Accel Wealth Management Purchases and Sells in Q1 2025

Accel Wealth Management

$268 Million
Q1 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	299K + 1116.12%	$24.91 - $29.02 $7.45M - $8.68M	326K $8.16M
DGRO	51.5K + 31.81%	$60.46 - $64.42 $3.12M - $3.32M	214K $13.1M
VTV	5.93K + 18.66%	$167.73 - $179.21 $994K - $1.06M	37.7K $6.44M
RTX	5.98K + 65.11%	$114.1 - $135.66 $683K - $812K	15.2K $2.01M
GLD	2.11K + 35.41%	$243.19 - $288.14 $512K - $607K	8.05K $2.32M
DE	1.25K + 20.88%	$408.57 - $509.27 $512K - $638K	7.25K $3.4M

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFIV	7.31K New	$35.33 - $40.77 $258K - $298K	7.31K $289K
EFA	3.13K New	$74.85 - $84.89 $234K - $265K	3.13K $257K
VRP	9.44K New	$24.07 - $24.5 $227K - $231K	9.44K $228K
SCHV	8.63K New	$25.77 - $27.6 $222K - $238K	8.63K $227K
WCN	1.13K New	$169.89 - $195.19 $192K - $221K	1.13K $220K
SO	2.31K New	$80.96 - $92.96 $187K - $214K	2.31K $212K

Top Sells

Reduced Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-5.46K - 13.9%	$106.98 - $149.43 $584K - $816K	33.8K $3.67M
AVGO	-2.44K - 23.81%	$167.43 - $244.7 $408K - $596K	7.8K $1.31M
AMZN	-103 - 0.32%	$190.26 - $242.06 $19.6K - $24.9K	32.3K $6.14M
VTI	-1.96K - 7.86%	$271.18 - $303.12 $530K - $593K	22.9K $6.26M
AAPL	-26 - 0.09%	$209.68 - $247.1 $5.45K - $6.42K	29.9K $6.65M
GOOGL	-260 - 1.45%	$154.33 - $206.19 $40.1K - $53.6K	17.7K $2.73M

Activity Summary All Purchases 125 New Holdings 15 Increased Positions 110 All Sells 108 Reductions 108 Sold out 0 Calls 0 Puts 0

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