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
United States Treasury Bonds BondBOND912810RX8$21$190.0%
Moderna Inc COM(MRNA)COM60770K107$211170.0%
Ferrari N V COM(RACE)COMN3167Y103$21930.0%
Western Hills WTR Dist Calif S SPL TAX REF BDS ClblSPL TAX REF BDS CLBL958324DR3$22$400.0%
YUM Brands Inc COM(YUM)COM988498101$221890.0%
Vanguard Ftse EMR MKT ETF(VWO)FTSE EMR MKT ETF922042858$224580.0%
Comcast Corp COM CL A(CMCSA)COM CL A20030N101$224570.0%
Templeton Global Income FD COMCOM880198106$224,3300.0%
Sanofi ADR Sponsored(SNY)ADR SPONSORED80105N105$224260.0%
First Trust Portfolios SHS Issued Frst ETF(FAB)SHS ISSUED FRST ETF33733C108$222890.0%
Dominion Energy Inc COM(D)COM25746U109$222520.0%
Dimensional ETF TR US Core Equity 2 ETF(DFAC)US CORE EQUITY 2 ETF25434V708$227840.0%
Anaplan Inc COM(PLANUSD)COM03272L108$223400.0%
Catchmark Timber Trust Inc Usd0.01 CL 'a'(CTT1USD)USD0.01 CL 'A'14912Y202$222,7070.0%
First Trust Exchange-Traded FU Rivrfrnt DYN DEV ETF(RFDI)RIVRFRNT DYN DEV ETF33739P608$223280.0%
Healthcare Trust of America in Usd0.01USD0.0142225P501$227000.0%
Bellsouth Corp Note M/W ClblNOTE M/W CLBL079860AK8$22$200.0%
First Trust Exch Traded Fund 2 Consumr Discre ETF(FXD)CONSUMR DISCRE ETF33734X101$224020.0%
Invesco Exchange Traded FD TR S&p500 EQL WGT ETF(RSP)S&P500 EQL WGT ETF46137V357$221360.0%
Energy Transfer LP COM Units REP LTD PTN INT(ET)COM UNITS REP LTD PTN INT29273V100$231,9620.0%
BlackRock Inc COM(BLKCHF)COM09247X101$23300.0%
First TR Exchange Traded FD VI Multi Asset DI ETF(MDIV)MULTI ASSET DI ETF33738R100$231,3550.0%
Meridian TWP Mich Economic DEV First MTG REV REF BDS ClblFIRST MTG REV REF BDS CLBL589664BE0$23$250.0%
Select Sector Spdr Trust SBI Int-Inds ETF(XLI)SBI INT-INDS ETF81369Y704$232260.0%
Masco Corp COM(MAS)COM574599106$234530.0%
Nutanix Inc COM CL A(NTNX)COM CL A67059N108$238310.0%
DBX ETF Trust Xtrack Msci Eafe ETF(HDEF)XTRACK MSCI EAFE ETF233051630$239250.0%
DBX ETF Trust Xtrack USD High ETF(HYLB)XTRACK USD HIGH ETF233051432$236000.0%
Lululemon Athletica Inc COM(LULU)COM550021109$23620.0%
Ishares US ETF Trust Inflation Hedg ETF(LQDI)INFLATION HEDG ETF46431W580$237850.0%
Vanguard Extended DUR ETF(EDV)EXTENDED DUR ETF921910709$242000.0%
United States Treasury Notes NoteNOTE912828X88$24$240.0%
Ishares Inc EM Mkts DIV ETF(DVYE)EM MKTS DIV ETF464286319$247000.0%
Knight Swift Transn Hldgs Inc COM CL A(KNX)COM CL A499049104$245000.0%
United States Oil Fund LP Units ETF(USO)UNITS ETF91232N207$243210.0%
Netflix Inc COM(NFLX)COM64110L106$24650.0%
Ishares Inc Msci GBL MIN VOL ETF(ACWV)MSCI GBL MIN VOL ETF464286525$242300.0%
Port Seattle Wash REV BDSREV BDS735389MY1$24$300.0%
Ishares Trust Core S&P MCP ETF(IJH)CORE S&P MCP ETF464287507$24890.0%
Coralville Iowa GO Annual Appropriati REV ClblGO ANNUAL APPROPRIATI REV CLBL218080EA3$24$250.0%
Oracle Corp COM(ORCL)COM68389X105$252990.0%
ARK ETF TR Innovation ETF(ARKK)INNOVATION ETF00214Q104$253700.0%
Ishares Trust Global Mater ETF(MXI)GLOBAL MATER ETF464288695$252590.0%
Qorvo Inc COM(QRVO)COM74736K101$262150.0%
Mattel Inc COM(MAT)COM577081102$261,1520.0%
Toyota Motor Corp ADR Unsponsored(TM)ADR UNSPONSORED892331307$261430.0%
Nuveen PFD & Convertible Incom COM(JPC)COM67073B106$263,0500.0%
Grayscale Bitcoin Trust BTC COM(GBTC)COM389637109$268000.0%
Becton Dickinson & Co COM(BDX)COM075887109$261000.0%
Dover Corp COM(DOV)COM260003108$261650.0%
PreviousPage 9 of 20Next