Accel Wealth Management Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$276.6B
Holdings
256
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (256 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | AEPAMERICAN ELEC PWR CO INC | 2,409 | $263.2M | 0.10% | |
| 202 | XIMRFIRST TR EXCHNG TRADED FD VI | 8,510 | $261.8M | 0.09% | |
| 203 | SCHDSCHWAB STRATEGIC TR | 9,275 | $259.3M | 0.09% | |
| 204 | PEOEXELON CORP | 5,599 | $258.0M | 0.09% | |
| 205 | UNHUNITEDHEALTH GROUP INC | 492 | $257.5M | 0.09% | |
| 206 | EFAISHARES TR | 3,125 | $255.4M | 0.09% | |
| 207 | DONSPDR DOW JONES INDL AVERAGE | 606 | $254.6M | 0.09% | |
| 208 | SOUNSOUNDHOUND AI INC | 30,502 | $247.7M | 0.09% | |
| 209 | WMBWILLIAMS COS INC | 4,055 | $242.3M | 0.09% | |
| 210 | LGLVSPDR SER TR | 1,375 | $239.3M | 0.09% | |
| 211 | DFACDIMENSIONAL ETF TRUST | 7,231 | $238.6M | 0.09% | |
| 212 | VODVODAFONE GROUP PLC NEW | 25,375 | $237.8M | 0.09% | |
| 213 | UNPUNION PAC CORP | 1,006 | $237.7M | 0.09% | |
| 214 | EOGEOG RES INC | 1,840 | $236.0M | 0.09% | |
| 215 | XELXCEL ENERGY INC | 3,325 | $235.4M | 0.09% | |
| 216 | RXRXRECURSION PHARMACEUTICALS IN | 44,050 | $233.0M | 0.08% | |
| 217 | FIWFIRST TR EXCHANGE-TRADED FD | 2,311 | $232.7M | 0.08% | |
| 218 | PFXFVANECK ETF TRUST | 13,827 | $231.7M | 0.08% | |
| 219 | SCHVSCHWAB STRATEGIC TR | 8,630 | $229.4M | 0.08% | |
| 220 | VRPINVESCO EXCH TRADED FD TR II | 9,438 | $228.8M | 0.08% | |
| 221 | NFLXNETFLIX INC | 243 | $226.6M | 0.08% | |
| 222 | WCNWASTE CONNECTIONS INC | 1,131 | $220.7M | 0.08% | |
| 223 | GLPIGAMING & LEISURE PPTYS INC | 4,254 | $216.5M | 0.08% | |
| 224 | FPXIFIRST TR EXCHANGE TRADED FD | 4,579 | $215.7M | 0.08% | |
| 225 | VFHVANGUARD WORLD FD | 1,796 | $214.6M | 0.08% | |
| 226 | SOSOUTHERN CO | 2,307 | $212.1M | 0.08% | |
| 227 | SPYDSPDR SER TR | 4,792 | $212.1M | 0.08% | |
| 228 | COWZPACER FDS TR | 3,834 | $209.9M | 0.08% | |
| 229 | FSKFS KKR CAP CORP | 10,000 | $209.5M | 0.08% | |
| 230 | AVDEAMERICAN CENTY ETF TR | 3,155 | $209.1M | 0.08% | |
| 231 | MLMMARTIN MARIETTA MATLS INC | 437 | $208.9M | 0.08% | |
| 232 | IUSVISHARES TR | 2,253 | $207.9M | 0.08% | |
| 233 | NETCLOUDFLARE INC | 1,830 | $206.2M | 0.07% | |
| 234 | BUFRFIRST TR EXCHNG TRADED FD VI | 6,916 | $205.3M | 0.07% | |
| 235 | HYLSFIRST TR EXCHANGE-TRADED FD | 4,997 | $205.1M | 0.07% | |
| 236 | GMGENERAL MTRS CO | 4,358 | $205.0M | 0.07% | |
| 237 | ANETARISTA NETWORKS INC | 2,624 | $203.3M | 0.07% | |
| 238 | HDVISHARES TR | 1,670 | $202.3M | 0.07% | |
| 239 | ITOTISHARES TR | 1,654 | $201.8M | 0.07% | |
| 240 | SPHYSPDR SER TR | 8,616 | $201.8M | 0.07% | |
| 241 | MPCMARATHON PETE CORP | 1,384 | $201.7M | 0.07% | |
| 242 | XLBSELECT SECTOR SPDR TR | 2,343 | $201.4M | 0.07% | |
| 243 | BSVVANGUARD BD INDEX FDS | 2,558 | $200.2M | 0.07% | |
| 244 | MYOMYOMO INC | 41,082 | $197.6M | 0.07% | |
| 245 | CHCTCOMMUNITY HEALTHCARE TR INC | 10,000 | $181.6M | 0.07% | |
| 246 | MFICMIDCAP FINANCIAL INVSTMNT CO | 13,651 | $175.6M | 0.06% | |
| 247 | KRPKIMBELL RTY PARTNERS LP | 12,000 | $168.0M | 0.06% | |
| 248 | PKSTPEAKSTONE REALTY TRUST | 11,996 | $151.2M | 0.05% | |
| 249 | GSBDGOLDMAN SACHS BDC INC | 12,000 | $139.6M | 0.05% | |
| 250 | DEAEASTERLY GOVT PPTYS INC | 12,000 | $127.2M | 0.05% | |
| 251 | DAPPVANECK ETF TRUST | 12,414 | $112.1M | 0.04% | |
| 252 | MPTMEDICAL PPTYS TRUST INC | 16,770 | $101.1M | 0.04% | |
| 253 | TCPCBLACKROCK TCP CAPITAL CORP | 12,000 | $96.1M | 0.03% | |
| 254 | EFRENERGY FUELS INC | 11,452 | $42.7M | 0.02% | |
| 255 | ILPTINDUSTRIAL LOGISTICS PPTYS T | 11,671 | $40.1M | 0.01% | |
| 256 | KULRKULR TECHNOLOGY GROUP INC | 19,600 | $25.9M | 0.01% |
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