Accelerate Investment Advisors LLC Incresed Positions in Q1 2025

Accelerate Investment Advisors LLC

  • $119 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
2.37K
+ 1.65%
$63.77 - $71.36 $151K - $169K
146K $10.1B
OEF
Ishares S&P 100 ETF

ETFs
1.95K
+ 118.58%
N/A
3.6K $975M
GLD
Spdr Gold Trust

ETFs
1.34K
+ 103.89%
$243.19 - $288.14 $325K - $385K
2.62K $755M
IVE
Ishares S&P 500 Value ETF

ETFs
1.95K
+ 30.76%
$185.78 - $198.58 $362K - $386K
8.27K $1.58B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.26K
+ 30.68%
$168.16 - $186.21 $380K - $420K
9.62K $1.64B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.12K
+ 3.19%
$44.41 - $45.98 $183K - $190K
134K $6.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
331
+ 26.76%
$442.66 - $534.52 $147K - $177K
1.57K $835M
IWB
Ishares Tr Russell 1000 ETF

ETFs
855
+ 93.04%
$302.31 - $337.54 $258K - $289K
1.77K $544M
EFV
Msci Eafe Value ETF

ETFs
1.82K
+ 11.19%
$51.88 - $60.73 $94.6K - $111K
18.1K $1.07B
IEMG
Ishares Inc

ETFs
3.59K
+ 47.82%
N/A
11.1K $600M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.91K
+ 6.34%
$25.69 - $26.89 $100K - $105K
65.6K $1.76B
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
11.4K
+ 78.68%
$14.22 - $14.83 $162K - $169K
25.9K $375M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.29K
+ 19.17%
$48.06 - $53.73 $206K - $230K
26.6K $1.3B
AMGN
Amgen Inc

Healthcare
283
+ 23.33%
$258.59 - $327.36 $73.2K - $92.6K
1.5K $466M
JPM
Jpmorgan Chase & CO

Financial Services
533
+ 26.2%
$225.19 - $279.95 $120K - $149K
2.57K $630M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 1.42%
$42.5 - $46.71 $43.3K - $47.6K
72.9K $3.3B
Linde PLC
147
+ 11.86%
N/A
1.39K $646M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
649
+ 59.76%
$196.12 - $229.48 $127K - $149K
1.74K $351M
XOM
Exxon Mobil Corp

Energy
280
+ 3.48%
$105.44 - $118.93 $29.5K - $33.3K
8.33K $991M
CVX
Chevron Corp

Energy
307
+ 12.15%
$146.71 - $167.97 $45K - $51.6K
2.83K $474M
QQQ
Invesco Qqq Trust, Series 1

ETFs
251
+ 52.18%
$468.34 - $539.52 $118K - $135K
732 $343M
COST
Costco Wholesale Corp

Consumer Defensive
83
+ 13.93%
$890.62 - $1076.86 $73.9K - $89.4K
679 $643M
AVDE
American Centy ETF Tr Avantis

ETFs
1.05K
+ 20.47%
$60.63 - $68.55 $63.8K - $72.2K
6.2K $411M
AMT
American Tower Corp

Real Estate
242
+ 20.37%
$173.46 - $217.6 $42K - $52.7K
1.43K $311M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
995
+ 12.01%
$76.94 - $78.28 $76.6K - $77.9K
9.28K $727M
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
FVD
First Tr Value Line Divid Inde

ETFs
1.1K
+ 20.27%
$42.61 - $45.51 $46.8K - $50K
6.52K $291M
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
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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