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The Analysis of Accelerate Investment Advisors LLC's Holdings & P&L

Currently, Accelerate Investment Advisors LLC holds 133 types of securities in its portfolio with a total value $149.7M. In the most recent quarter, they have increased their positions in EFG (+7.8K shares, valued at $870.1K), IVV (+1.3K shares, valued at $825.6K), N/A (+25.8K shares, valued at $654.7K); decreased their positions in OEF (-3.2K shares, valued at $1.0M), VTV (-1.7K shares, valued at $341.4K), FBND (-6.3K shares, valued at $288.8K); initiated new positions in EFG (+7.8K shares, valued at $870.1K), N/A (+25.8K shares, valued at $654.7K), IDEF (+19.0K shares, valued at $620.7K).

1M P&L

+3.6M+2.40%

3M P&L

-18.2M-10.57%

HY P&L

-9.2M-5.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A115.3M

81.1%

2Consumer Electronics3.5M

2.4%

3Internet Retail3.2M

2.2%

Top Industries by Stock Count

1N/A80 stocks

66.7%

2Drug Manufacturers - General3 stocks

2.5%

3Banks - Diversified3 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST281.7K shares-0.22%2026-03-312026-04-13

IDEV ISHARES TR175.2K shares-1.49%2026-03-312026-04-13

AGG ISHARES TR127.6K shares1.53%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR140.0K shares-4.33%2026-03-312026-04-13

VO VANGUARD INDEX FDS20.4K shares-0.69%2026-03-312026-04-13

IVV ISHARES TR8.7K shares17.11%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F87.2K shares-0.53%2026-03-312026-04-13

AAPL APPLE INC13.6K shares-0.23%2026-03-312026-04-13

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AMZN AMAZON COM INC15.2K shares2.01%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR104.5K shares-0.14%2026-03-312026-04-13

NVDA NVIDIA CORPORATION15.2K shares0.48%2026-03-312026-04-13

TPL TEXAS PACIFIC LAND CORPORATI5.5K shares0.00%2026-03-312026-04-13

IVE ISHARES TR11.8K shares2.42%2026-03-312026-04-13

IVW ISHARES TR20.0K shares8.92%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST35.2K shares-3.77%2026-03-312026-04-13

IEMG ISHARES INC27.5K shares4.95%2026-03-312026-04-13

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MSFT MICROSOFT CORP4.9K shares-0.59%2026-03-312026-04-13

EFV ISHARES TR23.0K shares3.37%2026-03-312026-04-13

XOM EXXON MOBIL CORP8.6K shares-2.34%2026-03-312026-04-13

ITOT ISHARES TR10.1K shares-3.28%2026-03-312026-04-13

SCHP SCHWAB STRATEGIC TR52.5K shares-8.43%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.2K shares-1.26%2026-03-312026-04-13

REET ISHARES TR51.8K shares4.65%2026-03-312026-04-13

QUAL ISHARES TR6.5K shares0.60%2026-03-312026-04-13

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GLD SPDR GOLD TR2.9K shares-1.23%2026-03-312026-04-13

TSLA TESLA INC2.8K shares4.48%2026-03-312026-04-13

BROADCOM INC BROADCOM INC3.3K shares12.54%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS13.1K shares-6.09%2026-03-312026-04-13

ALPHABET INC ALPHABET INC3.3K shares5.34%2026-03-312026-04-13

EFG ISHARES TR7.8K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC3.0K shares0.87%2026-03-312026-04-13

OEF ISHARES TR2.6K shares-54.66%2026-03-312026-04-13

Sponsored

META META PLATFORMS INC1.4K shares-3.75%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T1.2K shares7.47%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO2.6K shares-2.43%2026-03-312026-04-13

MTUM ISHARES TR3.1K shares13.90%2026-03-312026-04-13

VTV VANGUARD INDEX FDS3.6K shares-32.35%2026-03-312026-04-13

BAI BLACKROCK ETF TRUST21.6K shares10.08%2026-03-312026-04-13

THRO BLACKROCK ETF TRUST19.1K shares11.05%2026-03-312026-04-13

VTI VANGUARD INDEX FDS2.1K shares-0.52%2026-03-312026-04-13

Sponsored

COST COSTCO WHOLESALE CORPORATION670 shares5.68%2026-03-312026-04-13

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN25.8K sharesnew addition2026-03-312026-04-13

LINDE PLC LINDE PLC1.3K shares2.82%2026-03-312026-04-13

IWB ISHARES TR1.8K shares-9.44%2026-03-312026-04-13

IDEF BLACKROCK ETF TRUST19.0K sharesnew addition2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS6.9K shares-23.92%2026-03-312026-04-13

PTY PIMCO CORPORATE & INCOME OPP44.5K shares55.16%2026-03-312026-04-13

BLCR BLACKROCK ETF TRUST12.5K sharesnew addition2026-03-312026-04-13

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AVDE AMERICAN CENTY ETF TR6.0K shares0.02%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.4K shares-2.47%2026-03-312026-04-13

MCK MCKESSON CORP558 shares2.57%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR819 shares0.12%2026-03-312026-04-13

SCHR SCHWAB STRATEGIC TR18.7K shares1.93%2026-03-312026-04-13

TFLO ISHARES TR8.8K shares2.67%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL885 shares0.23%2026-03-312026-04-13

MOAT VANECK ETF TRUST4.0K shares-0.49%2026-03-312026-04-13

Sponsored

IYW ISHARES TR2.1K shares-0.60%2026-03-312026-04-13

ABBV ABBVIE INC1.8K shares-11.31%2026-03-312026-04-13

SPGI S&P GLOBAL INC895 shares3.95%2026-03-312026-04-13

VGT VANGUARD WORLD FD545 shares0.00%2026-03-312026-04-13

SGOV ISHARES TR3.7K sharesnew addition2026-03-312026-04-13

FTEC FIDELITY COVINGTON TRUST1.8K shares-5.87%2026-03-312026-04-13

SEIM SEI EXCHANGE TRADED FUNDS7.9K sharesnew addition2026-03-312026-04-13

SEIV SEI EXCHANGE TRADED FUNDS8.6K sharesnew addition2026-03-312026-04-13

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SEIE SEI EXCHANGE TRADED FUNDS10.9K sharesnew addition2026-03-312026-04-13

NEAR ISHARES U S ETF TR6.9K sharesnew addition2026-03-312026-04-13

WMT WALMART INC2.8K shares-16.62%2026-03-312026-04-13

AMGN AMGEN INC965 shares-10.98%2026-03-312026-04-13

IVLU ISHARES TR8.5K shares0.63%2026-03-312026-04-13

INTU INTUIT761 shares14.26%2026-03-312026-04-13

IWF ISHARES TR751 shares2.04%2026-03-312026-04-13

FDVV FIDELITY COVINGTON TRUST5.6K shares0.34%2026-03-312026-04-13

Sponsored

IWM ISHARES TR1.2K shares0.00%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON1.3K shares-11.64%2026-03-312026-04-13

RTX RTX CORPORATION1.6K shares1.73%2026-03-312026-04-13

CSCO CISCO SYS INC3.9K shares-5.22%2026-03-312026-04-13

WFC WELLS FARGO & CO3.8K shares-0.03%2026-03-312026-04-13

DVY ISHARES TR2.0K shares-2.90%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE1.1K shares2.59%2026-03-312026-04-13

EEM ISHARES TR5.3K shares0.00%2026-03-312026-04-13

Sponsored

URI UNITED RENTALS INC415 shares2.72%2026-03-312026-04-13

MINT PIMCO ETF TR3.0K shares1.06%2026-03-312026-04-13

SHV ISHARES TR2.6K sharesnew addition2026-03-312026-04-13

HD HOME DEPOT INC889 shares0.34%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR10.0K shares2.29%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR9.5K shares-0.80%2026-03-312026-04-13

FVD FIRST TR EXCHANGE-TRADED FD6.1K shares-4.95%2026-03-312026-04-13

GSEW GOLDMAN SACHS ETF TR3.4K shares0.06%2026-03-312026-04-13

Sponsored

IWP ISHARES TR2.2K shares0.00%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS4.4K shares6.03%2026-03-312026-04-13

VUG VANGUARD INDEX FDS643 shares0.00%2026-03-312026-04-13

IWR ISHARES TR2.9K shares-2.67%2026-03-312026-04-13

DDEC FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR11.5K shares-0.62%2026-03-312026-04-13

MA MASTERCARD INCORPORATED528 shares4.14%2026-03-312026-04-13

ADI ANALOG DEVICES INC826 shares-7.19%2026-03-312026-04-13

Sponsored

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND564 shares-22.63%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR3.0K shares-5.37%2026-03-312026-04-13

NEE NEXTERA ENERGY INC2.8K shares4.24%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC2.1K shares1.33%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS5.0K shares8.90%2026-03-312026-04-13

ORLY OREILLY AUTOMOTIVE INC2.7K shares-2.70%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.5K shares-10.41%2026-03-312026-04-13

Sponsored

IJJ ISHARES TR1.9K shares0.11%2026-03-312026-04-13

IEV ISHARES TR3.6K shares-19.56%2026-03-312026-04-13

V VISA INC801 shares-9.59%2026-03-312026-04-13

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-04-13

FIVA FIDELITY COVINGTON TRUST6.9K sharesnew addition2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS957 shares-0.10%2026-03-312026-04-13

TIPX SPDR SERIES TRUST12.0K shares-5.79%2026-03-312026-04-13

IJH ISHARES TR3.4K shares-0.93%2026-03-312026-04-13

Sponsored

BAC BANK AMERICA CORP4.7K shares1.09%2026-03-312026-04-13

PG PROCTER & GAMBLE CO1.6K shares0.25%2026-03-312026-04-13

UAL UNITED AIRLS HLDGS INC2.5K shares4.50%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR7.3K sharesnew addition2026-03-312026-04-13

MCD MCDONALDS CORP724 shares3.87%2026-03-312026-04-13

LOW LOWES COS INC937 shares-1.99%2026-03-312026-04-13

VNLA JANUS DETROIT STR TR4.5K shares0.13%2026-03-312026-04-13

IWO ISHARES TR693 shares0.43%2026-03-312026-04-13

Sponsored

IEF ISHARES TR2.3K shares-0.13%2026-03-312026-04-13

EMGF ISHARES INC3.4K sharesnew addition2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR8.3K shares0.12%2026-03-312026-04-13

SEIQ SEI EXCHANGE TRADED FUNDS5.7K sharesnew addition2026-03-312026-04-13

ILCV ISHARES TR2.2K shares1.94%2026-03-312026-04-13

IWS ISHARES TR1.4K sharesnew addition2026-03-312026-04-13

FIDU FIDELITY COVINGTON TRUST2.4K sharesnew addition2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-04-13

Sponsored

EATON CORP PLC EATON CORP PLC568 sharesnew addition2026-03-312026-04-13

CAT CATERPILLAR INC284 sharesnew addition2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC209 shares-2.79%2026-03-312026-04-13

EOLS EVOLUS INC10.7K sharesnew addition2026-03-312026-04-13

BNAIW BRAND ENGAGEMENT NETWORK INC16.8K shares14.27%2026-03-312026-04-13

SPYM

SPDR SERIES TRUST

-0.22%

Shares281.7K

Event2026-03-31

Filed2026-04-13

IDEV

ISHARES TR

-1.49%

Shares175.2K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

1.53%

Shares127.6K

Event2026-03-31

Filed2026-04-13

FBND

FIDELITY MERRIMACK STR TR

-4.33%

Shares140.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-0.69%

Shares20.4K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

17.11%

Shares8.7K

Event2026-03-31

Filed2026-04-13

VWO

VANGUARD INTL EQUITY INDEX F

-0.53%

Shares87.2K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.23%

Shares13.6K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

2.01%

Shares15.2K

Event2026-03-31

Filed2026-04-13

SCHA

SCHWAB STRATEGIC TR

-0.14%

Shares104.5K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.48%

Shares15.2K

Event2026-03-31

Filed2026-04-13

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

2.42%

Shares11.8K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

8.92%

Shares20.0K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

-3.77%

Shares35.2K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

4.95%

Shares27.5K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-0.59%

Shares4.9K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

3.37%

Shares23.0K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-2.34%

Shares8.6K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

-3.28%

Shares10.1K

Event2026-03-31

Filed2026-04-13

SCHP

SCHWAB STRATEGIC TR

-8.43%

Shares52.5K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-1.26%

Shares2.2K

Event2026-03-31

Filed2026-04-13

REET

ISHARES TR

4.65%

Shares51.8K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

0.60%

Shares6.5K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-1.23%

Shares2.9K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

4.48%

Shares2.8K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

12.54%

Shares3.3K

Event2026-03-31

Filed2026-04-13

BND

VANGUARD BD INDEX FDS

-6.09%

Shares13.1K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

5.34%

Shares3.3K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

New

Shares7.8K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.87%

Shares3.0K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

-54.66%

Shares2.6K

Event2026-03-31

Filed2026-04-13