Accel Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$269M
Signature - Title
Stacie Brass - Chief Compliance Officer
Location
Waverly, IA
Summary
This page shows a list of all the recent 13F filings made by Accel Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Accel Wealth Management reported 256 stock holdings with total value $269M as of Q3 2024. Top holdings included VNLA, DGRO, AAPL, VTI, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 256 $269M +$24.6M -$17.2M +$7.45M VNLA, DGRO, AAPL, VTI, AMZN 13F-HR 10/15/2024, 09:52 AM
Q2 2024 244 $250M +$23.7M -$7.52M +$16.2M VNLA, DGRO, AMZN, VTI, AAPL 13F-HR 7/12/2024, 10:02 AM
Q1 2024 227 $236M +$29.2M -$5.42M +$23.7M VNLA, DGRO, VTI, FTSL, VYM 13F-HR 4/19/2024, 05:04 PM
Q4 2023 195 $199M +$14.2M -$8.36M +$5.82M VNLA, DGRO, FTSL, VYM, AAPL 13F-HR 1/18/2024, 09:41 AM
Q3 2023 168 $180M +$10M -$6.75M +$3.28M VNLA, DGRO, FTSL, AAPL, VYM 13F-HR 10/19/2023, 12:06 PM
Q2 2023 170 $182M +$31M -$98.2M -$67.1M VNLA, DGRO, FTSL, AAPL, VYM 13F-HR 7/24/2023, 03:25 PM
Q1 2023 1,255 $245M +$66.6M -$36.2M +$30.4M VNLA, DGRO, FTSL, VYM, AAPL 13F-HR 4/20/2023, 01:00 PM
Q4 2022 1,058 $209M +$46.2M -$25.6M +$20.7M DGRO, VNLA, FTSL, VYM, VOE 13F-HR 1/26/2023, 09:30 AM
Q3 2022 1,053 $187M +$23.9M -$4.85M +$19.1M DGRO, FTSL, VYM, VNLA, AAPL 13F-HR 10/12/2022, 10:14 AM
Q2 2022 1,013 $174M +$17M -$7.99M +$8.97M DGRO, FTSL, VYM, AAPL, ANGL 13F-HR 8/3/2022, 03:13 PM
Q1 2022 927 $193M +$14.2M -$16.5M -$2.3M DGRO, FTSL, VYM, AAPL, ANGL 13F-HR 4/28/2022, 06:23 PM
Q4 2021 925 $204M +$42.8M -$2.43M +$40.4M DGRO, FTSL, VYM, AAPL, QQQ 13F-HR 1/18/2022, 01:24 PM
Q3 2021 819 $155M +$16.4M -$10.3M +$6.12M DGRO, VYM, FTSL, AAPL, FPXI 13F-HR 11/4/2021, 10:47 AM
Q2 2021 898 $151M +$32.3M -$6.01M +$26.2M DGRO, VYM, FPXI, AAPL, CAPD 13F-HR 8/3/2021, 01:07 PM
Q1 2021 867 $123M +$15.1M -$4.83M +$10.3M VYM, DGRO, CAPD, AAPL, AMZN 13F-HR 5/10/2021, 05:05 PM
Q4 2020 831 $107M $0 $0 VYM, AAPL, CAPD, AMZN, AGG 13F-HR 1/26/2021, 06:09 PM