Accel Wealth Management Reduced Holdings in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
-519
- 13.55%
$98.67 - $111.52 $51.2K - $57.9K
3.31K $339K
FVD
First Tr Value Line Divid Inde

ETFs
-2.03K
- 4.79%
$44.73 - $46.86 $90.9K - $95.2K
40.4K $1.87M
PECO
Phillips Edison & Company, Inc.

Real Estate
-85
- 0.25%
$33.04 - $36.15 $2.81K - $3.07K
34.1K $1.17M
MLM
Martin Marietta Materials Inc

Basic Materials
-100
- 22.73%
$546.36 - $631.12 $54.6K - $63.1K
340 $214K
EMR
Emerson Electric CO

Industrials
-152
- 4.19%
$128.6 - $149.63 $19.5K - $22.7K
3.48K $456K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.96K
- 4.7%
$30.67 - $32.13 $60K - $62.9K
39.7K $1.25M
QCOM
Qualcomm Inc

Technology
-283
- 8.05%
$145.84 - $173.55 $41.3K - $49.1K
3.23K $538K
FDL
First Tr Morningstar Dividend

ETFs
-999
- 6.99%
$41.96 - $44.59 $41.9K - $44.5K
13.3K $576K
KO
Coca Cola CO

Consumer Defensive
-61
- 1.55%
$65.67 - $71.67 $4.01K - $4.37K
3.86K $256K
NRG
Nrg Energy, Inc.

Utilities
-151
- 4.46%
$144.77 - $173.91 $21.9K - $26.3K
3.23K $523K
ABT
Abbott Laboratories

Healthcare
-98
- 3.82%
$120.51 - $136.62 $11.8K - $13.4K
2.47K $330K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-699
- 3.12%
$45.72 - $47.27 $32K - $33K
21.7K $1.02M
AVDE
American Centy ETF Tr Avantis

ETFs
-432
- 13.69%
$73.24 - $79.04 $31.6K - $34.1K
2.72K $214K
ROK
Rockwell Automation, Inc

Industrials
-85
- 12.32%
$328.67 - $358.52 $27.9K - $30.5K
605 $211K
MUB
Ishares National Muni Bond ETF

ETFs
-223
- 6.45%
$103.24 - $106.68 $23K - $23.8K
3.24K $344K
MRK
Merck & Co., Inc.

Healthcare
-523
- 9.18%
$77.6 - $87.37 $40.6K - $45.7K
5.17K $434K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.93K
- 6.84%
$11.15 - $11.87 $32.6K - $34.7K
39.8K $461K
FPX
First Trust Us Equity Opportun

ETFs
-290
- 17.08%
$141.57 - $166.21 $41.1K - $48.2K
1.41K $233K
PID
Invesco Exchange Traded Fd Tr

ETFs
-628
- 0.85%
N/A
73.2K $1.31M
XOM
Exxon Mobil Corp

Energy
-392
- 5.9%
$105.83 - $117.22 $41.5K - $46K
6.26K $705K
BHK
Blackrock Core Bond Trust

Financial Services
-2.5K
- 3.84%
$9.42 - $9.94 $23.5K - $24.8K
62.5K $621K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-500
- 7.62%
$50.18 - $52.89 $25.1K - $26.4K
6.07K $318K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-2.75K
- 3.75%
$7.98 - $8.29 $22K - $22.8K
70.7K $579K
MA
Mastercard Inc

Financial Services
-16
- 2.42%
$550.18 - $598.96 $8.8K - $9.58K
644 $366K
MCD
Mcdonalds Corp

Consumer Cyclical
-51
- 4.65%
$291.67 - $316.99 $14.9K - $16.2K
1.05K $317K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-117
- 4.49%
$181.56 - $190.33 $21.2K - $22.3K
2.49K $472K
ILCG
Ishares Morningstar Growth ETF
-845
- 16.26%
N/A
4.35K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-5.59K
- 21.37%
N/A
20.6K $0
Kenvue Inc
-2.13K
- 11.51%
N/A
16.4K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-150
- 4.13%
$55.15 - $58.11 $8.27K - $8.72K
3.48K $200K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.41K
- 11.14%
N/A
19.2K $0
First Tr Exchng Traded Fd Vi
-1.57K
- 5.3%
N/A
28K $0
American Healthcare Reit Inc
-2.37K
- 15.01%
N/A
13.4K $0
First Tr Exchng Traded Fd Vi
-1.21K
- 2.91%
N/A
40.2K $0
First Tr Exchng Traded Fd Vi
-804
- 5.72%
N/A
13.3K $0
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-101
- 4.19%
$109.55 - $124.15 $11.1K - $12.5K
2.31K $270K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.42K
- 4.64%
$21.69 - $23.34 $30.7K - $33K
29.1K $676K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-386
- 4.51%
$39.8 - $42.86 $15.4K - $16.5K
8.17K $349K
COP
Conocophillips

Energy
-155
- 4.03%
$91.0 - $98.99 $14.1K - $15.3K
3.7K $349K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-150
- 3.81%
$62.54 - $68.42 $9.38K - $10.3K
3.79K $252K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-258
- 6.48%
$208.95 - $229.72 $53.9K - $59.3K
3.72K $854K
HDV
Ishares Core High Dividend ETF

ETFs
-20
- 1.13%
$118.16 - $123.66 $2.36K - $2.47K
1.75K $214K
RY
Royal Bank Of Canada

Financial Services
-113
- 7.19%
$128.46 - $148.6 $14.5K - $16.8K
1.46K $214K
MDT
Medtronic PLC

Healthcare
-123
- 4.79%
$87.67 - $95.74 $10.8K - $11.8K
2.45K $233K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-35
- 0.56%
$60.96 - $64.31 $2.13K - $2.25K
6.16K $391K
GXO
Gxo Logistics, Inc.

Industrials
-100
- 2.37%
$48.07 - $54.59 $4.81K - $5.46K
4.12K $217K
KRE
Spdr S&P Regional Banking ETF

ETFs
-105
- 1.91%
$58.82 - $66.17 $6.18K - $6.95K
5.39K $340K
STNE
Stone Co Ltd.

Technology
-4.1K
- 12.72%
$12.57 - $19.46 $51.5K - $79.8K
28.1K $531K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-4
- 0.06%
$36.04 - $38.78 $144 - $155
7.23K $278K
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
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