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CIK: 0001838226
Total reported value
$444.4M
$444.4M
244 檔
8.9%
The Q2 2024 SEC filing reveals that Accel Wealth Management held a total portfolio value of $444.4M, covering 244 public equity positions.
During Q2 2024, Accel Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VNLA, DGRO, AMZN) accounted for 8.9% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.64% | -0.61% | +1.37% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.62% | -0.03% | -0.29% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | — | +10.93% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.52% | +0.04% | +5.69% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.48% | -0.06% | +10.56% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.16% | -0.11% | -0.20% | |
| 7 | FTSL | First Trust Senior Loan ETF | ETF-Other | 2.13% | -0.05% | -4.90% | |
| 8 | VDE | Vanguard Energy ETF | ETF-Other | 2.02% | -0.22% | +3.88% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.97% | -0.02% | +0.15% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.82% | -0.02% | +2.66% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.81% | — | +1222.26% | |
| 12 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.81% | -0.38% | +8.56% | |
| 13 | USB | US Bancorp | Stock-Financials | 1.77% | — | +0.84% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.68% | +0.07% | +4.18% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | -0.13% | +32.52% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.46% | -0.33% | -0.19% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.08% | +10.52% | |
| 18 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.29% | — | +0.00% | |
| 19 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.22% | -0.02% | +2.27% | |
| 20 | DE | Deere & Co | Stock-Industrials | 1.15% | -0.04% | +9.27% | |
| 21 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 1.14% | -0.07% | +0.97% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.05% | -51.47% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.99% | -0.12% | +1.56% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | — | +4.26% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.05% | -1.50% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.97% | +0.27% | +4.44% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.95% | -0.18% | +15.82% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.92% | +0.34% | +8.01% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.16% | +0.16% | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.88% | +0.01% | +13.14% | |
| 31 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.86% | +0.01% | -1.97% | |
| 32 | VHT | Vanguard Health Care ETF | ETF-Other | 0.84% | -0.04% | +1.28% | |
| 33 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.84% | -0.08% | -3.14% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.83% | -0.07% | -0.74% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.79% | -0.14% | +1.72% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.72% | -0.08% | +2.34% | |
| 37 | PRU | Prudential Financial Inc | Stock-Financials | 0.71% | -0.02% | -0.76% | |
| 38 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.71% | -0.06% | +0.77% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.70% | -0.07% | -0.58% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.03% | +8.47% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.03% | +15.81% | |
| 42 | GAB | Gabelli Equity Trust | Stock-Other | 0.67% | -0.09% | +8.60% | |
| 43 | PGF | Invesco Financial Preferred | ETF-Other | 0.63% | -0.04% | -6.02% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.62% | -0.05% | -2.66% | |
| 45 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.59% | +0.12% | +2.79% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | +0.26% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | — | +23.21% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.57% | +0.09% | +9.80% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.54% | -0.05% | +11.07% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.53% | +0.03% | +17.29% |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 244 disclosed positions in Q2 2024.
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During Q2 2024, Accel Wealth Management's top holdings by market value included VNLA (4.6%)、DGRO (3.6%)、AMZN (2.5%). The largest single position, VNLA, represented 4.6% of total portfolio value.
In Q2 2024, Accel Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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