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Accelerate Investment Advisors LLC Top Holdings and 13F Report (2024)

About Accelerate Investment Advisors LLC

Investment Activity

  • Accelerate Investment Advisors LLC has $102.40 million in total holdings as of September 30, 2024.
  • Accelerate Investment Advisors LLC owns shares of 84 different stocks, but just 26 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofAccelerate Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$16,171,770239,54615.8%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,699,450105,65310.4%Finance
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$9,604,294135,5969.4%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$5,639,437120,6555.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,530,18117,1714.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,200,8617,2834.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,231,73267,5393.2%ETF
Apple Inc. stock logo
AAPL
Apple
$2,808,39312,0532.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,423,81513,0082.4%Retail/Wholesale
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,090,78640,5982.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$2,020,9884,6972.0%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,846,7173,5001.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,799,52323,9581.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,764,62314,5311.7%Computer and Technology
Texas Pacific Land Co. stock logo
TPL
Texas Pacific Land
$1,614,8021,8251.6%Oils/Energy
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,556,61229,0251.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,214,05912,6791.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,172,3669,3331.1%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,095,8696,1121.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,010,0323,5671.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$945,7184,7960.9%ETF
YEAR
AB Ultra Short Income ETF
$944,11618,5690.9%ETF
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$927,57518,7500.9%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$916,31434,3320.9%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$905,9877,7290.9%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$798,3251,3950.8%Computer and Technology
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$767,5897,1300.7%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$762,89313,2610.7%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$658,4848,1930.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$635,6763,6410.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$600,2927,6290.6%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$584,0865,6070.6%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$550,9612,1060.5%Auto/Tires/Trucks
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$548,3765,0940.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$542,2261,1780.5%Finance
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$526,3375,4290.5%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$517,29410,2230.5%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$465,9763,0730.5%Manufacturing
Alphabet Inc. stock logo
GOOG
Alphabet
$465,1022,7820.5%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$458,3151,6560.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$454,5417920.4%Finance
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$445,5905,7510.4%ETF
LINDE PLC
$439,6719220.4%SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$439,3502,6490.4%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$434,8921,1330.4%ETF
Columbia Diversified Fixed Income Allocation ETF stock logo
DIAL
Columbia Diversified Fixed Income Allocation ETF
$417,47522,5910.4%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$407,5436,6690.4%Manufacturing
Intuit Inc. stock logo
INTU
Intuit
$387,5996240.4%Computer and Technology
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$353,6486,9180.3%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$349,2197,1210.3%ETF
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$348,7876,8740.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$343,9715,1320.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$321,5961,3230.3%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$319,6535450.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$314,0845,4710.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$312,9349950.3%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$295,8795730.3%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$285,3244880.3%Medical
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$278,1292,7620.3%ETF
Danaher Co. stock logo
DHR
Danaher
$271,3989760.3%Multi-Sector Conglomerates
Amgen Inc. stock logo
AMGN
Amgen
$266,8358280.3%Medical
SPDR Bloomberg Barclays 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg Barclays 1-10 Year TIPS ETF
$253,23813,3630.2%ETF
Chevron Co. stock logo
CVX
Chevron
$251,6651,7090.2%Oils/Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$235,6694,1720.2%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$234,0072,0010.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$228,9941,0860.2%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$227,0601,8370.2%ETF
Prologis, Inc. stock logo
PLD
Prologis
$225,1921,7830.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$224,9721,3040.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$224,4318160.2%Business Services
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$223,4262,8630.2%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$222,5763,4380.2%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$220,6184,8500.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$219,2821,1100.2%Medical
American Tower Co. stock logo
AMT
American Tower
$218,5009400.2%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$217,2842450.2%Retail/Wholesale
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$216,2431,2390.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$213,5781,6150.2%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$211,9905,1550.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$209,9034250.2%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$206,1361790.2%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$200,1302,7850.2%Consumer Staples
PIMCO Corporate & Income Opportunity Fund stock logo
PTY
PIMCO Corporate & Income Opportunity Fund
$197,38413,7170.2%Finance
Onfolio Holdings, Inc. stock logo
ONFO
Onfolio
$10,88610,0800.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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