Accredited Investor Services, LLC Portfolio Holdings by Sector
Accredited Investor Services, LLC
- $145 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUS FBCG AVUV DFAC IAU SPY SUB MUB 48 stocks |
$112 Million
94.06% of portfolio
|
16
|
19
|
5
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NEA NUV AOD NFJ EMD ADX MMU NPFD 26 stocks |
$7.05 Million
5.94% of portfolio
|
9
|
16
|
2
|
- |
0
Calls
0
Puts
|