Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $113 Billion
  • Q4 2024

Accelerate Investment Advisors LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $113 Billion distributed in 100 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 $16.9B, Ishares Core U.S. Aggregate Bo with a value of $11B, Ishares Core Msci Intl Develop with a value of $9.26B, Fidelity Merrimack Str Tr Tota with a value of $5.81B, and Ishares Core S&P 500 ETF with a value of $4.78B.

Examining the 13F form we can see an increase of $11B in the current position value, from $102B to 113B.

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 $113 Billion
ETFs: $87.8 Billion
Technology: $9.01 Billion
Consumer Cyclical: $4.24 Billion
Energy: $3.25 Billion
Financial Services: $2.49 Billion
Communication Services: $1.98 Billion
Healthcare: $1.81 Billion
Consumer Defensive: $1.24 Billion
Other: $512 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.9 Billion 14.94% of portfolio
245,742
Q4 2024 Added 2.59%
$0
$11 Billion 9.72% of portfolio
113,705
Q4 2024 Added 7.62%
$0
$9.26 Billion 8.16% of portfolio
143,608
Q4 2024 Added 5.91%
$0
$5.81 Billion 5.12% of portfolio
129,393
Q4 2024 Added 7.24%
$0
$4.78 Billion 4.21% of portfolio
8,116
Q4 2024 Added 11.44%
$0
$4.77 Billion 4.2% of portfolio
18,045
Q4 2024 Added 5.09%
$3.57T
$3.61 Billion 3.18% of portfolio
14,399
Q4 2024 Added 19.46%
$0
$3.17 Billion 2.79% of portfolio
71,917
Q4 2024 Added 6.48%
$1.94T
$2.94 Billion 2.59% of portfolio
13,386
Q4 2024 Added 2.91%
$0
$2.19 Billion 1.94% of portfolio
84,861
Q4 2024 Added 109.03%
$270B
$2.08 Billion 1.84% of portfolio
15,519
Q4 2024 Added 6.8%
$0
$2.03 Billion 1.79% of portfolio
3,768
Q4 2024 Added 7.66%
$10.2B
$2.02 Billion 1.78% of portfolio
1,828
Q4 2024 Added 0.16%
$2.8T
$2.01 Billion 1.77% of portfolio
4,762
Q4 2024 Added 1.38%
$0
$1.71 Billion 1.51% of portfolio
23,735
Q4 2024 Reduced 0.93%
$0
$1.71 Billion 1.5% of portfolio
16,797
Q4 2024 Added 32.48%
$0
$1.31 Billion 1.16% of portfolio
7,360
Q4 2024 Added 20.42%
$0
$1.2 Billion 1.06% of portfolio
9,302
Q4 2024 Reduced 0.33%
$0
$1.21 Billion 1.06% of portfolio
6,326
Q4 2024 Added 31.9%
$0
$1.15 Billion 1.01% of portfolio
22,361
Q4 2024 Added 19.26%
$0
$1.09 Billion 0.97% of portfolio
3,778
Q4 2024 Added 5.92%
$0
$939 Million 0.83% of portfolio
9,693
Q4 2024 Added 35.95%
$1.3T
$873 Million 0.77% of portfolio
1,491
Q4 2024 Added 6.88%
$818B
$857 Million 0.76% of portfolio
2,123
Q4 2024 Added 0.81%
$496B
$866 Million 0.76% of portfolio
8,050
Q4 2024 Added 4.15%
$0
$855 Million 0.75% of portfolio
16,296
Q4 2024 Added 22.89%
$0
$854 Million 0.75% of portfolio
35,610
Q4 2024 Added 3.72%
$0
$640 Million 0.56% of portfolio
8,288
Q4 2024 Added 8.64%
$0
$639 Million 0.56% of portfolio
12,662
Q4 2024 Added 23.86%
$0
$621 Million 0.55% of portfolio
3,669
Q4 2024 Added 0.77%
$0
$625 Million 0.55% of portfolio
22,442
Q4 2024 Added 300.25%
$0
$588 Million 0.52% of portfolio
22,546
Q4 2024 Added 175.19%
$0
$585 Million 0.52% of portfolio
5,383
Q4 2024 Added 5.67%
$0
$581 Million 0.51% of portfolio
3,643
Q4 2024 Added 18.55%
$0
$575 Million 0.51% of portfolio
981
Q4 2024 Added 23.86%
$951B
$573 Million 0.51% of portfolio
3,011
Q4 2024 Added 8.23%
$683B
$561 Million 0.49% of portfolio
1,237
Q4 2024 Added 5.01%
$419B
$546 Million 0.48% of portfolio
596
Q4 2024 Added 143.27%
Linde PLC
-
$519 Million 0.46% of portfolio
-
Q4 2024 Added 34.38%
$922B
$518 Million 0.46% of portfolio
2,736
Q4 2024 Added 3.28%
$0
$505 Million 0.45% of portfolio
5,444
Q4 2024 Added 0.28%
$720B
$488 Million 0.43% of portfolio
2,034
Q4 2024 Added 87.29%
$67.8B
$480 Million 0.42% of portfolio
2,070
Q4 2024 Added 58.74%
$0
$476 Million 0.42% of portfolio
1,647
Q4 2024 Reduced 0.54%
$0
$465 Million 0.41% of portfolio
1,133
Q3 2024 New
$0
$452 Million 0.4% of portfolio
8,146
Q4 2024 Added 22.15%
$490B
$409 Million 0.36% of portfolio
809
Q4 2024 Added 65.78%
$173B
$405 Million 0.36% of portfolio
645
Q4 2024 Added 3.37%
$0
$405 Million 0.36% of portfolio
8,032
Q4 2024 Added 16.85%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $113 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
Track This Portfolio

Track Accelerate Investment Advisors LLC Portfolio

Follow Accelerate Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accelerate Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accelerate Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email