Accel Wealth Management Purchases in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
259
+ 0.96%
$45.65 - $57.01 $11.8K - $14.8K
27.2K $1.55M
XLF
Financial Sector Spdr

ETFs
909
+ 2.37%
$43.92 - $52.37 $39.9K - $47.6K
39.2K $2.05M
LMT
Lockheed Martin Corp

Industrials
325
+ 28.94%
$430.82 - $486.45 $140K - $158K
1.45K $670K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.9K
+ 4.52%
$43.65 - $45.44 $127K - $132K
67.1K $3.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
155
+ 7.48%
$141.37 - $228.57 $21.9K - $35.4K
2.23K $504K
MGK
Vanguard Mega Cap Growth ETF

ETFs
218
+ 17.21%
$273.67 - $366.17 $59.7K - $79.8K
1.49K $543K
PKB
Invesco Exchange Traded Fd Tr

ETFs
940
+ 17.71%
$62.05 - $80.65 $58.3K - $75.8K
6.25K $503K
CAT
Caterpillar Inc

Industrials
191
+ 16.75%
$273.94 - $388.21 $52.3K - $74.1K
1.33K $516K
GAB
Gabelli Equity Trust Inc

Financial Services
4.19K
+ 1.16%
$4.97 - $5.87 $20.8K - $24.6K
365K $2.12M
RVT
Royce Value Trust, Inc.

Financial Services
3.42K
+ 3.35%
$12.5 - $15.21 $42.8K - $52.1K
106K $1.59M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.25%
$484.66 - $738.09 $969 - $1.48K
793 $585K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
694
+ 14.83%
$61.92 - $81.5 $43K - $56.6K
5.37K $437K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.14%
$462.22 - $707.75 $462 - $708
700 $495K
XLK
Technology Sector Spdr

ETFs
172
+ 11.5%
$179.73 - $253.23 $30.9K - $43.6K
1.67K $422K
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 3.0%
$221.86 - $362.89 $10.9K - $17.8K
1.68K $533K
XLU
Utilities Sector Spdr

ETFs
368
+ 1.72%
$73.09 - $82.77 $26.9K - $30.5K
21.7K $1.78M
PK
Park Hotels & Resorts Inc.

Real Estate
10K
New
$8.85 - $11.18 $88.5K - $112K
10K $102K
WMT
Walmart Inc.

Consumer Defensive
340
+ 5.16%
$81.79 - $99.98 $27.8K - $34K
6.94K $678K
CASY
Caseys General Stores Inc

Consumer Cyclical
69
+ 8.95%
$415.82 - $510.91 $28.7K - $35.3K
840 $428K
GOOG
Alphabet Inc.

Communication Services
50
+ 1.26%
$146.58 - $180.01 $7.33K - $9K
4.01K $712K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.12K
+ 0.93%
$27.29 - $29.28 $30.4K - $32.6K
121K $3.54M
JPEM
Jp Morgan Diversified Return

ETFs
542
+ 3.51%
$48.41 - $56.7 $26.2K - $30.7K
16K $901K
AMP
Ameriprise Financial Inc

Financial Services
26
+ 1.83%
$422.19 - $533.73 $11K - $13.9K
1.45K $773K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.14%
$149.23 - $184.95 $746 - $925
3.46K $630K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
515
+ 1.72%
$17.76 - $22.1 $9.15K - $11.4K
30.5K $673K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.45K
+ 12.53%
$29.52 - $35.31 $42.9K - $51.3K
13.1K $460K
SPYG
Spdr Portfolio

ETFs
1
+ 0.02%
$71.83 - $95.32 $71.8 - $95.3
4.43K $422K
T
At&T Inc.

Communication Services
1.55K
+ 12.3%
$26.33 - $28.94 $40.7K - $44.8K
14.1K $408K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 3.55%
$908.13 - $1056.85 $21.8K - $25.4K
700 $692K
VLO
Valero Energy Corp

Energy
343
+ 14.8%
$104.69 - $141.77 $35.9K - $48.6K
2.66K $357K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.4K
+ 16.23%
$23.55 - $27.67 $33K - $38.8K
10K $277K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
441
+ 6.79%
$39.89 - $49.46 $17.6K - $21.8K
6.94K $343K
CET
Central Securities Corp

Financial Services
562
+ 8.12%
$40.74 - $47.86 $22.9K - $26.9K
7.48K $358K
EFA
Ishares Tr Msci Eafe ETF

ETFs
272
+ 8.7%
$72.96 - $90.39 $19.8K - $24.6K
3.4K $303K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
20
+ 0.44%
$42.19 - $56.47 $844 - $1.13K
4.6K $259K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
879
+ 4.09%
$45.2 - $46.6 $39.7K - $41K
22.4K $1.04M
VDC
Vanguard Consumer Staples ETF

ETFs
46
+ 0.49%
$204.89 - $224.73 $9.42K - $10.3K
9.37K $2.05M
DUK
Duke Energy Corp

Utilities
445
+ 15.91%
$112.46 - $124.05 $50K - $55.2K
3.24K $382K
PRU
Prudential Financial Inc

Financial Services
778
+ 7.6%
$95.12 - $112.71 $74K - $87.7K
11K $1.18M
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.69%
$452.51 - $568.19 $1.36K - $1.7K
440 $241K
ITOT
Ishares Core S&P Total U.S. St

ETFs
57
+ 3.45%
$108.12 - $135.04 $6.16K - $7.7K
1.71K $231K
BSX
Boston Scientific Corp

Healthcare
4
+ 0.09%
$89.7 - $107.41 $359 - $430
4.45K $477K
USB
Us Bancorp \De\

Financial Services
44
+ 0.63%
$36.4 - $45.76 $1.6K - $2.01K
7K $316K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
4
+ 0.03%
$24.6 - $29.86 $98.4 - $119
14.1K $420K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.07%
$29.12 - $35.84 $146 - $179
7.24K $259K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
292
+ 4.94%
$55.57 - $62.73 $16.2K - $18.3K
6.2K $382K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
40
+ 0.53%
$47.29 - $53.34 $1.89K - $2.13K
7.58K $398K
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.6%
$162.76 - $195.77 $1.63K - $1.96K
1.67K $326K
GM
General Motors CO

Consumer Cyclical
132
+ 3.03%
$42.48 - $50.46 $5.61K - $6.66K
4.49K $220K
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
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email