Accel Wealth Management
CIK
1838226
City
WAVERLY
State / Country
IA
Top Portfolio Positions
149 positions ·
$136,300,847 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,436 | $7,216,772 | 5.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,740 | $6,610,489 | 4.85% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,831 | $6,251,436 | 4.59% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
504,396 | $6,083,015 | 4.46% | |
| NVDA |
Nvidia Corp
Technology
|
32,690 | $5,701,136 | 4.18% | |
| GLD |
Spdr Gold Trust
|
10,513 | $4,523,638 | 3.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,299 | $4,399,380 | 3.23% | |
| DE |
Deere & Co
Industrials
|
7,123 | $4,012,385 | 2.94% | |
| MSFT |
Microsoft Corp
Technology
|
9,495 | $3,514,764 | 2.58% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
86,775 | $2,909,565 | 2.13% |
Portfolio Trend
22 quarters · across all stocks
Holdings in EVT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,028,591 | 82,631 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,096,990 | 83,280 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,345,219 | 95,919 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,618,248 | 108,641 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,560,700 | 110,043 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,784,749 | 115,790 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,947,220 | 119,369 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,848,693 | 122,314 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,858,833 | 121,137 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,653,334 | 119,251 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,653,049 | 125,262 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,917,687 | 128,250 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,819,037 | 124,681 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,844,254 | 124,748 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,750,570 | 126,463 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,896,934 | 121,363 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,582,942 | 123,635 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,515,964 | 118,025 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,255,072 | 82,152 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,488,109 | 53,839 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $631,399 | 24,035 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $564,218 | 23,857 | Shares | Sole | 2021-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||