Accelerate Investment Advisors LLC Portfolio Holdings by Sector
Accelerate Investment Advisors LLC
- $119 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG AGG IDEV FBND VO IVV VWO SCHA 60 stocks |
$88.2 Million
75.03% of portfolio
|
44
|
13
|
8
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.41 Million
2.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO ADI 3 stocks |
$2.56 Million
2.18% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.5 Million
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL 1 stocks |
$2.42 Million
2.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$2.03 Million
1.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG ONFO 4 stocks |
$1.9 Million
1.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.46 Million
1.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$1.21 Million
1.03% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ ABBV 3 stocks |
$1.04 Million
0.88% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.02 Million
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$954,265
0.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$834,861
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$706,221
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$589,577
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$466,937
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$445,964
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$444,034
0.38% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$439,297
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$437,153
0.37% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$418,785
0.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU 1 stocks |
$393,555
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PTY 1 stocks |
$375,049
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$311,069
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW 1 stocks |
$281,938
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$260,730
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$252,426
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$236,822
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$234,037
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$226,873
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$225,076
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$223,431
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$223,215
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$218,657
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$207,786
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$205,677
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$201,411
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|