Accel Wealth Management Sells in Q4 2024

Accel Wealth Management

  • $257 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.83K
- 13.71%
$11.82 - $13.73 $21.6K - $25.1K
11.5K $138K
AMP
Ameriprise Financial Inc

Financial Services
-273
- 16.17%
$473.15 - $574.01 $129K - $157K
1.42K $753K
FDL
First Tr Morningstar Dividend

ETFs
-185
- 1.0%
$39.59 - $43.95 $7.32K - $8.13K
18.4K $740K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-2.53K
- 10.04%
$15.97 - $16.79 $40.3K - $42.4K
22.6K $369K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-209
- 3.02%
$44.04 - $49.49 $9.2K - $10.3K
6.72K $295K
BP
Bp PLC

Energy
-463
- 4.14%
$28.16 - $33.14 $13K - $15.3K
10.7K $316K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1K
- 4.67%
$47.71 - $49.76 $47.7K - $49.8K
20.4K $998K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-135
- 1.73%
$48.17 - $53.38 $6.5K - $7.21K
7.65K $373K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
-156
- 1.02%
$28.7 - $32.94 $4.48K - $5.14K
15.1K $440K
PAVE
Global X Fds Us Infrastructure

ETFs
-350
- 2.03%
$40.41 - $45.95 $14.1K - $16.1K
16.9K $683K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-951
- 4.54%
$18.62 - $19.05 $17.7K - $18.1K
20K $373K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-405
- 5.76%
$46.92 - $51.34 $19K - $20.8K
6.63K $312K
NRG
Nrg Energy, Inc.

Utilities
-199
- 5.41%
$85.3 - $101.61 $17K - $20.2K
3.48K $313K
IVV
Ishares Core S&P 500 ETF

ETFs
-91
- 3.41%
$570.51 - $610.59 $51.9K - $55.6K
2.58K $1.52M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-294
- 2.11%
$25.25 - $26.34 $7.42K - $7.74K
13.6K $344K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-265
- 1.8%
$17.21 - $18.41 $4.56K - $4.88K
14.5K $250K
ILPT
Industrial Logistics Properties Trust

Real Estate
-1.03K
- 8.12%
$3.25 - $4.64 $3.35K - $4.78K
11.7K $42K
ABT
Abbott Laboratories

Healthcare
-126
- 4.77%
$111.93 - $119.39 $14.1K - $15K
2.52K $284K
MUB
Ishares National Muni Bond ETF

ETFs
-7
- 0.13%
$105.78 - $108.7 $740 - $761
5.56K $592K
IWM
Ishares Russell 2000 ETF

ETFs
-42
- 1.2%
$216.13 - $242.4 $9.08K - $10.2K
3.45K $762K
IBM
International Business Machines Corp

Technology
-19
- 0.43%
$204.9 - $238.04 $3.89K - $4.52K
4.39K $964K
OGE
Oge Energy Corp.

Utilities
-198
- 3.23%
$39.65 - $44.08 $7.85K - $8.73K
5.93K $244K
CSCO
Cisco Systems, Inc.

Technology
-1.29K
- 10.84%
$52.45 - $60.02 $67.8K - $77.6K
10.6K $629K
XLP
Consumer Staples Sector Spdr

ETFs
-66
- 1.44%
N/A
4.51K $342K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5
- 0.82%
$417.69 - $450.94 $2.09K - $2.25K
604 $257K
Ishares Bitcoin Trust ETF
-61
- 0.46%
N/A
13.2K $0
ILCG
Ishares Morningstar Growth ETF
-66
- 1.16%
N/A
5.61K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-522
- 1.96%
N/A
26.2K $0
Kenvue Inc
-225
- 1.02%
N/A
21.8K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-12
- 0.12%
N/A
10.3K $0
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-37
- 1.14%
$73.49 - $86.09 $2.72K - $3.19K
3.21K $247K
RHI
Robert Half International Inc.

Industrials
-4
- 0.08%
$65.55 - $76.8 $262 - $307
5.22K $367K
VOT
Vanguard Mid Cap Growth Index

ETFs
-38
- 1.41%
$241.48 - $274.89 $9.18K - $10.4K
2.65K $672K
BUG
Global X Fds Cybersecurity ETF

ETFs
-150
- 0.63%
$30.13 - $34.51 $4.52K - $5.18K
23.5K $754K
BSX
Boston Scientific Corp

Healthcare
-12
- 0.27%
$83.62 - $91.5 $1K - $1.1K
4.51K $402K
AXP
American Express CO

Financial Services
-69
- 4.05%
$267.35 - $305.57 $18.4K - $21.1K
1.64K $485K
EMR
Emerson Electric CO

Industrials
-240
- 6.07%
$108.13 - $134.33 $26K - $32.2K
3.71K $460K
BAC
Bank Of America Corp

Financial Services
-1.09K
- 6.02%
$39.22 - $47.77 $42.9K - $52.2K
17.1K $749K
C
Citigroup Inc

Financial Services
-79
- 1.7%
$61.31 - $72.5 $4.84K - $5.73K
4.58K $322K
HON
Honeywell International Inc

Industrials
-124
- 4.03%
$202.84 - $236.0 $25.2K - $29.3K
2.95K $666K
WMT
Walmart Inc.

Consumer Defensive
-278
- 4.53%
$79.1 - $95.7 $22K - $26.6K
5.86K $528K
DIS
Walt Disney CO

Communication Services
-250
- 5.98%
$92.39 - $117.6 $23.1K - $29.4K
3.93K $437K
KULR
Kulr Technology Group, Inc.

Technology
-52.9K
- 75.03%
$0.27 - $4.8 $14.3K - $254K
17.6K $62K
GOOGL
Alphabet Inc.

Communication Services
-2.27K
- 11.24%
$161.86 - $196.66 $368K - $447K
17.9K $3.4M
CRM
Salesforce, Inc.

Technology
-161
- 7.05%
$270.87 - $367.87 $43.6K - $59.2K
2.12K $709K
JPM
Jpmorgan Chase & CO

Financial Services
-343
- 3.88%
$205.18 - $250.29 $70.4K - $85.8K
8.49K $2.04M
BX
Blackstone Inc.

Financial Services
-10
- 0.07%
$148.45 - $199.05 $1.48K - $1.99K
13.8K $2.38M
SOUN
Soundhound Ai, Inc.

Technology
-2.94K
- 9.54%
$4.51 - $24.23 $13.3K - $71.3K
27.9K $554K
NVDA
Nvidia Corp

Technology
-438
- 1.1%
$117.0 - $148.88 $51.2K - $65.2K
39.3K $5.28M
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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