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CIK: 0001838226
Total reported value
$444.4M
$444.4M
251 檔
9.6%
According to the latest 13F quarterly dataset, Accel Wealth Management managed an equity portfolio of $444.4M at the end of Q4 2024, spanning 251 distinct U.S. exchange-listed positions.
Accel Wealth Management executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 10 holdings and trimming 16 positions.
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNLA | Janus Henderson Short Durati | ETF-Other | 4.10% | -0.61% | +0.17% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.77% | -0.03% | +2.48% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.06% | +0.68% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.73% | +0.04% | +2.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | — | -3.68% | |
| 6 | VDE | Vanguard Energy ETF | ETF-Other | 2.19% | -0.22% | +9.25% | |
| 7 | PTY | Pimco Corporate & Income Opp | Stock-Other | 2.16% | -0.38% | +8.08% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.10% | -0.11% | -4.02% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.04% | -0.02% | +1.36% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.02% | -0.02% | +3.65% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | — | -1.10% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | +0.07% | +2.82% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.13% | -0.80% | |
| 14 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.30% | -0.12% | +4.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.08% | -11.24% | |
| 16 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.11% | -0.02% | -6.49% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.10% | +0.27% | +7.38% | |
| 18 | XEVTX | Eaton Vance Tax-adv Dvd Inc | Stock-Other | 1.06% | -0.07% | -3.00% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.03% | — | +3.24% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.01% | -0.14% | -1.35% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.99% | -0.18% | -0.50% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.05% | +1.47% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.96% | -0.04% | -14.38% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.96% | +0.01% | +2.92% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.90% | -0.07% | -0.07% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.03% | -0.32% | |
| 27 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.90% | -0.16% | +7.81% | |
| 28 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.82% | +0.01% | +0.31% | |
| 29 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.82% | -0.08% | -3.18% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.81% | -0.16% | +4.08% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-Other | 0.80% | -0.04% | +2.86% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.03% | -3.88% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-Other | 0.77% | -0.07% | -5.71% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.75% | -0.08% | +3.33% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.73% | +0.09% | +8.60% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.71% | +0.12% | +12.70% | |
| 37 | GAB | Gabelli Equity Trust | Stock-Other | 0.71% | -0.09% | +6.13% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.67% | -0.05% | +8.20% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.05% | -0.59% | |
| 40 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.64% | -0.05% | -22.92% | |
| 41 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.63% | -0.03% | +6.14% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-Other | 0.62% | -0.07% | +1.60% | |
| 43 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.62% | -0.06% | -4.60% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.61% | -0.08% | +3.48% | |
| 45 | LGOV | First Tr Long Duration O-etf | ETF-Other | 0.61% | -0.19% | +7.01% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.61% | +0.03% | +10.46% | |
| 47 | RVT | Royce Small-cap Trust Inc | Stock-Other | 0.61% | -0.06% | -16.75% | |
| 48 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-Other | 0.58% | — | +3.32% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | -3.41% | |
| 50 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.57% | — | -5.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | -3.68% | Trim |
| 2 | PLTR | Palantir Technologies Inc-a | +0.3% | +6.26% | Add |
| 3 | CGDV | Cap Group Dividend Value | +0.3% | +126.41% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +0.68% | Add |
| 5 | CGGR | Cap Group Growth Equity | +0.2% | +148.89% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | -0.32% | Trim |
| 7 | KMI | Kinder Morgan, Inc. | +0.2% | -1.35% | Trim |
| 8 | NVDA | Nvidia CORP | +0.2% | -1.10% | Trim |
| 9 | VDE | Vanguard Energy ETF | +0.2% | +9.25% | Add |
| 10 | GLD | Spdr Gold Shares | +0.2% | +49.38% | Add |
| 11 | PTY | Pimco Corporate & Income Opp | +0.2% | +8.08% | Add |
| 12 | INTC | Intel CORP | +0.2% | +109.85% | Add |
| 13 | SOUN | Soundhound Ai Inc-a | +0.2% | -9.54% | Trim |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +2.06% | Add |
| 15 | FTHI | Fthi/first Trust Exchange-tr | +0.2% | +58.07% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.82% | Add |
| 17 | ISPY | Proshares S&p High Incom ETF | +0.1% | NEW | New buy |
| 18 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 19 | FNOV | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 20 | RXRX | Recursion Pharmaceuticals-a | +0.1% | NEW | New buy |
| 21 | AHR | American Healthcare Reit Inc | +0.1% | NEW | New buy |
| 22 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 23 | BX | Blackstone Inc | +0.1% | -0.07% | Trim |
| 24 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +12.70% | Add |
| 25 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | NEW | New buy |
| 26 | VUG | Vanguard Growth ETF | +0.1% | +10.46% | Add |
| 27 | XLF | Ss Financial Select Sector | +0.1% | +8.20% | Add |
| 28 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +8.60% | Add |
| 29 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +20.51% | Add |
| 30 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | -0.46% | Trim |
| 31 | TSLA | Tesla Inc | +0.1% | +14.47% | Add |
| 32 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -4.02% | Trim |
| 33 | UTF | Cohen & Steers Infrastructur | -0.1% | -3.18% | Trim |
| 34 | TIP | Ishares Tips Bond ETF | -0.1% | EXIT | Sold out |
| 35 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 36 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 37 | DHI | Dr Horton Inc | -0.1% | EXIT | Sold out |
| 38 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 39 | MDLZ | Mondelez International Inc-a | -0.1% | EXIT | Sold out |
| 40 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 41 | RVT | Royce Small-cap Trust Inc | -0.1% | -16.75% | Trim |
| 42 | LEN | Lennar Corp-a | -0.1% | EXIT | Sold out |
| 43 | HNDL | Nasdaq 7 Handl Index ETF | -0.1% | -28.60% | Trim |
| 44 | DE | Deere & Co | -0.1% | -14.38% | Trim |
| 45 | EDV | Vanguard Extended Dur Treas | -0.1% | -5.79% | Trim |
| 46 | FTSL | First Trust Senior Loan ETF | -0.2% | -22.92% | Trim |
| 47 | PRU | Prudential Financial Inc | -0.2% | -32.11% | Trim |
| 48 | SMH | Vaneck Semiconductor ETF | -0.8% | EXIT | Sold out |
| 49 | OXY | Occidental Petroleum CORP | -1% | EXIT | Sold out |
| 50 | USB | US Bancorp | -1.7% | -93.72% | Trim |
According to official SEC Form 13F filings, Accel Wealth Management reported a total U.S. public equity portfolio value of $444.4M across 251 disclosed positions in Q4 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 9.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ISPY
市值: $379.0K
Top Position Liquidated / Trimmed
OXY
前期市值: $2.6M
During Q4 2024, Accel Wealth Management's top holdings by market value included VNLA (4.1%)、DGRO (3.8%)、AAPL (2.8%). The largest single position, VNLA, represented 4.1% of total portfolio value.
In Q4 2024, Accel Wealth Management made 50 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 10 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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