Accel Wealth Management
Q1 2025 13F Holdings
- Locationwaverly, IA
- Num holdings
256
- Value ($000)
$276,648
- Date Filed04/10/2025
- Form type13F-HR
- CIK0001838226
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $13.19 M | 5 % | 213,571 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $10.90 M | 4 % | 221,771 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.16 M | 3 % | 325,992 | ||
AAPL APPLE INC | COM | 037833100 | $6.65 M | 2 % | 29,919 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.51 M | 2 % | 37,695 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.30 M | 2 % | 22,912 | ||
VANGUARD WORLD FD | ENERGY ETF | 92204A306 | $6.24 M | 2 % | 48,101 | ||
PTY PIMCO CORPORATE & INCOME OPP | COM | 72201B101 | $6.15 M | 2 % | 425,251 | ||
AMZN AMAZON COM INC | COM | 023135106 | $6.14 M | 2 % | 32,276 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.77 M | 2 % | 35,952 |
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