Accel Wealth Management
CIK
1838226
City
WAVERLY
State / Country
IA
Top Portfolio Positions
149 positions ·
$136,131,019 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,436 | $7,216,772 | 5.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,740 | $6,610,489 | 4.86% | |
| 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 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
32,690 | $5,701,136 | 4.19% | |
| 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 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
9,495 | $3,514,764 | 2.58% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
86,775 | $2,909,565 | 2.14% |
Portfolio Trend
22 quarters · across all stocks
Holdings in JPC
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $490,213 | 65,015 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $554,148 | 68,329 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $579,453 | 70,665 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $588,796 | 73,416 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $581,637 | 73,070 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $609,763 | 77,578 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $650,813 | 80,646 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $616,999 | 82,597 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $604,815 | 84,119 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $560,904 | 82,974 | Shares | Sole | 2024-01-18 | |
| 2023-03-31 | $20,069 | 3,050 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $22,204 | 3,050 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $21,197 | 3,050 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $23,332 | 3,050 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $26,169 | 3,050 | Shares | Sole | 2022-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||