Accel Wealth Management
Top Portfolio Positions
147 positions ·
$133,494,994 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,436 | $7,216,772 | 5.41% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,740 | $6,610,489 | 4.95% |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,831 | $6,251,436 | 4.68% |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
504,396 | $6,083,015 | 4.56% |
| NVDA |
Nvidia Corp
Technology
|
32,690 | $5,701,136 | 4.27% |
| GLD |
Spdr Gold Trust
|
10,513 | $4,523,638 | 3.39% |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,299 | $4,399,380 | 3.30% |
| DE |
Deere & Co
Industrials
|
7,123 | $4,012,385 | 3.01% |
| MSFT |
Microsoft Corp
Technology
|
9,495 | $3,514,764 | 2.63% |
| KMI |
Kinder Morgan, Inc.
Energy
|
86,775 | $2,909,565 | 2.18% |
Holdings in ARM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $390,453 | 2,581 | Shares | Sole | 2026-04-08 | |
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