Accel Wealth Management Incresed Positions in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
48
+ 7.25%
$656.44 - $753.15 $31.5K - $36.2K
710 $510K
XEL
Xcel Energy Inc

Utilities
326
+ 9.13%
$67.56 - $80.65 $22K - $26.3K
3.9K $314K
CET
Central Securities Corp

Financial Services
881
+ 11.77%
$47.84 - $51.7 $42.1K - $45.5K
8.36K $429K
VB
Vanguard Small Cap ETF

ETFs
106
+ 4.25%
$237.58 - $259.17 $25.2K - $27.5K
2.6K $661K
GE
General Electric CO

Industrials
103
+ 11.91%
$244.75 - $305.63 $25.2K - $31.5K
968 $291K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.57%
$696.56 - $806.32 $2.79K - $3.23K
704 $560K
PAVE
Global X Fds Us Infrastructure

ETFs
15
+ 0.1%
$44.02 - $47.63 $660 - $714
15.5K $739K
APH
Amphenol Corp

Technology
29
+ 1.24%
$97.39 - $125.4 $2.82K - $3.64K
2.37K $292K
CASY
Caseys General Stores Inc

Consumer Cyclical
25
+ 2.98%
$494.52 - $565.32 $12.4K - $14.1K
865 $489K
WPC
W. P. Carey Inc.

Real Estate
83
+ 0.82%
$61.29 - $68.7 $5.09K - $5.7K
10.2K $692K
XLK
Technology Sector Spdr

ETFs
31
+ 1.86%
$250.97 - $282.66 $7.78K - $8.76K
1.7K $478K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
2
+ 0.01%
$29.58 - $33.6 $59.2 - $67.2
14.1K $473K
DUK
Duke Energy Corp

Utilities
233
+ 7.19%
$116.31 - $125.93 $27.1K - $29.3K
3.48K $430K
WMT
Walmart Inc.

Consumer Defensive
84
+ 1.21%
$94.4 - $104.27 $7.93K - $8.76K
7.02K $723K
LNT
Alliant Energy Corp

Utilities
41
+ 0.68%
$60.76 - $67.41 $2.49K - $2.76K
6.06K $408K
LGOV
First Tr ETF Iv Long Duration

ETFs
998
+ 1.63%
$20.98 - $22.03 $20.9K - $22K
62.3K $1.35M
VO
Vanguard Mid Cap ETF

ETFs
54
+ 2.83%
$279.83 - $293.74 $15.1K - $15.9K
1.96K $575K
SPYG
Spdr Portfolio

ETFs
6
+ 0.14%
$94.33 - $105.31 $566 - $632
4.44K $463K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
103
+ 1.48%
$49.43 - $54.52 $5.09K - $5.62K
7.04K $381K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.51%
$158.59 - $198.69 $1.11K - $1.39K
1.39K $267K
NET
Cloudflare, Inc.

Technology
1
+ 0.05%
$181.39 - $228.28 $181 - $228
1.83K $391K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
279
+ 6.07%
$54.01 - $60.18 $15.1K - $16.8K
4.88K $292K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
19
+ 0.25%
$52.31 - $56.47 $994 - $1.07K
7.6K $429K
PK
Park Hotels & Resorts Inc.

Real Estate
2K
+ 20.0%
$10.17 - $12.13 $20.3K - $24.3K
12K $132K
EFA
Ishares Tr Msci Eafe ETF

ETFs
128
+ 3.77%
$87.29 - $93.61 $11.2K - $12K
3.53K $329K
UBER
Uber Technologies, Inc

Technology
99
+ 3.41%
$86.91 - $99.57 $8.6K - $9.86K
3K $294K
USB
Us Bancorp \De\

Financial Services
19
+ 0.27%
$43.94 - $50.41 $835 - $958
7.02K $339K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.58%
$103.26 - $115.0 $1.45K - $1.61K
2.43K $273K
ITOT
Ishares Core S&P Total U.S. St

ETFs
14
+ 0.82%
$135.0 - $146.02 $1.89K - $2.04K
1.73K $251K
ILPT
Industrial Logistics Properties Trust

Real Estate
1K
+ 9.41%
$4.53 - $6.45 $4.55K - $6.48K
11.7K $68K
SMR
Nuscale Power Corp

Industrials
1.08K
+ 18.53%
$32.65 - $51.67 $35.1K - $55.5K
6.88K $247K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
736
+ 7.61%
$20.24 - $21.27 $14.9K - $15.7K
10.4K $219K
SCHX
Schwab Strategic Tr Us Large C

ETFs
19
+ 0.21%
$24.46 - $26.5 $465 - $504
9.15K $240K
XLV
Select Sector Spdr Fund Health

ETFs
57
+ 3.77%
$129.01 - $139.72 $7.35K - $7.96K
1.57K $218K
BA
Boeing CO

Industrials
1
+ 0.05%
$209.79 - $237.38 $210 - $237
1.96K $423K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.2%
$435.72 - $463.74 $436 - $464
493 $228K
OGE
Oge Energy Corp.

Utilities
1
+ 0.02%
$43.46 - $46.27 $43.5 - $46.3
5.94K $274K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
6
+ 0.04%
$17.13 - $17.98 $103 - $108
13.8K $245K
SO
Southern CO

Utilities
22
+ 0.94%
$90.83 - $96.0 $2K - $2.11K
2.37K $224K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
21
+ 0.44%
$42.43 - $45.05 $891 - $946
4.84K $212K
VIG
Vanguard Dividend Appreciation

ETFs
38
+ 0.28%
N/A
13.8K $2.52M
SRLN
Ssga Active Trust

ETFs
136
+ 1.47%
$41.28 - $41.65 $5.61K - $5.66K
9.37K $389K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
68
+ 1.57%
$45.54 - $48.43 $3.1K - $3.29K
4.39K $204K
WMB
Williams Companies, Inc.

Energy
6
+ 0.15%
$56.52 - $64.01 $339 - $384
4.07K $257K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.16%
$78.96 - $80.04 $474 - $480
3.7K $295K
Ishares Bitcoin Trust ETF
3.29K
+ 19.89%
N/A
19.8K $0
Arm Holdings PLC
79
+ 2.24%
N/A
3.6K $0
Exchange Traded Concepts Tru
10.6K
+ 229.11%
N/A
15.2K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.56K
+ 12.63%
N/A
13.9K $0
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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