Accel Wealth Management

Q4 2024 13F Holdings

  • Location
    waverly, IA
  • Num holdings

    251

  • Value ($000)

    $263,732

  • Date Filed
    01/21/2025
  • Form type
    13F-HR
  • CIK
    0001838226
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VNLA
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
47103U886
$10.82M
4 %

221,216

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$9.94M
4 %

162,033

AAPL
AAPL

APPLE INC

COM
037833100
$7.50M
3 %

29,945

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$7.21M
3 %

24,867

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.10M
3 %

32,379

---

VANGUARD WORLD FD

ENERGY ETF
92204A306
$5.78M
2 %

47,627

PTY
PTY

PIMCO CORPORATE & INCOME OPP

COM
72201B101
$5.70M
2 %

396,452

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$5.53M
2 %

43,351

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$5.38M
2 %

31,768

VOE
VOE

VANGUARD INDEX FDS

MCAP VL IDXVIP
922908512
$5.32M
2 %

32,896

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