Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDV, SCHB, IJH, VTV, IVV, and represent 35.46% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: IWM (+$18M), AVDV (+$7.7M), VGK (+$5.7M), AAPL, IWF, NVDA, ONB, MSFT, TBIL, PSEP.
- Started 33 new stock positions in IDV, GLDM, LOW, COP, QUAL, SEDG, RPG, CCJ, PSEP, WM.
- Reduced shares in these 10 stocks: IJH (-$26M), RBLX (-$18M), FNDA (-$12M), IJR, VTI, VXF, AMZN, SCHB, CHRW, SPYV.
- Sold out of its positions in AMT, Durect Corp, FUL, AJG, Lucid Group, MSDL, TMCI, UEC.
- Accredited Investors was a net seller of stock by $-24M.
- Accredited Investors has $1.8B in assets under management (AUM), dropping by 6.01%.
- Central Index Key (CIK): 0001518364
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Portfolio Holdings for Accredited Investors
Accredited Investors holds 264 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 12.8 | $230M | +3% | 2.6M | 89.03 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.9 | $124M | 4.8M | 25.71 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.0 | $108M | -19% | 1.6M | 65.26 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.9 | $89M | 475k | 186.49 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 4.8 | $87M | 129k | 669.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.2 | $75M | -6% | 635k | 118.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.1 | $73M | +32% | 304k | 241.96 |
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| United Parcel Service CL B (UPS) | 3.7 | $66M | 784k | 83.53 |
|
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| Apple (AAPL) | 3.5 | $62M | +7% | 244k | 254.63 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.3 | $60M | 79.00 | 754200.00 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.2 | $58M | 622k | 93.37 |
|
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| Roblox Corp Cl A (RBLX) | 2.9 | $52M | -25% | 377k | 138.52 |
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| Amazon (AMZN) | 2.8 | $51M | -4% | 232k | 219.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.6 | $47M | +6% | 99k | 468.41 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.4 | $43M | -2% | 768k | 55.33 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.9 | $34M | +19% | 429k | 79.80 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.6 | $29M | -2% | 201k | 142.41 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $28M | 201k | 137.80 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $25M | -3% | 50k | 502.74 |
|
| Microsoft Corporation (MSFT) | 1.2 | $22M | +7% | 42k | 517.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $22M | 363k | 59.92 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $18M | 27k | 666.19 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $17M | 243k | 67.83 |
|
|
| Automatic Data Processing (ADP) | 0.9 | $15M | 52k | 293.50 |
|
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| NVIDIA Corporation (NVDA) | 0.8 | $14M | +21% | 75k | 186.58 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $14M | -6% | 302k | 45.08 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.7 | $13M | -11% | 101k | 132.40 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.7 | $13M | -46% | 427k | 31.16 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.7 | $12M | +3% | 246k | 48.03 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $11M | 152k | 71.37 |
|
|
| Old National Ban (ONB) | 0.6 | $9.9M | +20% | 450k | 21.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $8.8M | +9% | 36k | 243.55 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $8.6M | 29k | 293.74 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $8.5M | -9% | 61k | 139.67 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.5 | $8.5M | -3% | 186k | 45.42 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $8.3M | 21k | 402.42 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.4 | $7.7M | 57k | 135.65 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $7.1M | -29% | 22k | 328.17 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $6.5M | 26k | 254.28 |
|
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| JPMorgan Chase & Co. (JPM) | 0.4 | $6.4M | 20k | 315.42 |
|
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.3 | $6.0M | 80k | 75.74 |
|
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| General Mills (GIS) | 0.3 | $6.0M | 118k | 50.42 |
|
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.8M | 63k | 92.98 |
|
|
| 3M Company (MMM) | 0.3 | $4.5M | 29k | 155.18 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $4.4M | +5% | 172k | 25.31 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $4.3M | -4% | 75k | 57.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $4.2M | +22% | 17k | 243.10 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.9M | 11k | 365.48 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.9M | +2% | 6.4k | 612.35 |
|
| UnitedHealth (UNH) | 0.2 | $3.6M | +9% | 10k | 345.29 |
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| Oracle Corporation (ORCL) | 0.2 | $3.4M | +18% | 12k | 281.24 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $3.3M | -5% | 26k | 125.95 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.2M | 44k | 73.46 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.9M | 15k | 203.59 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $2.9M | 29k | 100.25 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $2.9M | 3.8k | 762.99 |
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| Us Bancorp Del Com New (USB) | 0.2 | $2.9M | -6% | 60k | 48.33 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.9M | +6% | 3.9k | 734.40 |
|
| Tesla Motors (TSLA) | 0.2 | $2.7M | 6.1k | 444.76 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.3M | -2% | 16k | 145.65 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | -2% | 3.9k | 600.30 |
|
| Visa Com Cl A (V) | 0.1 | $2.3M | 6.8k | 341.38 |
|
|
| Travelers Companies (TRV) | 0.1 | $2.3M | -4% | 8.3k | 279.22 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.3M | +2% | 2.5k | 925.73 |
|
| Gra (GGG) | 0.1 | $2.2M | -4% | 26k | 84.96 |
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| Abbvie (ABBV) | 0.1 | $2.1M | +12% | 9.0k | 231.54 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | +7% | 18k | 112.75 |
|
| Home Depot (HD) | 0.1 | $2.0M | +2% | 4.9k | 405.15 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.9M | -5% | 14k | 133.94 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $1.7M | 39k | 43.92 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.7M | 43k | 40.18 |
|
|
| Xcel Energy (XEL) | 0.1 | $1.7M | 21k | 80.65 |
|
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| Procter & Gamble Company (PG) | 0.1 | $1.7M | 11k | 153.65 |
|
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| American Express Company (AXP) | 0.1 | $1.7M | 5.0k | 332.14 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $1.6M | 115k | 13.84 |
|
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| Fastenal Company (FAST) | 0.1 | $1.6M | -6% | 32k | 49.04 |
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| Aon Shs Cl A (AON) | 0.1 | $1.5M | 4.2k | 356.58 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.5M | 46k | 31.91 |
|
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | +56% | 2.4k | 596.14 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | +3% | 12k | 123.75 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.4M | -8% | 7.8k | 185.43 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.4M | -3% | 17k | 83.82 |
|
| Wal-Mart Stores (WMT) | 0.1 | $1.4M | -44% | 14k | 103.06 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.4M | +36% | 3.9k | 351.26 |
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| Celcuity (CELC) | 0.1 | $1.3M | -6% | 27k | 49.40 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.3M | -32% | 4.4k | 300.80 |
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| Pepsi (PEP) | 0.1 | $1.3M | -2% | 9.3k | 140.44 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | 25k | 51.59 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | -5% | 5.2k | 246.60 |
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| McDonald's Corporation (MCD) | 0.1 | $1.3M | 4.1k | 303.90 |
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| Broadcom (AVGO) | 0.1 | $1.2M | +37% | 3.7k | 329.85 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.2M | 9.9k | 118.35 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | +5% | 5.4k | 215.81 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.2M | -4% | 8.2k | 142.10 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $1.1M | NEW | 23k | 50.00 |
|
| Tennant Company (TNC) | 0.1 | $1.1M | -3% | 13k | 81.06 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $1.1M | NEW | 25k | 42.95 |
|
| Netflix (NFLX) | 0.1 | $1.0M | +2% | 872.00 | 1199.32 |
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| Coca-Cola Company (KO) | 0.1 | $1.0M | +3% | 15k | 66.32 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $983k | +236% | 7.3k | 133.90 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $935k | +3% | 1.6k | 568.86 |
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| Walt Disney Company (DIS) | 0.1 | $924k | 8.1k | 114.49 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $923k | -2% | 6.2k | 148.61 |
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| Medtronic SHS (MDT) | 0.1 | $919k | -15% | 9.6k | 95.24 |
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| Ecolab (ECL) | 0.0 | $880k | -21% | 3.2k | 273.82 |
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| Chevron Corporation (CVX) | 0.0 | $874k | +8% | 5.6k | 155.28 |
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| Caterpillar (CAT) | 0.0 | $857k | +4% | 1.8k | 476.99 |
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| SPS Commerce (SPSC) | 0.0 | $852k | +3% | 8.2k | 104.14 |
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| Broadridge Financial Solutions (BR) | 0.0 | $851k | -6% | 3.6k | 238.17 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $835k | 2.6k | 320.04 |
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| Merck & Co (MRK) | 0.0 | $827k | 9.9k | 83.93 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $805k | 2.9k | 281.86 |
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| Philip Morris International (PM) | 0.0 | $790k | +7% | 4.9k | 162.20 |
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| Target Corporation (TGT) | 0.0 | $786k | +6% | 8.8k | 89.70 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $779k | 1.8k | 435.53 |
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| Analog Devices (ADI) | 0.0 | $754k | +2% | 3.1k | 245.70 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $746k | -6% | 7.0k | 106.49 |
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| International Business Machines (IBM) | 0.0 | $738k | -26% | 2.6k | 282.16 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $721k | 1.5k | 479.61 |
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| Ge Vernova (GEV) | 0.0 | $711k | -37% | 1.2k | 614.90 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $710k | +2% | 7.4k | 95.47 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $697k | -7% | 5.0k | 140.05 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $678k | +24% | 51k | 13.32 |
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| Bristol Myers Squibb (BMY) | 0.0 | $666k | 15k | 45.10 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $662k | 8.2k | 81.19 |
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| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.0 | $654k | 7.4k | 88.65 |
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| Applied Materials (AMAT) | 0.0 | $649k | +15% | 3.2k | 204.75 |
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| Cisco Systems (CSCO) | 0.0 | $648k | +10% | 9.5k | 68.42 |
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| Amgen (AMGN) | 0.0 | $643k | +5% | 2.3k | 282.17 |
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| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.0 | $637k | NEW | 19k | 33.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $626k | +4% | 2.2k | 279.29 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $610k | -2% | 8.4k | 73.00 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $610k | -81% | 2.9k | 209.34 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $604k | +79% | 6.6k | 91.75 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $591k | +32% | 1.2k | 485.02 |
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| Eaton Corp SHS (ETN) | 0.0 | $580k | +26% | 1.5k | 374.35 |
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| Mueller Industries (MLI) | 0.0 | $571k | 5.6k | 101.11 |
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| Altria (MO) | 0.0 | $568k | +2% | 8.6k | 66.06 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $563k | +3% | 3.1k | 182.42 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $560k | 4.6k | 120.72 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $560k | 6.4k | 87.31 |
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| Honeywell International (HON) | 0.0 | $537k | -14% | 2.5k | 210.54 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $536k | 2.0k | 271.09 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $535k | 6.8k | 78.34 |
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| Zoetis Cl A (ZTS) | 0.0 | $534k | -11% | 3.7k | 146.32 |
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| Cleveland-cliffs (CLF) | 0.0 | $524k | -7% | 43k | 12.20 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $499k | +8% | 3.0k | 167.34 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $498k | 2.8k | 178.73 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $488k | 11k | 42.96 |
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| Pfizer (PFE) | 0.0 | $487k | -6% | 19k | 25.48 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $475k | 2.4k | 195.89 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $474k | +2% | 1.1k | 447.23 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $455k | 7.5k | 60.69 |
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| Morgan Stanley Com New (MS) | 0.0 | $453k | +18% | 2.9k | 158.97 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $440k | 2.6k | 166.16 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $440k | 7.7k | 57.10 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $436k | 9.8k | 44.69 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $435k | 23k | 18.91 |
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| Intel Corporation (INTC) | 0.0 | $433k | -2% | 13k | 33.55 |
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| Nucor Corporation (NUE) | 0.0 | $413k | 3.0k | 135.44 |
|
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| Cintas Corporation (CTAS) | 0.0 | $411k | -3% | 2.0k | 205.26 |
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| Pimco Dynamic Income SHS (PDI) | 0.0 | $410k | 21k | 19.80 |
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| Emerson Electric (EMR) | 0.0 | $407k | +8% | 3.1k | 131.18 |
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| Ishares Tr Ishares New (IAU) | 0.0 | $406k | +21% | 5.6k | 72.77 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $406k | +9% | 1.9k | 208.71 |
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| Fidus Invt (FDUS) | 0.0 | $405k | 20k | 20.26 |
|
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $404k | 32k | 12.77 |
|
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| Dell Technologies CL C (DELL) | 0.0 | $402k | 2.8k | 141.77 |
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $394k | +57% | 3.1k | 128.38 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $392k | 4.4k | 89.13 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $391k | 15k | 26.07 |
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| TJX Companies (TJX) | 0.0 | $387k | +10% | 2.7k | 144.54 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $384k | 4.2k | 91.22 |
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| Advanced Micro Devices (AMD) | 0.0 | $384k | NEW | 2.4k | 161.80 |
|
| Howmet Aerospace (HWM) | 0.0 | $381k | 1.9k | 196.23 |
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| Anthem (ELV) | 0.0 | $366k | +18% | 1.1k | 323.12 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $363k | +5% | 16k | 23.28 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $361k | +5% | 6.7k | 53.87 |
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| Otter Tail Corporation (OTTR) | 0.0 | $357k | 4.4k | 81.97 |
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| Donaldson Company (DCI) | 0.0 | $354k | -15% | 4.3k | 81.84 |
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| Fiserv (FI) | 0.0 | $349k | -27% | 2.7k | 128.93 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $346k | -6% | 3.6k | 95.89 |
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| Palo Alto Networks (PANW) | 0.0 | $343k | +21% | 1.7k | 203.62 |
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| Nextera Energy (NEE) | 0.0 | $341k | +10% | 4.5k | 75.49 |
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| Motorola Solutions Com New (MSI) | 0.0 | $341k | -35% | 746.00 | 457.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $338k | +13% | 6.2k | 54.18 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $330k | NEW | 1.6k | 209.26 |
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| At&t (T) | 0.0 | $328k | -3% | 12k | 28.24 |
|
| Bio-techne Corporation (TECH) | 0.0 | $328k | -15% | 5.9k | 55.63 |
|
| Expedia Group Com New (EXPE) | 0.0 | $320k | -30% | 1.5k | 213.75 |
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| Goldman Sachs (GS) | 0.0 | $319k | 400.00 | 796.35 |
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|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $317k | +2% | 2.9k | 110.49 |
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| Waters Corporation (WAT) | 0.0 | $316k | 1.1k | 299.81 |
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| Norfolk Southern (NSC) | 0.0 | $313k | 1.0k | 300.44 |
|
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| Ishares Tr Us Industrials (IYJ) | 0.0 | $310k | NEW | 2.1k | 145.88 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $310k | NEW | 1.8k | 176.88 |
|
| Mosaic (MOS) | 0.0 | $306k | -17% | 8.8k | 34.68 |
|
| eBay (EBAY) | 0.0 | $304k | 3.3k | 90.95 |
|
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $303k | NEW | 4.0k | 76.45 |
|
| salesforce (CRM) | 0.0 | $301k | 1.3k | 237.00 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $295k | NEW | 2.6k | 115.01 |
|
| Dex (DXCM) | 0.0 | $295k | 4.4k | 67.29 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $293k | NEW | 880.00 | 332.84 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $292k | NEW | 2.8k | 104.80 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $291k | 628.00 | 463.74 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $289k | 982.00 | 293.79 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $281k | 8.7k | 32.12 |
|
|
| Lowe's Companies (LOW) | 0.0 | $281k | NEW | 1.1k | 251.31 |
|
| Chubb (CB) | 0.0 | $280k | +11% | 992.00 | 282.25 |
|
| Hubspot (HUBS) | 0.0 | $280k | 598.00 | 467.80 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $279k | 568.00 | 491.25 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $278k | 11k | 26.34 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $277k | 3.5k | 78.20 |
|
|
| Golden Entmt (GDEN) | 0.0 | $277k | 12k | 23.58 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $275k | +28% | 560.00 | 490.38 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $270k | +6% | 1.1k | 256.47 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $269k | 45k | 6.02 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $268k | -4% | 2.1k | 129.72 |
|
| Qualcomm (QCOM) | 0.0 | $266k | NEW | 1.6k | 166.36 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $265k | 5.3k | 50.07 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $262k | 850.00 | 307.86 |
|
|
| Blackrock (BLK) | 0.0 | $261k | NEW | 224.00 | 1166.54 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $260k | -3% | 1.8k | 140.95 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $260k | -14% | 4.5k | 58.21 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $258k | 2.5k | 103.06 |
|
|
| Solaredge Technologies (SEDG) | 0.0 | $257k | NEW | 6.9k | 37.00 |
|
| Ishares Tr U.s. Insrnce Etf (IAK) | 0.0 | $256k | NEW | 1.9k | 134.03 |
|
| Rockwell Automation (ROK) | 0.0 | $256k | -23% | 732.00 | 349.52 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $256k | -5% | 3.8k | 67.42 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $255k | 3.5k | 72.44 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $255k | -31% | 2.6k | 98.64 |
|
| Boeing Company (BA) | 0.0 | $252k | -10% | 1.2k | 215.92 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $240k | NEW | 675.00 | 355.47 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $239k | -17% | 9.7k | 24.74 |
|
| AutoZone (AZO) | 0.0 | $236k | NEW | 55.00 | 4290.24 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $228k | 1.8k | 124.33 |
|
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.0 | $228k | 4.8k | 47.50 |
|
|
| Waste Management (WM) | 0.0 | $226k | NEW | 1.0k | 220.82 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $224k | 11k | 20.41 |
|
|
| Verizon Communications (VZ) | 0.0 | $223k | NEW | 5.1k | 43.95 |
|
| Southern Company (SO) | 0.0 | $220k | 2.3k | 94.77 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $220k | 3.3k | 67.06 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $219k | 4.2k | 52.34 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $219k | NEW | 1.3k | 170.90 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $217k | NEW | 1.1k | 189.67 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $215k | 2.8k | 76.01 |
|
|
| Deere & Company (DE) | 0.0 | $213k | NEW | 466.00 | 456.92 |
|
| Iqvia Holdings (IQV) | 0.0 | $210k | NEW | 1.1k | 189.94 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $209k | NEW | 4.6k | 45.51 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $205k | -43% | 1.9k | 108.96 |
|
| Union Pacific Corporation (UNP) | 0.0 | $205k | -2% | 868.00 | 236.37 |
|
| Cameco Corporation (CCJ) | 0.0 | $205k | NEW | 2.4k | 83.86 |
|
| ConocoPhillips (COP) | 0.0 | $204k | NEW | 2.2k | 94.59 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $202k | NEW | 1.7k | 120.50 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $202k | NEW | 1.0k | 194.45 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $201k | NEW | 4.2k | 47.72 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $201k | NEW | 5.5k | 36.55 |
|
| Canterbury Park Holding Corporation (CPHC) | 0.0 | $175k | 11k | 16.18 |
|
|
| Sow Good (SOWG) | 0.0 | $157k | 208k | 0.75 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $67k | 16k | 4.32 |
|
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $49k | 21k | 2.29 |
|
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $47k | 16k | 3.00 |
|
|
| W.W. Grainger (GWW) | 0.0 | $25k | NEW | 26.00 | 952.96 |
|
| Brightsphere Investment Group (AAMI) | 0.0 | $1.6k | NEW | 33.00 | 48.15 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- Accredited Investors 2025 Q3 filed Oct. 30, 2025
- Accredited Investors 2025 Q2 filed Aug. 8, 2025
- Accredited Investors 2025 Q1 filed May 6, 2025
- 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