Accelerate Investment Advisors

Accelerate Investment Advisors as of March 31, 2025

Portfolio Holdings for Accelerate Investment Advisors

Accelerate Investment Advisors holds 115 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 13.6 $16M 247k 65.76
Ishares Tr Core Us Aggbd Et (AGG) 9.0 $11M 108k 98.92
Ishares Tr Core Msci Intl (IDEV) 8.4 $10M 146k 68.89
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.1 $6.1M 134k 45.65
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $4.7M 18k 258.62
Ishares Tr Core S&p500 Etf (IVV) 4.0 $4.7M 8.4k 561.89
Apple (AAPL) 2.9 $3.4M 15k 222.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.3M 73k 45.26
Amazon (AMZN) 2.1 $2.5M 13k 190.26
Texas Pacific Land Corp (TPL) 2.0 $2.4M 1.8k 1324.72
Microsoft Corporation (MSFT) 1.7 $2.0M 5.4k 375.36
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $2.0M 86k 23.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $2.0M 3.9k 513.96
NVIDIA Corporation (NVDA) 1.5 $1.8M 17k 108.38
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $1.8M 66k 26.89
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $1.7M 24k 73.45
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $1.6M 9.6k 170.89
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $1.6M 17k 92.83
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.6M 8.3k 190.59
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.1 $1.3M 27k 48.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $1.1M 9.2k 122.01
Ishares Tr Eafe Value Etf (EFV) 0.9 $1.1M 18k 58.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $1.0M 3.7k 274.84
Exxon Mobil Corporation (XOM) 0.8 $991k 8.3k 118.93
Ishares Tr S&p 100 Etf (OEF) 0.8 $975k 3.6k 270.83
Ishares Tr Global Reit Etf (REET) 0.8 $939k 39k 24.26
Meta Platforms Cl A (META) 0.8 $934k 1.6k 576.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $835k 1.6k 532.44
Vanguard Index Fds Value Etf (VTV) 0.7 $814k 4.7k 172.74
Spdr Gold Tr Gold Shs (GLD) 0.6 $755k 2.6k 288.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $727k 9.3k 78.28
Tesla Motors (TSLA) 0.6 $706k 2.7k 259.16
Kayne Anderson Bdc Com Shs (KBDC) 0.6 $679k 42k 16.22
Linde SHS (LIN) 0.5 $646k 1.4k 465.79
Costco Wholesale Corporation (COST) 0.5 $643k 679.00 946.41
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $634k 6.3k 99.99
JPMorgan Chase & Co. (JPM) 0.5 $630k 2.6k 245.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $601k 1.1k 559.40
Ishares Core Msci Emkt (IEMG) 0.5 $600k 11k 53.97
Ishares Tr U.s. Tech Etf (IYW) 0.5 $553k 3.9k 140.45
Ishares Tr Rus 1000 Etf (IWB) 0.5 $544k 1.8k 306.77
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $527k 5.4k 97.48
Broadcom (AVGO) 0.4 $511k 3.1k 167.42
Alphabet Cap Stk Cl A (GOOGL) 0.4 $486k 3.1k 154.63
Chevron Corporation (CVX) 0.4 $474k 2.8k 167.31
Alphabet Cap Stk Cl C (GOOG) 0.4 $471k 3.0k 156.25
UnitedHealth (UNH) 0.4 $467k 892.00 523.47
Amgen (AMGN) 0.4 $466k 1.5k 311.61
S&p Global (SPGI) 0.4 $446k 878.00 507.93
McKesson Corporation (MCK) 0.4 $439k 653.00 672.74
Ishares Msci Emrg Chn (EMXC) 0.4 $422k 7.7k 55.09
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $417k 8.2k 50.66
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $411k 6.2k 66.27
Intuit (INTU) 0.3 $394k 641.00 613.97
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $376k 4.3k 88.01
PIMCO Corporate Opportunity Fund (PTY) 0.3 $375k 26k 14.46
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $351k 1.7k 202.13
Wells Fargo & Company (WFC) 0.3 $348k 4.8k 71.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $343k 732.00 468.90
Johnson & Johnson (JNJ) 0.3 $333k 2.0k 165.85
Visa Com Cl A (V) 0.3 $330k 941.00 350.34
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $324k 12k 26.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $324k 13k 25.04
Vanguard Index Fds Small Cp Etf (VB) 0.3 $317k 1.4k 221.75
Wal-Mart Stores (WMT) 0.3 $312k 3.6k 87.79
American Tower Reit (AMT) 0.3 $311k 1.4k 217.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $309k 13k 23.16
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $307k 12k 24.86
Vanguard World Inf Tech Etf (VGT) 0.2 $296k 545.00 542.38
First Tr Value Line Divid In SHS (FVD) 0.2 $291k 6.5k 44.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $285k 2.8k 100.61
Ishares Tr Europe Etf (IEV) 0.2 $284k 4.9k 58.20
Lowe's Companies (LOW) 0.2 $282k 1.2k 233.20
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $272k 1.1k 244.64
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $269k 7.4k 36.29
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $263k 626.00 419.88
O'reilly Automotive (ORLY) 0.2 $261k 182.00 1432.58
Mastercard Incorporated Cl A (MA) 0.2 $260k 474.00 548.32
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $257k 3.4k 76.03
Ab Active Etfs Ultra Short Incm (YEAR) 0.2 $254k 5.0k 50.61
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.2 $253k 13k 19.19
Procter & Gamble Company (PG) 0.2 $252k 1.5k 170.44
Blackrock (BLK) 0.2 $244k 258.00 945.71
Abbvie (ABBV) 0.2 $242k 1.2k 209.50
McDonald's Corporation (MCD) 0.2 $237k 758.00 312.43
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.2 $237k 6.0k 39.14
Bank of America Corporation (BAC) 0.2 $236k 5.7k 41.73
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $234k 1.9k 125.97
Cisco Systems (CSCO) 0.2 $234k 3.8k 61.70
Analog Devices (ADI) 0.2 $233k 1.2k 201.73
Pepsi (PEP) 0.2 $232k 1.5k 149.96
Accenture Plc Ireland Shs Class A (ACN) 0.2 $227k 727.00 312.07
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $227k 1.4k 161.29
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $225k 4.6k 49.15
AFLAC Incorporated (AFL) 0.2 $225k 2.0k 111.20
Philip Morris International (PM) 0.2 $224k 1.4k 158.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $224k 4.4k 50.83
Phillips 66 (PSX) 0.2 $223k 1.8k 123.51
Nextera Energy (NEE) 0.2 $223k 3.1k 70.88
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $221k 1.8k 119.72
Altria (MO) 0.2 $220k 3.7k 60.02
Abbott Laboratories (ABT) 0.2 $219k 1.6k 132.68
Automatic Data Processing (ADP) 0.2 $218k 713.00 305.33
Select Sector Spdr Tr Technology (XLK) 0.2 $216k 1.0k 206.42
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $213k 9.9k 21.53
Vanguard Index Fds Growth Etf (VUG) 0.2 $212k 572.00 371.07
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $210k 3.6k 58.36
Chubb (CB) 0.2 $208k 688.00 302.01
Danaher Corporation (DHR) 0.2 $206k 1.0k 205.06
Coca-Cola Company (KO) 0.2 $205k 2.9k 71.61
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $203k 10k 19.78
Prologis (PLD) 0.2 $201k 1.8k 111.77
Paychex (PAYX) 0.2 $201k 1.3k 154.32
Direxion Shs Etf Tr Dly S&p500 Br 3x (SPXS) 0.1 $116k 16k 7.12
Onfolio Holdings Com New (ONFO) 0.0 $9.6k 10k 0.95