Accelerate Investment Advisors LLC Sells in Q2 2025

Accelerate Investment Advisors LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-949
- 6.18%
$172.42 - $223.89 $164K - $212K
14.4K $2.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-440
- 28.06%
$483.48 - $539.8 $213K - $238K
1.13K $548M
UNH
Unitedhealth Group Inc

Healthcare
-181
- 20.29%
$274.35 - $599.47 $49.7K - $109K
711 $222M
CVX
Chevron Corp

Energy
-465
- 16.41%
$133.73 - $168.51 $62.2K - $78.4K
2.37K $339M
IVV
Ishares Core S&P 500 ETF

ETFs
-945
- 11.23%
$498.8 - $620.9 $471K - $587K
7.47K $4.64B
AMGN
Amgen Inc

Healthcare
-105
- 7.02%
$262.28 - $309.85 $27.5K - $32.5K
1.39K $388M
LOW
Lowes Companies Inc

Consumer Cyclical
-232
- 19.19%
$210.83 - $235.28 $48.9K - $54.6K
977 $217M
JNJ
Johnson & Johnson

Healthcare
-222
- 11.06%
$146.36 - $159.82 $32.5K - $35.5K
1.79K $273M
Linde PLC
-112
- 8.08%
N/A
1.27K $598M
BAC
Bank Of America Corp

Financial Services
-1.22K
- 21.61%
$34.39 - $47.46 $42K - $57.9K
4.43K $210M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.02K
- 7.62%
$22.68 - $23.28 $23K - $23.7K
12.3K $286M
SPGI
S&P Global Inc.

Financial Services
-71
- 8.09%
$438.31 - $527.29 $31.1K - $37.4K
807 $426M
AMT
American Tower Corp

Real Estate
-108
- 7.55%
$203.96 - $228.19 $22K - $24.6K
1.32K $292M
Blackrock Inc
-38
- 14.73%
N/A
220 $231M
YEAR
Ab Active Etfs Inc Ultra Short
-218
- 4.34%
N/A
4.81K $244M
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 5.74%
$908.13 - $1056.85 $35.4K - $41.2K
640 $633M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-164
- 1.77%
$77.74 - $78.78 $12.7K - $12.9K
9.12K $718M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.26K
- 12.7%
$19.1 - $23.83 $24K - $30K
8.65K $206M
ADI
Analog Devices Inc

Technology
-197
- 17.06%
$164.6 - $238.02 $32.4K - $46.9K
958 $228M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-159
- 1.21%
$18.83 - $19.22 $2.99K - $3.06K
13K $249M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.06K
- 10.31%
$17.76 - $22.1 $18.8K - $23.4K
9.21K $203M
GLD
Spdr Gold Trust

ETFs
-136
- 5.19%
$273.71 - $316.29 $37.2K - $43K
2.48K $757M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-223
- 5.22%
N/A
4.05K $380M
WFC
Wells Fargo & Company

Financial Services
-456
- 9.4%
$60.98 - $80.12 $27.8K - $36.5K
4.39K $352M
IEV
Ishares Tr Europe ETF

ETFs
-320
- 6.55%
$51.8 - $64.59 $16.6K - $20.7K
4.57K $289M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-117
- 3.26%
$51.16 - $62.02 $5.99K - $7.26K
3.48K $216M
WMT
Walmart Inc.

Consumer Defensive
-253
- 7.13%
$81.79 - $99.98 $20.7K - $25.3K
3.3K $322M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-10
- 0.3%
$67.22 - $81.54 $672 - $815
3.37K $275M
XLK
Technology Sector Spdr

ETFs
-75
- 7.16%
$179.73 - $253.23 $13.5K - $19K
972 $246M
MCK
Mckesson Corp

Healthcare
-10
- 1.53%
$652.83 - $732.78 $6.53K - $7.33K
643 $471M
EFG
Msci Eafe Growth ETF

ETFs
-383
- 6.05%
$89.8 - $112.0 $34.4K - $42.9K
5.95K $667M
AVDE
American Centy ETF Tr Avantis

ETFs
-185
- 2.98%
$59.32 - $74.36 $11K - $13.8K
6.01K $445M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.7%
$329.49 - $438.4 $1.32K - $1.75K
568 $249M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-96
- 0.74%
$22.27 - $29.21 $2.14K - $2.8K
12.8K $375M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-24
- 1.38%
$180.84 - $240.32 $4.34K - $5.77K
1.71K $411M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.08%
$243.75 - $303.93 $731 - $912
3.7K $1.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-127
- 3.26%
$456.74 - $568.03 $58K - $72.1K
3.77K $2.14B
AVGO
Broadcom Inc.

Technology
-283
- 9.27%
$146.29 - $275.65 $41.4K - $78K
2.77K $764M
NVDA
Nvidia Corp

Technology
-20
- 0.12%
$94.31 - $157.99 $1.89K - $3.16K
16.7K $2.64B
Activity Summary
Buys All Purchases 71 New Holdings 19 Increased Positions 52 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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