Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, AVDV, SCHB, UPS, IJR, and represent 36.66% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$74M), IJH (+$24M), FNDA (+$13M), AVDV (+$9.6M), BRK.B (+$6.9M), MSFT (+$6.6M), VTV, VT, SCHG, EUSB.
- Started 11 new stock positions in KBDC, KMI, PLTR, FI, HWM, BLK, LCID, BROS, DELL, GS. EUSB.
- Reduced shares in these 10 stocks: VEU (-$43M), RBLX (-$11M), AGG (-$9.3M), 1/100 Berkshire Htwy Cla 100 (-$6.8M), VGLT (-$5.4M), EFA (-$5.2M), AMZN, VEA, SPYV, IJR.
- Sold out of its positions in Allurion Technologies, CMCSA, CSGP, DHR, GSLC, HEI, TLT, LMT, PHM, RBA. Revance Therapeutics, SPGI, SCHC, XLV, NOW, SBUX, UNP, VWO, VZLA.
- Accredited Investors was a net buyer of stock by $53M.
- Accredited Investors has $1.7B in assets under management (AUM), dropping by -2.38%.
- Central Index Key (CIK): 0001518364
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Portfolio Holdings for Accredited Investors
Accredited Investors holds 228 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.8 | $167M | +16% | 2.7M | 62.31 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 9.4 | $160M | +6% | 2.5M | 65.08 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.5 | $111M | +201% | 4.9M | 22.70 |
|
| United Parcel Service CL B (UPS) | 5.8 | $99M | 785k | 126.10 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $89M | 771k | 115.22 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $76M | 129k | 588.68 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 4.2 | $73M | +7% | 428k | 169.30 |
|
| Amazon (AMZN) | 3.7 | $64M | 290k | 219.39 |
|
|
| Apple (AAPL) | 3.5 | $60M | 240k | 250.42 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.4 | $59M | -8% | 778k | 75.61 |
|
| Roblox Corp Cl A (RBLX) | 3.4 | $58M | -15% | 997k | 57.86 |
|
| 1/100 Berkshire Hathaway Cl A | 3.2 | $55M | -11% | 8.0k | 6809.20 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.1 | $52M | 237k | 220.96 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.5 | $43M | 847k | 51.14 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.3 | $39M | 96k | 401.58 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.9 | $32M | -57% | 555k | 57.41 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.7 | $28M | 223k | 126.75 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $26M | +35% | 58k | 453.28 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $26M | +5% | 221k | 117.48 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.4 | $23M | +131% | 788k | 29.70 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $22M | -4% | 466k | 47.82 |
|
| Microsoft Corporation (MSFT) | 0.9 | $16M | +70% | 38k | 421.50 |
|
| Automatic Data Processing (ADP) | 0.9 | $15M | 51k | 292.73 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $14M | 341k | 42.05 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $14M | 24k | 586.09 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $13M | 254k | 52.47 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $10M | -2% | 80k | 129.34 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.6 | $9.9M | -35% | 179k | 55.35 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.6 | $9.7M | +2% | 94k | 103.32 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $9.6M | 72k | 134.29 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $8.6M | 186k | 46.44 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.5 | $8.4M | -2% | 201k | 41.61 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $8.0M | +2% | 28k | 289.81 |
|
| General Mills (GIS) | 0.5 | $7.7M | 121k | 63.77 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $7.4M | -2% | 22k | 343.41 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $7.3M | -3% | 60k | 121.59 |
|
| Old National Ban (ONB) | 0.4 | $6.0M | -5% | 278k | 21.70 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $5.9M | +5% | 31k | 190.44 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $5.0M | 21k | 239.71 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.0M | -3% | 65k | 76.14 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $4.9M | -65% | 50k | 96.90 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $4.0M | -4% | 36k | 110.25 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $3.9M | +10% | 78k | 49.72 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $3.8M | +10% | 59k | 64.62 |
|
| UnitedHealth (UNH) | 0.2 | $3.8M | -3% | 7.5k | 505.87 |
|
| 3M Company (MMM) | 0.2 | $3.7M | -6% | 29k | 129.09 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.5M | 11k | 322.16 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.2M | 14k | 240.28 |
|
|
| Us Bancorp Del Com New (USB) | 0.2 | $3.2M | 66k | 47.83 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.1M | +3% | 16k | 189.30 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $3.0M | 16k | 189.98 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.8M | 5.1k | 538.83 |
|
|
| Tesla Motors (TSLA) | 0.2 | $2.8M | -10% | 6.8k | 403.87 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.6M | 14k | 185.13 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.5M | 3.2k | 772.09 |
|
|
| Costco Whsl Corp New Com (COST) | 0.1 | $2.4M | 2.7k | 916.20 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.3M | +27% | 94k | 24.70 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | +16% | 4.4k | 511.23 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.2M | 17k | 128.62 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $2.2M | +2% | 3.7k | 585.46 |
|
| Gra (GGG) | 0.1 | $2.1M | +3% | 24k | 84.29 |
|
| Tactile Systems Technology, In (TCMD) | 0.1 | $2.0M | 115k | 17.13 |
|
|
| Travelers Companies (TRV) | 0.1 | $2.0M | 8.2k | 240.89 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.0M | 5.6k | 351.79 |
|
|
| Visa Cl A (V) | 0.1 | $1.9M | -5% | 6.0k | 316.04 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.9M | -9% | 11k | 167.65 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | -2% | 17k | 107.57 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.8M | +2% | 11k | 166.64 |
|
| Vanguard Index Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.8M | 30k | 58.93 |
|
|
| Home Depot (HD) | 0.1 | $1.7M | 4.4k | 389.01 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.6M | +3% | 14k | 113.11 |
|
| Aon Shs Cl A (AON) | 0.1 | $1.5M | 4.2k | 359.16 |
|
|
| SPS Commerce (SPSC) | 0.1 | $1.5M | 7.9k | 183.99 |
|
|
| Abbvie (ABBV) | 0.1 | $1.4M | +2% | 8.1k | 177.69 |
|
| Pepsi (PEP) | 0.1 | $1.4M | -12% | 9.3k | 152.06 |
|
| Xcel Energy (XEL) | 0.1 | $1.4M | 21k | 67.52 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.4M | +10% | 44k | 30.98 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.3M | -4% | 15k | 90.35 |
|
| American Express Company (AXP) | 0.1 | $1.3M | -4% | 4.3k | 296.78 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.3M | +298% | 46k | 27.87 |
|
| Wells Fargo New Com (WFC) | 0.1 | $1.2M | -20% | 18k | 70.24 |
|
| Heartland Financial USA (HTLF) | 0.1 | $1.2M | 20k | 61.30 |
|
|
| Fastenal Company (FAST) | 0.1 | $1.2M | -9% | 17k | 71.91 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.2M | +3% | 8.2k | 144.63 |
|
| Merck & Co (MRK) | 0.1 | $1.2M | 12k | 99.48 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $1.2M | -10% | 6.9k | 166.80 |
|
| Target Corporation (TGT) | 0.1 | $1.1M | 8.4k | 135.19 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.9k | 289.86 |
|
|
| Tennant Company (TNC) | 0.1 | $1.1M | 13k | 81.53 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.0M | -2% | 24k | 43.95 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | -2% | 5.1k | 195.83 |
|
| Medtronic SHS (MDT) | 0.1 | $917k | 12k | 79.88 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $892k | -2% | 1.6k | 569.67 |
|
| International Business Machines (IBM) | 0.1 | $880k | 4.0k | 219.83 |
|
|
| Coca-Cola Company (KO) | 0.1 | $873k | 14k | 62.26 |
|
|
| Walt Disney Company (DIS) | 0.0 | $841k | +3% | 7.6k | 111.35 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $839k | NEW | 20k | 42.48 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $835k | 15k | 56.56 |
|
|
| Caterpillar (CAT) | 0.0 | $829k | 2.3k | 362.80 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $807k | 3.6k | 226.09 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $796k | -2% | 7.5k | 106.55 |
|
| Netflix (NFLX) | 0.0 | $766k | -9% | 859.00 | 891.62 |
|
| Chevron Corp New Com (CVX) | 0.0 | $765k | 5.3k | 144.84 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $756k | -10% | 2.9k | 264.13 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $753k | 2.6k | 287.82 |
|
|
| Treace Med Concepts (TMCI) | 0.0 | $744k | +44% | 100k | 7.44 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $698k | -5% | 8.0k | 87.25 |
|
| Shopify Cl A (SHOP) | 0.0 | $683k | 6.4k | 106.33 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $654k | 1.8k | 366.16 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $654k | 2.2k | 300.46 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $650k | -28% | 2.8k | 232.52 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $647k | 4.9k | 132.10 |
|
|
| Ge Vernova (GEV) | 0.0 | $647k | 2.0k | 328.93 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $641k | 8.2k | 78.65 |
|
|
| Analog Devices (ADI) | 0.0 | $633k | -25% | 3.0k | 212.46 |
|
| Mosaic New Com (MOS) | 0.0 | $626k | -18% | 26k | 24.58 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $616k | -8% | 1.5k | 410.44 |
|
| Amphenol Corp New Cl A (APH) | 0.0 | $614k | 8.8k | 69.45 |
|
|
| Broadcom (AVGO) | 0.0 | $603k | +11% | 2.6k | 231.81 |
|
| Philip Morris International (PM) | 0.0 | $590k | -9% | 4.9k | 120.34 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $569k | 8.6k | 66.06 |
|
|
| Ecolab (ECL) | 0.0 | $566k | 2.4k | 234.34 |
|
|
| Amgen (AMGN) | 0.0 | $555k | 2.1k | 260.68 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $543k | 1.0k | 521.96 |
|
|
| Cisco Systems (CSCO) | 0.0 | $533k | 9.0k | 59.20 |
|
|
| Sow Good (SOWG) | 0.0 | $513k | 251k | 2.04 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $510k | 2.4k | 215.51 |
|
|
| Pfizer (PFE) | 0.0 | $507k | -5% | 19k | 26.53 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $504k | 2.2k | 230.71 |
|
|
| Invesco Exch Traded Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $502k | 8.4k | 59.79 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $498k | -2% | 958.00 | 520.23 |
|
| Zoetis Cl A (ZTS) | 0.0 | $493k | 3.0k | 162.94 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $477k | 6.9k | 68.94 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $476k | 4.7k | 101.53 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $462k | 23k | 20.09 |
|
|
| Anthem (ELV) | 0.0 | $456k | 1.2k | 368.90 |
|
|
| Honeywell International (HON) | 0.0 | $454k | 2.0k | 225.88 |
|
|
| Altria (MO) | 0.0 | $453k | -3% | 8.7k | 52.29 |
|
| Mueller Industries (MLI) | 0.0 | $444k | 5.6k | 79.36 |
|
|
| Applied Materials (AMAT) | 0.0 | $444k | -42% | 2.7k | 162.61 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $440k | 6.3k | 70.28 |
|
|
| Cleveland-cliffs New Com (CLF) | 0.0 | $436k | 46k | 9.40 |
|
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $436k | -5% | 6.0k | 72.18 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $423k | 14k | 31.37 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $422k | 7.3k | 57.53 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $418k | +57% | 8.3k | 50.13 |
|
| Hubspot (HUBS) | 0.0 | $417k | +26% | 598.00 | 696.77 |
|
| Bio-techne Corporation (TECH) | 0.0 | $413k | +31% | 5.7k | 72.03 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $412k | +37% | 3.1k | 131.29 |
|
| salesforce (CRM) | 0.0 | $411k | -24% | 1.2k | 334.33 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $402k | +20% | 9.8k | 40.92 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $400k | 2.0k | 197.49 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $399k | 2.0k | 198.18 |
|
|
| Waters Corporation (WAT) | 0.0 | $391k | 1.1k | 370.98 |
|
|
| Invesco Exch Traded Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $387k | -11% | 5.9k | 65.34 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $387k | 2.4k | 159.50 |
|
|
| Emerson Electric (EMR) | 0.0 | $385k | -3% | 3.1k | 123.93 |
|
| Celcuity (CELC) | 0.0 | $381k | 29k | 13.09 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $373k | 4.4k | 85.35 |
|
|
| Golden Entmt (GDEN) | 0.0 | $371k | 12k | 31.60 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $371k | -14% | 2.0k | 182.66 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $370k | 11k | 33.21 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $369k | 700.00 | 526.59 |
|
|
| Fiserv (FI) | 0.0 | $361k | NEW | 1.8k | 205.42 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $361k | -3% | 4.8k | 76.06 |
|
| Qualcomm (QCOM) | 0.0 | $357k | -2% | 2.3k | 153.62 |
|
| Nucor Corporation (NUE) | 0.0 | $352k | 3.0k | 116.70 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $348k | 5.8k | 60.50 |
|
|
| Dex (DXCM) | 0.0 | $340k | -2% | 4.4k | 77.77 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $340k | 1.3k | 269.70 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $335k | -3% | 2.9k | 115.73 |
|
| Dell Technologies CL C (DELL) | 0.0 | $322k | NEW | 2.8k | 115.24 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $317k | 2.6k | 119.51 |
|
|
| Otter Tail Corporation (OTTR) | 0.0 | $315k | 4.3k | 73.84 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $309k | +2% | 2.6k | 120.80 |
|
| Palo Alto Networks (PANW) | 0.0 | $309k | +145% | 1.7k | 181.96 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $308k | -9% | 6.4k | 48.33 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $305k | 2.8k | 110.11 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $299k | -8% | 2.4k | 125.74 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $295k | +100% | 16k | 18.50 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $291k | 5.2k | 55.66 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $286k | 3.2k | 90.93 |
|
|
| Donaldson Company (DCI) | 0.0 | $286k | +9% | 4.2k | 67.35 |
|
| Boeing Company (BA) | 0.0 | $282k | 1.6k | 177.05 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $277k | 5.1k | 54.77 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $274k | 2.1k | 127.59 |
|
|
| Intel Corporation (INTC) | 0.0 | $272k | -8% | 14k | 20.05 |
|
| Nextera Energy (NEE) | 0.0 | $270k | 3.8k | 71.69 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $269k | -2% | 3.4k | 78.17 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $269k | 3.5k | 76.83 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $267k | +18% | 628.00 | 425.50 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $258k | 55k | 4.72 |
|
|
| At&t (T) | 0.0 | $255k | 11k | 22.77 |
|
|
| Kinder Morgan (KMI) | 0.0 | $253k | NEW | 9.2k | 27.40 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $251k | 17k | 15.12 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $249k | 982.00 | 253.75 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $249k | 2.5k | 99.55 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $247k | +100% | 8.7k | 28.31 |
|
| Norfolk Southern (NSC) | 0.0 | $245k | +3% | 1.0k | 234.72 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $244k | +200% | 11k | 23.18 |
|
| Rockwell Automation (ROK) | 0.0 | $241k | 843.00 | 285.73 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $240k | 2.8k | 84.79 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $240k | 11k | 21.89 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $240k | -11% | 1.8k | 131.02 |
|
| Chubb (CB) | 0.0 | $227k | 821.00 | 276.30 |
|
|
| Goldman Sachs (GS) | 0.0 | $227k | NEW | 396.00 | 572.62 |
|
| FedEx Corporation (FDX) | 0.0 | $225k | 800.00 | 281.34 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $225k | 3.5k | 63.75 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $221k | NEW | 2.9k | 75.63 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $218k | +7% | 3.7k | 59.14 |
|
| Blackrock Com Added (BLK) | 0.0 | $217k | NEW | 212.00 | 1025.11 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $216k | 485.00 | 445.04 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $209k | NEW | 1.9k | 109.37 |
|
| eBay (EBAY) | 0.0 | $208k | 3.3k | 61.95 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $207k | NEW | 3.9k | 52.38 |
|
| ConocoPhillips (COP) | 0.0 | $206k | 2.1k | 99.18 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $204k | 901.00 | 226.87 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $204k | 987.00 | 206.92 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $203k | 5.9k | 34.35 |
|
|
| American Tower Corp New Com (AMT) | 0.0 | $202k | -26% | 1.1k | 183.43 |
|
| Invesco Exchange Traded T S&p500 Pur Gwt (RPG) | 0.0 | $201k | -5% | 4.9k | 41.26 |
|
| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $196k | NEW | 12k | 16.54 |
|
| Verve Therapeutics (VERV) | 0.0 | $113k | 20k | 5.64 |
|
|
| Uranium Energy (UEC) | 0.0 | $89k | 13k | 6.69 |
|
|
| Durect Corp Com New (DRRX) | 0.0 | $69k | +4% | 92k | 0.75 |
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $47k | 21k | 2.21 |
|
|
| Granite Pt Mtg Tr Inc Com Stk (GPMT) | 0.0 | $44k | 16k | 2.79 |
|
|
| Lucid Group (LCID) | 0.0 | $31k | NEW | 10k | 3.02 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- Accredited Investors 2024 Q4 filed Feb. 13, 2025
- Accredited Investors 2024 Q3 restated filed Nov. 6, 2024
- Accredited Investors 2024 Q3 filed Nov. 5, 2024
- Accredited Investors 2024 Q2 filed July 19, 2024
- Accredited Investors 2024 Q1 filed May 14, 2024
- Accredited Investors 2023 Q4 filed Feb. 7, 2024
- Accredited Investors 2023 Q3 filed Nov. 7, 2023
- Accredited Investors 2023 Q2 filed Aug. 3, 2023
- Accredited Investors 2023 Q1 filed April 24, 2023
- Accredited Investors 2022 Q4 filed Feb. 7, 2023
- Accredited Investors 2022 Q3 filed Nov. 8, 2022
- Accredited Investors 2022 Q2 filed July 21, 2022
- Accredited Investors 2022 Q1 filed May 6, 2022
- Accredited Investors 2021 Q4 filed Jan. 31, 2022
- Accredited Investors 2021 Q3 filed Nov. 12, 2021
- Accredited Investors 2021 Q2 filed July 30, 2021