Accredited Investors

Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Accredited Investors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Accredited Investors

Accredited Investors holds 238 positions in its portfolio as reported in the March 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) 10.8 $173M 2.5M 69.74
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 9.7 $156M 2.7M 58.35
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.5 $105M 4.9M 21.53
 View chart
United Parcel Service CL B (UPS) 5.4 $86M 784k 109.99
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 5.0 $81M 777k 104.57
 View chart
Vanguard Index Fds Value Etf (VTV) 4.8 $77M +4% 446k 172.74
 View chart
Ishares Tr Core S&p500 Etf (IVV) 4.5 $72M 129k 561.90
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.0 $64M NEW 80.00 798441.60
 View chart
Roblox Corp Cl A (RBLX) 3.5 $56M -4% 957k 58.29
 View chart
Ishares Tr Msci Eafe Etf (EFA) 3.3 $53M -17% 642k 81.73
 View chart
Apple (AAPL) 3.2 $51M -4% 230k 222.13
 View chart
Amazon (AMZN) 3.0 $49M -11% 256k 190.26
 View chart
Ishares Tr Russell 2000 Etf (IWM) 2.9 $46M -2% 231k 199.49
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.6 $42M -2% 827k 51.07
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $34M 95k 361.09
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $30M -4% 56k 532.58
 View chart
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.6 $26M -2% 217k 117.49
 View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.5 $25M -2% 215k 115.95
 View chart
Schwab Strategic Tr Fundamental Us S (FNDA) 1.4 $23M +7% 846k 27.39
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $19M -19% 374k 50.83
 View chart
Automatic Data Processing (ADP) 1.0 $16M 51k 305.53
 View chart
Ishares Tr Eafe Value Etf (EFV) 0.9 $15M 252k 58.94
 View chart
Microsoft Corporation (MSFT) 0.9 $14M 38k 375.39
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.8 $14M +3% 352k 38.41
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $14M 24k 559.40
 View chart
C H Robinson Worldwide Com New (CHRW) 0.7 $12M +20% 113k 102.40
 View chart
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $10M +18% 220k 47.48
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $9.7M -71% 160k 60.66
 View chart
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $9.3M -7% 74k 125.97
 View chart
NVIDIA Corporation (NVDA) 0.5 $7.7M 71k 108.38
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.4M -2% 27k 274.84
 View chart
Invesco Exchange Traded T Rafi Us 1500 (PRFZ) 0.5 $7.4M -3% 195k 37.86
 View chart
General Mills (GIS) 0.4 $7.2M 120k 59.79
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $6.9M 60k 114.87
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.4 $6.4M -3% 21k 308.88
 View chart
Old National Ban (ONB) 0.4 $5.9M 278k 21.19
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.1M -4% 62k 81.69
 View chart
JPMorgan Chase & Co. (JPM) 0.3 $5.0M 21k 245.30
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $5.0M +2% 32k 156.23
 View chart
Ishares Tr Esg Eafe Etf (DMXF) 0.3 $4.9M +23% 73k 67.34
 View chart
UnitedHealth (UNH) 0.3 $4.7M +20% 9.1k 523.73
 View chart
3M Company (MMM) 0.3 $4.2M 29k 146.86
 View chart
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $3.9M +6% 83k 46.67
 View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $3.6M +55% 145k 24.99
 View chart
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $3.5M -4% 34k 102.41
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.3M 11k 306.74
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $3.1M -37% 31k 98.92
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.1M +3% 14k 221.76
 View chart
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.8M +4% 15k 188.16
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.8M +4% 5.4k 513.90
 View chart
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $2.7M 16k 172.26
 View chart
Eli Lilly & Co. (LLY) 0.2 $2.7M 3.3k 825.85
 View chart
Us Bancorp Del Com New (USB) 0.2 $2.7M -3% 64k 42.22
 View chart
Costco Whsl Corp New Com (COST) 0.2 $2.5M 2.7k 945.88
 View chart
Travelers Companies (TRV) 0.1 $2.3M +5% 8.7k 264.46
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.1 $2.3M -9% 15k 154.64
 View chart
Meta Platforms Cl A (META) 0.1 $2.2M +4% 3.9k 576.34
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.1M +3% 4.5k 468.92
 View chart
Visa Cl A (V) 0.1 $2.1M 6.0k 350.46
 View chart
Exxon Mobil Corporation (XOM) 0.1 $2.1M +4% 18k 118.93
 View chart
Gra (GGG) 0.1 $2.1M +2% 25k 83.51
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.1M -2% 17k 122.01
 View chart
Abbott Laboratories (ABT) 0.1 $1.9M 14k 132.65
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.9M 30k 62.10
 View chart
Procter & Gamble Company (PG) 0.1 $1.8M -3% 11k 170.42
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.7M 5.5k 312.04
 View chart
Abbvie (ABBV) 0.1 $1.7M 8.1k 209.52
 View chart
Aon Shs Cl A (AON) 0.1 $1.7M 4.2k 399.09
 View chart
Tesla Motors (TSLA) 0.1 $1.7M -5% 6.5k 259.18
 View chart
Home Depot (HD) 0.1 $1.6M 4.5k 366.45
 View chart
Tactile Systems Technology, In (TCMD) 0.1 $1.5M 115k 13.22
 View chart
Oracle Corporation (ORCL) 0.1 $1.5M 11k 139.81
 View chart
Xcel Energy (XEL) 0.1 $1.5M 21k 70.79
 View chart
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $1.4M +68% 33k 43.32
 View chart
Ge Aerospace Com New (GE) 0.1 $1.4M +3% 7.2k 200.15
 View chart
Johnson & Johnson (JNJ) 0.1 $1.4M +3% 8.5k 165.84
 View chart
Pepsi (PEP) 0.1 $1.4M 9.4k 149.93
 View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $1.4M -3% 43k 31.96
 View chart
Fastenal Company (FAST) 0.1 $1.3M 17k 77.55
 View chart
Wal-Mart Stores (WMT) 0.1 $1.3M -3% 14k 87.79
 View chart
McDonald's Corporation (MCD) 0.1 $1.2M +3% 4.0k 312.37
 View chart
American Express Company (AXP) 0.1 $1.2M 4.3k 269.07
 View chart
Ishares Tr Select Divid Etf (DVY) 0.1 $1.1M +172% 8.6k 134.29
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.1M 46k 25.04
 View chart
UMB Financial Corporation (UMBF) 0.1 $1.1M NEW 11k 101.10
 View chart
Tennant Company (TNC) 0.1 $1.1M 14k 79.75
 View chart
Medtronic SHS (MDT) 0.1 $1.1M +4% 12k 89.86
 View chart
SPS Commerce (SPSC) 0.1 $1.1M 7.9k 132.73
 View chart
Wells Fargo New Com (WFC) 0.1 $1.0M -16% 15k 71.79
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M +5% 5.4k 193.98
 View chart
Coca-Cola Company (KO) 0.1 $1.0M 14k 71.62
 View chart
Bank of America Corporation (BAC) 0.1 $998k 24k 41.73
 View chart
Merck & Co (MRK) 0.1 $970k -8% 11k 89.76
 View chart
Target Corporation (TGT) 0.1 $950k +8% 9.1k 104.36
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $924k +24% 3.6k 258.59
 View chart
Broadridge Financial Solutions (BR) 0.1 $921k +6% 3.8k 242.46
 View chart
Bristol Myers Squibb (BMY) 0.1 $900k 15k 60.99
 View chart
International Business Machines (IBM) 0.1 $887k -10% 3.6k 248.63
 View chart
Chevron Corp New Com (CVX) 0.1 $885k 5.3k 167.29
 View chart
Treace Med Concepts (TMCI) 0.1 $839k 100k 8.39
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $836k 1.6k 533.56
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $808k +2% 7.7k 105.44
 View chart
Netflix (NFLX) 0.0 $796k 853.00 932.85
 View chart
Philip Morris International (PM) 0.0 $767k 4.8k 158.71
 View chart
Caterpillar (CAT) 0.0 $755k 2.3k 329.80
 View chart
Walt Disney Company (DIS) 0.0 $737k 7.5k 98.70
 View chart
Mosaic (MOS) 0.0 $688k 26k 27.01
 View chart
Amgen (AMGN) 0.0 $674k 2.2k 311.56
 View chart
Ecolab (ECL) 0.0 $668k +9% 2.6k 253.49
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $666k 2.6k 255.53
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $665k 4.9k 135.68
 View chart
Solventum Corp Com Shs (SOLV) 0.0 $655k 8.6k 76.04
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $643k 8.2k 78.89
 View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $622k 7.9k 78.40
 View chart
Shopify Cl A (SHOP) 0.0 $607k 6.4k 95.48
 View chart
Analog Devices (ADI) 0.0 $602k 3.0k 201.67
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $598k 1.8k 334.44
 View chart
Select Sector Spdr Tr Technology (XLK) 0.0 $591k +2% 2.9k 206.48
 View chart
Amphenol Corp New Cl A (APH) 0.0 $583k 8.9k 65.59
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $577k +3% 1.6k 370.71
 View chart
Ge Vernova (GEV) 0.0 $572k -4% 1.9k 305.23
 View chart
Cisco Systems (CSCO) 0.0 $556k 9.0k 61.71
 View chart
Cadence Design Systems (CDNS) 0.0 $546k 2.1k 254.33
 View chart
Altria (MO) 0.0 $523k 8.7k 60.02
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.0 $519k +9% 6.9k 75.65
 View chart
Intuitive Surgical Com New (ISRG) 0.0 $515k 1.0k 495.27
 View chart
Zoetis Cl A (ZTS) 0.0 $501k 3.0k 164.67
 View chart
Pfizer (PFE) 0.0 $499k +3% 20k 25.34
 View chart
Anthem (ELV) 0.0 $494k -8% 1.1k 434.96
 View chart
Honeywell International (HON) 0.0 $485k +14% 2.3k 211.79
 View chart
Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) 0.0 $472k 8.4k 56.16
 View chart
Thermo Fisher Scientific (TMO) 0.0 $460k -3% 925.00 497.60
 View chart
Royal Caribbean Cruises (RCL) 0.0 $458k +2% 2.2k 205.49
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $455k 6.9k 65.76
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $451k +7% 7.9k 57.14
 View chart
Hercules Technology Growth Capital (HTGC) 0.0 $442k 23k 19.21
 View chart
Cintas Corporation (CTAS) 0.0 $433k +3% 2.1k 205.49
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $431k 4.6k 92.83
 View chart
Mueller Industries (MLI) 0.0 $430k 5.6k 76.14
 View chart
Hormel Foods Corporation (HRL) 0.0 $428k +2% 14k 30.94
 View chart
Broadcom (AVGO) 0.0 $421k -3% 2.5k 167.46
 View chart
Fiserv (FI) 0.0 $411k +5% 1.9k 220.83
 View chart
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $403k 11k 36.14
 View chart
Applied Materials (AMAT) 0.0 $399k 2.7k 145.13
 View chart
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $397k 9.6k 41.21
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $394k +5% 2.1k 186.28
 View chart
Mastercard Incorporated Cl A (MA) 0.0 $394k +2% 718.00 548.17
 View chart
Waters Corporation (WAT) 0.0 $388k 1.1k 368.57
 View chart
Cleveland-cliffs New Com (CLF) 0.0 $382k 46k 8.22
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $381k 2.9k 132.23
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $379k -14% 2.0k 188.16
 View chart
Qualcomm (QCOM) 0.0 $378k +5% 2.5k 153.61
 View chart
Raytheon Technologies Corp (RTX) 0.0 $370k -3% 2.8k 132.48
 View chart
Nucor Corporation (NUE) 0.0 $365k 3.0k 120.33
 View chart
Expedia Group Com New (EXPE) 0.0 $363k NEW 2.2k 168.10
 View chart
Bio-techne Corporation (TECH) 0.0 $363k +8% 6.2k 58.63
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $357k +6% 2.1k 166.00
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $352k +11% 18k 19.78
 View chart
Hubspot (HUBS) 0.0 $349k +2% 610.00 571.29
 View chart
Otter Tail Corporation (OTTR) 0.0 $346k 4.3k 80.37
 View chart
Emerson Electric (EMR) 0.0 $341k 3.1k 109.64
 View chart
Ishares Tr U.s. Tech Etf (IYW) 0.0 $340k 2.4k 140.44
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $340k +29% 4.1k 83.28
 View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $336k +3% 4.9k 68.06
 View chart
Select Sector Spdr Tr Financial (XLF) 0.0 $331k +4% 6.6k 49.81
 View chart
salesforce (CRM) 0.0 $323k -2% 1.2k 268.36
 View chart
Bank of New York Mellon Corporation (BK) 0.0 $322k +9% 3.8k 83.87
 View chart
At&t (T) 0.0 $321k 11k 28.28
 View chart
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $318k +14% 3.9k 80.70
 View chart
Donaldson Company (DCI) 0.0 $313k +9% 4.7k 67.06
 View chart
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $312k -30% 4.2k 74.00
 View chart
Ishares Tr Short Treas Bd (SHV) 0.0 $311k 2.8k 110.46
 View chart
Golden Entmt (GDEN) 0.0 $310k 12k 26.39
 View chart
Kayne Anderson Bdc Com Shs (KBDC) 0.0 $301k +57% 19k 16.22
 View chart
Intel Corporation (INTC) 0.0 $301k -2% 13k 22.71
 View chart
Dex (DXCM) 0.0 $299k 4.4k 68.29
 View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $296k 2.6k 111.74
 View chart
Celcuity (CELC) 0.0 $294k 29k 10.11
 View chart
Palo Alto Networks (PANW) 0.0 $289k 1.7k 170.64
 View chart
Paypal Holdings (PYPL) 0.0 $280k 4.3k 65.25
 View chart
Morgan Stanley Com New (MS) 0.0 $279k 2.4k 116.67
 View chart
Ameriprise Financial (AMP) 0.0 $275k NEW 568.00 484.11
 View chart
Advanced Micro Devices (AMD) 0.0 $271k +3% 2.6k 102.75
 View chart
Chubb (CB) 0.0 $270k +8% 893.00 301.99
 View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $270k 5.2k 51.49
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.0 $267k NEW 928.00 288.14
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $264k 628.00 419.88
 View chart
Nextera Energy (NEE) 0.0 $263k 3.7k 70.89
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $262k -36% 5.3k 49.62
 View chart
Kimberly-Clark Corporation (KMB) 0.0 $261k 1.8k 142.20
 View chart
Verizon Communications (VZ) 0.0 $260k NEW 5.7k 45.36
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $260k NEW 2.2k 119.73
 View chart
Boeing Company (BA) 0.0 $257k -5% 1.5k 170.60
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $256k 2.5k 102.18
 View chart
Dell Technologies CL C (DELL) 0.0 $255k 2.8k 91.15
 View chart
Sow Good (SOWG) 0.0 $254k 251k 1.01
 View chart
Dutch Bros Cl A (BROS) 0.0 $253k +3% 4.1k 61.74
 View chart
Delta Air Lines Inc Del Com New (DAL) 0.0 $253k 5.8k 43.60
 View chart
Howmet Aerospace (HWM) 0.0 $252k 1.9k 129.73
 View chart
Grab Holdings Class A Ord (GRAB) 0.0 $248k 55k 4.53
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $247k -10% 1.9k 128.96
 View chart
Norfolk Southern (NSC) 0.0 $247k 1.0k 236.87
 View chart
Kinder Morgan (KMI) 0.0 $245k -6% 8.6k 28.53
 View chart
Owl Rock Capital Corporation (OBDC) 0.0 $244k 17k 14.66
 View chart
Ares Capital Corporation (ARCC) 0.0 $243k 11k 22.16
 View chart
American Tower Corp New Com (AMT) 0.0 $241k 1.1k 217.64
 View chart
Palantir Technologies Cl A (PLTR) 0.0 $241k -2% 2.9k 84.40
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $240k 982.00 244.64
 View chart
Alliant Energy Corporation (LNT) 0.0 $240k 3.7k 64.35
 View chart
Air Products & Chemicals (APD) 0.0 $236k NEW 801.00 294.93
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $236k -97% 4.1k 57.61
 View chart
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $235k 8.7k 26.92
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $233k 11k 22.08
 View chart
Rockwell Automation (ROK) 0.0 $228k +4% 882.00 258.46
 View chart
ConocoPhillips (COP) 0.0 $227k +3% 2.2k 105.03
 View chart
eBay (EBAY) 0.0 $227k 3.3k 67.73
 View chart
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.0 $223k NEW 2.3k 95.62
 View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.0 $222k -40% 3.5k 62.76
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $222k -31% 865.00 257.03
 View chart
On Hldg Namen Akt A (ONON) 0.0 $222k 5.1k 43.92
 View chart
Goldman Sachs (GS) 0.0 $219k 400.00 546.29
 View chart
Blackrock (BLK) 0.0 $215k +7% 227.00 947.01
 View chart
Southern Company (SO) 0.0 $214k NEW 2.3k 91.95
 View chart
Union Pacific Corporation (UNP) 0.0 $213k NEW 903.00 236.24
 View chart
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $213k 3.5k 60.48
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $211k NEW 9.0k 23.43
 View chart
Becton, Dickinson and (BDX) 0.0 $208k 906.00 229.06
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $207k NEW 4.1k 50.64
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $204k NEW 4.5k 45.26
 View chart
Morgan Stanley Direct Lendin Com Shs (MSDL) 0.0 $200k NEW 10k 19.96
 View chart
Verve Therapeutics (VERV) 0.0 $91k 20k 4.57
 View chart
Durect Corp Com New (DRRX) 0.0 $74k 92k 0.80
 View chart
Uranium Energy (UEC) 0.0 $64k 13k 4.78
 View chart
Edap Tms S A Sponsored Adr (EDAP) 0.0 $42k 21k 1.96
 View chart
Granite Pt Mtg Tr Com Stk (GPMT) 0.0 $41k 16k 2.60
 View chart
Vizsla Silver Corp Com New (VZLA) 0.0 $35k NEW 16k 2.27
 View chart
Iovance Biotherapeutics (IOVA) 0.0 $33k NEW 10k 3.33
 View chart
Lucid Group (LCID) 0.0 $24k 10k 2.42
 View chart

Past Filings by Accredited Investors

SEC 13F filings are viewable for Accredited Investors going back to 2011

View all past filings