Accredited Investor Services, LLC Incresed Positions in Q2 2025

Accredited Investor Services, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
12.5K
+ 2.7%
$81.38 - $100.82 $1.01M - $1.26M
474K $47.8B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
12.4K
+ 2.91%
$35.12 - $48.24 $437K - $600K
440K $21.2B
DFAX
Dimensional ETF Tr
3.23K
+ 0.39%
$23.37 - $29.39 $75.4K - $94.8K
833K $24.5B
AVUV
American Centy ETF Tr Avantis

ETFs
6.48K
+ 14.99%
$75.17 - $91.21 $487K - $591K
49.7K $4.52B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.02K
+ 50.42%
$152.42 - $182.82 $308K - $369K
6.03K $1.1B
VUG
Vanguard Growth ETF

ETFs
532
+ 33.69%
$329.49 - $438.4 $175K - $233K
2.11K $925M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19
+ 0.02%
$29.12 - $35.84 $553 - $681
84.5K $3.03B
VTV
Vanguard Value ETF

ETFs
1.14K
+ 29.87%
$153.67 - $176.74 $175K - $201K
4.95K $875M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.11%
$456.74 - $568.03 $913 - $1.14K
1.83K $1.04B
VEA
Vanguard Ftse Developed Market

ETFs
670
+ 9.91%
$45.65 - $57.01 $30.6K - $38.2K
7.43K $424M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
10.7K
+ 38.74%
$5.17 - $5.91 $55.5K - $63.4K
38.4K $227M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
593
+ 3.91%
$17.11 - $21.71 $10.1K - $12.9K
15.8K $342M
XLF
Financial Sector Spdr

ETFs
200
+ 1.2%
$43.92 - $52.37 $8.78K - $10.5K
16.9K $885M
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
2.52K
+ 23.04%
$12.19 - $13.37 $30.7K - $33.7K
13.4K $180M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1.52K
+ 11.85%
$11.7 - $14.28 $17.8K - $21.7K
14.3K $204M
PIO
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.37%
$35.79 - $44.67 $895 - $1.12K
6.8K $304M
GLD
Spdr Gold Trust

ETFs
55
+ 7.71%
$273.71 - $316.29 $15.1K - $17.4K
768 $234M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
4.61K
+ 17.79%
$4.83 - $5.39 $22.2K - $24.8K
30.5K $164M
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.13%
N/A
2.27K $464M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
6.14K
+ 55.13%
$3.55 - $4.0 $21.8K - $24.5K
17.3K $68.7M
HYD
Vaneck High Yield Muni ETF

ETFs
558
+ 7.39%
$49.08 - $51.35 $27.4K - $28.7K
8.11K $407M
XLV
Select Sector Spdr Fund Health

ETFs
400
+ 12.41%
$128.77 - $144.3 $51.5K - $57.7K
3.62K $488M
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
499
+ 3.96%
$17.26 - $19.28 $8.61K - $9.62K
13.1K $252M
DFAT
Dimensional ETF Tr U S Target

ETFs
32
+ 0.55%
$44.8 - $53.97 $1.43K - $1.73K
5.81K $313M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
564
+ 1.52%
$8.72 - $10.05 $4.92K - $5.67K
37.6K $378M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
168
+ 1.73%
$47.89 - $48.65 $8.05K - $8.17K
9.88K $481M
EAD
Allspring Income Opportunities Fund

Financial Services
189
+ 0.81%
$6.11 - $7.06 $1.15K - $1.33K
23.5K $166M
JFR
Nuveen Floating Rate Income Fund

Financial Services
145
+ 0.55%
$7.51 - $8.49 $1.09K - $1.23K
26.6K $225M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1
+ 0.0%
$8.43 - $8.77 $8.43 - $8.77
105K $915M
XLE
Energy Sector Spdr

ETFs
200
+ 2.59%
$76.44 - $94.13 $15.3K - $18.8K
7.93K $673M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accredited Investor Services, LLC Portfolio

Follow Accredited Investor Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Investor Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investor Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email