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 37.37% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: BRK.A (+$64M), VTV, CHRW, FNDA, EAGG, AVDV, SUSB, UMBF, DMXF, UNH.
- Started 17 new stock positions in APD, IOVA, SCHA, GLD, JPST, UNP, SO, VZLA, EXPE, VZ. IJJ, BRK.A, AMP, BKMC, MSDL, UMBF, VWO.
- Reduced shares in these 10 stocks: 1/100 Berkshire Htwy Cla 100 (-$55M), VEU (-$24M), EFA (-$11M), VGLT (-$10M), AMZN (-$6.6M), VEA, RBLX, AAPL, AGG, BRK.B.
- Sold out of its positions in ADBE, 1/100 Berkshire Htwy Cla 100, FDX, HTLF, RPG, MTUM, DES.
- Accredited Investors was a net seller of stock by $-43M.
- Accredited Investors has $1.6B in assets under management (AUM), dropping by -5.61%.
- Central Index Key (CIK): 0001518364
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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 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.7 | $156M | 2.7M | 58.35 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.5 | $105M | 4.9M | 21.53 |
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| United Parcel Service CL B (UPS) | 5.4 | $86M | 784k | 109.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.0 | $81M | 777k | 104.57 |
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| Vanguard Index Fds Value Etf (VTV) | 4.8 | $77M | +4% | 446k | 172.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $72M | 129k | 561.90 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.0 | $64M | NEW | 80.00 | 798441.60 |
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| Roblox Corp Cl A (RBLX) | 3.5 | $56M | -4% | 957k | 58.29 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.3 | $53M | -17% | 642k | 81.73 |
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| Apple (AAPL) | 3.2 | $51M | -4% | 230k | 222.13 |
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| Amazon (AMZN) | 3.0 | $49M | -11% | 256k | 190.26 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.9 | $46M | -2% | 231k | 199.49 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.6 | $42M | -2% | 827k | 51.07 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $34M | 95k | 361.09 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $30M | -4% | 56k | 532.58 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.6 | $26M | -2% | 217k | 117.49 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.5 | $25M | -2% | 215k | 115.95 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.4 | $23M | +7% | 846k | 27.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $19M | -19% | 374k | 50.83 |
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| Automatic Data Processing (ADP) | 1.0 | $16M | 51k | 305.53 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $15M | 252k | 58.94 |
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| Microsoft Corporation (MSFT) | 0.9 | $14M | 38k | 375.39 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $14M | +3% | 352k | 38.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $14M | 24k | 559.40 |
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| C H Robinson Worldwide Com New (CHRW) | 0.7 | $12M | +20% | 113k | 102.40 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.6 | $10M | +18% | 220k | 47.48 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $9.7M | -71% | 160k | 60.66 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $9.3M | -7% | 74k | 125.97 |
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| NVIDIA Corporation (NVDA) | 0.5 | $7.7M | 71k | 108.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $7.4M | -2% | 27k | 274.84 |
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| Invesco Exchange Traded T Rafi Us 1500 (PRFZ) | 0.5 | $7.4M | -3% | 195k | 37.86 |
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| General Mills (GIS) | 0.4 | $7.2M | 120k | 59.79 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $6.9M | 60k | 114.87 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $6.4M | -3% | 21k | 308.88 |
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| Old National Ban (ONB) | 0.4 | $5.9M | 278k | 21.19 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.1M | -4% | 62k | 81.69 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $5.0M | 21k | 245.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $5.0M | +2% | 32k | 156.23 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.3 | $4.9M | +23% | 73k | 67.34 |
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| UnitedHealth (UNH) | 0.3 | $4.7M | +20% | 9.1k | 523.73 |
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| 3M Company (MMM) | 0.3 | $4.2M | 29k | 146.86 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $3.9M | +6% | 83k | 46.67 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.2 | $3.6M | +55% | 145k | 24.99 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $3.5M | -4% | 34k | 102.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.3M | 11k | 306.74 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.1M | -37% | 31k | 98.92 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.1M | +3% | 14k | 221.76 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.8M | +4% | 15k | 188.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.8M | +4% | 5.4k | 513.90 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.7M | 16k | 172.26 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.7M | 3.3k | 825.85 |
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| Us Bancorp Del Com New (USB) | 0.2 | $2.7M | -3% | 64k | 42.22 |
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| Costco Whsl Corp New Com (COST) | 0.2 | $2.5M | 2.7k | 945.88 |
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| Travelers Companies (TRV) | 0.1 | $2.3M | +5% | 8.7k | 264.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.3M | -9% | 15k | 154.64 |
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| Meta Platforms Cl A (META) | 0.1 | $2.2M | +4% | 3.9k | 576.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | +3% | 4.5k | 468.92 |
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| Visa Cl A (V) | 0.1 | $2.1M | 6.0k | 350.46 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.1M | +4% | 18k | 118.93 |
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| Gra (GGG) | 0.1 | $2.1M | +2% | 25k | 83.51 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.1M | -2% | 17k | 122.01 |
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| Abbott Laboratories (ABT) | 0.1 | $1.9M | 14k | 132.65 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.9M | 30k | 62.10 |
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| Procter & Gamble Company (PG) | 0.1 | $1.8M | -3% | 11k | 170.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | 5.5k | 312.04 |
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| Abbvie (ABBV) | 0.1 | $1.7M | 8.1k | 209.52 |
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| Aon Shs Cl A (AON) | 0.1 | $1.7M | 4.2k | 399.09 |
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| Tesla Motors (TSLA) | 0.1 | $1.7M | -5% | 6.5k | 259.18 |
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| Home Depot (HD) | 0.1 | $1.6M | 4.5k | 366.45 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $1.5M | 115k | 13.22 |
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| Oracle Corporation (ORCL) | 0.1 | $1.5M | 11k | 139.81 |
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| Xcel Energy (XEL) | 0.1 | $1.5M | 21k | 70.79 |
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| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $1.4M | +68% | 33k | 43.32 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.4M | +3% | 7.2k | 200.15 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.4M | +3% | 8.5k | 165.84 |
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| Pepsi (PEP) | 0.1 | $1.4M | 9.4k | 149.93 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.4M | -3% | 43k | 31.96 |
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| Fastenal Company (FAST) | 0.1 | $1.3M | 17k | 77.55 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.3M | -3% | 14k | 87.79 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | +3% | 4.0k | 312.37 |
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| American Express Company (AXP) | 0.1 | $1.2M | 4.3k | 269.07 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.1M | +172% | 8.6k | 134.29 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.1M | 46k | 25.04 |
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| UMB Financial Corporation (UMBF) | 0.1 | $1.1M | NEW | 11k | 101.10 |
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| Tennant Company (TNC) | 0.1 | $1.1M | 14k | 79.75 |
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| Medtronic SHS (MDT) | 0.1 | $1.1M | +4% | 12k | 89.86 |
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| SPS Commerce (SPSC) | 0.1 | $1.1M | 7.9k | 132.73 |
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| Wells Fargo New Com (WFC) | 0.1 | $1.0M | -16% | 15k | 71.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | +5% | 5.4k | 193.98 |
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| Coca-Cola Company (KO) | 0.1 | $1.0M | 14k | 71.62 |
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| Bank of America Corporation (BAC) | 0.1 | $998k | 24k | 41.73 |
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| Merck & Co (MRK) | 0.1 | $970k | -8% | 11k | 89.76 |
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| Target Corporation (TGT) | 0.1 | $950k | +8% | 9.1k | 104.36 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $924k | +24% | 3.6k | 258.59 |
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| Broadridge Financial Solutions (BR) | 0.1 | $921k | +6% | 3.8k | 242.46 |
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| Bristol Myers Squibb (BMY) | 0.1 | $900k | 15k | 60.99 |
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| International Business Machines (IBM) | 0.1 | $887k | -10% | 3.6k | 248.63 |
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| Chevron Corp New Com (CVX) | 0.1 | $885k | 5.3k | 167.29 |
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| Treace Med Concepts (TMCI) | 0.1 | $839k | 100k | 8.39 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $836k | 1.6k | 533.56 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $808k | +2% | 7.7k | 105.44 |
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| Netflix (NFLX) | 0.0 | $796k | 853.00 | 932.85 |
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| Philip Morris International (PM) | 0.0 | $767k | 4.8k | 158.71 |
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| Caterpillar (CAT) | 0.0 | $755k | 2.3k | 329.80 |
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| Walt Disney Company (DIS) | 0.0 | $737k | 7.5k | 98.70 |
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| Mosaic (MOS) | 0.0 | $688k | 26k | 27.01 |
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| Amgen (AMGN) | 0.0 | $674k | 2.2k | 311.56 |
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| Ecolab (ECL) | 0.0 | $668k | +9% | 2.6k | 253.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $666k | 2.6k | 255.53 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $665k | 4.9k | 135.68 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $655k | 8.6k | 76.04 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $643k | 8.2k | 78.89 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $622k | 7.9k | 78.40 |
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| Shopify Cl A (SHOP) | 0.0 | $607k | 6.4k | 95.48 |
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| Analog Devices (ADI) | 0.0 | $602k | 3.0k | 201.67 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $598k | 1.8k | 334.44 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $591k | +2% | 2.9k | 206.48 |
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| Amphenol Corp New Cl A (APH) | 0.0 | $583k | 8.9k | 65.59 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $577k | +3% | 1.6k | 370.71 |
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| Ge Vernova (GEV) | 0.0 | $572k | -4% | 1.9k | 305.23 |
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| Cisco Systems (CSCO) | 0.0 | $556k | 9.0k | 61.71 |
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| Cadence Design Systems (CDNS) | 0.0 | $546k | 2.1k | 254.33 |
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| Altria (MO) | 0.0 | $523k | 8.7k | 60.02 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $519k | +9% | 6.9k | 75.65 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $515k | 1.0k | 495.27 |
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| Zoetis Cl A (ZTS) | 0.0 | $501k | 3.0k | 164.67 |
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| Pfizer (PFE) | 0.0 | $499k | +3% | 20k | 25.34 |
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| Anthem (ELV) | 0.0 | $494k | -8% | 1.1k | 434.96 |
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| Honeywell International (HON) | 0.0 | $485k | +14% | 2.3k | 211.79 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $472k | 8.4k | 56.16 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $460k | -3% | 925.00 | 497.60 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $458k | +2% | 2.2k | 205.49 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $455k | 6.9k | 65.76 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $451k | +7% | 7.9k | 57.14 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $442k | 23k | 19.21 |
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| Cintas Corporation (CTAS) | 0.0 | $433k | +3% | 2.1k | 205.49 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $431k | 4.6k | 92.83 |
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| Mueller Industries (MLI) | 0.0 | $430k | 5.6k | 76.14 |
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| Hormel Foods Corporation (HRL) | 0.0 | $428k | +2% | 14k | 30.94 |
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| Broadcom (AVGO) | 0.0 | $421k | -3% | 2.5k | 167.46 |
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| Fiserv (FI) | 0.0 | $411k | +5% | 1.9k | 220.83 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $403k | 11k | 36.14 |
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| Applied Materials (AMAT) | 0.0 | $399k | 2.7k | 145.13 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $397k | 9.6k | 41.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $394k | +5% | 2.1k | 186.28 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $394k | +2% | 718.00 | 548.17 |
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| Waters Corporation (WAT) | 0.0 | $388k | 1.1k | 368.57 |
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| Cleveland-cliffs New Com (CLF) | 0.0 | $382k | 46k | 8.22 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $381k | 2.9k | 132.23 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $379k | -14% | 2.0k | 188.16 |
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| Qualcomm (QCOM) | 0.0 | $378k | +5% | 2.5k | 153.61 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $370k | -3% | 2.8k | 132.48 |
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| Nucor Corporation (NUE) | 0.0 | $365k | 3.0k | 120.33 |
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| Expedia Group Com New (EXPE) | 0.0 | $363k | NEW | 2.2k | 168.10 |
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| Bio-techne Corporation (TECH) | 0.0 | $363k | +8% | 6.2k | 58.63 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $357k | +6% | 2.1k | 166.00 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $352k | +11% | 18k | 19.78 |
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| Hubspot (HUBS) | 0.0 | $349k | +2% | 610.00 | 571.29 |
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| Otter Tail Corporation (OTTR) | 0.0 | $346k | 4.3k | 80.37 |
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| Emerson Electric (EMR) | 0.0 | $341k | 3.1k | 109.64 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $340k | 2.4k | 140.44 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $340k | +29% | 4.1k | 83.28 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $336k | +3% | 4.9k | 68.06 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $331k | +4% | 6.6k | 49.81 |
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| salesforce (CRM) | 0.0 | $323k | -2% | 1.2k | 268.36 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $322k | +9% | 3.8k | 83.87 |
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| At&t (T) | 0.0 | $321k | 11k | 28.28 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $318k | +14% | 3.9k | 80.70 |
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| Donaldson Company (DCI) | 0.0 | $313k | +9% | 4.7k | 67.06 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $312k | -30% | 4.2k | 74.00 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $311k | 2.8k | 110.46 |
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| Golden Entmt (GDEN) | 0.0 | $310k | 12k | 26.39 |
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| Kayne Anderson Bdc Com Shs (KBDC) | 0.0 | $301k | +57% | 19k | 16.22 |
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| Intel Corporation (INTC) | 0.0 | $301k | -2% | 13k | 22.71 |
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| Dex (DXCM) | 0.0 | $299k | 4.4k | 68.29 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $296k | 2.6k | 111.74 |
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| Celcuity (CELC) | 0.0 | $294k | 29k | 10.11 |
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| Palo Alto Networks (PANW) | 0.0 | $289k | 1.7k | 170.64 |
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| Paypal Holdings (PYPL) | 0.0 | $280k | 4.3k | 65.25 |
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| Morgan Stanley Com New (MS) | 0.0 | $279k | 2.4k | 116.67 |
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| Ameriprise Financial (AMP) | 0.0 | $275k | NEW | 568.00 | 484.11 |
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| Advanced Micro Devices (AMD) | 0.0 | $271k | +3% | 2.6k | 102.75 |
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| Chubb (CB) | 0.0 | $270k | +8% | 893.00 | 301.99 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $270k | 5.2k | 51.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $267k | NEW | 928.00 | 288.14 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $264k | 628.00 | 419.88 |
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| Nextera Energy (NEE) | 0.0 | $263k | 3.7k | 70.89 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $262k | -36% | 5.3k | 49.62 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $261k | 1.8k | 142.20 |
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| Verizon Communications (VZ) | 0.0 | $260k | NEW | 5.7k | 45.36 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $260k | NEW | 2.2k | 119.73 |
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| Boeing Company (BA) | 0.0 | $257k | -5% | 1.5k | 170.60 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $256k | 2.5k | 102.18 |
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| Dell Technologies CL C (DELL) | 0.0 | $255k | 2.8k | 91.15 |
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| Sow Good (SOWG) | 0.0 | $254k | 251k | 1.01 |
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| Dutch Bros Cl A (BROS) | 0.0 | $253k | +3% | 4.1k | 61.74 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $253k | 5.8k | 43.60 |
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| Howmet Aerospace (HWM) | 0.0 | $252k | 1.9k | 129.73 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $248k | 55k | 4.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $247k | -10% | 1.9k | 128.96 |
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| Norfolk Southern (NSC) | 0.0 | $247k | 1.0k | 236.87 |
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| Kinder Morgan (KMI) | 0.0 | $245k | -6% | 8.6k | 28.53 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $244k | 17k | 14.66 |
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| Ares Capital Corporation (ARCC) | 0.0 | $243k | 11k | 22.16 |
|
|
| American Tower Corp New Com (AMT) | 0.0 | $241k | 1.1k | 217.64 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $241k | -2% | 2.9k | 84.40 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $240k | 982.00 | 244.64 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $240k | 3.7k | 64.35 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $236k | NEW | 801.00 | 294.93 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $236k | -97% | 4.1k | 57.61 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $235k | 8.7k | 26.92 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $233k | 11k | 22.08 |
|
|
| Rockwell Automation (ROK) | 0.0 | $228k | +4% | 882.00 | 258.46 |
|
| ConocoPhillips (COP) | 0.0 | $227k | +3% | 2.2k | 105.03 |
|
| eBay (EBAY) | 0.0 | $227k | 3.3k | 67.73 |
|
|
| Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) | 0.0 | $223k | NEW | 2.3k | 95.62 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $222k | -40% | 3.5k | 62.76 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $222k | -31% | 865.00 | 257.03 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $222k | 5.1k | 43.92 |
|
|
| Goldman Sachs (GS) | 0.0 | $219k | 400.00 | 546.29 |
|
|
| Blackrock (BLK) | 0.0 | $215k | +7% | 227.00 | 947.01 |
|
| Southern Company (SO) | 0.0 | $214k | NEW | 2.3k | 91.95 |
|
| Union Pacific Corporation (UNP) | 0.0 | $213k | NEW | 903.00 | 236.24 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $213k | 3.5k | 60.48 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $211k | NEW | 9.0k | 23.43 |
|
| Becton, Dickinson and (BDX) | 0.0 | $208k | 906.00 | 229.06 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $207k | NEW | 4.1k | 50.64 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $204k | NEW | 4.5k | 45.26 |
|
| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.0 | $200k | NEW | 10k | 19.96 |
|
| Verve Therapeutics (VERV) | 0.0 | $91k | 20k | 4.57 |
|
|
| Durect Corp Com New (DRRX) | 0.0 | $74k | 92k | 0.80 |
|
|
| Uranium Energy (UEC) | 0.0 | $64k | 13k | 4.78 |
|
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $42k | 21k | 1.96 |
|
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $41k | 16k | 2.60 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $35k | NEW | 16k | 2.27 |
|
| Iovance Biotherapeutics (IOVA) | 0.0 | $33k | NEW | 10k | 3.33 |
|
| Lucid Group (LCID) | 0.0 | $24k | 10k | 2.42 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- 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
- Accredited Investors 2021 Q4 filed Jan. 31, 2022
- Accredited Investors 2021 Q3 filed Nov. 12, 2021