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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464287150

ITOT|464287150

Shares:9.2K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$119.4M)

464288877

Shares:18.1K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$119.4M)

922908769

VTI|922908769

Shares:3.7K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$119.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.3K

Value:$990.7K

% of Portfolio:0.8% ($990.7K/$119.4M)

464287101

Shares:3.6K

Value:$975.0K

% of Portfolio:0.8% ($975.0K/$119.4M)

46434V647

Shares:38.7K

Value:$939.1K

% of Portfolio:0.8% ($939.1K/$119.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$933.6K

% of Portfolio:0.8% ($933.6K/$119.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.6K

Value:$834.9K

% of Portfolio:0.7% ($834.9K/$119.4M)

922908744

VTV|922908744

Shares:4.7K

Value:$813.8K

% of Portfolio:0.7% ($813.8K/$119.4M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.6K

Value:$754.9K

% of Portfolio:0.6% ($754.9K/$119.4M)

921937827

BSV|921937827

Shares:9.3K

Value:$726.7K

% of Portfolio:0.6% ($726.7K/$119.4M)

Tesla, Inc.

TSLA|88160R101

Shares:2.7K

Value:$706.2K

% of Portfolio:0.6% ($706.2K/$119.4M)

Kayne Anderson BDC, Inc.

KBDC|48662X105

Shares:41.8K

Value:$678.5K

% of Portfolio:0.6% ($678.5K/$119.4M)

LINDE PLC

LIN|G54950103

Shares:1.4K

Value:$645.6K

% of Portfolio:0.5% ($645.6K/$119.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:679

Value:$642.6K

% of Portfolio:0.5% ($642.6K/$119.4M)

464288885

EFG|464288885

Shares:6.3K

Value:$633.5K

% of Portfolio:0.5% ($633.5K/$119.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.6K

Value:$629.6K

% of Portfolio:0.5% ($629.6K/$119.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.1K

Value:$600.8K

% of Portfolio:0.5% ($600.8K/$119.4M)

46434G103

IEMG|46434G103

Shares:11.1K

Value:$599.6K

% of Portfolio:0.5% ($599.6K/$119.4M)

464287721

Shares:3.9K

Value:$552.5K

% of Portfolio:0.5% ($552.5K/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ITOTcusip464287150)	9.2K	QoQ -0.77% (-72) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$119.4M)	QoQ -5.87% (-$70.3K) YoY-
(cusip464288877)✕	18.1K	QoQ +11.18% (+1.8K) YoY-	All Managers (Combined)	$1.1M	0.9% ($1.1M/$119.4M)	QoQ +24.89% (+$212.9K) YoY-
(VTIcusip922908769)	3.7K	QoQ -1.90% (-72) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$119.4M)	QoQ -6.97% (-$76.3K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	8.3K	QoQ +3.47% (+280) YoY-	All Managers (Combined)	$990.7K	0.8% ($990.7K/$119.4M)	QoQ +14.40% (+$124.7K) YoY-
(cusip464287101)✕	3.6K	QoQ +118.57% (+2.0K) YoY-	All Managers (Combined)	$975.0K	0.8% ($975.0K/$119.4M)	QoQ +104.94% (+$499.3K) YoY-
(cusip46434V647)✕	38.7K	QoQ +8.70% (+3.1K) YoY-	All Managers (Combined)	$939.1K	0.8% ($939.1K/$119.4M)	QoQ +10.02% (+$85.6K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ +8.65% (+129) YoY-	All Managers (Combined)	$933.6K	0.8% ($933.6K/$119.4M)	QoQ +6.91% (+$60.4K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.6K	QoQ +26.75% (+331) YoY-	All Managers (Combined)	$834.9K	0.7% ($834.9K/$119.4M)	QoQ +48.83% (+$273.9K) YoY-
(VTVcusip922908744)	4.7K	QoQ +28.40% (+1.0K) YoY-	All Managers (Combined)	$813.8K	0.7% ($813.8K/$119.4M)	QoQ +30.99% (+$192.6K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	2.6K	QoQ +103.89% (+1.3K) YoY-	All Managers (Combined)	$754.9K	0.6% ($754.9K/$119.4M)	QoQ +142.68% (+$443.8K) YoY-
(BSVcusip921937827)	9.3K	QoQ +12.00% (+995) YoY-	All Managers (Combined)	$726.7K	0.6% ($726.7K/$119.4M)	QoQ +13.46% (+$86.2K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	2.7K	QoQ +28.35% (-602) YoY-	All Managers (Combined)	$706.2K	0.6% ($706.2K/$119.4M)	QoQ -17.62% (-$151.1K) YoY-
Kayne Anderson BDC, Inc.(KBDCcusip48662X105)	41.8K	QoQ NEW(+41.8K) YoY-	All Managers (Combined)	$678.5K	0.6% ($678.5K/$119.4M)	QoQ NEW(+$678.5K) YoY-
LINDE PLC(LINcusipG54950103)	1.4K	QoQ +11.86% (+147) YoY-	All Managers (Combined)	$645.6K	0.5% ($645.6K/$119.4M)	QoQ +24.48% (+$127.0K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	679	QoQ +13.92% (+83) YoY-	All Managers (Combined)	$642.6K	0.5% ($642.6K/$119.4M)	QoQ +17.65% (+$96.4K) YoY-
(EFGcusip464288885)	6.3K	QoQ -34.64% (-3.4K) YoY-	All Managers (Combined)	$633.5K	0.5% ($633.5K/$119.4M)	QoQ -32.50% (-$305.1K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.6K	QoQ +26.20% (+533) YoY-	All Managers (Combined)	$629.6K	0.5% ($629.6K/$119.4M)	QoQ +29.13% (+$142.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.1K	QoQ +9.48% (+93) YoY-	All Managers (Combined)	$600.8K	0.5% ($600.8K/$119.4M)	QoQ +4.53% (+$26.0K) YoY-
(IEMGcusip46434G103)	11.1K	QoQ +47.81% (+3.6K) YoY-	All Managers (Combined)	$599.6K	0.5% ($599.6K/$119.4M)	QoQ +52.77% (+$207.1K) YoY-
(cusip464287721)✕	3.9K	QoQ +7.98% (-291) YoY-	All Managers (Combined)	$552.5K	0.5% ($552.5K/$119.4M)	QoQ -4.92% (-$28.6K) YoY-