Portfolio (Quarterly)
Guide ↗
Accel Wealth Management
· CIK 0001838226| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KRE | SPDR SERIES TRUST | — | 4,890 | $317K | 0.09% | SOLD |
| 2 | SHOP | SHOPIFY INC | Technology | 1,620 | $261K | 0.07% | SOLD |
| 3 | SPIP | SPDR SERIES TRUST | — | 9,718 | $252K | 0.07% | SOLD |
| 4 | ORCL | ORACLE CORP | Technology | 1,271 | $248K | 0.07% | SOLD |
| 5 | FPX | FIRST TR EXCHANGE-TRADED FD | — | 1,435 | $235K | 0.06% | SOLD |
| 6 | DIA | SPDR DOW JONES INDL AVERAGE | Financial Services | 478 | $230K | 0.06% | SOLD |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 3,873 | $222K | 0.06% | SOLD |
| 8 | DAUG | FIRST TR EXCHNG TRADED FD VI | — | 4,930 | $219K | 0.06% | SOLD |
| 9 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 340 | $212K | 0.06% | SOLD |
| 10 | CMI | CUMMINS INC | Industrials | 412 | $210K | 0.06% | SOLD |
| 11 | WFC | WELLS FARGO CO NEW | Financial Services | 2,254 | $210K | 0.06% | SOLD |
| 12 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 3,820 | $201K | 0.06% | SOLD |
Sector Allocation
Financial Services
28.7%
Technology
24.0%
Industrials
10.7%
Energy
7.2%
Consumer Cyclical
6.6%
Communication Services
5.5%
Consumer Defensive
5.5%
Healthcare
4.0%
Utilities
3.2%
Real Estate
3.0%