Accel Wealth Management Purchases in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IYK
Ishares U.S. Consumer Staples

ETFs
208
+ 1.85%
$67.29 - $72.42 $14K - $15.1K
11.5K $808K
WMB
Williams Companies, Inc.

Energy
7
+ 0.17%
$54.33 - $62.87 $380 - $440
4.06K $255K
ARCC
Ares Capital Corp

Financial Services
1.06K
+ 2.11%
$18.91 - $22.43 $20.1K - $23.9K
51.4K $1.13M
ABT
Abbott Laboratories

Healthcare
19
+ 0.75%
$123.95 - $138.08 $2.36K - $2.62K
2.57K $349K
FPE
First Tr Pfd Secs & Income ETF

ETFs
97
+ 0.2%
$16.93 - $17.81 $1.64K - $1.73K
49.7K $884K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
346
+ 0.47%
$7.05 - $8.02 $2.44K - $2.77K
73.4K $588K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15
+ 0.27%
$45.11 - $52.34 $677 - $785
5.49K $287K
VIG
Vanguard Dividend Appreciation

ETFs
59
+ 0.43%
N/A
13.8K $2.51M
HDV
Ishares Core High Dividend ETF

ETFs
100
+ 5.99%
$108.41 - $120.51 $10.8K - $12.1K
1.77K $207K
XEL
Xcel Energy Inc

Utilities
245
+ 7.37%
$65.65 - $72.39 $16.1K - $17.7K
3.57K $243K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
109
+ 1.27%
$22.4 - $23.8 $2.44K - $2.59K
8.73K $207K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
7
+ 0.05%
$15.52 - $17.13 $109 - $120
13.8K $236K
SO
Southern CO

Utilities
40
+ 1.73%
$84.91 - $92.56 $3.4K - $3.7K
2.35K $215K
KO
Coca Cola CO

Consumer Defensive
76
+ 1.97%
$68.37 - $73.9 $5.2K - $5.62K
3.93K $277K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.16%
$77.94 - $79.5 $468 - $477
3.69K $293K
XLP
Consumer Staples Sector Spdr

ETFs
34
+ 0.75%
N/A
4.55K $345K
FSK
Fs Kkr Capital Corp

Financial Services
150
+ 1.5%
$17.95 - $21.5 $2.69K - $3.23K
10.2K $210K
AINV
Apollo Investment Corp

Financial Services
80
+ 0.59%
N/A
13.7K $152K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
51
+ 0.77%
$41.42 - $46.68 $2.11K - $2.38K
6.68K $304K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5
+ 0.2%
$77.74 - $78.78 $389 - $394
2.56K $201K
First Tr Exchng Traded Fd Vi
5.55K
+ 65.18%
N/A
14.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
541
+ 4.58%
N/A
12.4K $0
Exchange Traded Concepts Tru
4.62K
New
N/A
4.62K $0
HTGC
Hercules Capital, Inc.

Financial Services
1.12K
+ 5.35%
$16.24 - $19.1 $18.1K - $21.3K
22K $401K
Aegon LTD
16K
New
N/A
16K $0
American Healthcare Reit Inc
4.29K
+ 37.3%
N/A
15.8K $0
Ishares Bitcoin Trust ETF
1.26K
+ 8.23%
N/A
16.5K $0
Proshares Tr
3.37K
+ 19.73%
N/A
20.4K $0
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
23
+ 0.48%
$38.81 - $44.28 $893 - $1.02K
4.82K $204K
OGE
Oge Energy Corp.

Utilities
4
+ 0.07%
$42.23 - $46.38 $169 - $186
5.94K $263K
NEE
Nextera Energy Inc

Utilities
39
+ 0.46%
$64.11 - $75.0 $2.5K - $2.93K
8.5K $589K
EXC
Exelon Corp

Utilities
62
+ 1.11%
$42.2 - $47.37 $2.62K - $2.94K
5.66K $245K
AEP
American Electric Power CO Inc

Utilities
9
+ 0.37%
$98.59 - $109.11 $887 - $982
2.42K $250K
INTC
Intel Corp

Technology
41
+ 0.08%
$18.13 - $22.69 $743 - $930
50.7K $1.14M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
70
+ 1.65%
$45.92 - $50.78 $3.21K - $3.55K
4.32K $201K
CSB
Victory Portf Ii Shs Us Small

ETFs
833
+ 2.44%
$49.98 - $58.24 $41.6K - $48.5K
35K $1.94M
LNT
Alliant Energy Corp

Utilities
49
+ 0.82%
$58.79 - $64.85 $2.88K - $3.18K
6.02K $364K
PECO
Phillips Edison & Company, Inc.

Real Estate
285
+ 0.84%
$33.53 - $37.33 $9.56K - $10.6K
34.2K $1.2M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
150
+ 0.34%
$3.97 - $5.84 $596 - $876
44.2K $223K
MRK
Merck & Co., Inc.

Healthcare
226
+ 4.13%
$73.47 - $87.12 $16.6K - $19.7K
5.7K $450K
DVN
Devon Energy Corp

Energy
780
+ 6.44%
$26.8 - $37.92 $20.9K - $29.6K
12.9K $410K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 1.79%
$483.48 - $539.8 $14K - $15.7K
1.65K $801K
XOM
Exxon Mobil Corp

Energy
33
+ 0.5%
$99.93 - $119.04 $3.3K - $3.93K
6.65K $716K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.16K
+ 855.95%
$105.72 - $1416.0 $228K - $3.05M
2.41K $268K
PG
Procter & Gamble CO

Consumer Defensive
219
+ 2.24%
$157.66 - $172.39 $34.5K - $37.8K
10K $1.59M
OKE
Oneok Inc

Energy
15
+ 0.31%
$78.71 - $100.37 $1.18K - $1.51K
4.79K $391K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
9.03K
+ 2.12%
$12.71 - $14.52 $115K - $131K
434K $6.04M
MYO
Myomo, Inc.

Healthcare
1.5K
+ 3.65%
$2.16 - $4.9 $3.24K - $7.35K
42.6K $91K
PEP
Pepsico Inc

Consumer Defensive
597
+ 4.37%
$128.02 - $151.37 $76.4K - $90.4K
14.2K $1.88M
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
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