Accel Wealth Management Purchases and Sells in Q2 2025

Accel Wealth Management

$290 Million
Q2 2025

Top Buys

Incresed Positions

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	172 + 0.51%	$94.31 - $157.99 $16.2K - $27.2K	34K $5.37M
SCHG	3.51K + 1.08%	$22.27 - $29.21 $78.1K - $102K	330K $9.62M
MSFT	203 + 2.13%	$354.56 - $497.45 $72K - $101K	9.73K $4.84M
VTI	1.78K + 7.77%	$243.75 - $303.93 $434K - $541K	24.7K $7.5M
AMZN	771 + 2.39%	$167.32 - $223.3 $129K - $172K	33K $7.25M
QQQ	382 + 3.96%	$416.06 - $551.64 $159K - $211K	10K $5.53M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	1.3K New	$122.82 - $218.63 $160K - $285K	1.3K $285K
UBER	2.9K New	$64.62 - $93.3 $188K - $271K	2.9K $270K
CRWD	528 New	$321.63 - $509.31 $170K - $269K	528 $268K
IYW	1.53K New	$122.57 - $173.27 $188K - $266K	1.53K $265K
ATI	2.99K New	$41.97 - $86.8 $126K - $260K	2.99K $258K
EMXC	3.94K New	$50.08 - $63.14 $197K - $249K	3.94K $248K

Top Sells

Reduced Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VDE	-24.2K - 50.37%	$105.87 - $130.56 $2.57M - $3.16M	23.9K $2.86M
AAPL	-388 - 1.3%	$172.42 - $223.89 $66.9K - $86.9K	29.5K $6.06M
PID	-18.9K - 20.37%	N/A	73.8K $1.32M
PFFD	-14.3K - 23.45%	$18.11 - $18.97 $258K - $271K	46.6K $877K
COP	-1.56K - 28.84%	$82.66 - $106.1 $129K - $166K	3.85K $345K
ABBV	-343 - 6.63%	$170.16 - $206.27 $58.4K - $70.8K	4.83K $896K

Activity Summary All Purchases 150 New Holdings 24 Increased Positions 126 All Sells 103 Reductions 103 Sold out 0 Calls 0 Puts 0

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