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Home > Institutional Investor > Accel Wealth Management > Profile

Instuitional Investor - Accel Wealth Management

Fund Profile
Filing Period:
Fund Name: Accel Wealth Management
Portfolio Value $263,732,083
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Janus Detroit Str Tr - HENDRSN SHRT ETF
 221,216 $10,819,654 4.1%
2.
Ishares Tr
 162,033 $9,939,092 3.76%
3.
Apple Inc.
 AAPL 29,945 $7,498,854 2.84%
4.
Vanguard Index Fds
 24,867 $7,206,648 2.73%
5.
Amazon Com Inc
 AMZN 32,379 $7,103,629 2.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)