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CIK: 0002035216
Total reported value
$174.1M
$174.1M
115 檔
27.5%
At the close of Q1 2025, Accelerate Investment Advisors LLC disclosed equity holdings valued at approximately $174.1M, spread across 115 reported holdings.
During Q1 2025, 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 | 13.59% | -0.60% | +0.42% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.98% | -0.99% | -4.66% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 8.42% | -0.91% | +1.65% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.10% | -0.52% | +3.19% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.96% | -0.30% | +1.45% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.96% | +1.57% | +3.66% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.86% | +0.13% | +6.63% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.76% | -0.19% | +1.42% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.02% | -2.03% | |
| 10 | TPL | Texas Pacific Land CORP | Stock-Energy | 2.03% | -0.36% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.16% | +13.59% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.69% | +0.03% | +1.59% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.02% | +3.34% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | +0.22% | +7.95% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.48% | -0.12% | +6.34% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.44% | -0.10% | -1.11% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.38% | -0.47% | +30.68% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.25% | +1.63% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.32% | -0.16% | +30.76% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.09% | +0.16% | +19.17% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.94% | +0.04% | -0.77% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.89% | -0.49% | +11.19% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | — | -1.91% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.83% | -0.19% | +3.48% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.82% | -0.02% | +118.58% | |
| 26 | REET | Ishares Global Reit ETF | ETF-Other | 0.79% | -0.02% | +8.71% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.02% | +8.65% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | +0.04% | +26.76% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.04% | +28.40% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.23% | +103.89% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.61% | -0.04% | +12.01% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.02% | +28.36% | |
| 33 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.57% | — | — | |
| 34 | LIN | Linde plc | Stock-Materials | 0.54% | -0.06% | +11.86% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | -0.06% | +13.93% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.53% | +0.11% | -34.64% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | +26.20% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.05% | +9.48% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | -0.15% | +47.82% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.46% | +0.05% | +7.99% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.46% | +0.04% | +93.04% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.44% | — | +0.33% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.01% | +47.49% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.05% | +14.80% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.12% | +12.15% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.12% | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.13% | NEW | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | -0.03% | +23.33% | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.37% | -0.09% | +13.58% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.37% | -0.08% | +0.31% |
According to official SEC Form 13F filings, Accelerate Investment Advisors LLC reported a total U.S. public equity portfolio value of $174.1M across 115 disclosed positions in Q1 2025.
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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 Q1 2025.
During Q1 2025, Accelerate Investment Advisors LLC's top holdings by market value included SPYM (13.6%)、AGG (9.0%)、IDEV (8.4%). The largest single position, SPYM, represented 13.6% of total portfolio value.
In Q1 2025, 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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