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Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025)

About Accelerate Investment Advisors LLC

Investment Activity

  • Accelerate Investment Advisors LLC has $134.43 million in total holdings as of June 30, 2025.
  • Accelerate Investment Advisors LLC owns shares of 115 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 9.91% of the portfolio was purchased this quarter.
  • About 4.86% of the portfolio was sold this quarter.
  • This quarter, Accelerate Investment Advisors LLC has purchased 115 new stocks and bought additional shares in 52 stocks.
  • Accelerate Investment Advisors LLC sold shares of 40 stocks and completely divested from 19 stocks this quarter.

Largest New Holdings this Quarter

09290C806 - BlackRock Future U.S. Themes ETF
$567,643 Holding
437076102 - Home Depot
$338,938 Holding
464287614 - iShares Russell 1000 Growth ETF
$312,210 Holding
911363109 - United Rentals
$304,380 Holding
316092840 - Fidelity High Dividend ETF
$302,237 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
12,482 shares (about $907.32K)
iShares MSCI EAFE Value ETF
10,876 shares (about $690.40K)
iShares Core U.S. Aggregate Bond ETF
6,922 shares (about $686.66K)
BlackRock Future U.S. Themes ETF
15,954 shares (about $567.64K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
945 shares (about $586.77K)
Berkshire Hathaway
440 shares (about $213.64K)
Apple
949 shares (about $194.71K)
Broadcom
283 shares (about $78.02K)
Vanguard S&P 500 ETF
127 shares (about $72.13K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAccelerate Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$18,845,225$907,316 5.1%259,25514.0%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$11,714,359$613,872 5.5%154,0558.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$11,441,154$686,664 6.4%115,3348.5%Finance
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$6,481,150$372,772 6.1%141,6644.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,348,897$226,100 4.4%19,1154.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,637,024$586,769 -11.2%7,4683.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,766,813$159,409 4.4%76,1592.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,393,131$516,012 17.9%15,4662.5%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$2,955,348$194,712 -6.2%14,4042.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,766,008$75,604 2.8%5,5612.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,643,461$3,160 -0.1%16,7322.0%Computer and Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,326,100$145,044 6.7%91,9411.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,139,505$72,131 -3.3%3,7671.6%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$2,023,272$143,898 7.7%18,3771.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,980,059$221,753 12.6%10,8311.5%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$1,930,6850.0%1,8281.4%Energy
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$1,840,574$690,398 60.0%28,9951.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,819,653$70,675 4.0%68,2031.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,800,303$183,704 11.4%9,2121.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,752,550$24,372 1.4%23,8021.3%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$1,705,562$254,380 17.5%31,3181.3%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,377,528$131,122 10.5%10,2011.0%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$1,250,124$154,592 14.1%4,1080.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,232,567$36,903 3.1%1,6700.9%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,163,345$496,398 74.4%19,3790.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,125,453$912 -0.1%3,7030.8%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$993,043$36,877 3.9%40,2040.7%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$958,761$60,798 6.8%8,8940.7%Energy
KAYNE ANDERSON BDC INC
$957,458$319,163 50.0%62,7430.7%COM SHS
Tesla, Inc. stock logo
TSLA
Tesla
$899,565$33,988 3.9%2,8320.7%Auto/Tires/Trucks
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$879,496$46,838 5.6%4,9760.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$781,789$37,684 5.1%2,6970.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$763,626$78,017 -9.3%2,7700.6%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$757,326$41,464 -5.2%2,4840.6%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$735,773$54,065 7.9%4,2460.5%Manufacturing
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$717,667$12,907 -1.8%9,1190.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$679,187$15,450 2.3%1,0990.5%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$670,035$67,581 11.2%1,9730.5%ETF
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$666,583$42,893 -6.0%5,9520.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$633,100$38,580 -5.7%6400.5%Retail/Wholesale
LINDE PLC
$597,891$52,562 -8.1%1,2740.4%SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$591,213$37,711 6.8%3,3550.4%Computer and Technology
BTHM
BlackRock Future U.S. Themes ETF
$567,643$567,643 New Holding15,9540.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$564,180$29,983 5.6%3,1800.4%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$547,706$213,644 -28.1%1,1280.4%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$539,608$2,288 0.4%5,4240.4%ETF
Pimco Corporate & Income Opportunity Fund stock logo
PTY
Pimco Corporate & Income Opportunity Fund
$535,437$174,654 48.4%38,4930.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$531,149$127,410 31.6%9630.4%Finance
Intuit Inc. stock logo
INTU
Intuit
$528,446$23,626 4.7%6710.4%Computer and Technology
McKesson Corporation stock logo
MCK
McKesson
$471,100$7,327 -1.5%6430.4%Medical
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$467,779$159,013 51.5%18,6890.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$445,021$13,692 -3.0%6,0130.3%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$425,595$37,444 -8.1%8070.3%Finance
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$411,188$5,768 -1.4%1,7110.3%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$392,238$24,312 -5.8%7,7440.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$388,326$29,313 -7.0%1,3910.3%Medical
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$379,883$20,917 -5.2%4,0500.3%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$374,883$2,804 -0.7%12,8340.3%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$369,619$92,503 33.4%1,8740.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$361,4880.0%5450.3%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$351,997$36,538 -9.4%4,3930.3%Finance
Visa Inc. stock logo
V
Visa
$347,109$13,132 3.9%9780.3%Business Services
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$339,821$2,241 0.7%12,2810.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$339,075$66,584 -16.4%2,3680.3%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$338,938$338,938 New Holding9240.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$330,710$116,547 54.4%1,7820.2%Medical
Walmart Inc. stock logo
WMT
Walmart
$322,358$24,737 -7.1%3,2970.2%Retail/Wholesale
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$319,912$44,065 16.0%7260.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$312,210$312,210 New Holding7350.2%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$304,380$304,380 New Holding4040.2%Construction
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$304,273$13,008 4.5%6,8070.2%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$302,237$302,237 New Holding5,8100.2%ETF
American Tower Corporation stock logo
AMT
American Tower
$292,137$23,866 -7.6%1,3220.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$289,941$289,941 New Holding9840.2%Computer and Technology
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$288,800$20,240 -6.5%4,5660.2%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$288,116$3,418 1.2%2,8660.2%ETF
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$286,138$23,612 -7.6%12,3120.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$285,962$22,824 8.7%4,1220.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$283,908$17,428 6.5%5050.2%Business Services
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$281,769$281,769 New Holding8,5670.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$278,294$21,127 8.2%1,5280.2%Consumer Staples
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$276,186$276,186 New Holding3,0030.2%ETF
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF stock logo
GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
$274,779$815 -0.3%3,3700.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$273,952$273,952 New Holding1,2700.2%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$273,162$273,162 New Holding2,0570.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$272,596$33,903 -11.1%1,7850.2%Medical
RTX Corporation stock logo
RTX
RTX
$271,177$271,177 New Holding1,8570.2%Aerospace
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$259,533$23,579 10.0%1,6290.2%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$257,957$37,953 17.3%8360.2%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$257,598$257,598 New Holding5,3400.2%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$254,955$238,553 1,454.4%2,8290.2%Retail/Wholesale
DDEC
FT Vest U.S. Equity Deep Buffer ETF - December
$252,5610.0%6,0480.2%ETF
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$249,385$3,043 -1.2%13,0300.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$249,174$1,755 -0.7%5680.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$246,197$18,997 -7.2%9720.2%ETF
BLACKROCK ETF TRUST
$244,215$244,215 New Holding8,4650.2%ISHARES A I INNO
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$243,562$11,043 -4.3%4,8080.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$241,085$241,085 New Holding9370.2%Aerospace
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$230,843$230,843 New Holding5,3350.2%Computer and Technology
BLACKROCK INC
$230,577$39,827 -14.7%2200.2%COM

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