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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

InvestmentPortfolio %Reported Value
SPLG
Spdr Ser Tr
Recent Activity
Increased 2.59%
14.95%
$16.941M
245,742 shares@ $68.94 avg price
AGG
Ishares Tr
Recent Activity
Increased 7.63%
9.72%
$11.018M
113,705 shares@ $96.9 avg price
IDEV
Ishares Tr
Recent Activity
Increased 5.91%
8.17%
$9.258M
143,608 shares@ $64.47 avg price
FBND
Fidelity Merrimack Str Tr
Recent Activity
Increased 7.25%
5.13%
$5.806M
129,393 shares@ $44.88 avg price
IVV
Ishares Tr
Recent Activity
Increased 11.44%
4.22%
$4.778M
8,116 shares@ $588.69 avg price
VO
Vanguard Index Fds
Recent Activity
Increased 5.09%
4.21%
$4.766M
18,045 shares@ $264.14 avg price
AAPL
Apple Inc
Recent Activity
Increased 19.47%
3.19%
$3.606M
14,399 shares@ $250.43 avg price
VWO
Vanguard Intl Equity Index F
Recent Activity
Increased 6.49%
2.8%
$3.167M
71,917 shares@ $44.04 avg price
AMZN
Amazon Com Inc
Recent Activity
Increased 2.91%
2.59%
$2.937M
13,386 shares@ $219.39 avg price
SCHA
Schwab Strategic Tr
Recent Activity
Increased 109.03%
1.94%
$2.194M
84,861 shares@ $25.86 avg price

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