Accel Wealth Management
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwaverly, IA
- CIK0001838226
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
251 | $263.73M | VNLA, DGRO, AAPL, VTI | 13F-HR | Jan 21, 2025 | 000183822625000001 | ||
256 | $268.58M | VNLA, DGRO, AAPL, VTI | 13F-HR | Oct 15, 2024 | 000183822624000005 | ||
244 | $249.86M | VNLA, DGRO, AMZN, VTI | 13F-HR | Jul 12, 2024 | 000183822624000002 | ||
227 | $235.65M | VNLA, DGRO, VTI, FIRST TR EXCHANGE-TRADED FD | 13F-HR | Apr 19, 2024 | 000108514624001936 | ||
195 | $199.16M | VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, VYM | 13F-HR | Jan 18, 2024 | 000108514624000288 | ||
168 | $179.53M | VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, AAPL | 13F-HR | Oct 19, 2023 | 000108514623003834 | ||
170 | $181.66M | VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, AAPL | 13F-HR | Jul 24, 2023 | 000108514623002876 | ||
1,256 | $244.60M | VNLA, DGRO, FIRST TR EXCHANGE-TRADED FD, VYM | 13F-HR | Apr 20, 2023 | 000087015623000015 | ||
1,059 | $208.96M | T 1.375 09/30/23, DGRO, VNLA, FIRST TR EXCHANGE-TRADED FD | 13F-HR | Jan 26, 2023 | 000087015623000006 | ||
1,094 | $187.26M | DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, VNLA | 13F-HR | Oct 12, 2022 | 000087015622000048 | ||
1,052 | $174.21M | DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, AAPL | 13F-HR | Aug 3, 2022 | 000087015622000040 | ||
954 | $193.50M | DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, AAPL | 13F-HR | Apr 29, 2022 | 000087015622000028 | ||
941 | $203.97M | DGRO, FIRST TR EXCHANGE-TRADED FD, VYM, AAPL | 13F-HR | Jan 18, 2022 | 000087015622000008 | ||
829 | $154.78M | DGRO, VYM, FIRST TR EXCHANGE-TRADED FD, AAPL | 13F-HR | Nov 4, 2021 | 000087015621000055 | ||
914 | $150.87M | DGRO, VYM, FPXI, AAPL | 13F-HR | Aug 3, 2021 | 000087015621000040 | ||
890 | $123.42M | VYM, DGRO, CAPD, AAPL | 13F-HR | May 10, 2021 | 000087015621000029 | ||
859 | $107.35M | VYM, AAPL, CAPD, AMZN | 13F-HR | Jan 27, 2021 | 000087015621000007 |