Accel Wealth Management Purchases in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GTLB
Gitlab Inc.

Technology
4.45K
New
$38.82 - $50.43 $173K - $224K
4.45K $200K
PKB
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 20.17%
$81.29 - $95.6 $102K - $120K
7.51K $698K
MU
Micron Technology Inc

Technology
28
+ 0.65%
$104.88 - $168.89 $2.94K - $4.73K
4.34K $726K
META
Meta Platforms, Inc.

Communication Services
269
+ 33.92%
$695.21 - $791.73 $187K - $213K
1.06K $779K
MGK
Vanguard Mega Cap Growth ETF

ETFs
320
+ 21.55%
$362.31 - $405.74 $116K - $130K
1.81K $726K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
878
+ 12.73%
$100.4 - $119.58 $88.2K - $105K
7.78K $861K
VPU
Vanguard Utilities ETF

ETFs
262
+ 2.73%
$175.25 - $189.41 $45.9K - $49.6K
9.87K $1.87M
NOC
Northrop Grumman Corp

Industrials
3
+ 0.23%
$498.9 - $609.32 $1.5K - $1.83K
1.32K $801K
ARCC
Ares Capital Corp

Financial Services
10.5K
+ 20.33%
$20.41 - $23.25 $213K - $243K
61.9K $1.26M
XLF
Financial Sector Spdr

ETFs
1.23K
+ 3.13%
$51.37 - $54.25 $63.1K - $66.7K
40.4K $2.18M
LTRX
Lantronix Inc

Technology
24.2K
New
$2.82 - $4.97 $68.2K - $120K
24.2K $109K
LMT
Lockheed Martin Corp

Industrials
112
+ 7.73%
$410.74 - $499.21 $46K - $55.9K
1.56K $778K
VLO
Valero Energy Corp

Energy
11
+ 0.41%
$131.77 - $175.63 $1.45K - $1.93K
2.67K $454K
GM
General Motors CO

Consumer Cyclical
407
+ 9.06%
$48.89 - $61.24 $19.9K - $24.9K
4.9K $298K
CET
Central Securities Corp

Financial Services
881
+ 11.77%
$47.84 - $51.7 $42.1K - $45.5K
8.36K $429K
VGT
Vanguard Information Technolog

ETFs
48
+ 7.25%
$656.44 - $753.15 $31.5K - $36.2K
710 $510K
XEL
Xcel Energy Inc

Utilities
326
+ 9.13%
$67.56 - $80.65 $22K - $26.3K
3.9K $314K
VB
Vanguard Small Cap ETF

ETFs
106
+ 4.25%
$237.58 - $259.17 $25.2K - $27.5K
2.6K $661K
GE
General Electric CO

Industrials
103
+ 11.91%
$244.75 - $305.63 $25.2K - $31.5K
968 $291K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.57%
$696.56 - $806.32 $2.79K - $3.23K
704 $560K
PAVE
Global X Fds Us Infrastructure

ETFs
15
+ 0.1%
$44.02 - $47.63 $660 - $714
15.5K $739K
APH
Amphenol Corp

Technology
29
+ 1.24%
$97.39 - $125.4 $2.82K - $3.64K
2.37K $292K
CASY
Caseys General Stores Inc

Consumer Cyclical
25
+ 2.98%
$494.52 - $565.32 $12.4K - $14.1K
865 $489K
WPC
W. P. Carey Inc.

Real Estate
83
+ 0.82%
$61.29 - $68.7 $5.09K - $5.7K
10.2K $692K
HON
Honeywell International Inc

Industrials
548
+ 20.83%
$207.7 - $240.4 $114K - $132K
3.18K $669K
XLK
Technology Sector Spdr

ETFs
31
+ 1.86%
$250.97 - $282.66 $7.78K - $8.76K
1.7K $478K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
2
+ 0.01%
$29.58 - $33.6 $59.2 - $67.2
14.1K $473K
DUK
Duke Energy Corp

Utilities
233
+ 7.19%
$116.31 - $125.93 $27.1K - $29.3K
3.48K $430K
WMT
Walmart Inc.

Consumer Defensive
84
+ 1.21%
$94.4 - $104.27 $7.93K - $8.76K
7.02K $723K
LNT
Alliant Energy Corp

Utilities
41
+ 0.68%
$60.76 - $67.41 $2.49K - $2.76K
6.06K $408K
VO
Vanguard Mid Cap ETF

ETFs
54
+ 2.83%
$279.83 - $293.74 $15.1K - $15.9K
1.96K $575K
LGOV
First Tr ETF Iv Long Duration

ETFs
998
+ 1.63%
$20.98 - $22.03 $20.9K - $22K
62.3K $1.35M
SPYG
Spdr Portfolio

ETFs
6
+ 0.14%
$94.33 - $105.31 $566 - $632
4.44K $463K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.51%
$158.59 - $198.69 $1.11K - $1.39K
1.39K $267K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
103
+ 1.48%
$49.43 - $54.52 $5.09K - $5.62K
7.04K $381K
NET
Cloudflare, Inc.

Technology
1
+ 0.05%
$181.39 - $228.28 $181 - $228
1.83K $391K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
279
+ 6.07%
$54.01 - $60.18 $15.1K - $16.8K
4.88K $292K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
19
+ 0.25%
$52.31 - $56.47 $994 - $1.07K
7.6K $429K
PK
Park Hotels & Resorts Inc.

Real Estate
2K
+ 20.0%
$10.17 - $12.13 $20.3K - $24.3K
12K $132K
EFA
Ishares Tr Msci Eafe ETF

ETFs
128
+ 3.77%
$87.29 - $93.61 $11.2K - $12K
3.53K $329K
UBER
Uber Technologies, Inc

Technology
99
+ 3.41%
$86.91 - $99.57 $8.6K - $9.86K
3K $294K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.58%
$103.26 - $115.0 $1.45K - $1.61K
2.43K $273K
USB
Us Bancorp \De\

Financial Services
19
+ 0.27%
$43.94 - $50.41 $835 - $958
7.02K $339K
ILPT
Industrial Logistics Properties Trust

Real Estate
1K
+ 9.41%
$4.53 - $6.45 $4.55K - $6.48K
11.7K $68K
ITOT
Ishares Core S&P Total U.S. St

ETFs
14
+ 0.82%
$135.0 - $146.02 $1.89K - $2.04K
1.73K $251K
SMR
Nuscale Power Corp

Industrials
1.08K
+ 18.53%
$32.65 - $51.67 $35.1K - $55.5K
6.88K $247K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19
+ 0.21%
$24.46 - $26.5 $465 - $504
9.15K $240K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
736
+ 7.61%
$20.24 - $21.27 $14.9K - $15.7K
10.4K $219K
XLV
Select Sector Spdr Fund Health

ETFs
57
+ 3.77%
$129.01 - $139.72 $7.35K - $7.96K
1.57K $218K
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
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