Accelerate Investment Advisors LLC Purchases in Q1 2025

Accelerate Investment Advisors LLC

  • $119 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
REET
Ishares Global Reit ETF

ETFs
3.1K
+ 8.71%
$23.24 - $25.16 $72.1K - $78K
38.7K $939M
JNJ
Johnson & Johnson

Healthcare
224
+ 12.56%
$142.06 - $167.7 $31.8K - $37.6K
2.01K $333M
VB
Vanguard Small Cap ETF

ETFs
416
+ 41.03%
$217.89 - $252.64 $90.6K - $105K
1.43K $317M
MCK
Mckesson Corp

Healthcare
2
+ 0.31%
$566.21 - $672.99 $1.13K - $1.35K
653 $439M
V
Visa Inc.

Financial Services
103
+ 12.29%
$306.92 - $362.71 $31.6K - $37.4K
941 $330M
SPGI
S&P Global Inc.

Financial Services
105
+ 13.58%
$478.26 - $543.77 $50.2K - $57.1K
878 $446M
META
Meta Platforms, Inc.

Communication Services
129
+ 8.65%
$576.36 - $736.67 $74.4K - $95K
1.62K $934M
UNH
Unitedhealth Group Inc

Healthcare
83
+ 10.26%
$461.52 - $548.18 $38.3K - $45.5K
892 $467M
LOW
Lowes Companies Inc

Consumer Cyclical
297
+ 32.57%
$222.66 - $268.42 $66.1K - $79.7K
1.21K $282M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
761
+ 29.06%
$74.34 - $81.0 $56.6K - $61.6K
3.38K $257M
PG
Procter & Gamble CO

Consumer Defensive
209
+ 16.43%
$158.56 - $176.26 $33.1K - $36.8K
1.48K $252M
WMT
Walmart Inc.

Consumer Defensive
531
+ 17.59%
$84.5 - $105.05 $44.9K - $55.8K
3.55K $312M
AVGO
Broadcom Inc.

Technology
983
+ 47.49%
$167.43 - $244.7 $165K - $241K
3.05K $511M
SPY
Spdr S&P 500 ETF Trust

ETFs
93
+ 9.48%
$551.42 - $612.93 $51.3K - $57K
1.07K $601M
PEP
Pepsico Inc

Consumer Defensive
186
+ 13.67%
$142.64 - $156.42 $26.5K - $29.1K
1.55K $232M
MSFT
Microsoft Corp

Technology
647
+ 13.59%
$375.39 - $447.2 $243K - $289K
5.41K $2.03B
IWS
Ishares Russell Midcap Value E

ETFs
219
+ 13.34%
$122.59 - $135.24 $26.8K - $29.6K
1.86K $234M
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.05%
$47.4 - $52.99 $94.8 - $106
4.41K $224M
MA
Mastercard Inc

Financial Services
4
+ 0.85%
$504.67 - $576.31 $2.02K - $2.31K
474 $260M
WFC
Wells Fargo & Company

Financial Services
2
+ 0.04%
$66.78 - $81.42 $134 - $163
4.85K $348M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
34
+ 1.22%
$100.32 - $100.76 $3.41K - $3.43K
2.83K $285M
ACN
Accenture PLC

Technology
93
+ 14.67%
$300.91 - $398.25 $28K - $37K
727 $227M
Blackrock Inc
18
+ 7.5%
N/A
258 $244M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3
+ 0.16%
$117.4 - $131.02 $352 - $393
1.85K $221M
XLK
Technology Sector Spdr

ETFs
53
+ 5.33%
$206.38 - $242.18 $10.9K - $12.8K
1.05K $216M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
72
+ 5.4%
$161.27 - $192.3 $11.6K - $13.8K
1.41K $227M
IYW
Ishares Dj Us Tech ETF

ETFs
291
+ 7.99%
$140.44 - $166.79 $40.9K - $48.5K
3.93K $553M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
126
+ 3.34%
$507.05 - $563.67 $63.9K - $71K
3.89K $2B
VO
Vanguard Mid Cap ETF

ETFs
262
+ 1.45%
$251.87 - $277.95 $66K - $72.8K
18.3K $4.73B
GOOGL
Alphabet Inc.

Communication Services
405
+ 14.8%
$154.33 - $206.19 $62.5K - $83.5K
3.14K $486M
IVV
Ishares Core S&P 500 ETF

ETFs
297
+ 3.66%
$554.06 - $615.85 $165K - $183K
8.41K $4.73B
IJS
Ishares S&P Smallcap 600 Value

ETFs
18
+ 0.33%
$96.3 - $112.23 $1.73K - $2.02K
5.4K $527M
IVW
Ishares S&P 500 Growth ETF

ETFs
273
+ 1.63%
$92.45 - $106.69 $25.2K - $29.1K
17.1K $1.58B
TSLA
Tesla, Inc.

Consumer Cyclical
602
+ 28.36%
$222.15 - $428.22 $134K - $258K
2.73K $706M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.35K
+ 1.59%
$23.16 - $27.04 $31.2K - $36.4K
86.2K $2.02B
AAPL
Apple Inc.

Technology
954
+ 6.63%
$209.68 - $247.1 $200K - $236K
15.4K $3.41B
NVDA
Nvidia Corp

Technology
1.23K
+ 7.95%
$106.98 - $149.43 $132K - $184K
16.8K $1.82B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.03K
+ 0.42%
$64.88 - $72.1 $66.9K - $74.3K
247K $16.2B
Activity Summary
Buys All Purchases 89 New Holdings 24 Increased Positions 65 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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