Accelerate Investment Advisors LLC Purchases in Q1 2025

Accelerate Investment Advisors LLC

  • $119 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
2.37K
+ 1.65%
$63.77 - $71.36 $151K - $169K
146K $10.1B
Kayne Anderson Bdc Inc
41.8K
New
N/A
41.8K $678M
OEF
Ishares S&P 100 ETF

ETFs
1.95K
+ 118.58%
N/A
3.6K $975M
GLD
Spdr Gold Trust

ETFs
1.34K
+ 103.89%
$243.19 - $288.14 $325K - $385K
2.62K $755M
IVE
Ishares S&P 500 Value ETF

ETFs
1.95K
+ 30.76%
$185.78 - $198.58 $362K - $386K
8.27K $1.58B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.26K
+ 30.68%
$168.16 - $186.21 $380K - $420K
9.62K $1.64B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.3K
New
$22.46 - $23.26 $299K - $310K
13.3K $309M
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.3K
New
$24.05 - $24.86 $297K - $307K
12.3K $307M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.12K
+ 3.19%
$44.41 - $45.98 $183K - $190K
134K $6.1B
IEV
Ishares Tr Europe ETF

ETFs
4.89K
New
$51.89 - $60.68 $254K - $296K
4.89K $284M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.11K
New
$237.72 - $276.98 $264K - $308K
1.11K $272M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.42K
New
$34.83 - $37.52 $258K - $278K
7.42K $269M
IWB
Ishares Tr Russell 1000 ETF

ETFs
855
+ 93.04%
$302.31 - $337.54 $258K - $289K
1.77K $544M
MCD
Mcdonalds Corp

Consumer Cyclical
758
New
$279.74 - $321.29 $212K - $244K
758 $237M
BAC
Bank Of America Corp

Financial Services
5.65K
New
$39.61 - $47.74 $224K - $270K
5.65K $236M
CSCO
Cisco Systems, Inc.

Technology
3.79K
New
$58.74 - $64.87 $223K - $246K
3.79K $234M
ADI
Analog Devices Inc

Technology
1.16K
New
$201.56 - $243.82 $233K - $282K
1.16K $233M
VNLA
Janus Henderson Short Duration

ETFs
4.59K
New
$48.89 - $49.21 $224K - $226K
4.59K $225M
AFL
Aflac Inc

Financial Services
2.02K
New
$100.99 - $111.19 $204K - $225K
2.02K $225M
PM
Philip Morris International Inc.

Consumer Defensive
1.41K
New
$117.15 - $158.79 $165K - $224K
1.41K $224M
PSX
Phillips 66

Energy
1.81K
New
$113.93 - $131.55 $206K - $238K
1.81K $223M
NEE
Nextera Energy Inc

Utilities
3.15K
New
$66.96 - $76.16 $211K - $240K
3.15K $223M
MO
Altria Group, Inc.

Consumer Defensive
3.67K
New
$50.81 - $60.02 $186K - $220K
3.67K $220M
ABT
Abbott Laboratories

Healthcare
1.65K
New
$111.1 - $140.22 $183K - $231K
1.65K $219M
ADP
Automatic Data Processing Inc

Industrials
713
New
$286.85 - $318.64 $205K - $227K
713 $218M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.9K
New
$21.23 - $23.75 $210K - $235K
9.9K $213M
EFV
Msci Eafe Value ETF

ETFs
1.82K
+ 11.19%
$51.88 - $60.73 $94.6K - $111K
18.1K $1.07B
CB
Chubb LTD

Financial Services
688
New
$257.71 - $301.99 $177K - $208K
688 $208M
IEMG
Ishares Inc

ETFs
3.59K
+ 47.82%
N/A
11.1K $600M
KO
Coca Cola CO

Consumer Defensive
2.87K
New
$60.81 - $72.32 $174K - $207K
2.87K $205M
PLD
Prologis, Inc.

Real Estate
1.8K
New
$103.59 - $124.04 $187K - $224K
1.8K $201M
PAYX
Paychex Inc

Industrials
1.3K
New
$136.06 - $154.52 $177K - $201K
1.3K $201M
VTV
Vanguard Value ETF

ETFs
1.04K
+ 28.4%
$167.73 - $179.21 $175K - $187K
4.71K $814M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.91K
+ 6.34%
$25.69 - $26.89 $100K - $105K
65.6K $1.76B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
11.4K
+ 78.68%
$14.22 - $14.83 $162K - $169K
25.9K $375M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.29K
+ 19.17%
$48.06 - $53.73 $206K - $230K
26.6K $1.3B
AMGN
Amgen Inc

Healthcare
283
+ 23.33%
$258.59 - $327.36 $73.2K - $92.6K
1.5K $466M
JPM
Jpmorgan Chase & CO

Financial Services
533
+ 26.2%
$225.19 - $279.95 $120K - $149K
2.57K $630M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 1.42%
$42.5 - $46.71 $43.3K - $47.6K
72.9K $3.3B
Linde PLC
147
+ 11.86%
N/A
1.39K $646M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
649
+ 59.76%
$196.12 - $229.48 $127K - $149K
1.74K $351M
XOM
Exxon Mobil Corp

Energy
280
+ 3.48%
$105.44 - $118.93 $29.5K - $33.3K
8.33K $991M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
16.3K
New
$5.57 - $7.6 $90.9K - $124K
16.3K $116M
CVX
Chevron Corp

Energy
307
+ 12.15%
$146.71 - $167.97 $45K - $51.6K
2.83K $474M
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 52.18%
$468.34 - $539.52 $118K - $135K
732 $343M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 13.93%
$890.62 - $1076.86 $73.9K - $89.4K
679 $643M
AVDE
American Centy ETF Tr Avantis

ETFs
1.05K
+ 20.47%
$60.63 - $68.55 $63.8K - $72.2K
6.2K $411M
AMT
American Tower Corp

Real Estate
242
+ 20.37%
$173.46 - $217.6 $42K - $52.7K
1.43K $311M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
995
+ 12.01%
$76.94 - $78.28 $76.6K - $77.9K
9.28K $727M
Activity Summary
Buys All Purchases 89 New Holdings 24 Increased Positions 65 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accelerate Investment Advisors LLC Portfolio

Follow Accelerate Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accelerate Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accelerate Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email