Accredited Investors

Accredited Investors as of Dec. 31, 2024

Portfolio Holdings for Accredited Investors

Accredited Investors holds 228 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Mcp Etf (IJH) 9.8 $167M 2.7M 62.31
American Centy Etf Tr Intl Smcp Vlu (AVDV) 9.4 $160M 2.5M 65.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.5 $111M 4.9M 22.70
United Parcel Service CL B (UPS) 5.8 $99M 785k 126.10
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $89M 771k 115.22
Ishares Tr Core S&p500 Etf (IVV) 4.5 $76M 129k 588.68
Vanguard Index Fds Value Etf (VTV) 4.2 $73M 428k 169.30
Amazon (AMZN) 3.7 $64M 290k 219.39
Apple (AAPL) 3.5 $60M 240k 250.42
Ishares Tr Msci Eafe Etf (EFA) 3.4 $59M 778k 75.61
Roblox Corp Cl A (RBLX) 3.4 $58M 997k 57.86
1/100 Berkshire Hathaway Cl A 3.2 $55M 8.0k 6809.20
Ishares Tr Russell 2000 Etf (IWM) 3.1 $52M 237k 220.96
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.5 $43M 847k 51.14
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $39M 96k 401.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.9 $32M 555k 57.41
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.7 $28M 223k 126.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $26M 58k 453.28
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.5 $26M 221k 117.48
Schwab Strategic Tr Fundamental Us S (FNDA) 1.4 $23M 788k 29.70
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.3 $22M 466k 47.82
Microsoft Corporation (MSFT) 0.9 $16M 38k 421.50
Automatic Data Processing (ADP) 0.9 $15M 51k 292.73
Ishares Tr Esg Aware Msci (ESML) 0.8 $14M 341k 42.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $14M 24k 586.09
Ishares Tr Eafe Value Etf (EFV) 0.8 $13M 254k 52.47
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $10M 80k 129.34
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.6 $9.9M 179k 55.35
C H Robinson Worldwide Com New (CHRW) 0.6 $9.7M 94k 103.32
NVIDIA Corporation (NVDA) 0.6 $9.6M 72k 134.29
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.5 $8.6M 186k 46.44
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.5 $8.4M 201k 41.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $8.0M 28k 289.81
General Mills (GIS) 0.5 $7.7M 121k 63.77
Vanguard World Mega Grwth Ind (MGK) 0.4 $7.4M 22k 343.41
Ishares Tr Msci Usa Esg Slc (SUSA) 0.4 $7.3M 60k 121.59
Old National Ban (ONB) 0.4 $6.0M 278k 21.70
Alphabet Cap Stk Cl C (GOOG) 0.3 $5.9M 31k 190.44
JPMorgan Chase & Co. (JPM) 0.3 $5.0M 21k 239.71
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.0M 65k 76.14
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $4.9M 50k 96.90
Ishares Tr Msci Kld400 Soc (DSI) 0.2 $4.0M 36k 110.25
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $3.9M 78k 49.72
Ishares Tr Esg Eafe Etf (DMXF) 0.2 $3.8M 59k 64.62
UnitedHealth (UNH) 0.2 $3.8M 7.5k 505.87
3M Company (MMM) 0.2 $3.7M 29k 129.09
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.5M 11k 322.16
Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.2M 14k 240.28
Us Bancorp Del Com New (USB) 0.2 $3.2M 66k 47.83
Alphabet Cap Stk Cl A (GOOGL) 0.2 $3.1M 16k 189.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $3.0M 16k 189.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.8M 5.1k 538.83
Tesla Motors (TSLA) 0.2 $2.8M 6.8k 403.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $2.6M 14k 185.13
Eli Lilly & Co. (LLY) 0.1 $2.5M 3.2k 772.09
Costco Whsl Corp New Com (COST) 0.1 $2.4M 2.7k 916.20
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $2.3M 94k 24.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $2.3M 4.4k 511.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.2M 17k 128.62
Meta Platforms Cl A (META) 0.1 $2.2M 3.7k 585.46
Gra (GGG) 0.1 $2.1M 24k 84.29
Tactile Systems Technology, In (TCMD) 0.1 $2.0M 115k 17.13
Travelers Companies (TRV) 0.1 $2.0M 8.2k 240.89
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.0M 5.6k 351.79
Visa Cl A (V) 0.1 $1.9M 6.0k 316.04
Procter & Gamble Company (PG) 0.1 $1.9M 11k 167.65
Exxon Mobil Corporation (XOM) 0.1 $1.8M 17k 107.57
Oracle Corporation (ORCL) 0.1 $1.8M 11k 166.64
Vanguard Index Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.8M 30k 58.93
Home Depot (HD) 0.1 $1.7M 4.4k 389.01
Abbott Laboratories (ABT) 0.1 $1.6M 14k 113.11
Aon Shs Cl A (AON) 0.1 $1.5M 4.2k 359.16
SPS Commerce (SPSC) 0.1 $1.5M 7.9k 183.99
Abbvie (ABBV) 0.1 $1.4M 8.1k 177.69
Pepsi (PEP) 0.1 $1.4M 9.3k 152.06
Xcel Energy (XEL) 0.1 $1.4M 21k 67.52
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $1.4M 44k 30.98
Wal-Mart Stores (WMT) 0.1 $1.3M 15k 90.35
American Express Company (AXP) 0.1 $1.3M 4.3k 296.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $1.3M 46k 27.87
Wells Fargo New Com (WFC) 0.1 $1.2M 18k 70.24
Heartland Financial USA (HTLF) 0.1 $1.2M 20k 61.30
Fastenal Company (FAST) 0.1 $1.2M 17k 71.91
Johnson & Johnson (JNJ) 0.1 $1.2M 8.2k 144.63
Merck & Co (MRK) 0.1 $1.2M 12k 99.48
Ge Aerospace Com New (GE) 0.1 $1.2M 6.9k 166.80
Target Corporation (TGT) 0.1 $1.1M 8.4k 135.19
McDonald's Corporation (MCD) 0.1 $1.1M 3.9k 289.86
Tennant Company (TNC) 0.1 $1.1M 13k 81.53
Bank of America Corporation (BAC) 0.1 $1.0M 24k 43.95
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M 5.1k 195.83
Medtronic SHS (MDT) 0.1 $917k 12k 79.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $892k 1.6k 569.67
International Business Machines (IBM) 0.1 $880k 4.0k 219.83
Coca-Cola Company (KO) 0.1 $873k 14k 62.26
Walt Disney Company (DIS) 0.0 $841k 7.6k 111.35
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $839k 20k 42.48
Bristol Myers Squibb (BMY) 0.0 $835k 15k 56.56
Caterpillar (CAT) 0.0 $829k 2.3k 362.80
Broadridge Financial Solutions (BR) 0.0 $807k 3.6k 226.09
Ishares Tr National Mun Etf (MUB) 0.0 $796k 7.5k 106.55
Netflix (NFLX) 0.0 $766k 859.00 891.62
Chevron Corp New Com (CVX) 0.0 $765k 5.3k 144.84
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $756k 2.9k 264.13
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $753k 2.6k 287.82
Treace Med Concepts (TMCI) 0.0 $744k 100k 7.44
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $698k 8.0k 87.25
Shopify Cl A (SHOP) 0.0 $683k 6.4k 106.33
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $654k 1.8k 366.16
Cadence Design Systems (CDNS) 0.0 $654k 2.2k 300.46
Select Sector Spdr Tr Technology (XLK) 0.0 $650k 2.8k 232.52
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $647k 4.9k 132.10
Ge Vernova (GEV) 0.0 $647k 2.0k 328.93
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $641k 8.2k 78.65
Analog Devices (ADI) 0.0 $633k 3.0k 212.46
Mosaic New Com (MOS) 0.0 $626k 26k 24.58
Vanguard Index Fds Growth Etf (VUG) 0.0 $616k 1.5k 410.44
Amphenol Corp New Cl A (APH) 0.0 $614k 8.8k 69.45
Broadcom (AVGO) 0.0 $603k 2.6k 231.81
Philip Morris International (PM) 0.0 $590k 4.9k 120.34
Solventum Corp Com Shs (SOLV) 0.0 $569k 8.6k 66.06
Ecolab (ECL) 0.0 $566k 2.4k 234.34
Amgen (AMGN) 0.0 $555k 2.1k 260.68
Intuitive Surgical Com New (ISRG) 0.0 $543k 1.0k 521.96
Cisco Systems (CSCO) 0.0 $533k 9.0k 59.20
Sow Good (SOWG) 0.0 $513k 251k 2.04
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $510k 2.4k 215.51
Pfizer (PFE) 0.0 $507k 19k 26.53
Royal Caribbean Cruises (RCL) 0.0 $504k 2.2k 230.71
Invesco Exch Traded Tr Ii Kbw Regl Bkg (KBWR) 0.0 $502k 8.4k 59.79
Thermo Fisher Scientific (TMO) 0.0 $498k 958.00 520.23
Zoetis Cl A (ZTS) 0.0 $493k 3.0k 162.94
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $477k 6.9k 68.94
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $476k 4.7k 101.53
Hercules Technology Growth Capital (HTGC) 0.0 $462k 23k 20.09
Anthem (ELV) 0.0 $456k 1.2k 368.90
Honeywell International (HON) 0.0 $454k 2.0k 225.88
Altria (MO) 0.0 $453k 8.7k 52.29
Mueller Industries (MLI) 0.0 $444k 5.6k 79.36
Applied Materials (AMAT) 0.0 $444k 2.7k 162.61
Ishares Tr Core Msci Eafe (IEFA) 0.0 $440k 6.3k 70.28
Cleveland-cliffs New Com (CLF) 0.0 $436k 46k 9.40
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.0 $436k 6.0k 72.18
Hormel Foods Corporation (HRL) 0.0 $423k 14k 31.37
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $422k 7.3k 57.53
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $418k 8.3k 50.13
Hubspot (HUBS) 0.0 $417k 598.00 696.77
Bio-techne Corporation (TECH) 0.0 $413k 5.7k 72.03
Ishares Tr Select Divid Etf (DVY) 0.0 $412k 3.1k 131.29
salesforce (CRM) 0.0 $411k 1.2k 334.33
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $402k 9.8k 40.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $400k 2.0k 197.49
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $399k 2.0k 198.18
Waters Corporation (WAT) 0.0 $391k 1.1k 370.98
Invesco Exch Traded Tr Ii Kbw Bk Etf (KBWB) 0.0 $387k 5.9k 65.34
Ishares Tr U.s. Tech Etf (IYW) 0.0 $387k 2.4k 159.50
Emerson Electric (EMR) 0.0 $385k 3.1k 123.93
Celcuity (CELC) 0.0 $381k 29k 13.09
Paypal Holdings (PYPL) 0.0 $373k 4.4k 85.35
Golden Entmt (GDEN) 0.0 $371k 12k 31.60
Cintas Corporation (CTAS) 0.0 $371k 2.0k 182.66
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $370k 11k 33.21
Mastercard Incorporated Cl A (MA) 0.0 $369k 700.00 526.59
Fiserv (FI) 0.0 $361k 1.8k 205.42
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $361k 4.8k 76.06
Qualcomm (QCOM) 0.0 $357k 2.3k 153.62
Nucor Corporation (NUE) 0.0 $352k 3.0k 116.70
Delta Air Lines Inc Del Com New (DAL) 0.0 $348k 5.8k 60.50
Dex (DXCM) 0.0 $340k 4.4k 77.77
Vanguard Index Fds Large Cap Etf (VV) 0.0 $340k 1.3k 269.70
Raytheon Technologies Corp (RTX) 0.0 $335k 2.9k 115.73
Dell Technologies CL C (DELL) 0.0 $322k 2.8k 115.24
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.0 $317k 2.6k 119.51
Otter Tail Corporation (OTTR) 0.0 $315k 4.3k 73.84
Advanced Micro Devices (AMD) 0.0 $309k 2.6k 120.80
Palo Alto Networks (PANW) 0.0 $309k 1.7k 181.96
Select Sector Spdr Tr Financial (XLF) 0.0 $308k 6.4k 48.33
Ishares Tr Short Treas Bd (SHV) 0.0 $305k 2.8k 110.11
Morgan Stanley Com New (MS) 0.0 $299k 2.4k 125.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $295k 16k 18.50
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $291k 5.2k 55.66
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $286k 3.2k 90.93
Donaldson Company (DCI) 0.0 $286k 4.2k 67.35
Boeing Company (BA) 0.0 $282k 1.6k 177.05
On Hldg Namen Akt A (ONON) 0.0 $277k 5.1k 54.77
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $274k 2.1k 127.59
Intel Corporation (INTC) 0.0 $272k 14k 20.05
Nextera Energy (NEE) 0.0 $270k 3.8k 71.69
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $269k 3.4k 78.17
Bank of New York Mellon Corporation (BK) 0.0 $269k 3.5k 76.83
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $267k 628.00 425.50
Grab Holdings Class A Ord (GRAB) 0.0 $258k 55k 4.72
At&t (T) 0.0 $255k 11k 22.77
Kinder Morgan (KMI) 0.0 $253k 9.2k 27.40
Owl Rock Capital Corporation (OBDC) 0.0 $251k 17k 15.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $249k 982.00 253.75
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $249k 2.5k 99.55
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.0 $247k 8.7k 28.31
Norfolk Southern (NSC) 0.0 $245k 1.0k 234.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $244k 11k 23.18
Rockwell Automation (ROK) 0.0 $241k 843.00 285.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $240k 2.8k 84.79
Ares Capital Corporation (ARCC) 0.0 $240k 11k 21.89
Kimberly-Clark Corporation (KMB) 0.0 $240k 1.8k 131.02
Chubb (CB) 0.0 $227k 821.00 276.30
Goldman Sachs (GS) 0.0 $227k 396.00 572.62
FedEx Corporation (FDX) 0.0 $225k 800.00 281.34
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $225k 3.5k 63.75
Palantir Technologies Cl A (PLTR) 0.0 $221k 2.9k 75.63
Alliant Energy Corporation (LNT) 0.0 $218k 3.7k 59.14
Blackrock Com Added (BLK) 0.0 $217k 212.00 1025.11
Adobe Systems Incorporated (ADBE) 0.0 $216k 485.00 445.04
Howmet Aerospace (HWM) 0.0 $209k 1.9k 109.37
eBay (EBAY) 0.0 $208k 3.3k 61.95
Dutch Bros Cl A (BROS) 0.0 $207k 3.9k 52.38
ConocoPhillips (COP) 0.0 $206k 2.1k 99.18
Becton, Dickinson and (BDX) 0.0 $204k 901.00 226.87
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $204k 987.00 206.92
Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $203k 5.9k 34.35
American Tower Corp New Com (AMT) 0.0 $202k 1.1k 183.43
Invesco Exchange Traded T S&p500 Pur Gwt (RPG) 0.0 $201k 4.9k 41.26
Kayne Anderson Bdc Com Shs (KBDC) 0.0 $196k 12k 16.54
Verve Therapeutics (VERV) 0.0 $113k 20k 5.64
Uranium Energy (UEC) 0.0 $89k 13k 6.69
Durect Corp Com New 0.0 $69k 92k 0.75
Edap Tms S A Sponsored Adr (EDAP) 0.0 $47k 21k 2.21
Granite Pt Mtg Tr Inc Com Stk (GPMT) 0.0 $44k 16k 2.79
Lucid Group 0.0 $31k 10k 3.02