Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TRUST CORE DIV GRWTH ETF | 15 | Q2 2024 | 4.4% |
VANGUARD WHITEHALL FDS | 15 | Q2 2024 | 3.9% |
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF | 15 | Q2 2024 | 3.3% |
APPLE INC COM | 15 | Q2 2024 | 3.0% |
AMAZON COM INC COM | 15 | Q2 2024 | 2.6% |
VANGUARD MCAP VL IDXVIP ETF | 15 | Q2 2024 | 2.3% |
VANECK VECTORS ETF TRUST FALLEN ANGEL HG ETF | 15 | Q2 2024 | 2.1% |
PIMCO CORPORATE & INCOME OPP F COM | 15 | Q2 2024 | 1.8% |
ALPHABET INC COM CL A | 15 | Q2 2024 | 2.0% |
INVESCO QQQ TRUST UNIT SER 1 ETF | 15 | Q2 2024 | 2.1% |
View Accel Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-12 |
N-PX | 2024-07-12 |
13F-HR | 2024-04-19 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-24 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-12 |
13F-HR | 2022-08-03 |
View Accel Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.