Accel Wealth Management Incresed Positions in Q1 2025

Accel Wealth Management

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
299K
+ 1116.12%
$24.91 - $29.02 $7.45M - $8.68M
326K $8.16M
DGRO
Ishares Core Dividend Growth E

ETFs
51.5K
+ 31.81%
$60.46 - $64.42 $3.12M - $3.32M
214K $13.1M
VTV
Vanguard Value ETF

ETFs
5.93K
+ 18.66%
$167.73 - $179.21 $994K - $1.06M
37.7K $6.44M
RTX
Raytheon Technologies Corp

Industrials
5.98K
+ 65.11%
$114.1 - $135.66 $683K - $812K
15.2K $2.01M
GLD
Spdr Gold Trust

ETFs
2.11K
+ 35.41%
$243.19 - $288.14 $512K - $607K
8.05K $2.32M
DE
Deere & CO

Industrials
1.25K
+ 20.88%
$408.57 - $509.27 $512K - $638K
7.25K $3.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.59K
+ 28.03%
$95.85 - $99.25 $728K - $753K
34.7K $3.42M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.5K
+ 77.46%
$50.48 - $51.04 $731K - $739K
33.2K $1.68M
RDVY
First Trust Rising Dividend Ac

ETFs
10.7K
+ 21.91%
$57.22 - $63.39 $613K - $679K
59.6K $3.46M
PID
Invesco Exchange Traded Fd Tr

ETFs
30.3K
+ 48.48%
N/A
92.7K $1.65M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
5.79K
+ 38.34%
$110.9 - $132.93 $642K - $770K
20.9K $2.36M
CGGR
Capital Group Growth ETF Shs C

ETFs
16.6K
+ 61.88%
$33.98 - $39.84 $564K - $661K
43.4K $1.49M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
28.8K
+ 7.26%
$14.22 - $14.83 $410K - $427K
425K $6.14M
NEM
Newmont Corp

Basic Materials
7K
+ 113.74%
$37.79 - $48.39 $265K - $339K
13.2K $635K
CGDV
Capital Group Divid Value ETF

ETFs
11.2K
+ 27.03%
$34.95 - $37.36 $391K - $418K
52.6K $1.87M
VDE
Vanguard Energy ETF

ETFs
474
+ 1.0%
$119.14 - $132.76 $56.5K - $62.9K
48.1K $6.18M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.06K
+ 9.29%
$156.61 - $168.02 $479K - $513K
36K $5.72M
CSB
Victory Portf Ii Shs Us Small

ETFs
6.19K
+ 22.08%
$55.62 - $62.03 $344K - $384K
34.2K $1.96M
ITA
Ishares Tr

ETFs
720
+ 4.15%
$144.84 - $159.5 $104K - $115K
18.1K $2.77M
MGK
Vanguard Mega Cap Growth ETF

ETFs
683
+ 116.95%
$307.43 - $357.48 $210K - $244K
1.27K $390K
CVX
Chevron Corp

Energy
114
+ 1.79%
$146.71 - $167.97 $16.7K - $19.1K
6.5K $1.09M
JPEM
Jp Morgan Diversified Return

ETFs
2.75K
+ 21.67%
$50.81 - $54.04 $140K - $149K
15.4K $815K
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.21K
+ 21.25%
$59.97 - $70.03 $252K - $295K
24K $1.46M
AMD
Advanced Micro Devices Inc

Technology
1.88K
+ 62.08%
$96.63 - $129.55 $182K - $244K
4.92K $505K
INTC
Intel Corp

Technology
179
+ 0.35%
$19.1 - $27.39 $3.42K - $4.9K
50.6K $1.15M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
8.11K
+ 15.37%
$19.04 - $20.15 $154K - $163K
60.8K $1.16M
IBM
International Business Machines Corp

Technology
11
+ 0.25%
$217.4 - $264.74 $2.39K - $2.91K
4.4K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 1.69%
$442.66 - $534.52 $12K - $14.4K
1.62K $850K
FTHI
First Trust Exchange Traded Fd

ETFs
8.57K
+ 20.08%
$21.62 - $23.74 $185K - $203K
51.2K $1.12M
GAB
Gabelli Equity Trust Inc

Financial Services
14.5K
+ 4.18%
$5.36 - $5.67 $77.6K - $82.1K
361K $1.98M
XOM
Exxon Mobil Corp

Energy
420
+ 6.78%
$105.44 - $118.93 $44.3K - $50K
6.62K $786K
XLF
Financial Sector Spdr

ETFs
1.65K
+ 4.49%
$47.32 - $52.19 $77.9K - $85.9K
38.3K $1.88M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.62K
+ 30.22%
$95.53 - $112.45 $155K - $182K
6.98K $670K
WPC
W. P. Carey Inc.

Real Estate
154
+ 1.51%
$53.5 - $65.05 $8.24K - $10K
10.3K $652K
ARCC
Ares Capital Corp

Financial Services
3.67K
+ 7.86%
$21.28 - $23.81 $78.1K - $87.3K
50.3K $1.12M
VNLA
Janus Henderson Short Duration

ETFs
555
+ 0.25%
$48.89 - $49.21 $27.1K - $27.3K
222K $10.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.12K
+ 12.26%
$69.69 - $79.99 $148K - $169K
19.4K $1.38M
T
At&T Inc.

Communication Services
343
+ 2.8%
$21.56 - $28.28 $7.4K - $9.7K
12.6K $355K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.47K
+ 45.61%
$67.24 - $84.27 $98.6K - $124K
4.68K $319K
HTGC
Hercules Capital, Inc.

Financial Services
3.84K
+ 22.57%
$18.01 - $22.0 $69.1K - $84.4K
20.8K $401K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.94K
+ 26.38%
$27.01 - $28.54 $52.3K - $55.3K
9.28K $255K
XLU
Utilities Sector Spdr

ETFs
75
+ 0.35%
$74.7 - $80.27 $5.6K - $6.02K
21.4K $1.67M
ABT
Abbott Laboratories

Healthcare
31
+ 1.23%
$111.1 - $140.22 $3.44K - $4.35K
2.55K $337K
WMT
Walmart Inc.

Consumer Defensive
740
+ 12.64%
$84.5 - $105.05 $62.5K - $77.7K
6.6K $578K
EXC
Exelon Corp

Utilities
70
+ 1.27%
$37.3 - $46.08 $2.61K - $3.23K
5.6K $258K
XLK
Technology Sector Spdr

ETFs
375
+ 33.45%
$206.38 - $242.18 $77.4K - $90.8K
1.5K $308K
VDC
Vanguard Consumer Staples ETF

ETFs
4
+ 0.04%
$206.54 - $226.16 $826 - $905
9.32K $2.01M
COP
Conocophillips

Energy
52
+ 0.97%
$88.6 - $105.85 $4.61K - $5.5K
5.41K $568K
STWD
Starwood Property Trust, Inc.

Real Estate
112
+ 0.27%
$18.41 - $20.53 $2.06K - $2.3K
42.1K $832K
Activity Summary
Buys All Purchases 125 New Holdings 15 Increased Positions 110 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email