Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025) About Accelerate Investment Advisors LLCInvestment ActivityAccelerate Investment Advisors LLC has $113.39 million in total holdings as of December 31, 2024.Accelerate Investment Advisors LLC owns shares of 100 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 14.07% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, Accelerate Investment Advisors LLC has purchased 84 new stocks and bought additional shares in 67 stocks.Accelerate Investment Advisors LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $16,941,453iShares Core U.S. Aggregate Bond ETF $11,017,987iShares Core MSCI International Developed Markets ETF $9,258,387Fidelity Total Bond ETF $5,805,865iShares Core S&P 500 ETF $4,777,789 Largest New Holdings this Quarter McKesson $371,011 HoldingUnited Airlines $294,527 HoldingVanguard Mid-Cap Value ETF $275,552 HoldingWalmart $272,763 HoldingSPDR Dow Jones Industrial Average ETF Trust $266,363 Holding Largest Purchases this Quarter Schwab US Small-Cap ETF 44,263 shares (about $1.14M)Schwab U.S. TIPS ETF 32,621 shares (about $842.60K)iShares Core U.S. Aggregate Bond ETF 8,052 shares (about $780.24K)Apple 2,346 shares (about $587.50K)iShares Core MSCI International Developed Markets ETF 8,012 shares (about $516.53K) Largest Sales this Quarter AB Ultra Short Income ETF 13,543 shares (about $681.85K)Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 3,132 shares (about $241.84K)iShares Russell 1000 ETF 76 shares (about $24.47K)iShares Core S&P Small-Cap ETF 184 shares (about $21.20K)Vanguard Total Bond Market ETF 223 shares (about $16.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAccelerate Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$16,941,453$427,152 ▲2.6%245,74214.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,017,987$780,237 ▲7.6%113,7059.7%FinanceIDEViShares Core MSCI International Developed Markets ETF$9,258,387$516,532 ▲5.9%143,6088.2%ETFFBNDFidelity Total Bond ETF$5,805,865$392,074 ▲7.2%129,3935.1%ETFIVViShares Core S&P 500 ETF$4,777,789$490,377 ▲11.4%8,1164.2%ETFVOVanguard Mid-Cap ETF$4,766,333$230,855 ▲5.1%18,0454.2%ETFAAPLApple$3,605,860$587,495 ▲19.5%14,3993.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,167,204$192,806 ▲6.5%71,9172.8%ETFAMZNAmazon.com$2,936,753$82,929 ▲2.9%13,3862.6%Retail/WholesaleSCHASchwab US Small-Cap ETF$2,194,496$1,144,636 ▲109.0%84,8611.9%ETFNVDANVIDIA$2,084,101$132,682 ▲6.8%15,5191.8%Computer and TechnologyVOOVanguard S&P 500 ETF$2,030,298$144,405 ▲7.7%3,7681.8%ETFTPLTexas Pacific Land$2,021,280$3,317 ▲0.2%1,8281.8%EnergyMSFTMicrosoft$2,007,018$27,395 ▲1.4%4,7621.8%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,706,803$16,036 ▼-0.9%23,7351.5%ETFIVWiShares S&P 500 Growth ETF$1,705,366$418,092 ▲32.5%16,7971.5%ETFSCHPSchwab U.S. TIPS ETF$1,592,315$842,600 ▲112.4%61,6461.4%ETFQUALiShares MSCI USA Quality Factor ETF$1,310,658$222,242 ▲20.4%7,3601.2%ETFIVEiShares S&P 500 Value ETF$1,207,524$292,051 ▲31.9%6,3261.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,196,422$3,987 ▼-0.3%9,3021.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,145,976$185,060 ▲19.3%22,3611.0%ETFVTIVanguard Total Stock Market ETF$1,094,902$61,150 ▲5.9%3,7781.0%ETFEFGiShares MSCI EAFE Growth ETF$938,525$248,163 ▲35.9%9,6930.8%ETFMETAMeta Platforms$873,193$56,222 ▲6.9%1,4910.8%Computer and TechnologyXOMExxon Mobil$865,951$34,530 ▲4.2%8,0500.8%EnergyTSLATesla$857,304$6,865 ▲0.8%2,1230.8%Auto/Tires/TrucksEFViShares MSCI EAFE Value ETF$855,026$159,242 ▲22.9%16,2960.8%ETFREETiShares Global REIT ETF$853,562$30,633 ▲3.7%35,6100.8%ETFBSVVanguard Short-Term Bond ETF$640,431$50,922 ▲8.6%8,2880.6%ETFTFLOiShares Treasury Floating Rate Bond ETF$639,058$123,098 ▲23.9%12,6620.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$625,445$469,181 ▲300.2%22,4420.6%ETFVTVVanguard Value ETF$621,216$4,741 ▲0.8%3,6690.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$587,777$374,184 ▲175.2%22,5460.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$584,617$31,387 ▲5.7%5,3830.5%ETFIYWiShares U.S. Technology ETF$581,188$90,935 ▲18.5%3,6430.5%ManufacturingSPYSPDR S&P 500 ETF Trust$574,744$110,730 ▲23.9%9810.5%FinanceGOOGAlphabet$573,432$43,612 ▲8.2%3,0110.5%Computer and TechnologyBRK.BBerkshire Hathaway$560,924$26,754 ▲5.0%1,2370.5%FinanceCOSTCostco Wholesale$546,169$321,653 ▲143.3%5960.5%Retail/WholesaleLINDE PLC$518,616$132,689 ▲34.4%1,2390.5%SHSGOOGLAlphabet$517,967$16,470 ▲3.3%2,7360.5%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$504,779$1,391 ▲0.3%5,4440.4%ETFJPMJPMorgan Chase & Co.$487,544$227,233 ▲87.3%2,0340.4%FinanceAVGOBroadcom$479,920$177,594 ▲58.7%2,0700.4%Computer and TechnologyOEFiShares S&P 100 ETF$475,736$2,600 ▼-0.5%1,6470.4%ETFVUGVanguard Growth ETF$464,9550.0%1,1330.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$451,696$81,900 ▲22.1%8,1460.4%ManufacturingUNHUnitedHealth Group$409,037$162,300 ▲65.8%8090.4%MedicalINTUIntuit$405,425$13,200 ▲3.4%6450.4%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$405,054$58,398 ▲16.8%8,0320.4%ETFDIALColumbia Diversified Fixed Income Allocation ETF$395,528$491 ▼-0.1%22,5630.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$392,461$106,783 ▲37.4%7,5160.3%ETFSPGIS&P Global$384,901$99,586 ▲34.9%7730.3%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$374,371$27,572 ▲8.0%7,4680.3%ETFMCKMcKesson$371,011$371,011 ▲New Holding6510.3%MedicalCVXChevron$365,934$118,356 ▲47.8%2,5260.3%EnergyWFCWells Fargo & Company$340,453$47,412 ▲16.2%4,8470.3%FinanceVGTVanguard Information Technology ETF$338,8810.0%5450.3%ETFAMGNAmgen$316,106$100,330 ▲46.5%1,2130.3%MedicalAVDEAvantis International Equity ETF$315,774$798 ▲0.3%5,1450.3%ETFGLDSPDR Gold Shares$311,063$9,199 ▼-2.9%1,2850.3%FinanceIWBiShares Russell 1000 ETF$295,954$24,475 ▼-7.6%9190.3%ETFUALUnited Airlines$294,527$294,527 ▲New Holding3,0330.3%TransportationMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$280,714$3,612 ▲1.3%2,7980.2%ETFVOEVanguard Mid-Cap Value ETF$275,552$275,552 ▲New Holding1,7030.2%ETFWMTWalmart$272,763$272,763 ▲New Holding3,0190.2%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$266,363$266,363 ▲New Holding6260.2%FinanceVVisa$264,877$6,954 ▲2.7%8380.2%Business ServicesJNJJohnson & Johnson$257,809$257,809 ▲New Holding1,7830.2%MedicalYEARAB Ultra Short Income ETF$253,043$681,847 ▼-72.9%5,0260.2%ETFIJHiShares Core S&P Mid-Cap ETF$251,544$251,544 ▲New Holding4,0370.2%ETFMAMastercard$247,552$23,702 ▲10.6%4700.2%Business ServicesFTECFidelity MSCI Information Technology Index ETF$246,528$17,385 ▲7.6%1,3330.2%ETFBLACKROCK INC$246,292$246,292 ▲New Holding2400.2%COMQQQInvesco QQQ$246,015$246,015 ▲New Holding4810.2%FinanceTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$244,595$2,496 ▼-1.0%13,2280.2%ETFVBVanguard Small-Cap ETF$243,644$243,644 ▲New Holding1,0140.2%ETFDDECFT Vest U.S. Equity Deep Buffer ETF - December$242,755$242,755 ▲New Holding6,0480.2%ETFIEFAiShares Core MSCI EAFE ETF$237,646$36,410 ▲18.1%3,3810.2%ETFFVDFirst Trust Value Line Dividend Index Fund$236,430$24,786 ▲11.7%5,4180.2%ETFDHRDanaher$231,730$7,579 ▲3.4%1,0090.2%MedicalXLKTechnology Select Sector SPDR Fund$231,109$231,109 ▲New Holding9940.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$230,723$1,125 ▲0.5%1,8460.2%ETFLOWLowe's Companies$225,057$225,057 ▲New Holding9120.2%Retail/WholesaleMTUMiShares MSCI USA Momentum Factor ETF$224,715$224,715 ▲New Holding1,0860.2%ETFACNAccenture$223,137$223,137 ▲New Holding6340.2%Computer and TechnologyABBVAbbVie$219,839$22,570 ▲11.4%1,2370.2%MedicalAMTAmerican Tower$217,946$45,497 ▲26.4%1,1880.2%FinanceORLYO'Reilly Automotive$217,001$4,743 ▲2.2%1830.2%Retail/WholesalePGProcter & Gamble$213,170$213,170 ▲New Holding1,2720.2%Consumer StaplesIWSiShares Russell Mid-Cap Value ETF$212,377$3,492 ▲1.7%1,6420.2%ETFVEAVanguard FTSE Developed Markets ETF$210,643$210,643 ▲New Holding4,4050.2%ETFIJRiShares Core S&P Small-Cap ETF$209,325$21,197 ▼-9.2%1,8170.2%ETFPTYPIMCO Corporate & Income Opportunity Fund$208,601$11,482 ▲5.8%14,5160.2%FinanceIWFiShares Russell 1000 Growth ETF$208,547$208,547 ▲New Holding5190.2%ETFPEPPepsiCo$206,878$206,878 ▲New Holding1,3610.2%Consumer StaplesCRMSalesforce$206,490$206,490 ▲New Holding6180.2%Computer and TechnologyGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$202,230$241,842 ▼-54.5%2,6190.2%ETFSCHFSchwab International Equity ETF$192,984$97,620 ▲102.4%10,4320.2%ETFONFOOnfolio$13,5070.0%10,0800.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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