Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Accel Wealth Management > Profile

Instuitional Investor - Accel Wealth Management

Fund Profile
Filing Period:
Fund Name: Accel Wealth Management
Portfolio Value $276,647,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 213,571 $13,194,421 4.77%
2.
Janus Detroit Str Tr - HENDRSN SHRT ETF
 221,771 $10,900,045 3.94%
3.
Schwab Strategic Trust
 FNDF 325,992 $8,162,838 2.95%
4.
Apple Inc.
 AAPL 29,919 $6,645,893 2.4%
5.
Vanguard Index Fds - VALUE ETF
 37,695 $6,511,508 2.35%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)