Accel Wealth Management Reduced Holdings in Q3 2025

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FTHI
First Trust Exchange Traded Fd

ETFs
-1K
- 1.97%
$22.76 - $23.92 $22.8K - $23.9K
49.7K $1.18M
BAC
Bank Of America Corp

Financial Services
-786
- 4.87%
$44.92 - $52.42 $35.3K - $41.2K
15.4K $792K
NEE
Nextera Energy Inc

Utilities
-307
- 3.61%
$69.77 - $77.54 $21.4K - $23.8K
8.19K $618K
BP
Bp PLC

Energy
-479
- 4.73%
$30.25 - $35.69 $14.5K - $17.1K
9.64K $332K
CVX
Chevron Corp

Energy
-305
- 4.72%
$145.57 - $161.83 $44.4K - $49.4K
6.16K $956K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-342
- 1.77%
$51.7 - $54.73 $17.7K - $18.7K
19K $1.03M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-50
- 1.16%
$100.63 - $112.27 $5.03K - $5.61K
4.25K $469K
RVT
Royce Value Trust, Inc.

Financial Services
-4.85K
- 4.59%
$14.94 - $16.5 $72.4K - $80K
101K $1.63M
GD
General Dynamics Corp

Industrials
-90
- 5.72%
$293.92 - $341.0 $26.5K - $30.7K
1.48K $506K
IWM
Ishares Russell 2000 ETF

ETFs
-183
- 5.17%
$214.92 - $244.84 $39.3K - $44.8K
3.36K $812K
ADM
Archer Daniels Midland CO

Consumer Defensive
-231
- 2.25%
$53.54 - $64.21 $12.4K - $14.8K
10K $599K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-198
- 8.89%
$224.68 - $282.71 $44.5K - $56K
2.03K $566K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-675
- 2.0%
$49.0 - $51.91 $33.1K - $35K
33.1K $1.72M
ORCL
Oracle Corp

Technology
-31
- 2.38%
$218.96 - $328.33 $6.79K - $10.2K
1.27K $358K
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 1.81%
$620.67 - $670.08 $26.7K - $28.8K
2.33K $1.56M
GAB
Gabelli Equity Trust Inc

Financial Services
-532
- 0.15%
$5.81 - $6.32 $3.09K - $3.36K
364K $2.22M
AMD
Advanced Micro Devices Inc

Technology
-30
- 0.56%
$134.8 - $184.42 $4.04K - $5.53K
5.29K $856K
PEP
Pepsico Inc

Consumer Defensive
-56
- 0.39%
$133.81 - $152.16 $7.49K - $8.52K
14.2K $1.99M
ABBV
Abb Vie Inc.

Healthcare
-387
- 8.01%
$184.85 - $231.54 $71.5K - $89.6K
4.44K $1.03M
JNJ
Johnson & Johnson

Healthcare
-346
- 5.47%
$155.17 - $185.42 $53.7K - $64.2K
5.98K $1.11M
MSFT
Microsoft Corp

Technology
-105
- 1.08%
$491.09 - $535.64 $51.6K - $56.2K
9.63K $4.99M
JPM
Jpmorgan Chase & CO

Financial Services
-143
- 1.74%
$282.78 - $316.06 $40.4K - $45.2K
8.06K $2.54M
VOE
Vanguard Mid Cap Value Index F

ETFs
-822
- 2.28%
$164.63 - $174.58 $135K - $144K
35.2K $6.14M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-558
- 1.39%
$132.9 - $142.03 $74.2K - $79.3K
39.6K $5.58M
BX
Blackstone Inc.

Financial Services
-278
- 2.03%
$152.77 - $188.68 $42.5K - $52.5K
13.4K $2.29M
GLD
Spdr Gold Trust

ETFs
-75
- 0.83%
$300.96 - $355.47 $22.6K - $26.7K
8.91K $3.17M
INTC
Intel Corp

Technology
-1.9K
- 3.76%
$19.31 - $35.5 $36.7K - $67.6K
48.8K $1.64M
NVDA
Nvidia Corp

Technology
-16
- 0.05%
$153.3 - $186.58 $2.45K - $2.99K
34K $6.34M
GOOGL
Alphabet Inc.

Communication Services
-208
- 1.33%
$174.36 - $254.72 $36.3K - $53K
15.4K $3.75M
AAPL
Apple Inc.

Technology
-441
- 1.49%
$202.38 - $256.87 $89.2K - $113K
29.1K $7.41M
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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