Accel Wealth Management Incresed Positions in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPEM
Jp Morgan Diversified Return

ETFs
542
+ 3.51%
$48.41 - $56.7 $26.2K - $30.7K
16K $901K
AMP
Ameriprise Financial Inc

Financial Services
26
+ 1.83%
$422.19 - $533.73 $11K - $13.9K
1.45K $773K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.14%
$149.23 - $184.95 $746 - $925
3.46K $630K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
515
+ 1.72%
$17.76 - $22.1 $9.15K - $11.4K
30.5K $673K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.45K
+ 12.53%
$29.52 - $35.31 $42.9K - $51.3K
13.1K $460K
SPYG
Spdr Portfolio

ETFs
1
+ 0.02%
$71.83 - $95.32 $71.8 - $95.3
4.43K $422K
T
At&T Inc.

Communication Services
1.55K
+ 12.3%
$26.33 - $28.94 $40.7K - $44.8K
14.1K $408K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 3.55%
$908.13 - $1056.85 $21.8K - $25.4K
700 $692K
VLO
Valero Energy Corp

Energy
343
+ 14.8%
$104.69 - $141.77 $35.9K - $48.6K
2.66K $357K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.4K
+ 16.23%
$23.55 - $27.67 $33K - $38.8K
10K $277K
CET
Central Securities Corp

Financial Services
562
+ 8.12%
$40.74 - $47.86 $22.9K - $26.9K
7.48K $358K
EFA
Ishares Tr Msci Eafe ETF

ETFs
272
+ 8.7%
$72.96 - $90.39 $19.8K - $24.6K
3.4K $303K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
20
+ 0.44%
$42.19 - $56.47 $844 - $1.13K
4.6K $259K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
879
+ 4.09%
$45.2 - $46.6 $39.7K - $41K
22.4K $1.04M
VDC
Vanguard Consumer Staples ETF

ETFs
46
+ 0.49%
$204.89 - $224.73 $9.42K - $10.3K
9.37K $2.05M
DUK
Duke Energy Corp

Utilities
445
+ 15.91%
$112.46 - $124.05 $50K - $55.2K
3.24K $382K
PRU
Prudential Financial Inc

Financial Services
778
+ 7.6%
$95.12 - $112.71 $74K - $87.7K
11K $1.18M
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.69%
$452.51 - $568.19 $1.36K - $1.7K
440 $241K
ITOT
Ishares Core S&P Total U.S. St

ETFs
57
+ 3.45%
$108.12 - $135.04 $6.16K - $7.7K
1.71K $231K
BSX
Boston Scientific Corp

Healthcare
4
+ 0.09%
$89.7 - $107.41 $359 - $430
4.45K $477K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
4
+ 0.03%
$24.6 - $29.86 $98.4 - $119
14.1K $420K
USB
Us Bancorp \De\

Financial Services
44
+ 0.63%
$36.4 - $45.76 $1.6K - $2.01K
7K $316K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5
+ 0.07%
$29.12 - $35.84 $146 - $179
7.24K $259K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
292
+ 4.94%
$55.57 - $62.73 $16.2K - $18.3K
6.2K $382K
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.6%
$162.76 - $195.77 $1.63K - $1.96K
1.67K $326K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
40
+ 0.53%
$47.29 - $53.34 $1.89K - $2.13K
7.58K $398K
GM
General Motors CO

Consumer Cyclical
132
+ 3.03%
$42.48 - $50.46 $5.61K - $6.66K
4.49K $220K
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
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
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
346
+ 0.47%
$7.05 - $8.02 $2.44K - $2.77K
73.4K $588K
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
XLB
Select Sector Spdr Fd Material

ETFs
13
+ 0.55%
$74.27 - $88.92 $966 - $1.16K
2.36K $206K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
109
+ 1.27%
$22.4 - $23.8 $2.44K - $2.59K
8.73K $207K
SO
Southern CO

Utilities
40
+ 1.73%
$84.91 - $92.56 $3.4K - $3.7K
2.35K $215K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
7
+ 0.05%
$15.52 - $17.13 $109 - $120
13.8K $236K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.16%
$77.94 - $79.5 $468 - $477
3.69K $293K
KO
Coca Cola CO

Consumer Defensive
76
+ 1.97%
$68.37 - $73.9 $5.2K - $5.62K
3.93K $277K
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5
+ 0.2%
$77.74 - $78.78 $389 - $394
2.56K $201K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
51
+ 0.77%
$41.42 - $46.68 $2.11K - $2.38K
6.68K $304K
American Healthcare Reit Inc
4.29K
+ 37.3%
N/A
15.8K $0
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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