Accel Wealth Management

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

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 1059 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Accel Wealth Management has 1059 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United States Treasury Notes Note Note (Principal) 5.7 $12M NEW 12k 968.77
Ishares Trust Core Div Grwth Etf Core Div Grwth Etf (DGRO) 3.7 $7.8M -3% 155k 50.00
Janus Detroit Street Trust Hendrsn Shrt Etf Hendrsn Shrt Etf (VNLA) 3.1 $6.4M +59% 136k 47.40
First Tr Exchange Traded Fd Iv Senior Ln Fd Etf Senior Ln Fd Etf (FTSL) 2.7 $5.6M -3% 125k 44.59
Vanguard High Div Yld Etf High Div Yld Etf (VYM) 2.3 $4.8M -3% 44k 108.21
Barclays Bank Plc Note M/w Conv Clbl Index Lnkd Note M/w Conv Clbl Index Lnkd (Principal) 2.2 $4.6M NEW 4.7k 983.46
Barclays Bank Plc Note Conv Index Lnkd Note Conv Index Lnkd (Principal) 2.0 $4.2M +103% 4.6k 923.02
Jpmorgan Chase Finl Co Llc Note Index Lnkd Note Index Lnkd (Principal) 1.7 $3.6M NEW 3.8k 948.44
Vanguard Mcap Vl Idxvip Etf Mcap Vl Idxvip Etf (VOE) 1.6 $3.4M 25k 135.24
Apple (AAPL) 1.6 $3.3M 25k 129.93
Vanguard Energy Etf Energy Etf (VDE) 1.5 $3.2M +147% 27k 121.28
Global X Fds Nasdaq 100 Cover Etf Nasdaq 100 Cover Etf (QYLD) 1.4 $2.9M +3% 181k 15.91
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 1.4 $2.8M 125k 22.80
Aberdeen Standard Invests Etfs Abrdn Blmbrg Comdty Lngr Datd Abrdn Blmbrg Comdty Lngr Datd (BCD) 1.3 $2.8M +8% 81k 34.59

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Spdr Gold Trust Gold Shs Etf Gold Shs Etf (GLD) 1.2 $2.6M +2% 15k 169.64
Vaneck Etf Trust Fallen Angel High Yld Bd Ef Fallen Angel High Yld Bd Ef (ANGL) 1.2 $2.6M -21% 96k 27.02
Cohen & Steers infrastucture Fund (UTF) 1.2 $2.5M +3% 106k 23.99
Deere & Company (DE) 1.2 $2.4M +9% 5.6k 428.70
Morgan Stanley Finance Llc. Note Index Lnkd Note Index Lnkd (Principal) 1.1 $2.4M +272% 2.5k 947.07
Vanguard Value Etf Value Etf (VTV) 1.1 $2.3M +5% 17k 140.37
Amazon (AMZN) 1.1 $2.2M +6% 26k 84.00
Invesco Exchange Traded Fd Tr Finl Pfd Etf Finl Pfd Etf (PGF) 1.1 $2.2M -8% 154k 14.40
Morgan Stanley Finance Llc. Note M/w Clbl Index Lnkd Note M/w Clbl Index Lnkd (Principal) 1.0 $2.1M NEW 2.1k 989.48
PIMCO Corporate Opportunity Fund (PTY) 1.0 $2.0M +3% 168k 12.01
First Tst Value Li Shs Etf Shs Etf (FVD) 1.0 $2.0M -3% 50k 39.91
Toronto Dominion Bank Iam Coml Note Index Lnkd Note Index Lnkd (Principal) 0.9 $1.9M -6% 2.1k 939.50
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 Etf (QQQ) 0.9 $1.9M -4% 7.3k 266.29
Pepsi (PEP) 0.9 $1.9M 11k 180.66
Strategy Shares Ns 7handl Idx Etf Ns 7handl Idx Etf (HNDL) 0.9 $1.8M +6% 94k 19.58
First Tr Exchange Traded Fd Vi Risng Divd Achiv Etf Risng Divd Achiv Etf (RDVY) 0.9 $1.8M -8% 41k 43.92
Alphabet Inc Com Cl A Com Cl A (GOOGL) 0.8 $1.8M -2% 20k 88.23
Gabelli Equity Trust (GAB) 0.8 $1.7M +5% 314k 5.48
Kinder Morgan (KMI) 0.8 $1.7M +3% 94k 18.08
First Tr Exchange Traded Fd Vi Dorsey Wrt 5 Etf Dorsey Wrt 5 Etf (FV) 0.8 $1.6M 34k 46.55
Ishares Trust Pfd And Incm Sec Etf Pfd And Incm Sec Etf (PFF) 0.7 $1.6M -2% 51k 30.53
Vanguard Health Car Etf Health Car Etf (VHT) 0.7 $1.5M 6.2k 248.07
Citigrp Global Mkts Hldgs Inc Note M/w Clbl Index Lnkd Note M/w Clbl Index Lnkd (Principal) 0.7 $1.5M NEW 1.5k 984.20
Royce Value Trust (RVT) 0.7 $1.5M +6% 111k 13.26
Vanguard Consum Stp Etf Consum Stp Etf (VDC) 0.7 $1.5M 7.7k 191.57
Western Alliance Bancorp Cd CD (Principal) 0.7 $1.4M NEW 1.4k 999.92
Vanguard Div App Etf Div App Etf (VIG) 0.7 $1.4M 9.4k 151.85
Global X Fds Us Pfd Etf Us Pfd Etf (PFFD) 0.7 $1.4M +4% 70k 19.37
Vanguard Sml Cp Grw Etf Sml Cp Grw Etf (VBK) 0.6 $1.3M -2% 6.7k 200.53
Ssga Active Etf Tr Blackstone Senior Loan Etf Blackstone Senior Loan Etf (SRLN) 0.6 $1.3M +7% 32k 40.90
Vanguard Utilities Etf Utilities Etf (VPU) 0.6 $1.3M 8.3k 153.36
Phillips Edison & Co Inc Com Usd0.01 Com Usd0.01 (PECO) 0.6 $1.3M +4% 40k 31.84
First Trust Exchange-traded Fu Fst Tr Glb Fd Etf Fst Tr Glb Fd Etf (FTGC) 0.6 $1.2M +3% 49k 24.49
Select Sector Spdr Trust Sbi Int-utils Etf Sbi Int-utils Etf (XLU) 0.6 $1.2M -9% 17k 70.50
Microsoft Corporation (MSFT) 0.6 $1.2M -4% 5.0k 239.82
Credit Suisse Ag London Branch Note Index Lnkd Note Index Lnkd (Principal) 0.6 $1.2M 1.3k 906.50
Invesco Exchange Traded Fund T Pfd Etf Pfd Etf (PGX) 0.5 $1.1M 102k 11.18
JPMorgan Chase & Co. (JPM) 0.5 $1.1M -6% 8.1k 134.09
Ishares Trust Tips Bd Etf Tips Bd Etf (TIP) 0.5 $1.0M -20% 9.6k 106.44
Jpmorgan Chase Bank Na Cd M/w Qtrly Clbl Cd M/w Qtrly Clbl (Principal) 0.5 $991k +231% 995.00 996.04
First Trust Exchange-traded Fu Pfd Secs Inc Etf Pfd Secs Inc Etf (FPE) 0.5 $981k -4% 58k 16.80
Jp Morgan Etf Trust Equity Premium Income Etf Equity Premium Income Etf (JEPI) 0.5 $962k -9% 18k 54.49
Blackstone Group Inc Com Cl A (BX) 0.5 $952k -5% 13k 74.19
The Necessity Retail Reit Inc Com Usd0.01 Class A Com Usd0.01 Class A (RTL) 0.4 $896k 151k 5.93
Victory Portfolios Ii Vcshs Us Smcp Hg Etf Vcshs Us Smcp Hg Etf (CSB) 0.4 $890k 17k 51.58
Spdr Series Trust S&p Cap Mkts Etf S&p Cap Mkts Etf (KCE) 0.4 $845k -4% 11k 78.85
Wells Fargo Bank National Assn Cd CD (Principal) 0.4 $777k NEW 777.00 999.46
Prudential Financial (PRU) 0.4 $743k -5% 7.5k 99.46
First Trust Exchange Traded Fd Us Eqty Oppt Etf Us Eqty Oppt Etf (FPX) 0.3 $717k -32% 9.1k 78.68
Invesco Exchange Traded Fd Tr S&p Mdcp Momntum Etf S&p Mdcp Momntum Etf (XMMO) 0.3 $700k 9.3k 75.30
Bank of America Corporation (BAC) 0.3 $695k +2% 21k 33.12
First Tst Mornings Shs Etf Shs Etf (FDL) 0.3 $693k +9668% 19k 36.56
Select Sector Spdr Trust Financial Etf Financial Etf (XLF) 0.3 $687k 20k 34.20
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 0.3 $686k +4% 2.0k 351.34
Invesco Exchange Traded Fd Tr Intl Divi Achi Etf Intl Divi Achi Etf (PID) 0.3 $683k +30% 41k 16.72
Starwood Property Trust (STWD) 0.3 $683k +2% 37k 18.33
Johnson & Johnson (JNJ) 0.3 $634k +2% 3.6k 176.67
T. Rowe Price (TROW) 0.3 $634k +4% 5.8k 109.05
Devon Energy Corporation (DVN) 0.3 $634k +35% 10k 61.51
Archer Daniels Midland Company (ADM) 0.3 $629k -3% 6.8k 92.85
First Trust Portfolios Shs Etf Shs Etf (QQEW) 0.3 $607k NEW 5.8k 103.83
Nuveen Quality Pref. Inc. Fund II (JPS) 0.3 $605k +4% 89k 6.80
Vanguard Total Stk Mkt Etf Total Stk Mkt Etf (VTI) 0.3 $602k -11% 3.1k 191.22
Abbvie (ABBV) 0.3 $592k +7% 3.7k 161.60
Chevron Corporation (CVX) 0.3 $558k -20% 3.1k 179.50
Cisco Systems (CSCO) 0.3 $554k -10% 12k 47.64
Merck & Co (MRK) 0.3 $552k 5.0k 110.95
Honeywell International (HON) 0.3 $541k 2.5k 214.31
Global X Fds Us Infr Dev Etf Us Infr Dev Etf (PAVE) 0.2 $517k 20k 26.49
Ishares Trust Mrgstr Md Cp Grw Etf Mrgstr Md Cp Grw Etf (IMCG) 0.2 $515k -24% 9.6k 53.88
Ameriprise Financial (AMP) 0.2 $503k 1.6k 311.30
Blackrock Core Bond Trust Shs Ben Int Shs Ben Int (BHK) 0.2 $497k +8% 48k 10.38
Global X Fds Russell 2000 Covered Call Etf Russell 2000 Covered Call Etf (RYLD) 0.2 $492k +28% 26k 18.81
Verizon Communications (VZ) 0.2 $488k -4% 12k 39.40
Vanguard Mid Cap Etf Mid Cap Etf (VO) 0.2 $469k -2% 2.3k 203.79
Vanguard Mcap Gr Idxvip Etf Mcap Gr Idxvip Etf (VOT) 0.2 $462k 2.6k 179.76
Fidelity Covington Trust Msci Utils Index Etf Msci Utils Index Etf (FUTY) 0.2 $450k 9.9k 45.58
Raytheon Technologies Corp (RTX) 0.2 $447k +5% 4.4k 100.92
Global X Fds Cybrscurty Etf Cybrscurty Etf (BUG) 0.2 $445k 21k 20.75
Select Sector Spdr Trust Sbi Healthcare Etf Sbi Healthcare Etf (XLV) 0.2 $442k +17% 3.3k 135.83
Exxon Mobil Corporation (XOM) 0.2 $435k 3.9k 110.30
Vanguard Growth Etf Growth Etf (VUG) 0.2 $434k 2.0k 213.13
Qualcomm (QCOM) 0.2 $429k 3.9k 109.93
Duke Energy (DUK) 0.2 $411k 4.0k 102.99
NVIDIA Corporation (NVDA) 0.2 $400k -13% 2.7k 146.17
Customers Bk Phoenixville Pa Cd CD (Principal) 0.2 $392k NEW 393.00 996.67
Lockheed Martin Corporation (LMT) 0.2 $391k 803.00 486.37
Procter & Gamble Company (PG) 0.2 $391k 2.6k 151.58
Renasant Bank Cd CD (Principal) 0.2 $385k NEW 385.00 999.99
Nextera Energy (NEE) 0.2 $383k +20% 4.6k 83.59
Select Sector Spdr Trust Sbi Cons Stpls Etf Sbi Cons Stpls Etf (XLP) 0.2 $372k 5.0k 74.55
First Tr Exchange Traded Fd Vi Dorsy Wrgh Vlu Etf Dorsy Wrgh Vlu Etf (DVLU) 0.2 $367k 17k 22.18
Lendingclub Bank National Assn Cd CD (Principal) 0.2 $365k NEW 365.00 1000.08
Ishares Trust U.s. Consumer Staples Etf U.s. Consumer Staples Etf (IYK) 0.2 $362k +692% 1.8k 202.80
BP Adr Sponsored (BP) 0.2 $360k 10k 34.93
Alphabet Inc Com Cl C Com Cl C (GOOG) 0.2 $352k 4.0k 88.73
Pfizer (PFE) 0.2 $335k +8% 6.5k 51.24
Valero Energy Corporation (VLO) 0.2 $332k -2% 2.6k 126.84
Beal Bk Usa Las Vegas Nev Cd CD (Principal) 0.2 $330k NEW 330.00 999.60
United Parcel Service Inc Com Cl B Com Cl B (UPS) 0.2 $321k -2% 1.8k 173.84
Emerson Electric (EMR) 0.2 $316k -2% 3.3k 96.05
Berkshire Hathaway Inc Com Cl B Com Cl B (BRK.B) 0.2 $314k 1.0k 308.90
Bank Of Montreal Note Index Lnkd Note Index Lnkd (Principal) 0.1 $313k 325.00 961.70
Ishares Trust Morningstar Grwt Etf Morningstar Grwt Etf (ILCG) 0.1 $313k -13% 6.4k 48.68
First Tr Exchange Traded Fd Iv First Tr Ta Hiyl Etf First Tr Ta Hiyl Etf (HYLS) 0.1 $312k +5% 8.0k 38.94
Simmons Bank Cd Mthly Cd Mthly (Principal) 0.1 $310k NEW 310.00 999.22
Global X Fds S&p 500 Covered Etf S&p 500 Covered Etf (XYLD) 0.1 $299k +35% 7.6k 39.37
Exelon Corporation (EXC) 0.1 $297k 6.9k 43.23
Vaneck Etf Trust Vaneck Preferred Securities Vaneck Preferred Securities (PFXF) 0.1 $290k 17k 16.71
Alliant Energy Corporation (LNT) 0.1 $285k -5% 5.2k 55.21
First Trust Exch Traded Fund 2 Indxx Nat Re Etf Indxx Nat Re Etf (FTRI) 0.1 $283k NEW 21k 13.71
Global X Fds Autonmous Ev Etf Autonmous Ev Etf (DRIV) 0.1 $280k 14k 19.87
Vanguard Smllcp 600 Idx Etf Smllcp 600 Idx Etf (VIOO) 0.1 $275k 1.6k 173.34
Select Sector Spdr Trust Sbi Materials Etf Sbi Materials Etf (XLB) 0.1 $269k 3.5k 77.69
American Electric Power Company (AEP) 0.1 $268k -3% 2.8k 94.95
Xcel Energy (XEL) 0.1 $266k 3.8k 70.10
Walt Disney Company (DIS) 0.1 $265k -19% 3.1k 86.87
Invesco Exchange Traded Fund T S&p Midcp Low Etf S&p Midcp Low Etf (XMLV) 0.1 $264k 4.9k 53.49
Sofi Bank National Association Cd CD (Principal) 0.1 $260k NEW 260.00 999.51
International Paper Company (IP) 0.1 $258k -7% 7.5k 34.63
Discover Bank Cd CD (Principal) 0.1 $255k +30% 260.00 981.10
U.S. Bancorp (USB) 0.1 $255k -6% 5.8k 43.61
Oge Energy Corp (OGE) 0.1 $253k 6.4k 39.55
Farmers National Bancorp Cd CD (Principal) 0.1 $250k NEW 250.00 999.98
Northeast Community Bank CD (Principal) 0.1 $250k 250.00 999.26
Broadcom (AVGO) 0.1 $247k +21% 442.00 559.53
salesforce (CRM) 0.1 $247k -5% 1.9k 132.59
Invesco Exchange Traded Fund T S&p Smlcp Low Etf S&p Smlcp Low Etf (XSLV) 0.1 $242k -10% 5.4k 44.66
Morton Community Bk Ill Cd CD (Principal) 0.1 $240k NEW 240.00 1000.37
Fidelity Covington Trust Msci Rl Est Etf Msci Rl Est Etf (FREL) 0.1 $239k -6% 9.6k 24.81
McDonald's Corporation (MCD) 0.1 $235k +5% 893.00 263.52
Toro Company (TTC) 0.1 $234k 2.1k 113.18
First Trust Exch Traded Fund 2 Intl Equity Opp Etf Intl Equity Opp Etf (FPXI) 0.1 $230k -76% 5.9k 38.86
Essential Utils (WTRG) 0.1 $228k -6% 4.8k 47.73
Ishares Silver Trust Ishares Etf Ishares Etf (SLV) 0.1 $227k +25% 10k 22.02
Spdr Prtflo S&p500 Hi Etf Prtflo S&p500 Hi Etf (SPYD) 0.1 $226k 5.7k 39.58
Boeing Company (BA) 0.1 $225k 1.2k 190.48
Constellation Brands Inc Com Cl A Com Cl A (STZ) 0.1 $222k 956.00 231.69
Tiaa CD (Principal) 0.1 $218k NEW 218.00 1000.10
Bristol Myers Squibb (BMY) 0.1 $213k +6% 3.0k 71.95
Global X Fds Lithium Btry Etf Lithium Btry Etf (LIT) 0.1 $209k -14% 3.6k 58.61
Fnf (FNF) 0.1 $201k -5% 5.3k 37.62
Webbank Cd CD (Principal) 0.1 $200k NEW 200.00 999.84
Advanced Micro Devices (AMD) 0.1 $200k -16% 3.1k 64.77
Costco Wholesale Corporation (COST) 0.1 $198k +4% 435.00 456.13
Spdr Ssga Us Lrg Etf Ssga Us Lrg Etf (LGLV) 0.1 $196k 1.4k 135.63
Eastern Bank Cd CD (Principal) 0.1 $195k NEW 195.00 1000.38
Northpointe Bk Grand Rapids Mi Cd CD (Principal) 0.1 $195k +34% 195.00 999.37
Oneok (OKE) 0.1 $193k -3% 2.9k 65.69
Four Corners Ppty Tr Inc Com Usd0.0001 Com Usd0.0001 (FCPT) 0.1 $183k -14% 7.1k 25.93
General Mills (GIS) 0.1 $182k +5% 2.2k 83.86
Pnc Bank National Assn CD (Principal) 0.1 $182k NEW 182.00 1001.19
Ishares Trust Shrt Nat Mun Etf Shrt Nat Mun Etf (SUB) 0.1 $177k 1.7k 104.25
Spdr Series Trust Hlth Cr Equip Etf Hlth Cr Equip Etf (XHE) 0.1 $177k 2.0k 89.88
Caterpillar (CAT) 0.1 $177k +37% 739.00 239.51
First Trust Exchange Traded Fd Managd Mun Etf Managd Mun Etf (FMB) 0.1 $175k -60% 3.5k 50.11
First Trust Exchange Traded Fd Wtr Etf Wtr Etf (FIW) 0.1 $175k 2.2k 79.36
Coca-Cola Company (KO) 0.1 $174k -8% 2.7k 63.62
Wp Carey Inc Com Usd0.001 Com Usd0.001 (WPC) 0.1 $173k 2.2k 78.15
Marathon Petroleum Corp (MPC) 0.1 $171k +24% 1.5k 116.41
Calumet Specialty Products Com Stk Com Stk Npv (CLMT) 0.1 $169k 10k 16.88
Mondelez Intl Inc Com Cl A Com Cl A (MDLZ) 0.1 $168k 2.5k 66.65
Enterprise Prods Partners L P Com Units Rep Lim Part Int Com Units Rep Lim Part Int (EPD) 0.1 $168k 7.0k 24.12
Spdr Series Trust Prtflo S&p500 Vl Etf Prtflo S&p500 Vl Etf (SPYV) 0.1 $168k 4.3k 38.89
Nuveen Muni Value Fund (NUV) 0.1 $166k -21% 19k 8.60
Citigroup (C) 0.1 $163k -5% 3.6k 45.23
Victory Portfolios Ii Vcshs Us Eq Incm Etf Vcshs Us Eq Incm Etf (CDC) 0.1 $161k 2.6k 62.07
EOG Resources (EOG) 0.1 $160k 1.2k 129.49
Waste Connections (WCN) 0.1 $157k 1.2k 132.56
Eversource Energy (ES) 0.1 $157k 1.9k 83.85
Schwab Strategic Tr Us Dividend Eq Etf Us Dividend Eq Etf (SCHD) 0.1 $156k 2.1k 75.54
Target Corporation (TGT) 0.1 $155k +13% 1.0k 149.02
First Tr Exchange Traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY) 0.1 $150k 5.8k 26.05
Stearns Bk Na St Cloud Minn Cd CD (Principal) 0.1 $150k NEW 150.00 1000.33
Ally Bank Midvale Utah Cd CD (Principal) 0.1 $150k NEW 150.00 999.88
Ishares Trust Msci Usa Momentum Factor Etf Msci Usa Momentum Factor Etf (MTUM) 0.1 $150k 1.0k 145.87
Vanguard Short Trm Bond Etf Short Trm Bond Etf (BSV) 0.1 $149k +2% 2.0k 75.28
Invesco Exchange Traded Fd Tr Dwa Healthcare Etf Dwa Healthcare Etf (PTH) 0.1 $149k 1.2k 123.01
Vanguard Inf Tech Etf Inf Tech Etf (VGT) 0.1 $148k 465.00 319.09
First Trust Exchange-traded Fu Instl Pfd Secs Etf Instl Pfd Secs Etf (FPEI) 0.1 $147k -16% 8.3k 17.81
Spdr Bloomberg 1 10 Year Tips Etf Bloomberg 1 10 Year Tips Etf (TIPX) 0.1 $146k 7.9k 18.45
Rbc Cad (RY) 0.1 $145k 1.5k 94.01
Farmers Natl Banc Corp (FMNB) 0.1 $144k 10k 14.12
CVS Caremark Corporation (CVS) 0.1 $142k 1.5k 93.17
Fidelity Covington Trust Msci Hlth Care I Etf Msci Hlth Care I Etf (FHLC) 0.1 $140k 2.2k 63.99
Principal Financial (PFG) 0.1 $137k 1.6k 83.91
NRG Energy (NRG) 0.1 $137k -8% 4.3k 31.82
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et Etf (AGG) 0.1 $136k +185% 1.4k 96.98
Lennar Corp Com Cl A Com Cl A (LEN) 0.1 $135k 1.5k 90.47
Nucor Corporation (NUE) 0.1 $133k -45% 1.0k 131.78
3M Company (MMM) 0.1 $133k +18% 1.1k 119.91
Rockwell Automation (ROK) 0.1 $131k 509.00 257.33
First Century Bank National As Cd CD (Principal) 0.1 $130k NEW 130.00 1000.42
Vanguard 500 Grth Idx F Etf 500 Grth Idx F Etf (VOOG) 0.1 $130k 615.00 210.94
Ishares Trust Core High Dv Etf Core High Dv Etf (HDV) 0.1 $129k +12% 1.2k 104.26
First Trust Exch Traded Fund 2 Indls Prod Dur Etf Indls Prod Dur Etf (FXR) 0.1 $129k 2.5k 51.51
Williams Companies (WMB) 0.1 $128k 3.9k 32.90
Osprey Bitcoin Tr Unit Ben Int (OBTC) 0.1 $126k +1171% 38k 3.29
Invesco Exchange Traded Self I Bulshs 2023 Hy Etf Bulshs 2023 Hy Etf (BSJN) 0.1 $123k 5.3k 23.31
Select Sector Spdr Trust Rl Est Sel Sec Etf Rl Est Sel Sec Etf (XLRE) 0.1 $122k 3.3k 36.93
MDU Resources (MDU) 0.1 $121k +16% 4.0k 30.34
SEI Investments Company (SEIC) 0.1 $121k 2.1k 58.30
ConocoPhillips (COP) 0.1 $121k +11% 1.0k 118.00
American Express Company (AXP) 0.1 $120k -46% 809.00 147.80
Select Sector Spdr Trust Communication Etf Communication Etf (XLC) 0.1 $118k 2.5k 47.99
Kimbell Royalty Partners Lp Unit Ltd Partnership Int Unit Ltd Partnership Int (KRP) 0.1 $117k 7.0k 16.70
At&t (T) 0.1 $117k +13% 6.3k 18.41
CenterPoint Energy (CNP) 0.1 $115k 3.8k 29.99
Wal-Mart Stores (WMT) 0.1 $115k 808.00 141.71
Ishares Trust National Mun Etf National Mun Etf (MUB) 0.1 $114k -68% 1.1k 105.50
Eaton (ETN) 0.1 $114k 723.00 156.99
Global X Fds Global X Uranium Etf Global X Uranium Etf (URA) 0.1 $113k -12% 5.6k 20.08
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 0.1 $112k 291.00 383.55
Abbott Laboratories (ABT) 0.1 $111k 1.0k 109.79
Marathon Oil Corporation (MRO) 0.1 $110k +8% 4.1k 27.07
Kimberly-Clark Corporation (KMB) 0.1 $109k +33% 806.00 135.78
International Business Machines (IBM) 0.1 $108k +3% 769.00 140.83
Vanguard Shrt Trm Corp Bd Etf Shrt Trm Corp Bd Etf (VCSH) 0.1 $108k 1.4k 75.19
Visa Inc Com Cl A Com Cl A (V) 0.1 $107k 515.00 207.80
Freeport-mcmoran Inc Com Cl B Com Cl B (FCX) 0.1 $106k 2.8k 38.00
Ameren Corporation (AEE) 0.1 $105k 1.2k 88.96
Schwab Strategic Tr Us Lrg Cap Etf Us Lrg Cap Etf (SCHX) 0.0 $104k 2.3k 45.15
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf Fst Low Oppt Eft Etf (LMBS) 0.0 $101k 2.1k 47.40
Taiwan Semiconductor Manufactu Adr Sponsored (TSM) 0.0 $101k 1.3k 74.48
Fifth Third Bank Cd CD (Principal) 0.0 $99k 100.00 993.12
Constellation Energy (CEG) 0.0 $99k 1.2k 86.24
Southern Company (SO) 0.0 $98k -6% 1.4k 71.39
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex Etf (FXL) 0.0 $98k 1.1k 91.55
Amgen (AMGN) 0.0 $97k 369.00 262.83
Santander Bank National Assn Cd CD (Principal) 0.0 $97k +340% 97.00 999.32
Cloudflare Inc Class A Com Cl A (NET) 0.0 $96k NEW 2.1k 45.21
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA) 0.0 $96k +59% 2.3k 41.98
Vanguard Total Int Bd Etf Total Int Bd Etf (BNDX) 0.0 $94k -2% 2.0k 47.43
Invesco Exchange Traded Fd Tr Dwa Momentum Etf Dwa Momentum Etf (PDP) 0.0 $93k -17% 1.3k 71.03
Ishares Trust Iboxx Inv Cp Etf Iboxx Inv Cp Etf (LQD) 0.0 $93k -26% 879.00 105.46
Agf Investments Tr Agfiq Us Mk Ntrl Anti Beta Etf Agfiq Us Mk Ntrl Anti Beta Etf (BTAL) 0.0 $93k 4.4k 21.21

Past Filings by Accel Wealth Management

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