Accel-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PKST",
  null,
  "TROW",
  "QTWO",
  null,
  null,
  "ARM",
  "MU",
  null,
  "ABT",
  "ABBV",
  "RVT",
  null,
  null,
  "GOOGL",
  "VDE",
  "CET",
  "AXP",
  null,
  "T",
  null,
  "CAT",
  "AVDE",
  "AVGO",
  "MFIC",
  "ARCC",
  null,
  "BSX",
  "UTF",
  "KRP",
  "DUK",
  "PECO",
  "EVT",
  "DEA",
  "PTY",
  null,
  "RXRX",
  "EOG",
  null,
  "STNE",
  null,
  null,
  "GD",
  "HON",
  "BHK",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "UNP",
  null,
  "QCOM",
  "GLPI",
  null,
  null,
  "EMR",
  "KULR",
  "MUB",
  "META",
  "MYO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "ICF",
  "UUUU",
  null,
  "MPC",
  null,
  null,
  "MA",
  null,
  "MSFT",
  "EXC",
  null,
  "GAB",
  null,
  "RHI",
  null,
  "ADM",
  null,
  "BX",
  "AMP",
  "ANET",
  "NOC",
  "OKE",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "PEP",
  null,
  "GSBD",
  "HTGC",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MPW",
  "JPC",
  "KVUE",
  null,
  "SPGI",
  null,
  null,
  null,
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  "BP",
  "IBM",
  "VO",
  "NEM",
  "SOUN",
  "VOE",
  "OGE",
  "TCPC",
  "VWO",
  null,
  null,
  null,
  "VIG",
  null,
  "XLB",
  "TSM",
  null,
  "FSK",
  "VYM",
  "AHR",
  null,
  "GM",
  "STWD",
  "AMD",
  "WCN",
  null,
  "AEP",
  "ILPT",
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  null,
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  "VLO",
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  null,
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  null,
  null,
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  "VOO",
  null,
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  "V",
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "BAC",
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  "CVX",
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  "NET",
  "C",
  "COKE",
  "KO",
  "CHCT",
  "COP",
  "CEG",
  "COST",
  "DE",
  "DVN",
  "DFAC",
  "RSP",
  null,
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  "NEE",
  "QQQ",
  "IWM",
  "DIS",
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  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 256
Total Value: 276647635
Accession Number: 0001838226-25-000002
Form Type: 13F-HR
CIK: accel-wealth-management
Manager Name: Accel-Wealth-Management

Data Enrichment

66% identified

170 identified86 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

256 positions • $276.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 13

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Marathon Petroleum Corp

MPC|56585A102

Shares:1.4K

Value:$201.7K

% of Portfolio:0.1% ($201.7K/$276.6M)

81369Y100

XLB|81369Y100

Shares:2.3K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$276.6M)

921937827

BSV|921937827

Shares:2.6K

Value:$200.2K

% of Portfolio:0.1% ($200.2K/$276.6M)

MYOMO, INC.

MYO|62857J201

Shares:41.1K

Value:$197.6K

% of Portfolio:0.1% ($197.6K/$276.6M)

Community Healthcare Trust Inc

CHCT|20369C106

Shares:10.0K

Value:$181.6K

% of Portfolio:0.1% ($181.6K/$276.6M)

MidCap Financial Investment Corp

MFIC|03761U502

Shares:13.7K

Value:$175.6K

% of Portfolio:0.1% ($175.6K/$276.6M)

Kimbell Royalty Partners, LP

KRP|49435R102

Shares:12.0K

Value:$168.0K

% of Portfolio:0.1% ($168.0K/$276.6M)

Peakstone Realty Trust

PKST|39818P799

Shares:12.0K

Value:$151.2K

% of Portfolio:0.1% ($151.2K/$276.6M)

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:12.0K

Value:$139.6K

% of Portfolio:0.1% ($139.6K/$276.6M)

Easterly Government Properties, Inc.

DEA|27616P103

Shares:12.0K

Value:$127.2K

% of Portfolio:0.0% ($127.2K/$276.6M)

92189H821

Shares:12.4K

Value:$112.1K

% of Portfolio:0.0% ($112.1K/$276.6M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:16.8K

Value:$101.1K

% of Portfolio:0.0% ($101.1K/$276.6M)

BlackRock TCP Capital Corp.

TCPC|09259E108

Shares:12.0K

Value:$96.1K

% of Portfolio:0.0% ($96.1K/$276.6M)

ENERGY FUELS INC

UUUU|292671708

Shares:11.5K

Value:$42.7K

% of Portfolio:0.0% ($42.7K/$276.6M)

Industrial Logistics Properties Trust

ILPT|456237106

Shares:11.7K

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$276.6M)

KULR Technology Group, Inc.

KULR|50125G109

Shares:19.6K

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$276.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Marathon Petroleum Corp(MPCcusip56585A102)	1.4K	QoQ NEW(+1.4K) YoY +6.29% (-82)	All Managers (Combined)	$201.7K	0.1% ($201.7K/$276.6M)	QoQ NEW(+$201.7K) YoY -23.13% (-$60.7K)
(XLBcusip81369Y100)	2.3K	QoQ -2.61% (-63) YoY -9.74% (-253)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$276.6M)	QoQ -0.52% (-$1.1K) YoY -16.47% (-$39.7K)
(BSVcusip921937827)	2.6K	QoQ -11.27% (-325) YoY -15.77% (-479)	All Managers (Combined)	$200.2K	0.1% ($200.2K/$276.6M)	QoQ -10.11% (-$22.5K) YoY -14.01% (-$32.6K)
MYOMO, INC.(MYOcusip62857J201)	41.1K	QoQ -1.91% (-800) YoY -0.72% (-300)	All Managers (Combined)	$197.6K	0.1% ($197.6K/$276.6M)	QoQ -26.73% (-$72.1K) YoY +46.02% (-$62.3K)
Community Healthcare Trust Inc(CHCTcusip20369C106)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$181.6K	0.1% ($181.6K/$276.6M)	QoQ -5.46% (-$10.5K) YoY NEW(+$181.6K)
MidCap Financial Investment Corp(MFICcusip03761U502)	13.7K	QoQ +8.53% (+1.1K) YoY NEW(+13.7K)	All Managers (Combined)	$175.6K	0.1% ($175.6K/$276.6M)	QoQ +3.47% (+$5.9K) YoY NEW(+$175.6K)
Kimbell Royalty Partners, LP(KRPcusip49435R102)	12.0K	QoQ 0.00% (-0) YoY NEW(+12.0K)	All Managers (Combined)	$168.0K	0.1% ($168.0K/$276.6M)	QoQ -13.73% (-$26.8K) YoY NEW(+$168.0K)
Peakstone Realty Trust(PKSTcusip39818P799)	12.0K	QoQ +4.63% (+531) YoY +13.80% (-1.5K)	All Managers (Combined)	$151.2K	0.1% ($151.2K/$276.6M)	QoQ +19.09% (+$24.2K) YoY -11.10% (-$18.9K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	12.0K	QoQ 0.00% (-0) YoY NEW(+12.0K)	All Managers (Combined)	$139.6K	0.1% ($139.6K/$276.6M)	QoQ -3.88% (-$5.6K) YoY NEW(+$139.6K)
Easterly Government Properties, Inc.(DEAcusip27616P103)	12.0K	QoQ +20.00% (+2.0K) YoY NEW(+12.0K)	All Managers (Combined)	$127.2K	0.0% ($127.2K/$276.6M)	QoQ +11.97% (+$13.6K) YoY NEW(+$127.2K)
(cusip92189H821)✕	12.4K	QoQ 0.00% (-0) YoY NEW(+12.4K)	All Managers (Combined)	$112.1K	0.0% ($112.1K/$276.6M)	QoQ -37.16% (-$66.3K) YoY NEW(+$112.1K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	16.8K	QoQ -1.95% (-334) YoY -55.56% (-21.0K)	All Managers (Combined)	$101.1K	0.0% ($101.1K/$276.6M)	QoQ +49.67% (-$33.6K) YoY -42.98% (-$76.3K)
BlackRock TCP Capital Corp.(TCPCcusip09259E108)	12.0K	QoQ 0.00% (-0) YoY NEW(+12.0K)	All Managers (Combined)	$96.1K	0.0% ($96.1K/$276.6M)	QoQ -8.03% (-$8.4K) YoY NEW(+$96.1K)
ENERGY FUELS INC(UUUUcusip292671708)	11.5K	QoQ +13.95% (-1.4K) YoY NEW(+11.5K)	All Managers (Combined)	$42.7K	0.0% ($42.7K/$276.6M)	QoQ -17.14% (-$8.8K) YoY NEW(+$42.7K)
Industrial Logistics Properties Trust(ILPTcusip456237106)	11.7K	QoQ 0.00% (-0) YoY -7.36% (-928)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$276.6M)	QoQ -5.75% (-$2.5K) YoY -25.71% (-$13.9K)
KULR Technology Group, Inc.(KULRcusip50125G109)	19.6K	QoQ +11.36% (-2.0K) YoY NEW(+19.6K)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$276.6M)	QoQ -58.59% (-$36.6K) YoY NEW(+$25.9K)