Accel Wealth Management Purchases in Q4 2024

Accel Wealth Management

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UUUU
Energy Fuels Inc

Energy
10.1K
New
$5.11 - $7.29 $51.4K - $73.3K
10.1K $51K
MA
Mastercard Inc

Financial Services
55
+ 9.53%
$491.3 - $536.15 $27K - $29.5K
632 $332K
OKE
Oneok Inc

Energy
30
+ 0.63%
$92.28 - $117.05 $2.77K - $3.51K
4.8K $481K
BA
Boeing CO

Industrials
22
+ 1.28%
$138.14 - $180.72 $3.04K - $3.98K
1.74K $307K
WMB
Williams Companies, Inc.

Energy
8
+ 0.16%
$46.37 - $59.74 $371 - $478
4.96K $268K
VB
Vanguard Small Cap ETF

ETFs
130
+ 5.13%
$233.76 - $261.58 $30.4K - $34K
2.67K $640K
BMY
Bristol Myers Squibb CO

Healthcare
271
+ 6.15%
$51.92 - $59.94 $14.1K - $16.2K
4.67K $264K
FV
First Trust Dorsey Wright Focu

ETFs
112
+ 0.31%
$57.47 - $62.82 $6.44K - $7.04K
36.7K $2.16M
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.76%
$873.59 - $994.69 $10.5K - $11.9K
695 $636K
HTGC
Hercules Capital, Inc.

Financial Services
1.15K
+ 7.28%
$18.53 - $20.22 $21.4K - $23.3K
17K $341K
SPYG
Spdr Portfolio

ETFs
1
+ 0.02%
$81.74 - $91.38 $81.7 - $91.4
5.02K $441K
META
Meta Platforms, Inc.

Communication Services
22
+ 3.15%
$554.08 - $632.68 $12.2K - $13.9K
720 $424K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.21K
+ 8.66%
$19.47 - $20.95 $81.9K - $88.1K
52.7K $1.03M
PID
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 1.63%
N/A
62.4K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
190
+ 5.05%
$174.22 - $187.62 $33.1K - $35.6K
3.95K $692K
SRLN
Ssga Active Trust

ETFs
395
+ 4.21%
$41.48 - $42.08 $16.4K - $16.6K
9.79K $408K
T
At&T Inc.

Communication Services
224
+ 1.86%
$21.22 - $23.88 $4.75K - $5.35K
12.2K $278K
XEL
Xcel Energy Inc

Utilities
23
+ 0.62%
$62.16 - $72.92 $1.43K - $1.68K
3.71K $250K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
264
+ 7.39%
$56.06 - $61.35 $14.8K - $16.2K
3.83K $216K
FTGC
First Trust Global Tactical CO

ETFs
29
+ 0.14%
$23.23 - $24.25 $674 - $703
21.2K $508K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2
+ 0.03%
$33.92 - $36.6 $67.8 - $73.2
7.26K $251K
ETN
Eaton Corp PLC

Industrials
1
+ 0.07%
$326.96 - $377.52 $327 - $378
1.4K $463K
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.15%
$261.5 - $284.63 $785 - $854
2.07K $545K
First Tr Exchng Traded Fd Vi
3.94K
+ 14.56%
N/A
31K $0
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
27
+ 0.44%
$60.51 - $65.57 $1.63K - $1.77K
6.19K $376K
First Tr Exchng Traded Fd Vi
5.33K
+ 18.98%
N/A
33.4K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
1.16K
+ 3.65%
$160.89 - $176.18 $186K - $204K
32.9K $5.32M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
11.1K
New
N/A
11.1K $0
Peakstone Realty Trust
201
+ 1.78%
N/A
11.5K $0
Arm Holdings PLC
3
+ 0.08%
N/A
3.56K $0
EOG
Eog Resources Inc

Energy
7
+ 0.39%
$118.22 - $136.54 $828 - $956
1.81K $221K
AINV
Apollo Investment Corp

Financial Services
69
+ 0.55%
N/A
12.6K $139K
American Healthcare Reit Inc
10.3K
New
N/A
10.3K $0
Arista Networks Inc
2.59K
New
N/A
2.59K $0
Proshares Tr
8.56K
New
N/A
8.56K $0
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 0.86%
$118.38 - $133.06 $3.55K - $3.99K
3.51K $422K
ITA
Ishares Tr

ETFs
493
+ 2.92%
$144.31 - $157.31 $71.1K - $77.6K
17.4K $2.52M
VDC
Vanguard Consumer Staples ETF

ETFs
300
+ 3.33%
$210.96 - $223.62 $63.3K - $67.1K
9.32K $1.97M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7
+ 0.19%
$77.86 - $79.27 $545 - $555
3.68K $287K
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.16%
$162.69 - $181.35 $325 - $363
1.28K $209K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8
+ 0.28%
$77.02 - $78.58 $616 - $629
2.88K $222K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
7
+ 0.15%
$47.11 - $50.8 $330 - $356
4.61K $217K
LGOV
First Tr ETF Iv Long Duration

ETFs
5.06K
+ 7.01%
$20.75 - $22.49 $105K - $114K
77.2K $1.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6
+ 0.38%
$442.29 - $483.08 $2.65K - $2.9K
1.59K $722K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3
+ 0.07%
$105.45 - $117.99 $316 - $354
4.3K $456K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
24
+ 0.51%
$43.02 - $47.32 $1.03K - $1.14K
4.77K $206K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27
+ 0.41%
$51.09 - $55.27 $1.38K - $1.49K
6.65K $340K
VNLA
Janus Henderson Short Duration

ETFs
368
+ 0.17%
$48.82 - $49.11 $18K - $18.1K
221K $10.8M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
64
+ 1.55%
$46.46 - $51.66 $2.97K - $3.31K
4.19K $201K
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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