Accel Wealth Management Incresed Positions in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
60K
+ 18.2%
$28.92 - $32.19 $1.73M - $1.93M
389K $12.4M
CGDV
Capital Group Divid Value ETF

ETFs
58K
+ 91.2%
$39.59 - $42.21 $2.3M - $2.45M
122K $5.11M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
49.9K
+ 131.38%
$50.53 - $50.82 $2.52M - $2.54M
87.9K $4.45M
CGGR
Capital Group Growth ETF Shs C

ETFs
49K
+ 93.31%
$40.2 - $44.58 $1.97M - $2.18M
101K $4.46M
DFIV
Dimensional ETF Tr

ETFs
46.5K
+ 199.31%
$42.66 - $46.53 $1.98M - $2.16M
69.8K $3.22M
RDVY
First Trust Rising Dividend Ac

ETFs
26.6K
+ 43.18%
$62.38 - $67.29 $1.66M - $1.79M
88.3K $5.94M
ITA
Ishares Tr

ETFs
4.74K
+ 25.29%
$184.73 - $209.26 $876K - $992K
23.5K $4.92M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.44K
+ 14.31%
$546.99 - $602.2 $785K - $864K
11.5K $6.88M
KCE
Spdr S&P Capital Markets ETF

ETFs
7.31K
+ 54.53%
$145.94 - $157.83 $1.07M - $1.15M
20.7K $3.24M
DGRO
Ishares Core Dividend Growth E

ETFs
6.83K
+ 3.16%
$64.12 - $68.08 $438K - $465K
223K $15.1M
VTV
Vanguard Value ETF

ETFs
4.17K
+ 11.04%
$175.51 - $186.57 $732K - $779K
42K $7.83M
VTI
Vanguard Total Stock Market Et

ETFs
1.37K
+ 5.56%
$303.93 - $329.86 $417K - $453K
26.1K $8.55M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
26K
+ 198.81%
$35.42 - $38.65 $920K - $1M
39K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
4.6K
+ 300.33%
$171.38 - $197.01 $789K - $907K
6.14K $1.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.48K
+ 30.77%
$276.51 - $305.12 $684K - $755K
10.5K $3.13M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
31.1K
+ 143.8%
$24.39 - $24.93 $758K - $775K
52.7K $1.3M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
36.1K
+ 8.32%
$13.77 - $14.45 $497K - $522K
470K $6.79M
PLTR
Palantir Technologies Inc.

Technology
605
+ 4.62%
$130.68 - $186.97 $79.1K - $113K
13.7K $2.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.45K
+ 290.22%
$420.11 - $472.68 $611K - $687K
1.96K $899K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.31K
+ 18.9%
$97.75 - $100.75 $617K - $636K
39.7K $3.99M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.8K
+ 103.53%
$47.96 - $50.54 $520K - $548K
21.3K $1.08M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.81K
+ 27.97%
$79.89 - $83.25 $464K - $484K
26.6K $2.2M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.7K
+ 68.81%
$282.75 - $294.19 $482K - $501K
4.18K $1.23M
NEM
Newmont Corp

Basic Materials
562
+ 4.37%
$57.35 - $85.25 $32.2K - $47.9K
13.4K $1.13M
VNLA
Janus Henderson Short Duration

ETFs
7.2K
+ 3.04%
$48.99 - $49.29 $353K - $355K
244K $12M
AVGO
Broadcom Inc.

Technology
49
+ 0.75%
$264.74 - $369.57 $13K - $18.1K
6.54K $2.16M
RTX
Raytheon Technologies Corp

Industrials
154
+ 1.02%
$144.19 - $167.33 $22.2K - $25.8K
15.3K $2.56M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.34K
+ 43.52%
$82.22 - $96.68 $192K - $226K
7.71K $745K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.58K
+ 8.31%
$44.82 - $46.28 $250K - $258K
72.7K $3.35M
SOUN
Soundhound Ai, Inc.

Technology
7.76K
+ 25.75%
$10.11 - $18.05 $78.4K - $140K
37.9K $608K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 1.42%
$567.77 - $614.76 $42.6K - $46.1K
5.36K $3.28M
GOOG
Alphabet Inc.

Communication Services
21
+ 0.52%
$175.16 - $255.24 $3.68K - $5.36K
4.04K $982K
TSLA
Tesla, Inc.

Consumer Cyclical
87
+ 5.18%
$293.94 - $444.72 $25.6K - $38.7K
1.77K $786K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
720
+ 3.34%
$128.6 - $136.01 $92.6K - $97.9K
22.3K $3.02M
HTGC
Hercules Capital, Inc.

Financial Services
10.9K
+ 49.85%
$18.34 - $19.53 $201K - $214K
32.9K $622K
VUG
Vanguard Growth ETF

ETFs
93
+ 2.34%
$433.97 - $484.08 $40.4K - $45K
4.06K $1.95M
MU
Micron Technology Inc

Technology
28
+ 0.65%
$104.88 - $168.89 $2.94K - $4.73K
4.34K $726K
PKB
Invesco Exchange Traded Fd Tr

ETFs
1.26K
+ 20.17%
$81.29 - $95.6 $102K - $120K
7.51K $698K
META
Meta Platforms, Inc.

Communication Services
269
+ 33.92%
$695.21 - $791.73 $187K - $213K
1.06K $779K
MGK
Vanguard Mega Cap Growth ETF

ETFs
320
+ 21.55%
$362.31 - $405.74 $116K - $130K
1.81K $726K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
878
+ 12.73%
$100.4 - $119.58 $88.2K - $105K
7.78K $861K
VPU
Vanguard Utilities ETF

ETFs
262
+ 2.73%
$175.25 - $189.41 $45.9K - $49.6K
9.87K $1.87M
NOC
Northrop Grumman Corp

Industrials
3
+ 0.23%
$498.9 - $609.32 $1.5K - $1.83K
1.32K $801K
ARCC
Ares Capital Corp

Financial Services
10.5K
+ 20.33%
$20.41 - $23.25 $213K - $243K
61.9K $1.26M
XLF
Financial Sector Spdr

ETFs
1.23K
+ 3.13%
$51.37 - $54.25 $63.1K - $66.7K
40.4K $2.18M
CAT
Caterpillar Inc

Industrials
2
+ 0.15%
$390.92 - $477.15 $782 - $954
1.33K $636K
LMT
Lockheed Martin Corp

Industrials
112
+ 7.73%
$410.74 - $499.21 $46K - $55.9K
1.56K $778K
VLO
Valero Energy Corp

Energy
11
+ 0.41%
$131.77 - $175.63 $1.45K - $1.93K
2.67K $454K
GM
General Motors CO

Consumer Cyclical
407
+ 9.06%
$48.89 - $61.24 $19.9K - $24.9K
4.9K $298K
Activity Summary
Buys All Purchases 135 New Holdings 24 Increased Positions 111 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
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