Accelerate Investment Advisors

Accelerate Investment Advisors as of Dec. 31, 2024

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 246k 68.94
Ishares Tr Core Us Aggbd Et (AGG) 9.7 $11M 114k 96.90
Ishares Tr Core Msci Intl (IDEV) 8.2 $9.3M 144k 64.47
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.1 $5.8M 129k 44.87
Ishares Tr Core S&p500 Etf (IVV) 4.2 $4.8M 8.1k 588.69
Vanguard Index Fds Mid Cap Etf (VO) 4.2 $4.8M 18k 264.14
Apple (AAPL) 3.2 $3.6M 14k 250.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.2M 72k 44.04
Amazon (AMZN) 2.6 $2.9M 13k 219.39
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.9 $2.2M 85k 25.86
NVIDIA Corporation (NVDA) 1.8 $2.1M 16k 134.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $2.0M 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 17k 101.53
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.6M 62k 25.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $1.3M 7.4k 178.08
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $1.2M 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 22k 51.25
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $1.1M 3.8k 289.81
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $939k 9.7k 96.83
Meta Platforms Cl A (META) 0.8 $873k 1.5k 585.64
Exxon Mobil Corporation (XOM) 0.8 $866k 8.1k 107.57
Tesla Motors (TSLA) 0.8 $857k 2.1k 403.82
Ishares Tr Eafe Value Etf (EFV) 0.8 $855k 16k 52.47
Ishares Tr Global Reit Etf (REET) 0.8 $854k 36k 23.97
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $640k 8.3k 77.27
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $639k 13k 50.47
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $625k 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 23k 26.07
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $585k 5.4k 108.60
Ishares Tr U.s. Tech Etf (IYW) 0.5 $581k 3.6k 159.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $575k 981.00 585.88
Alphabet Cap Stk Cl C (GOOG) 0.5 $573k 3.0k 190.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $561k 1.2k 453.46
Costco Wholesale Corporation (COST) 0.5 $546k 596.00 916.39
Linde SHS (LIN) 0.5 $519k 1.2k 418.58
Alphabet Cap Stk Cl A (GOOGL) 0.5 $518k 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 2.0k 239.70
Broadcom (AVGO) 0.4 $480k 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 8.1k 55.45
UnitedHealth (UNH) 0.4 $409k 809.00 505.61
Intuit (INTU) 0.4 $405k 645.00 628.57
Ishares Tr Ultra Short-term (ICSH) 0.4 $405k 8.0k 50.43
Columbia Etf Tr I Diversifid Fxd (DIAL) 0.3 $396k 23k 17.53
Ishares Core Msci Emkt (IEMG) 0.3 $393k 7.5k 52.22
S&p Global (SPGI) 0.3 $385k 773.00 497.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $374k 7.5k 50.13
McKesson Corporation (MCK) 0.3 $371k 651.00 569.91
Chevron Corporation (CVX) 0.3 $366k 2.5k 144.87
Wells Fargo & Company (WFC) 0.3 $341k 4.8k 70.24
Vanguard World Inf Tech Etf (VGT) 0.3 $339k 545.00 621.80
Amgen (AMGN) 0.3 $316k 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 1.3k 242.07
Ishares Tr Rus 1000 Etf (IWB) 0.3 $296k 919.00 322.04
Hldgs (UAL) 0.3 $295k 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 1.7k 161.80
Wal-Mart Stores (WMT) 0.2 $273k 3.0k 90.35
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $266k 626.00 425.50
Visa Com Cl A (V) 0.2 $265k 838.00 316.08
Johnson & Johnson (JNJ) 0.2 $258k 1.8k 144.59
Ab Active Etfs Ultra Short Incm (YEAR) 0.2 $253k 5.0k 50.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $252k 4.0k 62.31
Mastercard Incorporated Cl A (MA) 0.2 $248k 470.00 526.71
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $247k 1.3k 184.94
Blackrock (BLK) 0.2 $246k 240.00 1026.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $246k 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 1.0k 240.28
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.2 $243k 6.0k 40.14
Ishares Tr Core Msci Eafe (IEFA) 0.2 $238k 3.4k 70.29
First Tr Value Line Divid In SHS (FVD) 0.2 $236k 5.4k 43.64
Danaher Corporation (DHR) 0.2 $232k 1.0k 229.66
Select Sector Spdr Tr Technology (XLK) 0.2 $231k 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 912.00 246.77
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $225k 1.1k 206.92
Accenture Plc Ireland Shs Class A (ACN) 0.2 $223k 634.00 351.95
Abbvie (ABBV) 0.2 $220k 1.2k 177.72
American Tower Reit (AMT) 0.2 $218k 1.2k 183.46
O'reilly Automotive (ORLY) 0.2 $217k 183.00 1185.80
Procter & Gamble Company (PG) 0.2 $213k 1.3k 167.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $212k 1.6k 129.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $211k 4.4k 47.82
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $209k 1.8k 115.20
PIMCO Corporate Opportunity Fund (PTY) 0.2 $209k 15k 14.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $209k 519.00 401.82
Pepsi (PEP) 0.2 $207k 1.4k 152.00
salesforce (CRM) 0.2 $207k 618.00 334.13
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $202k 2.6k 77.22
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $193k 10k 18.50
Onfolio Holdings Com New (ONFO) 0.0 $14k 10k 1.34