Accel Wealth Management Incresed Positions in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
172
+ 0.51%
$94.31 - $157.99 $16.2K - $27.2K
34K $5.37M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.51K
+ 1.08%
$22.27 - $29.21 $78.1K - $102K
330K $9.62M
MSFT
Microsoft Corp

Technology
203
+ 2.13%
$354.56 - $497.45 $72K - $101K
9.73K $4.84M
VTI
Vanguard Total Stock Market Et

ETFs
1.78K
+ 7.77%
$243.75 - $303.93 $434K - $541K
24.7K $7.5M
AMZN
Amazon Com Inc

Consumer Cyclical
771
+ 2.39%
$167.32 - $223.3 $129K - $172K
33K $7.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
382
+ 3.96%
$416.06 - $551.64 $159K - $211K
10K $5.53M
PLTR
Palantir Technologies Inc.

Technology
1.54K
+ 13.34%
$74.01 - $144.25 $114K - $222K
13.1K $1.78M
ITA
Ishares Tr

ETFs
670
+ 3.71%
$135.31 - $188.64 $90.7K - $126K
18.8K $3.54M
DGRO
Ishares Core Dividend Growth E

ETFs
2.42K
+ 1.13%
$55.22 - $63.94 $134K - $155K
216K $13.8M
VNLA
Janus Henderson Short Duration

ETFs
14.9K
+ 6.71%
$48.74 - $49.2 $725K - $732K
237K $11.6M
CGDV
Capital Group Divid Value ETF

ETFs
11K
+ 20.95%
$31.93 - $39.49 $352K - $435K
63.6K $2.51M
CGGR
Capital Group Growth ETF Shs C

ETFs
9.11K
+ 20.99%
$30.53 - $40.65 $278K - $370K
52.5K $2.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
330
+ 6.67%
$456.74 - $568.03 $151K - $187K
5.28K $3M
GLD
Spdr Gold Trust

ETFs
940
+ 11.68%
$273.71 - $316.29 $257K - $297K
8.99K $2.74M
KCE
Spdr S&P Capital Markets ETF

ETFs
1.31K
+ 10.86%
$108.52 - $144.93 $143K - $190K
13.4K $1.94M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
687
+ 3.29%
$101.93 - $128.63 $70K - $88.4K
21.6K $2.78M
RDVY
First Trust Rising Dividend Ac

ETFs
2.04K
+ 3.41%
$51.6 - $62.74 $105K - $128K
61.7K $3.87M
CEG
Constellation Energy Corp

Utilities
38
+ 1.37%
$170.96 - $322.76 $6.5K - $12.3K
2.81K $907K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
12.2K
+ 129.04%
$23.32 - $24.45 $284K - $298K
21.6K $528K
VUG
Vanguard Growth ETF

ETFs
65
+ 1.67%
$329.49 - $438.4 $21.4K - $28.5K
3.97K $1.74M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.36K
+ 7.03%
$63.36 - $80.23 $86.4K - $109K
20.8K $1.67M
VBK
Vanguard Small Cap Growth ETF

ETFs
332
+ 4.3%
$219.76 - $276.94 $73K - $91.9K
8.04K $2.23M
AMD
Advanced Micro Devices Inc

Technology
404
+ 8.21%
$78.21 - $143.81 $31.6K - $58.1K
5.32K $755K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.81K
+ 14.5%
$49.79 - $50.75 $239K - $244K
38K $1.93M
VTV
Vanguard Value ETF

ETFs
114
+ 0.3%
$153.67 - $176.74 $17.5K - $20.1K
37.8K $6.68M
XSMO
Invesco S&P Smallcap Momentum

ETFs
850
+ 3.54%
$55.15 - $68.11 $46.9K - $57.9K
24.9K $1.69M
IBM
International Business Machines Corp

Technology
13
+ 0.3%
$221.03 - $294.78 $2.87K - $3.83K
4.41K $1.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
30
+ 0.08%
$141.87 - $164.49 $4.26K - $4.93K
36K $5.92M
VEA
Vanguard Ftse Developed Market

ETFs
259
+ 0.96%
$45.65 - $57.01 $11.8K - $14.8K
27.2K $1.55M
LMT
Lockheed Martin Corp

Industrials
325
+ 28.94%
$430.82 - $486.45 $140K - $158K
1.45K $670K
XLF
Financial Sector Spdr

ETFs
909
+ 2.37%
$43.92 - $52.37 $39.9K - $47.6K
39.2K $2.05M
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
AXP
American Express CO

Financial Services
144
+ 8.66%
$231.39 - $318.98 $33.3K - $45.9K
1.81K $576K
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
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
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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