Accel Wealth Management New Holdings in Q3 2024

Accel Wealth Management

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
49.5K
New
$43.99 - $46.63 $2.18M - $2.31M
49.5K $2.3M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
36.6K
New
$43.5 - $45.75 $1.59M - $1.67M
36.6K $1.67M
LGOV
First Tr ETF Iv Long Duration

ETFs
72.2K
New
$20.77 - $22.83 $1.5M - $1.65M
72.2K $1.62M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
21.4K
New
$44.46 - $48.11 $951K - $1.03M
21.4K $1.03M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19.2K
New
$44.9 - $47.55 $864K - $915K
19.2K $908K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.2K
New
$50.52 - $50.95 $770K - $777K
15.2K $775K
MUB
Ishares National Muni Bond ETF

ETFs
5.57K
New
$106.13 - $108.7 $591K - $605K
5.57K $605K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
10.7K
New
$42.73 - $44.94 $456K - $480K
10.7K $479K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2.96K
New
$97.96 - $124.99 $290K - $370K
2.96K $368K
TSLA
Tesla, Inc.

Consumer Cyclical
1.1K
New
$191.76 - $263.26 $211K - $289K
1.1K $287K
ANET
Arista Networks, Inc.

Technology
653
New
$311.42 - $388.21 $203K - $254K
653 $250K
XEL
Xcel Energy Inc

Utilities
3.69K
New
$52.11 - $65.3 $192K - $241K
3.69K $240K
IWF
Ishares Russell 1000 Gr ETF

ETFs
637
New
$332.02 - $382.76 $211K - $244K
637 $239K
DHI
Horton D R Inc

Consumer Cyclical
1.25K
New
$135.21 - $197.06 $169K - $246K
1.25K $237K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.16K
New
$64.35 - $75.71 $203K - $239K
3.16K $232K
GIS
General Mills Inc

Consumer Defensive
2.94K
New
$62.5 - $75.15 $184K - $221K
2.94K $216K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
4.75K
New
$39.95 - $45.86 $190K - $218K
4.75K $216K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.25K
New
$87.56 - $95.49 $197K - $215K
2.25K $215K
IWN
Ishares Russell2000 Val ETF

ETFs
1.28K
New
$150.05 - $171.34 $192K - $219K
1.28K $213K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4.13K
New
$43.9 - $52.34 $181K - $216K
4.13K $212K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.36K
New
$77.22 - $89.49 $182K - $211K
2.36K $210K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.4K
New
$77.23 - $87.97 $185K - $211K
2.4K $207K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.65K
New
$113.41 - $125.62 $188K - $208K
1.65K $207K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.57K
New
$53.41 - $57.9 $191K - $207K
3.57K $206K
SO
Southern CO

Utilities
2.27K
New
$77.0 - $90.52 $174K - $205K
2.27K $204K
RY
Royal Bank Of Canada

Financial Services
1.64K
New
$105.65 - $124.73 $173K - $204K
1.64K $203K
FSK
Fs Kkr Capital Corp

Financial Services
10K
New
$18.74 - $20.43 $187K - $204K
10K $197K
CHCT
Community Healthcare Trust Inc

Real Estate
10K
New
$15.86 - $27.51 $159K - $275K
10K $181K
SOUN
Soundhound Ai, Inc.

Technology
30.9K
New
$3.89 - $6.2 $120K - $191K
30.9K $143K
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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