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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 | +5.13% | +6.78% | 32,440.5 | ||
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 | +1.38% | +2.69% | 2,615.2 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 325,992 | 8,162.8 | +1,116.12% | 2.950 | +2.71% | 0.020 | +14.27% | +4.50% | 44,037.8 | ||
AAPL | Apple Inc | 29,919 | 6,645.9 | -0.09% | 2.400 | 0% | 0.000 | -5.73% | -15.62% | 3,148,248.1 | Hardware | |
VTV | Vanguard Value ETF | 37,695 | 6,511.5 | +18.66% | 2.350 | +0.37% | 0.000 | +3.53% | +6.58% | 130,880.0 | ||
VTI | Vanguard Total Stock Market ETF | 22,912 | 6,297.3 | -7.86% | 2.280 | -0.21% | 0.000 | +10.05% | +5.91% | 445,745.7 | ||
VDE | Vanguard Energy ETF | 48,101 | 6,239.2 | +1.00% | 2.260 | +0.02% | 0.070 | -6.49% | +1.38% | 6,665.2 | ||
PTY |
PIMCO Corporate & Income Opportunity Fds
PIMCO Corporate & Income Opportunity Fds
| 425,251 | 6,149.1 | +7.26% | 2.220 | +0.15% | 0.230 | -1.82% | +1.67% | 2,587.2 | Asset Management | |
AMZN | Amazon.com Inc | 32,276 | 6,140.8 | -0.32% | 2.220 | -0.01% | 0.000 | +12.38% | +0.41% | 2,338,570.1 | Retail - Cyclical | |
VOE | Vanguard Mid-Cap Value ETF | 35,952 | 5,771.7 | +9.29% | 2.090 | +0.18% | 0.030 | +3.33% | +4.14% | 17,126.5 |
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 | $29.07 | 6.12% | 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 | $64.83 | 3.47% | Add 31.81% | 213,571 | 51,538 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.37% | 167.73 ($174.39) 179.21 | $178.42 | 2.31% | Add 18.66% | 37,695 | 5,927 | |
RTX | RTX Corp | 2025-03-31 | Add Add | +0.29% | 114.1 ($126.79) 135.66 | $144.61 | 14.05% | Add 65.11% | 15,174 | 5,984 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.28% | 106.98 ($126.74) 149.43 | $157.21 | 24.04% | 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 | $98.60 | 0.86% | 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 | $50.54 | -0.47% | 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 | $42.28 | 1.66% | 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 | $128.99 | 4.70% | 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 | $63.27 | 4.10% | Add 21.91% | 59,623 | 10,716 |
Accel Wealth Management Total Holding History ($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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