IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Accel Wealth Management

Q1 2022 Holdings

Filed 2022-04-29 | 954 holdings | $2.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Mtg-Bkd Secs ETF(VMBS)MTG-BKD SECS ETF92206C771$571,1380.0%
Wisdomtree Trust Wisdomtree US Value Fund ETF(WTV)WISDOMTREE US VALUE FUND ETF97717W547$579200.0%
Morgan Stanley Note Index LnkdNOTE INDEX LNKD61761JSD2$58$510.0%
Tractor Supply Co COM(TSCO)COM892356106$592610.0%
Southwest Airlines Co COM(LUV)COM844741108$591,2840.0%
JP Morgan ETF Trust Ultra Shrt Inc ETF(JPST)ULTRA SHRT INC ETF46641Q837$591,1790.0%
Ishares Trust U.S. Tech ETF(IYW)U.S. TECH ETF464287721$605800.0%
Wd-40 Co COM(WDFC)COM929236107$603260.0%
Spdr Russell LOW VOL ETF(ONEV)RUSSELL LOW VOL ETF78468R754$615530.0%
American Tower Corp COM Usd0.01(AMT)COM USD0.0103027X100$612380.0%
Spdr Series Trust S&P INS ETF(KIE)S&P INS ETF78464A789$611,4320.0%
Ishares Trust Core Msci Eafe ETF(IEFA)CORE MSCI EAFE ETF46432F842$618650.0%
Spdr Bloomberg 1-3 Month T-Bill ETF(BIL)BLOOMBERG 1-3 MONTH T-BILL ETF78468R663$616670.0%
Vanguard Comm Srvc ETF(VOX)COMM SRVC ETF92204A884$615080.0%
Sony Group Corporation ADR Sponsored(SONY)ADR SPONSORED835699307$626000.0%
Delta AIR Lines Inc COM(DAL)COM247361702$631,5930.0%
Ishares Trust RUS 1000 GRW ETF(IWF)RUS 1000 GRW ETF464287614$632270.0%
United Fire Group Inc COM(UFCS)COM910340108$631,9830.0%
Wells Fargo & Company COM(WFC)COM949746101$641,3150.0%
NXP Semiconductors N V COM(NXPI)COMN6596X109$643510.0%
Starbucks Corp COM(SBUX)COM855244109$646960.0%
Coca-Cola Consolidated Inc COM(COKE)COM191098102$641250.0%
Glaxosmithkline ADR SponsoredADR SPONSORED37733W105$651,4720.0%
Waste Management Inc COM(WM)COM94106L109$654080.0%
Clorox Co COM(CLX)COM189054109$654530.0%
Devon Energy Corp COM(DVN)COM25179M103$661,0870.0%
Ishares Trust S&P 500 VAL ETF(IVE)S&P 500 VAL ETF464287408$664230.0%
Fidelity Covington Trust Msci Info Tech I ETF(FTEC)MSCI INFO TECH I ETF316092808$665360.0%
Ishares Trust U.S. Utilits ETF(IDU)U.S. UTILITS ETF464287697$667180.0%
Invesco Exchange Traded FD TR S&P Smcp VLU MNT ETF(XSVM)S&P SMCP VLU MNT ETF46137V480$661,2300.0%
Smucker (JM) Co COM(SJM)COM832696405$674900.0%
Realty Income Corp COM(O)COM756109104$679480.0%
Cincinnati Financial Corp COM(CINF)COM172062101$695010.0%
BlackRock Muni Income FD Inc COM(XMUIX)COM09253X102$695,1730.0%
Ishares Trust Intrm GOV CR ETF(GVI)INTRM GOV CR ETF464288612$696360.0%
WEC Energy Group Inc COM(WEC)COM92939U106$696820.0%
Marathon Digital Holdings Inc COM(MARA)COM565788106$692,4250.0%
XPO Logistics Inc COM(XPO)COM983793100$699870.0%
Vanguard Ftse DEV MKT ETF(VEA)FTSE DEV MKT ETF921943858$711,4580.0%
Spdr Series Trust Prtflo S&p500 GW ETF(SPYG)PRTFLO S&P500 GW ETF78464A409$711,0720.0%
Cheniere Energy Inc COM(LNG)COM16411R208$715000.0%
Mccormick & Company Inc COM(MKC)COM579780206$727050.0%
GXO Logistics Incorporated COM(GXO)COM36262G101$721,0370.0%
Unitedhealth Group Inc COM(UNH)COM91324P102$721410.0%
Palantir Tech Inc COM CL A(PLTR)COM CL A69608A108$725,2100.0%
Uber Technologies Inc COM(UBER)COM90353T100$722,0150.0%
Okta Inc COM CL A(OKTA)COM CL A679295105$745000.0%
Travelers Companies Inc COM(TRV)COM89417E109$754040.0%
Ishares Trust US BR del SE ETF(IAI)US BR DEL SE ETF464288794$767580.0%
First TR Exchange Traded FD VI Nasdaq BK ETF(FTXO)NASDAQ BK ETF33738R860$772,4590.0%
PreviousPage 13 of 20Next