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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78468R861

Shares:13.2K

Value:$253.1K

% of Portfolio:0.2% ($253.1K/$119.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.5K

Value:$252.4K

% of Portfolio:0.2% ($252.4K/$119.4M)

BlackRock, Inc.

BLK|09290D101

Shares:258

Value:$244.0K

% of Portfolio:0.2% ($244.0K/$119.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.2K

Value:$241.8K

% of Portfolio:0.2% ($241.8K/$119.4M)

MCDONALDS CORP

MCD|580135101

Shares:758

Value:$236.8K

% of Portfolio:0.2% ($236.8K/$119.4M)

33740U406

Shares:6.0K

Value:$236.7K

% of Portfolio:0.2% ($236.7K/$119.4M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.7K

Value:$235.8K

% of Portfolio:0.2% ($235.8K/$119.4M)

464287473

IWS|464287473

Shares:1.9K

Value:$234.4K

% of Portfolio:0.2% ($234.4K/$119.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.8K

Value:$234.0K

% of Portfolio:0.2% ($234.0K/$119.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:1.2K

Value:$233.0K

% of Portfolio:0.2% ($233.0K/$119.4M)

PEPSICO INC

PEP|713448108

Shares:1.5K

Value:$232.0K

% of Portfolio:0.2% ($232.0K/$119.4M)

Accenture plc

ACN|G1151C101

Shares:727

Value:$226.9K

% of Portfolio:0.2% ($226.9K/$119.4M)

316092808

Shares:1.4K

Value:$226.6K

% of Portfolio:0.2% ($226.6K/$119.4M)

47103U886

Shares:4.6K

Value:$225.4K

% of Portfolio:0.2% ($225.4K/$119.4M)

AFLAC INC

AFL|001055102

Shares:2.0K

Value:$225.1K

% of Portfolio:0.2% ($225.1K/$119.4M)

Philip Morris International Inc.

PM|718172109

Shares:1.4K

Value:$224.1K

% of Portfolio:0.2% ($224.1K/$119.4M)

921943858

VEA|921943858

Shares:4.4K

Value:$224.0K

% of Portfolio:0.2% ($224.0K/$119.4M)

Phillips 66

PSX|718546104

Shares:1.8K

Value:$223.4K

% of Portfolio:0.2% ($223.4K/$119.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.1K

Value:$223.2K

% of Portfolio:0.2% ($223.2K/$119.4M)

464287705

IJJ|464287705

Shares:1.8K

Value:$221.4K

% of Portfolio:0.2% ($221.4K/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R861)✕	13.2K	QoQ -0.29% (-39) YoY-	All Managers (Combined)	$253.1K	0.2% ($253.1K/$119.4M)	QoQ +3.47% (-$8.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.5K	QoQ +16.43% (+209) YoY-	All Managers (Combined)	$252.4K	0.2% ($252.4K/$119.4M)	QoQ +18.41% (+$39.3K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	258	QoQ +7.50% (-18) YoY-	All Managers (Combined)	$244.0K	0.2% ($244.0K/$119.4M)	QoQ -0.93% (-$2.3K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.2K	QoQ -6.70% (-83) YoY-	All Managers (Combined)	$241.8K	0.2% ($241.8K/$119.4M)	QoQ +9.97% (-$21.9K) YoY-
MCDONALDS CORP(MCDcusip580135101)	758	QoQ NEW(+758) YoY-	All Managers (Combined)	$236.8K	0.2% ($236.8K/$119.4M)	QoQ NEW(+$236.8K) YoY-
(cusip33740U406)✕	6.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$236.7K	0.2% ($236.7K/$119.4M)	QoQ -2.49% (-$6.0K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.7K	QoQ NEW(+5.7K) YoY-	All Managers (Combined)	$235.8K	0.2% ($235.8K/$119.4M)	QoQ NEW(+$235.8K) YoY-
(IWScusip464287473)	1.9K	QoQ +13.33% (+219) YoY-	All Managers (Combined)	$234.4K	0.2% ($234.4K/$119.4M)	QoQ +10.38% (+$22.1K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.8K	QoQ NEW(+3.8K) YoY-	All Managers (Combined)	$234.0K	0.2% ($234.0K/$119.4M)	QoQ NEW(+$234.0K) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$233.0K	0.2% ($233.0K/$119.4M)	QoQ NEW(+$233.0K) YoY-
PEPSICO INC(PEPcusip713448108)	1.5K	QoQ +13.66% (+186) YoY-	All Managers (Combined)	$232.0K	0.2% ($232.0K/$119.4M)	QoQ +12.13% (+$25.1K) YoY-
Accenture plc(ACNcusipG1151C101)	727	QoQ +14.66% (+93) YoY-	All Managers (Combined)	$226.9K	0.2% ($226.9K/$119.4M)	QoQ +1.67% (+$3.7K) YoY-
(cusip316092808)✕	1.4K	QoQ +5.40% (-72) YoY-	All Managers (Combined)	$226.6K	0.2% ($226.6K/$119.4M)	QoQ -8.07% (-$19.9K) YoY-
(cusip47103U886)✕	4.6K	QoQ NEW(+4.6K) YoY-	All Managers (Combined)	$225.4K	0.2% ($225.4K/$119.4M)	QoQ NEW(+$225.4K) YoY-
AFLAC INC(AFLcusip001055102)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$225.1K	0.2% ($225.1K/$119.4M)	QoQ NEW(+$225.1K) YoY-
Philip Morris International Inc.(PMcusip718172109)	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$224.1K	0.2% ($224.1K/$119.4M)	QoQ NEW(+$224.1K) YoY-
(VEAcusip921943858)	4.4K	QoQ +0.04% (+2) YoY-	All Managers (Combined)	$224.0K	0.2% ($224.0K/$119.4M)	QoQ +6.33% (+$13.3K) YoY-
Phillips 66(PSXcusip718546104)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$223.4K	0.2% ($223.4K/$119.4M)	QoQ NEW(+$223.4K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	3.1K	QoQ NEW(+3.1K) YoY-	All Managers (Combined)	$223.2K	0.2% ($223.2K/$119.4M)	QoQ NEW(+$223.2K) YoY-
(IJJcusip464287705)	1.8K	QoQ +0.16% (-3) YoY-	All Managers (Combined)	$221.4K	0.2% ($221.4K/$119.4M)	QoQ -4.05% (-$9.4K) YoY-