Accelerate Investment Advisors LLC Reduced Holdings in Q4 2025

Accelerate Investment Advisors LLC

  • $148 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.07K
- 32.11%
$191.01 - $199.18 $586K - $611K
6.48K $1.29B
MSFT
Microsoft Corp

Technology
-568
- 10.3%
$496.82 - $542.07 $282K - $308K
4.94K $2.39B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-15.2K
- 20.95%
$26.75 - $27.15 $407K - $413K
57.4K $1.52B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-22.3K
- 43.8%
$13.24 - $14.59 $296K - $326K
28.7K $370M
META
Meta Platforms, Inc.

Communication Services
-301
- 17.3%
$609.01 - $751.67 $183K - $226K
1.44K $950M
NVDA
Nvidia Corp

Technology
-1.6K
- 9.53%
$179.83 - $207.04 $288K - $331K
15.2K $2.83B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-502
- 36.25%
$475.68 - $513.11 $239K - $258K
883 $444M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.09K
- 2.07%
$46.2 - $46.85 $143K - $145K
146K $6.74B
AAPL
Apple Inc.

Technology
-1.3K
- 8.68%
$245.27 - $275.25 $318K - $357K
13.6K $3.71B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-978
- 9.73%
$78.65 - $79.19 $76.9K - $77.4K
9.07K $715M
Kayne Anderson Bdc Inc
-8.2K
- 15.83%
N/A
43.6K $624M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.89%
$358.03 - $397.02 $2.86K - $3.18K
886 $305M
MCK
Mckesson Corp

Healthcare
-99
- 15.4%
$738.06 - $859.37 $73.1K - $85.1K
544 $446M
EFV
Msci Eafe Value ETF

ETFs
-1.91K
- 7.92%
$66.73 - $70.99 $128K - $136K
22.2K $1.59B
VTV
Vanguard Value ETF

ETFs
-393
- 6.81%
$182.87 - $189.72 $71.9K - $74.6K
5.38K $1.03B
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.63%
$910.94 - $954.99 $3.64K - $3.82K
634 $547M
JNJ
Johnson & Johnson

Healthcare
-397
- 21.87%
$185.98 - $199.58 $73.8K - $79.2K
1.42K $293M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-181
- 8.8%
$219.27 - $238.71 $39.7K - $43.2K
1.88K $421M
TSLA
Tesla, Inc.

Consumer Cyclical
-102
- 3.73%
$401.99 - $468.37 $41K - $47.8K
2.63K $1.18B
Blackrock Inc
-5
- 2.27%
N/A
215 $230M
RTX
Raytheon Technologies Corp

Industrials
-302
- 16.23%
$157.0 - $179.44 $47.4K - $54.2K
1.56K $286M
UNH
Unitedhealth Group Inc

Healthcare
-37
- 5.31%
$320.52 - $369.92 $11.9K - $13.7K
660 $218M
PG
Procter & Gamble CO

Consumer Defensive
-24
- 1.49%
$145.5 - $153.18 $3.49K - $3.68K
1.59K $227M
LOW
Lowes Companies Inc

Consumer Cyclical
-34
- 3.43%
$225.0 - $247.99 $7.65K - $8.43K
956 $231M
INTU
Intuit Inc

Technology
-3
- 0.45%
$641.79 - $683.39 $1.93K - $2.05K
666 $441M
WFC
Wells Fargo & Company

Financial Services
-589
- 13.29%
$77.62 - $87.3 $45.7K - $51.4K
3.84K $358M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-490
- 2.61%
$25.03 - $25.34 $12.3K - $12.4K
18.3K $459M
V
Visa Inc.

Financial Services
-52
- 5.54%
$325.75 - $352.42 $16.9K - $18.3K
886 $311M
FDVV
Fidelity High Dividend ETF

ETFs
-250
- 4.29%
$54.66 - $56.68 $13.7K - $14.2K
5.58K $316M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-477
- 5.46%
$25.2 - $26.46 $12K - $12.6K
8.26K $217M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-276
- 2.34%
$23.37 - $23.7 $6.45K - $6.54K
11.5K $270M
FVD
First Tr Value Line Divid Inde

ETFs
-104
- 1.58%
$45.0 - $46.25 $4.68K - $4.81K
6.47K $298M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-165
- 1.28%
$19.16 - $19.36 $3.16K - $3.19K
12.7K $243M
SCHO
Schwab Short Term Us Treasury

ETFs
-200
- 2.33%
$24.31 - $24.46 $4.86K - $4.89K
8.39K $204M
VNLA
Janus Henderson Short Duration

ETFs
-69
- 1.51%
$49.13 - $49.33 $3.39K - $3.4K
4.51K $222M
JPM
Jpmorgan Chase & CO

Financial Services
-28
- 1.05%
$294.11 - $320.41 $8.24K - $8.97K
2.64K $850M
NEE
Nextera Energy Inc

Utilities
-44
- 1.62%
$78.18 - $86.03 $3.44K - $3.79K
2.67K $214M
IEV
Ishares Tr Europe ETF

ETFs
-16
- 0.35%
$65.02 - $67.89 $1.04K - $1.09K
4.51K $309M
UAL
United Airlines Holdings, Inc.

Industrials
-200
- 7.83%
$90.77 - $104.05 $18.2K - $20.8K
2.35K $263M
ADI
Analog Devices Inc

Technology
-23
- 2.52%
$225.32 - $246.37 $5.18K - $5.67K
890 $241M
AVDE
American Centy ETF Tr Avantis

ETFs
-23
- 0.38%
$77.65 - $81.2 $1.79K - $1.87K
5.98K $492M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-30
- 0.35%
$34.7 - $37.35 $1.04K - $1.12K
8.47K $322M
GOOGL
Alphabet Inc.

Communication Services
-769
- 20.42%
$236.57 - $291.31 $182K - $224K
3K $938M
AMGN
Amgen Inc

Healthcare
-16
- 1.45%
$290.13 - $341.71 $4.64K - $5.47K
1.08K $355M
AMZN
Amazon Com Inc

Consumer Cyclical
-329
- 2.16%
$213.04 - $254.0 $70.1K - $83.6K
14.9K $3.43B
Activity Summary
Buys All Purchases 66 New Holdings 7 Increased Positions 59 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accelerate Investment Advisors LLC Portfolio

Follow Accelerate Investment Advisors LLC 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 Accelerate Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accelerate Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email