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CIK: 0001838226
Total reported value
$444.4M
$444.4M
256 檔
9.2%
As reported in its official Q3 2024 Form 13F filing, Accel Wealth Management's tracked investment portfolio stood at $444.4M with 256 total positions.
In Q3 2024, Accel Wealth Management displayed an active expansion posture, initiating 15 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.03% | -0.61% | -7.57% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.69% | -0.03% | +0.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.58% | -0.06% | +1.29% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.57% | +0.04% | +3.64% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | — | +2.82% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.16% | -0.11% | -0.93% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.04% | -0.02% | +1.95% | |
| 8 | VDE | Vanguard Energy ETF | ETF-Other | 1.99% | -0.22% | +10.02% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.98% | -0.02% | +5.03% | |
| 10 | PTY | Pimco Corporate & Income Opp | Stock-Other | 1.97% | -0.38% | +15.91% | |
| 11 | USB | US Bancorp | Stock-Financials | 1.87% | — | -0.99% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | — | +8.21% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.07% | +0.07% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.13% | +3.56% | |
| 15 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.26% | -0.12% | +31.38% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.08% | +1.59% | |
| 17 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.15% | -0.02% | -0.66% | |
| 18 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 1.10% | -0.07% | -2.41% | |
| 19 | DE | Deere & Co | Stock-Industrials | 1.09% | -0.04% | -9.32% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | -0.18% | +11.53% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 1.00% | +0.27% | +2.94% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | — | -0.49% | |
| 23 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.98% | — | +0.04% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.94% | +0.01% | +1.12% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.05% | -2.26% | |
| 26 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.90% | -0.08% | -0.43% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.16% | +0.13% | |
| 28 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.86% | -0.16% | — | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 0.85% | -0.04% | +1.72% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-Other | 0.83% | -0.07% | -3.03% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.82% | +0.34% | +1.24% | |
| 32 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.81% | -0.05% | -59.34% | |
| 33 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.81% | -0.14% | -1.41% | |
| 34 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.79% | +0.01% | -2.95% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.79% | -0.07% | -2.36% | |
| 36 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.73% | -0.08% | +1.19% | |
| 37 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.71% | -0.06% | +0.12% | |
| 38 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.70% | — | +39.75% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.03% | +2.03% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.05% | -31.08% | |
| 41 | GAB | Gabelli Equity Trust | Stock-Other | 0.67% | -0.09% | +1.49% | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.66% | -0.02% | -3.61% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.03% | +866.76% | |
| 44 | VPU | Vanguard Utilities ETF | ETF-Other | 0.64% | -0.07% | +20.43% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.63% | +0.09% | +11.08% | |
| 46 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.62% | -0.06% | — | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.62% | -0.08% | +45.39% | |
| 48 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.60% | -0.19% | — | |
| 49 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.60% | +0.12% | +3.08% | |
| 50 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.58% | -0.03% | +7.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGEB | Ishares Investment Grade Sys | +0.9% | NEW | New buy |
| 2 | FAUG | Ft Vest U.s. Equity Buffer E | +0.6% | NEW | New buy |
| 3 | LGOV | First Tr Long Duration O-etf | +0.6% | NEW | New buy |
| 4 | FJUL | Ft Vest US Equity Buffer ETF | +0.4% | NEW | New buy |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.3% | NEW | New buy |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | NEW | New buy |
| 7 | ANGL | Vaneck Fallen Angel High Yld | +0.3% | +31.38% | Add |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +45.39% | Add |
| 9 | MUB | Ishares National Muni Bond E | +0.2% | NEW | New buy |
| 10 | EDV | Vanguard Extended Dur Treas | +0.2% | +39.75% | Add |
| 11 | FSEP | Ft Vest U.s. Equity Buffer E | +0.2% | NEW | New buy |
| 12 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +5.03% | Add |
| 13 | PTY | Pimco Corporate & Income Opp | +0.2% | +15.91% | Add |
| 14 | VPU | Vanguard Utilities ETF | +0.2% | +20.43% | Add |
| 15 | ICF | Ishares Select U.s. Reit ETF | +0.2% | +110.44% | Add |
| 16 | XHB | Ss Spdr S&p Homebldrs ETF | +0.1% | NEW | New buy |
| 17 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 18 | AAPL | Apple Inc | +0.1% | +1.29% | Add |
| 19 | USB | US Bancorp | +0.1% | -0.99% | Trim |
| 20 | T | At&t Inc | +0.1% | NEW | New buy |
| 21 | BX | Blackstone Inc | +0.1% | -2.36% | Trim |
| 22 | ANETEUR | Arista Networks Inc | +0.1% | NEW | New buy |
| 23 | XEL | Xcel Energy Inc | +0.1% | NEW | New buy |
| 24 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 25 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 26 | AGG | Ishares Core U.s. Aggregate | +0.1% | +11.53% | Add |
| 27 | IYK | Ishares US Consumer Staples | +0.1% | +35.56% | Add |
| 28 | DGRO | Ishares Core Dividend Growth | +0.1% | +0.70% | Add |
| 29 | VTV | Vanguard Value ETF | +0.1% | +1.95% | Add |
| 30 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +1.12% | Add |
| 31 | UTF | Cohen & Steers Infrastructur | +0.1% | -0.43% | Trim |
| 32 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +11.08% | Add |
| 33 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +3.64% | Add |
| 34 | RDVY | First Trust Rising Dividend | 0% | +2.94% | Add |
| 35 | VYM | Vanguard High Dvd Yield ETF | — | -0.93% | Trim |
| 36 | NVDA | Nvidia CORP | 0% | +8.21% | Add |
| 37 | VDE | Vanguard Energy ETF | 0% | +10.02% | Add |
| 38 | FIXD | First Trust Smith Opportunis | -0.1% | EXIT | Sold out |
| 39 | FJAN | Ft Vest U.s. Equity Buffer E | -0.1% | EXIT | Sold out |
| 40 | GSEP | Ft Vest US Equity Moderate B | -0.1% | EXIT | Sold out |
| 41 | GNOV | Ft Vest US Equity Moderate B | -0.1% | EXIT | Sold out |
| 42 | DVN | Devon Energy CORP | -0.2% | -33.24% | Trim |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.59% | Add |
| 44 | PGF | Invesco Financial Preferred | -0.3% | -38.69% | Trim |
| 45 | SRLN | Ss Blackstone Sr Loan ETF | -0.3% | -64.60% | Trim |
| 46 | OXY | Occidental Petroleum CORP | -0.3% | +0.04% | Add |
| 47 | PG | Procter & Gamble Co/the | -0.3% | -31.08% | Trim |
| 48 | VNLA | Janus Henderson Short Durati | -0.6% | -7.57% | Trim |
| 49 | GLD | Spdr Gold Shares | -1.1% | -76.49% | Trim |
| 50 | FTSL | First Trust Senior Loan ETF | -1.3% | -59.34% | Trim |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 256 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VNLA, DGRO, AAPL) accounted for 9.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
IGEB
市值: $2.3M
Top Position Liquidated / Trimmed
GNOV
前期市值: $341.1K
During Q3 2024, Accel Wealth Management's top holdings by market value included VNLA (4.0%)、DGRO (3.7%)、AAPL (2.6%). The largest single position, VNLA, represented 4.0% of total portfolio value.
In Q3 2024, Accel Wealth Management made 50 total portfolio adjustments, initiating 15 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 4 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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