Accel Wealth Management Portfolio Holdings
Q3 2025•277 long positions•$343.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding292 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $15.2M 4.41% | +$464.8K Bought | — 222.8K shares | 216.0K → 222.8K +$464.8K | +3.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.4M 3.62% | +$1.9M Bought | — 389.5K shares | 329.5K → 389.5K +$1.9M | +18.2% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $12.0M 3.5% | +$354.7K Bought | — 243.8K shares | 236.6K → 243.8K +$354.7K | +3.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.6M 2.49% | +$450.2K Bought | — 26.1K shares | 24.7K → 26.1K +$450.2K | +5.56% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.8M 2.28% | +$778.2K Bought | — 42.0K shares | 37.8K → 42.0K +$778.2K | +11.04% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $7.4M 2.15% | -$112.3K Sold | 0.0% 29.1K shares | 29.5K → 29.1K −$112.3K | -1.49% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.9M 2.0% | +$861.5K Bought | — 11.5K shares | 10.0K → 11.5K +$861.5K | +14.31% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $6.9M 1.99% | -$405.5K Sold | 0.0% 31.2K shares | 33.0K → 31.2K −$405.5K | -5.59% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $6.8M 1.98% | +$521.5K Bought | — 470.4K shares | 434.3K → 470.4K +$521.5K | +8.32% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $6.3M 1.84% | -$3.0K Sold | 0.0% 34.0K shares | 34.0K → 34.0K −$3.0K | -0.05% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.1M 1.79% | -$143.5K Sold | — 35.2K shares | 36.0K → 35.2K −$143.5K | -2.28% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.9M 1.73% | +$1.8M Bought | — 88.3K shares | 61.7K → 88.3K +$1.8M | +43.18% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 1.62% | -$78.7K Sold | — 39.6K shares | 40.1K → 39.6K −$78.7K | -1.39% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.1M 1.49% | +$2.4M Bought | — 121.7K shares | 63.6K → 121.7K +$2.4M | +91.2% | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $5.0M 1.45% | -$54.4K Sold | 0.0% 9.6K shares | 9.7K → 9.6K −$54.4K | -1.08% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.9M 1.43% | +$992.3K Bought | — 23.5K shares | 18.8K → 23.5K +$992.3K | +25.29% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 1.3% | +$2.5M Bought | — 87.9K shares | 38.0K → 87.9K +$2.5M | +131.38% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.5M 1.3% | +$2.2M Bought | — 101.5K shares | 52.5K → 101.5K +$2.2M | +93.31% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.0M 1.16% | +$632.5K Bought | — 39.7K shares | 33.4K → 39.7K +$632.5K | +18.9% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $3.8M 1.09% | -$50.6K Sold | 0.0% 15.4K shares | 15.6K → 15.4K −$50.6K | -1.33% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.4M 0.975% | -$246.3K Sold | — 112.8K shares | 121.1K → 112.8K −$246.3K | -6.84% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.3M 0.974% | +$257.0K Bought | — 72.7K shares | 67.1K → 72.7K +$257.0K | +8.31% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.3M 0.954% | +$45.9K Bought | — 5.4K shares | 5.3K → 5.4K +$45.9K | +1.42% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.2M 0.937% | +$2.1M Bought | — 69.8K shares | 23.3K → 69.8K +$2.1M | +199.31% | — — | Q1 2025 Held for 8 months | |
Agricultural - Machinery Industrials | $3.2M 0.931% | -$111.6K Sold | 0.003% 7.0K shares | 7.2K → 7.0K −$111.6K | -3.37% | $123.61B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $3.2M 0.922% | -$26.7K Sold | — 8.9K shares | 9.0K → 8.9K −$26.7K | -0.83% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 0.921% | +$1.1M Bought | — 20.7K shares | 13.4K → 20.7K +$1.1M | +54.53% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.1M 0.911% | +$736.6K Bought | — 10.5K shares | 8.0K → 10.5K +$736.6K | +30.77% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 0.877% | +$97.4K Bought | — 22.3K shares | 21.6K → 22.3K +$97.4K | +3.34% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $3.0M 0.869% | +$8.2K Bought | — 13.8K shares | 13.8K → 13.8K +$8.2K | +0.28% | — — | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $2.6M 0.745% | +$25.8K Bought | 0.001% 15.3K shares | 15.1K → 15.3K +$25.8K | +1.02% | $223.98B Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $2.5M 0.74% | -$45.1K Sold | 0.0% 8.1K shares | 8.2K → 8.1K −$45.1K | -1.74% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.5M 0.727% | +$110.4K Bought | 0.001% 13.7K shares | 13.1K → 13.7K +$110.4K | +4.62% | $432.76B Mega Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Midstream Energy | $2.5M 0.716% | -$225.2K Sold | 0.004% 86.9K shares | 94.9K → 86.9K −$225.2K | -8.39% | $62.9B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.715% | -$219.2K Sold | — 144.6K shares | 157.5K → 144.6K −$219.2K | -8.18% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.3M 0.682% | -$311.1K Sold | — 95.9K shares | 108.6K → 95.9K −$311.1K | -11.71% | — — | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $2.3M 0.665% | -$47.5K Sold | 0.002% 13.4K shares | 13.7K → 13.4K −$47.5K | -2.03% | $133.37B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.2M 0.645% | -$3.2K Sold | — 364.2K shares | 364.7K → 364.2K −$3.2K | -0.15% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.2M 0.639% | +$480.5K Bought | — 26.6K shares | 20.8K → 26.6K +$480.5K | +27.97% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.2M 0.634% | +$66.2K Bought | — 40.4K shares | 39.2K → 40.4K +$66.2K | +3.13% | — — | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $2.2M 0.628% | +$16.2K Bought | 0.0% 6.5K shares | 6.5K → 6.5K +$16.2K | +0.75% | $1.56T Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $2.1M 0.614% | -$56.0K Sold | — 85.2K shares | 87.4K → 85.2K −$56.0K | -2.58% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.599% | +$1.1M Bought | — 34.9K shares | 16.0K → 34.9K +$1.1M | +118.44% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.0M 0.595% | +$41.5K Bought | — 9.6K shares | 9.4K → 9.6K +$41.5K | +2.07% | — — | Q4 2020 Held for 4y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.0M 0.58% | -$7.9K Sold | 0.001% 14.2K shares | 14.2K → 14.2K −$7.9K | -0.39% | $192.27B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.572% | -$1.0M Sold | — 15.6K shares | 23.9K → 15.6K −$1.0M | -34.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.569% | +$1.0M Bought | — 43.4K shares | 20.4K → 43.4K +$1.0M | +112.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.566% | +$44.6K Bought | — 4.1K shares | 4.0K → 4.1K +$44.6K | +2.34% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 0.544% | +$49.6K Bought | — 9.9K shares | 9.6K → 9.9K +$49.6K | +2.73% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 0.543% | -$94.0K Sold | — 40.4K shares | 42.4K → 40.4K −$94.0K | -4.79% | — — | Q4 2020 Held for 4y 11m |
