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:
1.02%
Gain
Monthly
0.05%
Yearly
0.57%
Drawdown
22.5%
$164.55M
Equity
Holdings
$164.55M
Investment
$136.13M
$29.49M
Profit -$742,662.09
Realized
$1.07M
Unrealized
$28.42M
Dividends
$4.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$742,662.09
Win %
81%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$205,186
Win %
81%
This Month
Compared to last month
Gain
0.09%
Profit
$140,156.01
Win %
81%
This Year
Compared to last year
Gain
9.92%
Profit
$14.84M
Win %
80%
BNAIW Brand Engagement Networks Inc.
+8.41%
+$211.87 
MCK McKesson Corporation
+5.17%
+$22,978.44 
INTU Intuit Inc.
+4.95%
+$10,524.78 
PM Philip Morris International Inc.
+3.71%
+$10,105.26 
ABBV AbbVie Inc.
+3.58%
+$15,435 
ORLY O'Reilly Automotive Inc.
+3.48%
+$7,788.96 
MRK Merck & Co., Inc.
+3.2%
+$8,462.52 
IBM International Business Machines Corporation
+3.06%
+$6,182.22 
PSX Phillips 66
+2.88%
+$7,458.94 
AMGN Amgen Inc.
+2.81%
+$9,727.19 
VZ Verizon Communications Inc.
+2.67%
+$4,675.03 
MCD McDonald's Corporation
+2.65%
+$5,093.33 
COST Costco Wholesale Corporation
+2.52%
+$15,490.41 
MA Mastercard Incorporated
+2.41%
+$6,805.91 
LOW Lowe's Companies Inc.
+2.29%
+$4,497.6 
SPGI S&P Global Inc.
+2.18%
+$8,685.98 
V Visa Inc. Class A
+2%
+$5,695.1 
URI United Rentals, Inc.
+1.99%
+$8,642.37 
WMT Walmart Inc.
+1.96%
+$6,212.8 
SCHD Schwab U.S. Dividend Equity ETF
+1.92%
+$4,552.66 
PG Procter & Gamble Co
+1.78%
+$4,179.07 
REET iShares Global REIT ETF
+1.7%
+$24,606.42 
FVD First Trust Value Line Dividend Index Fund
+1.68%
+$5,039.72 
AAPL Apple Inc.
+1.68%
+$74,691.45 
MSFT Microsoft Corp.
+1.63%
+$31,652.6 
DVY iShares Select Dividend ETF
+1.46%
+$4,686.35 
JNJ Johnson & Johnson
+1.32%
+$4,072.24 
CVX Chevron Corporation
+1.24%
+$5,525.68 
HD The Home Depot, Inc.
+1.22%
+$3,689.35 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.12%
+$3,070.65 
MOAT VanEck Morningstar Wide Moat Fund
+1.07%
+$4,589.64 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.96%
+$2,219.88 
XOM Exxon Mobil Corporation
+0.9%
+$11,213.95 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$21,559.72 
IWS iShares Russell Mid-Cap Value ETF
+0.78%
+$1,832.24 
LIN Linde plc
+0.64%
+$4,300.05 
WFC Wells Fargo & Company
+0.53%
+$1,786.07 
BRK-B Berkshire Hathaway Inc.
+0.39%
+$1,694.78 
FDVV Fidelity High Dividend ETF
+0.36%
+$1,259.33 
VTV Vanguard Value ETF
+0.32%
+$2,546.56 
ILCV iShares Morningstar Value ETF
+0.32%
+$729.96 
PTY PIMCO Corporate & Income Opportunity Fund
+0.29%
+$1,555.82 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.24%
+$775.1 
TPL Texas Pacific Land Corporation
+0.21%
+$4,797.62 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.2%
+$813.77 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$408.24 
IWR iShares Russell Mid-Cap ETF
+0.14%
+$432.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.12%
+$1,662.6 
NEE NextEra Energy, Inc.
+0.05%
+$125.15 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$103.98 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$74.05 
SHV iShares Short Treasury Bond ETF
+0.01%
+$39.75 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$43.76 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$18.47 
SEIE
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
GLW Corning Incorporated
-10%
-$33,529.29 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$52,917.55 
GE General Electric Company
-4.76%
-$18,361.21 
AVGO Broadcom Inc.
-4.59%
-$59,440.4 
GOOG Alphabet Inc
-4.45%
-$54,894.07 
GOOGL Alphabet Inc
-4.43%
-$49,698.15 
CAT Caterpillar Inc.
-4.18%
-$10,860.16 
EOLS Evolus Inc.
-3.86%
-$2,457.3 
ETN Eaton Corporation plc
-3.86%
-$9,056.75 
MTUM iShares MSCI USA Momentum Factor ETF
-3.29%
-$32,011.95 
ADI Analog Devices, Inc.
-2.91%
-$9,408.13 
NVDA NVIDIA Corporation
-2.84%
-$91,945.44 
UAL United Airlines Holdings, Inc.
-2.77%
-$8,237.65 
META Meta Platforms Inc Class A
-2.72%
-$25,629.42 
IYW iShares U.S. Technology ETF
-2.51%
-$13,332.2 
EEM iShares MSCI Emerging Markets ETF
-2.34%
-$8,196.9 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.29%
-$5,516.8 
CSCO Cisco Systems, Inc.
-2.19%
-$9,655.45 
IWF iShares Russell 1000 Growth ETF
-2.19%
-$8,110.8 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$47,370.22 
FTEC Fidelity MSCI Information Technology Index ETF
-2.15%
-$10,572.37 
VGT Vanguard Information Technology ETF
-2.15%
-$10,921.8 
GLD SPDR Gold Shares
-1.97%
-$21,190.61 
IAU iShares Gold Trust
-1.93%
-$4,352.67 
QQQ Invesco QQQ Trust, Series 1
-1.87%
-$11,015.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.85%
-$51,258.96 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-1.7%
-$7,223.84 
IWP iShares Russell Mid-Cap Growth ETF
-1.69%
-$5,230.59 
BLCR iShares Large Cap Core ACT ETF
-1.68%
-$10,334.33 
IWO iShares Russell 2000 Growth ETF
-1.64%
-$4,355.51 
VUG Vanguard Growth ETF
-1.56%
-$5,285.46 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.55%
-$9,295.3 
AMZN Amazon.com Inc
-1.32%
-$50,988.15 
VWO Vanguard FTSE Emerging Markets ETF
-1.28%
-$66,236.28 
EFG iShares MSCI EAFE Growth ETF
-1.24%
-$11,875.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$3,882.56 
RTX RTX Corporation
-1.24%
-$3,838.12 
THRO iShares U.S. Thematic Rotation Active ETF
-1.2%
-$9,840.1 
FIVA Fidelity International Value Factor ETF
-1.17%
-$3,135.41 
BLK BlackRock, Inc.
-1.16%
-$2,643.85 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.12%
-$26,749.79 
SCHA Schwab U.S. Small-Cap ETF
-1.1%
-$39,719.88 
TSLA Tesla, Inc.
-1.05%
-$11,361.6 
JPM JPMorgan Chase & Co.
-1.03%
-$9,218.5 
AVDE Avantis International Equity ETF
-1.03%
-$5,563.26 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$3,406.46 
OEF iShares S&P 100 ETF
-0.88%
-$8,593.57 
IVLU iShares MSCI International Value Factor ETF
-0.87%
-$3,151.66 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.82%
-$129,683.52 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$6,885.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.75%
-$12,543.84 
IVV iShares Core S&P 500 ETF
-0.75%
-$49,132.09 
VOO Vanguard S&P 500 ETF
-0.74%
-$11,348.13 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$185,947.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.72%
-$5,660.42 
SCHB Schwab U.S. Broad Market ETF
-0.7%
-$1,695.56 
IWB iShares Russell 1000 ETF
-0.67%
-$4,976.26 
EFV iShares MSCI EAFE Value ETF
-0.56%
-$10,213.62 
FIDU Fidelity MSCI Industrials Index ETF
-0.5%
-$1,140.48 
IEV iShares Europe ETF
-0.46%
-$1,215.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.39%
-$1,161.85 
IWM iShares Russell 2000 ETF
-0.35%
-$1,299.89 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.22%
-$633.83 
VO Vanguard Mid-Cap ETF
-0.13%
-$8,581.86 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$302.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$286.7 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$373.08 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$1,055.67 
IEF iShares 7-10 Year Treasury Bond ETF
-0.06%
-$135.42 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$190.38 
FBND Fidelity Total Bond ETF
-0.06%
-$3,499.2 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$327.82 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.03%
-$59.98 
KNRG Simplify Kayne Anderson Energy and Infrastructure Credit ETF
-0.02%
-$128.8 
BAC Bank of America Corporation
-0.02%
-$47.11 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$34.51 
AGG iShares Core U.S. Aggregate Bond ETF
0%
-$459.35 Events
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Dividends
Dividend Analysis
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| Trades 748 | Longs Won 529/748 70% | Profit Factor 14.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,627.9 |
| Average Win $59,739.22 | Best Trade (Jul 13) $5.1M | Sharpe Ratio -14.15 |
| Average Loss -$9,660.3 | Worst Trade (Jul 14) -$326,142.16 | Z-Score 13.94 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $39,420.38 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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