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Accelerate Investment Advisors

Latest statistics and disclosures from Accelerate Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002035216

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Positions held by Accelerate Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Accelerate Investment Advisors

Accelerate Investment Advisors holds 84 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	15.8	$16M	240k	67.51	View chart
Ishares Tr Core Us Aggbd Et (AGG)	10.4	$11M	106k	101.27	View chart
Ishares Tr Core Msci Intl (IDEV)	9.4	$9.6M	136k	70.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.5	$5.6M	121k	46.74	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.4	$4.5M	17k	263.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.1	$4.2M	7.3k	576.80	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.2	$3.2M	68k	47.85	View chart
Apple (AAPL)	2.7	$2.8M	12k	233.00	View chart
Amazon (AMZN)	2.4	$2.4M	13k	186.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$2.1M	41k	51.50	View chart
Microsoft Corporation (MSFT)	2.0	$2.0M	4.7k	430.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$1.8M	3.5k	527.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$1.8M	24k	75.11	View chart
NVIDIA Corporation (NVDA)	1.7	$1.8M	15k	121.44	View chart
Texas Pacific Land Corp (TPL)	1.6	$1.6M	1.8k	884.82	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.5	$1.6M	29k	53.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$1.2M	13k	95.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$1.2M	9.3k	125.62	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.1	$1.1M	6.1k	179.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.0M	3.6k	283.16	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$946k	4.8k	197.19	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.9	$944k	19k	50.84	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.9	$928k	19k	49.47	View chart
Ishares Tr Global Reit Etf (REET)	0.9	$916k	34k	26.69	View chart
Exxon Mobil Corporation (XOM)	0.9	$906k	7.7k	117.22	View chart
Meta Platforms Cl A (META)	0.8	$798k	1.4k	572.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$768k	7.1k	107.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$763k	13k	57.53	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$659k	8.2k	80.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$636k	3.6k	174.59	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$600k	7.6k	78.69	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$584k	5.6k	104.17	View chart
Tesla Motors (TSLA)	0.5	$551k	2.1k	261.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$548k	5.1k	107.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$542k	1.2k	460.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$526k	5.4k	96.95	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.5	$517k	10k	50.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$466k	3.1k	151.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$465k	2.8k	167.18	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$458k	1.7k	276.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$455k	792.00	573.92	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.4	$446k	5.8k	77.48	View chart
Linde SHS (LIN)	0.4	$440k	922.00	476.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$439k	2.6k	165.85	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$435k	1.1k	383.84	View chart
Columbia Etf Tr I Diversifid Fxd (DIAL)	0.4	$418k	23k	18.48	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$408k	6.7k	61.11	View chart
Intuit (INTU)	0.4	$388k	624.00	621.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$354k	6.9k	51.12	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$349k	7.1k	49.04	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$349k	6.9k	50.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$344k	5.1k	67.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$322k	1.3k	243.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$320k	545.00	586.52	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$314k	5.5k	57.41	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$313k	995.00	314.51	View chart
S&p Global (SPGI)	0.3	$296k	573.00	516.37	View chart
UnitedHealth (UNH)	0.3	$285k	488.00	584.68	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$278k	2.8k	100.70	View chart
Danaher Corporation (DHR)	0.3	$271k	976.00	278.07	View chart
Amgen (AMGN)	0.3	$267k	828.00	322.26	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.2	$253k	13k	18.95	View chart
Chevron Corporation (CVX)	0.2	$252k	1.7k	147.26	View chart
Wells Fargo & Company (WFC)	0.2	$236k	4.2k	56.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$234k	2.0k	116.94	View chart
JPMorgan Chase & Co. (JPM)	0.2	$229k	1.1k	210.86	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$227k	1.8k	123.60	View chart
Prologis (PLD)	0.2	$225k	1.8k	126.30	View chart
Broadcom (AVGO)	0.2	$225k	1.3k	172.52	View chart
Visa Com Cl A (V)	0.2	$224k	816.00	275.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$223k	2.9k	78.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$223k	3.4k	64.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$221k	4.9k	45.49	View chart
Abbvie (ABBV)	0.2	$219k	1.1k	197.55	View chart
American Tower Reit (AMT)	0.2	$219k	940.00	232.45	View chart
Costco Wholesale Corporation (COST)	0.2	$217k	245.00	886.87	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$216k	1.2k	174.53	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$214k	1.6k	132.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$212k	5.2k	41.12	View chart
Mastercard Incorporated Cl A (MA)	0.2	$210k	425.00	493.89	View chart
O'reilly Automotive (ORLY)	0.2	$206k	179.00	1151.60	View chart
Coca-Cola Company (KO)	0.2	$200k	2.8k	71.86	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$197k	14k	14.39	View chart
Onfolio Holdings Com New (ONFO)	0.0	$11k	10k	1.08	View chart

Past Filings by Accelerate Investment Advisors

SEC 13F filings are viewable for Accelerate Investment Advisors going back to 2024

Accelerate Investment Advisors 2024 Q3 filed Oct. 11, 2024

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