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Asset Manager ← All Institutions

Accelerate Investment Advisors LLC

120 VANTIS DRIVE SUITE 330, ALISO VIEJO, CA 92656 • 8884397071

Q2 2025 · Filed 2025-07-07
Market Value
$134M
+12.7%
Holdings
133
+10
New Purchases
19
Added To
52
Closed
18
Reduced
40
Top 10 Concentration
53.1%
Turnover
27.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFV 1.37% 0.89% +0.47% $2M
NVDA 1.97% 1.52% +0.44% $3M
AMZN 2.52% 2.09% +0.43% $3M
THRO 0.42% 0.00% +0.42% $568K
SPLG 14.02% 13.60% +0.42% $19M
IEMG 0.87% 0.50% +0.36% $1M
MSFT 2.06% 1.70% +0.36% $3M
IDEV 8.71% 8.43% +0.29% $12M
HD 0.25% 0.00% +0.25% $339K
IWF 0.23% 0.00% +0.23% $312K
URI 0.23% 0.00% +0.23% $304K
FDVV 0.22% 0.00% +0.22% $302K
IBM 0.22% 0.00% +0.22% $290K
IVLU 0.21% 0.00% +0.21% $282K
IWR 0.21% 0.00% +0.21% $276K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.20% 2.86% -0.66% $3M
TPL 1.44% 2.03% -0.59% $2M
IVV 3.45% 3.96% -0.51% $5M
AGG 8.51% 8.99% -0.48% $11M
EMXC 0.00% 0.35% -0.35% $0
BRK-B 0.41% 0.70% -0.29% $548K
FBND 4.82% 5.11% -0.29% $6M
VB 0.00% 0.27% -0.27% $0
VOT 0.00% 0.23% -0.23% $0
UNH 0.17% 0.39% -0.23% $222K
HEFA 0.00% 0.23% -0.23% $0
MCD 0.00% 0.20% -0.20% $0
IWS 0.00% 0.20% -0.20% $0
PEP 0.00% 0.19% -0.19% $0
ACN 0.00% 0.19% -0.19% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 80.6%
Technology 7.0%
Consumer Cyclical 3.5%
Energy 3.2%
Communication Services 1.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $42M 31.1%
Large Cap 70 $86M 63.8%
Mid Cap 13 $5M 3.6%
Small Cap 5 $2M 1.5%
Micro Cap 1 $10K 0.0%

Portfolio Analytics

Avg Market Cap
$389.6B
Median Market Cap
$98.2B
Avg P/E
33.5
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
60
# ETFs / Funds
73

Top Holdings (133 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 14.02% 259,255 $19M $72.69 $3M +12,482 +5.1%
2 IDEV 8.71% 154,055 $12M $76.04 $2M +8,073 +5.5%
3 AGG 8.51% 115,334 $11M $99.20 $717K +6,922 +6.4%
4 FBND 4.82% 141,664 $6M $45.75 $386K +8,148 +6.1%
5 VO 3.98% 19,115 $5M $279.83 $614K +808 +4.4%
6 IVV 3.45% 7,468 $5M $620.92 -$90K -945 -11.2%
7 VWO 2.80% 76,159 $4M $49.46 $466K +3,223 +4.4%
8 AMZN 2.52% 15,466 $3M $219.39 $898K +2,352 +17.9%
9 AAPL 2.20% 14,404 $3M $205.18 -$455K -949 -6.2%
10 MSFT 2.06% 5,561 $3M $497.39 $736K +152 +2.8%
11 NVDA 1.97% 16,732 $3M $157.99 $828K -20 -0.1%
12 SCHA 1.73% 91,941 $2M $25.30 $306K +5,733 +6.7%
13 VOO 1.59% 3,767 $2M $567.96 $138K -127 -3.3%
14 IVW 1.51% 18,377 $2M $110.10 $439K +1,307 +7.7%
15 QUAL 1.47% 10,831 $2M $182.81 $336K +1,213 +12.6%
16 TPL 1.44% 1,828 $2M $1,056.17 -$491K
17 EFV 1.37% 28,995 $2M $63.48 $773K +10,876 +60.0%
18 SCHP 1.35% 68,203 $2M $26.68 $57K +2,649 +4.0%
19 IVE 1.34% 9,212 $2M $195.43 $224K +940 +11.4%
20 BND 1.30% 23,802 $2M $73.63 $29K +331 +1.4%
21 DYNF 1.27% 31,318 $2M $54.46 $406K +4,671 +17.5%
22 ITOT 1.02% 10,201 $1M $135.04 $251K +971 +10.5%
23 OEF 0.93% 4,108 $1M $304.31 $275K +508 +14.1%
24 META 0.92% 1,670 $1M $738.06 $299K +50 +3.1%
25 IEMG 0.87% 19,379 $1M $60.03 $564K +8,269 +74.4%
26 VTI 0.84% 3,703 $1M $303.93 $107K -3 -0.1%
27 REET 0.74% 40,204 $993K $24.70 $54K +1,493 +3.9%
28 XOM 0.71% 8,894 $959K $107.80 -$32K +564 +6.8%
29 KBDC 0.71% 62,743 $957K $15.26 $279K +20,915 +50.0%
30 TSLA 0.67% 2,832 $900K $317.64 $193K +107 +3.9%
31 VTV 0.65% 4,976 $879K $176.75 $66K +265 +5.6%
32 JPM 0.58% 2,697 $782K $289.87 $152K +130 +5.1%
33 AVGO 0.57% 2,770 $764K $275.68 $252K -283 -9.3%
34 GLD 0.56% 2,484 $757K $304.88 $2K -136 -5.2%
35 IYW 0.55% 4,246 $736K $173.29 $183K +312 +7.9%
36 BSV 0.53% 9,119 $718K $78.70 -$9K -164 -1.8%
37 SPY 0.51% 1,099 $679K $618.00 $78K +25 +2.3%
38 IWB 0.50% 1,973 $670K $339.60 $126K +199 +11.2%
39 EFG 0.50% 5,952 $667K $111.99 $33K -383 -6.0%
40 COST 0.47% 640 $633K $989.22 -$10K -39 -5.7%
41 LIN 0.44% 1,274 $598K $469.30 -$48K -112 -8.1%
42 GOOGL 0.44% 3,355 $591K $176.22 $106K +214 +6.8%
43 THRO 0.42% 15,954 $568K $35.58 +15,954 NEW
44 GOOG 0.42% 3,180 $564K $177.42 $94K +169 +5.6%
45 BRK-B 0.41% 1,128 $548K $485.55 -$287K -440 -28.1%
46 IJS 0.40% 5,424 $540K $99.49 $13K +23 +0.4%
47 PTY 0.40% 38,493 $535K $13.91 $160K +12,556 +48.4%
48 QQQ 0.40% 963 $531K $551.56 $188K +231 +31.6%
49 INTU 0.39% 671 $528K $787.55 $135K +30 +4.7%
50 MCK 0.35% 643 $471K $732.66 $32K -10 -1.5%
51 SCHR 0.35% 18,689 $468K $25.03 $161K +6,353 +51.5%
52 AVDE 0.33% 6,013 $445K $74.01 $34K -185 -3.0%
53 SPGI 0.32% 807 $426K $527.38 -$20K -71 -8.1%
54 MTUM 0.31% 1,711 $411K $240.32 $60K -24 -1.4%
55 TFLO 0.29% 7,744 $392K $50.65 -$24K -480 -5.8%
56 AMGN 0.29% 1,391 $388K $279.17 -$78K -105 -7.0%
57 MOAT 0.28% 4,050 $380K $93.80 $4K -223 -5.2%
58 SCHG 0.28% 12,834 $375K $29.21 $51K -96 -0.7%
59 FTEC 0.27% 1,874 $370K $197.24 $143K +469 +33.4%
60 VGT 0.27% 545 $361K $663.28 $66K
61 WFC 0.26% 4,393 $352K $80.13 $4K -456 -9.4%
62 V 0.26% 978 $347K $354.92 $17K +37 +3.9%
63 SCHV 0.25% 12,281 $340K $27.67 $16K +81 +0.7%
64 CVX 0.25% 2,368 $339K $143.19 -$135K -465 -16.4%
65 HD 0.25% 924 $339K $366.82 +924 NEW
66 ABBV 0.25% 1,782 $331K $185.58 $89K +628 +54.4%
67 WMT 0.24% 3,297 $322K $97.77 $11K -253 -7.1%
68 DIA 0.24% 726 $320K $440.65 $57K +100 +16.0%
69 IWF 0.23% 735 $312K $424.78 +735 NEW
70 URI 0.23% 404 $304K $753.42 +404 NEW
71 FVD 0.23% 6,807 $304K $44.70 $14K +291 +4.5%
72 FDVV 0.22% 5,810 $302K $52.02 +5,810 NEW
73 AMT 0.22% 1,322 $292K $220.98 -$19K -108 -7.5%
74 IBM 0.22% 984 $290K $294.66 +984 NEW
75 IEV 0.21% 4,566 $289K $63.25 $4K -320 -6.5%
76 MINT 0.21% 2,866 $288K $100.53 $3K +34 +1.2%
77 SCHZ 0.21% 12,312 $286K $23.24 -$23K -1,016 -7.6%
78 CSCO 0.21% 4,122 $286K $69.37 $52K +329 +8.7%
79 MA 0.21% 505 $284K $562.19 $24K +31 +6.5%
80 IVLU 0.21% 8,567 $282K $32.89 +8,567 NEW
81 PM 0.21% 1,528 $278K $182.13 $54K +116 +8.2%
82 IWR 0.21% 3,003 $276K $91.97 +3,003 NEW
83 GSEW 0.20% 3,370 $275K $81.54 $18K -10 -0.3%
84 IWM 0.20% 1,270 $274K $215.71 +1,270 NEW
85 DVY 0.20% 2,057 $273K $132.80 +2,057 NEW
86 JNJ 0.20% 1,785 $273K $152.71 -$60K -222 -11.1%
87 RTX 0.20% 1,857 $271K $146.03 +1,857 NEW
88 PG 0.19% 1,629 $260K $159.32 $7K +148 +10.0%
89 ADP 0.19% 836 $258K $308.56 $40K +123 +17.2%
90 EEM 0.19% 5,340 $258K $48.24 +5,340 NEW
91 ORLY 0.19% 2,829 $255K $90.12 -$6K +2,647 +1454.4%
92 DDEC 0.19% 6,048 $253K $41.76 $16K
93 TIPX 0.19% 13,030 $249K $19.14 -$4K -159 -1.2%
94 VUG 0.19% 568 $249K $438.69 $37K -4 -0.7%
95 XLK 0.18% 972 $246K $253.29 $30K -75 -7.2%
96 BAI 0.18% 8,465 $244K $28.85 +8,465 NEW
97 YEAR 0.18% 4,808 $244K $50.66 -$11K -218 -4.3%
98 GE 0.18% 937 $241K $257.29 +937 NEW
99 VZ 0.17% 5,335 $231K $43.27 +5,335 NEW
100 BLK 0.17% 220 $231K $1,048.08 -$13K -38 -14.7%

New Positions

SymbolValue% Port
THRO $568K 0.42%
HD $339K 0.25%
IWF $312K 0.23%
URI $304K 0.23%
FDVV $302K 0.22%
IBM $290K 0.22%
IVLU $282K 0.21%
IWR $276K 0.21%
IWM $274K 0.20%
DVY $273K 0.20%
RTX $271K 0.20%
EEM $258K 0.19%
BAI $244K 0.18%
GE $241K 0.18%
VZ $231K 0.17%

Sold Out Positions

SymbolValue% Port
ABT —%
ACN —%
CB —%
NEE —%
PSX —%
AFL —%
DHR —%
MO —%
PLD —%
MCD —%
EMXC —%
PEP —%
VB —%
VEA —%
VOT —%
View SEC EDGAR Filings for Accelerate Investment Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms