Accel Wealth Management Portfolio Holdings
Accel Wealth Management
- $268 Million
- Q1 2025
Accel Wealth Management has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $268 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $13.1M, Janus Henderson Short Duration with a value of $10.9M, Schwab Strategic Tr Us Large C with a value of $8.16M, Apple Inc. with a value of $6.65M, and Vanguard Value ETF with a value of $6.44M.
Examining the 13F form we can see an increase of $10.8M in the current position value, from $257M to 268M.
Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $165 Million
Financial Services: $28.7 Million
Technology: $22.5 Million
Industrials: $9.8 Million
Energy: $7.63 Million
Consumer Cyclical: $7.45 Million
Consumer Defensive: $6.62 Million
Communication Services: $5.34 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 256
- Current Value $268 Million
- Prior Value $257 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 15 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks