Accel Wealth Management Portfolio Holdings

Accel Wealth Management

  • $268 Million
  • Q1 2025

Accel Wealth Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $268 Million distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $13.1M, Janus Henderson Short Duration with a value of $10.9M, Schwab Strategic Tr Us Large C with a value of $8.16M, Apple Inc. with a value of $6.65M, and Vanguard Value ETF with a value of $6.44M.

Examining the 13F form we can see an increase of $10.8M in the current position value, from $257M to 268M.

Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $268 Million
ETFs: $165 Million
Financial Services: $28.7 Million
Technology: $22.5 Million
Industrials: $9.8 Million
Energy: $7.63 Million
Consumer Cyclical: $7.45 Million
Consumer Defensive: $6.62 Million
Communication Services: $5.34 Million
Other: $12.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Million 4.88% of portfolio
213,571
Q1 2025 Added 31.81%
$0
$10.9 Million 4.07% of portfolio
221,771
Q1 2025 Added 0.25%
$0
$8.16 Million 3.04% of portfolio
325,992
Q1 2025 Added 1,116.12%
$3.25T
$6.65 Million 2.48% of portfolio
29,919
Q1 2025 Reduced 0.09%
$0
$6.44 Million 2.4% of portfolio
37,695
Q1 2025 Added 18.66%
$0
$6.26 Million 2.34% of portfolio
22,912
Q1 2025 Reduced 7.86%
$0
$6.18 Million 2.31% of portfolio
48,101
Q1 2025 Added 1.0%
$1.86T
$6.14 Million 2.29% of portfolio
32,276
Q1 2025 Reduced 0.32%
$0
$6.14 Million 2.29% of portfolio
425,251
Q1 2025 Added 7.26%
$0
$5.72 Million 2.13% of portfolio
35,952
Q1 2025 Added 9.29%
$0
$5.13 Million 1.91% of portfolio
40,189
Q1 2025 Reduced 7.29%
$0
$4.52 Million 1.69% of portfolio
9,645
Q1 2025 Added 6.75%
$276B
$3.67 Million 1.37% of portfolio
33,822
Q1 2025 Reduced 13.9%
$2.89T
$3.58 Million 1.34% of portfolio
9,530
Q1 2025 Reduced 0.67%
$0
$3.46 Million 1.29% of portfolio
59,623
Q1 2025 Added 21.91%
$0
$3.46 Million 1.29% of portfolio
119,945
Q1 2025 Added 0.02%
$141B
$3.4 Million 1.27% of portfolio
7,247
Q1 2025 Added 20.88%
$0
$2.89 Million 1.08% of portfolio
64,237
Q1 2025 Added 20.28%
$0
$2.77 Million 1.03% of portfolio
18,083
Q1 2025 Added 4.15%
$931B
$2.73 Million 1.02% of portfolio
17,680
Q1 2025 Reduced 1.45%
$60.2B
$2.72 Million 1.01% of portfolio
95,274
Q1 2025 Reduced 1.6%
$0
$2.64 Million 0.98% of portfolio
158,619
Q1 2025 Reduced 1.07%
$0
$2.55 Million 0.95% of portfolio
110,043
Q1 2025 Reduced 4.96%
$0
$2.53 Million 0.94% of portfolio
4,951
Q1 2025 Added 2.53%
$0
$2.5 Million 0.93% of portfolio
13,748
Q1 2025 Reduced 0.8%
$0
$2.36 Million 0.88% of portfolio
20,892
Q1 2025 Added 38.34%
$102B
$2.32 Million 0.87% of portfolio
8,049
Q1 2025 Added 35.41%
$0
$2.24 Million 0.84% of portfolio
88,435
Q1 2025 Reduced 1.4%
$0
$2.11 Million 0.79% of portfolio
8,021
Q1 2025 Reduced 3.29%
$688B
$2.05 Million 0.76% of portfolio
8,350
Q1 2025 Reduced 1.68%
$202B
$2.05 Million 0.76% of portfolio
13,651
Q1 2025 Reduced 3.12%
$0
$2.02 Million 0.75% of portfolio
36,891
Q1 2025 Added 0.65%
$190B
$2.01 Million 0.75% of portfolio
15,174
Q1 2025 Added 65.11%
$0
$2.01 Million 0.75% of portfolio
9,323
Q1 2025 Added 0.04%
$0
$1.98 Million 0.74% of portfolio
360,509
Q1 2025 Added 4.18%
$0
$1.95 Million 0.73% of portfolio
7,712
Q1 2025 Added 12.27%
$0
$1.97 Million 0.73% of portfolio
44,476
Q1 2025 Reduced 4.18%
$0
$1.96 Million 0.73% of portfolio
34,208
Q1 2025 Added 22.08%
$92.5B
$1.94 Million 0.72% of portfolio
13,873
Q1 2025 Added 0.36%
$0
$1.87 Million 0.7% of portfolio
52,612
Q1 2025 Added 27.03%
$0
$1.88 Million 0.7% of portfolio
38,295
Q1 2025 Added 4.49%
$0
$1.68 Million 0.63% of portfolio
33,172
Q1 2025 Added 77.46%
$0
$1.65 Million 0.62% of portfolio
92,686
Q1 2025 Added 48.48%
$401B
$1.67 Million 0.62% of portfolio
9,782
Q1 2025 Reduced 5.15%
$0
$1.67 Million 0.62% of portfolio
21,372
Q1 2025 Added 0.35%
$0
$1.63 Million 0.61% of portfolio
9,635
Q1 2025 Reduced 4.23%
$0
$1.52 Million 0.57% of portfolio
12,094
Q1 2025 Added 9.7%
$0
$1.53 Million 0.57% of portfolio
33,782
Q1 2025 Reduced 3.21%
$0
$1.49 Million 0.56% of portfolio
43,393
Q1 2025 Added 61.88%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $268 Million
  • Prior Value $257 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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