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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
MCKMckesson Corp
Recent Activity
New Position
0.33%
$371,011
651 shares@ $569.91 avg price
UALUnited Airls Hldgs Inc
Recent Activity
New Position
0.26%
$294,527
3,033 shares@ $97.11 avg price
VOEVanguard Index Fds
Recent Activity
New Position
0.25%
$275,552
1,703 shares@ $161.81 avg price
WMTWalmart Inc
Recent Activity
New Position
0.25%
$272,763
3,019 shares@ $90.35 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
New Position
0.24%
$266,363
626 shares@ $425.5 avg price
JNJJohnson & Johnson
Recent Activity
New Position
0.23%
$257,809
1,783 shares@ $144.6 avg price
IJHIshares Tr
Recent Activity
New Position
0.23%
$251,544
4,037 shares@ $62.31 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.22%
$246,292
240 shares@ $1026.22 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.22%
$246,015
481 shares@ $511.47 avg price
VBVanguard Index Fds
Recent Activity
New Position
0.22%
$243,644
1,014 shares@ $240.29 avg price