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

Page 3 of 6

Sort by:

464287622

IWB|464287622

Shares:1.8K

Value:$544.2K

% of Portfolio:0.5% ($544.2K/$119.4M)

464287879

Shares:5.4K

Value:$526.5K

% of Portfolio:0.4% ($526.5K/$119.4M)

Broadcom Inc.

AVGO|11135F101

Shares:3.1K

Value:$511.1K

% of Portfolio:0.4% ($511.1K/$119.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.1K

Value:$485.7K

% of Portfolio:0.4% ($485.7K/$119.4M)

CHEVRON CORP

CVX|166764100

Shares:2.8K

Value:$474.0K

% of Portfolio:0.4% ($474.0K/$119.4M)

Alphabet Inc.

GOOG|02079K107

Shares:3.0K

Value:$470.5K

% of Portfolio:0.4% ($470.5K/$119.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:892

Value:$466.9K

% of Portfolio:0.4% ($466.9K/$119.4M)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$466.2K

% of Portfolio:0.4% ($466.2K/$119.4M)

S&P Global Inc.

SPGI|78409V104

Shares:878

Value:$446.0K

% of Portfolio:0.4% ($446.0K/$119.4M)

MCKESSON CORP

MCK|58155Q103

Shares:653

Value:$439.3K

% of Portfolio:0.4% ($439.3K/$119.4M)

46434G764

EMXC|46434G764

Shares:7.7K

Value:$421.7K

% of Portfolio:0.4% ($421.7K/$119.4M)

46434V860

Shares:8.2K

Value:$416.6K

% of Portfolio:0.3% ($416.6K/$119.4M)

025072703

AVDE|025072703

Shares:6.2K

Value:$410.7K

% of Portfolio:0.3% ($410.7K/$119.4M)

INTUIT INC.

INTU|461202103

Shares:641

Value:$393.6K

% of Portfolio:0.3% ($393.6K/$119.4M)

92189F643

Shares:4.3K

Value:$376.1K

% of Portfolio:0.3% ($376.1K/$119.4M)

PIMCO CORPORATE & INCOME OPPORTUNITY FUND

PTY|72201B101

Shares:25.9K

Value:$375.0K

% of Portfolio:0.3% ($375.0K/$119.4M)

46432F396

MTUM|46432F396

Shares:1.7K

Value:$350.7K

% of Portfolio:0.3% ($350.7K/$119.4M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:4.8K

Value:$348.1K

% of Portfolio:0.3% ($348.1K/$119.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:732

Value:$343.2K

% of Portfolio:0.3% ($343.2K/$119.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.0K

Value:$332.9K

% of Portfolio:0.3% ($332.9K/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWBcusip464287622)	1.8K	QoQ +93.03% (+855) YoY-	All Managers (Combined)	$544.2K	0.5% ($544.2K/$119.4M)	QoQ +83.88% (+$248.3K) YoY-
(cusip464287879)✕	5.4K	QoQ +0.33% (-18) YoY-	All Managers (Combined)	$526.5K	0.4% ($526.5K/$119.4M)	QoQ -9.94% (-$58.1K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	3.1K	QoQ +47.48% (+983) YoY-	All Managers (Combined)	$511.1K	0.4% ($511.1K/$119.4M)	QoQ +6.50% (+$31.2K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	3.1K	QoQ +14.80% (-405) YoY-	All Managers (Combined)	$485.7K	0.4% ($485.7K/$119.4M)	QoQ -6.23% (-$32.3K) YoY-
CHEVRON CORP(CVXcusip166764100)	2.8K	QoQ +12.15% (+307) YoY-	All Managers (Combined)	$474.0K	0.4% ($474.0K/$119.4M)	QoQ +29.52% (+$108.1K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$470.5K	0.4% ($470.5K/$119.4M)	QoQ -17.95% (-$103.0K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	892	QoQ +10.25% (+83) YoY-	All Managers (Combined)	$466.9K	0.4% ($466.9K/$119.4M)	QoQ +14.15% (+$57.9K) YoY-
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ +23.33% (+283) YoY-	All Managers (Combined)	$466.2K	0.4% ($466.2K/$119.4M)	QoQ +47.47% (+$150.1K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	878	QoQ +13.58% (+105) YoY-	All Managers (Combined)	$446.0K	0.4% ($446.0K/$119.4M)	QoQ +15.86% (+$61.1K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	653	QoQ +0.30% (+2) YoY-	All Managers (Combined)	$439.3K	0.4% ($439.3K/$119.4M)	QoQ +18.40% (+$68.3K) YoY-
(EMXCcusip46434G764)	7.7K	QoQ -6.03% (-492) YoY-	All Managers (Combined)	$421.7K	0.4% ($421.7K/$119.4M)	QoQ -6.64% (-$30.0K) YoY-
(cusip46434V860)✕	8.2K	QoQ -35.04% (-4.4K) YoY-	All Managers (Combined)	$416.6K	0.3% ($416.6K/$119.4M)	QoQ -34.80% (-$222.5K) YoY-
(AVDEcusip025072703)	6.2K	QoQ +20.46% (+1.1K) YoY-	All Managers (Combined)	$410.7K	0.3% ($410.7K/$119.4M)	QoQ +30.07% (+$95.0K) YoY-
INTUIT INC.(INTUcusip461202103)	641	QoQ -0.62% (-4) YoY-	All Managers (Combined)	$393.6K	0.3% ($393.6K/$119.4M)	QoQ -2.92% (-$11.9K) YoY-
(cusip92189F643)✕	4.3K	QoQ -21.50% (-1.2K) YoY-	All Managers (Combined)	$376.1K	0.3% ($376.1K/$119.4M)	QoQ -25.50% (-$128.7K) YoY-
PIMCO CORPORATE & INCOME OPPORTUNITY FUND(PTYcusip72201B101)	25.9K	QoQ +78.67% (+11.4K) YoY-	All Managers (Combined)	$375.0K	0.3% ($375.0K/$119.4M)	QoQ +79.79% (+$166.4K) YoY-
(MTUMcusip46432F396)	1.7K	QoQ +59.76% (+649) YoY-	All Managers (Combined)	$350.7K	0.3% ($350.7K/$119.4M)	QoQ +56.06% (+$126.0K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	4.8K	QoQ +0.04% (+2) YoY-	All Managers (Combined)	$348.1K	0.3% ($348.1K/$119.4M)	QoQ +2.24% (+$7.7K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	732	QoQ +52.18% (+251) YoY-	All Managers (Combined)	$343.2K	0.3% ($343.2K/$119.4M)	QoQ +39.51% (+$97.2K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	2.0K	QoQ +12.56% (+224) YoY-	All Managers (Combined)	$332.9K	0.3% ($332.9K/$119.4M)	QoQ +29.10% (+$75.0K) YoY-