Accel Wealth Management Incresed Positions in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
5.55K
+ 65.18%
N/A
14.1K $0
HTGC
Hercules Capital, Inc.

Financial Services
1.12K
+ 5.35%
$16.24 - $19.1 $18.1K - $21.3K
22K $401K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
541
+ 4.58%
N/A
12.4K $0
Ishares Bitcoin Trust ETF
1.26K
+ 8.23%
N/A
16.5K $0
Proshares Tr
3.37K
+ 19.73%
N/A
20.4K $0
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
23
+ 0.48%
$38.81 - $44.28 $893 - $1.02K
4.82K $204K
OGE
Oge Energy Corp.

Utilities
4
+ 0.07%
$42.23 - $46.38 $169 - $186
5.94K $263K
NEE
Nextera Energy Inc

Utilities
39
+ 0.46%
$64.11 - $75.0 $2.5K - $2.93K
8.5K $589K
EXC
Exelon Corp

Utilities
62
+ 1.11%
$42.2 - $47.37 $2.62K - $2.94K
5.66K $245K
AEP
American Electric Power CO Inc

Utilities
9
+ 0.37%
$98.59 - $109.11 $887 - $982
2.42K $250K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
70
+ 1.65%
$45.92 - $50.78 $3.21K - $3.55K
4.32K $201K
CSB
Victory Portf Ii Shs Us Small

ETFs
833
+ 2.44%
$49.98 - $58.24 $41.6K - $48.5K
35K $1.94M
LNT
Alliant Energy Corp

Utilities
49
+ 0.82%
$58.79 - $64.85 $2.88K - $3.18K
6.02K $364K
PECO
Phillips Edison & Company, Inc.

Real Estate
285
+ 0.84%
$33.53 - $37.33 $9.56K - $10.6K
34.2K $1.2M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
150
+ 0.34%
$3.97 - $5.84 $596 - $876
44.2K $223K
MRK
Merck & Co., Inc.

Healthcare
226
+ 4.13%
$73.47 - $87.12 $16.6K - $19.7K
5.7K $450K
DVN
Devon Energy Corp

Energy
780
+ 6.44%
$26.8 - $37.92 $20.9K - $29.6K
12.9K $410K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 1.79%
$483.48 - $539.8 $14K - $15.7K
1.65K $801K
XOM
Exxon Mobil Corp

Energy
33
+ 0.5%
$99.93 - $119.04 $3.3K - $3.93K
6.65K $716K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.16K
+ 855.95%
$105.72 - $1416.0 $228K - $3.05M
2.41K $268K
PG
Procter & Gamble CO

Consumer Defensive
219
+ 2.24%
$157.66 - $172.39 $34.5K - $37.8K
10K $1.59M
OKE
Oneok Inc

Energy
15
+ 0.31%
$78.71 - $100.37 $1.18K - $1.51K
4.79K $391K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
9.03K
+ 2.12%
$12.71 - $14.52 $115K - $131K
434K $6.04M
MYO
Myomo, Inc.

Healthcare
1.5K
+ 3.65%
$2.16 - $4.9 $3.24K - $7.35K
42.6K $91K
PEP
Pepsico Inc

Consumer Defensive
597
+ 4.37%
$128.02 - $151.37 $76.4K - $90.4K
14.2K $1.88M
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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