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CIK: 0002035216
Total reported value
$174.1M
$174.1M
84 檔
26.8%
The Q3 2024 SEC filing reveals that Accelerate Investment Advisors LLC held a total portfolio value of $174.1M, covering 84 public equity positions.
During Q3 2024, Accelerate Investment Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 15.79% | -0.60% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 10.45% | -0.99% | — | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 9.38% | -0.91% | — | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.51% | -0.52% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.42% | -0.30% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | +1.57% | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.16% | -0.19% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.13% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.37% | -0.02% | — | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.04% | +0.03% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.16% | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | +0.02% | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.76% | -0.10% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.22% | — | |
| 15 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.58% | -0.36% | — | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.52% | -0.12% | — | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.19% | +0.25% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.14% | +0.04% | — | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.07% | -0.47% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | — | — | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | -0.16% | — | |
| 22 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.92% | — | — | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.91% | +0.16% | — | |
| 24 | REET | Ishares Global Reit ETF | ETF-Other | 0.89% | -0.02% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.19% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.02% | — | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.75% | +0.11% | — | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.75% | -0.49% | — | |
| 29 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.64% | -0.01% | — | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.62% | -0.04% | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.59% | -0.04% | — | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | +0.01% | — | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.02% | — | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.54% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | +0.04% | — | |
| 36 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.51% | -0.02% | — | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.51% | -0.07% | — | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.05% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.12% | — | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.45% | -0.02% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.05% | — | |
| 42 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.44% | -0.01% | — | |
| 43 | LIN | Linde plc | Stock-Materials | 0.43% | -0.06% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.42% | +0.01% | — | |
| 46 | DIAL | Columbia Divers Fix Inc ETF | ETF-Other | 0.41% | — | — | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.40% | — | — | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.38% | -0.22% | EXIT | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | -0.01% | — | |
| 50 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.34% | -0.03% | — |
According to official SEC Form 13F filings, Accelerate Investment Advisors LLC reported a total U.S. public equity portfolio value of $174.1M across 84 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AGG, IDEV) accounted for 26.8% of total reported equity market value during Q3 2024.
During Q3 2024, Accelerate Investment Advisors LLC's top holdings by market value included SPYM (15.8%)、AGG (10.4%)、IDEV (9.4%). The largest single position, SPYM, represented 15.8% of total portfolio value.
In Q3 2024, Accelerate Investment Advisors LLC 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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