Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $119 Billion
  • Q1 2025

Accelerate Investment Advisors LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $16.2B, Ishares Core U.S. Aggregate Bo with a value of $10.7B, Ishares Core Msci Intl Develop with a value of $10.1B, Fidelity Merrimack Str Tr Tota with a value of $6.1B, and Vanguard Mid Cap ETF with a value of $4.73B.

Examining the 13F form we can see an increase of $6.05B in the current position value, from $113B to 119B.

Accelerate Investment Advisors LLC is based out at Aliso Viejo, CA

Below you can find more details about Accelerate Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $89.3 Billion
Technology: $8.85 Billion
Energy: $4.11 Billion
Consumer Cyclical: $3.98 Billion
Financial Services: $3.89 Billion
Healthcare: $2.37 Billion
Consumer Defensive: $2.09 Billion
Communication Services: $1.9 Billion
Other: $1.15 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.2 Billion 13.59% of portfolio
246,773
Q1 2025 Added 0.42%
$0
$10.7 Billion 8.98% of portfolio
108,412
Q1 2025 Reduced 4.66%
$0
$10.1 Billion 8.42% of portfolio
145,982
Q1 2025 Added 1.65%
$0
$6.1 Billion 5.1% of portfolio
133,516
Q1 2025 Added 3.19%
$0
$4.73 Billion 3.96% of portfolio
18,307
Q1 2025 Added 1.45%
$0
$4.73 Billion 3.96% of portfolio
8,413
Q1 2025 Added 3.66%
$3.21T
$3.41 Billion 2.86% of portfolio
15,353
Q1 2025 Added 6.63%
$0
$3.3 Billion 2.76% of portfolio
72,936
Q1 2025 Added 1.42%
$1.76T
$2.5 Billion 2.09% of portfolio
13,114
Q1 2025 Reduced 2.03%
$10.1B
$2.42 Billion 2.03% of portfolio
1,828
Q4 2024 Added 0.16%
$2.73T
$2.03 Billion 1.7% of portfolio
5,409
Q1 2025 Added 13.59%
$0
$2.02 Billion 1.69% of portfolio
86,208
Q1 2025 Added 1.59%
$0
$2 Billion 1.68% of portfolio
3,894
Q1 2025 Added 3.34%
$246B
$1.82 Billion 1.52% of portfolio
16,752
Q1 2025 Added 7.95%
$0
$1.76 Billion 1.48% of portfolio
65,554
Q1 2025 Added 6.34%
$0
$1.72 Billion 1.44% of portfolio
23,471
Q1 2025 Reduced 1.11%
$0
$1.58 Billion 1.33% of portfolio
17,070
Q1 2025 Added 1.63%
$0
$1.58 Billion 1.32% of portfolio
8,272
Q1 2025 Added 30.76%
$0
$1.3 Billion 1.09% of portfolio
26,647
Q1 2025 Added 19.17%
$0
$1.13 Billion 0.94% of portfolio
9,230
Q1 2025 Reduced 0.77%
$0
$1.07 Billion 0.89% of portfolio
18,119
Q1 2025 Added 11.19%
$0
$1.02 Billion 0.85% of portfolio
3,706
Q1 2025 Reduced 1.91%
$451B
$991 Million 0.83% of portfolio
8,330
Q1 2025 Added 3.48%
$0
$975 Million 0.82% of portfolio
3,600
Q1 2025 Added 118.58%
$0
$939 Million 0.79% of portfolio
38,711
Q1 2025 Added 8.71%
$1.12T
$934 Million 0.78% of portfolio
1,620
Q1 2025 Added 8.65%
$685B
$835 Million 0.7% of portfolio
1,568
Q1 2025 Added 26.76%
$0
$814 Million 0.68% of portfolio
4,711
Q1 2025 Added 28.4%
$107B
$755 Million 0.63% of portfolio
2,620
Q1 2025 Added 103.89%
$0
$727 Million 0.61% of portfolio
9,283
Q1 2025 Added 12.01%
$751B
$706 Million 0.59% of portfolio
2,725
Q1 2025 Added 28.36%
Kayne Anderson Bdc Inc
-
$678 Million 0.57% of portfolio
-
Q1 2025 New
Linde PLC
-
$646 Million 0.54% of portfolio
-
Q1 2025 Added 11.86%
$433B
$643 Million 0.54% of portfolio
679
Q1 2025 Added 13.93%
$691B
$630 Million 0.53% of portfolio
2,567
Q1 2025 Added 26.2%
$0
$633 Million 0.53% of portfolio
6,335
Q1 2025 Reduced 34.64%
$0
$601 Million 0.5% of portfolio
1,074
Q1 2025 Added 9.48%
$0
$600 Million 0.5% of portfolio
11,110
Q1 2025 Added 47.82%
$0
$553 Million 0.46% of portfolio
3,934
Q1 2025 Added 7.99%
$0
$544 Million 0.46% of portfolio
1,774
Q1 2025 Added 93.04%
$0
$527 Million 0.44% of portfolio
5,401
Q1 2025 Added 0.33%
$68.7B
$511 Million 0.43% of portfolio
3,053
Q1 2025 Added 47.49%
$905B
$486 Million 0.41% of portfolio
3,141
Q1 2025 Added 14.8%
$269B
$474 Million 0.4% of portfolio
2,833
Q1 2025 Added 12.15%
$937B
$470 Million 0.39% of portfolio
3,011
Q4 2024 Added 8.23%
$400B
$467 Million 0.39% of portfolio
892
Q1 2025 Added 10.26%
$149B
$466 Million 0.39% of portfolio
1,496
Q1 2025 Added 23.33%
$152B
$446 Million 0.37% of portfolio
878
Q1 2025 Added 13.58%
$99.9B
$439 Million 0.37% of portfolio
653
Q1 2025 Added 0.31%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $119 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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