Accel Wealth Management Sells in Q1 2025

Accel Wealth Management

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.46K
- 6.36%
$44.68 - $46.49 $65.3K - $67.9K
21.5K $995K
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
-1.02K
- 6.76%
$27.19 - $31.34 $27.8K - $32K
14.1K $397K
HYLS
First Tr Tactical High Yield L

ETFs
-951
- 15.99%
$40.95 - $41.77 $38.9K - $39.7K
5K $204K
C
Citigroup Inc

Financial Services
-588
- 12.84%
$67.23 - $84.63 $39.5K - $49.8K
3.99K $283K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-736
- 3.25%
$14.93 - $16.85 $11K - $12.4K
21.9K $331K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-4.51K
- 5.81%
$7.89 - $8.07 $35.6K - $36.4K
73.1K $578K
AEP
American Electric Power CO Inc

Utilities
-765
- 24.1%
$90.32 - $109.27 $69.1K - $83.6K
2.41K $263K
VO
Vanguard Mid Cap ETF

ETFs
-48
- 2.32%
$251.87 - $277.95 $12.1K - $13.3K
2.02K $518K
SRLN
Ssga Active Trust

ETFs
-491
- 5.02%
$41.02 - $41.99 $20.1K - $20.6K
9.29K $382K
WMB
Williams Companies, Inc.

Energy
-906
- 18.26%
$54.02 - $61.09 $48.9K - $55.3K
4.06K $242K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-325
- 11.27%
$76.94 - $78.28 $25K - $25.4K
2.56K $200K
VIG
Vanguard Dividend Appreciation

ETFs
-111
- 0.8%
N/A
13.7K $2.5M
NEE
Nextera Energy Inc

Utilities
-159
- 1.85%
$66.96 - $76.16 $10.6K - $12.1K
8.46K $599K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-666
- 4.6%
$16.76 - $17.69 $11.2K - $11.8K
13.8K $233K
VPU
Vanguard Utilities ETF

ETFs
-426
- 4.23%
$161.24 - $173.33 $68.7K - $73.8K
9.64K $1.63M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-284
- 4.59%
$59.15 - $62.71 $16.8K - $17.8K
5.91K $361K
HNDL
Strategy Shs

ETFs
-231
- 0.73%
$20.7 - $21.8 $4.78K - $5.04K
31.5K $661K
XEL
Xcel Energy Inc

Utilities
-387
- 10.43%
$63.37 - $72.1 $24.5K - $27.9K
3.33K $235K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-27
- 0.37%
$32.42 - $36.13 $875 - $976
7.23K $237K
BUG
Global X Fds Cybersecurity ETF

ETFs
-910
- 3.87%
$31.56 - $36.78 $28.7K - $33.5K
22.6K $741K
XLC
Select Sector Spdr Tr Communic

ETFs
-98
- 3.24%
$94.84 - $105.31 $9.29K - $10.3K
2.93K $280K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.79K
- 8.51%
$18.36 - $20.51 $51.2K - $57.2K
30K $598K
OKE
Oneok Inc

Energy
-17
- 0.35%
$89.57 - $109.85 $1.52K - $1.87K
4.78K $474K
XLB
Select Sector Spdr Fd Material

ETFs
-63
- 2.62%
$83.19 - $90.99 $5.24K - $5.73K
2.34K $199K
LLY
Eli Lilly & CO

Healthcare
-72
- 6.81%
$725.72 - $929.72 $52.3K - $66.9K
986 $814K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-33
- 0.72%
$46.53 - $53.12 $1.54K - $1.75K
4.58K $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-222
- 3.3%
$42.5 - $46.71 $9.44K - $10.4K
6.5K $294K
First Tr Exchng Traded Fd Vi
-940
- 3.03%
N/A
30.1K $0
ILCG
Ishares Morningstar Growth ETF
-284
- 5.07%
N/A
5.32K $0
Kenvue Inc
-871
- 4.0%
N/A
20.9K $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-470
- 3.45%
$25.21 - $26.38 $11.8K - $12.4K
13.2K $345K
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 2.73%
$890.62 - $1076.86 $16.9K - $20.5K
676 $639K
VHT
Vanguard Health Care ETF

ETFs
-273
- 3.29%
$254.06 - $273.83 $69.4K - $74.8K
8.02K $2.11M
ICF
Ishares Tr

ETFs
-21
- 0.19%
$57.98 - $63.8 $1.22K - $1.34K
10.9K $664K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-107
- 1.4%
$48.13 - $51.78 $5.15K - $5.54K
7.54K $380K
NFLX
Netflix Inc

Communication Services
-3
- 1.22%
$828.4 - $1058.6 $2.49K - $3.18K
243 $226K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.69K
- 6.24%
$8.05 - $9.86 $13.6K - $16.6K
25.4K $237K
DUK
Duke Energy Corp

Utilities
-263
- 8.59%
$105.87 - $121.97 $27.8K - $32.1K
2.8K $341K
JPM
Jpmorgan Chase & CO

Financial Services
-143
- 1.68%
$225.19 - $279.95 $32.2K - $40K
8.35K $2.05M
VEA
Vanguard Ftse Developed Market

ETFs
-1.61K
- 5.65%
$47.4 - $52.99 $76.5K - $85.5K
26.9K $1.38M
BMY
Bristol Myers Squibb CO

Healthcare
-71
- 1.52%
$53.9 - $63.11 $3.83K - $4.48K
4.6K $280K
FTGC
First Trust Global Tactical CO

ETFs
-485
- 2.28%
$23.95 - $25.86 $11.6K - $12.5K
20.8K $525K
VZ
Verizon Communications Inc

Communication Services
-668
- 7.61%
$37.81 - $46.49 $25.3K - $31.1K
8.11K $367K
IYK
Ishares U.S. Consumer Staples

ETFs
-585
- 4.94%
$63.29 - $71.8 $37K - $42K
11.3K $795K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-150
- 1.55%
$33.84 - $37.77 $5.08K - $5.67K
9.5K $348K
BP
Bp PLC

Energy
-480
- 4.48%
$29.93 - $35.31 $14.4K - $16.9K
10.2K $345K
DVN
Devon Energy Corp

Energy
-826
- 6.38%
$33.15 - $38.55 $27.4K - $31.8K
12.1K $453K
MPW
Medical Properties Trust Inc

Real Estate
-334
- 1.95%
$3.83 - $6.21 $1.28K - $2.07K
16.8K $101K
KO
Coca Cola CO

Consumer Defensive
-12
- 0.31%
$60.81 - $72.32 $730 - $868
3.85K $275K
Activity Summary
Buys All Purchases 125 New Holdings 15 Increased Positions 110 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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