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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
IGEBIshares Tr
Recent Activity
New Position
0.86%
$2.302M
49,537 shares@ $46.48 avg price
FAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.63%
$1.674M
36,584 shares@ $45.75 avg price
LGOVFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.61%
$1.616M
72,165 shares@ $22.4 avg price
FJULFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.39%
$1.03M
21,400 shares@ $48.11 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
New Position
0.34%
$908,038
19,234 shares@ $47.22 avg price
JAAAJanus Detroit Str Tr
Recent Activity
New Position
0.29%
$775,478
15,241 shares@ $50.89 avg price
MUBIshares Tr
Recent Activity
New Position
0.23%
$605,050
5,570 shares@ $108.63 avg price
FSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.18%
$479,735
10,675 shares@ $44.95 avg price
XHBSpdr Ser Tr
Recent Activity
New Position
0.14%
$368,309
2,957 shares@ $124.56 avg price
TSLATesla Inc
Recent Activity
New Position
0.11%
$287,531
1,099 shares@ $261.63 avg price