Accel Wealth Management Sells in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
-11
- 1.64%
$479.92 - $590.74 $5.28K - $6.5K
660 $370K
XLC
Select Sector Spdr Tr Communic

ETFs
-312
- 10.67%
$86.13 - $108.53 $26.9K - $33.9K
2.61K $283K
V
Visa Inc.

Financial Services
-6
- 0.43%
$308.27 - $373.31 $1.85K - $2.24K
1.38K $489K
STWD
Starwood Property Trust, Inc.

Real Estate
-394
- 0.94%
$17.28 - $20.41 $6.81K - $8.04K
41.7K $837K
FIW
First Trust Water ETF

ETFs
-115
- 4.98%
$90.26 - $108.05 $10.4K - $12.4K
2.2K $237K
VB
Vanguard Small Cap ETF

ETFs
-140
- 5.31%
$193.73 - $237.37 $27.1K - $33.2K
2.5K $591K
ILPT
Industrial Logistics Properties Trust

Real Estate
-1K
- 8.6%
$2.51 - $4.74 $2.52K - $4.76K
10.7K $48K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-79
- 1.13%
$86.79 - $101.21 $6.86K - $8K
6.9K $679K
FV
First Trust Dorsey Wright Focu

ETFs
-2.53K
- 6.87%
$48.43 - $59.26 $123K - $150K
34.4K $2.04M
VO
Vanguard Mid Cap ETF

ETFs
-112
- 5.55%
$228.54 - $279.83 $25.6K - $31.3K
1.91K $533K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-100
- 1.5%
$42.85 - $49.94 $4.29K - $4.99K
6.57K $327K
ADM
Archer Daniels Midland CO

Consumer Defensive
-646
- 5.92%
$41.79 - $54.16 $27K - $35K
10.3K $542K
HNDL
Strategy Shs

ETFs
-22
- 0.07%
$19.2 - $21.66 $422 - $477
31.5K $681K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-17
- 0.65%
$152.93 - $181.74 $2.6K - $3.09K
2.61K $473K
GD
General Dynamics Corp

Industrials
-19
- 1.19%
$247.68 - $291.66 $4.71K - $5.54K
1.57K $459K
MPC
Marathon Petroleum Corp

Energy
-5
- 0.36%
$118.55 - $170.08 $593 - $850
1.38K $229K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-200
- 1.87%
$41.22 - $48.01 $8.24K - $9.6K
10.5K $502K
GOOGL
Alphabet Inc.

Communication Services
-2.03K
- 11.49%
$144.7 - $178.6 $294K - $363K
15.6K $2.76M
VGT
Vanguard Information Technolog

ETFs
-84
- 11.26%
$470.37 - $663.28 $39.5K - $55.7K
662 $439K
C
Citigroup Inc

Financial Services
-177
- 4.43%
$58.13 - $85.12 $10.3K - $15.1K
3.82K $324K
FTHI
First Trust Exchange Traded Fd

ETFs
-500
- 0.98%
$19.66 - $22.85 $9.83K - $11.4K
50.7K $1.16M
PAVE
Global X Fds Us Infrastructure

ETFs
-1.2K
- 7.18%
$33.78 - $43.68 $40.5K - $52.4K
15.5K $675K
CSCO
Cisco Systems, Inc.

Technology
-266
- 2.9%
$53.19 - $69.38 $14.1K - $18.5K
8.91K $617K
HON
Honeywell International Inc

Industrials
-16
- 0.6%
$182.86 - $232.88 $2.93K - $3.73K
2.63K $612K
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.11%
$174.82 - $215.79 $699 - $863
3.54K $764K
BUG
Global X Fds Cybersecurity ETF

ETFs
-1.08K
- 4.76%
$29.9 - $37.1 $32.2K - $39.9K
21.5K $798K
VOT
Vanguard Mid Cap Growth Index

ETFs
-175
- 6.6%
$216.28 - $284.39 $37.8K - $49.8K
2.48K $703K
SOUN
Soundhound Ai, Inc.

Technology
-385
- 1.26%
$7.18 - $11.76 $2.76K - $4.53K
30.1K $323K
VPU
Vanguard Utilities ETF

ETFs
-23
- 0.24%
$158.36 - $178.82 $3.64K - $4.11K
9.61K $1.7M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-1.4K
- 1.27%
$20.31 - $24.1 $28.5K - $33.8K
109K $2.62M
KMI
Kinder Morgan, Inc.

Energy
-406
- 0.43%
$25.21 - $29.4 $10.2K - $11.9K
94.9K $2.79M
BA
Boeing CO

Industrials
-14
- 0.71%
$136.59 - $217.51 $1.91K - $3.05K
1.96K $410K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-9
- 0.05%
$43.86 - $51.74 $395 - $466
19.3K $1M
NFLX
Netflix Inc

Communication Services
-11
- 4.53%
$855.86 - $1339.13 $9.41K - $14.7K
232 $310K
EMR
Emerson Electric CO

Industrials
-9
- 0.25%
$94.15 - $133.33 $847 - $1.2K
3.63K $483K
BAC
Bank Of America Corp

Financial Services
-141
- 0.87%
$34.39 - $47.46 $4.85K - $6.69K
16.2K $764K
DIS
Walt Disney CO

Communication Services
-38
- 1.05%
$81.72 - $124.01 $3.11K - $4.71K
3.56K $441K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-4
- 0.03%
$8.01 - $16.55 $32 - $66.2
12.4K $205K
ETN
Eaton Corp PLC

Industrials
-45
- 3.25%
$246.52 - $356.99 $11.1K - $16.1K
1.34K $478K
BX
Blackstone Inc.

Financial Services
-212
- 1.53%
$120.07 - $151.11 $25.5K - $32K
13.7K $2.04M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-100
- 0.37%
$42.44 - $50.03 $4.24K - $5K
27K $1.35M
NEM
Newmont Corp

Basic Materials
-290
- 2.2%
$44.18 - $59.46 $12.8K - $17.2K
12.9K $749K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.03K
- 1.16%
$22.63 - $26.95 $23.2K - $27.7K
87.4K $2.36M
NET
Cloudflare, Inc.

Technology
-5
- 0.27%
$97.08 - $195.83 $485 - $979
1.83K $357K
MU
Micron Technology Inc

Technology
-25
- 0.58%
$64.72 - $127.91 $1.62K - $3.2K
4.31K $531K
STNE
Stone Co Ltd.

Technology
-500
- 1.53%
$10.43 - $16.04 $5.22K - $8.02K
32.2K $516K
RTX
Raytheon Technologies Corp

Industrials
-26
- 0.17%
$113.75 - $148.48 $2.96K - $3.86K
15.1K $2.21M
NRG
Nrg Energy, Inc.

Utilities
-99
- 2.84%
$83.61 - $162.67 $8.28K - $16.1K
3.38K $543K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-66
- 0.16%
$114.78 - $133.31 $7.58K - $8.8K
40.1K $5.35M
Activity Summary
Buys All Purchases 150 New Holdings 24 Increased Positions 126 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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