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Stacie Brass

@Accel Wealth Management

Latest period2024 - Q3ReportedManaged Assets$268.581MTotal holdings256
Assets growth rate7.5%Assets growth rate (2-Q avg)6.77%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Accel Wealth Management's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of Accel Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 268.581M in assets, with a quarterly growth rate of 7.5% and a 2-quarter average growth rate of 6.77%. The portfolio is managed by Stacie Brass, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -7.57%
4.04%
$10.83M
220,848 shares@ $49.04 avg price
DGROIshares Tr
Recent Activity
Increased 0.71%
3.7%
$9.912M
158,117 shares@ $62.69 avg price
AAPLApple Inc
Recent Activity
Increased 1.3%
2.59%
$6.93M
29,743 shares@ $233.01 avg price
VTIVanguard Index Fds
Recent Activity
Increased 3.64%
2.57%
$6.899M
24,366 shares@ $283.16 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.82%
2.34%
$6.263M
33,615 shares@ $186.34 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.92%
2.16%
$5.791M
45,168 shares@ $128.21 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.95%
2.04%
$5.471M
31,342 shares@ $174.58 avg price
VDEVanguard World Fd
Recent Activity
Increased 10.03%
1.99%
$5.339M
43,595 shares@ $122.48 avg price
VOEVanguard Index Fds
Recent Activity
Increased 5.03%
1.99%
$5.322M
31,738 shares@ $167.68 avg price
PTYPimco Corporate & Income Opp
Recent Activity
Increased 15.91%
1.97%
$5.278M
366,804 shares@ $14.4 avg price