Accel Wealth Management
CIK Number: 0001838226
Main Sectors:
Top Industries:
Filing Date: Apr 10, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DGRO | iShares Core Di... | 66.11 | -0.35% | 213.57K | +31.81% | 13.19M | 52.87 | 4.77% | Share |
| 2 | VNLA | Janus Henderson... | 49.20 | +0.03% | 221.77K | +0.25% | 10.9M | 47.97 | 3.94% | Share |
| 3 | SCHG | Schwab U.S. Lar... | 30.01 | -0.38% | 325.99K | +1.12K% | 8.16M | 25.02 | 2.95% | Share |
| 4 | AAPL | Apple Inc. | 224.90 | -0.49% | 29.92K | -0.09% | 6.65M | 151.83 | 2.40% | Share |
| 5 | VTV | Vanguard Value ... | 181.00 | -0.35% | 37.7K | +18.66% | 6.51M | 146.4 | 2.35% | Share |
| 6 | VTI | Vanguard Total ... | 312.80 | -0.33% | 22.91K | -7.86% | 6.3M | 234.43 | 2.28% | Share |
| 7 | VDE | Vanguard Energy... | 121.22 | +0.72% | 48.1K | +1.00% | 6.24M | 116.62 | 2.26% | Share |
| 8 | AMZN | Amazon.com, Inc... | 221.95 | -0.83% | 32.28K | -0.32% | 6.14M | 156.62 | 2.22% | Share |
| 9 | VOE | Vanguard Mid-Ca... | 170.49 | -0.36% | 35.95K | +9.29% | 5.77M | 143.2 | 2.09% | Share |
| 10 | VYM | Vanguard High D... | 137.13 | -0.34% | 40.19K | -7.29% | 5.18M | 92.17 | 1.87% | Share |
| 11 | QQQ | Invesco QQQ Tru... | 563.28 | -0.46% | 9.64K | +6.75% | 4.52M | 380.24 | 1.63% | Share |
| 12 | NVDA | NVIDIA Corporat... | 174.98 | -0.24% | 33.82K | -13.9% | 3.67M | 58.03 | 1.32% | Share |
| 13 | MSFT | Microsoft Corpo... | 504.24 | -0.29% | 9.53K | -0.67% | 3.58M | 329.67 | 1.29% | Share |
| 14 | RDVY | First Trust Ris... | 64.60 | -0.22% | 59.62K | +21.91% | 3.49M | 51.54 | 1.26% | Share |
| 15 | ANGL | VanEck Fallen A... | 29.12 | -0.21% | 119.94K | +0.02% | 3.46M | 31.42 | 1.25% | Share |
| 16 | AGG | iShares Core U.... | 98.86 | -0.23% | 34.67K | +28.03% | 3.43M | 98.42 | 1.24% | Share |
| 17 | DE | Deere & Company | 486.86 | -1.19% | 7.25K | +20.88% | 3.4M | 364.56 | 1.23% | Share |
| 18 | IGEB | iShares Investm... | 45.37 | -0.27% | 64.24K | +20.28% | 2.89M | 46.1 | 1.05% | Share |
| 19 | ITA | iShares U.S. Ae... | 194.92 | +0.31% | 18.08K | +4.15% | 2.77M | 122.36 | 1.00% | Share |
| 20 | GOOGL | Alphabet Inc. | 199.75 | +0.22% | 17.68K | -1.45% | 2.73M | 102.82 | 0.99% | Share |
| 21 | KMI | Kinder Morgan, ... | 26.79 | +0.83% | 95.27K | -1.6% | 2.72M | 16.04 | 0.98% | Share |
| 22 | VIG | Vanguard Divide... | 209.03 | -0.39% | 13.75K | -0.8% | 2.67M | 151.97 | 0.96% | Share |
| 23 | QYLD | Global X NASDAQ... | 16.46 | -0.36% | 158.62K | -1.07% | 2.64M | 21.13 | 0.95% | Share |
| 24 | VOO | Vanguard S&P 50... | 584.28 | -0.39% | 4.95K | +2.53% | 2.54M | 419.35 | 0.92% | Share |
| 25 | XMMO | Invesco S&P Mid... | 130.13 | -0.17% | 20.89K | +38.34% | 2.38M | 99.17 | 0.86% | Share |
| 26 | GLD | SPDR Gold Share... | 307.30 | -0.34% | 8.05K | +35.41% | 2.32M | 219.56 | 0.84% | Share |
| 27 | VHT | Vanguard Health... | 253.98 | -0.26% | 8.02K | -3.29% | 2.12M | 254.73 | 0.77% | Share |
| 28 | JPM | JPMorgan Chase ... | 291.41 | -0.28% | 8.35K | -1.68% | 2.05M | 138.24 | 0.74% | Share |
| 29 | PEP | PepsiCo, Inc. | 148.98 | -1.16% | 13.65K | -3.12% | 2.05M | 155.28 | 0.74% | Share |
| 30 | VDC | Vanguard Consum... | 222.75 | -1.11% | 9.32K | +0.04% | 2.04M | 192.24 | 0.74% | Share |
| 31 | FV | First Trust Dor... | 60.50 | -0.43% | 36.89K | +0.65% | 2.02M | 41.96 | 0.73% | Share |
| 32 | RTX | RTX Corporation | 156.35 | -0.15% | 15.17K | +65.11% | 2.01M | 102.05 | 0.73% | Share |
| 33 | FVD | First Trust Val... | 46.27 | -0.12% | 44.48K | -4.18% | 1.98M | 35.55 | 0.72% | Share |
| 34 | CSB | VictoryShares U... | 57.89 | -0.12% | 34.21K | +22.08% | 1.96M | 56.99 | 0.71% | Share |
| 35 | VBK | Vanguard Small ... | 283.99 | +0.17% | 7.71K | +12.27% | 1.94M | 267.5 | 0.70% | Share |
| 36 | BX | Blackstone Inc. | 163.37 | -0.67% | 13.87K | +0.36% | 1.94M | 78.19 | 0.70% | Share |
| 37 | XLF | Financial Selec... | 52.70 | -0.32% | 38.3K | +4.49% | 1.91M | 40.79 | 0.69% | Share |
| 38 | CGDV | Capital Group D... | 40.91 | -0.21% | 52.61K | +27.03% | 1.88M | 33.69 | 0.68% | Share |
| 39 | PID | Invesco Interna... | 21.26 | +0.03% | 92.69K | +48.48% | 1.77M | 17.91 | 0.64% | Share |
| 40 | XLU | Utilities Selec... | 85.59 | -0.67% | 21.37K | +0.35% | 1.69M | 69.78 | 0.61% | Share |
| 41 | JAAA | Janus Henderson... | 50.74 | +0.01% | 33.17K | +77.46% | 1.68M | 50.79 | 0.61% | Share |
| 42 | PG | The Procter & G... | 158.68 | -0.52% | 9.78K | -5.15% | 1.67M | 158.65 | 0.60% | Share |
| 43 | VPU | Vanguard Utilit... | 185.05 | -0.64% | 9.63K | -4.23% | 1.65M | 151.41 | 0.59% | Share |
| 44 | FAUG | FT Cboe Vest U.... | 50.28 | -0.12% | 33.78K | -3.21% | 1.54M | 45.75 | 0.56% | Share |
| 45 | KCE | SPDR S&P Capita... | 151.82 | -0.34% | 12.09K | +9.70% | 1.53M | 99.31 | 0.55% | Share |
| 46 | XSMO | Invesco S&P Sma... | 70.30 | -0.04% | 24K | +21.25% | 1.51M | 61.54 | 0.54% | Share |
| 47 | CGGR | Capital Group G... | 41.39 | -0.4% | 43.39K | +61.88% | 1.49M | 35.1 | 0.54% | Share |
| 48 | VUG | Vanguard Growth... | 451.21 | -0.41% | 3.9K | -0.18% | 1.45M | 325.79 | 0.52% | Share |
| 49 | FTSL | First Trust Sen... | 45.85 | -0.56% | 31.61K | -13.41% | 1.44M | 47.77 | 0.52% | Share |
| 50 | IMCG | iShares Morning... | 80.45 | -0.41% | 19.4K | +12.26% | 1.39M | 68.76 | 0.50% | Share |
| 51 | VEA | Vanguard Develo... | 58.62 | -0.47% | 26.92K | -5.65% | 1.37M | 46.79 | 0.49% | Share |
| 52 | IVV | iShares Core S&... | 638.64 | -0.4% | 2.37K | -7.99% | 1.33M | 440.59 | 0.48% | Share |
| 53 | LGOV | First Trust Lon... | 21.24 | -0.7% | 61.63K | -20.2% | 1.32M | 22.3 | 0.48% | Share |
| 54 | PFF | iShares Preferr... | 31.49 | +0.10% | 42.66K | -2.14% | 1.31M | 38.23 | 0.47% | Share |
| 55 | AVGO | Broadcom Inc. | 289.60 | -0.54% | 7.8K | -23.81% | 1.31M | 87.16 | 0.47% | Share |
| 56 | XIDE | First Trust Exc... | 30.30 | -0.04% | 43.34K | +29.81% | 1.3M | 30.14 | 0.47% | Share |
| 57 | FMAY | FT Cboe Vest U.... | 50.95 | -0.33% | 27.07K | -2.26% | 1.25M | 44.72 | 0.45% | Share |
| 58 | PECO | Phillips Edison... | 33.80 | -1.23% | 33.87K | +2.47% | 1.24M | 33.26 | 0.45% | Share |
| 59 | PFFD | Global X U.S. P... | 19.35 | -0.15% | 60.84K | +15.37% | 1.16M | 23.29 | 0.42% | Share |
| 60 | INTC | Intel Corporati... | 23.50 | -0.17% | 50.63K | +0.35% | 1.15M | 23.62 | 0.42% | Share |
| 61 | PRU | Prudential Fina... | 107.17 | +0.04% | 10.24K | +3.00% | 1.14M | 83.84 | 0.41% | Share |
| 62 | FTHI | First Trust Buy... | 22.93 | -1.04% | 51.25K | +20.08% | 1.12M | 22.1 | 0.41% | Share |
| 63 | ARCC | Ares Capital Co... | 22.26 | -0.13% | 50.35K | +7.86% | 1.12M | 20.44 | 0.40% | Share |
| 64 | IBM | International B... | 239.41 | -1.29% | 4.4K | +0.25% | 1.09M | 175.28 | 0.40% | Share |
| 65 | JNJ | Johnson & Johns... | 179.02 | +0.10% | 6.56K | -1.44% | 1.09M | 156.79 | 0.39% | Share |
| 66 | CVX | Chevron Corpora... | 155.54 | +1.51% | 6.5K | +1.79% | 1.09M | 134.3 | 0.39% | Share |
| 67 | ABBV | AbbVie Inc. | 209.42 | +0.13% | 5.17K | -0.79% | 1.08M | 135.69 | 0.39% | Share |
| 68 | EDV | Vanguard Extend... | 64.81 | -0.61% | 15.17K | -31.6% | 1.08M | 82.58 | 0.39% | Share |
| 69 | FFEB | FT Cboe Vest U.... | 53.47 | -0.34% | 21.64K | +110.99% | 1.06M | 47.06 | 0.38% | Share |
| 70 | VMBS | Vanguard Mortga... | 46.23 | -0.19% | 21.51K | -6.36% | 996.24K | 46.91 | 0.36% | Share |
| 71 | PLTR | Palantir Techno... | 156.18 | +0.11% | 11.55K | -40.9% | 974.82K | 26.82 | 0.35% | Share |
| 72 | FJUL | FT Cboe Vest U.... | 53.13 | -0.14% | 19.34K | -5.19% | 921.34K | 48.11 | 0.33% | Share |
| 73 | XISE | FT Cboe Vest U.... | 30.38 | +0.05% | 30.06K | -3.03% | 903.33K | 30.66 | 0.33% | Share |
| 74 | FPE | First Trust Pre... | 18.02 | -0.06% | 49.62K | -6.16% | 872.76K | 20.19 | 0.32% | Share |
| 75 | BRK-B | Berkshire Hatha... | 488.50 | -0.04% | 1.62K | +1.69% | 862.78K | 324.3 | 0.31% | Share |
| 76 | STWD | Starwood Proper... | 19.89 | -0.77% | 42.1K | +0.27% | 832.33K | 19.35 | 0.30% | Share |
| 77 | LLY | Eli Lilly and C... | 709.69 | +0.60% | 986 | -6.81% | 814.57K | 504.4 | 0.29% | Share |
| 78 | JPEM | JPMorgan Divers... | 57.78 | -0.11% | 15.45K | +21.67% | 814.36K | 51.2 | 0.29% | Share |
| 79 | IYK | iShares US Cons... | 71.61 | -0.1% | 11.26K | -4.94% | 805.91K | 66.83 | 0.29% | Share |
| 80 | XOM | Exxon Mobil Cor... | 109.20 | +0.62% | 6.62K | +6.78% | 786.82K | 75.22 | 0.28% | Share |
| 81 | PGF | Invesco Financi... | 14.43 | -0.35% | 52.96K | -8.83% | 756.21K | 18.75 | 0.27% | Share |
| 82 | BUG | Global X Cybers... | 33.24 | -0.57% | 22.59K | -3.87% | 730.5K | 29.92 | 0.26% | Share |
| 83 | ISPY | ProShares Trust... | 43.16 | -0.46% | 17.06K | +99.39% | 718.23K | 43.19 | 0.26% | Share |
| 84 | IBIT | iShares Bitcoin... | 63.69 | -1.86% | 15.28K | +15.69% | 715.3K | 40.29 | 0.26% | Share |
| 85 | IWM | iShares Russell... | 225.99 | +0.26% | 3.54K | +2.66% | 707.26K | 201.61 | 0.26% | Share |
| 86 | QTEC | First Trust NAS... | 208.95 | -0.36% | 3.98K | -3.68% | 691.02K | 131.07 | 0.25% | Share |
| 87 | AMP | Ameriprise Fina... | 505.17 | -0.05% | 1.42K | +0.57% | 688.68K | 231.56 | 0.25% | Share |
| 88 | NOC | Northrop Grumma... | 597.67 | +0.87% | 1.34K | 0.00% | 684.34K | 447.61 | 0.25% | Share |
| 89 | BAC | Bank of America... | 48.25 | -0.21% | 16.29K | -4.5% | 679.95K | 31.13 | 0.25% | Share |
| 90 | XHB | SPDR S&P Homebu... | 111.38 | -0.84% | 6.98K | +30.22% | 676.02K | 111.24 | 0.24% | Share |
| 91 | ICF | iShares Cohen &... | 60.74 | -0.32% | 10.91K | -0.19% | 671.17K | 61.14 | 0.24% | Share |
| 92 | HNDL | Strategy Shares... | 21.65 | -0.32% | 31.5K | -0.73% | 664.32K | 24.85 | 0.24% | Share |
| 93 | WPC | W. P. Carey Inc... | 66.52 | -0.15% | 10.34K | +1.51% | 652.82K | 53.21 | 0.24% | Share |
| 94 | VOT | Vanguard Mid-Ca... | 283.48 | -0.34% | 2.65K | 0.00% | 648.3K | 211.03 | 0.23% | Share |
| 95 | COST | Costco Wholesal... | 969.68 | -2.5% | 676 | -2.73% | 639.03K | 722.76 | 0.23% | Share |
| 96 | NEM | Newmont Corpora... | 70.08 | +1.57% | 13.16K | +113.74% | 635.44K | 42.81 | 0.23% | Share |
| 97 | FDL | First Trust Mor... | 43.87 | +0.16% | 14.58K | -20.72% | 633.43K | 36.38 | 0.23% | Share |
| 98 | PAVE | Global X U.S. I... | 45.78 | -0.2% | 16.7K | -1.2% | 630.19K | 27.31 | 0.23% | Share |
| 99 | GOOG | Alphabet Inc. | 200.62 | +0.21% | 3.96K | -6.86% | 619.23K | 117.29 | 0.22% | Share |
| 100 | NEE | NextEra Energy,... | 76.11 | -0.09% | 8.46K | -1.85% | 599.44K | 73.1 | 0.22% | Share |
| 101 | QCOM | QUALCOMM Incorp... | 154.13 | -0.84% | 3.89K | +1.12% | 597.77K | 149.75 | 0.22% | Share |
| 102 | SCHF | Schwab Internat... | 22.70 | -0.48% | 29.98K | -8.51% | 593K | 18.02 | 0.21% | Share |
| 103 | VB | Vanguard Small ... | 245.04 | +0.02% | 2.64K | -1.13% | 584.57K | 200.38 | 0.21% | Share |
| 104 | WMT | Walmart Inc. | 97.95 | -4.5% | 6.59K | +12.64% | 579.01K | 65.67 | 0.21% | Share |
| 105 | COP | ConocoPhillips | 94.78 | -0.12% | 5.41K | +0.97% | 568.16K | 116.81 | 0.21% | Share |
| 106 | CSCO | Cisco Systems, ... | 67.02 | -0.13% | 9.17K | -13.76% | 565.99K | 45.66 | 0.20% | Share |
| 107 | HON | Honeywell Inter... | 217.42 | +0.19% | 2.65K | -10.3% | 560.57K | 211.05 | 0.20% | Share |
| 108 | CEG | Constellation E... | 312.52 | -0.54% | 2.77K | +5.08% | 559.41K | 212.76 | 0.20% | Share |
| 109 | PGX | Invesco Preferr... | 11.46 | -0.17% | 49.73K | -9.65% | 557.94K | 15.18 | 0.20% | Share |
| 110 | PM | Philip Morris I... | 174.51 | +0.96% | 3.46K | -1.48% | 548.73K | 98.13 | 0.20% | Share |
| 111 | CRM | Salesforce, Inc... | 245.87 | -0.24% | 2.01K | -5.18% | 540.2K | 235.21 | 0.20% | Share |
| 112 | SPGI | S&P Global Inc. | 552.47 | -0.82% | 1.06K | +0.67% | 537.06K | 428.2 | 0.19% | Share |
| 113 | FTGC | First Trust Glo... | 25.18 | +0.88% | 20.76K | -2.28% | 529.85K | 25.78 | 0.19% | Share |
| 114 | ADM | Archer-Daniels-... | 61.12 | +0.64% | 10.92K | -8.24% | 524.24K | 56.91 | 0.19% | Share |
| 115 | VO | Vanguard Mid Ca... | 285.44 | -0.34% | 2.02K | -2.32% | 521.88K | 211.68 | 0.19% | Share |
| 116 | AMD | Advanced Micro ... | 163.71 | -0.9% | 4.92K | +62.08% | 505.42K | 102.54 | 0.18% | Share |
| 117 | LMT | Lockheed Martin... | 447.12 | +0.25% | 1.12K | +0.18% | 501.72K | 394.8 | 0.18% | Share |
| 118 | KVUE | Kenvue Inc. | 21.43 | -0.92% | 20.9K | -4% | 501.11K | 19.92 | 0.18% | Share |
| 119 | MRK | Merck & Co., In... | 86.13 | +1.74% | 5.47K | -2.51% | 490.87K | 95.32 | 0.18% | Share |
| 120 | V | Visa Inc. | 343.70 | -0.07% | 1.39K | -0.07% | 485.76K | 262.93 | 0.18% | Share |
| 121 | FSEP | FT Cboe Vest U.... | 49.13 | -0.21% | 10.68K | 0.00% | 475.57K | 44.94 | 0.17% | Share |
| 122 | OKE | ONEOK, Inc. | 74.00 | +0.43% | 4.78K | -0.35% | 474.17K | 74.4 | 0.17% | Share |
| 123 | META | Meta Platforms,... | 739.10 | -1.15% | 791 | +9.86% | 456.19K | 504.22 | 0.16% | Share |
| 124 | JEPI | JPMorgan Equity... | 56.87 | -0.4% | 7.97K | -32.5% | 455.19K | 62.54 | 0.16% | Share |
| 125 | RSP | Invesco S&P 500... | 185.87 | -0.35% | 2.62K | -33.66% | 454.3K | 163.99 | 0.16% | Share |
| 126 | DVN | Devon Energy Co... | 33.88 | +0.30% | 12.12K | -6.38% | 453.18K | 53.42 | 0.16% | Share |
| 127 | MUB | iShares Nationa... | 103.92 | -0.12% | 4.27K | -23.21% | 450.42K | 108.63 | 0.16% | Share |
| 128 | BSX | Boston Scientif... | 105.22 | -0.78% | 4.44K | -1.53% | 448.11K | 70.97 | 0.16% | Share |
| 129 | AXP | American Expres... | 308.17 | -0.07% | 1.66K | +1.65% | 447.27K | 198.22 | 0.16% | Share |
| 130 | GD | General Dynamic... | 316.55 | -0.29% | 1.59K | +0.25% | 434.22K | 230.53 | 0.16% | Share |
| 131 | ILCG | iShares Morning... | 98.98 | -0.39% | 5.32K | -5.07% | 430.96K | 59.45 | 0.16% | Share |
| 132 | TSLA | Tesla, Inc. | 320.11 | -1.17% | 1.63K | +29.73% | 422.95K | 274.92 | 0.15% | Share |
| 133 | VIOO | Vanguard S&P Sm... | 105.77 | -0.04% | 4.3K | 0.00% | 415.36K | 88.09 | 0.15% | Share |
| 134 | VGT | Vanguard Inform... | 681.99 | -0.28% | 746 | -8.91% | 404.62K | 491.64 | 0.15% | Share |
| 135 | DVLU | First Trust Dor... | 30.44 | +0.31% | 14.09K | -6.76% | 400.61K | 23.9 | 0.14% | Share |
| 136 | HTGC | Hercules Capita... | 19.16 | +0.13% | 20.84K | +22.57% | 400.36K | 18.64 | 0.14% | Share |
| 137 | EMR | Emerson Electri... | 130.03 | -0.66% | 3.64K | -2.02% | 399.01K | 88.89 | 0.14% | Share |
| 138 | MGK | Vanguard Mega C... | 378.19 | -0.36% | 1.27K | +116.95% | 391.45K | 324.8 | 0.14% | Share |
| 139 | SDVY | First Trust SMI... | 36.99 | -0.01% | 11.61K | +1.79% | 388.87K | 33.8 | 0.14% | Share |
| 140 | ARM | Arm Holdings pl... | 133.28 | +1.62% | 3.61K | +1.55% | 385.94K | 129.9 | 0.14% | Share |
| 141 | LNT | Alliant Energy ... | 66.11 | -0.33% | 5.97K | +0.69% | 384.46K | 52.68 | 0.14% | Share |
| 142 | FUTY | Fidelity MSCI U... | 55.17 | -0.67% | 7.54K | -1.4% | 384.34K | 44.85 | 0.14% | Share |
| 143 | SRLN | SPDR Blackstone... | 41.44 | -0.05% | 9.29K | -5.02% | 382.26K | 42.03 | 0.14% | Share |
| 144 | GS | The Goldman Sac... | 715.66 | -0.7% | 699 | +1.45% | 381.59K | 472.01 | 0.14% | Share |
| 145 | FPEI | First Trust Ins... | 19.05 | -0.76% | 20.24K | +1.26% | 378.44K | 18.66 | 0.14% | Share |
| 146 | MU | Micron Technolo... | 115.79 | -1.21% | 4.34K | +1.88% | 376.86K | 123.34 | 0.14% | Share |
| 147 | ETN | Eaton Corporati... | 345.48 | -0.21% | 1.39K | -0.72% | 376.71K | 268.35 | 0.14% | Share |
| 148 | CAT | Caterpillar Inc... | 417.81 | -0.66% | 1.14K | +11.66% | 375.99K | 248.35 | 0.14% | Share |
| 149 | TROW | T. Rowe Price G... | 104.53 | -1.16% | 4.02K | +0.32% | 369.25K | 152.82 | 0.13% | Share |
| 150 | XLP | Consumer Staple... | 82.48 | -0.89% | 4.51K | +0.09% | 368.52K | 68.55 | 0.13% | Share |