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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.46 Million 0.55% of portfolio
24,000
Q1 2025 Added 21.25%
$0
$1.45 Million 0.54% of portfolio
3,901
Q1 2025 Reduced 0.18%
$0
$1.44 Million 0.54% of portfolio
31,609
Q1 2025 Reduced 13.41%
$0
$1.46 Million 0.54% of portfolio
102,204
Q1 2025 Added 0.69%
$0
$1.38 Million 0.52% of portfolio
19,400
Q1 2025 Added 12.26%
$0
$1.38 Million 0.51% of portfolio
26,923
Q1 2025 Reduced 5.65%
$0
$1.32 Million 0.49% of portfolio
2,371
Q1 2025 Reduced 7.99%
$0
$1.32 Million 0.49% of portfolio
61,627
Q1 2025 Reduced 20.2%
$0
$1.32 Million 0.49% of portfolio
42,659
Q1 2025 Reduced 2.14%
$77.9B
$1.31 Million 0.49% of portfolio
7,797
Q1 2025 Reduced 23.81%
$0
$1.24 Million 0.46% of portfolio
27,065
Q1 2025 Reduced 2.26%
$4.09B
$1.22 Million 0.45% of portfolio
33,870
Q1 2025 Added 2.47%
$38.3B
$1.14 Million 0.43% of portfolio
10,240
Q1 2025 Added 3.0%
$82.3B
$1.15 Million 0.43% of portfolio
50,633
Q1 2025 Added 0.35%
$0
$1.16 Million 0.43% of portfolio
60,842
Q1 2025 Added 15.37%
$0
$1.12 Million 0.42% of portfolio
51,249
Q1 2025 Added 20.08%
$208B
$1.09 Million 0.41% of portfolio
4,397
Q1 2025 Added 0.25%
$272B
$1.09 Million 0.41% of portfolio
6,498
Q1 2025 Added 1.79%
$404B
$1.09 Million 0.41% of portfolio
6,561
Q1 2025 Reduced 1.44%
$329B
$1.08 Million 0.4% of portfolio
5,173
Q1 2025 Reduced 0.79%
$0
$1.06 Million 0.4% of portfolio
15,172
Q1 2025 Reduced 31.6%
$0
$995,000 0.37% of portfolio
21,512
Q1 2025 Reduced 6.36%
$221B
$974,000 0.36% of portfolio
11,550
Q1 2025 Reduced 40.9%
$0
$917,000 0.34% of portfolio
19,342
Q1 2025 Reduced 5.19%
$0
$873,000 0.33% of portfolio
49,617
Q1 2025 Reduced 6.16%
$691B
$850,000 0.32% of portfolio
1,620
Q1 2025 Added 1.69%
$5.84B
$832,000 0.31% of portfolio
42,101
Q1 2025 Added 0.27%
$840B
$814,000 0.3% of portfolio
986
Q1 2025 Reduced 6.81%
$0
$795,000 0.3% of portfolio
11,261
Q1 2025 Reduced 4.94%
$0
$815,000 0.3% of portfolio
15,447
Q1 2025 Added 21.67%
$0
$766,000 0.29% of portfolio
71,152
Q1 2025 Reduced 24.19%
$452B
$786,000 0.29% of portfolio
6,616
Q1 2025 Added 6.78%
$0
$761,000 0.28% of portfolio
52,956
Q1 2025 Reduced 8.83%
$0
$741,000 0.28% of portfolio
22,588
Q1 2025 Reduced 3.87%
$0
$710,000 0.27% of portfolio
3,545
Q1 2025 Added 2.66%
$0
$694,000 0.26% of portfolio
3,981
Q1 2025 Reduced 3.68%
$49.7B
$688,000 0.26% of portfolio
1,423
Q1 2025 Added 0.57%
$72.8B
$684,000 0.26% of portfolio
1,337
Q4 2024 Reduced 0.59%
$0
$664,000 0.25% of portfolio
10,908
Q1 2025 Reduced 0.19%
$0
$670,000 0.25% of portfolio
6,976
Q1 2025 Added 30.22%
$318B
$679,000 0.25% of portfolio
16,294
Q1 2025 Reduced 4.5%
$0
$661,000 0.25% of portfolio
31,499
Q1 2025 Reduced 0.73%
$432B
$639,000 0.24% of portfolio
676
Q1 2025 Reduced 2.73%
$0
$646,000 0.24% of portfolio
2,650
Q4 2024 Reduced 1.41%
$42.8B
$635,000 0.24% of portfolio
13,162
Q1 2025 Added 113.74%
$12.5B
$652,000 0.24% of portfolio
10,344
Q1 2025 Added 1.51%
$997B
$619,000 0.23% of portfolio
3,964
Q1 2025 Reduced 6.86%
$0
$628,000 0.23% of portfolio
16,703
Q1 2025 Reduced 1.2%
$0
$623,000 0.23% of portfolio
14,582
Q1 2025 Reduced 20.72%

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
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