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Accel Wealth Management13F | |
| Accel Wealth Management | |
| Last update 2025-04-10 | 256 Stocks (15 new) |
| Value $277.00 Mil | Turnover 10 % |
Accel Wealth Management Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO | iShares Core Dividend Growth ETF | 213,571 | 13,194.4 | +31.81% | 4.770 | +1.15% | 0.040 | +11.68% | +6.75% | 32,433.7 | ||
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 221,771 | 10,900.0 | +0.25% | 3.940 | +0.01% | 0.430 | +1.88% | +2.77% | 2,617.4 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 325,992 | 8,162.8 | +1,116.12% | 2.950 | +2.71% | 0.020 | +20.60% | +5.52% | 44,469.7 | ||
AAPL | Apple Inc | 29,919 | 6,645.9 | -0.09% | 2.400 | 0% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
VTV | Vanguard Value ETF | 37,695 | 6,511.5 | +18.66% | 2.350 | +0.37% | 0.000 | +10.76% | +6.49% | 132,298.5 | ||
VTI | Vanguard Total Stock Market ETF | 22,912 | 6,297.3 | -7.86% | 2.280 | -0.21% | 0.000 | +17.65% | +6.63% | 471,718.0 | ||
VDE | Vanguard Energy ETF | 48,101 | 6,239.2 | +1.00% | 2.260 | +0.02% | 0.070 | +15.09% | +4.69% | 6,761.1 | ||
PTY |
PIMCO Corporate & Income Opportunity Fds
PIMCO Corporate & Income Opportunity Fds
| 425,251 | 6,149.1 | +7.26% | 2.220 | +0.15% | 0.230 | +11.15% | +2.10% | 2,576.0 | Asset Management | |
AMZN | Amazon.com Inc | 32,276 | 6,140.8 | -0.32% | 2.220 | -0.01% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
VOE | Vanguard Mid-Cap Value ETF | 35,952 | 5,771.7 | +9.29% | 2.090 | +0.18% | 0.030 | +12.21% | +4.54% | 17,472.3 |
Accel Wealth Management's Historical Top Holdings Breakdowns
Accel Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +2.71% | 24.91 ($27.39) 29.02 | $29.35 | 7.16% | Add 1116.12% | 325,992 | 299,186 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +1.15% | 60.46 ($62.66) 64.42 | $64.82 | 3.45% | Add 31.81% | 213,571 | 51,538 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.37% | 167.73 ($174.39) 179.21 | $178.26 | 2.22% | Add 18.66% | 37,695 | 5,927 | |
RTX | RTX Corp | 2025-03-31 | Add Add | +0.29% | 114.1 ($126.79) 135.66 | $146.87 | 15.84% | Add 65.11% | 15,174 | 5,984 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.28% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Reduce -13.9% | 33,822 | -5,461 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.27% | 95.85 ($97.76) 99.25 | $98.05 | 0.30% | Add 28.03% | 34,670 | 7,591 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +0.27% | 50.48 ($50.78) 51.04 | $50.62 | -0.32% | Add 77.46% | 33,172 | 14,479 | |
FAPR |
FT Vest U.S. Equity Buffer ETF - April
FT Vest U.S. Equity Buffer ETF - April
| 2025-03-31 | Sold Out Sold Out | -0.26% | 40.29 ($41.59) 42.24 | $42.35 | 1.83% | Sold Out | 0 | -16,555 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | Add Add | +0.24% | 110.9 ($123.2) 132.93 | $129.34 | 4.98% | Add 38.34% | 20,892 | 5,790 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.23% | 57.22 ($60.78) 63.39 | $63.28 | 4.11% | Add 21.91% | 59,623 | 10,716 |
Accel Wealth Management Total Holding History ($B)
Accel Wealth Management's Asset Allocation
Accel Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Accel Wealth Management's Hypothetical Growth since 2025-03-31
Accel Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Accel Wealth Management's Holdings Heat Map
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Accel Wealth Management's Holdings Bubble Chart
Accel Wealth Management News
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