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, "VGT", "USB", "VUG", "VLO", "VFH", "VEA", null, "MGK", null, null, "VBK", "VBR", "VOT", "BSV", "VB", "VOO", null, "VTV", "V", null, "WMT", "WMB", "WPC", "XEL", "LNT", "SCHD", "SCHG", "SCHF", null, null, "SO", null, "CRM", "DIA", null, "IUSV", null, "DGRO", "SPYV", null, "NRG", null, "BAC", "BRK-B", "BA", "BMY", "CASY", "CVX", "CSCO", "NET", "C", "COKE", "KO", "CHCT", "COP", "CEG", "COST", "DE", "DVN", "DFAC", "RSP", null, "EFA", "VOD", "NEE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MLM", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Accel-Wealth-Management
Data Enrichment
66% identified170 identified86 unidentified
Holdings
256 positions • $276.6M total value
Manager:
Search and click to pin securities to the top
Page 4 of 13
33740F326
Shares:43.3K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$276.6M)
33740F748
Shares:27.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$276.6M)
Shares:33.9K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$276.6M)
37954Y657
Shares:60.8K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$276.6M)
33738R308
Shares:51.2K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$276.6M)
Shares:4.4K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$276.6M)
921910709
Shares:15.2K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$276.6M)
33740F763
Shares:21.6K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$276.6M)
92206C771
Shares:21.5K
Value:$996.2K
% of Portfolio:0.4% ($996.2K/$276.6M)
Shares:11.6K
Value:$974.8K
% of Portfolio:0.4% ($974.8K/$276.6M)
33740U208
Shares:19.3K
Value:$921.3K
% of Portfolio:0.3% ($921.3K/$276.6M)
33740F375
Shares:30.1K
Value:$903.3K
% of Portfolio:0.3% ($903.3K/$276.6M)
33739E108
Shares:49.6K
Value:$872.8K
% of Portfolio:0.3% ($872.8K/$276.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33740F326)✕ | 43.3K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$276.6M) | ||
(cusip33740F748)✕ | 27.1K | QoQ -2.25% (-625)YoY NEW(+27.1K) | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$276.6M) | YoY NEW(+$1.2M) |
| 33.9K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$276.6M) | |||
(cusip37954Y657)✕ | 60.8K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$276.6M) | ||
INTEL CORP(INTCcusip458140100) | 50.6K | QoQ +0.35% (+179)YoY NEW(+50.6K) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | YoY NEW(+$1.1M) |
| 10.2K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | |||
(cusip33738R308)✕ | 51.2K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | ||
| 50.3K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | |||
| 4.4K | QoQ +0.25% (+11)YoY NEW(+4.4K) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | YoY NEW(+$1.1M) | |
| 6.6K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | |||
CHEVRON CORP(CVXcusip166764100) | 6.5K | QoQ +1.78% (+114)YoY -3.51% (-237) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | |
AbbVie Inc.(ABBVcusip00287Y109) | 5.2K | QoQ -0.78% (-41)YoY +5.46% (+268) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | |
(cusip921910709)✕ | 15.2K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | ||
(cusip33740F763)✕ | 21.6K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$276.6M) | ||
(cusip92206C771)✕ | 21.5K | YoY NEW(+21.5K) | All Managers (Combined) | $996.2K | 0.4% ($996.2K/$276.6M) | YoY NEW(+$996.2K) |
| 11.6K | All Managers (Combined) | $974.8K | 0.4% ($974.8K/$276.6M) | |||
(cusip33740U208)✕ | 19.3K | YoY NEW(+19.3K) | All Managers (Combined) | $921.3K | 0.3% ($921.3K/$276.6M) | YoY NEW(+$921.3K) |
(cusip33740F375)✕ | 30.1K | All Managers (Combined) | $903.3K | 0.3% ($903.3K/$276.6M) | ||
(cusip33739E108)✕ | 49.6K | All Managers (Combined) | $872.8K | 0.3% ($872.8K/$276.6M) | ||
| 1.6K | QoQ +1.69% (+27)YoY +6.93% (+105) | All Managers (Combined) | $862.8K | 0.3% ($862.8K/$276.6M) |