Accelerate Investment Advisors LLC
CIK Number: 0002035216
Main Sectors:
Top Industries:
Filing Date: Apr 21, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 77.64 | -0.46% | 246.77K | +0.42% | 16.23M | 67.54 | 13.59% | Share |
| 2 | AGG | iShares Core U.... | 100.01 | -0.13% | 108.41K | -4.66% | 10.72M | 100.96 | 8.98% | Share |
| 3 | IDEV | iShares Core MS... | 78.95 | -0.7% | 145.98K | +1.65% | 10.06M | 70.45 | 8.42% | Share |
| 4 | FBND | Fidelity Total ... | 46.29 | -0.17% | 133.52K | +3.19% | 6.1M | 46.58 | 5.10% | Share |
| 5 | VO | Vanguard Mid Ca... | 289.29 | -0.66% | 18.31K | +1.45% | 4.73M | 263.77 | 3.96% | Share |
| 6 | IVV | iShares Core S&... | 661.15 | -0.47% | 8.41K | +3.66% | 4.73M | 577.47 | 3.96% | Share |
| 7 | AAPL | Apple Inc. | 256.87 | +1.81% | 15.35K | +6.63% | 3.41M | 234.99 | 2.86% | Share |
| 8 | VWO | Vanguard Emergi... | 53.67 | -0.55% | 72.94K | +1.42% | 3.3M | 47.59 | 2.76% | Share |
| 9 | AMZN | Amazon.com, Inc... | 218.15 | -0.94% | 13.11K | -2.03% | 2.5M | 187.26 | 2.09% | Share |
| 10 | TPL | Texas Pacific L... | 925.99 | -0.96% | 1.83K | 0.00% | 2.42M | 885.1 | 2.03% | Share |
| 11 | MSFT | Microsoft Corpo... | 506.91 | -0.64% | 5.41K | +13.59% | 2.03M | 423.63 | 1.70% | Share |
| 12 | SCHA | Schwab U.S. Sma... | 27.59 | -0.93% | 86.21K | +1.59% | 2.02M | 25.72 | 1.69% | Share |
| 13 | VOO | Vanguard S&P 50... | 606.64 | -0.47% | 3.89K | +3.34% | 2M | 527.99 | 1.68% | Share |
| 14 | NVDA | NVIDIA Corporat... | 177.69 | +0.40% | 16.75K | +7.95% | 1.82M | 121.24 | 1.52% | Share |
| 15 | SCHP | Schwab U.S. TIP... | 26.91 | -0.2% | 65.55K | +6.34% | 1.76M | 26.77 | 1.48% | Share |
| 16 | BND | Vanguard Total ... | 74.21 | -0.11% | 23.47K | -1.11% | 1.72M | 75.11 | 1.44% | Share |
| 17 | QUAL | iShares MSCI US... | 191.33 | -0.45% | 9.62K | +30.68% | 1.64M | 177.17 | 1.38% | Share |
| 18 | IVW | iShares S&P 500... | 119.19 | -0.59% | 17.07K | +1.63% | 1.58M | 97.1 | 1.33% | Share |
| 19 | IVE | iShares S&P 500... | 203.95 | -0.36% | 8.27K | +30.76% | 1.58M | 194.46 | 1.32% | Share |
| 20 | DYNF | iShares U.S. Eq... | 58.66 | -0.3% | 26.65K | +19.17% | 1.3M | 49.6 | 1.09% | Share |
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