13F HOLDINGS REPORT
Accelerate Investment Advisors LLC
Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001213900-25-033475
Total Value
$119.4M
Positions
115
Other Managers
0
Confidential Omitted
No
Holdings (115)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SER TR | 78464A854 | 246,773 | $16.2M | 13.59% |
| 2 | ISHARES TR | 464287226 | 108,412 | $10.7M | 8.98% |
| 3 | ISHARES TR | 46435G326 | 145,982 | $10.1M | 8.42% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 133,516 | $6.1M | 5.10% |
| 5 | VANGUARD INDEX FDS | 922908629 | 18,307 | $4.7M | 3.96% |
| 6 | ISHARES TR | 464287200 | 8,413 | $4.7M | 3.96% |
| 7 | APPLE INC | AAPL | 15,353 | $3.4M | 2.86% |
| 8 | VANGUARD INTL EQUITY INDEX F | 922042858 | 72,936 | $3.3M | 2.76% |
| 9 | AMAZON COM INC | AMZN | 13,114 | $2.5M | 2.09% |
| 10 | TEXAS PACIFIC LAND CORPORATI | TPL | 1,828 | $2.4M | 2.03% |
| 11 | MICROSOFT CORP | MSFT | 5,409 | $2.0M | 1.70% |
| 12 | SCHWAB STRATEGIC TR | 808524607 | 86,208 | $2.0M | 1.69% |
| 13 | VANGUARD INDEX FDS | 922908363 | 3,894 | $2.0M | 1.68% |
| 14 | NVIDIA CORPORATION | NVDA | 16,752 | $1.8M | 1.52% |
| 15 | SCHWAB STRATEGIC TR | 808524870 | 65,554 | $1.8M | 1.48% |
| 16 | VANGUARD BD INDEX FDS | 921937835 | 23,471 | $1.7M | 1.44% |
| 17 | ISHARES TR | 46432F339 | 9,618 | $1.6M | 1.38% |
| 18 | ISHARES TR | 464287309 | 17,070 | $1.6M | 1.33% |
| 19 | ISHARES TR | 464287408 | 8,272 | $1.6M | 1.32% |
| 20 | BLACKROCK ETF TRUST | BLK | 26,647 | $1.3M | 1.09% |
| 21 | ISHARES TR | 464287150 | 9,230 | $1.1M | 0.94% |
| 22 | ISHARES TR | 464288877 | 18,119 | $1.1M | 0.89% |
| 23 | VANGUARD INDEX FDS | 922908769 | 3,706 | $1.0M | 0.85% |
| 24 | EXXON MOBIL CORP | XOM | 8,330 | $990,662 | 0.83% |
| 25 | ISHARES TR | 464287101 | 3,600 | $974,988 | 0.82% |
| 26 | ISHARES TR | 46434V647 | 38,711 | $939,128 | 0.79% |
| 27 | META PLATFORMS INC | META | 1,620 | $933,582 | 0.78% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,568 | $834,861 | 0.70% |
| 29 | VANGUARD INDEX FDS | 922908744 | 4,711 | $813,776 | 0.68% |
| 30 | SPDR GOLD TR | GLD | 2,620 | $754,906 | 0.63% |
| 31 | VANGUARD BD INDEX FDS | 921937827 | 9,283 | $726,677 | 0.61% |
| 32 | TESLA INC | TSLA | 2,725 | $706,221 | 0.59% |
| 33 | KAYNE ANDERSON BDC INC | KBDC | 41,828 | $678,450 | 0.57% |
| 34 | LINDE PLC | LIN | 1,386 | $645,584 | 0.54% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 679 | $642,615 | 0.54% |
| 36 | ISHARES TR | 464288885 | 6,335 | $633,455 | 0.53% |
| 37 | JPMORGAN CHASE & CO. | VYLD | 2,567 | $629,574 | 0.53% |
| 38 | SPDR S&P 500 ETF TR | SPY | 1,074 | $600,791 | 0.50% |
| 39 | ISHARES INC | 46434G103 | 11,110 | $599,582 | 0.50% |
| 40 | ISHARES TR | 464287721 | 3,934 | $552,547 | 0.46% |
| 41 | ISHARES TR | 464287622 | 1,774 | $544,214 | 0.46% |
| 42 | ISHARES TR | 464287879 | 5,401 | $526,505 | 0.44% |
| 43 | BROADCOM INC | AVGO | 3,053 | $511,143 | 0.43% |
| 44 | ALPHABET INC | GOOG | 3,141 | $485,684 | 0.41% |
| 45 | CHEVRON CORP NEW | CVX | 2,833 | $473,985 | 0.40% |
| 46 | ALPHABET INC | GOOG | 3,011 | $470,464 | 0.39% |
| 47 | UNITEDHEALTH GROUP INC | UNH | 892 | $466,937 | 0.39% |
| 48 | AMGEN INC | AMGN | 1,496 | $466,171 | 0.39% |
| 49 | S&P GLOBAL INC | SPGI | 878 | $445,964 | 0.37% |
| 50 | MCKESSON CORP | MCK | 653 | $439,297 | 0.37% |
| 51 | ISHARES INC | 46434G764 | 7,654 | $421,659 | 0.35% |
| 52 | ISHARES TR | 46434V860 | 8,224 | $416,606 | 0.35% |
| 53 | AMERICAN CENTY ETF TR | 025072703 | 6,198 | $410,729 | 0.34% |
| 54 | INTUIT | INTU | 641 | $393,555 | 0.33% |
| 55 | VANECK ETF TRUST | 92189F643 | 4,273 | $376,055 | 0.31% |
| 56 | PIMCO CORPORATE & INCOME OPP | PTY | 25,937 | $375,049 | 0.31% |
| 57 | ISHARES TR | 46432F396 | 1,735 | $350,696 | 0.29% |
| 58 | WELLS FARGO CO NEW | 949746101 | 4,849 | $348,113 | 0.29% |
| 59 | INVESCO QQQ TR | IVZ | 732 | $343,233 | 0.29% |
| 60 | JOHNSON & JOHNSON | JNJ | 2,007 | $332,853 | 0.28% |
| 61 | VISA INC | V | 941 | $329,672 | 0.28% |
| 62 | SCHWAB STRATEGIC TR | 808524409 | 12,200 | $324,265 | 0.27% |
| 63 | SCHWAB STRATEGIC TR | 808524300 | 12,930 | $323,767 | 0.27% |
| 64 | VANGUARD INDEX FDS | 922908751 | 1,430 | $317,103 | 0.27% |
| 65 | WALMART INC | WMT | 3,550 | $311,650 | 0.26% |
| 66 | AMERICAN TOWER CORP NEW | 03027X100 | 1,430 | $311,069 | 0.26% |
| 67 | SCHWAB STRATEGIC TR | 808524839 | 13,328 | $308,675 | 0.26% |
| 68 | SCHWAB STRATEGIC TR | 808524854 | 12,336 | $306,683 | 0.26% |
| 69 | VANGUARD WORLD FD | 92204A702 | 545 | $295,597 | 0.25% |
| 70 | FIRST TR VALUE LINE DIVID IN | 33734H106 | 6,516 | $290,560 | 0.24% |
| 71 | PIMCO ETF TR | 72201R833 | 2,832 | $284,933 | 0.24% |
| 72 | ISHARES TR | 464287861 | 4,886 | $284,365 | 0.24% |
| 73 | LOWES COS INC | 548661107 | 1,209 | $281,938 | 0.24% |
| 74 | VANGUARD INDEX FDS | 922908538 | 1,111 | $271,795 | 0.23% |
| 75 | ISHARES TR | 46434V803 | 7,418 | $269,199 | 0.23% |
| 76 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 626 | $262,845 | 0.22% |
| 77 | OREILLY AUTOMOTIVE INC | 67103H107 | 182 | $260,730 | 0.22% |
| 78 | MASTERCARD INCORPORATED | MA | 474 | $259,905 | 0.22% |
| 79 | GOLDMAN SACHS ETF TR | NVGLF | 3,380 | $256,979 | 0.22% |
| 80 | AB ACTIVE ETFS INC | 00039J103 | 5,026 | $254,350 | 0.21% |
| 81 | SPDR SER TR | 78468R861 | 13,189 | $253,088 | 0.21% |
| 82 | PROCTER AND GAMBLE CO | 742718109 | 1,481 | $252,426 | 0.21% |
| 83 | BLACKROCK INC | BLK | 258 | $243,994 | 0.20% |
| 84 | ABBVIE INC | ABBV | 1,154 | $241,762 | 0.20% |
| 85 | MCDONALDS CORP | MCD | 758 | $236,822 | 0.20% |
| 86 | FIRST TR EXCHNG TRADED FD VI | 33740U406 | 6,048 | $236,708 | 0.20% |
| 87 | BANK AMERICA CORP | 060505104 | 5,651 | $235,832 | 0.20% |
| 88 | ISHARES TR | 464287473 | 1,861 | $234,431 | 0.20% |
| 89 | CISCO SYS INC | CSCO | 3,793 | $234,037 | 0.20% |
| 90 | ANALOG DEVICES INC | ADI | 1,155 | $232,998 | 0.20% |
| 91 | PEPSICO INC | PEP | 1,547 | $231,992 | 0.19% |
| 92 | ACCENTURE PLC IRELAND | ACN | 727 | $226,873 | 0.19% |
| 93 | FIDELITY COVINGTON TRUST | 316092808 | 1,405 | $226,615 | 0.19% |
| 94 | JANUS DETROIT STR TR | 47103U886 | 4,587 | $225,442 | 0.19% |
| 95 | AFLAC INC | AFL | 2,024 | $225,076 | 0.19% |
| 96 | PHILIP MORRIS INTL INC | 718172109 | 1,412 | $224,079 | 0.19% |
| 97 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,407 | $223,992 | 0.19% |
| 98 | PHILLIPS 66 | PSX | 1,809 | $223,431 | 0.19% |
| 99 | NEXTERA ENERGY INC | NEE-PW | 3,149 | $223,215 | 0.19% |
| 100 | ISHARES TR | 464287705 | 1,849 | $221,360 | 0.19% |
| 101 | ALTRIA GROUP INC | MO | 3,665 | $219,955 | 0.18% |
| 102 | ABBOTT LABS | ABLZF | 1,648 | $218,657 | 0.18% |
| 103 | AUTOMATIC DATA PROCESSING IN | ADP | 713 | $217,701 | 0.18% |
| 104 | SELECT SECTOR SPDR TR | 81369Y803 | 1,047 | $216,117 | 0.18% |
| 105 | SCHWAB STRATEGIC TR | 808524102 | 9,904 | $213,233 | 0.18% |
| 106 | VANGUARD INDEX FDS | 922908736 | 572 | $212,253 | 0.18% |
| 107 | ISHARES TR | 464287507 | 3,593 | $209,678 | 0.18% |
| 108 | CHUBB LIMITED | CB | 688 | $207,786 | 0.17% |
| 109 | DANAHER CORPORATION | 235851102 | 1,003 | $205,677 | 0.17% |
| 110 | COCA COLA CO | KO | 2,865 | $205,161 | 0.17% |
| 111 | SCHWAB STRATEGIC TR | 808524805 | 10,265 | $203,041 | 0.17% |
| 112 | PROLOGIS INC. | PLDGP | 1,802 | $201,411 | 0.17% |
| 113 | PAYCHEX INC | PAYX | 1,303 | $201,084 | 0.17% |
| 114 | DIREXION SHS ETF TR | 25460E265 | 16,313 | $116,150 | 0.10% |
| 115 | ONFOLIO HOLDINGS INC | ONFOW | 10,080 | $9,576 | 0.01% |