Accel Wealth Management Incresed Positions in Q3 2024

Accel Wealth Management

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
27.5K
+ 31.38%
$28.11 - $29.42 $773K - $809K
115K $3.39M
DGRO
Ishares Core Dividend Growth E

ETFs
1.1K
+ 0.7%
$57.47 - $62.76 $63.4K - $69.3K
158K $9.91M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.52K
+ 5.03%
$149.02 - $167.67 $226K - $255K
31.7K $5.32M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
50.3K
+ 15.91%
$14.16 - $14.47 $713K - $728K
367K $5.28M
AAPL
Apple Inc.

Technology
380
+ 1.29%
$207.23 - $234.82 $78.7K - $89.2K
29.7K $6.93M
XLU
Utilities Sector Spdr

ETFs
6.43K
+ 45.39%
$67.67 - $80.78 $435K - $519K
20.6K $1.66M
EDV
Vanguard Extended Duration Tre

ETFs
6.7K
+ 39.75%
$70.73 - $83.52 $474K - $559K
23.5K $1.88M
VTI
Vanguard Total Stock Market Et

ETFs
855
+ 3.64%
$255.18 - $283.2 $218K - $242K
24.4K $6.9M
VTV
Vanguard Value ETF

ETFs
599
+ 1.95%
$159.75 - $174.57 $95.7K - $105K
31.3K $5.47M
VPU
Vanguard Utilities ETF

ETFs
1.68K
+ 20.43%
$146.64 - $174.54 $246K - $293K
9.9K $1.72M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.81K
+ 11.53%
$96.25 - $101.98 $271K - $287K
27.2K $2.76M
ITA
Ishares Tr

ETFs
187
+ 1.12%
$131.58 - $149.64 $24.6K - $28K
16.9K $2.52M
NVDA
Nvidia Corp

Technology
3.02K
+ 8.21%
$98.91 - $134.91 $298K - $407K
39.7K $4.82M
VDE
Vanguard Energy ETF

ETFs
3.97K
+ 10.02%
$117.44 - $131.06 $466K - $521K
43.6K $5.34M
RDVY
First Trust Rising Dividend Ac

ETFs
1.3K
+ 2.94%
$53.68 - $59.24 $69.8K - $77.1K
45.5K $2.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
631
+ 11.08%
$240.48 - $267.94 $152K - $169K
6.33K $1.69M
IYK
Ishares U.S. Consumer Staples

ETFs
3K
+ 35.56%
$65.27 - $72.12 $196K - $217K
11.4K $807K
PLTR
Palantir Technologies Inc.

Technology
740
+ 4.19%
$24.09 - $37.95 $17.8K - $28.1K
18.4K $684K
CSB
Victory Portf Ii Shs Us Small

ETFs
1.76K
+ 7.16%
$52.46 - $59.54 $92.5K - $105K
26.4K $1.55M
CGDV
Capital Group Divid Value ETF

ETFs
5.1K
+ 38.69%
$32.96 - $36.48 $168K - $186K
18.3K $666K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.11K
+ 14.26%
$65.15 - $72.97 $137K - $154K
16.9K $1.23M
CEG
Constellation Energy Corp

Utilities
502
+ 40.22%
$167.08 - $262.86 $83.9K - $132K
1.75K $455K
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.1%
$99.55 - $123.34 $896 - $1.11K
9.32K $1.13M
XLF
Financial Sector Spdr

ETFs
1.25K
+ 3.84%
$40.84 - $45.74 $51.2K - $57.3K
33.9K $1.53M
RSP
Invesco S&P 500 Equal Weight E

ETFs
788
+ 26.48%
$162.83 - $179.16 $128K - $141K
3.76K $674K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
8.87K
+ 73.54%
$18.36 - $19.08 $163K - $169K
20.9K $399K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.34K
+ 15.02%
$19.48 - $20.97 $123K - $133K
48.5K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
208
+ 15.08%
$405.19 - $478.57 $84.3K - $99.5K
1.59K $730K
KCE
Spdr S&P Capital Markets ETF

ETFs
125
+ 1.19%
$110.03 - $126.01 $13.8K - $15.8K
10.7K $1.33M
VHT
Vanguard Health Care ETF

ETFs
136
+ 1.72%
$261.88 - $288.1 $35.6K - $39.2K
8.06K $2.28M
VDC
Vanguard Consumer Staples ETF

ETFs
106
+ 1.19%
$201.77 - $221.32 $21.4K - $23.5K
9.02K $1.97M
XSMO
Invesco S&P Smallcap Momentum

ETFs
889
+ 5.72%
$59.5 - $67.14 $52.9K - $59.7K
16.4K $1.09M
RVT
Royce Value Trust, Inc.

Financial Services
151
+ 0.12%
$14.28 - $16.01 $2.16K - $2.42K
122K $1.92M
INTC
Intel Corp

Technology
10.7K
+ 80.16%
$18.9 - $34.87 $202K - $373K
24K $564K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.29K
+ 26.12%
$92.63 - $105.69 $119K - $136K
6.22K $648K
JNJ
Johnson & Johnson

Healthcare
319
+ 6.29%
$145.48 - $167.38 $46.4K - $53.4K
5.39K $873K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
401
+ 3.08%
$110.22 - $120.89 $44.2K - $48.5K
13.4K $1.61M
GAB
Gabelli Equity Trust Inc

Financial Services
4.79K
+ 1.49%
$5.15 - $5.6 $24.7K - $26.8K
326K $1.79M
MCD
Mcdonalds Corp

Consumer Cyclical
238
+ 28.1%
$245.82 - $304.51 $58.5K - $72.5K
1.09K $330K
JPM
Jpmorgan Chase & CO

Financial Services
176
+ 2.03%
$194.9 - $224.8 $34.3K - $39.6K
8.84K $1.86M
PM
Philip Morris International Inc.

Consumer Defensive
318
+ 10.06%
$101.25 - $127.45 $32.2K - $40.5K
3.48K $422K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.35K
+ 27.96%
$30.71 - $34.79 $72.3K - $81.9K
10.8K $374K
WMT
Walmart Inc.

Consumer Defensive
199
+ 3.35%
$66.91 - $81.4 $13.3K - $16.2K
6.13K $495K
AXP
American Express CO

Financial Services
60
+ 3.65%
$225.92 - $271.17 $13.6K - $16.3K
1.7K $462K
STWD
Starwood Property Trust, Inc.

Real Estate
1.12K
+ 2.76%
$18.75 - $21.11 $21.1K - $23.7K
41.8K $852K
QQQ
Invesco Qqq Trust, Series 1

ETFs
6
+ 0.07%
$434.77 - $502.96 $2.61K - $3.02K
8.79K $4.29M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
925
+ 5.98%
$36.98 - $41.55 $34.2K - $38.4K
16.4K $673K
IWM
Ishares Russell 2000 ETF

ETFs
69
+ 2.01%
$200.87 - $224.6 $13.9K - $15.5K
3.5K $772K
WPC
W. P. Carey Inc.

Real Estate
43
+ 0.43%
$54.63 - $63.96 $2.35K - $2.75K
10.1K $626K
Activity Summary
Buys All Purchases 141 New Holdings 30 Increased Positions 111 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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