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AIA

Accelerate Investment Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
+8.67%
1 Year Est. Return
+17.82%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$134M
AUM Growth
+$15M
Cap. Flow
+$5.82M
Cap. Flow %
4.33%
Top 10 Hldgs %
53.08%
Holding
134
New
19
Increased
52
Reduced
40
Closed
19

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$839K
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$678K
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$665K
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$584K
5
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$525K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$543K
2
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$422K
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$317K
4
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$272K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$269K

Sector Composition

Rank Sector Weight
1 Technology 7.97%
2 Consumer Discretionary 3.8%
3 Financials 3.08%
4 Energy 2.4%
5 Communication Services 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJJ icon
101
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$229K 0.17%
1,852
+3
+0.2% +$353
ADI icon
102
Analog Devices
ADI
$179B
$228K 0.17%
958
-197
-17% -$41K
VNLA icon
103
Janus Henderson Short Duration Income ETF
VNLA
$3.32B
$226K 0.17%
4,591
+4
+0.1% +$196
KO icon
104
Coca-Cola
KO
$377B
$226K 0.17%
3,190
+325
+11% +$23.2K
UNH icon
105
UnitedHealth
UNH
$376B
$222K 0.17%
711
-181
-20% -$69.2K
IWP icon
106
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$220K 0.16%
+1,588
New +$201K
MDY icon
107
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$219K 0.16%
+386
New +$207K
LOW icon
108
Lowe's Companies
LOW
$117B
$217K 0.16%
977
-232
-19% -$51.8K
IJH icon
109
iShares Core S&P Mid-Cap ETF
IJH
$122B
$216K 0.16%
3,476
-117
-3% -$6.87K
BAC icon
110
Bank of America
BAC
$435B
$210K 0.16%
4,430
-1,221
-22% -$51.4K
SCHB icon
111
Schwab US Broad Market ETF
SCHB
$43.2B
$206K 0.15%
8,646
-1,258
-13% -$27.7K
UAL icon
112
United Airlines
UAL
$39.4B
$204K 0.15%
+2,558
New +$188K
SCHF icon
113
Schwab International Equity ETF
SCHF
$66.6B
$203K 0.15%
9,207
-1,058
-10% -$22K
SPOT icon
114
Spotify
SPOT
$103B
$201K 0.15%
+262
New +$168K
ONFO icon
115
Onfolio Holdings
ONFO
$556K
$10.3K 0.01%
10,080
– –
ABT icon
116
Abbott
ABT
$183B
– –
-1,648
Closed -$219K
ACN icon
117
Accenture
ACN
$102B
– –
-727
Closed -$227K
AFL icon
118
Aflac
AFL
$64.9B
– –
-2,024
Closed -$225K
CB icon
119
Chubb
CB
$135B
– –
-688
Closed -$208K
DHR icon
120
Danaher
DHR
$137B
– –
-1,003
Closed -$206K
EMXC icon
121
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
– –
-7,654
Closed -$422K
HEFA icon
122
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.5B
– –
-7,418
Closed -$269K
IWS icon
123
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
– –
-1,861
Closed -$234K
MCD icon
124
McDonald's
MCD
$192B
– –
-758
Closed -$237K
MO icon
125
Altria Group
MO
$114B
– –
-3,665
Closed -$220K
2 3 4
5
6

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Accelerate Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Accelerate Investment Advisors held 134 positions worth $134M, up 13% from $119M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Accelerate Investment Advisors deployed $5.82M of net new capital in Q2 2025, opening 19 new positions and adding to 52 existing holdings. Its largest new stake was iShares U.S. Thematic Rotation Active ETF: 15,954 shares worth $568K.

By sector, the portfolio is most concentrated in Technology at 8% of assets, up from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $543K trimmed.

  • Accelerate Investment Advisors's largest Q2 2025 buy was iShares U.S. Thematic Rotation Active ETF: 15,954 shares worth $568K.
  • Accelerate Investment Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $839K increase.
  • Accelerate Investment Advisors's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $543K.
  • Accelerate Investment Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $422K.
  • Accelerate Investment Advisors's ten largest holdings make up 53% of its $134M portfolio in Q2 2025.
  • Accelerate Investment Advisors opened 19 new positions and closed 19 in Q2 2025.
  • Accelerate Investment Advisors's portfolio value rose 13% quarter-over-quarter to $134M.

Based on Accelerate Investment Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.