Accredited Investor Services, LLC Portfolio Holdings by Sector
Accredited Investor Services, LLC
- $120 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
AVUS FBCG AVUV DFAC VTEB SUB IAU MUB 44 stocks |
$90.9 Million
93.02% of portfolio
|
35
|
1
|
18
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NEA NUV AOD NFJ EMD ADX MMU NZF 24 stocks |
$6.82 Million
6.98% of portfolio
|
24
|
- |
22
|
- |
0
Calls
0
Puts
|