Accel Wealth Management Reduced Holdings in Q4 2024

Accel Wealth Management

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
-103K
- 93.72%
$43.98 - $53.66 $4.53M - $5.53M
6.91K $330K
PRU
Prudential Financial Inc

Financial Services
-4.7K
- 32.11%
$114.59 - $129.52 $539K - $609K
9.94K $1.18M
FTSL
First Trust Senior Ln Fund

ETFs
-10.9K
- 22.92%
$45.9 - $46.48 $498K - $505K
36.5K $1.69M
DE
Deere & CO

Industrials
-1.01K
- 14.38%
$389.45 - $466.0 $392K - $469K
6K $2.54M
EDV
Vanguard Extended Duration Tre

ETFs
-1.36K
- 5.79%
$67.27 - $79.67 $91.7K - $109K
22.2K $1.5M
HNDL
Strategy Shs

ETFs
-12.7K
- 28.6%
$21.25 - $22.4 $270K - $285K
31.7K $676K
RVT
Royce Value Trust, Inc.

Financial Services
-20.4K
- 16.75%
$15.15 - $16.9 $309K - $345K
102K $1.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.82K
- 4.02%
$126.68 - $134.74 $230K - $245K
43.4K $5.53M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.95K
- 3.18%
$23.17 - $26.26 $68.2K - $77.3K
89.7K $2.16M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.9K
- 33.68%
$34.13 - $37.35 $167K - $183K
9.65K $329K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-6.98K
- 10.72%
$14.4 - $15.83 $100K - $110K
58.1K $845K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-11.1K
- 6.49%
$17.93 - $18.8 $200K - $209K
160K $2.92M
VEA
Vanguard Ftse Developed Market

ETFs
-438
- 1.51%
$47.57 - $52.44 $20.8K - $23K
28.5K $1.36M
BHK
Blackrock Core Bond Trust

Financial Services
-1.16K
- 1.22%
$10.39 - $12.03 $12.1K - $14K
93.9K $981K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-3.58K
- 3.0%
$23.75 - $25.68 $85K - $91.9K
116K $2.78M
LMT
Lockheed Martin Corp

Industrials
-78
- 6.51%
$479.66 - $614.62 $37.4K - $47.9K
1.12K $544K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.29K
- 4.98%
$31.23 - $33.51 $71.4K - $76.6K
43.6K $1.37M
ABBV
Abb Vie Inc.

Healthcare
-192
- 3.55%
$164.99 - $203.87 $31.7K - $39.1K
5.21K $926K
AMD
Advanced Micro Devices Inc

Technology
-45
- 1.46%
$118.88 - $172.8 $5.35K - $7.78K
3.04K $366K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-136
- 0.5%
$96.64 - $101.23 $13.1K - $13.8K
27.1K $2.62M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.79K
- 13.18%
$57.53 - $60.83 $103K - $109K
11.8K $678K
ADM
Archer Daniels Midland CO

Consumer Defensive
-138
- 1.15%
$49.38 - $59.52 $6.81K - $8.21K
11.9K $601K
MSFT
Microsoft Corp

Technology
-77
- 0.8%
$406.35 - $454.46 $31.3K - $35K
9.59K $4.04M
STNE
Stone Co Ltd.

Technology
-570
- 1.7%
$7.88 - $11.59 $4.49K - $6.61K
33K $263K
DVN
Devon Energy Corp

Energy
-756
- 5.52%
$30.52 - $42.96 $23.1K - $32.5K
12.9K $423K
CVX
Chevron Corp

Energy
-636
- 9.06%
$141.15 - $162.53 $89.8K - $103K
6.38K $924K
DUK
Duke Energy Corp

Utilities
-722
- 19.09%
$105.76 - $120.76 $76.4K - $87.2K
3.06K $329K
NEM
Newmont Corp

Basic Materials
-5
- 0.08%
$37.0 - $58.68 $185 - $293
6.16K $229K
MRK
Merck & Co., Inc.

Healthcare
-165
- 2.86%
$96.31 - $114.76 $15.9K - $18.9K
5.61K $558K
VLO
Valero Energy Corp

Energy
-475
- 17.11%
$118.59 - $144.02 $56.3K - $68.4K
2.3K $282K
UNH
Unitedhealth Group Inc

Healthcare
-85
- 15.15%
$485.52 - $625.25 $41.3K - $53.1K
476 $240K
VZ
Verizon Communications Inc

Communication Services
-933
- 9.61%
$39.6 - $45.21 $36.9K - $42.2K
8.77K $350K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.21K
- 5.5%
$11.42 - $12.5 $36.6K - $40.1K
55K $634K
XOM
Exxon Mobil Corp

Energy
-195
- 3.05%
$105.51 - $125.37 $20.6K - $24.4K
6.2K $666K
NOC
Northrop Grumman Corp

Industrials
-8
- 0.59%
$466.52 - $543.88 $3.73K - $4.35K
1.34K $627K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.77K
- 4.97%
$17.65 - $18.18 $48.8K - $50.3K
52.9K $935K
PG
Procter & Gamble CO

Consumer Defensive
-61
- 0.59%
$161.05 - $179.7 $9.82K - $11K
10.3K $1.73M
RTX
Raytheon Technologies Corp

Industrials
-133
- 1.43%
$114.45 - $127.21 $15.2K - $16.9K
9.19K $1.06M
HYLS
First Tr Tactical High Yield L

ETFs
-1.39K
- 18.89%
$41.29 - $42.03 $57.2K - $58.2K
5.95K $245K
TROW
Price T Rowe Group Inc

Financial Services
-676
- 14.44%
$106.48 - $124.69 $72K - $84.3K
4.01K $453K
FPX
First Trust Us Equity Opportun

ETFs
-686
- 25.35%
$109.38 - $131.9 $75K - $90.5K
2.02K $241K
LNT
Alliant Energy Corp

Utilities
-769
- 11.47%
$56.24 - $63.63 $43.2K - $48.9K
5.93K $350K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.68K
- 4.6%
$45.35 - $47.21 $76.3K - $79.4K
34.9K $1.62M
CET
Central Securities Corp

Financial Services
-1.05K
- 13.14%
$45.38 - $49.1 $47.5K - $51.4K
6.92K $316K
VOD
Vodafone Group Public LTD CO

Communication Services
-569
- 2.06%
$8.37 - $9.95 $4.76K - $5.66K
27.1K $229K
CAT
Caterpillar Inc

Industrials
-46
- 4.31%
$360.37 - $416.88 $16.6K - $19.2K
1.02K $370K
KO
Coca Cola CO

Consumer Defensive
-99
- 2.5%
$61.74 - $71.71 $6.11K - $7.1K
3.86K $240K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-3.07K
- 3.8%
$7.83 - $8.16 $24K - $25K
77.6K $609K
PECO
Phillips Edison & Company, Inc.

Real Estate
-878
- 2.59%
$35.96 - $39.8 $31.6K - $34.9K
33.1K $1.24M
Activity Summary
Buys All Purchases 123 New Holdings 14 Increased Positions 109 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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