Accelerate Investment Advisors LLC Portfolio
Invests via Accelerate Investment Advisors LLC | Managed by Chris Giovinazzo, Nolan B. Hughes
Invests via Accelerate Investment Advisors LLC
Managed by Chris Giovinazzo, Nolan B. Hughes
Automatically Tracked
Company Profile
Registered as a boutique investment adviser, Accelerate Investment Advisors LLC provides wealth management and institutional portfolio advisory services with an emphasis on multi-asset allocation, fixed-income and equities strategies. The firm positions itself as a value-add allocator offering discretionary portfolio management, model delivery and customized overlay solutions for family offices, RIAs and small institutions. Investment approach blends fundamental research with quantitative portfolio construction and a fee-for-service model focused on scalable, risk-aware solutions.
Registered as a boutique investment adviser, Accelerate Investment Advisors LLC provides wealth management and institutional portfolio advisory services with an emphasis on multi-asset allocation, fixed-income and equities strategies. The firm positions itself as a value-add allocator offering discretionary portfolio management, model delivery and customized overlay solutions for family offices, RIAs and small institutions. Investment approach blends fundamental research with quantitative portfolio construction and a fee-for-service model focused on scalable, risk-aware solutions.
Investment Philosophy & Strategy
Positions as a boutique allocator prioritizing multi-asset diversification, risk-aware fixed income and selective equity exposures. Combines bottom-up fundamental research with quantitative portfolio construction, delivering discretionary mandates, scalable model portfolios and customized overlay solutions to family offices, RIAs and small institutions. Emphasizes value-oriented security selection, liability-aware asset allocation, dynamic risk budgeting and fee-for-service alignment to preserve capital and capture long-term real returns. Underwriting favors liquid, high-conviction ideas and robust implementation to control transaction costs and tail risk.
Positions as a boutique allocator prioritizing multi-asset diversification, risk-aware fixed income and selective equity exposures. Combines bottom-up fundamental research with quantitative portfolio construction, delivering discretionary mandates, scalable model portfolios and customized overlay solutions to family offices, RIAs and small institutions. Emphasizes value-oriented security selection, liability-aware asset allocation, dynamic risk budgeting and fee-for-service alignment to preserve capital and capture long-term real returns. Underwriting favors liquid, high-conviction ideas and robust implementation to control transaction costs and tail risk.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.09%
Gain -0.14%
Monthly
1%
Yearly
12.75%
Drawdown
16.17%
$173.31M
Equity
Holdings
$173.31M
Investment
$146.29M
$28.57M
Profit -$177,393.14
Realized
$1.55M
Unrealized
$27.02M
Dividends
$5.24M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$177,393.14
Win %
74%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$204,397.95
Win %
74%
This Month
Compared to last month
Gain
-0.09%
Profit
-$148,836.5
Win %
74%
This Year
Compared to last year
Gain
-0.53%
Profit
-$876,489.51
Win %
74%
MU Micron Technology Inc.
+3.48%
+$19,095.39 
TPL Texas Pacific Land Corporation
+3.34%
+$61,080.62 
XOM ExxonMobil Holdings Corporation
+2.92%
+$51,953.2 
CVX Chevron Corporation
+2.85%
+$14,745.11 
AMD Advanced Micro Devices Inc.
+2.36%
+$5,582.68 
INTC Intel Corporation
+1.73%
+$2,628.48 
STX Seagate Technology Holdings plc
+1.69%
+$3,768.84 
TXN Texas Instruments Inc.
+1.56%
+$3,911.15 
CSCO Cisco Systems, Inc.
+1.52%
+$5,674.11 
SPCX Space Exploration Technologies Corp. Class A
+1.48%
+$3,251.82 
ADI Analog Devices, Inc.
+1.28%
+$3,601.26 
BAI iShares A.I. Innovation and Tech Active ETF
+1.26%
+$10,748.42 
LGVN Longeveron Inc. Class A Common Stock
+1.26%
+$28.5 
GLW Corning Incorporated
+1.22%
+$2,724.04 
SOXX iShares Semiconductor ETF
+1.17%
+$4,197.8 
AVGO Broadcom Inc.
+0.96%
+$9,647.25 
MTUM iShares MSCI USA Momentum Factor ETF
+0.91%
+$7,282.44 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$1,993.61 
FTEC Fidelity MSCI Information Technology Index ETF
+0.83%
+$4,717.44 
VGT Vanguard Information Technology ETF
+0.8%
+$4,142 
MSFT Microsoft Corporation Common Stock
+0.77%
+$19,645.43 
IYW iShares U.S. Technology ETF
+0.74%
+$3,959 
QQQ Invesco QQQ Trust, Series 1
+0.49%
+$3,117.46 
TSLA Tesla, Inc.
+0.43%
+$4,714.23 
EEM iShares MSCI Emerging Markets ETF
+0.42%
+$1,388.4 
EMGF iShares Emerging Markets Equity Factor ETF
+0.36%
+$889.44 
IEMG iShares Core MSCI Emerging Markets ETF
+0.3%
+$5,465.95 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$473.54 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$559.85 
IWF iShares Russell 1000 Growth ETF
+0.15%
+$530.29 
IBM International Business Machines Corporation
+0.14%
+$326.2 
NVDA NVIDIA Corporation
+0.14%
+$5,037.88 
THRO iShares U.S. Thematic Rotation Active ETF
+0.08%
+$495.32 
VUG Vanguard Morningstar Growth ETF
+0.06%
+$218.35 
ABBV AbbVie Inc.
+0.06%
+$283.31 
IWP iShares Russell Mid-Cap Growth ETF
+0.05%
+$143.46 
SEIM SEI QiM U.S. Large Cap Momentum Active ETF
+0.05%
+$195.4 
IVW iShares S&P 500 Growth ETF
+0.05%
+$1,447.22 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$119.64 
PLD Prologis, Inc.
+0.04%
+$66.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$94.53 
LIN Linde plc
+0.03%
+$191.58 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$52.05 
KLAC KLA Corporation
+0.02%
+$20.97 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$77.44 
VNLA Janus Henderson Short Duration Income ETF
+0.01%
+$21.91 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NEAR iShares Short Duration Bond Active ETF
0%
$0 
TIPX State Street SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 SEIE
SEIE
0%
$0 
BNAIW Brand Engagement Networks Inc.
-34.86%
-$472.5 
EOLS Evolus Inc.
-3.94%
-$3,118.84 
UAL United Airlines Holdings, Inc.
-3.81%
-$9,942.84 
HD The Home Depot, Inc.
-2.69%
-$7,867.2 
GE General Electric Company
-2.33%
-$8,490.3 
URI United Rentals Inc.
-2.17%
-$9,816.84 
CAT Caterpillar Inc.
-2.12%
-$4,550.6 
PG The Procter & Gamble Company
-1.98%
-$5,161.55 
LLY Eli Lilly and Company
-1.85%
-$9,413.8 
MA Mastercard Inc. Class A Common Stock
-1.77%
-$5,261.65 
MRK Merck & Co., Inc.
-1.68%
-$5,534.12 
RTX RTX Corporation
-1.64%
-$5,049.77 
JNJ Johnson & Johnson
-1.58%
-$4,980.36 
ORLY O'Reilly Automotive Inc.
-1.52%
-$3,493.1 
V Visa Inc. Class A
-1.22%
-$3,552.12 
FIDU Fidelity MSCI Industrials Index ETF
-1.15%
-$2,414.91 
DHR Danaher Corp.
-0.99%
-$2,551.32 
JPM JPMorgan Chase & Co.
-0.96%
-$8,317.08 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.96%
-$2,055.9 
COST Costco Wholesale Corp
-0.93%
-$6,954 
AMGN Amgen Inc. Common Stock
-0.88%
-$3,689.5 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.87%
-$2,610.3 
PM Philip Morris International Inc.
-0.87%
-$2,513.28 
MOAT VanEck Morningstar Wide Moat ETF
-0.81%
-$3,585.4 
FVD First Trust Value Line Dividend Index Fund
-0.8%
-$2,438.51 
IDEF iShares Defense Industrials Active ETF
-0.77%
-$5,553.81 
WMT Walmart Inc.
-0.76%
-$2,456.4 
GLD SPDR Gold Shares
-0.71%
-$7,381.08 
SEIQ SEI QiM U.S. Large Cap Quality Active ETF
-0.71%
-$1,736.06 
IAU iShares Gold Trust
-0.67%
-$1,508.58 
EFG iShares MSCI EAFE Growth ETF
-0.67%
-$7,596.64 
SEIV SEI QiM U.S. Large Cap Value Active ETF
-0.67%
-$2,860.57 
IEV iShares Europe ETF
-0.63%
-$1,620.63 
PTY PIMCO Corporate & Income Opportunity Fund
-0.61%
-$2,673.51 
EZU iShares MSCI Eurozone ETF
-0.6%
-$2,477.29 
AVDE Avantis International Equity Fund Institutional Class
-0.52%
-$2,349.18 
SPGI S&P Global Inc.
-0.51%
-$1,612.3 
AMZN Amazon.com Inc
-0.48%
-$18,371.5 
FDVV Fidelity High Dividend ETF
-0.47%
-$4,467.77 
FIVA Fidelity International Value Factor ETF
-0.47%
-$1,463.22 
IDEV iShares Core MSCI International Developed Markets ETF
-0.47%
-$72,882.6 
EWJ iShares MSCI Japan ETF
-0.47%
-$1,222.32 
IVLU iShares MSCI Intl Value Factor ETF
-0.46%
-$1,648.72 
IWO iShares Russell 2000 Growth ETF
-0.44%
-$1,065.29 
META Meta Platforms Inc Class A
-0.43%
-$4,428.56 
QUAL iShares MSCI USA Quality Factor ETF
-0.43%
-$2,839.03 
SCHV Schwab U.S. Large-Cap Value ETF
-0.39%
-$1,242.13 
VTV Vanguard Morningstar Value ETF
-0.37%
-$3,008.15 
NEE NextEra Energy Inc.
-0.37%
-$739.5 
BAC Bank of America Corporation
-0.36%
-$867.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.36%
-$968.78 
ILCV iShares Morningstar Value ETF
-0.35%
-$834.6 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.35%
-$1,111.12 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.34%
-$21,532.5 
WFC Wells Fargo & Company
-0.34%
-$1,086.68 
IVE iShares S&P 500 Value ETF
-0.32%
-$8,925.84 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$696.52 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$3,487.16 
BRK-B Berkshire Hathaway Inc.
-0.29%
-$1,725.43 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$1,675.6 
IWM iShares Russell 2000 ETF
-0.26%
-$884.76 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$8,437.69 
VEA Vanguard FTSE Developed Markets ETF
-0.26%
-$795.42 
IWS iShares Russell Mid-Cap Value ETF
-0.25%
-$618.34 
GOOGL Alphabet Inc
-0.22%
-$2,160.15 
REET iShares Global REIT ETF
-0.19%
-$2,665.1 
BLCR iShares Large Cap Core Active ETF
-0.19%
-$1,475.64 
IWR iShares Russell Mid-Cap ETF
-0.19%
-$593.68 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$373.32 
BND Vanguard Total Bond Market ETF
-0.18%
-$1,658.69 
FBND Fidelity Total Bond ETF
-0.17%
-$10,778.62 
OEF iShares S&P 100 ETF
-0.17%
-$1,649.27 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.16%
-$38,278.24 
IVV iShares Core S&P 500 ETF
-0.15%
-$14,104.4 
GOOG Alphabet Inc
-0.15%
-$1,765.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$18,387.46 
JBND JPMorgan Active Bond ETF
-0.14%
-$636.75 
IEF iShares 7-10 Year Treasury Bond ETF
-0.14%
-$344.25 
SPY State Street SPDR S&P 500 ETF Trust
-0.14%
-$1,431.18 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.13%
-$3,535.83 
JCPB JPMorgan Core Plus Bond ETF
-0.13%
-$1,415.52 
VOO Vanguard S&P 500 ETF
-0.13%
-$2,093 
CORO iShares International Country Rotation Active ETF
-0.13%
-$897.21 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$562.43 
GEV GE Vernova Inc.
-0.11%
-$164.5 
VTI Vanguard Total Stock Market ETF
-0.11%
-$859.82 
UNH UnitedHealth Group Inc.
-0.1%
-$247.28 
IWB iShares Russell 1000 ETF
-0.1%
-$832.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$1,687.68 
SCHB Schwab U.S. Broad Market ETF
-0.09%
-$215.82 
VWO Vanguard FTSE Emerging Markets ETF
-0.08%
-$3,890.66 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
-0.08%
-$515.2 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$145.72 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$360.8 
ETN Eaton Corporation plc
-0.06%
-$137.71 
MCK McKesson Corporation
-0.04%
-$251.16 
SCHP Schwab U.S. TIPS ETF
-0.04%
-$533.87 
DDEC FT Vest U.S. Equity Deep Buffer ETF - December
-0.03%
-$73.79 
AAPL Apple Inc.
-0.01%
-$367.8 Events
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Dividends
Dividend Analysis
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| Trades 885 | Longs Won 607/885 68% | Profit Factor 8.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $213,826.96 |
| Average Win $53,661.39 | Best Trade (Oct 21) $5.44M | Sharpe Ratio -13.68 |
| Average Loss -$14,391.34 | Worst Trade (Oct 14) -$647,294.16 | Z-Score 9.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $32,284.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,712 | $3.53M | $5.12M | - | $1.59M | 45.02% | -0.007% |
| ABBV AbbVie Inc. | 1,717 | $335,564.13 | $489,954.53 | - | $154,390.4 | 46.01% | +0.058% |
| ADI Analog Devices, Inc. | 729 | $147,061.08 | $284,820.3 | - | $137,759.22 | 93.67% | +1.281% |
| AGG iShares Core U.S. Aggregate Bond ETF | 131,339 | $13.23M | $12.61M | - | -$621,702.87 | -4.7% | -0.146% |
| AMD Advanced Micro Devices Inc. | 466 | $270,588 | $242,278.06 | - | -$28,309.94 | -10.46% | +2.359% |
| AMGN Amgen Inc. Common Stock | 940 | $276,172.46 | $416,753.7 | - | $140,581.24 | 50.9% | -0.878% |
| AMZN Amazon.com Inc | 15,241 | $2.94M | $3.8M | - | $857,530.15 | 29.17% | -0.481% |
| AVDE Avantis International Equity Fund Institutional Class | 5,052 | $337,756.52 | $448,491.3 | - | $110,734.78 | 32.79% | -0.521% |
| AVGO Broadcom Inc. | 3,102 | $656,303.87 | $1.01M | - | $356,033.86 | 54.25% | +0.962% |
| BAC Bank of America Corporation | 4,691 | $198,470.98 | $238,748.44 | - | $40,277.46 | 20.29% | -0.362% |
| BAI iShares A.I. Innovation and Tech Active ETF | 21,284 | $680,048.85 | $864,662.5 | - | $184,613.65 | 27.15% | +1.259% |
| BLCR iShares Large Cap Core Active ETF | 16,092 | $694,635.16 | $777,538.08 | - | $82,902.92 | 11.93% | -0.189% |
| BNAIW Brand Engagement Networks Inc. | 16,815 | $771.01 | $882.79 | - | $111.78 | 14.5% | -34.864% |
| BND Vanguard Total Bond Market ETF | 12,769 | $958,367.71 | $909,537.15 | - | -$48,830.56 | -5.1% | -0.182% |
| BRK-B Berkshire Hathaway Inc. | 1,099 | $548,858.99 | $599,394.6 | - | $50,535.61 | 9.21% | -0.287% |
| BSV Vanguard Short-Term Bond ETF | 7,216 | $566,430.1 | $554,080.56 | - | -$12,349.54 | -2.18% | -0.065% |
| CAT Caterpillar Inc. | 305 | $223,243.11 | $210,184.65 | - | -$13,058.46 | -5.85% | -2.119% |
| CORO iShares International Country Rotation Active ETF | 19,938 | $729,731 | $703,711.71 | - | -$26,019.29 | -3.57% | -0.127% |
| COST Costco Wholesale Corp | 732 | $671,469.1 | $738,375.72 | - | $66,906.62 | 9.96% | -0.933% |
| CSCO Cisco Systems, Inc. | 3,559 | $222,720.51 | $378,977.62 | - | $156,257.11 | 70.16% | +1.52% |
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FAQ
Which stocks have generated the highest profits for Accelerate Investment Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $910,839.53, iShares Core MSCI International Developed Markets ETF - $878,250.12, Fidelity Total Bond ETF - $548,287.41, State Street SPDR Portfolio S&P 500 ETF - $362,853.72, and iShares MSCI EAFE Value ETF - $361,946.06. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Inc - $189,183.49, Intuit Inc - $125,513.18, Danaher Corp - $107,676.55, United Airlines Holdings, Inc - $78,575.18, and Kayne Anderson BDC Inc - $43,341.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Accelerate Investment Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.24M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $923,275.73, iShares Core MSCI International Developed Markets ETF - $813,217.79, Fidelity Total Bond ETF - $557,544.31, Vanguard FTSE Emerging Markets ETF - $208,110.16, and State Street SPDR Portfolio S&P 500 ETF - $187,580.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Accelerate Investment Advisors LLC's monthly returns?
Accelerate Investment Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Accelerate Investment Advisors LLC's strategy be considered aggressive or moderate?
Accelerate Investment Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Accelerate Investment Advisors LLC's strategy?
Accelerate Investment Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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