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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
EFGIshares Tr
Recent Activity
Increased 35.95%
0.83%
$938,525
9,693 shares@ $96.83 avg price
METAMeta Platforms Inc
Recent Activity
Increased 6.89%
0.78%
$873,193
1,491 shares@ $585.65 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.16%
0.77%
$865,951
8,050 shares@ $107.58 avg price
TSLATesla Inc
Recent Activity
Increased 0.81%
0.76%
$857,304
2,123 shares@ $403.82 avg price
EFVIshares Tr
Recent Activity
Increased 22.89%
0.76%
$855,026
16,296 shares@ $52.47 avg price
REETIshares Tr
Recent Activity
Increased 3.73%
0.76%
$853,562
35,610 shares@ $23.97 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 8.64%
0.57%
$640,431
8,288 shares@ $77.28 avg price
TFLOIshares Tr
Recent Activity
Increased 23.86%
0.57%
$639,058
12,662 shares@ $50.48 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300.25%
0.56%
$625,445
22,442 shares@ $27.87 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.77%
0.55%
$621,216
3,669 shares@ $169.32 avg price