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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ALTRIA GROUP, INC.

MO|02209S103

Shares:3.7K

Value:$220.0K

% of Portfolio:0.2% ($220.0K/$119.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.6K

Value:$218.7K

% of Portfolio:0.2% ($218.7K/$119.4M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:713

Value:$217.7K

% of Portfolio:0.2% ($217.7K/$119.4M)

81369Y803

XLK|81369Y803

Shares:1.0K

Value:$216.1K

% of Portfolio:0.2% ($216.1K/$119.4M)

808524102

SCHB|808524102

Shares:9.9K

Value:$213.2K

% of Portfolio:0.2% ($213.2K/$119.4M)

922908736

VUG|922908736

Shares:572

Value:$212.3K

% of Portfolio:0.2% ($212.3K/$119.4M)

464287507

IJH|464287507

Shares:3.6K

Value:$209.7K

% of Portfolio:0.2% ($209.7K/$119.4M)

Chubb Ltd

CB|H1467J104

Shares:688

Value:$207.8K

% of Portfolio:0.2% ($207.8K/$119.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:1.0K

Value:$205.7K

% of Portfolio:0.2% ($205.7K/$119.4M)

COCA COLA CO

KO|191216100

Shares:2.9K

Value:$205.2K

% of Portfolio:0.2% ($205.2K/$119.4M)

808524805

SCHF|808524805

Shares:10.3K

Value:$203.0K

% of Portfolio:0.2% ($203.0K/$119.4M)

Prologis, Inc.

PLD|74340W103

Shares:1.8K

Value:$201.4K

% of Portfolio:0.2% ($201.4K/$119.4M)

PAYCHEX INC

PAYX|704326107

Shares:1.3K

Value:$201.1K

% of Portfolio:0.2% ($201.1K/$119.4M)

25460E265

Shares:16.3K

Value:$116.2K

% of Portfolio:0.1% ($116.2K/$119.4M)

Onfolio Holdings, Inc

ONFO|68277K207

Shares:10.1K

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$119.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	3.7K	QoQ NEW(+3.7K) YoY-	All Managers (Combined)	$220.0K	0.2% ($220.0K/$119.4M)	QoQ NEW(+$220.0K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	1.6K	QoQ NEW(+1.6K) YoY-	All Managers (Combined)	$218.7K	0.2% ($218.7K/$119.4M)	QoQ NEW(+$218.7K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	713	QoQ NEW(+713) YoY-	All Managers (Combined)	$217.7K	0.2% ($217.7K/$119.4M)	QoQ NEW(+$217.7K) YoY-
(XLKcusip81369Y803)	1.0K	QoQ +5.33% (-53) YoY-	All Managers (Combined)	$216.1K	0.2% ($216.1K/$119.4M)	QoQ -6.48% (-$15.0K) YoY-
(SCHBcusip808524102)	9.9K	QoQ NEW(+9.9K) YoY-	All Managers (Combined)	$213.2K	0.2% ($213.2K/$119.4M)	QoQ NEW(+$213.2K) YoY-
(VUGcusip922908736)	572	QoQ -49.51% (-561) YoY-	All Managers (Combined)	$212.3K	0.2% ($212.3K/$119.4M)	QoQ -54.34% (-$252.7K) YoY-
(IJHcusip464287507)	3.6K	QoQ -10.99% (-444) YoY-	All Managers (Combined)	$209.7K	0.2% ($209.7K/$119.4M)	QoQ -16.64% (-$41.9K) YoY-
Chubb Ltd(CBcusipH1467J104)	688	QoQ NEW(+688) YoY-	All Managers (Combined)	$207.8K	0.2% ($207.8K/$119.4M)	QoQ NEW(+$207.8K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	1.0K	QoQ -0.59% (-6) YoY-	All Managers (Combined)	$205.7K	0.2% ($205.7K/$119.4M)	QoQ -11.24% (-$26.1K) YoY-
COCA COLA CO(KOcusip191216100)	2.9K	QoQ NEW(+2.9K) YoY-	All Managers (Combined)	$205.2K	0.2% ($205.2K/$119.4M)	QoQ NEW(+$205.2K) YoY-
(SCHFcusip808524805)	10.3K	QoQ -1.60% (-167) YoY-	All Managers (Combined)	$203.0K	0.2% ($203.0K/$119.4M)	QoQ +5.21% (-$10.1K) YoY-
Prologis, Inc.(PLDcusip74340W103)	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$201.4K	0.2% ($201.4K/$119.4M)	QoQ NEW(+$201.4K) YoY-
PAYCHEX INC(PAYXcusip704326107)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$201.1K	0.2% ($201.1K/$119.4M)	QoQ NEW(+$201.1K) YoY-
(cusip25460E265)✕	16.3K	QoQ NEW(+16.3K) YoY-	All Managers (Combined)	$116.2K	0.1% ($116.2K/$119.4M)	QoQ NEW(+$116.2K) YoY-
Onfolio Holdings, Inc(ONFOcusip68277K207)	10.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$119.4M)	QoQ -29.10% (-$3.9K) YoY-