Accelerate-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "GOOGL",
  "BLK",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "PTY",
  null,
  null,
  "MCD",
  "INTU",
  null,
  "EMXC",
  "META",
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "IWS",
  "LIN",
  null,
  "ONFO",
  "MA",
  "MSFT",
  "ORLY",
  "EFG",
  "PAYX",
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PG",
  null,
  "AMGN",
  "SPGI",
  null,
  "GLD",
  "AMT",
  "SPLG",
  "VO",
  "VWO",
  null,
  "AFL",
  null,
  "KBDC",
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  "TPL",
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "SCHG",
  "SCHF",
  "SCHA",
  "PSX",
  "DIA",
  "MTUM",
  null,
  "MCK",
  "ADP",
  "BAC",
  "BRK-B",
  null,
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "COST",
  "DHR",
  "IJJ",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 115
Total Value: 119438120
Accession Number: 0001213900-25-033475
Form Type: 13F-HR
CIK: accelerate-investment-advisors
Manager Name: Accelerate-Investment-Advisors

Data Enrichment

78% identified

90 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $119.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A854

SPLG|78464A854

Shares:246.8K

Value:$16.2M

% of Portfolio:13.6% ($16.2M/$119.4M)

464287226

Shares:108.4K

Value:$10.7M

% of Portfolio:9.0% ($10.7M/$119.4M)

46435G326

Shares:146.0K

Value:$10.1M

% of Portfolio:8.4% ($10.1M/$119.4M)

316188309

Shares:133.5K

Value:$6.1M

% of Portfolio:5.1% ($6.1M/$119.4M)

922908629

VO|922908629

Shares:18.3K

Value:$4.7M

% of Portfolio:4.0% ($4.7M/$119.4M)

464287200

IVV|464287200

Shares:8.4K

Value:$4.7M

% of Portfolio:4.0% ($4.7M/$119.4M)

Apple Inc.

AAPL|037833100

Shares:15.4K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$119.4M)

922042858

VWO|922042858

Shares:72.9K

Value:$3.3M

% of Portfolio:2.8% ($3.3M/$119.4M)

AMAZON COM INC

AMZN|023135106

Shares:13.1K

Value:$2.5M

% of Portfolio:2.1% ($2.5M/$119.4M)

Texas Pacific Land Corp

TPL|88262P102

Shares:1.8K

Value:$2.4M

% of Portfolio:2.0% ($2.4M/$119.4M)

MICROSOFT CORP

MSFT|594918104

Shares:5.4K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$119.4M)

808524607

SCHA|808524607

Shares:86.2K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$119.4M)

922908363

VOO|922908363

Shares:3.9K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$119.4M)

NVIDIA CORP

NVDA|67066G104

Shares:16.8K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$119.4M)

808524870

Shares:65.6K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$119.4M)

921937835

BND|921937835

Shares:23.5K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$119.4M)

46432F339

QUAL|46432F339

Shares:9.6K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$119.4M)

464287309

IVW|464287309

Shares:17.1K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$119.4M)

464287408

IVE|464287408

Shares:8.3K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$119.4M)

09290C103

Shares:26.6K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	246.8K	QoQ +0.41% (-1.0K) YoY-	All Managers (Combined)	$16.2M	13.6% ($16.2M/$119.4M)	QoQ -4.21% (-$713.7K) YoY-
(cusip464287226)✕	108.4K	QoQ -4.65% (-5.3K) YoY-	All Managers (Combined)	$10.7M	9.0% ($10.7M/$119.4M)	QoQ -2.66% (-$293.9K) YoY-
(cusip46435G326)✕	146.0K	QoQ +1.65% (+2.4K) YoY-	All Managers (Combined)	$10.1M	8.4% ($10.1M/$119.4M)	QoQ +8.62% (+$798.3K) YoY-
(cusip316188309)✕	133.5K	QoQ +3.18% (+4.1K) YoY-	All Managers (Combined)	$6.1M	5.1% ($6.1M/$119.4M)	QoQ +4.98% (+$289.1K) YoY-
(VOcusip922908629)	18.3K	QoQ +1.45% (-262) YoY-	All Managers (Combined)	$4.7M	4.0% ($4.7M/$119.4M)	QoQ -0.66% (-$31.7K) YoY-
(IVVcusip464287200)	8.4K	QoQ +3.65% (-297) YoY-	All Managers (Combined)	$4.7M	4.0% ($4.7M/$119.4M)	QoQ -1.05% (-$50.6K) YoY-
Apple Inc.(AAPLcusip037833100)	15.4K	QoQ +6.62% (-954) YoY-	All Managers (Combined)	$3.4M	2.9% ($3.4M/$119.4M)	QoQ -5.42% (-$195.5K) YoY-
(VWOcusip922042858)	72.9K	QoQ +1.41% (+1.0K) YoY-	All Managers (Combined)	$3.3M	2.8% ($3.3M/$119.4M)	QoQ +4.22% (+$133.9K) YoY-
AMAZON COM INC(AMZNcusip023135106)	13.1K	QoQ -2.03% (-272) YoY-	All Managers (Combined)	$2.5M	2.1% ($2.5M/$119.4M)	QoQ -15.04% (-$441.7K) YoY-
Texas Pacific Land Corp(TPLcusip88262P102)	1.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	2.0% ($2.4M/$119.4M)	QoQ +19.80% (+$400.3K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	5.4K	QoQ +13.58% (+647) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$119.4M)	QoQ +1.16% (+$23.3K) YoY-
(SCHAcusip808524607)	86.2K	QoQ +1.58% (-1.3K) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$119.4M)	QoQ -7.95% (-$174.6K) YoY-
(VOOcusip922908363)	3.9K	QoQ +3.34% (-126) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$119.4M)	QoQ -1.42% (-$28.9K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	16.8K	QoQ +7.94% (-1.2K) YoY-	All Managers (Combined)	$1.8M	1.5% ($1.8M/$119.4M)	QoQ -12.88% (-$268.6K) YoY-
(cusip808524870)✕	65.6K	QoQ +6.33% (+3.9K) YoY-	All Managers (Combined)	$1.8M	1.5% ($1.8M/$119.4M)	QoQ +10.70% (+$170.4K) YoY-
(BNDcusip921937835)	23.5K	QoQ -1.11% (-264) YoY-	All Managers (Combined)	$1.7M	1.4% ($1.7M/$119.4M)	QoQ +1.00% (-$17.1K) YoY-
(QUALcusip46432F339)	9.6K	QoQ +30.67% (+2.3K) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$119.4M)	QoQ +25.40% (+$333.0K) YoY-
(IVWcusip464287309)	17.1K	QoQ +1.62% (-273) YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$119.4M)	QoQ -7.08% (-$120.8K) YoY-
(IVEcusip464287408)	8.3K	QoQ +30.76% (+1.9K) YoY-	All Managers (Combined)	$1.6M	1.3% ($1.6M/$119.4M)	QoQ +30.56% (+$369.0K) YoY-
(cusip09290C103)✕	26.6K	QoQ +19.16% (+4.3K) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$119.4M)	QoQ +13.37% (+$153.3K) YoY-