Accel Wealth Management Diversified Active

CIK: 0001838226 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 19, 2023

Total Value ($000): $179,525 (100.0% shares, 0.0% debt)

Holdings (168)

VNLA JANUS DETROIT STR TR 6.2%
Value ($000) $11,094 Shares 231,271 Est. Cost $47.95 Unrealized
DGRO ISHARES TR 4.3%
Value ($000) $7,768 Shares 156,834 Est. Cost $49.64 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 3.1%
Value ($000) $5,639 Shares 123,275 Est. Cost $47.80 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $4,876 Shares 28,477 Est. Cost $126.42 Unrealized +43.4%
VYM VANGUARD WHITEHALL FDS 2.6%
Value ($000) $4,660 Shares 45,104 Est. Cost $91.68 Unrealized
VDE VANGUARD WORLD FDS 2.5%
Value ($000) $4,495 Shares 35,465 Est. Cost $116.88 Unrealized
VTV VANGUARD INDEX FDS 2.4%
Value ($000) $4,270 Shares 30,960 Est. Cost $140.79 Unrealized
VOE VANGUARD INDEX FDS 2.3%
Value ($000) $4,139 Shares 31,606 Est. Cost $138.83 Unrealized
USB US BANCORP DEL 2.0%
Value ($000) $3,638 Shares 110,049 Est. Cost $29.24 Unrealized +11.2%
VTI VANGUARD INDEX FDS 2.0%
Value ($000) $3,544 Shares 16,686 Est. Cost $220.33 Unrealized
OXY OCCIDENTAL PETE CORP 1.9%
Value ($000) $3,393 Shares 52,297 Est. Cost $57.34 Unrealized +5.1%
AMZN AMAZON COM INC 1.8%
Value ($000) $3,288 Shares 25,864 Est. Cost $124.52 Unrealized +7.6%
PIMCO CORPORATE & INCOME OPP 1.8%
Value ($000) $3,255 Shares 249,053 Est. Cost $16.10 Unrealized
GLD SPDR GOLD TR 1.6%
Value ($000) $2,877 Shares 16,783 Est. Cost $170.27 Unrealized
QYLD GLOBAL X FDS 1.6%
Value ($000) $2,858 Shares 170,399 Est. Cost $21.33 Unrealized
QQQ INVESCO QQQ TR 1.6%
Value ($000) $2,842 Shares 7,931 Est. Cost $361.22 Unrealized
EATON VANCE TAX ADVT DIV INC 1.5%
Value ($000) $2,653 Shares 125,262 Est. Cost $27.21 Unrealized
DE DEERE & CO 1.4%
Value ($000) $2,570 Shares 6,810 Est. Cost $316.28 Unrealized +25.8%
ANGL VANECK ETF TRUST 1.3%
Value ($000) $2,401 Shares 88,730 Est. Cost $32.33 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $2,232 Shares 17,053 Est. Cost $109.27 Unrealized +17.5%
PGF INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $2,206 Shares 156,931 Est. Cost $18.78 Unrealized
COHEN & STEERS INFRASTRUCTUR 1.1%
Value ($000) $2,019 Shares 103,113 Est. Cost $27.58 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.1%
Value ($000) $1,983 Shares 12,759 Est. Cost $149.06 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $1,928 Shares 11,377 Est. Cost $126.35 Unrealized +32.3%
FVD FIRST TR VALUE LINE DIVID IN 1.1%
Value ($000) $1,891 Shares 50,571 Est. Cost $35.44 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,815 Shares 39,510 Est. Cost $48.35 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,789 Shares 5,667 Est. Cost $241.74 Unrealized +34.3%
IVV ISHARES TR 0.9%
Value ($000) $1,652 Shares 3,848 Est. Cost $440.77 Unrealized
KMI KINDER MORGAN INC DEL 0.9%
Value ($000) $1,650 Shares 99,491 Est. Cost $12.22 Unrealized +24.8%
VDC VANGUARD WORLD FDS 0.9%
Value ($000) $1,634 Shares 8,946 Est. Cost $191.13 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,628 Shares 36,758 Est. Cost $41.14 Unrealized
ROYCE VALUE TR INC 0.9%
Value ($000) $1,562 Shares 121,395 Est. Cost $17.46 Unrealized
VHT VANGUARD WORLD FDS 0.9%
Value ($000) $1,537 Shares 6,539 Est. Cost $251.47 Unrealized
GABELLI EQUITY TR INC 0.8%
Value ($000) $1,500 Shares 292,391 Est. Cost $6.70 Unrealized
HNDL STRATEGY SHS 0.8%
Value ($000) $1,489 Shares 77,942 Est. Cost $24.90 Unrealized
PRU PRUDENTIAL FINL INC 0.8%
Value ($000) $1,486 Shares 15,665 Est. Cost $66.98 Unrealized +25.8%
PFF ISHARES TR 0.8%
Value ($000) $1,445 Shares 47,919 Est. Cost $38.66 Unrealized
PFFD GLOBAL X FDS 0.8%
Value ($000) $1,406 Shares 74,729 Est. Cost $24.89 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $1,393 Shares 3,548 Est. Cost $389.95 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.8%
Value ($000) $1,381 Shares 31,585 Est. Cost $46.17 Unrealized
VBK VANGUARD INDEX FDS 0.8%
Value ($000) $1,381 Shares 6,446 Est. Cost $271.71 Unrealized
SRLN SSGA ACTIVE ETF TR 0.8%
Value ($000) $1,363 Shares 32,515 Est. Cost $42.19 Unrealized
BX BLACKSTONE INC 0.7%
Value ($000) $1,334 Shares 12,450 Est. Cost $55.11 Unrealized +76.8%
ITA ISHARES TR 0.6%
Value ($000) $1,144 Shares 10,792 Est. Cost $114.78 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,139 Shares 7,855 Est. Cost $102.85 Unrealized +38.4%
CSB VICTORY PORTFOLIOS II 0.6%
Value ($000) $1,134 Shares 23,162 Est. Cost $57.05 Unrealized
PECO PHILLIPS EDISON & CO INC 0.6%
Value ($000) $1,067 Shares 31,799 Est. Cost $33.81 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $1,032 Shares 9,945 Est. Cost $123.40 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,028 Shares 2,364 Est. Cost $21.70 Unrealized +106.3%
AGG ISHARES TR 0.6%
Value ($000) $1,024 Shares 10,894 Est. Cost $99.04 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $1,001 Shares 5,939 Est. Cost $108.22 Unrealized +34.7%
VPU VANGUARD WORLD FDS 0.6%
Value ($000) $988 Shares 7,747 Est. Cost $147.10 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $965 Shares 20,234 Est. Cost $50.67 Unrealized -9.0%
PID INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $948 Shares 56,762 Est. Cost $17.03 Unrealized
GNL GLOBAL NET LEASE INC 0.5%
Value ($000) $945 Shares 98,377 Est. Cost $9.61 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $935 Shares 85,352 Est. Cost $15.18 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.5%
Value ($000) $930 Shares 58,212 Est. Cost $20.20 Unrealized
KCE SPDR SER TR 0.5%
Value ($000) $918 Shares 10,585 Est. Cost $94.95 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $913 Shares 17,051 Est. Cost $62.48 Unrealized
SMH VANECK ETF TRUST 0.5%
Value ($000) $891 Shares 6,147 Est. Cost $188.58 Unrealized
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $870 Shares 14,762 Est. Cost $64.46 Unrealized
BCD ABRDN ETFS 0.5%
Value ($000) $868 Shares 26,242 Est. Cost $35.67 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $841 Shares 10,447 Est. Cost $84.36 Unrealized
EDV VANGUARD WORLD FD 0.5%
Value ($000) $816 Shares 11,654 Est. Cost $88.12 Unrealized
STWD STARWOOD PPTY TR INC 0.4%
Value ($000) $795 Shares 41,110 Est. Cost $19.27 Unrealized
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $792 Shares 4,066 Est. Cost $211.09 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.4%
Value ($000) $791 Shares 32,974 Est. Cost $25.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $757 Shares 2,161 Est. Cost $278.15 Unrealized +27.5%
JPEM J P MORGAN EXCHANGE TRADED F 0.4%
Value ($000) $717 Shares 14,228 Est. Cost $50.46 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.4%
Value ($000) $711 Shares 21,248 Est. Cost $36.40 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.4%
Value ($000) $689 Shares 4,744 Est. Cost $130.51 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $679 Shares 20,482 Est. Cost $38.17 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $673 Shares 4,517 Est. Cost $102.37 Unrealized +32.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $673 Shares 12,513 Est. Cost $35.90 Unrealized +40.1%
VUG VANGUARD INDEX FDS 0.4%
Value ($000) $629 Shares 2,311 Est. Cost $296.01 Unrealized
BLACKROCK CORE BD TR 0.3%
Value ($000) $619 Shares 62,224 Est. Cost $14.09 Unrealized
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $611 Shares 5,828 Est. Cost $128.50 Unrealized -22.0%
BUG GLOBAL X FDS 0.3%
Value ($000) $606 Shares 24,963 Est. Cost $29.93 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $600 Shares 3,851 Est. Cost $133.17 Unrealized +15.1%
AVGO BROADCOM INC 0.3%
Value ($000) $574 Shares 691 Est. Cost $53.73 Unrealized +56.3%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $568 Shares 4,829 Est. Cost $45.72 Unrealized +120.9%
IYK ISHARES TR 0.3%
Value ($000) $560 Shares 3,000 Est. Cost $196.64 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $559 Shares 4,236 Est. Cost $111.33 Unrealized +15.9%
PAVE GLOBAL X FDS 0.3%
Value ($000) $558 Shares 18,380 Est. Cost $27.27 Unrealized
SPDW SPDR INDEX SHS FDS 0.3%
Value ($000) $552 Shares 17,794 Est. Cost $32.54 Unrealized
NUVEEN PFD & INCOME SECS FD 0.3%
Value ($000) $530 Shares 85,923 Est. Cost $9.70 Unrealized
WPC WP CAREY INC 0.3%
Value ($000) $527 Shares 9,745 Est. Cost $54.08 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $523 Shares 19,118 Est. Cost $24.66 Unrealized +12.8%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $508 Shares 1,542 Est. Cost $168.02 Unrealized +96.8%
SPIP SPDR SER TR 0.3%
Value ($000) $507 Shares 20,407 Est. Cost $26.16 Unrealized
RYLD GLOBAL X FDS 0.3%
Value ($000) $504 Shares 29,557 Est. Cost $21.01 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $493 Shares 6,539 Est. Cost $43.93 Unrealized +69.8%
HON HONEYWELL INTL INC 0.3%
Value ($000) $491 Shares 2,659 Est. Cost $165.70 Unrealized +4.9%
MRK MERCK & CO INC 0.3%
Value ($000) $489 Shares 4,747 Est. Cost $74.73 Unrealized +33.6%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $481 Shares 2,543 Est. Cost $198.15 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $471 Shares 2,264 Est. Cost $211.19 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $443 Shares 824 Est. Cost $385.29 Unrealized +31.5%
IMCG ISHARES TR 0.2%
Value ($000) $435 Shares 7,621 Est. Cost $96.59 Unrealized
DRIV GLOBAL X FDS 0.2%
Value ($000) $432 Shares 18,385 Est. Cost $29.03 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.2%
Value ($000) $423 Shares 16,158 Est. Cost $27.14 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $420 Shares 2,877 Est. Cost $124.56 Unrealized +15.7%
KVUE KENVUE INC 0.2%
Value ($000) $403 Shares 20,072 Est. Cost $21.04 Unrealized 0.0%
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $402 Shares 11,835 Est. Cost $34.96 Unrealized
RHI ROBERT HALF INC. 0.2%
Value ($000) $400 Shares 5,460 Est. Cost $75.87 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $400 Shares 908 Est. Cost $421.70 Unrealized 0.0%
RTX RTX CORPORATION 0.2%
Value ($000) $393 Shares 5,460 Est. Cost $67.89 Unrealized +19.7%
BP BP PLC 0.2%
Value ($000) $387 Shares 9,982 Est. Cost $21.26 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $386 Shares 3,475 Est. Cost $123.44 Unrealized -10.8%
DVLU FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $380 Shares 16,639 Est. Cost $23.91 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $379 Shares 2,678 Est. Cost $43.93 Unrealized +178.0%
FPX FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $377 Shares 4,485 Est. Cost $125.39 Unrealized
ILCG ISHARES TR 0.2%
Value ($000) $375 Shares 6,281 Est. Cost $195.36 Unrealized
FUTY FIDELITY COVINGTON TRUST 0.2%
Value ($000) $361 Shares 9,508 Est. Cost $44.76 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $351 Shares 1,729 Est. Cost $244.69 Unrealized -12.8%
FTRI FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $347 Shares 27,489 Est. Cost $13.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $330 Shares 3,734 Est. Cost $76.48 Unrealized +9.3%
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $324 Shares 4,704 Est. Cost $68.41 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $320 Shares 782 Est. Cost $322.09 Unrealized +28.9%
XYLD GLOBAL X FDS 0.2%
Value ($000) $312 Shares 8,013 Est. Cost $45.82 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.2%
Value ($000) $309 Shares 3,005 Est. Cost $94.75 Unrealized +14.6%
SLYV SPDR SER TR 0.2%
Value ($000) $304 Shares 4,199 Est. Cost $77.19 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $302 Shares 3,125 Est. Cost $72.34 Unrealized +26.0%
XSLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $302 Shares 7,651 Est. Cost $42.24 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $301 Shares 6,123 Est. Cost $50.96 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $297 Shares 5,183 Est. Cost $68.87 Unrealized -6.5%
VIOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $288 Shares 3,295 Est. Cost $124.44 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $288 Shares 8,872 Est. Cost $43.94 Unrealized -34.0%
VCSH VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $284 Shares 3,781 Est. Cost $76.99 Unrealized
PFXF VANECK ETF TRUST 0.2%
Value ($000) $281 Shares 16,739 Est. Cost $21.17 Unrealized
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $273 Shares 1,236 Est. Cost $204.58 Unrealized +3.2%
BBLU EA SERIES TRUST 0.2%
Value ($000) $273 Shares 28,507 Est. Cost $9.84 Unrealized
CENTRAL SECS CORP 0.1%
Value ($000) $269 Shares 7,590 Est. Cost $36.05 Unrealized
AVDV AMERICAN CENTY ETF TR 0.1%
Value ($000) $266 Shares 4,605 Est. Cost $57.56 Unrealized
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $266 Shares 5,489 Est. Cost $46.82 Unrealized +2.2%
DIS DISNEY WALT CO 0.1%
Value ($000) $265 Shares 3,270 Est. Cost $141.30 Unrealized -40.9%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $260 Shares 2,017 Est. Cost $128.87 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $258 Shares 6,573 Est. Cost $46.38 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $254 Shares 9,585 Est. Cost $26.47 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $252 Shares 6,673 Est. Cost $28.38 Unrealized +31.2%
BA BOEING CO 0.1%
Value ($000) $250 Shares 1,305 Est. Cost $194.53 Unrealized +12.5%
FIXD FIRST TR EXCHNG TRADED FD VI 0.1%
Value ($000) $247 Shares 5,871 Est. Cost $44.74 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 0.1%
Value ($000) $244 Shares 9,976 Est. Cost $24.50 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $243 Shares 1,560 Est. Cost $142.60 Unrealized +6.3%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $243 Shares 25,600 Est. Cost $9.48 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $240 Shares 881 Est. Cost $184.04 Unrealized +42.1%
IEMG ISHARES INC 0.1%
Value ($000) $240 Shares 5,042 Est. Cost $49.80 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $238 Shares 3,169 Est. Cost $78.24 Unrealized
FPXI FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $231 Shares 6,000 Est. Cost $59.28 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $227 Shares 1,423 Est. Cost $163.59 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $223 Shares 1,429 Est. Cost $93.16 Unrealized +71.2%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $220 Shares 531 Est. Cost $414.90 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $219 Shares 2,790 Est. Cost $74.33 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 2,885 Est. Cost $88.73 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $216 Shares 3,773 Est. Cost $59.11 Unrealized -6.6%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $214 Shares 3,679 Est. Cost $54.35 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $210 Shares 2,794 Est. Cost $72.00 Unrealized +3.3%
OGE OGE ENERGY CORP 0.1%
Value ($000) $210 Shares 6,297 Est. Cost $31.62 Unrealized +10.8%
ICF ISHARES TR 0.1%
Value ($000) $209 Shares 4,163 Est. Cost $55.54 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $205 Shares 5,507 Est. Cost $39.01 Unrealized 0.0%
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $204 Shares 4,388 Est. Cost $48.16 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $201 Shares 804 Est. Cost $243.05 Unrealized +5.7%
CALUMET SPECIALTY PRODS PART 0.1%
Value ($000) $191 Shares 10,000 Est. Cost $3.10 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $117 Shares 14,169 Est. Cost $11.11 Unrealized
KOS KOSMOS ENERGY LTD 0.1%
Value ($000) $90 Shares 11,036 Est. Cost $7.25 Unrealized -2.2%
INGN INOGEN INC 0.0%
Value ($000) $84 Shares 16,000 Est. Cost $7.11 Unrealized 0.0%
PDM PIEDMONT OFFICE REALTY TR IN 0.0%
Value ($000) $65 Shares 11,636 Est. Cost $5.62 Unrealized
ILPT INDUSTRIAL LOGISTICS PPTYS T 0.0%
Value ($000) $37 Shares 12,670 Est. Cost $19.40 Unrealized
TELLURIAN INC NEW 0.0%
Value ($000) $18 Shares 15,200 Est. Cost $2.76 Unrealized