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Brent P. Nicks

@Accelerate Investment Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$113.391MTotal holdings100
Assets growth rate10.74%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Accelerate Investment Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Accelerate Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 113.391M in assets, with a quarterly growth rate of 10.74% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Brent P. Nicks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPLGSpdr Ser Tr
Recent Activity
Increased 2.59%
14.95%
$16.941M
245,742 shares@ $68.94 avg price
AGGIshares Tr
Recent Activity
Increased 7.63%
9.72%
$11.018M
113,705 shares@ $96.9 avg price
IDEVIshares Tr
Recent Activity
Increased 5.91%
8.17%
$9.258M
143,608 shares@ $64.47 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 7.25%
5.13%
$5.806M
129,393 shares@ $44.88 avg price
IVVIshares Tr
Recent Activity
Increased 11.44%
4.22%
$4.778M
8,116 shares@ $588.69 avg price
VOVanguard Index Fds
Recent Activity
Increased 5.09%
4.21%
$4.766M
18,045 shares@ $264.14 avg price
AAPLApple Inc
Recent Activity
Increased 19.47%
3.19%
$3.606M
14,399 shares@ $250.43 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 6.49%
2.8%
$3.167M
71,917 shares@ $44.04 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.91%
2.59%
$2.937M
13,386 shares@ $219.39 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 109.03%
1.94%
$2.194M
84,861 shares@ $25.86 avg price