The Analysis of Accelerate Investment Advisors LLC's Holdings
Currently, Accelerate Investment Advisors LLC holds 120 types of securities in its portfolio with a total value $148.4M. In the most recent quarter, they have increased their positions in TPL (+3.7K shares, valued at $1.0M), IDEV (+10.4K shares, valued at $854.2K), SPYM (+6.5K shares, valued at $521.3K); decreased their positions in QUAL (-3.1K shares, valued at $609.0K), SCHP (-15.2K shares, valued at $402.8K), AAPL (-1.3K shares, valued at $352.3K); initiated new positions in PM (+1.7K shares, valued at $269.6K), VEA (+4.2K shares, valued at $259.9K), N/A (+2.1K shares, valued at $222.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST282.4K shares2.36%2025-12-312026-01-12
IDEV ISHARES TR177.9K shares6.18%2025-12-312026-01-12 AGG ISHARES TR125.7K shares1.25%2025-12-312026-01-12 FBND FIDELITY MERRIMACK STR TR146.3K shares-2.07%2025-12-312026-01-12 VO VANGUARD INDEX FDS20.6K shares0.12%2025-12-312026-01-12 IVV ISHARES TR7.4K shares0.23%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F87.6K shares6.07%2025-12-312026-01-12 AAPL APPLE INC13.6K shares-8.68%2025-12-312026-01-12 AMZN AMAZON COM INC14.9K shares-2.16%2025-12-312026-01-12 SCHA SCHWAB STRATEGIC TR104.7K shares4.61%2025-12-312026-01-12 NVDA NVIDIA CORPORATION15.2K shares-9.53%2025-12-312026-01-12 IVE ISHARES TR11.6K shares20.52%2025-12-312026-01-12 MSFT MICROSOFT CORP4.9K shares-10.30%2025-12-312026-01-12 IVW ISHARES TR18.3K shares1.20%2025-12-312026-01-12 DYNF BLACKROCK ETF TRUST36.6K shares3.67%2025-12-312026-01-12 OEF ISHARES TR5.8K shares4.39%2025-12-312026-01-12 IEMG ISHARES INC26.2K shares23.63%2025-12-312026-01-12 EFV ISHARES TR22.2K shares-7.92%2025-12-312026-01-12 TPL TEXAS PACIFIC LAND CORPORATI5.5K shares199.95%2025-12-312026-01-12 ITOT ISHARES TR10.5K shares4.55%2025-12-312026-01-12 SCHP SCHWAB STRATEGIC TR57.4K shares-20.95%2025-12-312026-01-12 QUAL ISHARES TR6.5K shares-32.11%2025-12-312026-01-12 REET ISHARES TR49.5K shares3.81%2025-12-312026-01-12 TSLA TESLA INC2.6K shares-3.73%2025-12-312026-01-12 GLD SPDR GOLD TR2.9K shares0.00%2025-12-312026-01-12 XOM EXXON MOBIL CORP8.8K shares0.01%2025-12-312026-01-12 BND VANGUARD BD INDEX FDS14.0K shares1.69%2025-12-312026-01-12 VTV VANGUARD INDEX FDS5.4K shares-6.81%2025-12-312026-01-12 BROADCOM INC BROADCOM INC2.9K shares6.42%2025-12-312026-01-12 ALPHABET INC ALPHABET INC3.2K shares1.09%2025-12-312026-01-12 META META PLATFORMS INC1.4K shares-17.30%2025-12-312026-01-12 ALPHABET INC ALPHABET INC3.0K shares-20.42%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.2.6K shares-1.05%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR1.1K shares1.44%2025-12-312026-01-12 IWB ISHARES TR2.0K shares0.61%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS9.1K shares-9.73%2025-12-312026-01-12 VTI VANGUARD INDEX FDS2.1K shares0.33%2025-12-312026-01-12 MTUM ISHARES TR2.7K shares58.13%2025-12-312026-01-12 THRO BLACKROCK ETF TRUST17.2K shares4.50%2025-12-312026-01-12 BAI BLACKROCK ETF TRUST19.6K shares8.65%2025-12-312026-01-12 KBDC KAYNE ANDERSON BDC INC43.6K shares-15.83%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW634 shares-0.63%2025-12-312026-01-12 LINDE PLC LINDE PLC1.3K shares0.24%2025-12-312026-01-12 AVDE AMERICAN CENTY ETF TR6.0K shares-0.38%2025-12-312026-01-12 SCHR SCHWAB STRATEGIC TR18.3K shares-2.61%2025-12-312026-01-12 ABBV ABBVIE INC2.0K shares11.43%2025-12-312026-01-12 SPGI S&P GLOBAL INC861 shares8.99%2025-12-312026-01-12 MCK MCKESSON CORP544 shares-15.40%2025-12-312026-01-12 ITA ISHARES TR2.1K shares22.55%2025-12-312026-01-12 INTU INTUIT666 shares-0.45%2025-12-312026-01-12 TFLO ISHARES TR8.5K shares22.30%2025-12-312026-01-12 IYW ISHARES TR2.2K shares1.89%2025-12-312026-01-12 FTEC FIDELITY COVINGTON TRUST1.9K shares-8.80%2025-12-312026-01-12 MOAT VANECK ETF TRUST4.0K shares0.20%2025-12-312026-01-12 VGT VANGUARD WORLD FD545 shares0.00%2025-12-312026-01-12 CVX CHEVRON CORP NEW2.5K shares1.95%2025-12-312026-01-12 WMT WALMART INC3.4K shares4.99%2025-12-312026-01-12 PTY PIMCO CORPORATE & INCOME OPP28.6K shares-43.80%2025-12-312026-01-12 WFC WELLS FARGO CO NEW3.8K shares-13.29%2025-12-312026-01-12 AMGN AMGEN INC1.1K shares-1.45%2025-12-312026-01-12 DIA SPDR DOW JONES INDL AVERAGE729 shares0.41%2025-12-312026-01-12 IWF ISHARES TR736 shares0.14%2025-12-312026-01-12 URI UNITED RENTALS INC404 shares0.00%2025-12-312026-01-12 IVLU ISHARES TR8.5K shares-0.35%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE1.0K shares0.97%2025-12-312026-01-12 CSCO CISCO SYS INC4.2K shares0.95%2025-12-312026-01-12 SCHG SCHWAB STRATEGIC TR9.8K shares0.05%2025-12-312026-01-12 FDVV FIDELITY COVINGTON TRUST5.6K shares-4.29%2025-12-312026-01-12 VUG VANGUARD INDEX FDS643 shares4.72%2025-12-312026-01-12 V VISA INC886 shares-5.54%2025-12-312026-01-12 IEV ISHARES TR4.5K shares-0.35%2025-12-312026-01-12 HD HOME DEPOT INC886 shares-0.89%2025-12-312026-01-12 IWM ISHARES TR1.2K shares0.00%2025-12-312026-01-12 IWP ISHARES TR2.2K shares38.98%2025-12-312026-01-12 FVD FIRST TR EXCHANGE-TRADED FD6.5K shares-1.58%2025-12-312026-01-12 MINT PIMCO ETF TR2.9K shares1.10%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON1.4K shares-21.87%2025-12-312026-01-12 EEM ISHARES TR5.3K shares0.00%2025-12-312026-01-12 DVY ISHARES TR2.1K shares0.29%2025-12-312026-01-12 MA MASTERCARD INCORPORATED507 shares0.00%2025-12-312026-01-12 GSEW GOLDMAN SACHS ETF TR3.4K shares0.09%2025-12-312026-01-12 RTX RTX CORPORATION1.6K shares-16.23%2025-12-312026-01-12 IWR ISHARES TR3.0K shares0.85%2025-12-312026-01-12 SCHV SCHWAB STRATEGIC TR9.6K shares0.05%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS958 shares0.52%2025-12-312026-01-12 DDEC FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2025-12-312026-01-12 SCHZ SCHWAB STRATEGIC TR11.5K shares-2.34%2025-12-312026-01-12 PM PHILIP MORRIS INTL INC1.7K sharesnew addition2025-12-312026-01-12 UAL UNITED AIRLS HLDGS INC2.4K shares-7.83%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS4.2K sharesnew addition2025-12-312026-01-12 PLD PROLOGIS INC.2.0K shares5.47%2025-12-312026-01-12 BAC BANK AMERICA CORP4.7K shares0.50%2025-12-312026-01-12 ORLY OREILLY AUTOMOTIVE INC2.8K shares0.58%2025-12-312026-01-12 IJJ ISHARES TR1.9K shares0.22%2025-12-312026-01-12 TIPX SPDR SERIES TRUST12.7K shares-1.28%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR1.7K shares72.94%2025-12-312026-01-12 ADI ANALOG DEVICES INC890 shares-2.52%2025-12-312026-01-12 VTEB VANGUARD MUN BD FDS4.6K shares6.93%2025-12-312026-01-12 LOW LOWES COS INC956 shares-3.43%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO1.6K shares-1.49%2025-12-312026-01-12 IJH ISHARES TR3.4K shares6.02%2025-12-312026-01-12 IWO ISHARES TR690 shares3.29%2025-12-312026-01-12 MERCK & CO INC MERCK & CO INC2.1K sharesnew addition2025-12-312026-01-12 VNLA JANUS DETROIT STR TR4.5K shares-1.51%2025-12-312026-01-12 DHR DANAHER CORPORATION952 sharesnew addition2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC660 shares-5.31%2025-12-312026-01-12 FLOT ISHARES TR4.3K sharesnew addition2025-12-312026-01-12 IEF ISHARES TR2.3K sharesnew addition2025-12-312026-01-12 SCHB SCHWAB STRATEGIC TR8.3K shares-5.46%2025-12-312026-01-12 FLDR FIDELITY MERRIMACK STR TR4.3K shares2.20%2025-12-312026-01-12 NEE NEXTERA ENERGY INC2.7K shares-1.62%2025-12-312026-01-12 MCD MCDONALDS CORP697 shares3.26%2025-12-312026-01-12 ILCV ISHARES TR2.2K sharesnew addition2025-12-312026-01-12 SCHO SCHWAB STRATEGIC TR8.4K shares-2.33%2025-12-312026-01-12 BNAIW BRAND ENGAGEMENT NETWORK INC14.7K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available