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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
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.93%
1.51%
$1.707M
23,735 shares@ $71.92 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.33%
1.06%
$1.196M
9,302 shares@ $128.62 avg price
OEFIshares Tr
Recent Activity
Decreased -0.54%
0.42%
$475,736
1,647 shares@ $288.86 avg price
DIALColumbia Etf Tr I
Recent Activity
Decreased -0.12%
0.35%
$395,528
22,563 shares@ $17.53 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -2.87%
0.28%
$311,063
1,285 shares@ $242.08 avg price
IWBIshares Tr
Recent Activity
Decreased -7.63%
0.27%
$295,954
919 shares@ $322.04 avg price
YEARAb Active Etfs Inc
Recent Activity
Decreased -72.93%
0.23%
$253,043
5,026 shares@ $50.35 avg price
TIPXSpdr Ser Tr
Recent Activity
Decreased -1.01%
0.22%
$244,595
13,228 shares@ $18.5 avg price
IJRIshares Tr
Recent Activity
Decreased -9.19%
0.19%
$209,325
1,817 shares@ $115.21 avg price
GSEWGoldman Sachs Etf Tr
Recent Activity
Decreased -54.46%
0.18%
$202,230
2,619 shares@ $77.22 avg price