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Accel Wealth Management

Latest statistics and disclosures from Accel Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VNLA, DGRO, AAPL, VTI, AMZN, and represent 15.20% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IGEB, FAUG, LGOV, AVGO, FJUL, VMBS, ANGL, JAAA, PTY, MUB.
Started 30 new stock positions in IGEB, IWN, SLYV, SO, T, FSEP, MUB, LGOV, XEL, FSK.
Reduced shares in these 10 stocks: FTSL, GLD, VNLA, PG, SRLN, PGF, GNOV, GSEP, DE, DVN.
Sold out of its positions in AMAT, STZ, EXC, FJAN, FIXD, GNOV, GSEP, DNA, HR, MRO. MPC, NFLX, NUE, OCSL, OXY.WS, PDM, SBRA, TELL.
Accel Wealth Management was a net buyer of stock by $7.5M.
Accel Wealth Management has $269M in assets under management (AUM), dropping by 7.49%.
Central Index Key (CIK): 0001838226

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 256 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	4.0	$11M	-7%	221k	49.04	View chart
Ishares Tr Core Div Grwth (DGRO)	3.7	$9.9M		158k	62.69	View chart
Apple (AAPL)	2.6	$6.9M		30k	233.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$6.9M	+3%	24k	283.16	View chart
Amazon (AMZN)	2.3	$6.3M	+2%	34k	186.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$5.8M		45k	128.20	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$5.5M		31k	174.57	View chart
Vanguard World Energy Etf (VDE)	2.0	$5.3M	+10%	44k	122.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.0	$5.3M	+5%	32k	167.67	View chart
PIMCO Corporate Opportunity Fund (PTY)	2.0	$5.3M	+15%	367k	14.39	View chart
Us Bancorp Del Com New (USB)	1.9	$5.0M		110k	45.73	View chart
NVIDIA Corporation (NVDA)	1.8	$4.8M	+8%	40k	121.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$4.3M		8.8k	488.09	View chart
Microsoft Corporation (MSFT)	1.5	$4.2M	+3%	9.7k	430.29	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$3.4M	+31%	115k	29.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$3.4M		20k	165.85	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	1.2	$3.1M		172k	18.04	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	1.1	$2.9M	-2%	119k	24.69	View chart
Deere & Company (DE)	1.1	$2.9M	-9%	7.0k	417.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.0	$2.8M	+11%	27k	101.27	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.0	$2.7M	+2%	46k	59.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.7M		13k	198.05	View chart
Occidental Petroleum Corporation (OXY)	1.0	$2.6M		51k	51.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$2.5M		17k	149.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.5M	-2%	4.8k	527.71	View chart
Cohen & Steers infrastucture Fund (UTF)	0.9	$2.4M		93k	26.03	View chart
Pepsi (PEP)	0.9	$2.3M		14k	170.04	View chart
Ishares Tr Investment Grade (IGEB)	0.9	$2.3M	NEW	50k	46.47	View chart
Vanguard World Health Car Etf (VHT)	0.8	$2.3M		8.1k	282.19	View chart
First Tr Value Line Divid In SHS (FVD)	0.8	$2.2M	-3%	49k	45.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$2.2M		8.9k	245.45	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$2.2M	-59%	47k	45.89	View chart
Kinder Morgan (KMI)	0.8	$2.2M		98k	22.09	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.8	$2.1M	-2%	37k	58.27	View chart
Blackstone Group Inc Com Cl A (BX)	0.8	$2.1M	-2%	14k	153.13	View chart
Vanguard World Consum Stp Etf (VDC)	0.7	$2.0M		9.0k	218.49	View chart
Royce Value Trust (RVT)	0.7	$1.9M		122k	15.70	View chart
Vanguard World Extended Dur (EDV)	0.7	$1.9M	+39%	24k	79.68	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.9M	+2%	8.8k	210.86	View chart
Procter & Gamble Company (PG)	0.7	$1.8M	-31%	10k	173.21	View chart
Gabelli Equity Trust (GAB)	0.7	$1.8M		326k	5.49	View chart
Prudential Financial (PRU)	0.7	$1.8M	-3%	15k	121.10	View chart
Broadcom (AVGO)	0.7	$1.8M	+866%	10k	172.49	View chart
Vanguard World Utilities Etf (VPU)	0.6	$1.7M	+20%	9.9k	174.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$1.7M	+11%	6.3k	267.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$1.7M	NEW	37k	45.75	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$1.7M	+45%	21k	80.78	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.6	$1.6M	NEW	72k	22.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$1.6M	+3%	13k	120.33	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.6	$1.6M	+7%	26k	58.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.5M		2.7k	576.81	View chart
Select Sector Spdr Tr Financial (XLF)	0.6	$1.5M	+3%	34k	45.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.5M		29k	52.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$1.5M	-6%	46k	33.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.4M		3.5k	383.98	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.5	$1.3M		11k	124.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.5	$1.3M	-2%	28k	46.51	View chart
Phillips Edison & Co Common Stock (PECO)	0.5	$1.3M		34k	37.71	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$1.2M	+14%	17k	72.97	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.5	$1.2M	-11%	61k	19.78	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.4	$1.1M	-3%	95k	12.04	View chart
Raytheon Technologies Corp (RTX)	0.4	$1.1M		9.3k	121.15	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$1.1M	+5%	16k	66.19	View chart
Abbvie (ABBV)	0.4	$1.1M	-5%	5.4k	197.49	View chart
Chevron Corporation (CVX)	0.4	$1.0M	-6%	7.0k	147.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.4	$1.0M	NEW	21k	48.11	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.4	$1.0M	-38%	65k	15.66	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$1.0M	+15%	49k	20.78	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$1.0M		56k	18.10	View chart
Strategy Ns 7handl Idx (HNDL)	0.4	$989k		44k	22.25	View chart
International Business Machines (IBM)	0.4	$974k		4.4k	221.09	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$967k	-76%	4.0k	243.03	View chart
Ares Capital Corporation (ARCC)	0.4	$959k	-7%	46k	20.94	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$908k	NEW	19k	47.21	View chart
Eli Lilly & Co. (LLY)	0.3	$898k		1.0k	886.15	View chart
Johnson & Johnson (JNJ)	0.3	$873k	+6%	5.4k	162.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.3	$853k	-5%	28k	30.40	View chart
Starwood Property Trust (STWD)	0.3	$852k	+2%	42k	20.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.3	$818k	-20%	27k	30.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$809k	-3%	14k	59.51	View chart
Ishares Tr Us Consm Staples (IYK)	0.3	$808k	+35%	11k	70.57	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$806k	-3%	4.2k	191.33	View chart
Ameriprise Financial (AMP)	0.3	$793k		1.7k	469.88	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$779k	-3%	19k	41.95	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$776k	NEW	15k	50.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$772k	+2%	3.5k	220.92	View chart
Exxon Mobil Corporation (XOM)	0.3	$749k	-4%	6.4k	117.23	View chart
Global X Fds Cybrscurty Etf (BUG)	0.3	$732k		24k	30.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$730k	+15%	1.6k	460.26	View chart
Bank of America Corporation (BAC)	0.3	$720k	-2%	18k	39.68	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.3	$720k	+110%	11k	65.91	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$719k	-13%	58k	12.35	View chart
Archer Daniels Midland Company (ADM)	0.3	$719k	-8%	12k	59.74	View chart
Nextera Energy (NEE)	0.3	$716k		8.5k	84.53	View chart
Northrop Grumman Corporation (NOC)	0.3	$711k		1.3k	528.25	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$710k		17k	41.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$706k	-3%	4.2k	167.18	View chart
Lockheed Martin Corporation (LMT)	0.3	$701k	-3%	1.2k	584.45	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.3	$684k	-23%	12k	56.63	View chart
Palantir Technologies Cl A (PLTR)	0.3	$684k	+4%	18k	37.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$674k	+26%	3.8k	179.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$674k	+5%	16k	41.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.2	$669k		17k	40.43	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$667k	+38%	18k	36.44	View chart
Merck & Co (MRK)	0.2	$656k	-3%	5.8k	113.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$654k		2.7k	243.47	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$651k	-2%	81k	8.07	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$648k	+26%	6.2k	104.18	View chart
Honeywell International (HON)	0.2	$636k	+2%	3.1k	206.69	View chart
Cisco Systems (CSCO)	0.2	$635k	-16%	12k	53.22	View chart
Qualcomm (QCOM)	0.2	$631k	-3%	3.7k	170.04	View chart
Wp Carey (WPC)	0.2	$626k		10k	62.30	View chart
salesforce (CRM)	0.2	$625k		2.3k	273.72	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$622k		27k	23.02	View chart
Costco Wholesale Corporation (COST)	0.2	$606k		683.00	886.79	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$605k	NEW	5.6k	108.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$602k		2.5k	237.19	View chart
Intel Corporation (INTC)	0.2	$564k	+80%	24k	23.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$547k		15k	37.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$544k		2.1k	263.87	View chart
S&p Global (SPGI)	0.2	$542k		1.0k	516.62	View chart
Devon Energy Corporation (DVN)	0.2	$536k	-33%	14k	39.12	View chart
T. Rowe Price (TROW)	0.2	$510k	-6%	4.7k	108.94	View chart
Kenvue (KVUE)	0.2	$509k		22k	23.13	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$509k	+7%	3.6k	143.01	View chart
Advanced Micro Devices (AMD)	0.2	$505k		3.1k	164.10	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$503k	-16%	21k	23.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$499k	-17%	10k	48.56	View chart
Wal-Mart Stores (WMT)	0.2	$495k	+3%	6.1k	80.75	View chart
General Dynamics Corporation (GD)	0.2	$480k		1.6k	302.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.2	$480k	NEW	11k	44.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$479k		13k	36.13	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$477k		5.7k	84.04	View chart
First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU)	0.2	$471k		15k	30.83	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$465k		4.3k	108.17	View chart
Eaton Corp SHS (ETN)	0.2	$462k	+2%	1.4k	331.40	View chart
American Express Company (AXP)	0.2	$462k	+3%	1.7k	271.26	View chart
Constellation Energy (CEG)	0.2	$455k	+40%	1.8k	260.01	View chart
Micron Technology (MU)	0.2	$436k		4.2k	103.72	View chart
Duke Energy Corp Com New (DUK)	0.2	$436k		3.8k	115.30	View chart
Verizon Communications (VZ)	0.2	$436k	-2%	9.7k	44.91	View chart
Oneok (OKE)	0.2	$434k		4.8k	91.13	View chart
Emerson Electric (EMR)	0.2	$433k	+2%	4.0k	109.37	View chart
Philip Morris International (PM)	0.2	$422k	+10%	3.5k	121.40	View chart
Caterpillar (CAT)	0.2	$417k	-3%	1.1k	391.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$417k		5.0k	82.94	View chart
Alliant Energy Corporation (LNT)	0.2	$407k	-2%	6.7k	60.69	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$406k	+2%	25k	16.16	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.2	$403k		7.8k	51.82	View chart
Walt Disney Company (DIS)	0.1	$402k		4.2k	96.20	View chart
Meta Platforms Cl A (META)	0.1	$400k		698.00	572.69	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$399k	+73%	21k	19.07	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$392k	-64%	9.4k	41.76	View chart
ConocoPhillips (COP)	0.1	$388k	+2%	3.7k	105.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$387k	+8%	659.00	586.52	View chart
Visa Com Cl A (V)	0.1	$380k		1.4k	274.88	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$380k		4.6k	83.00	View chart
Boston Scientific Corporation (BSX)	0.1	$379k	-7%	4.5k	83.80	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.1	$379k		4.8k	79.57	View chart
Stoneco Com Cl A (STNE)	0.1	$378k		34k	11.26	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$376k	-7%	6.2k	61.04	View chart
Valero Energy Corporation (VLO)	0.1	$375k		2.8k	135.01	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$375k	+27%	11k	34.79	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.1	$368k	NEW	3.0k	124.56	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$366k	-9%	14k	26.28	View chart
Central Securities (CET)	0.1	$365k		8.0k	45.84	View chart
Robert Half International (RHI)	0.1	$352k	-2%	5.2k	67.41	View chart
BP Sponsored Adr (BP)	0.1	$351k	-2%	11k	31.39	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$350k	-5%	6.6k	52.86	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$345k	+3%	2.0k	173.70	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$339k	-5%	27k	12.71	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$338k	-8%	7.0k	48.12	View chart
Nrg Energy Com New (NRG)	0.1	$335k		3.7k	91.09	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$332k	+5%	252.00	1316.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$332k	+5%	6.9k	47.85	View chart
McDonald's Corporation (MCD)	0.1	$331k	+28%	1.1k	304.60	View chart
Newmont Mining Corporation (NEM)	0.1	$329k	-3%	6.2k	53.45	View chart
UnitedHealth (UNH)	0.1	$328k	-12%	561.00	584.81	View chart
American Electric Power Company (AEP)	0.1	$324k		3.2k	102.59	View chart
Q2 Holdings (QTWO)	0.1	$321k	-3%	4.0k	79.77	View chart
Goldman Sachs (GS)	0.1	$318k	-27%	643.00	494.99	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$311k		16k	19.64	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$308k	+4%	8.5k	36.38	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$308k		7.3k	41.96	View chart
Abbott Laboratories (ABT)	0.1	$301k		2.6k	113.99	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$298k	-22%	2.7k	110.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$292k		3.7k	79.41	View chart
Citigroup Com New (C)	0.1	$292k	-4%	4.7k	62.60	View chart
Casey's General Stores (CASY)	0.1	$290k	+4%	771.00	375.71	View chart
Tesla Motors (TSLA)	0.1	$288k	NEW	1.1k	261.63	View chart
Mastercard Incorporated Cl A (MA)	0.1	$285k		577.00	493.87	View chart
Coca-Cola Company (KO)	0.1	$285k	+7%	4.0k	71.86	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$277k		28k	10.02	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$273k	+12%	3.0k	90.40	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$270k		15k	18.26	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$268k	-4%	4.4k	61.11	View chart
At&t (T)	0.1	$264k	NEW	12k	22.00	View chart
Lennar Corp Cl A (LEN)	0.1	$264k	-12%	1.4k	187.46	View chart
Boeing Company (BA)	0.1	$260k	+6%	1.7k	152.04	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$258k		609.00	422.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$253k		1.1k	225.66	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$253k	+5%	2.3k	109.33	View chart
Oge Energy Corp (OGE)	0.1	$251k		6.1k	41.02	View chart
Arista Networks (ANET)	0.1	$251k	NEW	653.00	383.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$249k		7.3k	34.29	View chart
Union Pacific Corporation (UNP)	0.1	$245k		994.00	246.54	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$243k	+8%	3.3k	74.68	View chart
Xcel Energy (XEL)	0.1	$241k	NEW	3.7k	65.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$240k	+7%	1.2k	200.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$239k	NEW	637.00	375.38	View chart
D.R. Horton (DHI)	0.1	$238k	NEW	1.2k	190.74	View chart
Pfizer (PFE)	0.1	$236k	-2%	8.1k	28.94	View chart
Martin Marietta Materials (MLM)	0.1	$235k		436.00	538.07	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$233k		1.4k	169.23	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$232k	NEW	3.2k	73.67	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$231k	-7%	2.4k	96.39	View chart
Freeport-mcmoran CL B (FCX)	0.1	$231k	-34%	4.6k	49.92	View chart
Bristol Myers Squibb (BMY)	0.1	$228k	-9%	4.4k	51.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$226k	-2%	2.9k	78.70	View chart
Williams Companies (WMB)	0.1	$226k	-8%	5.0k	45.65	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$226k	-32%	2.0k	110.48	View chart
United Parcel Service CL B (UPS)	0.1	$226k	-6%	1.7k	136.33	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$223k	-16%	4.6k	48.36	View chart
EOG Resources (EOG)	0.1	$222k	-5%	1.8k	122.91	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$218k		3.5k	62.20	View chart
General Mills (GIS)	0.1	$217k	NEW	2.9k	73.85	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$217k	NEW	4.8k	45.65	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$216k		3.2k	67.03	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$215k	NEW	2.3k	95.49	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$213k	NEW	1.3k	166.83	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$212k	NEW	4.1k	51.44	View chart
Dupont De Nemours (DD)	0.1	$211k	NEW	2.4k	89.10	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$208k	NEW	2.4k	86.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$208k	NEW	1.7k	125.62	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$207k	NEW	3.6k	57.83	View chart
Southern Company (SO)	0.1	$204k	NEW	2.3k	90.17	View chart
Rbc Cad (RY)	0.1	$204k	NEW	1.6k	124.74	View chart
Toro Company (TTC)	0.1	$204k		2.3k	86.72	View chart
Cloudflare Cl A Com (NET)	0.1	$203k	+3%	2.5k	80.89	View chart
Waste Connections (WCN)	0.1	$202k	-4%	1.1k	178.78	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$200k	-30%	3.0k	66.91	View chart
Fs Kkr Capital Corp (FSK)	0.1	$197k	NEW	10k	19.73	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$193k		12k	16.09	View chart
Community Healthcare Tr (CHCT)	0.1	$182k	NEW	10k	18.15	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$180k	-13%	13k	13.49	View chart
Myomo Com New (MYO)	0.1	$168k	-4%	42k	4.01	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$168k	+25%	13k	13.39	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$165k	+20%	12k	13.76	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$154k	-5%	11k	13.63	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$144k	NEW	31k	4.66	View chart
Easterly Government Properti reit (DEA)	0.1	$136k		10k	13.58	View chart
Medical Properties Trust (MPW)	0.0	$100k		17k	5.85	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$100k	+20%	12k	8.29	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$61k	+3%	13k	4.76	View chart
Fibrogen (FGEN)	0.0	$38k		96k	0.40	View chart
Kulr Technology Group (KULR)	0.0	$20k	-3%	71k	0.28	View chart

Past Filings by Accel Wealth Management

SEC 13F filings are viewable for Accel Wealth Management going back to 2020

Accel Wealth Management 2024 Q3 filed Oct. 15, 2024
Accel Wealth Management 2024 Q2 filed July 12, 2024
Accel Wealth Management 2024 Q1 filed April 19, 2024
Accel Wealth Management 2023 Q4 filed Jan. 18, 2024
Accel Wealth Management 2023 Q3 filed Oct. 19, 2023
Accel Wealth Management 2023 Q2 filed July 24, 2023
Accel Wealth Management 2023 Q1 filed April 20, 2023
Accel Wealth Management 2022 Q4 filed Jan. 26, 2023
Accel Wealth Management 2022 Q3 filed Oct. 12, 2022
Accel Wealth Management 2022 Q2 filed Aug. 3, 2022
Accel Wealth Management 2022 Q1 filed April 29, 2022
Accel Wealth Management 2021 Q4 filed Jan. 18, 2022
Accel Wealth Management 2021 Q3 filed Nov. 4, 2021
Accel Wealth Management 2021 Q2 filed Aug. 3, 2021
Accel Wealth Management 2021 Q1 filed May 10, 2021
Accel Wealth Management 2020 Q4 filed Jan. 27, 2021

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