Accel Wealth Management Portfolio Holdings
Accel Wealth Management
- $257 Million
- Q4 2024
Accel Wealth Management has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Million distributed in 251 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Short Duration with a value of $10.8M, Ishares Core Dividend Growth E with a value of $9.94M, Apple Inc. with a value of $7.5M, Vanguard Total Stock Market Et with a value of $7.21M, and Amazon Com Inc with a value of $7.1M.
Examining the 13F form we can see an decrease of $6.34M in the current position value, from $263M to 257M.
Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $151 Million
Financial Services: $29.1 Million
Technology: $27.2 Million
Consumer Cyclical: $8.23 Million
Industrials: $8.05 Million
Energy: $7.01 Million
Consumer Defensive: $6.61 Million
Communication Services: $6.14 Million
Other: $11.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 251
- Current Value $257 Million
- Prior Value $263 Million
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks