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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, AMZN, VTI, AAPL, and represent 15.78% of Accel Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, FMAY, MSFT, IBM, FAPR, AMZN, AAPL, INTC, GS, PTY.
Started 28 new stock positions in TCPC, STZ, SBRA, EOG, DEA, INTC, VWO, KULR, GS, AMAT.
Reduced shares in these 10 stocks: PG, DRIV, AVDV, FTSL, DFAC, BCD, DFIV, , MDLZ, COWZ.
Sold out of its positions in BCD, AVDV, CLMT, DFIV, DRIV, IWN, IUSV, KOS, MDLZ, COWZ. XLV.
Accel Wealth Management was a net buyer of stock by $16M.
Accel Wealth Management has $250M in assets under management (AUM), dropping by 6.03%.
Central Index Key (CIK): 0001838226

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Portfolio Holdings for Accel Wealth Management

Accel Wealth Management holds 244 positions in its portfolio as reported in the June 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)	4.6	$12M		239k	48.54	View chart
Ishares Tr Core Div Grwth (DGRO)	3.6	$9.0M		157k	57.61	View chart
Amazon (AMZN)	2.5	$6.3M	+10%	33k	193.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$6.3M	+5%	24k	267.51	View chart
Apple (AAPL)	2.5	$6.2M	+10%	29k	210.62	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$5.4M		46k	118.60	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	2.1	$5.3M	-4%	117k	45.71	View chart
Vanguard World Energy Etf (VDE)	2.0	$5.1M	+3%	40k	127.57	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$4.9M		31k	160.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.8	$4.5M	+2%	30k	150.43	View chart
NVIDIA Corporation (NVDA)	1.8	$4.5M	+1222%	37k	123.54	View chart
PIMCO Corporate Opportunity Fund (PTY)	1.8	$4.5M	+8%	317k	14.31	View chart
Us Bancorp Del Com New (USB)	1.8	$4.4M		111k	39.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$4.2M	+4%	8.8k	479.09	View chart
Microsoft Corporation (MSFT)	1.7	$4.2M	+32%	9.3k	446.95	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$3.6M		17k	215.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$3.6M	+10%	20k	182.15	View chart
Occidental Petroleum Corporation (OXY)	1.3	$3.2M		51k	63.03	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	1.2	$3.1M	+2%	173k	17.67	View chart
Deere & Company (DE)	1.2	$2.9M	+9%	7.7k	373.63	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	1.1	$2.8M		122k	23.29	View chart
Procter & Gamble Company (PG)	1.0	$2.5M	-51%	15k	164.92	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.0	$2.5M		88k	28.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$2.5M	+4%	14k	182.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.4M		4.9k	500.13	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.0	$2.4M	+4%	44k	54.75	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$2.4M	+15%	24k	97.07	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$2.3M	+8%	8.8k	260.70	View chart
Pepsi (PEP)	0.9	$2.2M		14k	164.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$2.2M	+13%	17k	132.05	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.9	$2.2M		38k	57.27	View chart
Vanguard World Health Car Etf (VHT)	0.8	$2.1M		7.9k	266.00	View chart
Cohen & Steers infrastucture Fund (UTF)	0.8	$2.1M	-3%	93k	22.48	View chart
First Tr Value Line Divid In SHS (FVD)	0.8	$2.1M		51k	40.75	View chart
Kinder Morgan (KMI)	0.8	$2.0M		100k	19.87	View chart
Vanguard World Consum Stp Etf (VDC)	0.7	$1.8M	+2%	8.9k	203.04	View chart
Prudential Financial (PRU)	0.7	$1.8M		15k	117.19	View chart
Royce Value Trust (RVT)	0.7	$1.8M		122k	14.47	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$1.8M		14k	123.80	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.8M	+8%	8.7k	202.27	View chart
Broadcom (AVGO)	0.7	$1.7M	+15%	1.1k	1605.70	View chart
Gabelli Equity Trust (GAB)	0.7	$1.7M	+8%	321k	5.20	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.6	$1.6M	-6%	106k	14.73	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$1.5M	-2%	49k	31.55	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$1.5M	+2%	13k	113.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.5M		2.7k	547.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.5M	+23%	30k	49.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.6	$1.4M	+9%	5.7k	250.12	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$1.3M	+11%	33k	41.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.3M	+17%	3.6k	374.05	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.5	$1.3M	+8%	25k	53.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.5	$1.3M	NEW	29k	44.65	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.5	$1.2M		69k	17.92	View chart
Vanguard World Extended Dur (EDV)	0.5	$1.2M	+11%	17k	73.41	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.2M	+25%	8.2k	147.93	View chart
Chevron Corporation (CVX)	0.5	$1.2M	+11%	7.5k	156.43	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.5	$1.2M		11k	110.29	View chart
Phillips Edison & Co Common Stock (PECO)	0.5	$1.1M	+10%	34k	32.71	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$1.1M	-6%	27k	41.80	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.4	$1.1M		99k	10.65	View chart
Ares Capital Corporation (ARCC)	0.4	$1.0M	+29%	50k	20.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.4	$1.0M		34k	30.57	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.4	$1000k	+14%	15k	67.75	View chart
Abbvie (ABBV)	0.4	$979k	+16%	5.7k	171.51	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$975k		56k	17.36	View chart
Devon Energy Corporation (DVN)	0.4	$973k	-3%	21k	47.40	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$965k	-3%	14k	68.14	View chart
Strategy Ns 7handl Idx (HNDL)	0.4	$952k	-5%	45k	21.12	View chart
Raytheon Technologies Corp (RTX)	0.4	$935k		9.3k	100.39	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$933k	+4%	16k	60.05	View chart
Eli Lilly & Co. (LLY)	0.4	$920k	+8%	1.0k	905.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.4	$907k		30k	30.43	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.3	$862k		4.4k	197.44	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.3	$852k	+3%	16k	54.08	View chart
Global X Fds Us Pfd Etf (PFFD)	0.3	$830k	-14%	42k	19.68	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$801k	+2%	4.4k	183.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$795k	-12%	14k	56.68	View chart
Archer Daniels Midland Company (ADM)	0.3	$792k		13k	60.45	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$775k	-7%	67k	11.55	View chart
Starwood Property Trust (STWD)	0.3	$770k		41k	18.94	View chart
Exxon Mobil Corporation (XOM)	0.3	$769k	+13%	6.7k	115.13	View chart
International Business Machines (IBM)	0.3	$766k	NEW	4.4k	172.97	View chart
Qualcomm (QCOM)	0.3	$762k	+4%	3.8k	199.18	View chart
Merck & Co (MRK)	0.3	$744k	+22%	6.0k	123.80	View chart
Johnson & Johnson (JNJ)	0.3	$741k		5.1k	146.17	View chart
Bank of America Corporation (BAC)	0.3	$740k	-2%	19k	39.77	View chart
First Tr Morningstar Divid L SHS (FDL)	0.3	$730k		19k	37.93	View chart
Ameriprise Financial (AMP)	0.3	$724k	+14%	1.7k	427.09	View chart
Global X Fds Cybrscurty Etf (BUG)	0.3	$705k		24k	29.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$695k	+5%	3.4k	202.91	View chart
Cisco Systems (CSCO)	0.3	$677k	+8%	14k	47.51	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$649k		18k	37.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.3	$648k	NEW	17k	39.02	View chart
Honeywell International (HON)	0.3	$641k	+13%	3.0k	213.54	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$617k		2.7k	229.56	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$617k		83k	7.47	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.2	$611k	-6%	26k	23.91	View chart
Nextera Energy (NEE)	0.2	$610k	+42%	8.6k	70.81	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$609k	+12%	27k	22.47	View chart
Northrop Grumman Corporation (NOC)	0.2	$595k	+8%	1.4k	436.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$594k	+7%	16k	38.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$586k		13k	46.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$583k		1.2k	467.07	View chart
T. Rowe Price (TROW)	0.2	$578k	-2%	5.0k	115.30	View chart
salesforce (CRM)	0.2	$577k	+20%	2.2k	257.15	View chart
Costco Wholesale Corporation (COST)	0.2	$570k	+25%	671.00	849.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$561k	-8%	1.4k	406.80	View chart
Micron Technology (MU)	0.2	$560k	+3%	4.3k	131.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$558k		2.6k	218.07	View chart
Ishares Tr Us Consm Staples (IYK)	0.2	$555k		8.4k	65.75	View chart
Wp Carey (WPC)	0.2	$551k		10k	55.05	View chart
Arm Holdings Sponsored Ads (ARM)	0.2	$541k	+8%	3.3k	163.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$510k	-17%	15k	35.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$498k	-9%	2.1k	242.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$498k	+70%	4.9k	100.84	View chart
Advanced Micro Devices (AMD)	0.2	$492k		3.0k	162.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$489k	+39%	3.0k	164.27	View chart
S&p Global (SPGI)	0.2	$465k		1.0k	446.00	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$461k		5.7k	81.40	View chart
General Dynamics Corporation (GD)	0.2	$459k		1.6k	290.14	View chart
Ishares Bitcoin Tr SHS (IBIT)	0.2	$451k	+14%	13k	34.14	View chart
Palantir Technologies Cl A (PLTR)	0.2	$447k	+12%	18k	25.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$435k	+14%	13k	33.00	View chart
Valero Energy Corporation (VLO)	0.2	$430k		2.7k	156.77	View chart
First Tr Exchange-traded Dorsy Wrgh Vlu (DVLU)	0.2	$428k		15k	28.04	View chart
Eaton Corp SHS (ETN)	0.2	$428k		1.4k	313.51	View chart
Emerson Electric (EMR)	0.2	$424k	+18%	3.8k	110.17	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.2	$422k	+2%	4.3k	98.21	View chart
BP Sponsored Adr (BP)	0.2	$414k	+6%	12k	36.10	View chart
Intel Corporation (INTC)	0.2	$413k	NEW	13k	30.97	View chart
Walt Disney Company (DIS)	0.2	$413k	+33%	4.2k	99.28	View chart
ConocoPhillips (COP)	0.2	$412k	+29%	3.6k	114.37	View chart
Verizon Communications (VZ)	0.2	$412k		10k	41.24	View chart
Stoneco Com Cl A (STNE)	0.2	$403k		34k	11.99	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$403k		5.0k	80.13	View chart
Wal-Mart Stores (WMT)	0.2	$402k	+43%	5.9k	67.71	View chart
Goldman Sachs (GS)	0.2	$399k	NEW	882.00	452.52	View chart
Kenvue (KVUE)	0.2	$398k	+10%	22k	18.18	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$394k	-6%	25k	16.03	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$391k	-2%	15k	25.42	View chart
Duke Energy Corp Com New (DUK)	0.2	$387k	+4%	3.9k	100.22	View chart
Oneok (OKE)	0.2	$381k	+30%	4.7k	81.55	View chart
American Express Company (AXP)	0.2	$381k	-5%	1.6k	231.54	View chart
Boston Scientific Corporation (BSX)	0.1	$375k	+52%	4.9k	77.01	View chart
Caterpillar (CAT)	0.1	$369k	+11%	1.1k	333.14	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$368k	+10%	6.7k	55.23	View chart
Visa Com Cl A (V)	0.1	$360k	+52%	1.4k	262.56	View chart
Meta Platforms Cl A (META)	0.1	$355k	+28%	704.00	504.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$351k	+23%	609.00	576.59	View chart
Central Securities (CET)	0.1	$351k		8.0k	44.02	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$350k		4.6k	76.58	View chart
Alliant Energy Corporation (LNT)	0.1	$349k	+12%	6.9k	50.90	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$349k	-16%	3.5k	99.34	View chart
Robert Half International (RHI)	0.1	$343k		5.4k	63.98	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$343k		7.0k	48.74	View chart
Freeport-mcmoran CL B (FCX)	0.1	$342k		7.0k	48.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$341k		10k	33.77	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$341k		28k	12.06	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$336k		7.6k	43.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV)	0.1	$335k	+7%	7.7k	43.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$333k		1.9k	173.84	View chart
UnitedHealth (UNH)	0.1	$326k	+54%	641.00	509.13	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.1	$322k	+30%	4.7k	67.81	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$322k	-16%	3.0k	106.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.1	$321k		9.5k	33.81	View chart
Philip Morris International (PM)	0.1	$320k	+31%	3.2k	101.32	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$319k	+7%	16k	20.45	View chart
Citigroup Com New (C)	0.1	$310k		4.9k	63.47	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$300k	-4%	7.4k	40.63	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$297k	+41%	5.2k	57.29	View chart
Boeing Company (BA)	0.1	$293k	-3%	1.6k	182.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$288k	NEW	6.6k	43.76	View chart
Nrg Energy Com New (NRG)	0.1	$286k		3.7k	77.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$284k	-3%	3.7k	77.28	View chart
Casey's General Stores (CASY)	0.1	$283k		741.00	381.56	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$277k	NEW	8.4k	32.89	View chart
American Electric Power Company (AEP)	0.1	$274k		3.1k	87.75	View chart
Abbott Laboratories (ABT)	0.1	$274k	NEW	2.6k	103.91	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$272k	+14%	4.6k	59.20	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$269k	+9%	8.1k	33.38	View chart
Newmont Mining Corporation (NEM)	0.1	$268k	+3%	6.4k	41.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$266k		6.1k	43.41	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$260k	NEW	240.00	1085.00	View chart
First Tr Exchange Traded Intl Equity Opp (FPXI)	0.1	$258k	+21%	5.5k	47.06	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$258k		15k	17.30	View chart
Mastercard Incorporated Cl A (MA)	0.1	$254k	NEW	575.00	441.22	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$253k	NEW	1.1k	226.28	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$253k	-7%	5.9k	43.05	View chart
Q2 Holdings (QTWO)	0.1	$253k		4.2k	60.33	View chart
Constellation Energy (CEG)	0.1	$250k	+6%	1.2k	200.28	View chart
United Parcel Service CL B (UPS)	0.1	$243k		1.8k	136.82	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$241k		27k	8.87	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$241k	-2%	4.3k	55.45	View chart
Lennar Corp Cl A (LEN)	0.1	$240k		1.6k	149.90	View chart
EOG Resources (EOG)	0.1	$239k	NEW	1.9k	125.89	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$237k	-2%	605.00	390.91	View chart
Martin Marietta Materials (MLM)	0.1	$235k		434.00	541.55	View chart
Constellation Brands Cl A (STZ)	0.1	$235k	NEW	911.00	257.36	View chart
Coca-Cola Company (KO)	0.1	$234k	+9%	3.7k	63.64	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$234k	-53%	7.3k	32.24	View chart
Pfizer (PFE)	0.1	$233k	+12%	8.3k	27.98	View chart
Williams Companies (WMB)	0.1	$231k	NEW	5.4k	42.50	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$230k		2.6k	88.30	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$230k	-2%	2.7k	85.66	View chart
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)	0.1	$227k	NEW	5.5k	41.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$227k		1.3k	173.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$226k	-3%	2.9k	76.70	View chart
Netflix (NFLX)	0.1	$222k	NEW	329.00	674.88	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$222k	NEW	12k	18.37	View chart
Nucor Corporation (NUE)	0.1	$221k	-2%	1.4k	158.11	View chart
Union Pacific Corporation (UNP)	0.1	$221k	+4%	976.00	226.25	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$220k		2.2k	99.98	View chart
Oge Energy Corp (OGE)	0.1	$218k	-3%	6.1k	35.70	View chart
Toro Company (TTC)	0.1	$218k	-7%	2.3k	93.52	View chart
Exelon Corporation (EXC)	0.1	$217k	-4%	6.3k	34.61	View chart
McDonald's Corporation (MCD)	0.1	$216k	+7%	847.00	254.82	View chart
Oaktree Specialty Lending Corp (OCSL)	0.1	$210k	-23%	11k	18.81	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$210k		1.4k	152.57	View chart
Applied Materials (AMAT)	0.1	$208k	NEW	883.00	235.99	View chart
Marathon Oil Corporation (MRO)	0.1	$207k		7.2k	28.67	View chart
Waste Connections (WCN)	0.1	$207k		1.2k	175.29	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.1	$207k	-24%	3.5k	58.85	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$204k	NEW	3.0k	68.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$203k	-29%	1.1k	182.52	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$203k		3.3k	62.26	View chart
Cloudflare Cl A Com (NET)	0.1	$202k		2.4k	82.83	View chart
Bristol Myers Squibb (BMY)	0.1	$201k		4.8k	41.53	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$199k	-21%	15k	12.97	View chart
Kimbell Rty Partners Unit (KRP)	0.1	$196k	NEW	12k	16.36	View chart
Sabra Health Care REIT (SBRA)	0.1	$185k	NEW	12k	15.40	View chart
Healthcare Rlty Tr Cl A Com (HR)	0.1	$176k	NEW	11k	16.48	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$151k	NEW	10k	15.14	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$150k	NEW	10k	15.03	View chart
Myomo Com New (MYO)	0.1	$141k	+6%	44k	3.21	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$126k	+13%	12k	10.60	View chart
Easterly Government Properti reit (DEA)	0.0	$124k	NEW	10k	12.37	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$108k	NEW	10k	10.80	View chart
Fibrogen (FGEN)	0.0	$85k	+117%	96k	0.89	View chart
Piedmont Office Realty Tr In Com Cl A (PDM)	0.0	$84k		12k	7.25	View chart
Medical Properties Trust (MPW)	0.0	$75k	-54%	17k	4.31	View chart
Industrial Logistics Pptys T Com Shs Ben Int (ILPT)	0.0	$45k	-2%	12k	3.68	View chart
Kulr Technology Group (KULR)	0.0	$29k	NEW	73k	0.40	View chart
Tellurian (TELL)	0.0	$8.1k	-14%	12k	0.69	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$4.8k	NEW	14k	0.33	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 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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