13F Filings for Accel Wealth Management (CIK: 1838226)
View the most recent portfolio holdings disclosed by Accel Wealth Management in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DGRO - ISHARES TR(Class: CORE DIV GRWTH) | 215.99K | $13.81M | 4.61% | Increased | 2.42K (1.0%, $616.16K) |
| VNLA - JANUS DETROIT STR TR(Class: HENDRSN SHRT ETF) | 236.65K | $11.64M | 3.89% | Increased | 14.88K (6.0%, $743.07K) |
| SCHG - SCHWAB STRATEGIC TR(Class: US LCAP GR ETF) | 329.50K | $9.62M | 3.21% | Increased | 3.51K (1.0%, $1.46M) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 24.69K | $7.50M | 2.50% | Increased | 1.78K (7.0%, $1.21M) |
| AMZN - AMAZON COM INC(Class: COM) | 33.05K | $7.25M | 2.42% | Increased | 771 (2.0%, $1.11M) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 37.81K | $6.68M | 2.23% | Increased | 114 (0.0%, $170.93K) |
| AAPL - APPLE INC(Class: COM) | 29.53K | $6.06M | 2.02% | Decreased | 388 (1.0%, $587.10K) |
| PTY - PIMCO CORPORATE INCOME OPP(Class: COM) | 434.29K | $6.04M | 2.02% | Increased | 9.03K (2.0%, $108.21K) |
| VOE - VANGUARD INDEX FDS(Class: MCAP VL IDXVIP) | 35.98K | $5.92M | 1.98% | Increased | 30 (0.0%, $145.87K) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 10.03K | $5.53M | 1.85% | Increased | 382 (3.0%, $1.01M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 33.99K | $5.37M | 1.79% | Increased | 172 (0.0%, $1.71M) |
| VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD) | 40.12K | $5.35M | 1.79% | Decreased | 66 (0.0%, $165.99K) |
| MSFT - MICROSOFT CORP(Class: COM) | 9.73K | $4.84M | 1.62% | Increased | 203 (2.0%, $1.26M) |
| RDVY - FIRST TR EXCHANGE TRADED FD(Class: RISNG DIVD ACHIV) | 61.66K | $3.87M | 1.29% | Increased | 2.04K (3.0%, $378.19K) |
| DE - DEERE CO(Class: COM) | 7.25K | $3.68M | 1.23% | Decreased | 2 (0.0%, $282.55K) |
| ANGL - VANECK ETF TRUST(Class: FALLEN ANGEL HG) | 121.06K | $3.54M | 1.18% | Increased | 1.11K (0.0%, $83.02K) |
| N/A - ISHARES TR(Class: US AER DEF ETF) | 18.75K | $3.54M | 1.18% | Increased | 670 (3.0%, $769.01K) |
| AGG - ISHARES TR(Class: CORE US AGGBD ET) | 33.37K | $3.31M | 1.11% | Decreased | 1.30K (3.0%, $118.86K) |
| N/A - ISHARES TR(Class: INVESTMENT GRADE) | 67.14K | $3.05M | 1.02% | Increased | 2.90K (4.0%, $159.41K) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 5.28K | $3M | 1.00% | Increased | 330 (6.0%, $455.38K) |
| VDE - VANGUARD WORLD FD(Class: ENERGY ETF) | 23.87K | $2.84M | 0.95% | Decreased | 24.23K (50.0%, $3.40M) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 13.81K | $2.83M | 0.94% | Increased | 59 (0.0%, $158.91K) |
| KMI - KINDER MORGAN INC DEL(Class: COM) | 94.87K | $2.79M | 0.93% | Decreased | 406 (0.0%, $70.95K) |
| XMMO - INVESCO EXCHANGE TRADED FD T(Class: SP MDCP MOMNTUM) | 21.58K | $2.78M | 0.93% | Increased | 687 (3.0%, $399.09K) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 15.65K | $2.76M | 0.92% | Decreased | 2.03K (11.0%, $23.72K) |