Accel Wealth Management
Top Portfolio Positions
148 positions ·
$135,523,585 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
28,436 | $7,216,772 | 5.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,740 | $6,610,489 | 4.88% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,831 | $6,251,436 | 4.61% | |
| PTY |
Pimco Corporate & Income Opportunity Fund
Financial Services
|
504,396 | $6,083,015 | 4.49% | |
| NVDA |
Nvidia Corp
Technology
|
32,690 | $5,701,136 | 4.21% | |
| GLD |
Spdr Gold Trust
|
10,513 | $4,523,638 | 3.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,299 | $4,399,380 | 3.25% | |
| DE |
Deere & Co
Industrials
|
7,123 | $4,012,385 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
9,495 | $3,514,764 | 2.59% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
86,775 | $2,909,565 | 2.15% |
Portfolio Trend
Holdings in RVT
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,279,428 | 77,074 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,396,047 | 86,711 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,625,597 | 100,781 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,589,701 | 105,628 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,455,384 | 102,204 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,603,700 | 101,500 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,914,285 | 121,929 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,762,127 | 121,778 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,833,264 | 120,848 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,739,395 | 119,464 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,562,353 | 121,395 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,643,041 | 119,061 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,522,350 | 112,185 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,469,367 | 110,812 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,309,040 | 104,306 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,436,395 | 102,820 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,742,868 | 102,582 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,953,632 | 99,726 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,286,862 | 71,413 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $648,717 | 34,197 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $369,317 | 20,393 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $327,028 | 20,262 | Shares | Sole | 2021-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||