Accel Wealth Management Purchases in Q4 2024

Accel Wealth Management

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
23.1K
+ 126.41%
$35.16 - $37.12 $813K - $858K
41.4K $1.46M
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 6.26%
$36.46 - $82.38 $42K - $94.8K
19.5K $1.48M
CGGR
Capital Group Growth ETF Shs C

ETFs
16K
+ 148.89%
$34.49 - $39.24 $553K - $629K
26.8K $996K
AAPL
Apple Inc.

Technology
202
+ 0.68%
$221.69 - $259.02 $44.8K - $52.3K
29.9K $7.5M
GLD
Spdr Gold Trust

ETFs
1.97K
+ 49.38%
$236.59 - $257.5 $465K - $506K
5.94K $1.44M
INTC
Intel Corp

Technology
26.4K
+ 109.85%
$19.07 - $26.23 $504K - $693K
50.5K $1.01M
VDE
Vanguard Energy ETF

ETFs
4.03K
+ 9.25%
$116.67 - $136.78 $470K - $551K
47.6K $5.78M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
29.6K
+ 8.08%
$14.28 - $14.81 $423K - $439K
396K $5.7M
FTHI
First Trust Exchange Traded Fd

ETFs
15.7K
+ 58.07%
$22.89 - $24.02 $359K - $377K
42.7K $993K
KRE
Spdr S&P Regional Banking ETF

ETFs
6.13K
New
$54.6 - $68.9 $335K - $422K
6.13K $369K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.67K
New
$47.07 - $48.75 $314K - $325K
6.67K $318K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
45.8K
New
$5.7 - $8.27 $261K - $379K
45.8K $309K
VTI
Vanguard Total Stock Market Et

ETFs
501
+ 2.06%
$280.04 - $302.45 $140K - $152K
24.9K $7.21M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.7K
+ 12.7%
$119.61 - $136.3 $204K - $232K
15.1K $1.87M
VUG
Vanguard Growth ETF

ETFs
370
+ 10.46%
$378.79 - $428.11 $140K - $158K
3.91K $1.6M
XLF
Financial Sector Spdr

ETFs
2.78K
+ 8.2%
$44.89 - $51.34 $125K - $143K
36.6K $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
544
+ 8.6%
$264.18 - $304.19 $144K - $165K
6.87K $1.92M
TSLA
Tesla, Inc.

Consumer Cyclical
159
+ 14.47%
$213.65 - $479.86 $34K - $76.3K
1.26K $508K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.37K
+ 20.51%
$65.08 - $73.72 $219K - $248K
19.8K $1.31M
NFLX
Netflix Inc

Communication Services
246
New
$687.65 - $936.56 $169K - $230K
246 $219K
EXC
Exelon Corp

Utilities
5.53K
New
$36.22 - $40.97 $200K - $227K
5.53K $208K
SMTC
Semtech Corp

Technology
3.29K
New
$40.58 - $69.1 $134K - $228K
3.29K $203K
MGK
Vanguard Mega Cap Growth ETF

ETFs
584
New
$316.94 - $357.88 $185K - $209K
584 $200K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.34K
New
$26.93 - $84.95 $198K - $623K
7.34K $200K
RDVY
First Trust Rising Dividend Ac

ETFs
3.36K
+ 7.38%
$58.65 - $64.37 $197K - $216K
48.9K $2.89M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.4K
+ 81.16%
$104.5 - $125.64 $251K - $302K
5.36K $559K
KCE
Spdr S&P Capital Markets ETF

ETFs
354
+ 3.32%
$124.2 - $148.51 $44K - $52.6K
11K $1.52M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
12.4K
New
$11.14 - $20.2 $138K - $251K
12.4K $178K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.45K
+ 22.65%
$50.62 - $50.97 $175K - $176K
18.7K $947K
COP
Conocophillips

Energy
1.67K
+ 45.24%
$95.12 - $114.72 $159K - $191K
5.36K $531K
CEG
Constellation Energy Corp

Utilities
890
+ 50.86%
$224.28 - $285.52 $200K - $254K
2.64K $593K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.74K
+ 19.44%
$45.17 - $47.23 $169K - $177K
23K $1.04M
VGT
Vanguard Information Technolog

ETFs
160
+ 24.28%
$571.78 - $647.97 $91.5K - $104K
819 $509K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.62K
+ 6.14%
$57.75 - $64.78 $93.7K - $105K
28K $1.66M
GOOG
Alphabet Inc.

Communication Services
33
+ 0.78%
$163.08 - $198.16 $5.38K - $6.54K
4.26K $810K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.94K
+ 34.74%
$35.45 - $40.33 $104K - $119K
11.4K $408K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.6K
+ 330.76%
$25.93 - $105.3 $534K - $2.17M
26.8K $747K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
70
+ 1.47%
$521.84 - $558.82 $36.5K - $39.1K
4.83K $2.6M
JNJ
Johnson & Johnson

Healthcare
1.27K
+ 23.53%
$143.34 - $165.86 $182K - $210K
6.66K $962K
VIG
Vanguard Dividend Appreciation

ETFs
435
+ 3.24%
N/A
13.9K $2.52M
GS
Goldman Sachs Group Inc

Financial Services
46
+ 7.15%
$486.1 - $608.57 $22.4K - $28K
689 $394K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
416
+ 2.47%
$72.18 - $81.41 $30K - $33.9K
17.3K $1.31M
GAB
Gabelli Equity Trust Inc

Financial Services
20K
+ 6.13%
$5.36 - $5.83 $107K - $117K
346K $1.86M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.87K
+ 7.81%
$44.21 - $46.46 $171K - $180K
53.4K $2.37M
ARCC
Ares Capital Corp

Financial Services
898
+ 1.96%
$20.74 - $22.27 $18.6K - $20K
46.7K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
322
+ 26.99%
$197.36 - $217.3 $63.5K - $70K
1.52K $300K
V
Visa Inc.

Financial Services
5
+ 0.36%
$273.87 - $320.91 $1.37K - $1.6K
1.39K $438K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
49
+ 2.46%
$172.07 - $207.36 $8.43K - $10.2K
2.04K $402K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.77K
+ 4.14%
$28.6 - $29.27 $136K - $140K
120K $3.44M
Activity Summary
Buys All Purchases 123 New Holdings 14 Increased Positions 109 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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