Accelerate Investment Advisors LLC Incresed Positions 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
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
IVW
Ishares S&P 500 Growth ETF

ETFs
1.31K
+ 7.66%
$82.96 - $110.1 $108K - $144K
18.4K $2.02B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.15K
+ 6.1%
$44.68 - $45.96 $364K - $374K
142K $6.48B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.21K
+ 12.61%
$152.42 - $182.82 $185K - $222K
10.8K $1.98B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.73K
+ 6.65%
$20.42 - $25.3 $117K - $145K
91.9K $2.33B
META
Meta Platforms, Inc.

Communication Services
50
+ 3.09%
$484.66 - $738.09 $24.2K - $36.9K
1.67K $1.23B
Kayne Anderson Bdc Inc
20.9K
+ 50.0%
N/A
62.7K $957M
OEF
Ishares S&P 100 ETF

ETFs
508
+ 14.11%
N/A
4.11K $1.25B
ITOT
Ishares Core S&P Total U.S. St

ETFs
971
+ 10.52%
$108.12 - $135.04 $105K - $131K
10.2K $1.38B
IVE
Ishares S&P 500 Value ETF

ETFs
940
+ 11.36%
$168.34 - $195.42 $158K - $184K
9.21K $1.8B
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
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 2.33%
$496.48 - $617.85 $12.4K - $15.4K
1.1K $679M
VTV
Vanguard Value ETF

ETFs
265
+ 5.63%
$153.67 - $176.74 $40.7K - $46.8K
4.98K $879M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 15.97%
$376.48 - $440.65 $37.6K - $44.1K
726 $320M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.65K
+ 4.04%
$26.18 - $26.93 $69.4K - $71.3K
68.2K $1.82B
PM
Philip Morris International Inc.

Consumer Defensive
116
+ 8.22%
$149.23 - $184.95 $17.3K - $21.5K
1.53K $278M
REET
Ishares Global Reit ETF

ETFs
1.49K
+ 3.86%
$21.59 - $25.16 $32.2K - $37.6K
40.2K $993M
CSCO
Cisco Systems, Inc.

Technology
329
+ 8.67%
$53.19 - $69.38 $17.5K - $22.8K
4.12K $286M
ADP
Automatic Data Processing Inc

Industrials
123
+ 17.25%
$276.76 - $326.81 $34K - $40.2K
836 $258M
BND
Vanguard Bd Index Fd Inc Total

ETFs
331
+ 1.41%
$72.02 - $73.82 $23.8K - $24.4K
23.8K $1.75B
MA
Mastercard Inc

Financial Services
31
+ 6.54%
$479.92 - $590.74 $14.9K - $18.3K
505 $284M
KO
Coca Cola CO

Consumer Defensive
325
+ 11.34%
$68.37 - $73.9 $22.2K - $24K
3.19K $226M
V
Visa Inc.

Financial Services
37
+ 3.93%
$308.27 - $373.31 $11.4K - $13.8K
978 $347M
SCHV
Schwab Strategic Tr Us Large C

ETFs
81
+ 0.66%
$23.55 - $27.67 $1.91K - $2.24K
12.3K $340M
FVD
First Tr Value Line Divid Inde

ETFs
291
+ 4.47%
$40.62 - $45.12 $11.8K - $13.1K
6.81K $304M
IJS
Ishares S&P Smallcap 600 Value

ETFs
23
+ 0.43%
$83.54 - $100.04 $1.92K - $2.3K
5.42K $540M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3
+ 0.16%
$103.88 - $123.68 $312 - $371
1.85K $229M
PG
Procter & Gamble CO

Consumer Defensive
148
+ 9.99%
$157.66 - $172.39 $23.3K - $25.5K
1.63K $260M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
34
+ 1.2%
$100.04 - $100.54 $3.4K - $3.42K
2.87K $288M
VNLA
Janus Henderson Short Duration

ETFs
4
+ 0.09%
$48.74 - $49.2 $195 - $197
4.59K $226M
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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