Accelerate Investment Advisors LLC Purchases in Q4 2024

Accelerate Investment Advisors LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.35K
+ 19.46%
$221.69 - $259.02 $520K - $608K
14.4K $3.61B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.2K
+ 2.59%
$66.77 - $71.52 $414K - $443K
246K $16.9B
IVV
Ishares Core S&P 500 ETF

ETFs
833
+ 11.44%
$570.51 - $610.59 $475K - $509K
8.12K $4.78B
AMZN
Amazon Com Inc

Consumer Cyclical
378
+ 2.91%
$180.88 - $232.93 $68.4K - $88K
13.4K $2.94B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.12K
+ 32.48%
$94.43 - $105.47 $389K - $434K
16.8K $1.71B
TPL
Texas Pacific Land Corp

Energy
3
+ 0.16%
$915.49 - $1730.0 $2.75K - $5.19K
1.83K $2.02B
MCK
Mckesson Corp

Healthcare
651
New
$482.27 - $628.5 $314K - $409K
651 $371M
COST
Costco Wholesale Corp

Consumer Defensive
351
+ 143.27%
$873.59 - $994.69 $307K - $349K
596 $546M
NVDA
Nvidia Corp

Technology
988
+ 6.8%
$117.0 - $148.88 $116K - $147K
15.5K $2.08B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.05K
+ 7.62%
$96.64 - $101.23 $778K - $815K
114K $11B
UAL
United Airlines Holdings, Inc.

Industrials
3.03K
New
$55.62 - $102.44 $169K - $311K
3.03K $295M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.7K
New
$160.89 - $176.18 $274K - $300K
1.7K $276M
WMT
Walmart Inc.

Consumer Defensive
3.02K
New
$79.1 - $95.7 $239K - $289K
3.02K $273M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
626
New
$417.69 - $450.94 $261K - $282K
626 $266M
IVE
Ishares S&P 500 Value ETF

ETFs
1.53K
+ 31.9%
$189.5 - $206.17 $290K - $315K
6.33K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
948
+ 87.29%
$205.18 - $250.29 $195K - $237K
2.03K $488M
JNJ
Johnson & Johnson

Healthcare
1.78K
New
$143.34 - $165.86 $256K - $296K
1.78K $258M
AVGO
Broadcom Inc.

Technology
766
+ 58.74%
$159.67 - $250.0 $122K - $192K
2.07K $480M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.04K
New
$61.68 - $67.87 $249K - $274K
4.04K $252M
Blackrock Inc
240
New
N/A
240 $246M
QQQ
Invesco Qqq Trust, Series 1

ETFs
481
New
$481.22 - $538.17 $231K - $259K
481 $246M
VB
Vanguard Small Cap ETF

ETFs
1.01K
New
$233.76 - $261.58 $237K - $265K
1.01K $244M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.05K
New
$39.4 - $40.57 $238K - $245K
6.05K $243M
VO
Vanguard Mid Cap ETF

ETFs
874
+ 5.09%
$261.5 - $284.63 $229K - $249K
18K $4.77B
XLK
Technology Sector Spdr

ETFs
994
New
$220.26 - $241.44 $219K - $240K
994 $231M
LOW
Lowes Companies Inc

Consumer Cyclical
912
New
$244.52 - $284.07 $223K - $259K
912 $225M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.09K
New
$201.32 - $217.44 $219K - $236K
1.09K $225M
ACN
Accenture PLC

Technology
634
New
$343.9 - $376.86 $218K - $239K
634 $223M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.61K
+ 19.26%
$49.03 - $53.35 $177K - $193K
22.4K $1.15B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.25K
+ 20.42%
$176.42 - $186.91 $220K - $233K
7.36K $1.31B
PG
Procter & Gamble CO

Consumer Defensive
1.27K
New
$161.05 - $179.7 $205K - $229K
1.27K $213M
VEA
Vanguard Ftse Developed Market

ETFs
4.41K
New
$47.57 - $52.44 $210K - $231K
4.41K $211M
IWF
Ishares Russell 1000 Gr ETF

ETFs
519
New
$370.24 - $418.94 $192K - $217K
519 $209M
PEP
Pepsico Inc

Consumer Defensive
1.36K
New
$151.29 - $176.1 $206K - $240K
1.36K $207M
CRM
Salesforce, Inc.

Technology
618
New
$270.87 - $367.87 $167K - $227K
618 $206M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
268
+ 7.66%
$521.84 - $558.82 $140K - $150K
3.77K $2.03B
EFG
Msci Eafe Growth ETF

ETFs
2.56K
+ 35.95%
$96.83 - $106.88 $248K - $274K
9.69K $939M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.74K
+ 7.24%
$44.87 - $46.86 $392K - $409K
129K $5.81B
UNH
Unitedhealth Group Inc

Healthcare
321
+ 65.78%
$485.52 - $625.25 $156K - $201K
809 $409M
TFLO
Ishares Treasury Floating Rate

ETFs
2.44K
+ 23.86%
$50.37 - $50.63 $123K - $123K
12.7K $639M
SPY
Spdr S&P 500 ETF Trust

ETFs
189
+ 23.86%
$567.81 - $607.81 $107K - $115K
981 $575M
IYW
Ishares Dj Us Tech ETF

ETFs
570
+ 18.55%
$148.14 - $166.23 $84.4K - $94.8K
3.64K $581M
CVX
Chevron Corp

Energy
817
+ 47.81%
$141.15 - $162.53 $115K - $133K
2.53K $366M
GOOG
Alphabet Inc.

Communication Services
229
+ 8.23%
$163.08 - $198.16 $37.3K - $45.4K
3.01K $573M
WFC
Wells Fargo & Company

Financial Services
675
+ 16.18%
$54.98 - $77.35 $37.1K - $52.2K
4.85K $340M
SCHA
Schwab Strategic Tr Us Small C

ETFs
44.3K
+ 109.03%
$25.33 - $51.16 $1.12M - $2.26M
84.9K $2.19B
EFV
Msci Eafe Value ETF

ETFs
3.04K
+ 22.89%
$51.78 - $57.15 $157K - $173K
16.3K $855M
SPGI
S&P Global Inc.

Financial Services
200
+ 34.9%
$480.36 - $529.17 $96.1K - $106K
773 $385M
VTI
Vanguard Total Stock Market Et

ETFs
211
+ 5.92%
$280.04 - $302.45 $59.1K - $63.8K
3.78K $1.09B
Activity Summary
Buys All Purchases 87 New Holdings 20 Increased Positions 67 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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