Accelerate Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$839K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$678K |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
+$665K |
| 4 |
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 |
iShares Core S&P 500 ETF
IVV
|
+$543K |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$422K |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$317K |
| 4 |
Vanguard Morningstar Mid-Cap Growth ETF
VOT
|
+$272K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
NextEra Energy
NEE
$181B
| – | – |
-3,149
| Closed | -$223K |
|
127
Paychex
PAYX
$41.6B
| – | – |
-1,303
| Closed | -$201K |
|
128
PepsiCo
PEP
$190B
| – | – |
-1,547
| Closed | -$232K |
|
129
Prologis
PLD
$135B
| – | – |
-1,802
| Closed | -$201K |
|
130
Phillips 66
PSX
$84.9B
| – | – |
-1,809
| Closed | -$223K |
|
131
Direxion Daily S&P 500 Bear 3x ETF
SPXS
$337M
| – | – |
-1,631
| Closed | -$116K |
|
|
132
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
| – | – |
-1,430
| Closed | -$317K |
|
133
Vanguard FTSE Developed Markets ETF
VEA
$229B
| – | – |
-4,407
| Closed | -$224K |
|
|
134
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
| – | – |
-1,111
| Closed | -$272K |
|
Similar funds
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.