Accel Wealth Management

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Stacie Brass - Chief Compliance Officer
Location
Waverly, IA
Holdings as of
December 31, 2024
Value $
$264M
Num holdings
251
Date filed
1/21/2025, 11:31 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VNLA, DGRO, AAPL, VTI, and AMZN.
Previous filing
Q3 2024 - Oct 15, 2024
Filing 2024 Q4 compared to 2024 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stacie Brass Chief Compliance Officer Waverly, Iowa 1/21/2025