Accelerate Investment Advisors
Latest statistics and disclosures from Accelerate Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, AGG, IDEV, FBND, IVV, and represent 42.16% of Accelerate Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHA, SCHP, AGG, AAPL, IDEV, IVV, SCHG, SPLG, IVW, FBND.
- Started 20 new stock positions in VB, UAL, WMT, LOW, IJH, CRM, QQQ, VOE, PEP, MCK. JNJ, VEA, BLK, DDEC, MTUM, IWF, PG, ACN, DIA, XLK.
- Reduced shares in these 10 stocks: YEAR, VNLA, GSEW, , VXUS, KO, IWB, IJR, BND, GLD.
- Sold out of its positions in KO, VNLA, PLD, VXUS.
- Accelerate Investment Advisors was a net buyer of stock by $14M.
- Accelerate Investment Advisors has $113M in assets under management (AUM), dropping by 10.73%.
- Central Index Key (CIK): 0002035216
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Portfolio Holdings for Accelerate Investment Advisors
Accelerate Investment Advisors holds 100 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 14.9 | $17M | +2% | 246k | 68.94 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 9.7 | $11M | +7% | 114k | 96.90 |
|
| Ishares Tr Core Msci Intl (IDEV) | 8.2 | $9.3M | +5% | 144k | 64.47 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.1 | $5.8M | +7% | 129k | 44.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.2 | $4.8M | +11% | 8.1k | 588.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.2 | $4.8M | +5% | 18k | 264.14 |
|
| Apple (AAPL) | 3.2 | $3.6M | +19% | 14k | 250.42 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $3.2M | +6% | 72k | 44.04 |
|
| Amazon (AMZN) | 2.6 | $2.9M | +2% | 13k | 219.39 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.9 | $2.2M | +109% | 85k | 25.86 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $2.1M | +6% | 16k | 134.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $2.0M | +7% | 3.8k | 538.83 |
|
| Texas Pacific Land Corp (TPL) | 1.8 | $2.0M | 1.8k | 1105.73 |
|
|
| Microsoft Corporation (MSFT) | 1.8 | $2.0M | 4.8k | 421.47 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $1.7M | 24k | 71.91 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.5 | $1.7M | +32% | 17k | 101.53 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.4 | $1.6M | +112% | 62k | 25.83 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $1.3M | +20% | 7.4k | 178.08 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.1 | $1.2M | +31% | 6.3k | 190.88 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.1 | $1.2M | 9.3k | 128.62 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.0 | $1.1M | +19% | 22k | 51.25 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $1.1M | +5% | 3.8k | 289.81 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.8 | $939k | +35% | 9.7k | 96.83 |
|
| Meta Platforms Cl A (META) | 0.8 | $873k | +6% | 1.5k | 585.64 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $866k | +4% | 8.1k | 107.57 |
|
| Tesla Motors (TSLA) | 0.8 | $857k | 2.1k | 403.82 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $855k | +22% | 16k | 52.47 |
|
| Ishares Tr Global Reit Etf (REET) | 0.8 | $854k | +3% | 36k | 23.97 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $640k | +8% | 8.3k | 77.27 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.6 | $639k | +23% | 13k | 50.47 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $625k | +300% | 22k | 27.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $621k | 3.7k | 169.31 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $588k | +175% | 23k | 26.07 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $585k | +5% | 5.4k | 108.60 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $581k | +18% | 3.6k | 159.54 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $575k | +23% | 981.00 | 585.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $573k | +8% | 3.0k | 190.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $561k | +5% | 1.2k | 453.46 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $546k | +143% | 596.00 | 916.39 |
|
| Linde SHS (LIN) | 0.5 | $519k | +34% | 1.2k | 418.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $518k | +3% | 2.7k | 189.32 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $505k | 5.4k | 92.72 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $488k | +87% | 2.0k | 239.70 |
|
| Broadcom (AVGO) | 0.4 | $480k | +58% | 2.1k | 231.85 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.4 | $476k | 1.6k | 288.85 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $465k | 1.1k | 410.38 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $452k | +22% | 8.1k | 55.45 |
|
| UnitedHealth (UNH) | 0.4 | $409k | +65% | 809.00 | 505.61 |
|
| Intuit (INTU) | 0.4 | $405k | +3% | 645.00 | 628.57 |
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| Ishares Tr Ultra Short-term (ICSH) | 0.4 | $405k | +16% | 8.0k | 50.43 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 0.3 | $396k | 23k | 17.53 |
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|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $393k | +37% | 7.5k | 52.22 |
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| S&p Global (SPGI) | 0.3 | $385k | +34% | 773.00 | 497.93 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $374k | +7% | 7.5k | 50.13 |
|
| McKesson Corporation (MCK) | 0.3 | $371k | NEW | 651.00 | 569.91 |
|
| Chevron Corporation (CVX) | 0.3 | $366k | +47% | 2.5k | 144.87 |
|
| Wells Fargo & Company (WFC) | 0.3 | $341k | +16% | 4.8k | 70.24 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $339k | 545.00 | 621.80 |
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| Amgen (AMGN) | 0.3 | $316k | +46% | 1.2k | 260.60 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $316k | 5.1k | 61.37 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $311k | -2% | 1.3k | 242.07 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $296k | -7% | 919.00 | 322.04 |
|
| Hldgs (UAL) | 0.3 | $295k | NEW | 3.0k | 97.11 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $281k | 2.8k | 100.33 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $276k | NEW | 1.7k | 161.80 |
|
| Wal-Mart Stores (WMT) | 0.2 | $273k | NEW | 3.0k | 90.35 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $266k | NEW | 626.00 | 425.50 |
|
| Visa Com Cl A (V) | 0.2 | $265k | +2% | 838.00 | 316.08 |
|
| Johnson & Johnson (JNJ) | 0.2 | $258k | NEW | 1.8k | 144.59 |
|
| Ab Active Etfs Ultra Short Incm (YEAR) | 0.2 | $253k | -72% | 5.0k | 50.35 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $252k | NEW | 4.0k | 62.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $248k | +10% | 470.00 | 526.71 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $247k | +7% | 1.3k | 184.94 |
|
| Blackrock (BLK) | 0.2 | $246k | NEW | 240.00 | 1026.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $246k | NEW | 481.00 | 511.47 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.2 | $245k | 13k | 18.49 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $244k | NEW | 1.0k | 240.28 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.2 | $243k | NEW | 6.0k | 40.14 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $238k | +18% | 3.4k | 70.29 |
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| First Tr Value Line Divid In SHS (FVD) | 0.2 | $236k | +11% | 5.4k | 43.64 |
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| Danaher Corporation (DHR) | 0.2 | $232k | +3% | 1.0k | 229.66 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $231k | NEW | 994.00 | 232.50 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.2 | $231k | 1.8k | 124.99 |
|
|
| Lowe's Companies (LOW) | 0.2 | $225k | NEW | 912.00 | 246.77 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $225k | NEW | 1.1k | 206.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $223k | NEW | 634.00 | 351.95 |
|
| Abbvie (ABBV) | 0.2 | $220k | +11% | 1.2k | 177.72 |
|
| American Tower Reit (AMT) | 0.2 | $218k | +26% | 1.2k | 183.46 |
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| O'reilly Automotive (ORLY) | 0.2 | $217k | +2% | 183.00 | 1185.80 |
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| Procter & Gamble Company (PG) | 0.2 | $213k | NEW | 1.3k | 167.59 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $212k | 1.6k | 129.34 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $211k | NEW | 4.4k | 47.82 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $209k | -9% | 1.8k | 115.20 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.2 | $209k | +5% | 15k | 14.37 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $209k | NEW | 519.00 | 401.82 |
|
| Pepsi (PEP) | 0.2 | $207k | NEW | 1.4k | 152.00 |
|
| salesforce (CRM) | 0.2 | $207k | NEW | 618.00 | 334.13 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.2 | $202k | -54% | 2.6k | 77.22 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $193k | +102% | 10k | 18.50 |
|
| Onfolio Holdings Com New (ONFO) | 0.0 | $14k | 10k | 1.34 |
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Past Filings by Accelerate Investment Advisors
SEC 13F filings are viewable for Accelerate Investment Advisors going back to 2024
- Accelerate Investment Advisors 2024 Q4 filed Jan. 13, 2025
- Accelerate Investment Advisors 2024 Q3 filed Oct. 11, 2024