Accel Wealth Management Portfolio Holdings
Accel Wealth Management
- $263 Million
- Q3 2024
Accel Wealth Management has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $263 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Janus Henderson Short Duration with a value of $10.8M, Ishares Core Dividend Growth E with a value of $9.91M, Apple Inc. with a value of $6.93M, Vanguard Total Stock Market Et with a value of $6.9M, and Amazon Com Inc with a value of $6.26M.
Examining the 13F form we can see an increase of $20.1M in the current position value, from $243M to 263M.
Below you can find more details about Accel Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
ETFs: $150 Million
Financial Services: $34.4 Million
Technology: $24.4 Million
Industrials: $9.57 Million
Energy: $9.31 Million
Consumer Cyclical: $7.67 Million
Consumer Defensive: $7.4 Million
Communication Services: $5.83 Million
Other: $13 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 256
- Current Value $263 Million
- Prior Value $243 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 30 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks