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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
GNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$341,071
10,100 shares@ $33.77 avg price
GSEPFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$321,163
9,500 shares@ $33.81 avg price
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$265,857
6,125 shares@ $43.41 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$252,670
5,869 shares@ $43.06 avg price
STZConstellation Brands Inc
Recent Activity
Exited
0%
$234,457
911 shares@ $257.37 avg price
OXY.⤦Occidental Pete Corp
Recent Activity
Exited
0%
$227,409
5,525 shares@ $41.16 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$226,585
1,306 shares@ $173.5 avg price
NFLXNetflix Inc
Recent Activity
Exited
0%
$222,036
329 shares@ $674.89 avg price
NUENucor Corp
Recent Activity
Exited
0%
$221,035
1,398 shares@ $158.11 avg price
EXCExelon Corp
Recent Activity
Exited
0%
$217,279
6,278 shares@ $34.61 avg price