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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
NVDANvidia Corporation
Recent Activity
Increased 6.8%
1.84%
$2.084M
15,519 shares@ $134.3 avg price
VOOVanguard Index Fds
Recent Activity
Increased 7.66%
1.8%
$2.03M
3,768 shares@ $538.83 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Increased 0.17%
1.79%
$2.021M
1,828 shares@ $1105.74 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.39%
1.77%
$2.007M
4,762 shares@ $421.47 avg price
BNDVanguard Bd Index Fds
Recent Activity
Decreased -0.93%
1.51%
$1.707M
23,735 shares@ $71.92 avg price
IVWIshares Tr
Recent Activity
Increased 32.48%
1.51%
$1.705M
16,797 shares@ $101.53 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 112.39%
1.41%
$1.592M
61,646 shares@ $25.83 avg price
QUALIshares Tr
Recent Activity
Increased 20.42%
1.16%
$1.311M
7,360 shares@ $178.08 avg price
IVEIshares Tr
Recent Activity
Increased 31.91%
1.07%
$1.208M
6,326 shares@ $190.89 avg price
ITOTIshares Tr
Recent Activity
Decreased -0.33%
1.06%
$1.196M
9,302 shares@ $128.62 avg price