Accelerate Investment Advisors

Accelerate Investment Advisors as of Sept. 30, 2024

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