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CIK: 0002035216
Total reported value
$174.1M
$174.1M
100 檔
27.5%
During the Q4 2024 filing period, Accelerate Investment Advisors LLC (CIK: 0002035216) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $174.1M across 100 reported positions.
During Q4 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 | 14.94% | -0.60% | +2.59% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.72% | -0.99% | +7.62% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.16% | -0.91% | +5.91% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.12% | -0.52% | +7.24% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.21% | +1.57% | +11.44% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.20% | -0.30% | +5.09% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.18% | +0.13% | +19.46% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.79% | -0.19% | +6.48% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.59% | -0.02% | +2.91% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.94% | +0.03% | +109.03% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.22% | +6.80% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.02% | +7.66% | |
| 13 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.78% | -0.36% | +0.16% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.16% | +1.38% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | -0.10% | -0.93% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.50% | +0.25% | +32.48% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.40% | -0.12% | +112.39% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.16% | -0.47% | +20.42% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.06% | -0.16% | +31.90% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.06% | +0.04% | -0.33% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.01% | +0.16% | +19.26% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | — | +5.92% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.83% | +0.11% | +35.95% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.02% | +6.88% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.19% | +4.15% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | +0.02% | +0.81% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.75% | -0.49% | +22.89% | |
| 28 | REET | Ishares Global Reit ETF | ETF-Other | 0.75% | -0.02% | +3.72% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.56% | -0.04% | +8.64% | |
| 30 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.56% | -0.07% | +23.86% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.55% | +0.01% | +300.25% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.04% | +0.77% | |
| 33 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.52% | -0.01% | +175.19% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.52% | — | +5.67% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.51% | +0.05% | +18.55% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.05% | +23.86% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.12% | +8.23% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | +0.04% | +5.01% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.06% | +143.27% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.46% | -0.06% | +34.38% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.05% | +3.28% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.45% | -0.02% | +0.28% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | -0.03% | +87.29% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | -0.01% | +58.74% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.42% | -0.02% | -0.54% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | +0.01% | — | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.40% | — | +22.15% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.13% | NEW | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.36% | -0.22% | EXIT | |
| 50 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.36% | — | +16.85% |
According to official SEC Form 13F filings, Accelerate Investment Advisors LLC reported a total U.S. public equity portfolio value of $174.1M across 100 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AGG, IDEV) accounted for 27.5% of total reported equity market value during Q4 2024.
During Q4 2024, Accelerate Investment Advisors LLC's top holdings by market value included SPYM (14.9%)、AGG (9.7%)、IDEV (8.2%). The largest single position, SPYM, represented 14.9% of total portfolio value.
In Q4 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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