Accel Wealth Management Incresed Positions 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
DGRO
Ishares Core Dividend Growth E

ETFs
7.31K
+ 3.28%
$66.93 - $69.17 $489K - $505K
230K $15.7M
RDVY
First Trust Rising Dividend Ac

ETFs
10K
+ 11.35%
$65.02 - $68.31 $652K - $684K
98.3K $6.58M
VTV
Vanguard Value ETF

ETFs
2.97K
+ 7.07%
$182.87 - $189.72 $543K - $563K
44.9K $8.41M
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
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
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
CAT
Caterpillar Inc

Industrials
193
+ 14.48%
$480.82 - $585.49 $92.8K - $113K
1.53K $842K
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
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
PKB
Invesco Exchange Traded Fd Tr

ETFs
1.64K
+ 21.83%
$92.24 - $99.05 $151K - $162K
9.15K $847K
IBM
International Business Machines Corp

Technology
267
+ 6.06%
$275.97 - $314.98 $73.7K - $84.1K
4.68K $1.39M
TSLA
Tesla, Inc.

Consumer Cyclical
501
+ 28.34%
$401.99 - $468.37 $201K - $235K
2.27K $927K
LNT
Alliant Energy Corp

Utilities
2.07K
+ 34.15%
$66.31 - $68.97 $137K - $143K
8.14K $547K
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.31%
$264.7 - $283.93 $4.76K - $5.11K
5.83K $1.65M
BAC
Bank Of America Corp

Financial Services
2.65K
+ 17.23%
$48.65 - $54.11 $129K - $143K
18K $927K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.51K
+ 4.83%
$45.63 - $46.44 $160K - $163K
76.2K $3.48M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
1.16K
+ 31.81%
$128.96 - $165.33 $150K - $192K
4.82K $621K
NEM
Newmont Corp

Basic Materials
1.01K
+ 7.51%
$78.63 - $98.27 $79.3K - $99.2K
14.4K $1.26M
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 17.14%
$101.18 - $109.03 $122K - $131K
8.22K $846K
VIG
Vanguard Dividend Appreciation

ETFs
664
+ 4.8%
N/A
14.5K $2.64M
PRU
Prudential Financial Inc

Financial Services
790
+ 7.5%
$99.13 - $107.85 $78.3K - $85.2K
11.3K $1.21M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.38K
+ 8.95%
$80.06 - $83.68 $190K - $199K
29K $2.32M
XOM
Exxon Mobil Corp

Energy
704
+ 11.25%
$110.64 - $119.78 $77.9K - $84.3K
6.96K $819K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.92K
+ 8.57%
$33.25 - $34.94 $97.1K - $102K
37K $1.28M
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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