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:
29.79%
Gain -0.11%
Monthly
1.12%
Yearly
14.34%
Drawdown
16.17%
$175.14M
Equity
Holdings
$175.14M
Investment
$146.29M
$30.4M
Profit -$161,938.3
Realized
$1.55M
Unrealized
$28.85M
Dividends
$4.96M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$161,938.3
Win %
74%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.71M
Win %
74%
This Month
Compared to last month
Gain
-0.55%
Profit
-$966,450.19
Win %
74%
This Year
Compared to last year
Gain
0.52%
Profit
$956,756.45
Win %
74%
SPCX Space Exploration Technologies Corp. Class A
+9.65%
+$19,495.76 
LGVN Longeveron Inc.
+7.95%
+$783.75 
STX Seagate Technology Holdings plc
+7.03%
+$20,076.12 
GLW Corning Incorporated
+5.18%
+$14,883 
MU Micron Technology, Inc.
+4.92%
+$27,415.56 
KLAC KLA Corporation
+3.88%
+$5,438.22 
BAI iShares A.I. Innovation and Tech Active ETF
+3.65%
+$34,480.08 
INTC Intel Corporation
+3.32%
+$5,754.24 
NVDA NVIDIA Corporation
+3.03%
+$114,481.41 
CSCO Cisco Systems, Inc.
+2.87%
+$12,278.55 
GEV GE Vernova Inc.
+2.77%
+$4,903.5 
WMT Walmart Inc.
+2.43%
+$7,342.5 
SOXX iShares Semiconductor ETF
+2.32%
+$9,369.54 
MTUM iShares MSCI USA Momentum Factor ETF
+2.07%
+$17,693.91 
MRK Merck & Co., Inc.
+1.92%
+$5,590 
AMD Advanced Micro Devices, Inc.
+1.81%
+$4,012.25 
WFC Wells Fargo & Company
+1.69%
+$5,743.88 
IDEF iShares U.S. Defense & Aerospace Index ETF
+1.66%
+$14,005.26 
EEM iShares MSCI Emerging Markets ETF
+1.57%
+$5,500.2 
EWJ iShares MSCI Japan ETF
+1.57%
+$4,194.78 
XLK State Street Technology Select Sector SPDR ETF
+1.49%
+$3,387.71 
CAT Caterpillar Inc.
+1.45%
+$3,730.14 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+1.42%
+$6,057.4 
IEMG iShares Core MSCI Emerging Markets ETF
+1.41%
+$26,854.45 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.39%
+$3,594.82 
BAC Bank of America Corporation
+1.27%
+$3,799.71 
VGT Vanguard Information Technology ETF
+1.19%
+$6,234.8 
FTEC Fidelity MSCI Information Technology Index ETF
+1.19%
+$6,874.54 
SCHA Schwab U.S. Small-Cap ETF
+1.01%
+$34,743.45 
GLD SPDR Gold Shares
+0.99%
+$11,198.94 
IAU iShares Gold Trust
+0.97%
+$2,366.4 
IWP iShares Russell Mid-Cap Growth ETF
+0.93%
+$2,957.38 
PLD Prologis Inc.
+0.88%
+$1,821.63 
JPM JPMorgan Chase & Co.
+0.87%
+$8,060.38 
UNH UnitedHealth Group Incorporated
+0.84%
+$1,910.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.84%
+$2,695.59 
IYW iShares U.S. Technology ETF
+0.82%
+$4,408.4 
CORO Ishares International Country Rotational Active ETF
+0.82%
+$5,981.4 
SCHV Schwab U.S. Large-Cap Value ETF
+0.8%
+$2,576.28 
IWO iShares Russell 2000 Growth ETF
+0.8%
+$2,158.33 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$4,730.25 
REET iShares Global REIT ETF
+0.69%
+$10,127.38 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$2,415.72 
VO Vanguard Mid-Cap ETF
+0.58%
+$37,584 
IWM iShares Russell 2000 ETF
+0.57%
+$2,084.64 
THRO iShares U.S. Thematic Rotation Active ETF
+0.57%
+$3,538 
COST Costco Wholesale Corporation
+0.56%
+$3,846.66 
EFG iShares MSCI EAFE Growth ETF
+0.51%
+$6,154.24 
AVDE Avantis International Equity ETF
+0.5%
+$2,374.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.5%
+$13,750.45 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.49%
+$1,568.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.48%
+$25,073.11 
AMGN Amgen Inc.
+0.45%
+$1,767.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.45%
+$14,026.95 
LLY Eli Lilly and Company
+0.43%
+$2,046.14 
IJR iShares Core S&P Small-Cap ETF
+0.42%
+$922.32 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$67,676.7 
VTV Vanguard Value ETF
+0.42%
+$3,326.66 
JNJ Johnson & Johnson
+0.41%
+$1,246.57 
IWR iShares Russell Mid-Cap ETF
+0.41%
+$1,332.16 
IJH iShares Core S&P Mid-Cap ETF
+0.37%
+$918.14 
SCHB Schwab U.S. Broad Market ETF
+0.37%
+$949.63 
FDVV Fidelity High Dividend ETF
+0.36%
+$3,483.35 
FIVA Fidelity International Value Factor ETF
+0.35%
+$1,129.93 
SPGI S&P Global Inc.
+0.34%
+$988.41 
XAR SPDR S&P Aerospace & Defense ETF
+0.34%
+$988.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$5,801.4 
IVLU iShares MSCI International Value Factor ETF
+0.32%
+$1,183.72 
VUG Vanguard Growth ETF
+0.32%
+$1,111.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$2,505.14 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.3%
+$1,280.85 
IWB iShares Russell 1000 ETF
+0.3%
+$2,477.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$68,354 
BLCR iShares Large Cap Core ACT ETF
+0.26%
+$2,091.94 
EFV iShares MSCI EAFE Value ETF
+0.26%
+$3,116.19 
IVV iShares Core S&P 500 ETF
+0.25%
+$24,357.17 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$2,630.58 
VOO Vanguard S&P 500 ETF
+0.25%
+$3,981.3 
EZU iShares MSCI Eurozone ETF
+0.22%
+$1,016.32 
FIDU Fidelity MSCI Industrials Index ETF
+0.21%
+$502.11 
ETN Eaton Corporation plc
+0.15%
+$419.41 
IWS iShares Russell Mid-Cap Value ETF
+0.15%
+$359.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.14%
+$391.23 
OEF iShares S&P 100 ETF
+0.13%
+$1,304.07 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$882.63 
BSV Vanguard Short-Term Bond ETF
+0.12%
+$649.44 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$14,447.29 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$893.83 
IEF iShares 7-10 Year Treasury Bond ETF
+0.1%
+$247.86 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$2,666.16 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.09%
+$272.16 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.09%
+$194.3 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.08%
+$374.94 
JCPB JPMorgan Core Plus Bond ETF
+0.07%
+$707.76 
JBND JPMorgan Active Bond ETF
+0.06%
+$254.7 
NEE NextEra Energy, Inc.
+0.05%
+$98.6 
FBND Fidelity Total Bond ETF
+0.04%
+$2,874.3 
NEAR iShares Short Maturity Bond ETF
+0.04%
+$131 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$533.87 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$59.82 
VNLA Janus Henderson Short Duration Income ETF
+0.02%
+$43.81 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
+0.02%
+$128.8 
SHV iShares Short Treasury Bond ETF
+0.02%
+$41.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$29.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 SEIE
SEIE
0%
$0 
BNAIW Brand Engagement Networks Inc.
-15.58%
-$341.34 
TPL Texas Pacific Land Corporation
-6.08%
-$121,722.6 
META Meta Platforms Inc Class A
-3.38%
-$31,945.55 
HD The Home Depot, Inc.
-3.12%
-$9,878.72 
EOLS Evolus Inc.
-2.64%
-$2,347.4 
MCK McKesson Corporation
-2.56%
-$12,579.84 
LIN Linde plc
-2.26%
-$13,719.6 
MSFT Microsoft Corp.
-2.26%
-$56,069.26 
AMZN Amazon.com Inc
-1.83%
-$76,052.44 
TXN Texas Instruments Inc
-1.65%
-$4,161.75 
TSLA Tesla, Inc.
-1.59%
-$15,422.97 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$7,099.54 
URI United Rentals, Inc.
-1.08%
-$5,014.24 
IBM International Business Machines Corporation
-1.02%
-$2,274.08 
UAL United Airlines Holdings, Inc.
-0.94%
-$3,041.64 
V Visa Inc. Class A
-0.94%
-$2,386.8 
AAPL Apple Inc.
-0.87%
-$39,133.92 
DHR Danaher Corporation
-0.8%
-$1,846.35 
PG Procter & Gamble Co
-0.78%
-$1,791.05 
GE General Electric Company
-0.74%
-$3,396.13 
ORLY O'Reilly Automotive Inc.
-0.56%
-$1,296.87 
ABBV AbbVie Inc.
-0.53%
-$2,283.62 
RTX RTX Corporation
-0.49%
-$1,741.32 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.33%
-$800.86 
MA Mastercard Incorporated
-0.3%
-$803.7 
ADI Analog Devices, Inc.
-0.23%
-$634.23 
ILCV iShares Morningstar Value ETF
-0.21%
-$492.2 
IEV iShares Europe ETF
-0.2%
-$544.2 
GOOG Alphabet Inc
-0.18%
-$2,366.91 
MOAT VanEck Morningstar Wide Moat Fund
-0.14%
-$630.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.11%
-$407.16 
PTY PIMCO Corporate & Income Opportunity Fund
-0.08%
-$411.31 
GOOGL Alphabet Inc
-0.08%
-$795.83 
CVX Chevron Corporation
-0.03%
-$136.74 
XOM Exxon Mobil Corporation
-0.03%
-$499.55 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$167.56 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.02%
-$73.47 
FVD First Trust Value Line Dividend Index Fund
-0.02%
-$60.21 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$55.71 
PM Philip Morris International Inc.
-0.02%
-$42.84 
AVGO Broadcom Inc.
-0.01%
-$93.02 Events
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Dividends
Dividend Analysis
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| Trades 885 | Longs Won 607/885 68% | Profit Factor 9.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $219,374.17 |
| Average Win $55,781.81 | Best Trade (Aug 14) $5.55M | Sharpe Ratio -13.68 |
| Average Loss -$12,426.76 | Worst Trade (Sep 11) -$460,624.56 | Z-Score 12.5 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $34,355.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,712 | $3.53M | $4.45M | - | $914,428.96 | 25.89% | -0.872% |
| ABBV AbbVie Inc. | 1,717 | $335,564.13 | $427,120.9 | - | $91,556.77 | 27.28% | -0.532% |
| ADI Analog Devices, Inc. | 729 | $147,061.08 | $280,249.47 | - | $133,188.39 | 90.57% | -0.226% |
| AGG iShares Core U.S. Aggregate Bond ETF | 131,339 | $13.23M | $12.8M | - | -$431,261.32 | -3.26% | +0.113% |
| AMD Advanced Micro Devices, Inc. | 466 | $270,588 | $225,045.38 | - | -$45,542.62 | -16.83% | +1.815% |
| AMGN Amgen Inc. | 940 | $276,172.46 | $391,209.2 | - | $115,036.74 | 41.65% | +0.454% |
| AMZN Amazon.com Inc | 15,241 | $2.94M | $4.07M | - | $1.13M | 38.55% | -1.833% |
| AVDE Avantis International Equity ETF | 5,052 | $337,756.52 | $475,090.08 | - | $137,333.56 | 40.66% | +0.502% |
| AVGO Broadcom Inc. | 3,102 | $656,303.87 | $1.29M | - | $634,283.23 | 96.64% | -0.007% |
| BAC Bank of America Corporation | 4,691 | $198,470.98 | $304,023.71 | - | $105,552.73 | 53.18% | +1.266% |
| BAI iShares A.I. Innovation and Tech Active ETF | 21,284 | $680,048.85 | $979,915.36 | - | $299,866.51 | 44.09% | +3.647% |
| BLCR iShares Large Cap Core ACT ETF | 16,092 | $694,635.16 | $807,657.48 | - | $113,022.32 | 16.27% | +0.26% |
| BNAIW Brand Engagement Networks Inc. | 16,815 | $771.01 | $1,849.65 | - | $1,078.64 | 139.9% | -15.579% |
| BND Vanguard Total Bond Market Index Fund | 12,769 | $958,367.71 | $922,943.32 | - | -$35,424.39 | -3.7% | +0.097% |
| BRK-B Berkshire Hathaway Inc. | 1,099 | $548,858.99 | $560,402.08 | - | $11,543.09 | 2.1% | -1.251% |
| BSV Vanguard Short-Term Bond ETF | 7,216 | $566,430.1 | $559,745.12 | - | -$6,684.98 | -1.18% | +0.116% |
| CAT Caterpillar Inc. | 305 | $223,243.11 | $260,957.99 | - | $37,714.88 | 16.89% | +1.45% |
| CORO Ishares International Country Rotational Active ETF | 19,938 | $729,731 | $738,902.28 | - | $9,171.28 | 1.26% | +0.816% |
| COST Costco Wholesale Corporation | 732 | $671,469.1 | $695,088.91 | - | $23,619.81 | 3.52% | +0.556% |
| CSCO Cisco Systems, Inc. | 3,559 | $222,720.51 | $440,888.92 | - | $218,168.41 | 97.96% | +2.865% |
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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 - $910,831.65, iShares Core MSCI International Developed Markets ETF (IDEV) - $878,250.12, Fidelity Total Bond ETF - $548,287.41, iShares MSCI EAFE Value ETF - $361,946.06, and State Street SPDR Portfolio S&P 500 ETF - $297,488.16. 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 Incorporated - $190,487.33, Intuit Inc - $125,513.18, Danaher Corporation - $108,124.15, 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 $4.96M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $923,267.85, iShares Core MSCI International Developed Markets ETF (IDEV) - $813,217.79, Fidelity Total Bond ETF - $557,544.31, Vanguard FTSE Emerging Markets ETF - $198,279.77, and Schwab U.S. TIPS ETF - $130,248.48. 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.
