Accel Wealth Management Reduced Holdings in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
-8.24K
- 34.5%
$118.37 - $129.65 $975K - $1.07M
15.6K $1.95M
CSB
Victory Portf Ii Shs Us Small

ETFs
-12K
- 34.21%
$55.33 - $60.22 $663K - $722K
23.1K $1.36M
DE
Deere & CO

Industrials
-244
- 3.37%
$457.26 - $524.37 $112K - $128K
7K $3.2M
VHT
Vanguard Health Care ETF

ETFs
-2.16K
- 27.13%
$239.12 - $259.95 $517K - $562K
5.81K $1.51M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.85K
- 5.59%
$211.65 - $238.24 $391K - $440K
31.2K $6.85M
ICF
Ishares Tr

ETFs
-5.91K
- 62.91%
$59.57 - $62.89 $352K - $372K
3.49K $214K
KMI
Kinder Morgan, Inc.

Energy
-7.96K
- 8.39%
$26.23 - $28.5 $209K - $227K
86.9K $2.46M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-12.7K
- 11.71%
$23.6 - $24.47 $300K - $311K
95.9K $2.35M
CEG
Constellation Energy Corp

Utilities
-871
- 30.97%
$298.82 - $354.89 $260K - $309K
1.94K $638K
FV
First Trust Dorsey Wright Focu

ETFs
-5.53K
- 16.09%
$59.23 - $62.14 $327K - $343K
28.8K $1.78M
AXP
American Express CO

Financial Services
-737
- 40.81%
$294.27 - $342.31 $217K - $252K
1.07K $355K
FTSL
First Trust Senior Ln Fund

ETFs
-4.67K
- 15.09%
$45.81 - $46.18 $214K - $216K
26.3K $1.2M
IYK
Ishares U.S. Consumer Staples

ETFs
-2.78K
- 24.26%
$67.65 - $71.68 $188K - $199K
8.69K $594K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-8.28K
- 6.84%
$28.95 - $29.73 $240K - $246K
113K $3.35M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-12.9K
- 8.18%
$16.46 - $17.1 $212K - $220K
145K $2.46M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-13.6K
- 25.8%
$14.11 - $14.94 $192K - $203K
39.1K $570K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-4.16K
- 16.74%
$67.1 - $74.29 $279K - $309K
20.7K $1.52M
VEA
Vanguard Ftse Developed Market

ETFs
-4.11K
- 15.1%
$56.02 - $60.3 $230K - $248K
23.1K $1.38M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-4.15K
- 15.39%
$49.98 - $52.24 $207K - $217K
22.8K $1.19M
HNDL
Strategy Shs

ETFs
-7.98K
- 25.35%
$21.41 - $22.28 $171K - $178K
23.5K $523K
COST
Costco Wholesale Corp

Consumer Defensive
-112
- 16.0%
$915.95 - $994.57 $103K - $111K
588 $544K
DIS
Walt Disney CO

Communication Services
-850
- 23.85%
$112.25 - $124.0 $95.4K - $105K
2.71K $310K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.95K
- 25.22%
$55.61 - $57.37 $108K - $112K
5.77K $328K
PM
Philip Morris International Inc.

Consumer Defensive
-199
- 5.75%
$157.77 - $183.27 $31.4K - $36.5K
3.26K $529K
EDV
Vanguard Extended Duration Tre

ETFs
-1.71K
- 11.39%
$63.28 - $69.5 $108K - $118K
13.3K $907K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-6.39K
- 13.71%
$18.82 - $19.8 $120K - $126K
40.2K $780K
CRM
Salesforce, Inc.

Technology
-97
- 4.88%
$231.66 - $273.65 $22.5K - $26.5K
1.89K $447K
SPGI
S&P Global Inc.

Financial Services
-100
- 9.51%
$484.94 - $564.15 $48.5K - $56.4K
952 $463K
PRU
Prudential Financial Inc

Financial Services
-478
- 4.34%
$100.68 - $109.89 $48.1K - $52.5K
10.5K $1.09M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-5.7K
- 27.07%
$14.46 - $15.29 $82.4K - $87.1K
15.3K $230K
XLU
Utilities Sector Spdr

ETFs
-2.32K
- 10.65%
$81.14 - $87.32 $188K - $202K
19.4K $1.69M
VBR
Vanguard Small Cap Value ETF

ETFs
-493
- 29.45%
$195.41 - $212.37 $96.3K - $105K
1.18K $246K
PG
Procter & Gamble CO

Consumer Defensive
-143
- 1.43%
$150.47 - $161.22 $21.5K - $23.1K
9.86K $1.51M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-4.37K
- 24.97%
$18.93 - $19.47 $82.6K - $85K
13.1K $253K
OKE
Oneok Inc

Energy
-497
- 10.37%
$71.36 - $83.47 $35.5K - $41.5K
4.3K $313K
BSX
Boston Scientific Corp

Healthcare
-332
- 7.47%
$97.03 - $108.14 $32.2K - $35.9K
4.11K $401K
T
At&T Inc.

Communication Services
-2.34K
- 16.53%
$26.94 - $29.62 $62.9K - $69.2K
11.8K $333K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-2.56K
- 19.47%
$25.83 - $26.47 $66.2K - $67.8K
10.6K $278K
IBM
International Business Machines Corp

Technology
-1
- 0.02%
$234.77 - $292.47 $235 - $292
4.41K $1.24M
FTGC
First Trust Global Tactical CO

ETFs
-2.79K
- 15.74%
$24.67 - $26.32 $68.8K - $73.4K
14.9K $386K
ETN
Eaton Corp PLC

Industrials
-182
- 13.57%
$342.99 - $392.76 $62.4K - $71.5K
1.16K $433K
VZ
Verizon Communications Inc

Communication Services
-1.03K
- 12.91%
$40.84 - $45.06 $41.9K - $46.3K
6.93K $304K
XLP
Consumer Staples Sector Spdr

ETFs
-531
- 11.68%
N/A
4.02K $305K
DVN
Devon Energy Corp

Energy
-2.28K
- 17.69%
$31.75 - $36.99 $72.5K - $84.4K
10.6K $372K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-973
- 17.72%
$52.12 - $55.33 $50.7K - $53.8K
4.52K $249K
LLY
Eli Lilly & CO

Healthcare
-25
- 2.57%
$625.65 - $812.69 $15.6K - $20.3K
946 $721K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-119
- 7.22%
$459.11 - $506.91 $54.6K - $60.3K
1.53K $769K
CSCO
Cisco Systems, Inc.

Technology
-355
- 3.99%
$66.2 - $71.79 $23.5K - $25.5K
8.55K $585K
AINV
Apollo Investment Corp

Financial Services
-2.73K
- 19.89%
N/A
11K $122K
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
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email