Accel Wealth Management Purchases in Q1 2025

Accel Wealth Management

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
11.4K
+ 110.99%
N/A
21.6K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.33%
$408.78 - $448.82 $818 - $898
606 $254K
PKB
Invesco Exchange Traded Fd Tr

ETFs
490
+ 10.17%
$66.66 - $82.75 $32.7K - $40.5K
5.31K $356K
UUUU
Energy Fuels Inc

Energy
1.4K
+ 13.95%
$3.73 - $5.88 $5.23K - $8.24K
11.5K $42K
GS
Goldman Sachs Group Inc

Financial Services
10
+ 1.45%
$524.81 - $672.19 $5.25K - $6.72K
699 $381K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.23%
$460.39 - $552.64 $460 - $553
437 $208K
PECO
Phillips Edison & Company, Inc.

Real Estate
815
+ 2.47%
$34.43 - $37.49 $28.1K - $30.6K
33.9K $1.22M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
204
+ 1.79%
$32.49 - $37.99 $6.63K - $7.75K
11.6K $387K
CEG
Constellation Energy Corp

Utilities
134
+ 5.08%
$201.63 - $347.44 $27K - $46.6K
2.77K $569K
KULR
Kulr Technology Group, Inc.

Technology
2K
+ 11.36%
$1.13 - $3.47 $2.26K - $6.94K
19.6K $34K
USB
Us Bancorp \De\

Financial Services
40
+ 0.58%
$40.92 - $50.9 $1.64K - $2.04K
6.95K $293K
AXP
American Express CO

Financial Services
27
+ 1.65%
$255.39 - $325.87 $6.9K - $8.8K
1.66K $447K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.18%
$423.19 - $506.29 $846 - $1.01K
1.12K $501K
IWM
Ishares Russell 2000 ETF

ETFs
92
+ 2.66%
$198.1 - $229.79 $18.2K - $21.1K
3.55K $710K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
36
+ 1.77%
$165.25 - $224.62 $5.95K - $8.09K
2.07K $344K
AMP
Ameriprise Financial Inc

Financial Services
8
+ 0.57%
$472.29 - $575.13 $3.78K - $4.6K
1.42K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
122
+ 2.53%
$507.05 - $563.67 $61.9K - $68.8K
4.95K $2.53M
TROW
Price T Rowe Group Inc

Financial Services
13
+ 0.32%
$91.57 - $116.93 $1.19K - $1.52K
4.02K $369K
TSLA
Tesla, Inc.

Consumer Cyclical
374
+ 29.73%
$222.15 - $428.22 $83.1K - $160K
1.63K $422K
QQQ
Invesco Qqq Trust, Series 1

ETFs
610
+ 6.75%
$468.34 - $539.52 $286K - $329K
9.65K $4.52M
FV
First Trust Dorsey Wright Focu

ETFs
237
+ 0.65%
$53.91 - $63.03 $12.8K - $14.9K
36.9K $2.02M
RVT
Royce Value Trust, Inc.

Financial Services
704
+ 0.69%
$14.07 - $16.68 $9.91K - $11.7K
102K $1.46M
SOUN
Soundhound Ai, Inc.

Technology
2.59K
+ 9.29%
$8.12 - $20.62 $21K - $53.4K
30.5K $259K
BX
Blackstone Inc.

Financial Services
50
+ 0.36%
$136.53 - $186.74 $6.83K - $9.34K
13.9K $1.94M
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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