Accel Wealth Management Purchases in Q4 2024

Accel Wealth Management

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 1.11%
$288.47 - $316.54 $3.46K - $3.8K
1.1K $318K
PKB
Invesco Exchange Traded Fd Tr

ETFs
55
+ 1.15%
$75.72 - $88.37 $4.16K - $4.86K
4.82K $364K
UNP
Union Pacific Corp

Industrials
4
+ 0.4%
$223.15 - $249.32 $893 - $997
998 $227K
SPGI
S&P Global Inc.

Financial Services
1
+ 0.1%
$480.36 - $529.17 $480 - $529
1.05K $522K
JPEM
Jp Morgan Diversified Return

ETFs
614
+ 5.08%
$51.88 - $57.84 $31.9K - $35.5K
12.7K $658K
XLB
Select Sector Spdr Fd Material

ETFs
8
+ 0.33%
$83.8 - $97.58 $670 - $781
2.41K $202K
IYK
Ishares U.S. Consumer Staples

ETFs
402
+ 3.51%
$65.32 - $70.92 $26.3K - $28.5K
11.8K $776K
MPW
Medical Properties Trust Inc

Real Estate
78
+ 0.46%
$3.72 - $5.77 $290 - $450
17.1K $67K
AEP
American Electric Power CO Inc

Utilities
12
+ 0.38%
$90.91 - $102.21 $1.09K - $1.23K
3.17K $292K
QCOM
Qualcomm Inc

Technology
140
+ 3.78%
$150.4 - $178.04 $21.1K - $24.9K
3.85K $591K
STWD
Starwood Property Trust, Inc.

Real Estate
197
+ 0.47%
$18.95 - $20.37 $3.73K - $4.01K
42K $795K
GD
General Dynamics Corp

Industrials
1
+ 0.06%
$260.28 - $314.03 $260 - $314
1.59K $418K
ICF
Ishares Tr

ETFs
5
+ 0.05%
$58.8 - $66.61 $294 - $333
10.9K $658K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
16.4K
+ 100.0%
$18.41 - $40.87 $302K - $670K
32.8K $606K
WPC
W. P. Carey Inc.

Real Estate
140
+ 1.39%
$53.44 - $61.33 $7.48K - $8.59K
10.2K $555K
MU
Micron Technology Inc

Technology
52
+ 1.24%
$84.16 - $113.41 $4.38K - $5.9K
4.26K $358K
VPU
Vanguard Utilities ETF

ETFs
158
+ 1.6%
$160.52 - $179.11 $25.4K - $28.3K
10.1K $1.64M
LLY
Eli Lilly & CO

Healthcare
45
+ 4.44%
$727.2 - $932.06 $32.7K - $41.9K
1.06K $816K
VTV
Vanguard Value ETF

ETFs
426
+ 1.36%
$168.32 - $181.87 $71.7K - $77.5K
31.8K $5.38M
NEE
Nextera Energy Inc

Utilities
145
+ 1.71%
$69.77 - $85.43 $10.1K - $12.4K
8.62K $617K
PEP
Pepsico Inc

Consumer Defensive
552
+ 4.08%
$151.29 - $176.1 $83.5K - $97.2K
14.1K $2.14M
VHT
Vanguard Health Care ETF

ETFs
231
+ 2.86%
$250.81 - $283.3 $57.9K - $65.4K
8.29K $2.1M
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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