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
$233B
$346,000 0.13% of portfolio
1,109
Q1 2025 Added 1.09%
$0
$356,000 0.13% of portfolio
5,308
Q1 2025 Added 10.17%
$3.3B
$359,000 0.13% of portfolio
32,730
Q1 2025 Reduced 0.91%
$0
$345,000 0.13% of portfolio
13,152
Q1 2025 Reduced 3.45%
$0
$361,000 0.13% of portfolio
5,906
Q1 2025 Reduced 4.59%
$0
$344,000 0.13% of portfolio
6,112
Q1 2025 Reduced 0.28%
$808B
$344,000 0.13% of portfolio
2,073
Q1 2025 Added 1.77%
$0
$355,000 0.13% of portfolio
4,431
Q1 2025 Reduced 11.8%
$11.8B
$340,000 0.13% of portfolio
252
Q3 2024 Added 5.0%
$82.5B
$345,000 0.13% of portfolio
10,233
Q1 2025 Reduced 4.48%
$224B
$337,000 0.13% of portfolio
2,547
Q1 2025 Added 1.23%
$154B
$355,000 0.13% of portfolio
3,602
Q1 2025 Reduced 8.35%
$92.9B
$341,000 0.13% of portfolio
2,797
Q1 2025 Reduced 8.59%
$0
$343,000 0.13% of portfolio
4,512
Q1 2025 Added 0.09%
$194B
$355,000 0.13% of portfolio
12,581
Q1 2025 Added 2.8%
$0
$348,000 0.13% of portfolio
9,500
Q1 2025 Reduced 1.55%
$4.32B
$325,000 0.12% of portfolio
4,025
Q3 2024 Reduced 3.82%
$1.18B
$311,000 0.12% of portfolio
6,920
Q4 2024 Reduced 13.14%
$22.6B
$332,000 0.12% of portfolio
3,483
Q1 2025 Added 0.09%
$17.2B
$334,000 0.12% of portfolio
771
Q3 2024 Added 4.05%
$0
$309,000 0.12% of portfolio
6,665
Q4 2024 New
$0
$331,000 0.12% of portfolio
21,876
Q1 2025 Reduced 3.25%
$0
$319,000 0.12% of portfolio
4,680
Q1 2025 Added 45.61%
$0
$308,000 0.11% of portfolio
1,496
Q1 2025 Added 33.45%
$0
$303,000 0.11% of portfolio
6,627
Q4 2024 Reduced 5.76%
$56.8B
$293,000 0.11% of portfolio
6,953
Q1 2025 Added 0.58%
$42.5B
$306,000 0.11% of portfolio
2,317
Q1 2025 Added 0.7%
$0
$308,000 0.11% of portfolio
1,664
Q1 2025 Added 9.83%
$0
$294,000 0.11% of portfolio
6,496
Q1 2025 Reduced 3.3%
$0
$291,000 0.11% of portfolio
3,687
Q1 2025 Added 0.11%
$0
$289,000 0.11% of portfolio
7,308
Q1 2025 New
$122B
$283,000 0.11% of portfolio
3,992
Q1 2025 Reduced 12.84%
$46.6B
$258,000 0.1% of portfolio
5,599
Q1 2025 Added 1.27%
$54.8B
$263,000 0.1% of portfolio
2,409
Q1 2025 Reduced 24.1%
$0
$280,000 0.1% of portfolio
2,925
Q1 2025 Reduced 3.24%
$1.28B
$259,000 0.1% of portfolio
30,502
Q1 2025 Added 9.29%
$313B
$275,000 0.1% of portfolio
3,849
Q1 2025 Reduced 0.31%
$0
$277,000 0.1% of portfolio
5,475
Q1 2025 Reduced 17.67%
$109B
$280,000 0.1% of portfolio
4,603
Q1 2025 Reduced 1.52%
$549B
$257,000 0.1% of portfolio
492
Q1 2025 Added 3.36%
$0
$257,000 0.1% of portfolio
3,125
Q1 2025 New
$8.96B
$272,000 0.1% of portfolio
5,933
Q1 2025 Added 0.03%
$5.47B
$273,000 0.1% of portfolio
5,011
Q1 2025 Reduced 3.91%
$994M
$255,000 0.1% of portfolio
44,050
Q1 2025 Reduced 3.82%
$0
$255,000 0.1% of portfolio
9,275
Q1 2025 Added 26.38%
$0
$228,000 0.09% of portfolio
9,438
Q1 2025 New
$0
$237,000 0.09% of portfolio
7,231
Q1 2025 Reduced 0.37%
$63.1B
$235,000 0.09% of portfolio
1,840
Q1 2025 Added 1.71%
$0
$236,000 0.09% of portfolio
1,375
Q1 2024 New

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
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email