Accel Wealth Management Purchases in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
60K
+ 18.2%
$28.92 - $32.19 $1.73M - $1.93M
389K $12.4M
CGDV
Capital Group Divid Value ETF

ETFs
58K
+ 91.2%
$39.59 - $42.21 $2.3M - $2.45M
122K $5.11M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
49.9K
+ 131.38%
$50.53 - $50.82 $2.52M - $2.54M
87.9K $4.45M
CGGR
Capital Group Growth ETF Shs C

ETFs
49K
+ 93.31%
$40.2 - $44.58 $1.97M - $2.18M
101K $4.46M
DFIV
Dimensional ETF Tr

ETFs
46.5K
+ 199.31%
$42.66 - $46.53 $1.98M - $2.16M
69.8K $3.22M
RDVY
First Trust Rising Dividend Ac

ETFs
26.6K
+ 43.18%
$62.38 - $67.29 $1.66M - $1.79M
88.3K $5.94M
ITA
Ishares Tr

ETFs
4.74K
+ 25.29%
$184.73 - $209.26 $876K - $992K
23.5K $4.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.44K
+ 14.31%
$546.99 - $602.2 $785K - $864K
11.5K $6.88M
KCE
Spdr S&P Capital Markets ETF

ETFs
7.31K
+ 54.53%
$145.94 - $157.83 $1.07M - $1.15M
20.7K $3.24M
DGRO
Ishares Core Dividend Growth E

ETFs
6.83K
+ 3.16%
$64.12 - $68.08 $438K - $465K
223K $15.1M
VTV
Vanguard Value ETF

ETFs
4.17K
+ 11.04%
$175.51 - $186.57 $732K - $779K
42K $7.83M
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 5.56%
$303.93 - $329.86 $417K - $453K
26.1K $8.55M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26K
+ 198.81%
$35.42 - $38.65 $920K - $1M
39K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
4.6K
+ 300.33%
$171.38 - $197.01 $789K - $907K
6.14K $1.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.84K
New
$275.84 - $326.36 $784K - $928K
2.84K $928K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.48K
+ 30.77%
$276.51 - $305.12 $684K - $755K
10.5K $3.13M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
31.1K
+ 143.8%
$24.39 - $24.93 $758K - $775K
52.7K $1.3M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
36.1K
+ 8.32%
$13.77 - $14.45 $497K - $522K
470K $6.79M
PLTR
Palantir Technologies Inc.

Technology
605
+ 4.62%
$130.68 - $186.97 $79.1K - $113K
13.7K $2.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.45K
+ 290.22%
$420.11 - $472.68 $611K - $687K
1.96K $899K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
13.6K
New
$47.07 - $50.11 $642K - $684K
13.6K $679K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.31K
+ 18.9%
$97.75 - $100.75 $617K - $636K
39.7K $3.99M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
14K
New
$42.35 - $44.2 $591K - $617K
14K $617K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.8K
+ 103.53%
$47.96 - $50.54 $520K - $548K
21.3K $1.08M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.81K
+ 27.97%
$79.89 - $83.25 $464K - $484K
26.6K $2.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.7K
+ 68.81%
$282.75 - $294.19 $482K - $501K
4.18K $1.23M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.66K
New
$105.16 - $140.03 $384K - $512K
3.66K $495K
UUUU
Energy Fuels Inc

Energy
28K
New
$5.59 - $17.26 $157K - $484K
28K $430K
NEM
Newmont Corp

Basic Materials
562
+ 4.37%
$57.35 - $85.25 $32.2K - $47.9K
13.4K $1.13M
VNLA
Janus Henderson Short Duration

ETFs
7.2K
+ 3.04%
$48.99 - $49.29 $353K - $355K
244K $12M
AVGO
Broadcom Inc.

Technology
49
+ 0.75%
$264.74 - $369.57 $13K - $18.1K
6.54K $2.16M
RTX
Raytheon Technologies Corp

Industrials
154
+ 1.02%
$144.19 - $167.33 $22.2K - $25.8K
15.3K $2.56M
MRVL
Marvell Technology, Inc.

Technology
3.86K
New
$62.31 - $84.07 $241K - $325K
3.86K $324K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.34K
+ 43.52%
$82.22 - $96.68 $192K - $226K
7.71K $745K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.58K
+ 8.31%
$44.82 - $46.28 $250K - $258K
72.7K $3.35M
LNG
Cheniere Energy, Inc.

Energy
1.26K
New
$222.68 - $244.28 $281K - $309K
1.26K $296K
SOUN
Soundhound Ai, Inc.

Technology
7.76K
+ 25.75%
$10.11 - $18.05 $78.4K - $140K
37.9K $608K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 1.42%
$567.77 - $614.76 $42.6K - $46.1K
5.36K $3.28M
GOOG
Alphabet Inc.

Communication Services
21
+ 0.52%
$175.16 - $255.24 $3.68K - $5.36K
4.04K $982K
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 5.18%
$293.94 - $444.72 $25.6K - $38.7K
1.77K $786K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
720
+ 3.34%
$128.6 - $136.01 $92.6K - $97.9K
22.3K $3.02M
WWD
Woodward, Inc.

Industrials
933
New
$237.33 - $266.1 $221K - $248K
933 $235K
SMTC
Semtech Corp

Technology
3.29K
New
$42.59 - $71.45 $140K - $235K
3.29K $235K
COF
Capital One Financial Corp

Financial Services
1.09K
New
$207.29 - $229.74 $226K - $250K
1.09K $231K
SHOP
Shopify Inc.

Technology
1.53K
New
$112.11 - $157.12 $172K - $241K
1.53K $227K
HTGC
Hercules Capital, Inc.

Financial Services
10.9K
+ 49.85%
$18.34 - $19.53 $201K - $214K
32.9K $622K
DELL
Dell Technologies Inc.

Technology
1.5K
New
$120.96 - $141.77 $181K - $212K
1.5K $211K
PFE
Pfizer Inc

Healthcare
8.26K
New
$23.29 - $25.88 $192K - $214K
8.26K $210K
VUG
Vanguard Growth ETF

ETFs
93
+ 2.34%
$433.97 - $484.08 $40.4K - $45K
4.06K $1.95M
Activity Summary
Buys All Purchases 135 New Holdings 24 Increased Positions 111 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management 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 Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email