Accel Wealth Management Reduced Holdings in Q4 2025

Accel Wealth Management

  • $344 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CSB
Victory Portf Ii Shs Us Small

ETFs
-9.36K
- 40.59%
$56.45 - $59.2 $528K - $554K
13.7K $791K
BX
Blackstone Inc.

Financial Services
-283
- 2.11%
$138.42 - $168.45 $39.2K - $47.7K
13.1K $1.81M
PID
Invesco Exchange Traded Fd Tr

ETFs
-24K
- 32.79%
N/A
49.2K $877K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-12.6K
- 13.18%
$24.01 - $24.68 $303K - $312K
83.3K $2M
NVDA
Nvidia Corp

Technology
-1.57K
- 4.63%
$179.83 - $207.04 $283K - $326K
32.4K $6.05M
RVT
Royce Value Trust, Inc.

Financial Services
-14.1K
- 13.96%
$15.5 - $16.38 $218K - $230K
86.7K $1.34M
VDE
Vanguard Energy ETF

ETFs
-2.66K
- 17.01%
$120.37 - $129.34 $320K - $344K
13K $1.68M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-8.21K
- 9.64%
$23.57 - $24.85 $193K - $204K
76.9K $1.86M
PG
Procter & Gamble CO

Consumer Defensive
-907
- 9.2%
$145.5 - $153.18 $132K - $139K
8.95K $1.31M
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.47K
- 13.8%
$30.84 - $31.79 $169K - $174K
34.2K $1.06M
XLF
Financial Sector Spdr

ETFs
-2.14K
- 5.3%
$51.76 - $53.77 $111K - $115K
38.3K $2.01M
PLTR
Palantir Technologies Inc.

Technology
-317
- 2.31%
$172.14 - $207.18 $54.6K - $65.7K
13.4K $2.33M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-7.51K
- 18.68%
$18.93 - $19.55 $142K - $147K
32.7K $618K
ARCC
Ares Capital Corp

Financial Services
-6.74K
- 10.9%
$18.9 - $20.61 $127K - $139K
55.1K $1.11M
BHK
Blackrock Core Bond Trust

Financial Services
-12.9K
- 20.58%
$9.56 - $10.11 $123K - $130K
49.6K $474K
VOE
Vanguard Mid Cap Value Index F

ETFs
-573
- 1.63%
$169.53 - $176.53 $97.1K - $101K
34.6K $6.01M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-10.5K
- 7.28%
$16.88 - $17.5 $178K - $184K
134K $2.34M
HON
Honeywell International Inc

Industrials
-330
- 10.38%
$194.07 - $220.67 $64K - $72.8K
2.85K $558K
MSFT
Microsoft Corp

Technology
-18
- 0.19%
$496.82 - $542.07 $8.94K - $9.76K
9.61K $4.88M
T
At&T Inc.

Communication Services
-2.99K
- 25.39%
$24.44 - $27.55 $73.2K - $82.5K
8.8K $224K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.9K
- 32.88%
$56.0 - $57.6 $106K - $109K
3.87K $219K
KMI
Kinder Morgan, Inc.

Energy
-1.07K
- 1.23%
$25.84 - $28.46 $27.6K - $30.4K
85.8K $2.35M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.26K
- 10.41%
$46.85 - $47.44 $106K - $107K
19.4K $912K
IYK
Ishares U.S. Consumer Staples

ETFs
-1.43K
- 16.47%
$66.27 - $69.53 $94.8K - $99.5K
7.26K $493K
QCOM
Qualcomm Inc

Technology
-599
- 18.52%
$153.59 - $187.68 $92K - $112K
2.64K $439K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-5.84K
- 14.96%
$14.3 - $14.79 $83.5K - $86.4K
33.2K $474K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.84K
- 2.09%
$50.55 - $50.74 $92.8K - $93.2K
86K $4.36M
GAB
Gabelli Equity Trust Inc

Financial Services
-11.9K
- 3.26%
$5.86 - $6.17 $69.5K - $73.2K
352K $2.13M
STNE
Stone Co Ltd.

Technology
-1.55K
- 5.51%
$16.77 - $19.39 $26K - $30.1K
26.6K $445K
ORCL
Oracle Corp

Technology
-2
- 0.16%
$217.57 - $313.0 $435 - $626
1.27K $279K
DVN
Devon Energy Corp

Energy
-2.39K
- 22.49%
$31.74 - $35.84 $75.8K - $85.6K
8.23K $294K
AMP
Ameriprise Financial Inc

Financial Services
-9
- 0.62%
$440.8 - $497.79 $3.97K - $4.48K
1.44K $635K
VDC
Vanguard Consumer Staples ETF

ETFs
-192
- 2.01%
$206.7 - $217.75 $39.7K - $41.8K
9.37K $1.97M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-4.61K
- 11.57%
$11.35 - $11.74 $52.3K - $54.1K
35.2K $400K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-65
- 0.31%
$70.77 - $74.04 $4.6K - $4.81K
20.6K $1.46M
FVD
First Tr Value Line Divid Inde

ETFs
-936
- 2.32%
$45.0 - $46.25 $42.1K - $43.3K
39.5K $1.81M
FTHI
First Trust Exchange Traded Fd

ETFs
-2.15K
- 4.32%
$23.34 - $23.94 $50.1K - $51.4K
47.6K $1.12M
TROW
Price T Rowe Group Inc

Financial Services
-482
- 14.55%
$101.07 - $106.13 $48.7K - $51.2K
2.83K $287K
CVX
Chevron Corp

Energy
-320
- 5.19%
$148.9 - $157.72 $47.6K - $50.5K
5.84K $904K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-4K
- 9.05%
$4.14 - $6.79 $16.6K - $27.2K
40.2K $166K
HNDL
Strategy Shs

ETFs
-2.04K
- 8.66%
$22.03 - $22.55 $44.9K - $45.9K
21.5K $474K
LNG
Cheniere Energy, Inc.

Energy
-92
- 7.28%
$205.63 - $235.74 $18.9K - $21.7K
1.17K $251K
KRE
Spdr S&P Regional Banking ETF

ETFs
-497
- 9.23%
$58.14 - $64.09 $28.9K - $31.9K
4.89K $297K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.47K
- 5.21%
$18.14 - $18.51 $44.8K - $45.7K
45K $822K
GS
Goldman Sachs Group Inc

Financial Services
-36
- 5.11%
$744.6 - $838.97 $26.8K - $30.2K
668 $518K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-314
- 0.79%
$137.47 - $143.13 $43.2K - $44.9K
39.3K $5.53M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.09K
- 15.0%
$37.61 - $39.41 $40.8K - $42.8K
6.15K $237K
COP
Conocophillips

Energy
-193
- 5.22%
$85.66 - $95.46 $16.5K - $18.4K
3.5K $310K
VZ
Verizon Communications Inc

Communication Services
-436
- 6.29%
$38.4 - $43.83 $16.7K - $19.1K
6.49K $266K
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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