Accelerate Investment Advisors LLC Purchases in Q3 2025

Accelerate Investment Advisors LLC

  • $147 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
16.6K
+ 6.41%
$72.65 - $78.68 $1.21M - $1.31M
276K $21.6B
IDEV
Ishares Core Msci Intl Develop

ETFs
13.5K
+ 8.76%
$74.68 - $80.26 $1.01M - $1.08M
168K $13.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.79K
+ 7.62%
$97.75 - $100.75 $859K - $885K
124K $12.4B
AAPL
Apple Inc.

Technology
529
+ 3.67%
$202.38 - $256.87 $107K - $136K
14.9K $3.8B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.45K
+ 8.47%
$49.43 - $54.52 $319K - $351K
82.6K $4.48B
VO
Vanguard Mid Cap ETF

ETFs
1.44K
+ 7.51%
$279.83 - $293.74 $402K - $422K
20.6K $6.04B
OEF
Ishares S&P 100 ETF

ETFs
1.43K
+ 34.74%
N/A
5.54K $1.84B
NVDA
Nvidia Corp

Technology
42
+ 0.25%
$153.3 - $186.58 $6.44K - $7.84K
16.8K $3.13B
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.12K
+ 8.83%
$25.29 - $28.33 $205K - $230K
100K $2.79B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.73K
+ 5.45%
$45.26 - $46.63 $350K - $360K
149K $6.91B
Blackrock ETF Trust
9.59K
+ 113.34%
N/A
18.1K $617M
ITA
Ishares Tr

ETFs
1.69K
New
$184.73 - $209.26 $313K - $354K
1.69K $354M
GOOGL
Alphabet Inc.

Communication Services
411
+ 12.25%
$174.36 - $254.72 $71.7K - $105K
3.77K $915M
GLD
Spdr Gold Trust

ETFs
439
+ 17.67%
$300.96 - $355.47 $132K - $156K
2.92K $1.04B
IEMG
Ishares Inc

ETFs
1.79K
+ 9.21%
N/A
21.2K $1.4B
REET
Ishares Global Reit ETF

ETFs
7.48K
+ 18.61%
$24.45 - $25.91 $183K - $194K
47.7K $1.22B
IAU
Ishares Gold Trust

ETFs
3.08K
New
$61.62 - $72.77 $190K - $224K
3.08K $224M
PLD
Prologis, Inc.

Real Estate
1.92K
New
$104.08 - $115.35 $200K - $222K
1.92K $220M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.33K
New
$48.5 - $50.19 $210K - $217K
4.33K $217M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
668
New
$284.45 - $324.95 $190K - $217K
668 $214M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
4.19K
New
$50.05 - $50.36 $210K - $211K
4.19K $210M
SCHO
Schwab Short Term Us Treasury

ETFs
8.59K
New
$24.23 - $24.42 $208K - $210K
8.59K $210M
IEFA
Ishares Tr

ETFs
2.39K
New
$81.7 - $87.53 $195K - $209K
2.39K $208M
MCD
Mcdonalds Corp

Consumer Cyclical
675
New
$291.67 - $316.99 $197K - $214K
675 $205M
NEE
Nextera Energy Inc

Utilities
2.71K
New
$69.77 - $77.54 $189K - $210K
2.71K $205M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12.5K
+ 32.44%
$13.77 - $14.45 $172K - $180K
51K $736M
VTV
Vanguard Value ETF

ETFs
795
+ 15.98%
$175.51 - $186.57 $140K - $148K
5.77K $1.08B
IVE
Ishares S&P 500 Value ETF

ETFs
385
+ 4.18%
$194.44 - $206.51 $74.9K - $79.5K
9.6K $1.98B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
257
+ 22.78%
$459.11 - $506.91 $118K - $130K
1.39K $696M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.35K
+ 6.38%
$26.44 - $27.1 $115K - $118K
72.6K $1.96B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
182
+ 9.71%
$195.29 - $223.85 $35.5K - $40.7K
2.06K $457M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.17%
$184.85 - $231.54 $555 - $695
1.79K $413M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
931
+ 10.21%
$78.11 - $79.07 $72.7K - $73.6K
10.1K $793M
GE
General Electric CO

Industrials
96
+ 10.25%
$244.75 - $305.63 $23.5K - $29.3K
1.03K $311M
JNJ
Johnson & Johnson

Healthcare
30
+ 1.68%
$155.17 - $185.42 $4.66K - $5.56K
1.82K $337M
IJS
Ishares S&P Smallcap 600 Value

ETFs
23
+ 0.42%
$98.99 - $112.2 $2.28K - $2.58K
5.45K $602M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.91%
$617.65 - $666.84 $6.18K - $6.67K
1.11K $739M
Blackrock ETF Trust
510
+ 3.2%
N/A
16.5K $623M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.3%
$339.37 - $366.46 $2.04K - $2.2K
1.98K $723M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.1%
$546.99 - $602.2 $547 - $602
964 $578M
META
Meta Platforms, Inc.

Communication Services
70
+ 4.19%
$695.21 - $791.73 $48.7K - $55.4K
1.74K $1.28B
VUG
Vanguard Growth ETF

ETFs
46
+ 8.1%
$433.97 - $484.08 $20K - $22.3K
614 $294M
CVX
Chevron Corp

Energy
91
+ 3.84%
$145.57 - $161.83 $13.2K - $14.7K
2.46K $382M
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.22%
$144.19 - $167.33 $577 - $669
1.86K $311M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
18
+ 1.05%
$236.25 - $257.69 $4.25K - $4.64K
1.73K $443M
LOW
Lowes Companies Inc

Consumer Cyclical
13
+ 1.33%
$215.01 - $273.02 $2.8K - $3.55K
990 $249M
BAC
Bank Of America Corp

Financial Services
207
+ 4.67%
$44.92 - $52.42 $9.3K - $10.9K
4.64K $239M
FDVV
Fidelity High Dividend ETF

ETFs
18
+ 0.31%
$52.42 - $55.71 $944 - $1K
5.83K $325M
DVY
Ishares Tr

ETFs
4
+ 0.19%
$133.88 - $142.57 $536 - $570
2.06K $293M
Activity Summary
Buys All Purchases 59 New Holdings 11 Increased Positions 48 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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