Accredited Wealth Management, LLC Purchases in Q3 2025

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
590
+ 39.86%
N/A
2.07K $1.89B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.49K
+ 56.57%
$62.09 - $66.51 $279K - $299K
12.4K $1.2B
AVDV
American Centy ETF Tr Avantis

ETFs
135K
+ 22165.63%
$79.24 - $89.03 $10.7M - $12M
135K $573M
XLV
Select Sector Spdr Fund Health

ETFs
57
New
$129.01 - $139.72 $7.35K - $7.96K
57 $397M
GOOG
Alphabet Inc.

Communication Services
1.45K
+ 60.23%
$175.16 - $255.24 $254K - $370K
3.86K $575M
MOTI
Vaneck Morningstar Internation

ETFs
51K
+ 155.12%
$34.53 - $37.86 $1.76M - $1.93M
83.9K $1.25B
Ishares Ethereum Tr
17.8K
New
N/A
17.8K $102M
Vanguard Malvern Fds
7.65K
+ 900.12%
N/A
8.5K $155M
AVES
American Centy ETF Tr Avantis

ETFs
30.9K
+ 359.66%
$53.51 - $57.96 $1.65M - $1.79M
39.5K $538M
MU
Micron Technology Inc

Technology
5.09K
+ 5086.0%
$104.88 - $168.89 $533K - $859K
5.19K $83.7M
ABBV
Abb Vie Inc.

Healthcare
9.34K
+ 1120.89%
$184.85 - $231.54 $1.73M - $2.16M
10.2K $193M
Fidelity Merrimack Str Tr
129K
New
N/A
129K $34.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
68K
+ 666.45%
$48.5 - $50.19 $3.3M - $3.42M
78.3K $535M
NVDA
Nvidia Corp

Technology
70
+ 7.53%
$153.3 - $186.58 $10.7K - $13.1K
1K $180M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
253K
+ 1614.27%
$23.82 - $25.84 $6.03M - $6.55M
269K $404M
CLX
Clorox CO

Consumer Defensive
12.7K
+ 8294.77%
$117.67 - $131.43 $1.49M - $1.67M
12.8K $37.3M
IEMG
Ishares Inc

ETFs
208
+ 118.86%
N/A
383 $24.7M
JNJ
Johnson & Johnson

Healthcare
3.32K
+ 822.58%
$155.17 - $185.42 $514K - $615K
3.72K $74.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
233
+ 90.66%
$546.99 - $602.2 $127K - $140K
490 $154M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
429
+ 809.43%
$81.76 - $86.36 $35.1K - $37K
482 $17M
WAT
Waters Corp

Healthcare
195
+ 1300.0%
$277.72 - $357.04 $54.2K - $69.6K
210 $16.5M
CMI
Cummins Inc

Industrials
3.1K
+ 3100.0%
$327.85 - $426.39 $1.02M - $1.32M
3.2K $42.2M
AI
C3.Ai, Inc.

Technology
35
New
$15.46 - $29.16 $541 - $1.02K
35 $8.67M
CPB
Campbell Soup CO

Consumer Defensive
2.28K
+ 1138.5%
$30.41 - $34.03 $69.2K - $77.5K
2.48K $14.3M
BLZE
Backblaze, Inc.

Technology
22.6K
New
$4.89 - $10.75 $110K - $242K
22.6K $6.96M
Oxford Lane Cap Corp
91
New
N/A
91 $6.77M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
269
+ 193.53%
$43.07 - $91.37 $11.6K - $24.6K
408 $13.2M
IVV
Ishares Core S&P 500 ETF

ETFs
10.1K
+ 7302.17%
$620.67 - $670.08 $6.25M - $6.75M
10.2K $92.4M
CIFR
Cipher Mining Inc.

Financial Services
500
New
$4.72 - $14.15 $2.36K - $7.08K
500 $6.3M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
50
New
$158.24 - $191.13 $7.91K - $9.56K
50 $5.82M
CRMD
Cor Medix Inc.

Healthcare
1.25K
New
$10.07 - $14.83 $12.6K - $18.6K
1.25K $5.82M
CBRE
Cbre Group, Inc.

Real Estate
671
+ 203.95%
$137.04 - $165.9 $92K - $111K
1K $51.8M
OPFI
Opp Fi Inc.

Technology
4.29K
New
$9.58 - $14.29 $41.1K - $61.3K
4.29K $5.67M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
50
New
$10.5 - $12.99 $525 - $650
50 $5.54M
DFUS
Dimensional ETF Tr U S Equity

ETFs
44.5K
+ 4434.36%
$67.01 - $72.84 $2.98M - $3.24M
45.5K $72.7M
AGX
Argan Inc

Industrials
120
New
$202.53 - $271.07 $24.3K - $32.5K
120 $5.4M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 10.22%
$357.4 - $423.42 $5K - $5.93K
151 $55.5M
VDE
Vanguard Energy ETF

ETFs
584
+ 77.87%
$118.37 - $129.65 $69.1K - $75.7K
1.33K $94.4M
NOC
Northrop Grumman Corp

Industrials
505
+ 1122.22%
$498.9 - $609.32 $252K - $308K
550 $27.4M
Nexxen Intl LTD
65
New
N/A
65 $4.63M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
421
+ 271.61%
$567.09 - $607.37 $239K - $256K
576 $92.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
269
+ 572.34%
$131.78 - $176.09 $35.4K - $47.4K
316 $11.7M
C
Citigroup Inc

Financial Services
8
+ 3.27%
$85.57 - $103.49 $685 - $828
253 $24.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
53.8K
+ 10426.36%
$132.9 - $142.03 $7.15M - $7.64M
54.3K $72.8M
VLO
Valero Energy Corp

Energy
3.57K
+ 3565.0%
$131.77 - $175.63 $470K - $626K
3.67K $17M
JOBY
Joby Aviation, Inc.

Industrials
368
+ 1051.43%
$9.81 - $20.39 $3.61K - $7.5K
403 $3.79M
MPC
Marathon Petroleum Corp

Energy
302
+ 293.2%
$158.59 - $198.69 $47.9K - $60K
405 $19.9M
FLEX
Flex Ltd.

Technology
1.42K
+ 435.17%
$48.49 - $59.33 $69K - $84.4K
1.75K $19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.85K
+ 783.23%
$25.29 - $28.33 $198K - $222K
8.85K $28M
Activity Summary
Buys All Purchases 194 New Holdings 23 Increased Positions 171 Sells All Sells 186 Reductions 185 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email