Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $102 Billion
  • Q3 2024

Accelerate Investment Advisors LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $16.2B, Ishares Core U.S. Aggregate Bo with a value of $10.7B, Ishares Core Msci Intl Develop with a value of $9.6B, Fidelity Merrimack Str Tr Tota with a value of $5.64B, and Vanguard Mid Cap ETF with a value of $4.53B.

Examining the 13F form we can see an increase of $102B in the current position value.

Accelerate Investment Advisors LLC is based out at Aliso Viejo, CA

Below you can find more details about Accelerate Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $82.3 Billion
Technology: $7.21 Billion
Consumer Cyclical: $3.18 Billion
Energy: $2.77 Billion
Financial Services: $1.93 Billion
Communication Services: $1.71 Billion
Healthcare: $1.04 Billion
Real Estate: $444 Million
Other: $417 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.99B
$1.61 Billion 1.58% of portfolio
1,825
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $102 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 84 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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