Accelerate Investment Advisors LLC Portfolio Holdings

Accelerate Investment Advisors LLC

  • $102 Billion
  • Q3 2024

Accelerate Investment Advisors LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $16.2B, Ishares Core U.S. Aggregate Bo with a value of $10.7B, Ishares Core Msci Intl Develop with a value of $9.6B, Fidelity Merrimack Str Tr Tota with a value of $5.64B, and Vanguard Mid Cap ETF with a value of $4.53B.

Examining the 13F form we can see an increase of $102B in the current position value.

Accelerate Investment Advisors LLC is based out at Aliso Viejo, CA

Below you can find more details about Accelerate Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $82.3 Billion
Technology: $7.21 Billion
Consumer Cyclical: $3.18 Billion
Energy: $2.77 Billion
Financial Services: $1.93 Billion
Communication Services: $1.71 Billion
Healthcare: $1.04 Billion
Real Estate: $444 Million
Other: $417 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.2 Billion 15.79% of portfolio
239,546
Q3 2024 New
$0
$10.7 Billion 10.45% of portfolio
105,653
Q3 2024 New
$0
$9.6 Billion 9.38% of portfolio
135,596
Q3 2024 New
$0
$5.64 Billion 5.51% of portfolio
120,655
Q3 2024 New
$0
$4.53 Billion 4.42% of portfolio
17,171
Q3 2024 New
$0
$4.2 Billion 4.1% of portfolio
7,283
Q3 2024 New
$0
$3.23 Billion 3.16% of portfolio
67,539
Q3 2024 New
$0
$2.09 Billion 2.04% of portfolio
40,598
Q3 2024 New
$0
$1.85 Billion 1.8% of portfolio
3,500
Q3 2024 New
$0
$1.8 Billion 1.76% of portfolio
23,958
Q3 2024 New
$0
$1.56 Billion 1.52% of portfolio
29,025
Q3 2024 New
$0
$1.21 Billion 1.19% of portfolio
12,679
Q3 2024 New
$0
$1.17 Billion 1.14% of portfolio
9,333
Q3 2024 New
$0
$1.1 Billion 1.07% of portfolio
6,112
Q3 2024 New
$0
$1.01 Billion 0.99% of portfolio
3,567
Q3 2024 New
$0
$946 Million 0.92% of portfolio
4,796
Q3 2024 New
$0
$916 Million 0.89% of portfolio
34,332
Q3 2024 New
$0
$763 Million 0.75% of portfolio
13,261
Q3 2024 New
$0
$768 Million 0.75% of portfolio
7,130
Q3 2024 New
$0
$658 Million 0.64% of portfolio
8,193
Q3 2024 New
$0
$636 Million 0.62% of portfolio
3,641
Q3 2024 New
$0
$600 Million 0.59% of portfolio
7,629
Q3 2024 New
$0
$584 Million 0.57% of portfolio
5,607
Q3 2024 New
$0
$548 Million 0.54% of portfolio
5,094
Q3 2024 New
$0
$517 Million 0.51% of portfolio
10,223
Q3 2024 New
$0
$526 Million 0.51% of portfolio
5,429
Q3 2024 New
$0
$466 Million 0.46% of portfolio
3,073
Q3 2024 New
$0
$458 Million 0.45% of portfolio
1,656
Q3 2024 New
$0
$455 Million 0.44% of portfolio
792
Q3 2024 New
$0
$446 Million 0.44% of portfolio
5,751
Q3 2024 New
$0
$435 Million 0.42% of portfolio
1,133
Q3 2024 New
$0
$417 Million 0.41% of portfolio
22,591
Q3 2024 New
$0
$408 Million 0.4% of portfolio
6,669
Q3 2024 New
$0
$354 Million 0.35% of portfolio
6,918
Q3 2024 New
$0
$349 Million 0.34% of portfolio
6,874
Q3 2024 New
$0
$344 Million 0.34% of portfolio
5,132
Q3 2024 New
$0
$349 Million 0.34% of portfolio
7,121
Q3 2024 New
$0
$313 Million 0.31% of portfolio
995
Q3 2024 New
$82B
$322 Million 0.31% of portfolio
1,323
Q3 2024 New
$0
$314 Million 0.31% of portfolio
5,471
Q3 2024 New
$0
$320 Million 0.31% of portfolio
545
Q3 2024 New
$0
$278 Million 0.27% of portfolio
2,762
Q3 2024 New
$0
$253 Million 0.25% of portfolio
13,363
Q3 2024 New
$0
$234 Million 0.23% of portfolio
2,001
Q3 2024 New
$0
$221 Million 0.22% of portfolio
4,850
Q3 2024 New
$0
$227 Million 0.22% of portfolio
1,837
Q3 2024 New
$0
$223 Million 0.22% of portfolio
3,438
Q3 2024 New
$0
$223 Million 0.22% of portfolio
2,863
Q3 2024 New
$0
$216 Million 0.21% of portfolio
1,239
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $102 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 84 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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