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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
OCSLOaktree Specialty Lending Co
Recent Activity
Exited
0%
$210,120
11,171 shares@ $18.81 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$208,379
883 shares@ $235.99 avg price
MROMarathon Oil Corp
Recent Activity
Exited
0%
$207,401
7,234 shares@ $28.68 avg price
SBRASabra Health Care Reit Inc
Recent Activity
Exited
0%
$184,800
12,000 shares@ $15.4 avg price
HRHealthcare Rlty Tr
Recent Activity
Exited
0%
$176,336
10,700 shares@ $16.48 avg price
PDMPiedmont Office Realty Tr In
Recent Activity
Exited
0%
$84,364
11,636 shares@ $7.26 avg price
TELZTellurian Inc New
Recent Activity
Exited
0%
$8,103
11,700 shares@ $0.7 avg price
DNAGinkgo Bioworks Holdings Inc
Recent Activity
Exited
0%
$4,797
14,350 shares@ $0.34 avg price