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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 DGRO, VNLA, SCHG, AAPL, VTV, and represent 16.42% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$7.5M), DGRO, VTV, RTX, AGG, JAAA, XMMO, RDVY, GLD, DE.
Started 15 new stock positions in SCHV, GM, HDV, BUFR, NET, AVDE, SPHY, SO, MPC, VRP. VFH, XIMR, DFIV, EFA, WCN.
Reduced shares in these 10 stocks: FAPR, PLTR, NVDA, VTI, EDV, AVGO, VYM, LGOV, IWF, BHK.
Sold out of its positions in DFUS, FGEN, FPX, FTRI, FAPR, IWF, IWN, EMXC, SLYV, SMTC.
Accel Wealth Management was a net buyer of stock by $19M.
Accel Wealth Management has $277M in assets under management (AUM), dropping by 4.90%.
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 March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Div Grwth (DGRO)	4.8	$13M	+31%	214k	61.78	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	3.9	$11M		222k	49.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.0	$8.2M	+1116%	326k	25.04	View chart
Apple (AAPL)	2.4	$6.6M		30k	222.13	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$6.5M	+18%	38k	172.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$6.3M	-7%	23k	274.85	View chart
Vanguard World Energy Etf (VDE)	2.3	$6.2M		48k	129.71	View chart
PIMCO Corporate Opportunity Fund (PTY)	2.2	$6.1M	+7%	425k	14.46	View chart
Amazon (AMZN)	2.2	$6.1M		32k	190.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.1	$5.8M	+9%	36k	160.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.9	$5.2M	-7%	40k	128.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$4.5M	+6%	9.6k	468.90	View chart
NVIDIA Corporation (NVDA)	1.3	$3.7M	-13%	34k	108.38	View chart
Microsoft Corporation (MSFT)	1.3	$3.6M		9.5k	375.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.3	$3.5M	+21%	60k	58.54	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$3.5M		120k	28.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$3.4M	+28%	35k	98.92	View chart
Deere & Company (DE)	1.2	$3.4M	+20%	7.2k	469.33	View chart
Ishares Tr Investment Grade (IGEB)	1.0	$2.9M	+20%	64k	45.01	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$2.8M	+4%	18k	153.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$2.7M		18k	154.64	View chart
Kinder Morgan (KMI)	1.0	$2.7M		95k	28.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.7M		14k	193.99	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	1.0	$2.6M		159k	16.63	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.9	$2.6M	-4%	110k	23.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.5M	+2%	5.0k	513.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.9	$2.4M	+38%	21k	113.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$2.3M	+35%	8.0k	288.12	View chart
Cohen & Steers infrastucture Fund (UTF)	0.8	$2.3M		88k	25.55	View chart
Vanguard World Health Car Etf (VHT)	0.8	$2.1M	-3%	8.0k	264.72	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.0M		8.4k	245.30	View chart
Pepsi (PEP)	0.7	$2.0M	-3%	14k	149.94	View chart
Vanguard World Consum Stp Etf (VDC)	0.7	$2.0M		9.3k	218.81	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.7	$2.0M		37k	54.86	View chart
Raytheon Technologies Corp (RTX)	0.7	$2.0M	+65%	15k	132.46	View chart
Gabelli Equity Trust (GAB)	0.7	$2.0M	+4%	361k	5.51	View chart
First Tr Value Line Divid In SHS (FVD)	0.7	$2.0M	-4%	45k	44.59	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.7	$2.0M	+22%	34k	57.41	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.7	$1.9M	+12%	7.7k	251.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$1.9M		14k	139.78	View chart
Select Sector Spdr Tr Financial (XLF)	0.7	$1.9M	+4%	38k	49.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$1.9M	+27%	53k	35.64	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.6	$1.8M	+48%	93k	19.07	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$1.7M		21k	78.85	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.7M	+77%	33k	50.71	View chart
Procter & Gamble Company (PG)	0.6	$1.7M	-5%	9.8k	170.41	View chart
Vanguard World Utilities Etf (VPU)	0.6	$1.6M	-4%	9.6k	170.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.6	$1.5M	-3%	34k	45.49	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.6	$1.5M	+9%	12k	126.17	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.5	$1.5M	+21%	24k	62.75	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$1.5M	+61%	43k	34.25	View chart
Royce Value Trust (RVT)	0.5	$1.5M		102k	14.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.4M		3.9k	370.80	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.5	$1.4M	-13%	32k	45.65	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.5	$1.4M	+12%	19k	71.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.4M	-5%	27k	50.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.3M	-7%	2.4k	561.93	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.5	$1.3M	-20%	62k	21.50	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$1.3M	-2%	43k	30.73	View chart
Broadcom (AVGO)	0.5	$1.3M	-23%	7.8k	167.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.5	$1.3M	+29%	43k	29.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.5	$1.2M	-2%	27k	46.18	View chart
Phillips Edison & Co Common Stock (PECO)	0.4	$1.2M	+2%	34k	36.49	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$1.2M	+15%	61k	19.04	View chart
Intel Corporation (INTC)	0.4	$1.1M		51k	22.71	View chart
Prudential Financial (PRU)	0.4	$1.1M	+2%	10k	111.69	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.4	$1.1M	+20%	51k	21.86	View chart
Ares Capital Corporation (ARCC)	0.4	$1.1M	+7%	50k	22.16	View chart
International Business Machines (IBM)	0.4	$1.1M		4.4k	248.65	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M		6.6k	165.84	View chart
Chevron Corporation (CVX)	0.4	$1.1M		6.5k	167.28	View chart
Abbvie (ABBV)	0.4	$1.1M		5.2k	209.52	View chart
Vanguard World Extended Dur (EDV)	0.4	$1.1M	-31%	15k	71.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.4	$1.1M	+110%	22k	48.79	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$996k	-6%	22k	46.31	View chart
Palantir Technologies Cl A (PLTR)	0.4	$975k	-40%	12k	84.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.3	$921k	-5%	19k	47.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.3	$903k	-3%	30k	30.05	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$873k	-6%	50k	17.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$863k		1.6k	532.58	View chart
Starwood Property Trust (STWD)	0.3	$832k		42k	19.77	View chart
Eli Lilly & Co. (LLY)	0.3	$815k	-6%	986.00	826.14	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.3	$814k	+21%	15k	52.72	View chart
Ishares Tr Us Consm Staples (IYK)	0.3	$806k	-4%	11k	71.57	View chart
Exxon Mobil Corporation (XOM)	0.3	$787k	+6%	6.6k	118.93	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.3	$772k	-24%	71k	10.85	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.3	$756k	-8%	53k	14.28	View chart
Global X Fds Cybrscurty Etf (BUG)	0.3	$731k	-3%	23k	32.34	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.3	$718k	+99%	17k	42.09	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$715k	+15%	15k	46.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$707k	+2%	3.5k	199.51	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.2	$691k	-3%	4.0k	173.58	View chart
Ameriprise Financial (AMP)	0.2	$689k		1.4k	483.96	View chart
Northrop Grumman Corporation (NOC)	0.2	$684k		1.3k	511.85	View chart
Bank of America Corporation (BAC)	0.2	$680k	-4%	16k	41.73	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.2	$676k	+30%	7.0k	96.91	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$671k		11k	61.53	View chart
Strategy Ns 7handl Idx (HNDL)	0.2	$664k		32k	21.09	View chart
Wp Carey (WPC)	0.2	$653k		10k	63.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$648k		2.7k	244.64	View chart
Costco Wholesale Corporation (COST)	0.2	$639k	-2%	676.00	945.32	View chart
Newmont Mining Corporation (NEM)	0.2	$635k	+113%	13k	48.28	View chart
First Tr Morningstar Divid L SHS (FDL)	0.2	$633k	-20%	15k	43.44	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$630k		17k	37.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$619k	-6%	4.0k	156.21	View chart
Nextera Energy (NEE)	0.2	$599k		8.5k	70.89	View chart
Qualcomm (QCOM)	0.2	$598k		3.9k	153.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$593k	-8%	30k	19.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$585k		2.6k	221.76	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$582k	-5%	73k	7.96	View chart
Wal-Mart Stores (WMT)	0.2	$579k	+12%	6.6k	87.79	View chart
ConocoPhillips (COP)	0.2	$568k		5.4k	105.02	View chart
Cisco Systems (CSCO)	0.2	$566k	-13%	9.2k	61.71	View chart
Honeywell International (HON)	0.2	$561k	-10%	2.6k	211.78	View chart
Constellation Energy (CEG)	0.2	$559k	+5%	2.8k	201.66	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$558k	-9%	50k	11.22	View chart
Philip Morris International (PM)	0.2	$549k		3.5k	158.73	View chart
salesforce (CRM)	0.2	$540k	-5%	2.0k	268.35	View chart
S&p Global (SPGI)	0.2	$537k		1.1k	508.10	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$530k	-2%	21k	25.52	View chart
Archer Daniels Midland Company (ADM)	0.2	$524k	-8%	11k	48.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$522k	-2%	2.0k	258.61	View chart
Advanced Micro Devices (AMD)	0.2	$505k	+62%	4.9k	102.75	View chart
Lockheed Martin Corporation (LMT)	0.2	$502k		1.1k	446.77	View chart
Kenvue (KVUE)	0.2	$501k	-4%	21k	23.98	View chart
Merck & Co (MRK)	0.2	$491k	-2%	5.5k	89.76	View chart
Visa Com Cl A (V)	0.2	$486k		1.4k	350.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.2	$476k		11k	44.55	View chart
Oneok (OKE)	0.2	$474k		4.8k	99.22	View chart
Meta Platforms Cl A (META)	0.2	$456k	+9%	791.00	576.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$455k	-32%	8.0k	57.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$454k	-33%	2.6k	173.20	View chart
Devon Energy Corporation (DVN)	0.2	$453k	-6%	12k	37.40	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$450k	-23%	4.3k	105.44	View chart
Boston Scientific Corporation (BSX)	0.2	$448k		4.4k	100.88	View chart
American Express Company (AXP)	0.2	$447k		1.7k	269.11	View chart
General Dynamics Corporation (GD)	0.2	$434k		1.6k	272.58	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$431k	-5%	5.3k	80.99	View chart
Tesla Motors (TSLA)	0.2	$423k	+29%	1.6k	259.16	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$415k		4.3k	96.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$405k	-8%	746.00	542.38	View chart
First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU)	0.1	$401k	-6%	14k	28.43	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$400k	+22%	21k	19.21	View chart
Emerson Electric (EMR)	0.1	$399k	-2%	3.6k	109.65	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$391k	+116%	1.3k	308.96	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$389k		12k	33.50	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$386k		3.6k	106.79	View chart
Alliant Energy Corporation (LNT)	0.1	$385k		6.0k	64.36	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$384k		7.5k	50.95	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$382k	-5%	9.3k	41.13	View chart
Goldman Sachs (GS)	0.1	$382k		699.00	545.91	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$378k		20k	18.70	View chart
Micron Technology (MU)	0.1	$377k		4.3k	86.89	View chart
Eaton Corp SHS (ETN)	0.1	$377k		1.4k	271.80	View chart
Caterpillar (CAT)	0.1	$376k	+11%	1.1k	329.81	View chart
T. Rowe Price (TROW)	0.1	$369k		4.0k	91.88	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$369k		4.5k	81.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$368k	+6%	671.00	548.19	View chart
Verizon Communications (VZ)	0.1	$368k	-7%	8.1k	45.36	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$365k	-4%	5.9k	61.72	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.1	$357k	+10%	5.3k	67.33	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$356k	-11%	4.4k	80.38	View chart
At&t (T)	0.1	$356k	+2%	13k	28.28	View chart
Walt Disney Company (DIS)	0.1	$356k	-8%	3.6k	98.69	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$348k	+11%	12k	30.30	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$347k		6.1k	56.85	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.1	$347k	-3%	13k	26.38	View chart
McDonald's Corporation (MCD)	0.1	$346k		1.1k	312.28	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$346k		9.5k	36.41	View chart
BP Sponsored Adr (BP)	0.1	$346k	-4%	10k	33.79	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$344k		2.1k	166.03	View chart
Stoneco Com Cl A (STNE)	0.1	$343k		33k	10.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$341k	-8%	2.8k	121.99	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$340k		252.00	1350.00	View chart
Abbott Laboratories (ABT)	0.1	$338k		2.5k	132.64	View chart
Boeing Company (BA)	0.1	$337k	+13%	2.0k	170.55	View chart
Casey's General Stores (CASY)	0.1	$335k		771.00	434.05	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$334k		26k	12.77	View chart
Nrg Energy Com New (NRG)	0.1	$333k		3.5k	95.47	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$330k	-3%	22k	15.10	View chart
Q2 Holdings (QTWO)	0.1	$322k		4.0k	80.01	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$319k	+45%	4.7k	68.21	View chart
Central Securities (CET)	0.1	$311k		6.9k	44.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$311k		6.7k	46.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$310k	+9%	1.7k	186.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$309k	+33%	1.5k	206.47	View chart
Valero Energy Corporation (VLO)	0.1	$306k		2.3k	132.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$306k		6.6k	46.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$294k	-3%	6.5k	45.26	View chart
Us Bancorp Del Com New (USB)	0.1	$294k		7.0k	42.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$291k		3.7k	78.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$288k	NEW	7.3k	39.36	View chart
Citigroup Com New (C)	0.1	$283k	-12%	4.0k	70.98	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$282k	-3%	2.9k	96.45	View chart
Bristol Myers Squibb (BMY)	0.1	$281k		4.6k	60.99	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$280k	+6%	12k	23.72	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$280k	-17%	5.5k	51.07	View chart
Coca-Cola Company (KO)	0.1	$276k		3.8k	71.62	View chart
Robert Half International (RHI)	0.1	$273k	-3%	5.0k	54.55	View chart
Oge Energy Corp (OGE)	0.1	$273k		5.9k	45.96	View chart
American Electric Power Company (AEP)	0.1	$263k	-24%	2.4k	109.26	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity B (XIMR)	0.1	$262k	NEW	8.5k	30.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$259k	+26%	9.3k	27.96	View chart
Exelon Corporation (EXC)	0.1	$258k		5.6k	46.08	View chart
UnitedHealth (UNH)	0.1	$258k	+3%	492.00	523.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$255k	NEW	3.1k	81.73	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$255k		606.00	420.06	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$248k	+9%	31k	8.12	View chart
Williams Companies (WMB)	0.1	$242k	-18%	4.1k	59.75	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$239k		1.4k	174.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$239k		7.2k	32.99	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$238k	-6%	25k	9.37	View chart
Union Pacific Corporation (UNP)	0.1	$238k		1.0k	236.23	View chart
EOG Resources (EOG)	0.1	$236k		1.8k	128.27	View chart
Xcel Energy (XEL)	0.1	$235k	-10%	3.3k	70.79	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.1	$233k	-3%	44k	5.29	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$233k		2.3k	100.71	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$232k	-4%	14k	16.76	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$229k	NEW	8.6k	26.58	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$229k	NEW	9.4k	24.24	View chart
Netflix (NFLX)	0.1	$227k		243.00	932.53	View chart
Waste Connections (WCN)	0.1	$221k	NEW	1.1k	195.15	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$217k		4.3k	50.90	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$216k		4.6k	47.10	View chart
Vanguard World Financials Etf (VFH)	0.1	$215k	NEW	1.8k	119.47	View chart
Southern Company (SO)	0.1	$212k	NEW	2.3k	91.94	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$212k		4.8k	44.26	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$210k		3.8k	54.76	View chart
Fs Kkr Capital Corp (FSK)	0.1	$210k		10k	20.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$209k	NEW	3.2k	66.27	View chart
Martin Marietta Materials (MLM)	0.1	$209k		437.00	478.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$208k		2.3k	92.29	View chart
Cloudflare Cl A Com (NET)	0.1	$206k	NEW	1.8k	112.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$205k	NEW	6.9k	29.69	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$205k	-15%	5.0k	41.04	View chart
General Motors Company (GM)	0.1	$205k	NEW	4.4k	47.03	View chart
Arista Networks Com Shs (ANET)	0.1	$203k		2.6k	77.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$202k	NEW	1.7k	121.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$202k		1.7k	122.01	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$202k	NEW	8.6k	23.42	View chart
Marathon Petroleum Corp (MPC)	0.1	$202k	NEW	1.4k	145.72	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$201k	-2%	2.3k	85.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$200k	-11%	2.6k	78.28	View chart
Myomo Com New (MYO)	0.1	$198k		41k	4.81	View chart
Community Healthcare Tr (CHCT)	0.1	$182k		10k	18.16	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$176k	+8%	14k	12.86	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$168k		12k	14.00	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$151k	+4%	12k	12.60	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$140k		12k	11.63	View chart
Easterly Government Properti reit (DEA)	0.0	$127k	+20%	12k	10.60	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.0	$112k		12k	9.03	View chart
Medical Properties Trust (MPW)	0.0	$101k		17k	6.03	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$96k		12k	8.01	View chart
Energy Fuels Com New (UUUU)	0.0	$43k	+13%	12k	3.73	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$40k		12k	3.44	View chart
Kulr Technology Group (KULR)	0.0	$26k	+11%	20k	1.32	View chart

Past Filings by Accel Wealth Management

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

Accel Wealth Management 2025 Q1 filed April 10, 2025
Accel Wealth Management 2024 Q4 filed Jan. 21, 2025
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

View all past filings

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