Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $113 Billion
  • Q4 2024

Accelerate Investment Advisors LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $16.9B, Ishares Core U.S. Aggregate Bo with a value of $11B, Ishares Core Msci Intl Develop with a value of $9.26B, Fidelity Merrimack Str Tr Tota with a value of $5.81B, and Ishares Core S&P 500 ETF with a value of $4.78B.

Examining the 13F form we can see an increase of $11B in the current position value, from $102B to 113B.

Accelerate Investment Advisors LLC is based out at Aliso Viejo, CA

Below you can find more details about Accelerate Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $113 Billion
ETFs: $87.8 Billion
Technology: $9.01 Billion
Consumer Cyclical: $4.24 Billion
Energy: $3.25 Billion
Financial Services: $2.49 Billion
Communication Services: $1.98 Billion
Healthcare: $1.81 Billion
Consumer Defensive: $1.24 Billion
Other: $512 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$3.61 Billion 3.18% of portfolio
14,399
Q4 2024 Added 19.46%
$2.3T
$2.94 Billion 2.59% of portfolio
13,386
Q4 2024 Added 2.91%
$343B
$2.08 Billion 1.84% of portfolio
15,519
Q4 2024 Added 6.8%
$3.2T
$2.01 Billion 1.77% of portfolio
4,762
Q4 2024 Added 1.38%
$1.37T
$873 Million 0.77% of portfolio
1,491
Q4 2024 Added 6.88%
$1.35T
$857 Million 0.76% of portfolio
2,123
Q4 2024 Added 0.81%
$468B
$866 Million 0.76% of portfolio
8,050
Q4 2024 Added 4.15%
$1.2T
$573 Million 0.51% of portfolio
3,011
Q4 2024 Added 8.23%
$602B
$561 Million 0.49% of portfolio
1,237
Q4 2024 Added 5.01%
$417B
$546 Million 0.48% of portfolio
596
Q4 2024 Added 143.27%
$1.15T
$518 Million 0.46% of portfolio
2,736
Q4 2024 Added 3.28%
$761B
$488 Million 0.43% of portfolio
2,034
Q4 2024 Added 87.29%
$477B
$409 Million 0.36% of portfolio
809
Q4 2024 Added 65.78%
$316B
$366 Million 0.32% of portfolio
2,526
Q4 2024 Added 47.81%
$293B
$340 Million 0.3% of portfolio
4,847
Q4 2024 Added 16.18%
$250B
$273 Million 0.24% of portfolio
3,019
Q4 2024 New
$523B
$265 Million 0.23% of portfolio
838
Q4 2024 Added 2.7%
$500B
$248 Million 0.22% of portfolio
470
Q4 2024 Added 10.59%
$222B
$223 Million 0.2% of portfolio
634
Q4 2024 New
$382B
$213 Million 0.19% of portfolio
1,272
Q4 2024 New
$303B
$220 Million 0.19% of portfolio
1,237
Q4 2024 Added 11.44%
$325B
$206 Million 0.18% of portfolio
618
Q4 2024 New
$204B
$207 Million 0.18% of portfolio
1,361
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $113 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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