13F-HR filed by Accelerate Investment Advisors LLC
Accelerate Investment Advisors LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-21, with 115 holding rows worth $119,438,120.
- Accession
- 0001213900-25-033475
- Filer
- CIK 2035216
- Filed
- 2025-04-21
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 115 entries on the cover page, a total value of $119,438,120 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,438,120 with VALUE read as dollars as filed, 13F file number 028-24386. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 246,773 | $16,227,795 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 108,412 | $10,724,133 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 145,982 | $10,056,719 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 133,516 | $6,095,003 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 18,307 | $4,734,630 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,413 | $4,727,218 | dollars as filed | |
| Apple Inc | 037833100 | COM | 15,353 | $3,410,350 | dollars as filed | |
| VWO | 922042858 | SHS | 72,936 | $3,301,095 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,114 | $2,495,063 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 1,828 | $2,421,585 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,409 | $2,030,326 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 86,208 | $2,019,853 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 3,894 | $2,001,365 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 16,752 | $1,815,541 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 65,554 | $1,762,754 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 23,471 | $1,723,911 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 9,618 | $1,643,665 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 17,070 | $1,584,608 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 8,272 | $1,576,544 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 26,647 | $1,299,292 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 9,230 | $1,126,155 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 18,119 | $1,067,914 | dollars as filed | |
| VTI | 922908769 | COM | 3,706 | $1,018,557 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,330 | $990,662 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 3,600 | $974,988 | dollars as filed | |
| iShares Global REIT ETF | 46434V647 | SHS | 38,711 | $939,128 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,620 | $933,582 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,568 | $834,861 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 4,711 | $813,776 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,620 | $754,906 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 9,283 | $726,677 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,725 | $706,221 | dollars as filed | |
| KAYNE ANDERSON BDC INC | 48662X105 | COM SHS | 41,828 | $678,450 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,386 | $645,584 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 679 | $642,615 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 6,335 | $633,455 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,567 | $629,574 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,074 | $600,791 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 11,110 | $599,582 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 3,934 | $552,547 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,774 | $544,214 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,401 | $526,505 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,053 | $511,143 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,141 | $485,684 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,833 | $473,985 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,011 | $470,464 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 892 | $466,937 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,496 | $466,171 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 878 | $445,964 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 653 | $439,297 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 7,654 | $421,659 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 8,224 | $416,606 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 6,198 | $410,729 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 641 | $393,555 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 4,273 | $376,055 | dollars as filed | |
| PIMCO CORPORATE & INCOME OPP | 72201B101 | COM | 25,937 | $375,049 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 1,735 | $350,696 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 4,849 | $348,113 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 732 | $343,233 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,007 | $332,853 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 941 | $329,672 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 12,200 | $324,265 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 12,930 | $323,767 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,430 | $317,103 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,550 | $311,650 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 1,430 | $311,069 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 13,328 | $308,675 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 12,336 | $306,683 | dollars as filed | |
| VGT | 92204A702 | SHS | 545 | $295,597 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 6,516 | $290,560 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 2,832 | $284,933 | dollars as filed | |
| ISHARES TR | 464287861 | EUROPE ETF | 4,886 | $284,365 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,209 | $281,938 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 1,111 | $271,795 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 7,418 | $269,199 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 626 | $262,845 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 182 | $260,730 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 474 | $259,905 | dollars as filed | |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | 381430438 | SHS | 3,380 | $256,979 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J103 | ULTRA SHORT INCM | 5,026 | $254,350 | dollars as filed | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 13,189 | $253,088 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,481 | $252,426 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 258 | $243,994 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,154 | $241,762 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 758 | $236,822 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U406 | FT VEST U.S. | 6,048 | $236,708 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,651 | $235,832 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 1,861 | $234,431 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 3,793 | $234,037 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,155 | $232,998 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,547 | $231,992 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 727 | $226,873 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 1,405 | $226,615 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 4,587 | $225,442 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,024 | $225,076 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,412 | $224,079 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 4,407 | $223,992 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,809 | $223,431 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,149 | $223,215 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 1,849 | $221,360 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 3,665 | $219,955 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 1,648 | $218,657 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 713 | $217,701 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,047 | $216,117 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 9,904 | $213,233 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 572 | $212,253 | dollars as filed | |
| IJH | 464287507 | COM | 3,593 | $209,678 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 688 | $207,786 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,003 | $205,677 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,865 | $205,161 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 10,265 | $203,041 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 1,802 | $201,411 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 1,303 | $201,084 | dollars as filed | |
| Direxion Daily S&P 500 Bear 3X Shares | 25460E265 | ETF | 16,313 | $116,150 | dollars as filed | |
| ONFOLIO HOLDINGS INC | 68277K207 | COM NEW | 10,080 | $9,576 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-25-033475 | this filing | 2025-04-21 | acceptance time not in the bulk data set |