Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDV, IJH, UPS, SCHB, IJR, and represent 35.14% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$36M), AVDV (+$32M), VEU (+$11M), NVDA (+$7.7M), VTV (+$5.9M), IVV, SOWG, SUSA, WFC, VUG.
- Started 23 new stock positions in DFUS, VIGI, CPHC, VUG, VCIT, SOLV, DFUV, EXPD, SOWG, LRCX. DFAT, NVO, ADBE, TMCI, XLV, GRAB, SCHF, GEV, PANW, HYG, DRRX, LCID, CRM.
- Reduced shares in these 10 stocks: MSTR (-$13M), IJH (-$5.8M), AAXJ, AGG, TSLA, CLSK, EFA, SPYV, PRFZ, IWS.
- Sold out of its positions in CSR, CLSK, DE, DG, IDV, QUAL, MSTR, RVNC, SLB, UNP. VEEV, VZLA, DES.
- Accredited Investors was a net buyer of stock by $63M.
- Accredited Investors has $1.6B in assets under management (AUM), dropping by 3.00%.
- Central Index Key (CIK): 0001518364
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Portfolio Holdings for Accredited Investors
Accredited Investors holds 220 positions in its portfolio as reported in the June 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) | 8.6 | $138M | +30% | 2.1M | 64.95 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.4 | $135M | -4% | 2.3M | 58.52 |
|
| United Parcel Service CL B (UPS) | 6.7 | $107M | 785k | 136.85 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 6.3 | $101M | +55% | 1.6M | 62.87 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.1 | $82M | 767k | 106.66 |
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|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.8 | $77M | +15% | 1.3M | 58.64 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.4 | $71M | +6% | 130k | 547.23 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.3 | $69M | -3% | 878k | 78.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.9 | $62M | +10% | 388k | 160.41 |
|
| Amazon (AMZN) | 3.5 | $57M | 293k | 193.25 |
|
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| 1/100 Berkshire Hathaway Cl A | 3.4 | $55M | 9.0k | 6122.41 |
|
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| Apple (AAPL) | 3.2 | $51M | 243k | 210.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $49M | 239k | 202.89 |
|
|
| Roblox Corp Cl A (RBLX) | 2.9 | $47M | 1.3M | 37.21 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.7 | $43M | -3% | 879k | 48.74 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.2 | $36M | 98k | 364.51 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.6 | $25M | -3% | 230k | 110.35 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.5 | $25M | 499k | 49.42 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $20M | 177k | 112.63 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $18M | +3% | 45k | 406.80 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $16M | -19% | 167k | 97.07 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.0 | $16M | 280k | 57.68 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 1.0 | $15M | 281k | 54.92 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $14M | -3% | 259k | 53.04 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.8 | $13M | 338k | 38.50 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $13M | 24k | 544.20 |
|
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| Automatic Data Processing (ADP) | 0.8 | $12M | 51k | 238.69 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $9.8M | -10% | 81k | 120.74 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $8.5M | +961% | 69k | 123.54 |
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| Microsoft Corporation (MSFT) | 0.5 | $8.3M | +2% | 19k | 446.94 |
|
| General Mills (GIS) | 0.5 | $8.1M | 129k | 63.26 |
|
|
| Invesco Exchange Traded T Ftse Rafi 1500 (PRFZ) | 0.5 | $8.1M | -13% | 212k | 38.14 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $7.7M | 165k | 46.61 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.4 | $7.1M | 81k | 88.11 |
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|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $7.0M | -2% | 22k | 314.21 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $6.9M | 26k | 267.51 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.4 | $6.8M | +22% | 61k | 112.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $5.3M | 29k | 183.42 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $5.0M | +4% | 63k | 78.78 |
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| UnitedHealth (UNH) | 0.3 | $4.3M | 8.4k | 509.26 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $4.1M | 39k | 103.85 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $3.6M | +12% | 54k | 67.43 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $3.3M | +10% | 71k | 46.58 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.2M | 11k | 297.54 |
|
|
| 3M Company (MMM) | 0.2 | $3.1M | 31k | 102.19 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.9M | 14k | 218.04 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $2.9M | 3.2k | 905.45 |
|
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| JPMorgan Chase & Co. (JPM) | 0.2 | $2.9M | +4% | 14k | 202.27 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.7M | 16k | 168.79 |
|
|
| Costco Whsl Corp New Com (COST) | 0.2 | $2.5M | -7% | 3.0k | 849.96 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.5M | -2% | 5.0k | 500.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $2.5M | -8% | 14k | 182.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.5M | -5% | 14k | 174.47 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $2.3M | +2% | 58k | 39.70 |
|
| Meta Platforms Cl A (META) | 0.1 | $2.2M | 4.3k | 504.26 |
|
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| Procter & Gamble Company (PG) | 0.1 | $1.9M | +4% | 12k | 164.93 |
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| Gra (GGG) | 0.1 | $1.9M | 24k | 79.28 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.8M | 30k | 60.30 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | 3.8k | 479.17 |
|
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| W Good Com Added (SOWG) | 0.1 | $1.8M | NEW | 89k | 20.02 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.8M | 73k | 24.49 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | +15% | 16k | 115.12 |
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| Target Corporation (TGT) | 0.1 | $1.8M | +22% | 12k | 148.04 |
|
| Pepsi (PEP) | 0.1 | $1.7M | +2% | 11k | 164.93 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | 5.5k | 303.41 |
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| Travelers Companies (TRV) | 0.1 | $1.7M | 8.2k | 203.34 |
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| Wells Fargo New Com (WFC) | 0.1 | $1.6M | +124% | 27k | 59.39 |
|
| Visa Com Cl A (V) | 0.1 | $1.5M | -2% | 5.9k | 262.47 |
|
| Tesla Motors (TSLA) | 0.1 | $1.5M | -70% | 7.7k | 197.89 |
|
| Home Depot (HD) | 0.1 | $1.5M | +7% | 4.4k | 344.26 |
|
| SPS Commerce (SPSC) | 0.1 | $1.5M | 7.9k | 188.16 |
|
|
| Merck & Co (MRK) | 0.1 | $1.5M | 12k | 123.80 |
|
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | 10k | 141.20 |
|
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| Tactile Systems Technology, In (TCMD) | 0.1 | $1.4M | +3% | 115k | 11.94 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.3M | 42k | 31.74 |
|
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | +9% | 13k | 103.91 |
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| Tennant Company (TNC) | 0.1 | $1.3M | 13k | 98.44 |
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| Aon Shs Cl A (AON) | 0.1 | $1.2M | 4.2k | 293.58 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.2M | 7.7k | 158.97 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.2M | 10k | 118.77 |
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| Abbvie (ABBV) | 0.1 | $1.1M | 6.7k | 171.53 |
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| Xcel Energy (XEL) | 0.1 | $1.1M | 21k | 53.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $1.1M | +6% | 11k | 100.84 |
|
| Applied Materials (AMAT) | 0.1 | $1.1M | -2% | 4.8k | 235.98 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | +5% | 7.6k | 146.15 |
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| McDonald's Corporation (MCD) | 0.1 | $997k | 3.9k | 254.81 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $968k | +14% | 14k | 67.71 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $956k | +77% | 5.2k | 182.56 |
|
| Fastenal Company (FAST) | 0.1 | $934k | -18% | 15k | 62.84 |
|
| Bank of America Corporation (BAC) | 0.1 | $919k | -2% | 23k | 39.77 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $882k | 8.3k | 106.55 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $879k | +206% | 3.9k | 226.23 |
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| Heartland Financial USA (HTLF) | 0.1 | $866k | -13% | 20k | 44.45 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $861k | +59% | 1.6k | 535.15 |
|
| American Express Company (AXP) | 0.1 | $846k | -4% | 3.7k | 231.51 |
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| Medtronic SHS (MDT) | 0.1 | $831k | -6% | 11k | 78.71 |
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| Chevron Corp New Com (CVX) | 0.1 | $819k | +11% | 5.2k | 156.43 |
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| Walt Disney Company (DIS) | 0.0 | $801k | 8.1k | 99.29 |
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| Caterpillar (CAT) | 0.0 | $781k | -17% | 2.3k | 333.08 |
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| Cleveland-cliffs New Com (CLF) | 0.0 | $714k | 46k | 15.39 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $714k | -10% | 3.0k | 242.10 |
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| International Business Machines (IBM) | 0.0 | $704k | 4.1k | 172.95 |
|
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| Broadridge Financial Solutions (BR) | 0.0 | $704k | 3.6k | 197.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $684k | 2.6k | 262.53 |
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| Analog Devices (ADI) | 0.0 | $681k | 3.0k | 228.26 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $664k | 8.5k | 78.31 |
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| Amgen (AMGN) | 0.0 | $662k | 2.1k | 312.40 |
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| Cadence Design Systems (CDNS) | 0.0 | $659k | 2.1k | 307.75 |
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| Anthem (ELV) | 0.0 | $657k | 1.2k | 541.86 |
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| Coca-Cola Company (KO) | 0.0 | $631k | +8% | 9.9k | 63.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $615k | NEW | 1.6k | 374.01 |
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| Bristol Myers Squibb (BMY) | 0.0 | $614k | 15k | 41.53 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $596k | 1.8k | 333.39 |
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| Amphenol Corp New Cl A (APH) | 0.0 | $595k | +131% | 8.8k | 67.37 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $583k | 2.4k | 246.67 |
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| Philip Morris International (PM) | 0.0 | $574k | 5.7k | 101.32 |
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| Netflix (NFLX) | 0.0 | $573k | 849.00 | 675.11 |
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| Pfizer (PFE) | 0.0 | $560k | -4% | 20k | 27.98 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $538k | -88% | 7.5k | 71.98 |
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| Zoetis Cl A (ZTS) | 0.0 | $519k | 3.0k | 173.34 |
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| Dex (DXCM) | 0.0 | $511k | -2% | 4.5k | 113.38 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $501k | 906.00 | 553.00 |
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| Nucor Corporation (NUE) | 0.0 | $492k | +4% | 3.1k | 158.10 |
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| Intel Corporation (INTC) | 0.0 | $481k | 16k | 30.97 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $478k | -18% | 9.7k | 49.12 |
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| Celcuity (CELC) | 0.0 | $477k | 29k | 16.38 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $470k | 23k | 20.45 |
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| Treace Med Concepts (TMCI) | 0.0 | $459k | NEW | 69k | 6.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $455k | -4% | 6.3k | 72.64 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $454k | -4% | 1.0k | 444.85 |
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| Honeywell International (HON) | 0.0 | $447k | 2.1k | 213.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $438k | 4.7k | 92.54 |
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| Shopify Cl A (SHOP) | 0.0 | $427k | 6.5k | 66.05 |
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| Cisco Systems (CSCO) | 0.0 | $426k | +19% | 9.0k | 47.51 |
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| Qualcomm (QCOM) | 0.0 | $425k | 2.1k | 199.18 |
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| Hormel Foods Corporation (HRL) | 0.0 | $425k | +3% | 14k | 30.49 |
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| Advanced Micro Devices (AMD) | 0.0 | $413k | +10% | 2.5k | 162.20 |
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| Altria (MO) | 0.0 | $408k | 9.0k | 45.55 |
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| Solventum Corp Com Shs (SOLV) | 0.0 | $404k | NEW | 7.6k | 52.88 |
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| Ecolab (ECL) | 0.0 | $395k | +6% | 1.7k | 238.07 |
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| Emerson Electric (EMR) | 0.0 | $376k | +3% | 3.4k | 110.16 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $370k | NEW | 4.8k | 77.14 |
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| Cintas Corporation (CTAS) | 0.0 | $370k | +6% | 528.00 | 700.85 |
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| Broadcom (AVGO) | 0.0 | $370k | -7% | 230.00 | 1607.97 |
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| Otter Tail Corporation (OTTR) | 0.0 | $369k | 4.2k | 87.59 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $368k | 2.0k | 182.52 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $365k | 2.4k | 150.52 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $359k | 6.7k | 53.50 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $348k | 2.2k | 159.43 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $343k | +5% | 2.0k | 173.81 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $337k | 4.8k | 69.93 |
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| Ge Vernova (GEV) | 0.0 | $330k | NEW | 1.9k | 171.51 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $330k | -15% | 5.5k | 59.89 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $327k | NEW | 8.3k | 39.27 |
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| Mueller Industries (MLI) | 0.0 | $319k | 5.6k | 56.94 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $316k | -5% | 7.2k | 43.76 |
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| Bio-techne Corporation (TECH) | 0.0 | $312k | -17% | 4.4k | 71.65 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $311k | +3% | 1.2k | 249.62 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $307k | -28% | 2.8k | 110.50 |
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| Waters Corporation (WAT) | 0.0 | $306k | 1.1k | 290.12 |
|
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| Kimberly-Clark Corporation (KMB) | 0.0 | $305k | 2.2k | 138.19 |
|
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| Mastercard Incorporated Cl A (MA) | 0.0 | $303k | +30% | 687.00 | 441.12 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $299k | 6.3k | 47.44 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $299k | 3.0k | 100.38 |
|
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| Boeing Company (BA) | 0.0 | $290k | -31% | 1.6k | 182.07 |
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| American Tower Corp New Com (AMT) | 0.0 | $290k | -5% | 1.5k | 194.37 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $290k | 7.0k | 41.11 |
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| Nextera Energy (NEE) | 0.0 | $287k | +7% | 4.1k | 70.81 |
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| Hubspot (HUBS) | 0.0 | $279k | 473.00 | 589.79 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $278k | NEW | 5.4k | 51.87 |
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| Donaldson Company (DCI) | 0.0 | $278k | 3.9k | 71.56 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $276k | 3.5k | 77.92 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $276k | 3.1k | 88.11 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $271k | NEW | 487.00 | 555.54 |
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| Paypal Holdings (PYPL) | 0.0 | $270k | 4.7k | 58.03 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $270k | 5.4k | 50.11 |
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| Ford Motor Company (F) | 0.0 | $265k | 21k | 12.54 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $263k | 2.6k | 99.33 |
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| Elf Beauty (ELF) | 0.0 | $261k | -5% | 1.2k | 210.72 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $260k | NEW | 6.8k | 38.42 |
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| Lam Research Corporation (LRCX) | 0.0 | $257k | NEW | 241.00 | 1064.85 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $255k | 17k | 15.36 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $255k | 2.1k | 118.60 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $252k | NEW | 3.1k | 81.28 |
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| Morgan Stanley Com New (MS) | 0.0 | $251k | -6% | 2.6k | 97.19 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $250k | 3.7k | 67.57 |
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| Southern Company (SO) | 0.0 | $242k | -7% | 3.1k | 77.57 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $242k | NEW | 1.7k | 145.75 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $241k | -33% | 2.5k | 96.13 |
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| FedEx Corporation (FDX) | 0.0 | $239k | -7% | 797.00 | 299.96 |
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| salesforce (CRM) | 0.0 | $239k | NEW | 929.00 | 257.10 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $237k | NEW | 3.0k | 79.93 |
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| Palo Alto Networks (PANW) | 0.0 | $234k | NEW | 689.00 | 339.01 |
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| ConocoPhillips (COP) | 0.0 | $232k | -6% | 2.0k | 114.35 |
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| Comcast Corp New Cl A (CMCSA) | 0.0 | $232k | +18% | 5.9k | 39.16 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $227k | 988.00 | 229.56 |
|
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| Becton, Dickinson and (BDX) | 0.0 | $226k | +7% | 967.00 | 233.71 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $225k | 3.5k | 64.25 |
|
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| Ares Capital Corporation (ARCC) | 0.0 | $224k | -56% | 11k | 20.84 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $224k | -77% | 2.4k | 91.78 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $221k | 1.8k | 120.98 |
|
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $218k | 5.9k | 37.26 |
|
|
| Norfolk Southern (NSC) | 0.0 | $217k | 1.0k | 214.71 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $215k | 461.00 | 467.23 |
|
|
| At&t (T) | 0.0 | $215k | 11k | 19.11 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $212k | NEW | 1.5k | 142.74 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $209k | NEW | 3.6k | 58.85 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $207k | NEW | 1.7k | 124.79 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $207k | 528.00 | 391.13 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $204k | 2.8k | 72.00 |
|
|
| Rockwell Automation (ROK) | 0.0 | $201k | 731.00 | 275.36 |
|
|
| Canterbury Park Holding Corporation (CPHC) | 0.0 | $201k | NEW | 9.2k | 21.84 |
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $190k | NEW | 53k | 3.55 |
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $117k | 21k | 5.44 |
|
|
| Durect Corp Com New (DRRX) | 0.0 | $113k | NEW | 88k | 1.29 |
|
| Verve Therapeutics (VERV) | 0.0 | $85k | +16% | 18k | 4.88 |
|
| Uranium Energy (UEC) | 0.0 | $80k | 13k | 6.01 |
|
|
| Allurion Technologies Com Shs (ALUR) | 0.0 | $50k | +33% | 50k | 1.00 |
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $47k | 16k | 2.97 |
|
|
| Lucid Group (LCID) | 0.0 | $27k | NEW | 10k | 2.61 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- 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
- Accredited Investors 2020 Q4 filed Feb. 11, 2021
- Accredited Investors 2020 Q3 filed Nov. 5, 2020