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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VISA INC.

V|92826C839

Shares:941

Value:$329.7K

% of Portfolio:0.3% ($329.7K/$119.4M)

808524409

Shares:12.2K

Value:$324.3K

% of Portfolio:0.3% ($324.3K/$119.4M)

808524300

SCHG|808524300

Shares:12.9K

Value:$323.8K

% of Portfolio:0.3% ($323.8K/$119.4M)

922908751

VB|922908751

Shares:1.4K

Value:$317.1K

% of Portfolio:0.3% ($317.1K/$119.4M)

Walmart Inc.

WMT|931142103

Shares:3.5K

Value:$311.6K

% of Portfolio:0.3% ($311.6K/$119.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.4K

Value:$311.1K

% of Portfolio:0.3% ($311.1K/$119.4M)

808524839

Shares:13.3K

Value:$308.7K

% of Portfolio:0.3% ($308.7K/$119.4M)

808524854

Shares:12.3K

Value:$306.7K

% of Portfolio:0.3% ($306.7K/$119.4M)

92204A702

VGT|92204A702

Shares:545

Value:$295.6K

% of Portfolio:0.2% ($295.6K/$119.4M)

33734H106

Shares:6.5K

Value:$290.6K

% of Portfolio:0.2% ($290.6K/$119.4M)

72201R833

Shares:2.8K

Value:$284.9K

% of Portfolio:0.2% ($284.9K/$119.4M)

464287861

Shares:4.9K

Value:$284.4K

% of Portfolio:0.2% ($284.4K/$119.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.2K

Value:$281.9K

% of Portfolio:0.2% ($281.9K/$119.4M)

922908538

VOT|922908538

Shares:1.1K

Value:$271.8K

% of Portfolio:0.2% ($271.8K/$119.4M)

46434V803

HEFA|46434V803

Shares:7.4K

Value:$269.2K

% of Portfolio:0.2% ($269.2K/$119.4M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:626

Value:$262.8K

% of Portfolio:0.2% ($262.8K/$119.4M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:182

Value:$260.7K

% of Portfolio:0.2% ($260.7K/$119.4M)

Mastercard Inc

MA|57636Q104

Shares:474

Value:$259.9K

% of Portfolio:0.2% ($259.9K/$119.4M)

381430438

Shares:3.4K

Value:$257.0K

% of Portfolio:0.2% ($257.0K/$119.4M)

00039J103

Shares:5.0K

Value:$254.3K

% of Portfolio:0.2% ($254.3K/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VISA INC.(Vcusip92826C839)	941	QoQ +12.29% (+103) YoY-	All Managers (Combined)	$329.7K	0.3% ($329.7K/$119.4M)	QoQ +24.46% (+$64.8K) YoY-
(cusip808524409)✕	12.2K	QoQ -45.88% (-10.3K) YoY-	All Managers (Combined)	$324.3K	0.3% ($324.3K/$119.4M)	QoQ -44.83% (-$263.5K) YoY-
(SCHGcusip808524300)	12.9K	QoQ -42.38% (-9.5K) YoY-	All Managers (Combined)	$323.8K	0.3% ($323.8K/$119.4M)	QoQ -48.23% (-$301.7K) YoY-
(VBcusip922908751)	1.4K	QoQ +41.02% (+416) YoY-	All Managers (Combined)	$317.1K	0.3% ($317.1K/$119.4M)	QoQ +30.15% (+$73.5K) YoY-
Walmart Inc.(WMTcusip931142103)	3.5K	QoQ +17.58% (+531) YoY-	All Managers (Combined)	$311.6K	0.3% ($311.6K/$119.4M)	QoQ +14.25% (+$38.9K) YoY-
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.4K	QoQ +20.37% (+242) YoY-	All Managers (Combined)	$311.1K	0.3% ($311.1K/$119.4M)	QoQ +42.72% (+$93.1K) YoY-
(cusip808524839)✕	13.3K	QoQ NEW(+13.3K) YoY-	All Managers (Combined)	$308.7K	0.3% ($308.7K/$119.4M)	QoQ NEW(+$308.7K) YoY-
(cusip808524854)✕	12.3K	QoQ NEW(+12.3K) YoY-	All Managers (Combined)	$306.7K	0.3% ($306.7K/$119.4M)	QoQ NEW(+$306.7K) YoY-
(VGTcusip92204A702)	545	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$295.6K	0.2% ($295.6K/$119.4M)	QoQ -12.77% (-$43.3K) YoY-
(cusip33734H106)✕	6.5K	QoQ +20.26% (+1.1K) YoY-	All Managers (Combined)	$290.6K	0.2% ($290.6K/$119.4M)	QoQ +22.89% (+$54.1K) YoY-
(cusip72201R833)✕	2.8K	QoQ +1.21% (+34) YoY-	All Managers (Combined)	$284.9K	0.2% ($284.9K/$119.4M)	QoQ +1.50% (+$4.2K) YoY-
(cusip464287861)✕	4.9K	QoQ NEW(+4.9K) YoY-	All Managers (Combined)	$284.4K	0.2% ($284.4K/$119.4M)	QoQ NEW(+$284.4K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	1.2K	QoQ +32.56% (+297) YoY-	All Managers (Combined)	$281.9K	0.2% ($281.9K/$119.4M)	QoQ +25.27% (+$56.9K) YoY-
(VOTcusip922908538)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$271.8K	0.2% ($271.8K/$119.4M)	QoQ NEW(+$271.8K) YoY-
(HEFAcusip46434V803)	7.4K	QoQ NEW(+7.4K) YoY-	All Managers (Combined)	$269.2K	0.2% ($269.2K/$119.4M)	QoQ NEW(+$269.2K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	626	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$262.8K	0.2% ($262.8K/$119.4M)	QoQ -1.32% (-$3.5K) YoY-
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	182	QoQ -0.54% (-1) YoY-	All Managers (Combined)	$260.7K	0.2% ($260.7K/$119.4M)	QoQ +20.15% (-$43.7K) YoY-
Mastercard Inc(MAcusip57636Q104)	474	QoQ +0.85% (+4) YoY-	All Managers (Combined)	$259.9K	0.2% ($259.9K/$119.4M)	QoQ +4.99% (+$12.4K) YoY-
(cusip381430438)✕	3.4K	QoQ +29.05% (+761) YoY-	All Managers (Combined)	$257.0K	0.2% ($257.0K/$119.4M)	QoQ +27.07% (+$54.7K) YoY-
(cusip00039J103)✕	5.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$254.3K	0.2% ($254.3K/$119.4M)	QoQ +0.51% (+$1.3K) YoY-