Accel Wealth Management Purchases in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
172
+ 0.51%
$94.31 - $157.99 $16.2K - $27.2K
34K $5.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.51K
+ 1.08%
$22.27 - $29.21 $78.1K - $102K
330K $9.62M
MSFT
Microsoft Corp

Technology
203
+ 2.13%
$354.56 - $497.45 $72K - $101K
9.73K $4.84M
VTI
Vanguard Total Stock Market Et

ETFs
1.78K
+ 7.77%
$243.75 - $303.93 $434K - $541K
24.7K $7.5M
AMZN
Amazon Com Inc

Consumer Cyclical
771
+ 2.39%
$167.32 - $223.3 $129K - $172K
33K $7.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
382
+ 3.96%
$416.06 - $551.64 $159K - $211K
10K $5.53M
PLTR
Palantir Technologies Inc.

Technology
1.54K
+ 13.34%
$74.01 - $144.25 $114K - $222K
13.1K $1.78M
ITA
Ishares Tr

ETFs
670
+ 3.71%
$135.31 - $188.64 $90.7K - $126K
18.8K $3.54M
DGRO
Ishares Core Dividend Growth E

ETFs
2.42K
+ 1.13%
$55.22 - $63.94 $134K - $155K
216K $13.8M
VNLA
Janus Henderson Short Duration

ETFs
14.9K
+ 6.71%
$48.74 - $49.2 $725K - $732K
237K $11.6M
CGDV
Capital Group Divid Value ETF

ETFs
11K
+ 20.95%
$31.93 - $39.49 $352K - $435K
63.6K $2.51M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.11K
+ 20.99%
$30.53 - $40.65 $278K - $370K
52.5K $2.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
330
+ 6.67%
$456.74 - $568.03 $151K - $187K
5.28K $3M
GLD
Spdr Gold Trust

ETFs
940
+ 11.68%
$273.71 - $316.29 $257K - $297K
8.99K $2.74M
KCE
Spdr S&P Capital Markets ETF

ETFs
1.31K
+ 10.86%
$108.52 - $144.93 $143K - $190K
13.4K $1.94M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
687
+ 3.29%
$101.93 - $128.63 $70K - $88.4K
21.6K $2.78M
RDVY
First Trust Rising Dividend Ac

ETFs
2.04K
+ 3.41%
$51.6 - $62.74 $105K - $128K
61.7K $3.87M
CEG
Constellation Energy Corp

Utilities
38
+ 1.37%
$170.96 - $322.76 $6.5K - $12.3K
2.81K $907K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
12.2K
+ 129.04%
$23.32 - $24.45 $284K - $298K
21.6K $528K
VUG
Vanguard Growth ETF

ETFs
65
+ 1.67%
$329.49 - $438.4 $21.4K - $28.5K
3.97K $1.74M
ORCL
Oracle Corp

Technology
1.3K
New
$122.82 - $218.63 $160K - $285K
1.3K $285K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.36K
+ 7.03%
$63.36 - $80.23 $86.4K - $109K
20.8K $1.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
332
+ 4.3%
$219.76 - $276.94 $73K - $91.9K
8.04K $2.23M
UBER
Uber Technologies, Inc

Technology
2.9K
New
$64.62 - $93.3 $188K - $271K
2.9K $270K
CRWD
Crowd Strike Holdings, Inc.

Technology
528
New
$321.63 - $509.31 $170K - $269K
528 $268K
IYW
Ishares Dj Us Tech ETF

ETFs
1.53K
New
$122.57 - $173.27 $188K - $266K
1.53K $265K
ATI
Allegheny Technologies Inc

Industrials
2.99K
New
$41.97 - $86.8 $126K - $260K
2.99K $258K
AMD
Advanced Micro Devices Inc

Technology
404
+ 8.21%
$78.21 - $143.81 $31.6K - $58.1K
5.32K $755K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.94K
New
$50.08 - $63.14 $197K - $249K
3.94K $248K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.81K
+ 14.5%
$49.79 - $50.75 $239K - $244K
38K $1.93M
FPX
First Trust Us Equity Opportun

ETFs
1.7K
New
$99.2 - $144.91 $168K - $246K
1.7K $246K
VTV
Vanguard Value ETF

ETFs
114
+ 0.3%
$153.67 - $176.74 $17.5K - $20.1K
37.8K $6.68M
APH
Amphenol Corp

Technology
2.34K
New
$59.09 - $98.75 $138K - $231K
2.34K $230K
XSMO
Invesco S&P Smallcap Momentum

ETFs
850
+ 3.54%
$55.15 - $68.11 $46.9K - $57.9K
24.9K $1.69M
ROK
Rockwell Automation, Inc

Industrials
690
New
$218.97 - $332.17 $151K - $229K
690 $229K
SMR
Nuscale Power Corp

Industrials
5.8K
New
$12.6 - $43.24 $73.1K - $251K
5.8K $229K
MDT
Medtronic PLC

Healthcare
2.57K
New
$80.68 - $88.86 $207K - $228K
2.57K $224K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.13K
New
$19.6 - $24.44 $179K - $223K
9.13K $223K
GE
General Electric CO

Industrials
865
New
$166.81 - $257.39 $144K - $223K
865 $222K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.26K
New
$53.65 - $67.02 $175K - $218K
3.26K $218K
IWF
Ishares Russell 1000 Gr ETF

ETFs
501
New
$320.42 - $424.58 $161K - $213K
501 $211K
RY
Royal Bank Of Canada

Financial Services
1.57K
New
$108.36 - $131.55 $170K - $207K
1.57K $206K
IBM
International Business Machines Corp

Technology
13
+ 0.3%
$221.03 - $294.78 $2.87K - $3.83K
4.41K $1.3M
GXO
Gxo Logistics, Inc.

Industrials
4.22K
New
$31.53 - $49.1 $133K - $207K
4.22K $205K
XLV
Select Sector Spdr Fund Health

ETFs
1.51K
New
$128.77 - $144.3 $195K - $218K
1.51K $203K
IWN
Ishares Russell2000 Val ETF

ETFs
1.28K
New
$131.84 - $157.76 $169K - $202K
1.28K $202K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
9.67K
New
$15.84 - $20.94 $153K - $203K
9.67K $202K
FCX
Freeport Mcmoran Inc

Basic Materials
4.62K
New
$29.15 - $44.46 $135K - $206K
4.62K $200K
VOE
Vanguard Mid Cap Value Index F

ETFs
30
+ 0.08%
$141.87 - $164.49 $4.26K - $4.93K
36K $5.92M
Activity Summary
Buys All Purchases 150 New Holdings 24 Increased Positions 126 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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