Portfolio (Quarterly)
Guide ↗
Accel Wealth Management
· CIK 0001838226| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | — | 2,041 | $870K | 0.23% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 2,615 | $591K | 0.15% | SOLD |
| 3 | BCD | ABRDN ETFS | — | 12,753 | $456K | 0.12% | SOLD |
| 4 | SPGI | S&P GLOBAL INC | Financial Services | 957 | $407K | 0.11% | SOLD |
| 5 | T | AT&T INC | Communication Services | 9,535 | $276K | 0.07% | SOLD |
| 6 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,841 | $241K | 0.06% | SOLD |
| 7 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 10,346 | $216K | 0.06% | SOLD |
| 8 | MDT | MEDTRONIC PLC | Healthcare | 2,459 | $213K | 0.06% | SOLD |
| 9 | XOVR | ENTREPRENEURSHARES SERIES TR | — | 12,280 | $207K | 0.05% | SOLD |
| 10 | UBER | UBER TECHNOLOGIES INC | Technology | 2,861 | $206K | 0.05% | SOLD |
| 11 | PSX | PHILLIPS 66 | Energy | 1,110 | $202K | 0.05% | SOLD |
| 12 | ILPT | INDUSTRIAL LOGISTICS PPTYS T | Real Estate | 10,206 | $58K | 0.01% | SOLD |
| 13 | — | GABELLI EQUITY TR INC | — | 338,780 | $2K | 0.00% | SOLD |
Sector Allocation
Technology
31.5%
Financial Services
26.1%
Industrials
9.8%
Consumer Cyclical
6.5%
Communication Services
5.5%
Energy
5.5%
Consumer Defensive
4.8%
Healthcare
3.7%
Utilities
2.8%
Real Estate
2.3%