Accel Wealth Management

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Waverly, IA
CIK
0001838226
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 227 235,646 VNLA, DGRO, VTI, FTSL 13F-HR 4/19/2024 000108514624001936
Q4 2023 195 199,155 VNLA, DGRO, FTSL, VYM 13F-HR 1/18/2024 000108514624000288
Q3 2023 168 179,525 VNLA, DGRO, FTSL, AAPL 13F-HR 10/19/2023 000108514623003834
Q2 2023 170 181,664 VNLA, DGRO, FTSL, AAPL 13F-HR 7/24/2023 000108514623002876
Q1 2023 1,256 244,595 UNITED STATES TREASURY NOTES NOTE, VNLA, DGRO, BARCLAYS BANK PLC NOTE M/W CONV CLBL INDEX LNKD 13F-HR 4/20/2023 000087015623000015
Q4 2022 1,059 208,960 UNITED STATES TREASURY NOTES NOTE, DGRO, VNLA, FTSL 13F-HR 1/26/2023 000087015623000006
Q3 2022 1,094 187,265 DGRO, FTSL, UNITED STATES TREASURY NOTES NOTE, VYM 13F-HR 10/12/2022 000087015622000048
Q2 2022 1,052 174,211 DGRO, FTSL, VYM, AAPL 13F-HR 8/3/2022 000087015622000040
Q1 2022 954 193,499 DGRO, FTSL, VYM, AAPL 13F-HR 4/28/2022 000087015622000028
Q4 2021 941 203,967 DGRO, FTSL, VYM, AAPL 13F-HR 1/18/2022 000087015622000008
Q3 2021 829 154,779 DGRO, VYM, FTSL, AAPL 13F-HR 11/4/2021 000087015621000055
Q2 2021 914 150,865 DGRO, VYM, FPXI, AAPL 13F-HR 8/3/2021 000087015621000040
Q1 2021 890 123,422 VYM, DGRO, CAPE, AAPL 13F-HR 5/10/2021 000087015621000029
Q4 2020 859 107,349 VYM, AAPL, CAPE, AMZN 13F-HR 1/27/2021 000087015621000007