Accelerate Investment Advisors LLC Purchases in Q2 2025

Accelerate Investment Advisors LLC

  • $134 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.5K
+ 5.06%
$58.41 - $72.69 $729K - $907K
259K $18.8B
IDEV
Ishares Core Msci Intl Develop

ETFs
8.07K
+ 5.53%
$61.79 - $76.67 $499K - $619K
154K $11.7B
AMZN
Amazon Com Inc

Consumer Cyclical
2.35K
+ 17.94%
$167.32 - $223.3 $394K - $525K
15.5K $3.39B
EFV
Msci Eafe Value ETF

ETFs
10.9K
+ 60.03%
$52.4 - $64.65 $570K - $703K
29K $1.84B
MSFT
Microsoft Corp

Technology
152
+ 2.81%
$354.56 - $497.45 $53.9K - $75.6K
5.56K $2.77B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.92K
+ 6.38%
$96.84 - $99.46 $670K - $688K
115K $11.4B
VO
Vanguard Mid Cap ETF

ETFs
808
+ 4.41%
$228.54 - $279.83 $185K - $226K
19.1K $5.35B
Blackrock ETF Trust
16K
New
N/A
16K $568M
IEMG
Ishares Inc

ETFs
8.27K
+ 74.43%
N/A
19.4K $1.16B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.22K
+ 4.42%
$39.89 - $49.46 $129K - $159K
76.2K $3.77B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.67K
+ 17.53%
$43.53 - $54.46 $203K - $254K
31.3K $1.71B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.15K
+ 6.1%
$44.68 - $45.96 $364K - $374K
142K $6.48B
HD
Home Depot, Inc.

Consumer Cyclical
924
New
$335.24 - $380.78 $310K - $352K
924 $339M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.21K
+ 12.61%
$152.42 - $182.82 $185K - $222K
10.8K $1.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
735
New
$320.42 - $424.58 $236K - $312K
735 $312M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.73K
+ 6.65%
$20.42 - $25.3 $117K - $145K
91.9K $2.33B
URI
United Rentals, Inc.

Industrials
404
New
$551.94 - $753.4 $223K - $304K
404 $304M
FDVV
Fidelity High Dividend ETF

ETFs
5.81K
New
$43.6 - $52.02 $253K - $302K
5.81K $302M
META
Meta Platforms, Inc.

Communication Services
50
+ 3.09%
$484.66 - $738.09 $24.2K - $36.9K
1.67K $1.23B
IBM
International Business Machines Corp

Technology
984
New
$221.03 - $294.78 $217K - $290K
984 $290M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.57K
New
$26.69 - $33.44 $229K - $286K
8.57K $282M
Kayne Anderson Bdc Inc
20.9K
+ 50.0%
N/A
62.7K $957M
IWR
Ishares Russell Mid Cap ETF

ETFs
3K
New
$74.88 - $91.97 $225K - $276K
3K $276M
OEF
Ishares S&P 100 ETF

ETFs
508
+ 14.11%
N/A
4.11K $1.25B
IWM
Ishares Russell 2000 ETF

ETFs
1.27K
New
$174.82 - $215.79 $222K - $274K
1.27K $274M
DVY
Ishares Tr

ETFs
2.06K
New
$118.37 - $134.86 $243K - $277K
2.06K $273M
RTX
Raytheon Technologies Corp

Industrials
1.86K
New
$113.75 - $148.48 $211K - $276K
1.86K $271M
EEM
Ishares Msci Emerging Markets

ETFs
5.34K
New
$38.52 - $48.28 $206K - $258K
5.34K $258M
ITOT
Ishares Core S&P Total U.S. St

ETFs
971
+ 10.52%
$108.12 - $135.04 $105K - $131K
10.2K $1.38B
Blackrock ETF Trust
8.47K
New
N/A
8.47K $244M
GE
General Electric CO

Industrials
937
New
$166.81 - $257.39 $156K - $241K
937 $241M
VZ
Verizon Communications Inc

Communication Services
5.34K
New
$41.67 - $45.62 $222K - $243K
5.34K $231M
IVE
Ishares S&P 500 Value ETF

ETFs
940
+ 11.36%
$168.34 - $195.42 $158K - $184K
9.21K $1.8B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.59K
New
$104.34 - $138.68 $166K - $220K
1.59K $220M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
386
New
$468.22 - $566.51 $181K - $219K
386 $219M
UAL
United Airlines Holdings, Inc.

Industrials
2.56K
New
$56.15 - $84.23 $144K - $215K
2.56K $204M
SPOT
Spotify Technology S.A.

Communication Services
262
New
$503.3 - $775.9 $132K - $203K
262 $201M
TSLA
Tesla, Inc.

Consumer Cyclical
107
+ 3.93%
$221.86 - $362.89 $23.7K - $38.8K
2.83K $900M
QQQ
Invesco Qqq Trust, Series 1

ETFs
231
+ 31.56%
$416.06 - $551.64 $96.1K - $127K
963 $531M
IYW
Ishares Dj Us Tech ETF

ETFs
312
+ 7.93%
$122.57 - $173.27 $38.2K - $54.1K
4.25K $736M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.35K
+ 51.5%
$24.54 - $25.07 $156K - $159K
18.7K $468M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
12.6K
+ 48.41%
$12.71 - $14.52 $160K - $182K
38.5K $535M
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 5.06%
$210.28 - $289.91 $27.3K - $37.7K
2.7K $782M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
469
+ 33.38%
$139.8 - $197.22 $65.6K - $92.5K
1.87K $370M
INTU
Intuit Inc

Technology
30
+ 4.68%
$544.07 - $787.63 $16.3K - $23.6K
671 $528M
IWB
Ishares Tr Russell 1000 ETF

ETFs
199
+ 11.22%
$272.36 - $339.57 $54.2K - $67.6K
1.97K $670M
GOOGL
Alphabet Inc.

Communication Services
214
+ 6.81%
$144.7 - $178.6 $31K - $38.2K
3.36K $591M
GOOG
Alphabet Inc.

Communication Services
169
+ 5.61%
$146.58 - $180.01 $24.8K - $30.4K
3.18K $564M
ABBV
Abb Vie Inc.

Healthcare
628
+ 54.42%
$170.16 - $206.27 $107K - $130K
1.78K $331M
Activity Summary
Buys All Purchases 71 New Holdings 19 Increased Positions 52 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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