Accelerate Investment Advisors LLC Reduced Holdings in Q3 2025

Accelerate Investment Advisors LLC

  • $147 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.68K
- 44.6%
$567.77 - $614.76 $954K - $1.03M
2.09K $1.28B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-10.1K
- 42.31%
$72.57 - $74.72 $731K - $753K
13.7K $1.02B
VTI
Vanguard Total Stock Market Et

ETFs
-1.58K
- 42.64%
$303.93 - $329.86 $480K - $521K
2.12K $697M
EFG
Msci Eafe Growth ETF

ETFs
-3.3K
- 55.44%
$106.99 - $114.46 $353K - $378K
2.65K $302M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.13K
- 50.24%
$171.38 - $197.01 $366K - $420K
2.11K $414M
Kayne Anderson Bdc Inc
-10.9K
- 17.45%
N/A
51.8K $690M
EFV
Msci Eafe Value ETF

ETFs
-4.88K
- 16.83%
$62.79 - $68.42 $306K - $334K
24.1K $1.64B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.28K
- 11.85%
$182.33 - $194.5 $234K - $250K
9.55K $1.86B
AMGN
Amgen Inc

Healthcare
-291
- 20.92%
$271.18 - $309.22 $78.9K - $90K
1.1K $310M
INTU
Intuit Inc

Technology
-2
- 0.3%
$646.03 - $807.39 $1.29K - $1.61K
669 $457M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-2.69K
- 21.9%
$27.61 - $29.15 $74.3K - $78.4K
9.59K $279M
AMZN
Amazon Com Inc

Consumer Cyclical
-261
- 1.69%
$211.65 - $238.24 $55.2K - $62.2K
15.2K $3.34B
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.31%
$915.95 - $994.57 $1.83K - $1.99K
638 $591M
SPGI
S&P Global Inc.

Financial Services
-17
- 2.11%
$484.94 - $564.15 $8.24K - $9.59K
790 $384M
TFLO
Ishares Treasury Floating Rate

ETFs
-774
- 9.99%
$50.45 - $50.65 $39K - $39.2K
6.97K $353M
V
Visa Inc.

Financial Services
-40
- 4.09%
$332.09 - $358.86 $13.3K - $14.4K
938 $320M
IBM
International Business Machines Corp

Technology
-31
- 3.15%
$234.77 - $292.47 $7.28K - $9.07K
953 $269M
ADP
Automatic Data Processing Inc

Industrials
-23
- 2.75%
$288.69 - $310.94 $6.64K - $7.15K
813 $239M
KO
Coca Cola CO

Consumer Defensive
-20
- 0.63%
$65.67 - $71.67 $1.31K - $1.43K
3.17K $210M
PG
Procter & Gamble CO

Consumer Defensive
-20
- 1.23%
$150.47 - $161.22 $3.01K - $3.22K
1.61K $247M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-496
- 4.03%
$22.9 - $23.58 $11.4K - $11.7K
11.8K $277M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-237
- 6.82%
$62.09 - $66.51 $14.7K - $15.8K
3.24K $211M
CSCO
Cisco Systems, Inc.

Technology
-3
- 0.07%
$66.2 - $71.79 $199 - $215
4.12K $282M
ADI
Analog Devices Inc

Technology
-45
- 4.7%
$220.68 - $255.63 $9.93K - $11.5K
913 $224M
YEAR
Ab Active Etfs Inc Ultra Short
-36
- 0.75%
N/A
4.77K $242M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-133
- 1.02%
$19.01 - $19.39 $2.53K - $2.58K
12.9K $249M
FVD
First Tr Value Line Divid Inde

ETFs
-237
- 3.48%
$44.73 - $46.86 $10.6K - $11.1K
6.57K $304M
VNLA
Janus Henderson Short Duration

ETFs
-13
- 0.28%
$48.99 - $49.29 $637 - $641
4.58K $226M
Linde PLC
-2
- 0.16%
N/A
1.27K $604M
IWR
Ishares Russell Mid Cap ETF

ETFs
-65
- 2.16%
$92.26 - $97.51 $6K - $6.34K
2.94K $284M
IEV
Ishares Tr Europe ETF

ETFs
-40
- 0.88%
$61.37 - $65.49 $2.45K - $2.62K
4.53K $296M
WMT
Walmart Inc.

Consumer Defensive
-71
- 2.15%
$94.4 - $104.27 $6.7K - $7.4K
3.23K $332M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-5
- 0.15%
$81.55 - $85.33 $408 - $427
3.37K $286M
UNH
Unitedhealth Group Inc

Healthcare
-14
- 1.97%
$237.77 - $353.61 $3.33K - $4.95K
697 $241M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-72
- 0.84%
$32.53 - $35.69 $2.34K - $2.57K
8.5K $301M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-12
- 0.3%
N/A
4.04K $400M
HD
Home Depot, Inc.

Consumer Cyclical
-30
- 3.25%
$357.4 - $423.42 $10.7K - $12.7K
894 $362M
IWM
Ishares Russell 2000 ETF

ETFs
-32
- 2.52%
$214.92 - $244.84 $6.88K - $7.83K
1.24K $299M
AVDE
American Centy ETF Tr Avantis

ETFs
-9
- 0.15%
$73.24 - $79.04 $659 - $711
6K $474M
XOM
Exxon Mobil Corp

Energy
-96
- 1.08%
$105.83 - $117.22 $10.2K - $11.3K
8.8K $992M
UAL
United Airlines Holdings, Inc.

Industrials
-5
- 0.2%
$80.05 - $109.36 $400 - $547
2.55K $246M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-67
- 2.37%
$89.32 - $107.82 $5.98K - $7.22K
2.76K $298M
JPM
Jpmorgan Chase & CO

Financial Services
-30
- 1.11%
$282.78 - $316.06 $8.48K - $9.48K
2.67K $841M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-197
- 1.93%
$135.0 - $146.02 $26.6K - $28.8K
10K $1.46B
MSFT
Microsoft Corp

Technology
-49
- 0.88%
$491.09 - $535.64 $24.1K - $26.2K
5.51K $2.86B
AVGO
Broadcom Inc.

Technology
-28
- 1.01%
$264.74 - $369.57 $7.41K - $10.3K
2.74K $905M
IVW
Ishares S&P 500 Growth ETF

ETFs
-248
- 1.35%
$108.97 - $121.65 $27K - $30.2K
18.1K $2.19B
GOOG
Alphabet Inc.

Communication Services
-48
- 1.51%
$175.16 - $255.24 $8.41K - $12.3K
3.13K $763M
IVV
Ishares Core S&P 500 ETF

ETFs
-99
- 1.33%
$620.67 - $670.08 $61.4K - $66.3K
7.37K $4.93B
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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