Accelerate Investment Advisors

Accelerate Investment Advisors as of June 30, 2025

Portfolio Holdings for Accelerate Investment Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 14.0 $19M 259k 72.69
Ishares Tr Core Msci Intl (IDEV) 8.7 $12M 154k 76.04
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $11M 115k 99.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.8 $6.5M 142k 45.75
Vanguard Index Fds Mid Cap Etf (VO) 4.0 $5.3M 19k 279.83
Ishares Tr Core S&p500 Etf (IVV) 3.4 $4.6M 7.5k 620.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $3.8M 76k 49.46
Amazon (AMZN) 2.5 $3.4M 16k 219.39
Apple (AAPL) 2.2 $3.0M 14k 205.18
Microsoft Corporation (MSFT) 2.1 $2.8M 5.6k 497.39
NVIDIA Corporation (NVDA) 2.0 $2.6M 17k 157.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $2.3M 92k 25.30
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $2.1M 3.8k 567.96
Ishares Tr S&p 500 Grwt Etf (IVW) 1.5 $2.0M 18k 110.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $2.0M 11k 182.81
Texas Pacific Land Corp (TPL) 1.4 $1.9M 1.8k 1056.17
Ishares Tr Eafe Value Etf (EFV) 1.4 $1.8M 29k 63.48
Schwab Strategic Tr Us Tips Etf (SCHP) 1.4 $1.8M 68k 26.68
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.8M 9.2k 195.43
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.3 $1.8M 24k 73.63
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $1.7M 31k 54.46
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $1.4M 10k 135.04
Ishares Tr S&p 100 Etf (OEF) 0.9 $1.3M 4.1k 304.31
Meta Platforms Cl A (META) 0.9 $1.2M 1.7k 738.06
Ishares Core Msci Emkt (IEMG) 0.9 $1.2M 19k 60.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.1M 3.7k 303.93
Ishares Tr Global Reit Etf (REET) 0.7 $993k 40k 24.70
Exxon Mobil Corporation (XOM) 0.7 $959k 8.9k 107.80
Kayne Anderson Bdc Com Shs (KBDC) 0.7 $958k 63k 15.26
Tesla Motors (TSLA) 0.7 $900k 2.8k 317.64
Vanguard Index Fds Value Etf (VTV) 0.7 $880k 5.0k 176.75
JPMorgan Chase & Co. (JPM) 0.6 $782k 2.7k 289.87
Broadcom (AVGO) 0.6 $764k 2.8k 275.68
Spdr Gold Tr Gold Shs (GLD) 0.6 $757k 2.5k 304.88
Ishares Tr U.s. Tech Etf (IYW) 0.5 $736k 4.2k 173.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $718k 9.1k 78.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $679k 1.1k 618.00
Ishares Tr Rus 1000 Etf (IWB) 0.5 $670k 2.0k 339.60
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $667k 6.0k 111.99
Costco Wholesale Corporation (COST) 0.5 $633k 640.00 989.22
Linde SHS (LIN) 0.4 $598k 1.3k 469.30
Alphabet Cap Stk Cl A (GOOGL) 0.4 $591k 3.4k 176.22
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $568k 16k 35.58
Alphabet Cap Stk Cl C (GOOG) 0.4 $564k 3.2k 177.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $548k 1.1k 485.56
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $540k 5.4k 99.49
PIMCO Corporate Opportunity Fund (PTY) 0.4 $535k 39k 13.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $531k 963.00 551.56
Intuit (INTU) 0.4 $528k 671.00 787.55
McKesson Corporation (MCK) 0.4 $471k 643.00 732.66
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $468k 19k 25.03
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $445k 6.0k 74.01
S&p Global (SPGI) 0.3 $426k 807.00 527.38
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $411k 1.7k 240.32
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $392k 7.7k 50.65
Amgen (AMGN) 0.3 $388k 1.4k 279.17
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.3 $380k 4.1k 93.80
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $375k 13k 29.21
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.3 $370k 1.9k 197.24
Vanguard World Inf Tech Etf (VGT) 0.3 $362k 545.00 663.28
Wells Fargo & Company (WFC) 0.3 $352k 4.4k 80.13
Visa Com Cl A (V) 0.3 $347k 978.00 354.92
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.3 $340k 12k 27.67
Chevron Corporation (CVX) 0.3 $339k 2.4k 143.19
Home Depot (HD) 0.3 $339k 924.00 366.82
Abbvie (ABBV) 0.2 $331k 1.8k 185.58
Wal-Mart Stores (WMT) 0.2 $322k 3.3k 97.77
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $320k 726.00 440.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $312k 735.00 424.78
United Rentals (URI) 0.2 $304k 404.00 753.42
First Tr Exchange-traded SHS (FVD) 0.2 $304k 6.8k 44.70
Fidelity Covington Trust High Divid Etf (FDVV) 0.2 $302k 5.8k 52.02
American Tower Reit (AMT) 0.2 $292k 1.3k 220.98
International Business Machines (IBM) 0.2 $290k 984.00 294.66
Ishares Tr Europe Etf (IEV) 0.2 $289k 4.6k 63.25
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $288k 2.9k 100.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $286k 12k 23.24
Cisco Systems (CSCO) 0.2 $286k 4.1k 69.37
Mastercard Incorporated Cl A (MA) 0.2 $284k 505.00 562.19
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.2 $282k 8.6k 32.89
Philip Morris International (PM) 0.2 $278k 1.5k 182.13
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $276k 3.0k 91.97
Goldman Sachs Etf Tr Equal Weight Us (GSEW) 0.2 $275k 3.4k 81.54
Ishares Tr Russell 2000 Etf (IWM) 0.2 $274k 1.3k 215.71
Ishares Tr Select Divid Etf (DVY) 0.2 $273k 2.1k 132.80
Johnson & Johnson (JNJ) 0.2 $273k 1.8k 152.71
Raytheon Technologies Corp (RTX) 0.2 $271k 1.9k 146.03
Procter & Gamble Company (PG) 0.2 $260k 1.6k 159.32
Automatic Data Processing (ADP) 0.2 $258k 836.00 308.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $258k 5.3k 48.24
O'reilly Automotive (ORLY) 0.2 $255k 2.8k 90.12
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.2 $253k 6.0k 41.76
Spdr Series Trust Bloomberg 1 10 Y (TIPX) 0.2 $249k 13k 19.14
Vanguard Index Fds Growth Etf (VUG) 0.2 $249k 568.00 438.69
Select Sector Spdr Tr Technology (XLK) 0.2 $246k 972.00 253.29
Blackrock Etf Trust Ishares A I Inno (BAI) 0.2 $244k 8.5k 28.85
Ab Active Etfs Ultra Short Incm (YEAR) 0.2 $244k 4.8k 50.66
Ge Aerospace Com New (GE) 0.2 $241k 937.00 257.29
Verizon Communications (VZ) 0.2 $231k 5.3k 43.27
Blackrock (BLK) 0.2 $231k 220.00 1048.08
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.2 $229k 1.9k 123.56
Analog Devices (ADI) 0.2 $228k 958.00 237.97
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.2 $226k 4.6k 49.20
Coca-Cola Company (KO) 0.2 $226k 3.2k 70.74
UnitedHealth (UNH) 0.2 $222k 711.00 311.97
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $220k 1.6k 138.70
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $219k 386.00 566.10
Lowe's Companies (LOW) 0.2 $217k 977.00 221.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $216k 3.5k 62.02
Bank of America Corporation (BAC) 0.2 $210k 4.4k 47.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $206k 8.6k 23.83
Hldgs (UAL) 0.2 $204k 2.6k 79.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $204k 9.2k 22.10
Spotify Technology S A SHS (SPOT) 0.1 $201k 262.00 767.06
Onfolio Holdings Com New (ONFO) 0.0 $10k 10k 1.02