Accelerate Investment Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Accelerate Investment Advisors LLC | Institutional Filer | ▲ 0.87% | $149.7M | 133 |
Current Portfolio Holdings
Showing all 133 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 282K | $21.6M | 14.40% |
| 2 | IDEV | ISHARES TR | — | 175K | $14.6M | 9.78% |
| 3 | AGG | ISHARES TR | — | 128K | $12.7M | 8.46% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | — | 140K | $6.4M | 4.27% |
| 5 | VO | VANGUARD INDEX FDS | — | 20K | $5.9M | 3.92% |
| 6 | IVV | ISHARES TR | — | 9K | $5.6M | 3.77% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 87K | $4.7M | 3.15% |
| 8 | AAPL | Apple Inc. | Technology | 14K | $3.5M | 2.31% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 15K | $3.2M | 2.11% |
| 10 | SCHA | SCHWAB STRATEGIC TR | — | 105K | $3.0M | 2.03% |
| 11 | NVDA | NVIDIA Corporation | Technology | 15K | $2.7M | 1.78% |
| 12 | TPL | Texas Pacific Land Corporation | Energy | 5K | $2.6M | 1.74% |
| 13 | IVE | ISHARES TR | — | 12K | $2.5M | 1.67% |
| 14 | IVW | ISHARES TR | — | 20K | $2.3M | 1.51% |
| 15 | DYNF | BLACKROCK ETF TRUST | — | 35K | $2.0M | 1.37% |
Showing 1 to 15 of 133 holdings