Accredited Investors

Accredited Investors as of March 31, 2025

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