Accel Wealth Management Purchases in Q1 2025

Accel Wealth Management

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
555
+ 0.25%
$48.89 - $49.21 $27.1K - $27.3K
222K $10.9M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.12K
+ 12.26%
$69.69 - $79.99 $148K - $169K
19.4K $1.38M
T
At&T Inc.

Communication Services
343
+ 2.8%
$21.56 - $28.28 $7.4K - $9.7K
12.6K $355K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.47K
+ 45.61%
$67.24 - $84.27 $98.6K - $124K
4.68K $319K
HTGC
Hercules Capital, Inc.

Financial Services
3.84K
+ 22.57%
$18.01 - $22.0 $69.1K - $84.4K
20.8K $401K
XLU
Utilities Sector Spdr

ETFs
75
+ 0.35%
$74.7 - $80.27 $5.6K - $6.02K
21.4K $1.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.94K
+ 26.38%
$27.01 - $28.54 $52.3K - $55.3K
9.28K $255K
ABT
Abbott Laboratories

Healthcare
31
+ 1.23%
$111.1 - $140.22 $3.44K - $4.35K
2.55K $337K
EXC
Exelon Corp

Utilities
70
+ 1.27%
$37.3 - $46.08 $2.61K - $3.23K
5.6K $258K
WMT
Walmart Inc.

Consumer Defensive
740
+ 12.64%
$84.5 - $105.05 $62.5K - $77.7K
6.6K $578K
VDC
Vanguard Consumer Staples ETF

ETFs
4
+ 0.04%
$206.54 - $226.16 $826 - $905
9.32K $2.01M
STWD
Starwood Property Trust, Inc.

Real Estate
112
+ 0.27%
$18.41 - $20.53 $2.06K - $2.3K
42.1K $832K
COP
Conocophillips

Energy
52
+ 0.97%
$88.6 - $105.85 $4.61K - $5.5K
5.41K $568K
MA
Mastercard Inc

Financial Services
39
+ 6.17%
$504.67 - $576.31 $19.7K - $22.5K
671 $367K
LNT
Alliant Energy Corp

Utilities
41
+ 0.69%
$56.66 - $66.04 $2.32K - $2.71K
5.97K $384K
META
Meta Platforms, Inc.

Communication Services
71
+ 9.86%
$576.36 - $736.67 $40.9K - $52.3K
791 $456K
BA
Boeing CO

Industrials
239
+ 13.78%
$148.15 - $186.25 $35.4K - $44.5K
1.97K $336K
OGE
Oge Energy Corp.

Utilities
2
+ 0.03%
$39.76 - $46.32 $79.5 - $92.6
5.93K $272K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 1.09%
$279.74 - $321.29 $3.36K - $3.86K
1.11K $346K
VBK
Vanguard Small Cap Growth ETF

ETFs
843
+ 12.27%
$247.97 - $296.33 $209K - $250K
7.71K $1.95M
VLO
Valero Energy Corp

Energy
16
+ 0.7%
$121.76 - $142.99 $1.95K - $2.29K
2.32K $306K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
22
+ 0.02%
$28.55 - $29.09 $628 - $640
120K $3.46M
NRG
Nrg Energy, Inc.

Utilities
3
+ 0.09%
$84.82 - $113.33 $254 - $340
3.48K $332K
MU
Micron Technology Inc

Technology
80
+ 1.88%
$86.89 - $109.38 $6.95K - $8.75K
4.34K $376K
UNH
Unitedhealth Group Inc

Healthcare
16
+ 3.36%
$461.52 - $548.18 $7.38K - $8.77K
492 $257K
GD
General Dynamics Corp

Industrials
4
+ 0.25%
$241.94 - $272.58 $968 - $1.09K
1.59K $434K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
62
+ 1.48%
$45.62 - $51.12 $2.83K - $3.17K
4.25K $216K
SPGI
S&P Global Inc.

Financial Services
7
+ 0.67%
$478.26 - $543.77 $3.35K - $3.81K
1.06K $537K
EOG
Eog Resources Inc

Energy
31
+ 1.71%
$120.54 - $138.05 $3.74K - $4.28K
1.84K $235K
DEA
Easterly Government Properties, Inc.

Real Estate
2K
+ 20.0%
$10.26 - $11.77 $20.5K - $23.5K
12K $126K
AINV
Apollo Investment Corp

Financial Services
1.07K
+ 8.54%
N/A
13.7K $151K
UNP
Union Pacific Corp

Industrials
8
+ 0.8%
$225.21 - $254.42 $1.8K - $2.04K
1.01K $237K
VBR
Vanguard Small Cap Value ETF

ETFs
149
+ 9.83%
$183.02 - $207.75 $27.3K - $31K
1.66K $308K
QCOM
Qualcomm Inc

Technology
43
+ 1.12%
$151.94 - $175.86 $6.53K - $7.56K
3.89K $597K
CAT
Caterpillar Inc

Industrials
119
+ 11.66%
$326.75 - $407.63 $38.9K - $48.5K
1.14K $375K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
251
+ 1.26%
$18.54 - $18.88 $4.65K - $4.74K
20.2K $377K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.11%
$77.7 - $78.94 $311 - $316
3.69K $291K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
18
+ 0.38%
$42.18 - $45.16 $759 - $813
4.79K $209K
KCE
Spdr S&P Capital Markets ETF

ETFs
1.07K
+ 9.7%
$122.39 - $146.44 $131K - $157K
12.1K $1.52M
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.09%
N/A
4.51K $343K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
735
+ 6.64%
N/A
11.8K $0
First Tr Exchng Traded Fd Vi
8.51K
New
N/A
8.51K $0
American Healthcare Reit Inc
1.19K
+ 11.53%
N/A
11.5K $0
First Tr Exchng Traded Fd Vi
9.95K
+ 29.81%
N/A
43.3K $0
Arm Holdings PLC
55
+ 1.55%
N/A
3.61K $0
Arista Networks Inc
32
+ 1.23%
N/A
2.62K $0
Proshares Tr
8.51K
+ 99.39%
N/A
17.1K $0
Ishares Bitcoin Trust ETF
2.07K
+ 15.69%
N/A
15.3K $0
Peakstone Realty Trust
531
+ 4.63%
N/A
12K $0
Activity Summary
Buys All Purchases 125 New Holdings 15 Increased Positions 110 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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