Accel Wealth Management New Holdings in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
1.3K
New
$122.82 - $218.63 $160K - $285K
1.3K $285K
UBER
Uber Technologies, Inc

Technology
2.9K
New
$64.62 - $93.3 $188K - $271K
2.9K $270K
CRWD
Crowd Strike Holdings, Inc.

Technology
528
New
$321.63 - $509.31 $170K - $269K
528 $268K
IYW
Ishares Dj Us Tech ETF

ETFs
1.53K
New
$122.57 - $173.27 $188K - $266K
1.53K $265K
ATI
Allegheny Technologies Inc

Industrials
2.99K
New
$41.97 - $86.8 $126K - $260K
2.99K $258K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.94K
New
$50.08 - $63.14 $197K - $249K
3.94K $248K
FPX
First Trust Us Equity Opportun

ETFs
1.7K
New
$99.2 - $144.91 $168K - $246K
1.7K $246K
APH
Amphenol Corp

Technology
2.34K
New
$59.09 - $98.75 $138K - $231K
2.34K $230K
ROK
Rockwell Automation, Inc

Industrials
690
New
$218.97 - $332.17 $151K - $229K
690 $229K
SMR
Nuscale Power Corp

Industrials
5.8K
New
$12.6 - $43.24 $73.1K - $251K
5.8K $229K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.13K
New
$19.6 - $24.44 $179K - $223K
9.13K $223K
GE
General Electric CO

Industrials
865
New
$166.81 - $257.39 $144K - $223K
865 $222K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.26K
New
$53.65 - $67.02 $175K - $218K
3.26K $218K
IWF
Ishares Russell 1000 Gr ETF

ETFs
501
New
$320.42 - $424.58 $161K - $213K
501 $211K
RY
Royal Bank Of Canada

Financial Services
1.57K
New
$108.36 - $131.55 $170K - $207K
1.57K $206K
GXO
Gxo Logistics, Inc.

Industrials
4.22K
New
$31.53 - $49.1 $133K - $207K
4.22K $205K
XLV
Select Sector Spdr Fund Health

ETFs
1.51K
New
$128.77 - $144.3 $195K - $218K
1.51K $203K
IWN
Ishares Russell2000 Val ETF

ETFs
1.28K
New
$131.84 - $157.76 $169K - $202K
1.28K $202K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
9.67K
New
$15.84 - $20.94 $153K - $203K
9.67K $202K
FCX
Freeport Mcmoran Inc

Basic Materials
4.62K
New
$29.15 - $44.46 $135K - $206K
4.62K $200K
PK
Park Hotels & Resorts Inc.

Real Estate
10K
New
$8.85 - $11.18 $88.5K - $112K
10K $102K
Exchange Traded Concepts Tru
4.62K
New
N/A
4.62K $0
Aegon LTD
16K
New
N/A
16K $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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