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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
DDECFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.22%
$242,755
6,048 shares@ $40.14 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
0.21%
$231,109
994 shares@ $232.51 avg price
LOWLowes Cos Inc
Recent Activity
New Position
0.2%
$225,057
912 shares@ $246.78 avg price
MTUMIshares Tr
Recent Activity
New Position
0.2%
$224,715
1,086 shares@ $206.92 avg price
ACNAccenture Plc Ireland
Recent Activity
New Position
0.2%
$223,137
634 shares@ $351.96 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.19%
$213,170
1,272 shares@ $167.59 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.19%
$210,643
4,405 shares@ $47.82 avg price
IWFIshares Tr
Recent Activity
New Position
0.19%
$208,547
519 shares@ $401.83 avg price
PEPPepsico Inc
Recent Activity
New Position
0.19%
$206,878
1,361 shares@ $152.01 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.19%
$206,490
618 shares@ $334.13 avg price