Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025) About Accelerate Investment Advisors LLCInvestment ActivityAccelerate Investment Advisors LLC has $119.44 million in total holdings as of March 31, 2025.Accelerate Investment Advisors LLC owns shares of 115 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 10.58% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Accelerate Investment Advisors LLC has purchased 100 new stocks and bought additional shares in 65 stocks.Accelerate Investment Advisors LLC sold shares of 19 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $16,227,795iShares Core U.S. Aggregate Bond ETF $10,724,133iShares Core MSCI International Developed Markets ETF $10,056,719Fidelity Total Bond ETF $6,095,003Vanguard Mid-Cap ETF $4,734,630 Largest New Holdings this Quarter 48662X105 - KAYNE ANDERSON BDC INC $678,450 Holding808524839 - Schwab U.S. Aggregate Bond ETF $308,675 Holding808524854 - Schwab Intermediate-Term U.S. Treasury ETF $306,683 Holding464287861 - iShares Europe ETF $284,365 Holding922908538 - Vanguard Mid-Cap Growth ETF $271,795 Holding Largest Purchases this Quarter KAYNE ANDERSON BDC INC 41,828 shares (about $678.45K)iShares S&P 100 ETF 1,953 shares (about $528.93K)iShares MSCI USA Quality Factor ETF 2,258 shares (about $385.88K)SPDR Gold Shares 1,335 shares (about $384.66K)iShares S&P 500 Value ETF 1,946 shares (about $370.88K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 5,293 shares (about $523.58K)iShares MSCI EAFE Growth ETF 3,358 shares (about $335.78K)Schwab U.S. Large-Cap Value ETF 10,346 shares (about $274.99K)Schwab U.S. Large-Cap Growth ETF 9,512 shares (about $238.18K)iShares Treasury Floating Rate Bond ETF 4,438 shares (about $224.82K) 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$16,227,795$67,799 ▲0.4%246,77313.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,724,133$523,584 ▼-4.7%108,4129.0%FinanceIDEViShares Core MSCI International Developed Markets ETF$10,056,719$163,545 ▲1.7%145,9828.4%ETFFBNDFidelity Total Bond ETF$6,095,003$188,215 ▲3.2%133,5165.1%ETFVOVanguard Mid-Cap ETF$4,734,630$67,759 ▲1.5%18,3074.0%ETFIVViShares Core S&P 500 ETF$4,727,218$166,883 ▲3.7%8,4134.0%ETFAAPLApple$3,410,350$211,911 ▲6.6%15,3532.9%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,301,095$46,120 ▲1.4%72,9362.8%ETFAMZNAmazon.com$2,495,063$51,751 ▼-2.0%13,1142.1%Retail/WholesaleTPLTexas Pacific Land$2,421,5850.0%1,8282.0%EnergyMSFTMicrosoft$2,030,326$242,858 ▲13.6%5,4091.7%Computer and TechnologySCHASchwab US Small-Cap ETF$2,019,853$31,560 ▲1.6%86,2081.7%ETFVOOVanguard S&P 500 ETF$2,001,365$64,759 ▲3.3%3,8941.7%ETFNVDANVIDIA$1,815,541$133,630 ▲7.9%16,7521.5%Computer and TechnologySCHPSchwab U.S. TIPS ETF$1,762,754$105,087 ▲6.3%65,5541.5%ETFBNDVanguard Total Bond Market ETF$1,723,911$19,390 ▼-1.1%23,4711.4%ETFQUALiShares MSCI USA Quality Factor ETF$1,643,665$385,880 ▲30.7%9,6181.4%ETFIVWiShares S&P 500 Growth ETF$1,584,608$25,343 ▲1.6%17,0701.3%ETFIVEiShares S&P 500 Value ETF$1,576,544$370,884 ▲30.8%8,2721.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,299,292$208,983 ▲19.2%26,6471.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,126,155$8,785 ▼-0.8%9,2300.9%ETFEFViShares MSCI EAFE Value ETF$1,067,914$107,446 ▲11.2%18,1190.9%ETFVTIVanguard Total Stock Market ETF$1,018,557$19,788 ▼-1.9%3,7060.9%ETFXOMExxon Mobil$990,662$33,300 ▲3.5%8,3300.8%EnergyOEFiShares S&P 100 ETF$974,988$528,931 ▲118.6%3,6000.8%ETFREETiShares Global REIT ETF$939,128$75,230 ▲8.7%38,7110.8%ETFMETAMeta Platforms$933,582$74,341 ▲8.7%1,6200.8%Computer and TechnologyBRK.BBerkshire Hathaway$834,861$176,237 ▲26.8%1,5680.7%FinanceVTVVanguard Value ETF$813,776$179,995 ▲28.4%4,7110.7%ETFGLDSPDR Gold Shares$754,906$384,656 ▲103.9%2,6200.6%FinanceBSVVanguard Short-Term Bond ETF$726,677$77,889 ▲12.0%9,2830.6%ETFTSLATesla$706,221$156,017 ▲28.4%2,7250.6%Auto/Tires/TrucksKAYNE ANDERSON BDC INC$678,450$678,450 ▲New Holding41,8280.6%COM SHSLINDE PLC$645,584$68,471 ▲11.9%1,3860.5%SHSCOSTCostco Wholesale$642,615$78,552 ▲13.9%6790.5%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$633,455$335,776 ▼-34.6%6,3350.5%ETFJPMJPMorgan Chase & Co.$629,574$130,722 ▲26.2%2,5670.5%FinanceSPYSPDR S&P 500 ETF Trust$600,791$52,024 ▲9.5%1,0740.5%FinanceIEMGiShares Core MSCI Emerging Markets ETF$599,582$193,960 ▲47.8%11,1100.5%ETFIYWiShares U.S. Technology ETF$552,547$40,872 ▲8.0%3,9340.5%ManufacturingIWBiShares Russell 1000 ETF$544,214$262,290 ▲93.0%1,7740.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$526,505$1,755 ▲0.3%5,4010.4%ETFAVGOBroadcom$511,143$164,577 ▲47.5%3,0530.4%Computer and TechnologyGOOGLAlphabet$485,684$62,624 ▲14.8%3,1410.4%Computer and TechnologyCVXChevron$473,985$51,364 ▲12.2%2,8330.4%EnergyGOOGAlphabet$470,4640.0%3,0110.4%Computer and TechnologyUNHUnitedHealth Group$466,937$43,448 ▲10.3%8920.4%MedicalAMGNAmgen$466,171$88,186 ▲23.3%1,4960.4%MedicalSPGIS&P Global$445,964$53,333 ▲13.6%8780.4%Business ServicesMCKMcKesson$439,297$1,345 ▲0.3%6530.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$421,659$27,104 ▼-6.0%7,6540.4%ManufacturingTFLOiShares Treasury Floating Rate Bond ETF$416,606$224,817 ▼-35.0%8,2240.3%ETFAVDEAvantis International Equity ETF$410,729$69,780 ▲20.5%6,1980.3%ETFINTUIntuit$393,555$2,456 ▼-0.6%6410.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$376,055$103,056 ▼-21.5%4,2730.3%ETFPTYPIMCO Corporate & Income Opportunity Fund$375,049$165,148 ▲78.7%25,9370.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$350,696$131,183 ▲59.8%1,7350.3%ETFWFCWells Fargo & Company$348,113$144 ▲0.0%4,8490.3%FinanceQQQInvesco QQQ$343,233$117,693 ▲52.2%7320.3%FinanceJNJJohnson & Johnson$332,853$37,150 ▲12.6%2,0070.3%MedicalVVisa$329,672$36,085 ▲12.3%9410.3%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$324,265$274,987 ▼-45.9%12,2000.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$323,767$238,180 ▼-42.4%12,9300.3%ETFVBVanguard Small-Cap ETF$317,103$92,248 ▲41.0%1,4300.3%ETFWMTWalmart$311,650$46,616 ▲17.6%3,5500.3%Retail/WholesaleAMTAmerican Tower$311,069$52,642 ▲20.4%1,4300.3%FinanceSCHZSchwab U.S. Aggregate Bond ETF$308,675$308,675 ▲New Holding13,3280.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$306,683$306,683 ▲New Holding12,3360.3%ETFVGTVanguard Information Technology ETF$295,5970.0%5450.2%ETFFVDFirst Trust Value Line Dividend Index Fund$290,560$48,962 ▲20.3%6,5160.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$284,933$3,421 ▲1.2%2,8320.2%ETFIEViShares Europe ETF$284,365$284,365 ▲New Holding4,8860.2%ETFLOWLowe's Companies$281,938$69,260 ▲32.6%1,2090.2%Retail/WholesaleVOTVanguard Mid-Cap Growth ETF$271,795$271,795 ▲New Holding1,1110.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$269,199$269,199 ▲New Holding7,4180.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$262,8450.0%6260.2%FinanceORLYO'Reilly Automotive$260,730$1,433 ▼-0.5%1820.2%Retail/WholesaleMAMastercard$259,905$2,193 ▲0.9%4740.2%Business ServicesGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$256,979$57,858 ▲29.1%3,3800.2%ETFYEARAB Ultra Short Income ETF$254,3500.0%5,0260.2%ETFTIPXSPDR Bloomberg Barclays 1-10 Year TIPS ETF$253,088$748 ▼-0.3%13,1890.2%ETFPGProcter & Gamble$252,426$35,623 ▲16.4%1,4810.2%Consumer StaplesBLACKROCK INC$243,994$17,023 ▲7.5%2580.2%COMABBVAbbVie$241,762$17,388 ▼-6.7%1,1540.2%MedicalMCDMcDonald's$236,822$236,822 ▲New Holding7580.2%Retail/WholesaleDDECFT Vest U.S. Equity Deep Buffer ETF - December$236,7080.0%6,0480.2%ETFBACBank of America$235,832$235,832 ▲New Holding5,6510.2%FinanceIWSiShares Russell Mid-Cap Value ETF$234,431$27,588 ▲13.3%1,8610.2%ETFCSCOCisco Systems$234,037$234,037 ▲New Holding3,7930.2%Computer and TechnologyADIAnalog Devices$232,998$232,998 ▲New Holding1,1550.2%Computer and TechnologyPEPPepsiCo$231,992$27,893 ▲13.7%1,5470.2%Consumer StaplesACNAccenture$226,873$29,022 ▲14.7%7270.2%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$226,615$11,613 ▲5.4%1,4050.2%ETFVNLAJanus Henderson Short Duration Income ETF$225,442$225,442 ▲New Holding4,5870.2%ETFAFLAflac$225,076$225,076 ▲New Holding2,0240.2%FinancePMPhilip Morris International$224,079$224,079 ▲New Holding1,4120.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$223,992$102 ▲0.0%4,4070.2%ETFPSXPhillips 66$223,431$223,431 ▲New Holding1,8090.2%EnergyNEENextEra Energy$223,215$223,215 ▲New Holding3,1490.2%UtilitiesIJJiShares S&P Mid-Cap 400 Value ETF$221,360$359 ▲0.2%1,8490.2%ETFShowing 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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