Accelerate Investment Advisors LLC Top Holdings and 13F Report (2025) About Accelerate Investment Advisors LLCInvestment ActivityAccelerate 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 Holdings SPDR Portfolio S&P 500 ETF $18,845,225iShares Core MSCI International Developed Markets ETF $11,714,359iShares Core U.S. Aggregate Bond ETF $11,441,154Fidelity Total Bond ETF $6,481,150Vanguard Mid-Cap ETF $5,348,897 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $567,643 Holding437076102 - Home Depot $338,938 Holding464287614 - iShares Russell 1000 Growth ETF $312,210 Holding911363109 - United Rentals $304,380 Holding316092840 - 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)iShares Core MSCI International Developed Markets ETF 8,073 shares (about $613.87K)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 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$18,845,225$907,316 ▲5.1%259,25514.0%ETFIDEViShares Core MSCI International Developed Markets ETF$11,714,359$613,872 ▲5.5%154,0558.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$11,441,154$686,664 ▲6.4%115,3348.5%FinanceFBNDFidelity Total Bond ETF$6,481,150$372,772 ▲6.1%141,6644.8%ETFVOVanguard Mid-Cap ETF$5,348,897$226,100 ▲4.4%19,1154.0%ETFIVViShares Core S&P 500 ETF$4,637,024$586,769 ▼-11.2%7,4683.4%ETFVWOVanguard FTSE Emerging Markets ETF$3,766,813$159,409 ▲4.4%76,1592.8%ETFAMZNAmazon.com$3,393,131$516,012 ▲17.9%15,4662.5%Retail/WholesaleAAPLApple$2,955,348$194,712 ▼-6.2%14,4042.2%Computer and TechnologyMSFTMicrosoft$2,766,008$75,604 ▲2.8%5,5612.1%Computer and TechnologyNVDANVIDIA$2,643,461$3,160 ▼-0.1%16,7322.0%Computer and TechnologySCHASchwab US Small-Cap ETF$2,326,100$145,044 ▲6.7%91,9411.7%ETFVOOVanguard S&P 500 ETF$2,139,505$72,131 ▼-3.3%3,7671.6%ETFIVWiShares S&P 500 Growth ETF$2,023,272$143,898 ▲7.7%18,3771.5%ETFQUALiShares MSCI USA Quality Factor ETF$1,980,059$221,753 ▲12.6%10,8311.5%ETFTPLTexas Pacific Land$1,930,6850.0%1,8281.4%EnergyEFViShares MSCI EAFE Value ETF$1,840,574$690,398 ▲60.0%28,9951.4%ETFSCHPSchwab U.S. TIPS ETF$1,819,653$70,675 ▲4.0%68,2031.4%ETFIVEiShares S&P 500 Value ETF$1,800,303$183,704 ▲11.4%9,2121.3%ETFBNDVanguard Total Bond Market ETF$1,752,550$24,372 ▲1.4%23,8021.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,705,562$254,380 ▲17.5%31,3181.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,377,528$131,122 ▲10.5%10,2011.0%ETFOEFiShares S&P 100 ETF$1,250,124$154,592 ▲14.1%4,1080.9%ETFMETAMeta Platforms$1,232,567$36,903 ▲3.1%1,6700.9%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,163,345$496,398 ▲74.4%19,3790.9%ETFVTIVanguard Total Stock Market ETF$1,125,453$912 ▼-0.1%3,7030.8%ETFREETiShares Global REIT ETF$993,043$36,877 ▲3.9%40,2040.7%ETFXOMExxon Mobil$958,761$60,798 ▲6.8%8,8940.7%EnergyKAYNE ANDERSON BDC INC$957,458$319,163 ▲50.0%62,7430.7%COM SHSTSLATesla$899,565$33,988 ▲3.9%2,8320.7%Auto/Tires/TrucksVTVVanguard Value ETF$879,496$46,838 ▲5.6%4,9760.7%ETFJPMJPMorgan Chase & Co.$781,789$37,684 ▲5.1%2,6970.6%FinanceAVGOBroadcom$763,626$78,017 ▼-9.3%2,7700.6%Computer and TechnologyGLDSPDR Gold Shares$757,326$41,464 ▼-5.2%2,4840.6%FinanceIYWiShares U.S. Technology ETF$735,773$54,065 ▲7.9%4,2460.5%ManufacturingBSVVanguard Short-Term Bond ETF$717,667$12,907 ▼-1.8%9,1190.5%ETFSPYSPDR S&P 500 ETF Trust$679,187$15,450 ▲2.3%1,0990.5%FinanceIWBiShares Russell 1000 ETF$670,035$67,581 ▲11.2%1,9730.5%ETFEFGiShares MSCI EAFE Growth ETF$666,583$42,893 ▼-6.0%5,9520.5%ETFCOSTCostco Wholesale$633,100$38,580 ▼-5.7%6400.5%Retail/WholesaleLINDE PLC$597,891$52,562 ▼-8.1%1,2740.4%SHSGOOGLAlphabet$591,213$37,711 ▲6.8%3,3550.4%Computer and TechnologyBTHMBlackRock Future U.S. Themes ETF$567,643$567,643 ▲New Holding15,9540.4%ETFGOOGAlphabet$564,180$29,983 ▲5.6%3,1800.4%Computer and TechnologyBRK.BBerkshire Hathaway$547,706$213,644 ▼-28.1%1,1280.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$539,608$2,288 ▲0.4%5,4240.4%ETFPTYPimco Corporate & Income Opportunity Fund$535,437$174,654 ▲48.4%38,4930.4%FinanceQQQInvesco QQQ$531,149$127,410 ▲31.6%9630.4%FinanceINTUIntuit$528,446$23,626 ▲4.7%6710.4%Computer and TechnologyMCKMcKesson$471,100$7,327 ▼-1.5%6430.4%MedicalSCHRSchwab Intermediate-Term U.S. Treasury ETF$467,779$159,013 ▲51.5%18,6890.3%ETFAVDEAvantis International Equity ETF$445,021$13,692 ▼-3.0%6,0130.3%ETFSPGIS&P Global$425,595$37,444 ▼-8.1%8070.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$411,188$5,768 ▼-1.4%1,7110.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$392,238$24,312 ▼-5.8%7,7440.3%ETFAMGNAmgen$388,326$29,313 ▼-7.0%1,3910.3%MedicalMOATVanEck Morningstar Wide Moat ETF$379,883$20,917 ▼-5.2%4,0500.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$374,883$2,804 ▼-0.7%12,8340.3%ETFFTECFidelity MSCI Information Technology Index ETF$369,619$92,503 ▲33.4%1,8740.3%ETFVGTVanguard Information Technology ETF$361,4880.0%5450.3%ETFWFCWells Fargo & Company$351,997$36,538 ▼-9.4%4,3930.3%FinanceVVisa$347,109$13,132 ▲3.9%9780.3%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$339,821$2,241 ▲0.7%12,2810.3%ETFCVXChevron$339,075$66,584 ▼-16.4%2,3680.3%EnergyHDHome Depot$338,938$338,938 ▲New Holding9240.3%Retail/WholesaleABBVAbbVie$330,710$116,547 ▲54.4%1,7820.2%MedicalWMTWalmart$322,358$24,737 ▼-7.1%3,2970.2%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$319,912$44,065 ▲16.0%7260.2%FinanceIWFiShares Russell 1000 Growth ETF$312,210$312,210 ▲New Holding7350.2%ETFURIUnited Rentals$304,380$304,380 ▲New Holding4040.2%ConstructionFVDFirst Trust Value Line Dividend Index Fund$304,273$13,008 ▲4.5%6,8070.2%ETFFDVVFidelity High Dividend ETF$302,237$302,237 ▲New Holding5,8100.2%ETFAMTAmerican Tower$292,137$23,866 ▼-7.6%1,3220.2%FinanceIBMInternational Business Machines$289,941$289,941 ▲New Holding9840.2%Computer and TechnologyIEViShares Europe ETF$288,800$20,240 ▼-6.5%4,5660.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$288,116$3,418 ▲1.2%2,8660.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$286,138$23,612 ▼-7.6%12,3120.2%ETFCSCOCisco Systems$285,962$22,824 ▲8.7%4,1220.2%Computer and TechnologyMAMastercard$283,908$17,428 ▲6.5%5050.2%Business ServicesIVLUiShares MSCI Intl Value Factor ETF$281,769$281,769 ▲New Holding8,5670.2%ETFPMPhilip Morris International$278,294$21,127 ▲8.2%1,5280.2%Consumer StaplesIWRiShares Russell Mid-Cap ETF$276,186$276,186 ▲New Holding3,0030.2%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$274,779$815 ▼-0.3%3,3700.2%ETFIWMiShares Russell 2000 ETF$273,952$273,952 ▲New Holding1,2700.2%FinanceDVYiShares Select Dividend ETF$273,162$273,162 ▲New Holding2,0570.2%ETFJNJJohnson & Johnson$272,596$33,903 ▼-11.1%1,7850.2%MedicalRTXRTX$271,177$271,177 ▲New Holding1,8570.2%AerospacePGProcter & Gamble$259,533$23,579 ▲10.0%1,6290.2%Consumer StaplesADPAutomatic Data Processing$257,957$37,953 ▲17.3%8360.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$257,598$257,598 ▲New Holding5,3400.2%FinanceORLYO'Reilly Automotive$254,955$238,553 ▲1,454.4%2,8290.2%Retail/WholesaleDDECFT Vest U.S. Equity Deep Buffer ETF - December$252,5610.0%6,0480.2%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$249,385$3,043 ▼-1.2%13,0300.2%ETFVUGVanguard Growth ETF$249,174$1,755 ▼-0.7%5680.2%ETFXLKTechnology Select Sector SPDR Fund$246,197$18,997 ▼-7.2%9720.2%ETFBLACKROCK ETF TRUST$244,215$244,215 ▲New Holding8,4650.2%ISHARES A I INNOYEARAB Ultra Short Income ETF$243,562$11,043 ▼-4.3%4,8080.2%ETFGEGE Aerospace$241,085$241,085 ▲New Holding9370.2%AerospaceVZVerizon Communications$230,843$230,843 ▲New Holding5,3350.2%Computer and TechnologyBLACKROCK INC$230,577$39,827 ▼-14.7%2200.2%COMShowing 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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