Accredited Investor Services, LLC Portfolio Holdings by Sector
Accredited Investor Services, LLC
- $132 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUS FBCG AVUV DFAC IAU SUB SPY MUB 43 stocks |
$101 Million
94.06% of portfolio
|
20
|
7
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NEA NUV NFJ EMD ADX MMU NPFD NZF 25 stocks |
$6.4 Million
5.94% of portfolio
|
13
|
12
|
3
|
- |
0
Calls
0
Puts
|