K - $275K
12.5K $259K
FCX
Freeport Mcmoran Inc

Basic Materials
6.26K
New
$38.65 - $43.31 $242K - $271K
6.26K $251K
LGOV
First Tr ETF Iv Long Duration

ETFs
10K
+ 16.07%
$21.78 - $22.24 $218K - $223K
72.3K $1.58M
KCE
Spdr S&P Capital Markets ETF

ETFs
3.25K
+ 15.66%
$144.6 - $152.31 $469K - $494K
24K $3.47M
UNP
Union Pacific Corp

Industrials
1.01K
New
$216.37 - $237.41 $219K - $240K
1.01K $223K
KBE
Spdr S&P Bank ETF

ETFs
3.77K
New
$55.09 - $59.63 $208K - $225K
3.77K $216K
CAT
Caterpillar Inc

Industrials
193
+ 14.48%
$480.82 - $585.49 $92.8K - $113K
1.53K $842K
SLV
I Shares Silver Trust

ETFs
4.46K
New
$42.4 - $49.17 $189K - $219K
4.46K $204K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
3.79K
+ 27.76%
$49.42 - $51.28 $187K - $194K
17.4K $881K
DE
Deere & CO

Industrials
138
+ 1.97%
$439.11 - $480.78 $60.6K - $66.3K
7.14K $3.4M
NUE
Nucor Corp

Basic Materials
1.29K
New
$131.78 - $154.43 $170K - $199K
1.29K $190K
CMI
Cummins Inc

Industrials
412
New
$407.98 - $484.34 $168K - $200K
412 $190K
WFC
Wells Fargo & Company

Financial Services
2.25K
New
$77.62 - $87.3 $175K - $197K
2.25K $188K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.08K
+ 5.24%
$99.87 - $101.27 $208K - $210K
41.8K $4.18M
GOOG
Alphabet Inc.

Communication Services
33
+ 0.82%
$237.49 - $291.74 $7.84K - $9.63K
4.07K $1.16M
TRIN
Trinity Capital Inc.

Financial Services
12K
New
$14.41 - $15.58 $173K - $187K
12K $177K
SATS
Echo Star Corp

Technology
2.26K
New
$67.4 - $79.5 $153K - $180K
2.26K $152K
F
Ford Motor CO

Consumer Cyclical
11.6K
New
$11.41 - $13.84 $132K - $160K
11.6K $152K
Activity Summary
Buys All Purchases 139 New Holdings 18 Increased Positions 121 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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