Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDV, IJH, SCHB, UPS, IJR, and represent 35.03% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: AVDV (+$14M), ONB (+$5.5M), VT, FNDA, VTV, SOWG, MSFT, JPM, CHRW, IJR.
- Started 27 new stock positions in SBUX, SCHK, FNDF, MOS, NOW, CSGP, EBAY, DHR, VZLA, ONB.
- Reduced shares in these 10 stocks: RBLX, EFA, AGG, BRK.B, IJH, SPYV, VEU, VEA, TGT, GIS.
- Sold out of its positions in CPHC, ELF, EXPD, F, IXUS, LRCX, LCID, NVO, SO, VIGI. VCIT.
- Accredited Investors was a net buyer of stock by $32M.
- Accredited Investors has $1.7B in assets under management (AUM), dropping by 9.03%.
- Central Index Key (CIK): 0001518364
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Portfolio Holdings for Accredited Investors
Accredited Investors holds 236 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 9.4 | $164M | +9% | 2.3M | 70.67 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.2 | $143M | 2.3M | 62.32 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.2 | $108M | 1.6M | 66.52 |
|
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| United Parcel Service CL B (UPS) | 6.1 | $107M | 785k | 136.34 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $91M | 777k | 116.96 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.7 | $82M | 1.3M | 63.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.3 | $75M | 130k | 576.82 |
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| Ishares Tr Msci Eafe Etf (EFA) | 4.1 | $71M | -3% | 847k | 83.63 |
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| Vanguard Index Fds Value Etf (VTV) | 4.0 | $70M | +2% | 400k | 174.57 |
|
| 1/100 Berkshire Hathaway Cl A | 3.6 | $62M | 9.0k | 6911.80 |
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| Apple (AAPL) | 3.2 | $57M | 242k | 233.00 |
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| Amazon (AMZN) | 3.1 | $55M | 295k | 186.33 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $53M | 239k | 220.89 |
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| Roblox Corp Cl A (RBLX) | 3.0 | $53M | -6% | 1.2M | 44.26 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.6 | $46M | 864k | 52.86 |
|
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $36M | 97k | 375.38 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.5 | $27M | 228k | 117.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $26M | -2% | 488k | 52.81 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.4 | $25M | +17% | 209k | 119.70 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.2 | $20M | +21% | 340k | 59.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $20M | -4% | 43k | 460.26 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $17M | 277k | 61.54 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $15M | -12% | 146k | 101.27 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $14M | -3% | 251k | 57.53 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $14M | 345k | 41.82 |
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| Automatic Data Processing (ADP) | 0.8 | $14M | 51k | 276.73 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $14M | 24k | 573.75 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $11M | 82k | 132.25 |
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| C H Robinson Worldwide Com New (CHRW) | 0.6 | $10M | +13% | 91k | 110.34 |
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| Microsoft Corporation (MSFT) | 0.5 | $9.5M | +18% | 22k | 430.30 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $9.2M | +14% | 189k | 48.59 |
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| General Mills (GIS) | 0.5 | $8.9M | -5% | 121k | 73.85 |
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| NVIDIA Corporation (NVDA) | 0.5 | $8.7M | +4% | 72k | 121.44 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.5 | $8.6M | -2% | 207k | 41.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $7.6M | +4% | 27k | 283.17 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $7.5M | 62k | 120.37 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $7.1M | 22k | 321.95 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.7M | +6% | 67k | 84.17 |
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| Old National Ban (ONB) | 0.3 | $5.5M | NEW | 293k | 18.66 |
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| Alphabet Inc Cap STK CL C (GOOG) | 0.3 | $4.9M | 29k | 167.19 |
|
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| UnitedHealth (UNH) | 0.3 | $4.6M | -7% | 7.8k | 584.70 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $4.4M | +46% | 21k | 210.86 |
|
| 3M Company (MMM) | 0.2 | $4.2M | 31k | 136.70 |
|
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $4.1M | -3% | 38k | 108.79 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $3.9M | 54k | 72.04 |
|
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $3.4M | 70k | 49.08 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.4M | 11k | 314.39 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.2M | 14k | 237.21 |
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| Us Bancorp Del Com New (USB) | 0.2 | $3.0M | +14% | 66k | 45.73 |
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| Sow Good (SOWG) | 0.2 | $2.9M | +181% | 251k | 11.69 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.9M | 16k | 181.99 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | 3.2k | 886.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.7M | 14k | 189.80 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.7M | 5.1k | 527.71 |
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| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $2.6M | +14% | 16k | 165.85 |
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| Costco Whsl Corp New Com (COST) | 0.1 | $2.3M | -11% | 2.7k | 886.64 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.2M | +71% | 17k | 125.62 |
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| Procter & Gamble Company (PG) | 0.1 | $2.1M | +4% | 12k | 173.19 |
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| Meta Platforms Cl A (META) | 0.1 | $2.1M | -16% | 3.6k | 572.36 |
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| Gra (GGG) | 0.1 | $2.1M | 24k | 87.51 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | +11% | 17k | 117.22 |
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| Tesla Motors (TSLA) | 0.1 | $2.0M | 7.6k | 261.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.0M | 5.6k | 353.48 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.9M | 30k | 64.74 |
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| Travelers Companies (TRV) | 0.1 | $1.9M | 8.2k | 234.12 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.8M | 73k | 25.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | 3.8k | 488.11 |
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| Home Depot (HD) | 0.1 | $1.8M | +3% | 4.5k | 405.21 |
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| Pepsi (PEP) | 0.1 | $1.8M | 11k | 170.05 |
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| Oracle Corporation (ORCL) | 0.1 | $1.8M | +3% | 11k | 170.40 |
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| Visa Com Cl A (V) | 0.1 | $1.8M | +9% | 6.4k | 274.95 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $1.7M | 115k | 14.61 |
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| Abbott Laboratories (ABT) | 0.1 | $1.6M | +8% | 14k | 114.01 |
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| Abbvie (ABBV) | 0.1 | $1.6M | +18% | 7.9k | 197.48 |
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| SPS Commerce (SPSC) | 0.1 | $1.5M | 7.9k | 194.17 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.5M | 7.7k | 188.57 |
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| Aon Shs Cl A (AON) | 0.1 | $1.5M | 4.2k | 345.99 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.4M | -4% | 40k | 34.13 |
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| Xcel Energy (XEL) | 0.1 | $1.4M | 21k | 65.30 |
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| Merck & Co (MRK) | 0.1 | $1.3M | 12k | 113.56 |
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| Fastenal Company (FAST) | 0.1 | $1.3M | +24% | 18k | 71.42 |
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| Target Corporation (TGT) | 0.1 | $1.3M | -30% | 8.3k | 155.86 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.3M | +3% | 7.9k | 162.06 |
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| Tennant Company (TNC) | 0.1 | $1.3M | 13k | 96.04 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.3M | +8% | 16k | 80.75 |
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| Wells Fargo New Com (WFC) | 0.1 | $1.2M | -17% | 22k | 56.49 |
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| American Express Company (AXP) | 0.1 | $1.2M | +23% | 4.5k | 271.21 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.2M | +2% | 12k | 104.18 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | -2% | 3.8k | 304.51 |
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| Heartland Financial USA (HTLF) | 0.1 | $1.1M | 20k | 56.70 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 5.3k | 198.08 |
|
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| Medtronic SHS (MDT) | 0.1 | $1.0M | +8% | 11k | 90.03 |
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| Coca-Cola Company (KO) | 0.1 | $998k | +40% | 14k | 71.86 |
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| Bank of America Corporation (BAC) | 0.1 | $965k | +5% | 24k | 39.68 |
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| Applied Materials (AMAT) | 0.1 | $961k | 4.8k | 202.06 |
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| Analog Devices (ADI) | 0.1 | $924k | +34% | 4.0k | 230.17 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $916k | 1.6k | 569.74 |
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| Caterpillar (CAT) | 0.1 | $910k | 2.3k | 391.06 |
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| Schwab Strategic Tr Technology (XLK) | 0.1 | $880k | 3.9k | 225.76 |
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| International Business Machines (IBM) | 0.1 | $879k | -2% | 4.0k | 221.06 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $845k | +8% | 3.2k | 263.83 |
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| Mosaic New Com (MOS) | 0.0 | $838k | NEW | 31k | 26.78 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $829k | -7% | 7.6k | 108.63 |
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| Chevron Corp New Com (CVX) | 0.0 | $792k | +2% | 5.4k | 147.27 |
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| Broadridge Financial Solutions (BR) | 0.0 | $768k | 3.6k | 215.03 |
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| Bristol Myers Squibb (BMY) | 0.0 | $764k | 15k | 51.74 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $743k | 2.6k | 284.00 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $736k | 8.5k | 86.82 |
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| Walt Disney Company (DIS) | 0.0 | $703k | -9% | 7.3k | 96.19 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $696k | NEW | 4.9k | 142.04 |
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| Amgen (AMGN) | 0.0 | $684k | 2.1k | 322.24 |
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| Netflix (NFLX) | 0.0 | $671k | +11% | 946.00 | 709.49 |
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| Philip Morris International (PM) | 0.0 | $659k | -4% | 5.4k | 121.39 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $654k | +69% | 8.2k | 80.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $631k | 1.6k | 383.93 |
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| Anthem (ELV) | 0.0 | $631k | 1.2k | 520.00 |
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| Ecolab (ECL) | 0.0 | $628k | +48% | 2.5k | 255.32 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $617k | 1.8k | 345.27 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $608k | +14% | 8.7k | 69.72 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $607k | +8% | 981.00 | 618.57 |
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| Cleveland-cliffs New Com (CLF) | 0.0 | $593k | 46k | 12.77 |
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| Zoetis Cl A (ZTS) | 0.0 | $585k | 3.0k | 195.38 |
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| Pfizer (PFE) | 0.0 | $584k | 20k | 28.94 |
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| Cadence Design Systems (CDNS) | 0.0 | $580k | 2.1k | 271.03 |
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| Amphenol Corp New Cl A (APH) | 0.0 | $576k | 8.8k | 65.16 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $545k | 2.4k | 230.54 |
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| Shopify Cl A (SHOP) | 0.0 | $518k | 6.5k | 80.14 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $502k | 1.0k | 491.27 |
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| Ge Vernova (GEV) | 0.0 | $502k | +2% | 2.0k | 254.98 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $500k | -14% | 6.4k | 78.45 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $489k | 6.3k | 78.05 |
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| Cintas Corporation (CTAS) | 0.0 | $488k | +348% | 2.4k | 205.92 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $476k | -13% | 8.4k | 56.67 |
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| Cisco Systems (CSCO) | 0.0 | $474k | 8.9k | 53.22 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $467k | NEW | 6.9k | 67.51 |
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| Altria (MO) | 0.0 | $458k | 9.0k | 51.04 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $453k | 4.7k | 95.75 |
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| Nucor Corporation (NUE) | 0.0 | $453k | -3% | 3.0k | 150.32 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $452k | 23k | 19.64 |
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| salesforce (CRM) | 0.0 | $443k | +74% | 1.6k | 273.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $437k | NEW | 7.3k | 59.51 |
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| Celcuity (CELC) | 0.0 | $434k | 29k | 14.91 |
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| Hormel Foods Corporation (HRL) | 0.0 | $427k | -3% | 14k | 31.70 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $417k | NEW | 11k | 37.37 |
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| Honeywell International (HON) | 0.0 | $416k | -3% | 2.0k | 206.75 |
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| Mueller Industries (MLI) | 0.0 | $415k | 5.6k | 74.10 |
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| Advanced Micro Devices (AMD) | 0.0 | $410k | 2.5k | 164.09 |
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| Qualcomm (QCOM) | 0.0 | $405k | +11% | 2.4k | 170.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $405k | 2.0k | 200.78 |
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| Broadcom (AVGO) | 0.0 | $402k | +912% | 2.3k | 172.50 |
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| Treace Med Concepts (TMCI) | 0.0 | $400k | 69k | 5.80 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $393k | 6.7k | 58.61 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $387k | 2.2k | 177.36 |
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| Waters Corporation (WAT) | 0.0 | $379k | 1.1k | 359.89 |
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| Golden Entmt (GDEN) | 0.0 | $374k | NEW | 12k | 31.79 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $368k | 2.4k | 151.59 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $363k | 3.0k | 121.16 |
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| Emerson Electric (EMR) | 0.0 | $352k | -5% | 3.2k | 109.37 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $352k | 4.9k | 71.60 |
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| Bio-techne Corporation (TECH) | 0.0 | $349k | 4.4k | 79.92 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $348k | 2.0k | 173.67 |
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| American Tower Corp New Com (AMT) | 0.0 | $347k | 1.5k | 232.56 |
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| Intel Corporation (INTC) | 0.0 | $346k | -4% | 15k | 23.46 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $341k | 8.2k | 41.69 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $340k | 689.00 | 493.79 |
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| Paypal Holdings (PYPL) | 0.0 | $339k | -6% | 4.3k | 78.03 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $332k | 1.3k | 263.29 |
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| Otter Tail Corporation (OTTR) | 0.0 | $332k | 4.2k | 78.16 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $331k | 3.5k | 93.84 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $326k | +17% | 7.9k | 41.12 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $325k | NEW | 2.9k | 112.94 |
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| Schwab Strategic Tr Financial (XLF) | 0.0 | $319k | 7.0k | 45.32 |
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| Nextera Energy (NEE) | 0.0 | $318k | -7% | 3.8k | 84.53 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $309k | +25% | 2.3k | 135.07 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $308k | 2.8k | 110.63 |
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| Dex (DXCM) | 0.0 | $302k | 4.5k | 67.04 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $300k | 2.8k | 106.12 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $294k | -8% | 5.8k | 50.79 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $294k | -6% | 2.1k | 142.26 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $292k | 2.6k | 110.19 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $291k | -2% | 5.2k | 55.63 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $288k | 3.1k | 91.93 |
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| Donaldson Company (DCI) | 0.0 | $287k | 3.9k | 73.70 |
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| Danaher Corporation (DHR) | 0.0 | $278k | NEW | 1.0k | 278.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $275k | 2.1k | 128.20 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $270k | 5.3k | 51.12 |
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| Morgan Stanley Com New (MS) | 0.0 | $270k | 2.6k | 104.23 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $267k | 2.5k | 106.76 |
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| Heico Corp New Com (HEI) | 0.0 | $259k | NEW | 990.00 | 261.48 |
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| S&p Global (SPGI) | 0.0 | $259k | NEW | 501.00 | 516.62 |
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| On Hldg Namen Akt A (ONON) | 0.0 | $256k | NEW | 5.1k | 50.15 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $255k | 492.00 | 518.19 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $254k | -26% | 5.3k | 47.85 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $252k | -36% | 3.5k | 71.86 |
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| Norfolk Southern (NSC) | 0.0 | $252k | 1.0k | 248.53 |
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| Hubspot (HUBS) | 0.0 | $251k | 473.00 | 531.60 |
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| Comcast Corp New Cl A (CMCSA) | 0.0 | $248k | 5.9k | 41.77 |
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| At&t (T) | 0.0 | $247k | 11k | 22.00 |
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| Boeing Company (BA) | 0.0 | $242k | 1.6k | 152.09 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $242k | 17k | 14.57 |
|
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $241k | NEW | 4.4k | 55.29 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $241k | 988.00 | 243.47 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $238k | 3.5k | 67.85 |
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| Chubb (CB) | 0.0 | $237k | NEW | 822.00 | 288.39 |
|
| Palo Alto Networks (PANW) | 0.0 | $236k | 690.00 | 341.80 |
|
|
| Servicenow (NOW) | 0.0 | $234k | NEW | 262.00 | 894.39 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $231k | -14% | 395.00 | 584.76 |
|
| Rockwell Automation (ROK) | 0.0 | $229k | +16% | 853.00 | 268.34 |
|
| Rb Global (RBA) | 0.0 | $226k | NEW | 2.8k | 80.49 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $226k | -5% | 2.3k | 98.10 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $225k | 11k | 20.94 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $223k | 528.00 | 423.12 |
|
|
| CoStar (CSGP) | 0.0 | $223k | NEW | 3.0k | 75.44 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $221k | 3.6k | 62.20 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $219k | NEW | 2.2k | 97.48 |
|
| FedEx Corporation (FDX) | 0.0 | $219k | 799.00 | 273.54 |
|
|
| eBay (EBAY) | 0.0 | $218k | NEW | 3.3k | 65.11 |
|
| Becton, Dickinson and (BDX) | 0.0 | $217k | -6% | 901.00 | 241.10 |
|
| ConocoPhillips (COP) | 0.0 | $216k | 2.1k | 105.29 |
|
|
| Pulte (PHM) | 0.0 | $215k | NEW | 1.5k | 143.53 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $208k | NEW | 3.4k | 60.69 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $208k | +2% | 55k | 3.80 |
|
| Union Pacific Corporation (UNP) | 0.0 | $208k | NEW | 843.00 | 246.48 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $204k | NEW | 5.3k | 38.53 |
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $204k | NEW | 5.9k | 34.49 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $202k | -11% | 5.2k | 39.27 |
|
| Schwab Strategic Tr Sbi Healthcare (XLV) | 0.0 | $201k | -21% | 1.3k | 154.02 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $200k | NEW | 987.00 | 202.76 |
|
| Durect Corp Com New (DRRX) | 0.0 | $117k | 88k | 1.34 |
|
|
| Verve Therapeutics (VERV) | 0.0 | $97k | +14% | 20k | 4.84 |
|
| Uranium Energy (UEC) | 0.0 | $83k | 13k | 6.21 |
|
|
| Revance Therapeutics (RVNC) | 0.0 | $67k | NEW | 13k | 5.19 |
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $55k | 21k | 2.55 |
|
|
| Granite Pt Mtg Tr Inc Com Stk (GPMT) | 0.0 | $50k | 16k | 3.17 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $30k | NEW | 16k | 1.92 |
|
| Allurion Technologies Com Shs (ALUR) | 0.0 | $12k | -59% | 20k | 0.61 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- 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
- Accredited Investors 2021 Q1 filed April 16, 2021