Accel Wealth Management
CIK Number: 0001838226
276.65M
Market Value
245
# of Holdings
11 months
Avg. Holding Period
39.39%
Win Rate
10.04%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VNLA | Janus Henderson... | 49.05 | -0.01% | 221.22K | +0.17% | 10.82M | 47.97 | 4.10% |
| 2 | DGRO | iShares Core Di... | 62.20 | -0.9% | 162.03K | +2.48% | 9.94M | 50.04 | 3.77% |
| 3 | AAPL | Apple Inc. | 195.57 | -1.44% | 29.95K | +0.68% | 7.5M | 151.83 | 2.84% |
| 4 | VTI | Vanguard Total ... | 293.93 | -0.86% | 24.87K | +2.06% | 7.21M | 234.43 | 2.73% |
| 5 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 32.38K | -3.68% | 7.1M | 156.62 | 2.69% |
| 6 | VDE | Vanguard Energy... | 124.66 | +0.97% | 47.63K | +9.25% | 5.78M | 116.49 | 2.19% |
| 7 | VYM | Vanguard High D... | 130.07 | -0.9% | 43.35K | -4.02% | 5.53M | 92.17 | 2.10% |
| 8 | VTV | Vanguard Value ... | 172.71 | -0.87% | 31.77K | +1.36% | 5.38M | 141.49 | 2.04% |
| 9 | VOE | Vanguard Mid-Ca... | 161.54 | -0.79% | 32.9K | +3.65% | 5.32M | 141.59 | 2.02% |
| 10 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 39.28K | -1.1% | 5.28M | 58.03 | 2.00% |
| 11 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 9.04K | +2.82% | 4.62M | 374.25 | 1.75% |
| 12 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 9.59K | -0.8% | 4.04M | 329.67 | 1.53% |
| 13 | ANGL | VanEck Fallen A... | 28.84 | -0.05% | 119.92K | +4.14% | 3.44M | 31.42 | 1.30% |
| 14 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 17.94K | -11.24% | 3.4M | 102.82 | 1.29% |
| 15 | QYLD | Global X NASDAQ... | 16.63 | -0.18% | 160.34K | -6.49% | 2.92M | 21.13 | 1.11% |
| 16 | RDVY | First Trust Ris... | 60.66 | -0.85% | 48.91K | +7.38% | 2.89M | 50 | 1.10% |
| 17 | VIG | Vanguard Divide... | 199.44 | -0.85% | 13.86K | +3.24% | 2.71M | 151.97 | 1.03% |
| 18 | KMI | Kinder Morgan, ... | 27.46 | -0.7% | 96.83K | -1.35% | 2.65M | 16.04 | 1.01% |
| 19 | AGG | iShares Core U.... | 98.08 | +0.33% | 27.08K | -0.5% | 2.62M | 98.29 | 0.99% |
| 20 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 4.83K | +1.47% | 2.6M | 416.96 | 0.99% |
| 21 | DE | Deere & Company | 522.91 | -0.29% | 6K | -14.38% | 2.54M | 342.67 | 0.96% |
| 22 | ITA | iShares U.S. Ae... | 179.94 | +0.43% | 17.36K | +2.92% | 2.52M | 121.09 | 0.96% |
| 23 | BX | Blackstone Inc. | 135.67 | -1.87% | 13.82K | -0.07% | 2.38M | 77.96 | 0.90% |
| 24 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 10.23K | -0.32% | 2.37M | 87.16 | 0.90% |
| 25 | IGEB | iShares Investm... | 44.84 | +0.21% | 53.41K | +7.81% | 2.37M | 46.32 | 0.90% |
| 26 | FV | First Trust Dor... | 57.13 | -1.05% | 36.65K | +0.31% | 2.16M | 41.88 | 0.82% |
| 27 | UTF | Cohen & Steers ... | 25.87 | -0.54% | 89.69K | -3.18% | 2.16M | 27.55 | 0.82% |
| 28 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 14.09K | +4.08% | 2.14M | 155.28 | 0.81% |
| 29 | VHT | Vanguard Health... | 245.73 | -1.56% | 8.29K | +2.86% | 2.1M | 254.73 | 0.80% |
| 30 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 8.49K | -3.88% | 2.04M | 138.24 | 0.77% |
| 31 | FVD | First Trust Val... | 44.25 | -0.87% | 46.42K | -5.71% | 2.03M | 35.55 | 0.77% |
| 32 | VDC | Vanguard Consum... | 217.62 | -0.78% | 9.32K | +3.33% | 1.97M | 192.23 | 0.75% |
| 33 | VBK | Vanguard Small ... | 268.41 | -0.83% | 6.87K | +8.60% | 1.92M | 269.43 | 0.73% |
| 34 | XMMO | Invesco S&P Mid... | 124.42 | -0.58% | 15.1K | +12.70% | 1.87M | 93.57 | 0.71% |
| 35 | XLF | Financial Selec... | 50.20 | -0.64% | 36.65K | +8.20% | 1.77M | 40.39 | 0.67% |
| 36 | PG | The Procter & G... | 158.46 | -1.5% | 10.31K | -0.59% | 1.73M | 158.65 | 0.66% |
| 37 | FTSL | First Trust Sen... | 45.98 | +0.09% | 36.5K | -22.92% | 1.69M | 47.77 | 0.64% |
| 38 | CSB | VictoryShares U... | 54.40 | -0.84% | 28.02K | +6.14% | 1.66M | 56.9 | 0.63% |
| 39 | VPU | Vanguard Utilit... | 173.95 | -0.72% | 10.06K | +1.60% | 1.64M | 151.41 | 0.62% |
| 40 | FAUG | FT Cboe Vest U.... | 47.77 | -0.45% | 34.9K | -4.6% | 1.62M | 45.75 | 0.62% |
| 41 | XLU | Utilities Selec... | 80.34 | -0.83% | 21.3K | +3.48% | 1.61M | 69.75 | 0.61% |
| 42 | LGOV | First Trust Lon... | 21.23 | +0.86% | 77.23K | +7.01% | 1.61M | 22.3 | 0.61% |
| 43 | VUG | Vanguard Growth... | 420.16 | -0.82% | 3.91K | +10.46% | 1.6M | 325.8 | 0.61% |
| 44 | KCE | SPDR S&P Capita... | 135.65 | -1.03% | 11.03K | +3.32% | 1.52M | 96.71 | 0.58% |
| 45 | IVV | iShares Core S&... | 598.51 | -0.87% | 2.58K | -3.41% | 1.52M | 440.59 | 0.58% |
| 46 | EDV | Vanguard Extend... | 65.46 | +1.82% | 22.18K | -5.79% | 1.5M | 82.58 | 0.57% |
| 47 | PLTR | Palantir Techno... | 138.17 | -2.29% | 19.54K | +6.26% | 1.48M | 26.82 | 0.56% |
| 48 | CGDV | Capital Group D... | 38.27 | -0.84% | 41.42K | +126.41% | 1.46M | 33.16 | 0.55% |
| 49 | GLD | SPDR Gold Share... | 311.95 | +0.05% | 5.94K | +49.38% | 1.44M | 195.27 | 0.55% |
| 50 | PFF | iShares Preferr... | 30.18 | -0.13% | 43.59K | -4.98% | 1.37M | 38.23 | 0.52% |
| 51 | VEA | Vanguard Develo... | 55.73 | -1.28% | 28.54K | -1.51% | 1.36M | 46.79 | 0.52% |
| 52 | FMAY | FT Cboe Vest U.... | 48.91 | -0.48% | 27.69K | 0.00% | 1.31M | 44.72 | 0.50% |
| 53 | XSMO | Invesco S&P Sma... | 65.79 | -0.83% | 19.79K | +20.51% | 1.31M | 61.29 | 0.50% |
| 54 | IMCG | iShares Morning... | 77.23 | -0.9% | 17.28K | +2.47% | 1.31M | 68.43 | 0.49% |
| 55 | PECO | Phillips Edison... | 35.05 | -0.28% | 33.05K | -2.59% | 1.24M | 33.18 | 0.47% |
| 56 | PRU | Prudential Fina... | 103.37 | -1.5% | 9.94K | -32.11% | 1.18M | 83.01 | 0.45% |
| 57 | PID | Invesco Interna... | 20.64 | -0.84% | 62.42K | +1.63% | 1.14M | 17.34 | 0.43% |
| 58 | RTX | RTX Corporation | 148.49 | +1.39% | 9.19K | -1.43% | 1.06M | 82.25 | 0.40% |
| 59 | VMBS | Vanguard Mortga... | 45.77 | +0.32% | 22.97K | +19.44% | 1.04M | 46.91 | 0.39% |
| 60 | PFFD | Global X U.S. P... | 18.56 | +0.03% | 52.74K | +8.66% | 1.03M | 23.94 | 0.39% |
| 61 | ARCC | Ares Capital Co... | 21.31 | -0.05% | 46.68K | +1.96% | 1.02M | 20.3 | 0.39% |
| 62 | INTC | Intel Corporati... | 20.79 | +0.24% | 50.45K | +109.85% | 1.01M | 23.63 | 0.38% |
| 63 | XIDE | First Trust Exc... | 30.07 | -0.2% | 33.39K | +18.98% | 1.01M | 30.21 | 0.38% |
| 64 | FJUL | FT Cboe Vest U.... | 50.10 | -0.63% | 20.4K | -4.67% | 998.94K | 48.11 | 0.38% |
| 65 | CGGR | Capital Group G... | 38.84 | -0.96% | 26.8K | +148.89% | 996.33K | 35.63 | 0.38% |
| 66 | FTHI | First Trust Buy... | 22.44 | -0.44% | 42.68K | +58.07% | 993.14K | 22.15 | 0.38% |
| 67 | IBM | International B... | 283.06 | +0.44% | 4.39K | -0.43% | 964.1K | 175.1 | 0.37% |
| 68 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 6.66K | +23.53% | 962.81K | 156.79 | 0.37% |
| 69 | JAAA | Janus Henderson... | 50.66 | +0.01% | 18.69K | +22.65% | 947.91K | 50.85 | 0.36% |
| 70 | XISE | FT Cboe Vest U.... | 30.18 | -0.3% | 31K | +14.56% | 938.84K | 30.66 | 0.36% |
| 71 | FPE | First Trust Pre... | 17.71 | +0.08% | 52.87K | -4.97% | 935.83K | 20.19 | 0.35% |
| 72 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 5.21K | -3.55% | 926.5K | 135.69 | 0.35% |
| 73 | CVX | Chevron Corpora... | 148.85 | +1.93% | 6.38K | -9.06% | 924.65K | 133.71 | 0.35% |
| 74 | PGF | Invesco Financi... | 14.00 | +0.07% | 58.09K | -10.72% | 845.17K | 18.75 | 0.32% |
| 75 | LLY | Eli Lilly and C... | 791.46 | -2% | 1.06K | +4.44% | 817K | 504.4 | 0.31% |
| 76 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 4.26K | +0.78% | 810.54K | 117.29 | 0.31% |
| 77 | STWD | Starwood Proper... | 19.85 | -1.07% | 41.99K | +0.47% | 795.7K | 19.35 | 0.30% |
| 78 | QTEC | First Trust NAS... | 204.26 | -0.58% | 4.13K | -1.88% | 778.23K | 131.07 | 0.30% |
| 79 | IYK | iShares US Cons... | 69.89 | -0.87% | 11.85K | +3.51% | 777.01K | 66.83 | 0.29% |
| 80 | IWM | iShares Russell... | 208.41 | -1.12% | 3.45K | -1.2% | 762.97K | 201.67 | 0.29% |
| 81 | BUG | Global X Cybers... | 36.21 | -0.14% | 23.5K | -0.63% | 754.06K | 29.92 | 0.29% |
| 82 | AMP | Ameriprise Fina... | 506.40 | -1.27% | 1.42K | -16.17% | 753.61K | 230.13 | 0.29% |
| 83 | BAC | Bank of America... | 44.23 | -0.41% | 17.06K | -6.02% | 749.82K | 31.13 | 0.28% |
| 84 | SCHG | Schwab U.S. Lar... | 27.99 | -0.86% | 26.81K | +330.76% | 747.09K | 24.75 | 0.28% |
| 85 | FDL | First Trust Mor... | 41.99 | -0.91% | 18.39K | -1% | 740.44K | 36.38 | 0.28% |
| 86 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 1.59K | +0.38% | 722.08K | 320.78 | 0.27% |
| 87 | CRM | Salesforce, Inc... | 262.53 | -0.51% | 2.12K | -7.05% | 709.71K | 235.21 | 0.27% |
| 88 | IBIT | iShares Bitcoin... | 59.52 | -3.69% | 13.21K | -0.46% | 700.74K | 39.26 | 0.27% |
| 89 | RSP | Invesco S&P 500... | 177.26 | -1.01% | 3.95K | +5.05% | 692.91K | 163.99 | 0.26% |
| 90 | DAPR | FT Cboe Vest U.... | 37.24 | -0.17% | 16.55K | 0.00% | 683.56K | 35.36 | 0.26% |
| 91 | PAVE | Global X U.S. I... | 42.01 | -0.91% | 16.91K | -2.03% | 683.19K | 27.31 | 0.26% |
| 92 | JEPI | JPMorgan Equity... | 55.86 | -0.72% | 11.8K | -13.18% | 679K | 62.54 | 0.26% |
| 93 | HNDL | Strategy Shares... | 21.16 | -0.12% | 31.73K | -28.6% | 676.8K | 24.85 | 0.26% |
| 94 | VOT | Vanguard Mid-Ca... | 270.97 | -0.87% | 2.65K | -1.41% | 672.44K | 211.03 | 0.26% |
| 95 | HON | Honeywell Inter... | 221.84 | -1% | 2.95K | -4.03% | 666.61K | 211.05 | 0.25% |
| 96 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 6.2K | -3.05% | 666.52K | 72.26 | 0.25% |
| 97 | JPEM | JPMorgan Divers... | 55.72 | -1.23% | 12.7K | +5.08% | 658.69K | 50.87 | 0.25% |
| 98 | ICF | iShares Cohen &... | 61.26 | -0.22% | 10.93K | +0.05% | 658.61K | 61.14 | 0.25% |
| 99 | VB | Vanguard Small ... | 230.11 | -0.97% | 2.67K | +5.13% | 640.5K | 200.38 | 0.24% |
| 100 | COST | Costco Wholesal... | 977.59 | -0.69% | 695 | +1.76% | 637.2K | 722.76 | 0.24% |
| 101 | PGX | Invesco Preferr... | 11.02 | +0.14% | 55.04K | -5.5% | 634.59K | 15.18 | 0.24% |
| 102 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 10.63K | -10.84% | 629.57K | 45.66 | 0.24% |
| 103 | NOC | Northrop Grumma... | 503.51 | +1.20% | 1.34K | -0.59% | 627.22K | 447.61 | 0.24% |
| 104 | NEE | NextEra Energy,... | 71.88 | -2.58% | 8.62K | +1.71% | 617.62K | 73.1 | 0.23% |
| 105 | SCHF | Schwab Internat... | 21.61 | -1.35% | 32.77K | +100.00% | 606.25K | 18.02 | 0.23% |
| 106 | ADM | Archer-Daniels-... | 54.15 | -0.03% | 11.9K | -1.15% | 601.21K | 56.91 | 0.23% |
| 107 | MUB | iShares Nationa... | 104.08 | +0.11% | 5.56K | -0.13% | 592.7K | 108.63 | 0.22% |
| 108 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 3.85K | +3.78% | 591.12K | 149.7 | 0.22% |
| 109 | CEG | Constellation E... | 305.70 | -0.75% | 2.64K | +50.86% | 590.66K | 213.33 | 0.22% |
| 110 | XHB | SPDR S&P Homebu... | 93.12 | -2.31% | 5.36K | +81.16% | 559.85K | 115.57 | 0.21% |
| 111 | MRK | Merck & Co., In... | 78.33 | -3.25% | 5.61K | -2.86% | 558.08K | 95.32 | 0.21% |
| 112 | WPC | W. P. Carey Inc... | 62.91 | +0.19% | 10.19K | +1.39% | 555.17K | 53.06 | 0.21% |
| 113 | SOUN | SoundHound AI, ... | 9.33 | -4.04% | 27.91K | -9.54% | 553.73K | 4.66 | 0.21% |
| 114 | VO | Vanguard Mid Ca... | 271.50 | -0.82% | 2.07K | +0.15% | 545.68K | 211.68 | 0.21% |
| 115 | LMT | Lockheed Martin... | 478.69 | +2.49% | 1.12K | -6.51% | 544.88K | 394.71 | 0.21% |
| 116 | COP | ConocoPhillips | 95.58 | +0.61% | 5.36K | +45.24% | 531.37K | 116.92 | 0.20% |
| 117 | WMT | Walmart Inc. | 94.21 | -0.08% | 5.86K | -4.53% | 528.97K | 62.88 | 0.20% |
| 118 | SPGI | S&P Global Inc. | 501.07 | -0.78% | 1.05K | +0.10% | 522.93K | 427.67 | 0.20% |
| 119 | FFEB | FT Cboe Vest U.... | 51.12 | -0.49% | 10.26K | -0.12% | 510.59K | 45.15 | 0.19% |
| 120 | VGT | Vanguard Inform... | 629.24 | -0.73% | 819 | +24.28% | 509.25K | 491.64 | 0.19% |
| 121 | FTGC | First Trust Glo... | 25.89 | +1.08% | 21.25K | +0.14% | 508.43K | 25.78 | 0.19% |
| 122 | TSLA | Tesla, Inc. | 316.28 | -3.9% | 1.26K | +14.47% | 508.03K | 279.6 | 0.19% |
| 123 | ILCG | iShares Morning... | 92.79 | -0.77% | 5.61K | -1.16% | 502.18K | 59.45 | 0.19% |
| 124 | FSEP | FT Cboe Vest U.... | 46.77 | -0.57% | 10.68K | 0.00% | 487.8K | 44.94 | 0.18% |
| 125 | AXP | American Expres... | 292.69 | -0.52% | 1.64K | -4.05% | 485.3K | 197.05 | 0.18% |
| 126 | OKE | ONEOK, Inc. | 81.38 | -0.94% | 4.8K | +0.63% | 481.5K | 74.4 | 0.18% |
| 127 | KVUE | Kenvue Inc. | 21.45 | -0.95% | 21.77K | -1.02% | 464.75K | 19.92 | 0.18% |
| 128 | ETN | Eaton Corporati... | 330.42 | -2.25% | 1.4K | +0.07% | 463.23K | 268.35 | 0.18% |
| 129 | EMR | Emerson Electri... | 127.47 | -0.94% | 3.71K | -6.07% | 460.34K | 88.89 | 0.17% |
| 130 | VIOO | Vanguard S&P Sm... | 98.06 | -1.15% | 4.3K | +0.07% | 456.37K | 88.09 | 0.17% |
| 131 | TROW | T. Rowe Price G... | 91.54 | -1.79% | 4.01K | -14.44% | 453.06K | 153.02 | 0.17% |
| 132 | SPYG | SPDR Portfolio ... | 91.36 | -0.84% | 5.02K | +0.02% | 441.6K | 73.27 | 0.17% |
| 133 | DVLU | First Trust Dor... | 28.64 | -0.99% | 15.11K | -1.02% | 440.32K | 23.9 | 0.17% |
| 134 | ARM | Arm Holdings pl... | 144.77 | +1.92% | 3.56K | +0.08% | 439.04K | 130.26 | 0.17% |
| 135 | V | Visa Inc. | 357.69 | +0.62% | 1.39K | +0.36% | 438.31K | 262.93 | 0.17% |
| 136 | DIS | The Walt Disney... | 118.14 | -1.12% | 3.93K | -5.98% | 437.62K | 151.12 | 0.17% |
| 137 | DVN | Devon Energy Co... | 34.70 | +0.25% | 12.94K | -5.52% | 423.64K | 53.42 | 0.16% |
| 138 | PM | Philip Morris I... | 183.44 | +0.08% | 3.51K | +0.86% | 422.27K | 98.13 | 0.16% |
| 139 | META | Meta Platforms,... | 697.17 | -0.7% | 720 | +3.15% | 421.8K | 497.11 | 0.16% |
| 140 | GD | General Dynamic... | 281.11 | +0.65% | 1.59K | +0.06% | 418.69K | 230.43 | 0.16% |
| 141 | SDVY | First Trust SMI... | 34.27 | -1.08% | 11.4K | +34.74% | 408.83K | 33.8 | 0.15% |
| 142 | SRLN | SPDR Blackstone... | 41.20 | -0.1% | 9.79K | +4.21% | 408.33K | 42.03 | 0.15% |
| 143 | QTWO | Q2 Holdings, In... | 85.88 | -2.25% | 4.03K | 0.00% | 405.12K | 50.58 | 0.15% |
| 144 | BSX | Boston Scientif... | 101.71 | +0.22% | 4.51K | -0.27% | 402.92K | 70.97 | 0.15% |
| 145 | TSM | Taiwan Semicond... | 213.93 | -0.81% | 2.04K | +2.46% | 402.35K | 144.41 | 0.15% |
| 146 | GS | The Goldman Sac... | 624.29 | -0.57% | 689 | +7.15% | 394.6K | 470.93 | 0.15% |
| 147 | ISPY | ProShares Trust... | 40.84 | -0.91% | 8.56K | +100.00% | 379.04K | 44.29 | 0.14% |
| 148 | XMLV | Invesco S&P Mid... | 61.13 | -0.55% | 6.19K | +0.44% | 376.49K | 51.33 | 0.14% |
| 149 | FPEI | First Trust Ins... | 18.91 | +0.05% | 19.99K | -4.54% | 373.74K | 18.66 | 0.14% |
| 150 | FUTY | Fidelity MSCI U... | 51.88 | -0.71% | 7.65K | -1.73% | 373.11K | 44.85 | 0.14% |