Accel Wealth Management Sells in Q1 2025

Accel Wealth Management

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.46K
- 13.9%
$106.98 - $149.43 $584K - $816K
33.8K $3.67M
AVGO
Broadcom Inc.

Technology
-2.44K
- 23.81%
$167.43 - $244.7 $408K - $596K
7.8K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
-103
- 0.32%
$190.26 - $242.06 $19.6K - $24.9K
32.3K $6.14M
VTI
Vanguard Total Stock Market Et

ETFs
-1.96K
- 7.86%
$271.18 - $303.12 $530K - $593K
22.9K $6.26M
AAPL
Apple Inc.

Technology
-26
- 0.09%
$209.68 - $247.1 $5.45K - $6.42K
29.9K $6.65M
GOOGL
Alphabet Inc.

Communication Services
-260
- 1.45%
$154.33 - $206.19 $40.1K - $53.6K
17.7K $2.73M
PLTR
Palantir Technologies Inc.

Technology
-7.99K
- 40.9%
$64.98 - $124.62 $519K - $996K
11.6K $974K
MSFT
Microsoft Corp

Technology
-64
- 0.67%
$375.39 - $447.2 $24K - $28.6K
9.53K $3.58M
EDV
Vanguard Extended Duration Tre

ETFs
-7.01K
- 31.6%
$65.05 - $73.43 $456K - $515K
15.2K $1.06M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.16K
- 7.29%
$126.11 - $135.06 $399K - $427K
40.2K $5.13M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.72K
- 1.07%
$16.57 - $18.85 $28.5K - $32.4K
159K $2.64M
FTSL
First Trust Senior Ln Fund

ETFs
-4.9K
- 13.41%
$45.65 - $46.48 $223K - $228K
31.6K $1.44M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.33K
- 33.66%
$169.43 - $182.84 $226K - $243K
2.62K $450K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-5.75K
- 4.96%
$22.77 - $24.73 $131K - $142K
110K $2.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.84K
- 32.5%
$56.17 - $59.71 $215K - $229K
7.97K $451K
BHK
Blackrock Core Bond Trust

Financial Services
-22.7K
- 24.19%
$10.15 - $10.86 $230K - $247K
71.2K $766K
IVV
Ishares Core S&P 500 ETF

ETFs
-206
- 7.99%
$554.06 - $615.85 $114K - $127K
2.37K $1.32M
GOOG
Alphabet Inc.

Communication Services
-292
- 6.86%
$156.06 - $207.71 $45.6K - $60.7K
3.96K $619K
CRM
Salesforce, Inc.

Technology
-110
- 5.18%
$268.36 - $359.95 $29.5K - $39.6K
2.01K $540K
VUG
Vanguard Growth ETF

ETFs
-7
- 0.18%
$369.1 - $427.61 $2.58K - $2.99K
3.9K $1.45M
MUB
Ishares National Muni Bond ETF

ETFs
-1.29K
- 23.21%
$104.71 - $107.69 $135K - $139K
4.27K $449K
FDL
First Tr Morningstar Dividend

ETFs
-3.81K
- 20.72%
$39.69 - $43.83 $151K - $167K
14.6K $623K
HON
Honeywell International Inc

Industrials
-304
- 10.3%
$202.75 - $226.52 $61.6K - $68.9K
2.65K $560K
VGT
Vanguard Information Technolog

ETFs
-73
- 8.91%
$543.24 - $646.34 $39.7K - $47.2K
746 $405K
PEP
Pepsico Inc

Consumer Defensive
-440
- 3.12%
$142.64 - $156.42 $62.8K - $68.8K
13.7K $2.05M
RHI
Robert Half International Inc.

Industrials
-204
- 3.91%
$51.96 - $71.3 $10.6K - $14.5K
5.01K $273K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.12K
- 3.21%
$44.96 - $47.9 $50.4K - $53.6K
33.8K $1.53M
ETN
Eaton Corp PLC

Industrials
-10
- 0.72%
$271.83 - $371.23 $2.72K - $3.71K
1.39K $376K
SPYG
Spdr Portfolio

ETFs
-593
- 11.8%
$80.05 - $92.39 $47.5K - $54.8K
4.43K $355K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-5.13K
- 8.83%
$14.28 - $14.97 $73.3K - $76.8K
53K $761K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-152
- 3.68%
$174.52 - $210.67 $26.5K - $32K
3.98K $694K
DIS
Walt Disney CO

Communication Services
-328
- 8.35%
$96.87 - $114.0 $31.8K - $37.4K
3.6K $355K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.06K
- 5.19%
$47.09 - $50.46 $49.8K - $53.4K
19.3K $917K
ADM
Archer Daniels Midland CO

Consumer Defensive
-981
- 8.24%
$45.22 - $52.17 $44.4K - $51.2K
10.9K $524K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.31K
- 9.65%
$11.22 - $11.8 $59.6K - $62.7K
49.7K $562K
BAC
Bank Of America Corp

Financial Services
-767
- 4.5%
$39.61 - $47.74 $30.4K - $36.6K
16.3K $679K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-625
- 2.26%
$45.66 - $48.85 $28.5K - $30.5K
27.1K $1.24M
MRK
Merck & Co., Inc.

Healthcare
-141
- 2.51%
$83.01 - $101.02 $11.7K - $14.2K
5.47K $490K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.18K
- 17.67%
$49.78 - $53.19 $58.5K - $62.5K
5.48K $277K
CSCO
Cisco Systems, Inc.

Technology
-1.46K
- 13.76%
$58.74 - $64.87 $85.9K - $94.9K
9.17K $566K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.26K
- 6.16%
$17.53 - $17.87 $57.1K - $58.2K
49.6K $873K
EMR
Emerson Electric CO

Industrials
-75
- 2.02%
$108.64 - $131.17 $8.15K - $9.84K
3.64K $398K
PG
Procter & Gamble CO

Consumer Defensive
-531
- 5.15%
$158.56 - $176.26 $84.2K - $93.6K
9.78K $1.67M
FVD
First Tr Value Line Divid Inde

ETFs
-1.94K
- 4.18%
$42.61 - $45.51 $82.7K - $88.3K
44.5K $1.97M
MYO
Myomo, Inc.

Healthcare
-800
- 1.91%
$4.17 - $7.05 $3.34K - $5.64K
41.1K $199K
VB
Vanguard Small Cap ETF

ETFs
-30
- 1.13%
$217.89 - $252.64 $6.54K - $7.58K
2.64K $584K
PAVE
Global X Fds Us Infrastructure

ETFs
-203
- 1.2%
$37.31 - $43.82 $7.57K - $8.9K
16.7K $628K
PFF
Ishares Trust Ishares Pfd And

ETFs
-934
- 2.14%
$30.73 - $32.26 $28.7K - $30.1K
42.7K $1.32M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-1.75K
- 3.82%
$5.29 - $10.87 $9.26K - $19K
44.1K $255K
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
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