IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Accel Wealth Management

Q2 2022 Holdings

Filed 2022-08-03 | 1052 holdings | $865.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Abbvie Inc COM(ABBV)COM00287Y109$463.0K3,01453.5%
Cummins Inc COM(CMI)COM231021106$84.0K4309.7%
Boston Scientific Corp COM(BSX)COM101137107$43.0K1,1505.0%
Charter Communications Inc COM CL A(CHTR)COM CL A16119P108$42.0K894.9%
Albemarle Corp COM(ALB)COM012653101$29.0K1463.4%
Consolidated Edison Inc COM(ED)COM209115104$19.0K2002.2%
Alaska AIR Group Inc COM(ALK)COM011659109$12.0K3001.4%
Ishares Trust Core DIV Grwth ETF(DGRO)CORE DIV GRWTH ETF46434V621$7.6K156,6940.9%
First TR Exchange Traded FD IV Senior LN FD ETF(FTSL)SENIOR LN FD ETF33738D309$5.7K128,7970.7%
Vanguard High DIV YLD ETF(VYM)HIGH DIV YLD ETF921946406$4.7K46,0060.5%
Apple Inc COM(AAPL)COM037833100$3.8K25,0450.4%
Vaneck ETF Trust Fallen Angel High YLD BD EF(ANGL)FALLEN ANGEL HIGH YLD BD EF92189F437$3.2K117,6810.4%
Vanguard Mcap VL Idxvip ETF(VOE)MCAP VL IDXVIP ETF922908512$3.2K24,6410.4%
Barclays Bank PLC Ipath Shiller Cape ETN Clbl(CAPEUSD)IPATH SHILLER CAPE ETN CLBL06742A669$3.1K159,4450.4%
Global X FDS Nasdaq 100 Cover ETF(QYLD)NASDAQ 100 COVER ETF37954Y483$3.0K164,6670.3%
Eaton Vance Tax-Advantaged DIV COM(XEVTX)COM27828G107$3.0K121,3630.3%
Amazon COM Inc COM(AMZN)COM023135106$2.8K24,8350.3%
Invesco Exchange Traded FD TR Finl PFD ETF(PGF)FINL PFD ETF46137V621$2.6K164,9430.3%
Invesco QQQ Trust Unit SER 1 ETF(QQQ)UNIT SER 1 ETF46090E103$2.6K8,9210.3%
Aberdeen Standard Invests Etfs Abrdn Blmbrg Comdty Lngr Datd(BCD)ABRDN BLMBRG COMDTY LNGR DATD003261203$2.6K74,5720.3%
Cohen & Steers Infrastructure COM(UTF)COM19248A109$2.5K101,5210.3%
Spdr Gold Trust Gold SHS ETF(GLD)GOLD SHS ETF78463V107$2.4K14,9820.3%
Alphabet Inc COM CL A(GOOGL)COM CL A02079K305$2.3K1,0470.3%
Toronto Dominion Bank IAM Coml Note Index LnkdNOTE INDEX LNKD89114Y6W6$2.2K$2,2180.3%
First TST Value LI SHS ETF(FVD)SHS ETF33734H106$2.0K52,2360.2%
Vanguard Value ETF(VTV)VALUE ETF922908744$2.0K15,1280.2%
Pimco Corporate & Income OPP F COM(PTY)COM72201B101$2.0K159,8010.2%
Pepsico Inc COM(PEP)COM713448108$2.0K11,5250.2%
First TR Exchange Traded FD VI Risng Divd Achiv ETF(RDVY)RISNG DIVD ACHIV ETF33738R506$1.9K44,9920.2%
Strategy Shares NS 7Handl IDX ETF(HNDL)NS 7HANDL IDX ETF86280R506$1.8K87,1710.2%
Ishares Trust PFD and Incm SEC ETF(PFF)PFD AND INCM SEC ETF464288687$1.8K52,5930.2%
Gabelli Equity Trust Inc COM(GAB)COM362397101$1.7K294,4570.2%
Kinder Morgan Inc COM(KMI)COM49456B101$1.5K90,4880.2%
JPMorgan Chase Finl Co LLC Note Index LnkdNOTE INDEX LNKD48133FUM5$1.5K$1,6160.2%
Vanguard Health CAR ETF(VHT)HEALTH CAR ETF92204A504$1.5K6,2130.2%
Royce Value Trust Inc COM(RVT)COM780910105$1.5K102,8200.2%
Vanguard Consum STP ETF(VDC)CONSUM STP ETF92204A207$1.5K7,7940.2%
Microsoft Corp COM(MSFT)COM594918104$1.5K5,6660.2%
Global X FDS US PFD ETF(PFFD)US PFD ETF37954Y657$1.5K67,2850.2%
First TR Exchange Traded FD VI Dorsey WRT 5 ETF(FV)DORSEY WRT 5 ETF33738R605$1.4K34,6230.2%
Vanguard SML CP GRW ETF(VBK)SML CP GRW ETF922908595$1.4K6,8700.2%
Vanguard DIV APP ETF(VIG)DIV APP ETF921908844$1.4K9,2830.2%
Select Sector Spdr Trust SBI Int-Utils ETF(XLU)SBI INT-UTILS ETF81369Y886$1.3K18,6940.2%
Invesco Exchange Traded Fund T PFD ETF(PGX)PFD ETF46138E511$1.3K102,9490.2%
Ishares Trust Tips BD ETF(TIP)TIPS BD ETF464287176$1.3K11,0000.1%
Blackstone Inc COM(BX)COM09260D107$1.3K13,5130.1%
Deere & Co COM(DE)COM244199105$1.3K4,2110.1%
Credit Suisse AG London Branch Note Index LnkdNOTE INDEX LNKD22553Q3P0$1.2K$1,2950.1%
Vanguard Utilities ETF(VPU)UTILITIES ETF92204A876$1.2K8,0790.1%
First Trust Exchange-Traded FU FST TR GLB FD ETF(FTGC)FST TR GLB FD ETF33739H101$1.2K46,4000.1%
Page 1 of 22Next