Accredited Wealth Management, LLC Purchases in Q1 2025

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Abbott Labs
239K
New
N/A
239K $23B
VGSH
Vanguard

ETFs
14.7K
+ 29.55%
$58.07 - $58.69 $853K - $862K
64.4K $3.78B
IXUS
Ishares Tr

ETFs
5.55K
+ 4.92%
$65.06 - $72.31 $361K - $401K
118K $8.25B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.3K
+ 14.47%
$44.41 - $45.98 $680K - $704K
121K $5.55B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.8K
+ 7.25%
$27.01 - $28.54 $453K - $479K
248K $6.93B
VIG
Vanguard Dividend Appreciation

ETFs
2.27K
+ 9.98%
N/A
25K $4.85B
BOND
Pimco Active Bond Exchange Tra

ETFs
3.32K
+ 15.93%
$89.27 - $92.9 $297K - $309K
24.2K $2.24B
VO
Vanguard Mid Cap ETF

ETFs
1.28K
+ 14.83%
$251.87 - $277.95 $322K - $356K
9.91K $2.56B
JPM
Jpmorgan Chase & CO

Financial Services
808
+ 24.37%
$225.19 - $279.95 $182K - $226K
4.12K $1.01B
MOTI
Vaneck Morningstar Internation

ETFs
3.52K
+ 11.73%
$29.35 - $35.37 $103K - $124K
33.5K $1.12B
Vanguard Wellington Fd
1.13K
+ 478.72%
N/A
1.36K $137M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
650
+ 10.08%
$34.58 - $45.97 $22.5K - $29.9K
7.1K $326M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.2K
+ 27.21%
$49.25 - $50.66 $108K - $112K
10.3K $511M
VEA
Vanguard Ftse Developed Market

ETFs
1.77K
New
$47.4 - $52.99 $83.7K - $93.5K
1.77K $89.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
888
+ 12.58%
$100.32 - $100.76 $89.1K - $89.5K
7.95K $800M
IBM
International Business Machines Corp

Technology
306
+ 83.61%
$217.4 - $264.74 $66.5K - $81K
672 $167M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
458
+ 1.19%
$76.94 - $78.28 $35.2K - $35.9K
38.9K $3.04B
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 173.95%
$58.74 - $64.87 $63.1K - $69.7K
1.69K $104M
ABBV
Abb Vie Inc.

Healthcare
221
+ 36.17%
$169.2 - $216.66 $37.4K - $47.9K
832 $174M
GE
General Electric CO

Industrials
110
+ 9.41%
$168.59 - $212.13 $18.5K - $23.3K
1.28K $256M
PGR
Progressive Corp

Financial Services
188
New
$235.61 - $291.22 $44.3K - $54.7K
188 $53.2M
SNPS
Synopsys Inc

Technology
122
New
$428.58 - $551.54 $52.3K - $67.3K
122 $52.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.24K
+ 23.08%
$57.21 - $65.8 $71.2K - $81.9K
6.64K $387M
INTU
Intuit Inc

Technology
83
New
$555.63 - $630.23 $46.1K - $52.3K
83 $51M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
New
$1187.71 - $1432.58 $34.4K - $41.5K
29 $41.5M
SO
Southern CO

Utilities
390
New
$80.96 - $92.96 $31.6K - $36.3K
390 $35.9M
DHI
Horton D R Inc

Consumer Cyclical
271
New
$125.29 - $147.65 $34K - $40K
271 $34.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
193
New
$142.8 - $176.36 $27.6K - $34K
193 $33.3M
IYW
Ishares Dj Us Tech ETF

ETFs
237
New
$140.44 - $166.79 $33.3K - $39.5K
237 $33.3M
CBRE
Cbre Group, Inc.

Real Estate
254
+ 338.67%
$121.79 - $147.13 $30.9K - $37.4K
329 $43M
AMT
American Tower Corp

Real Estate
135
+ 180.0%
$173.46 - $217.6 $23.4K - $29.4K
210 $45.7M
CMI
Cummins Inc

Industrials
100
New
$312.92 - $386.07 $31.3K - $38.6K
100 $31.3M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
288
+ 6.5%
$94.87 - $96.11 $27.3K - $27.7K
4.72K $453M
CARR
Carrier Global Corp

Industrials
443
New
$62.07 - $70.55 $27.5K - $31.3K
443 $28.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
250
+ 2.74%
$48.43 - $49.9 $12.1K - $12.5K
9.36K $467M
SCHW
Schwab Charles Corp

Financial Services
310
New
$71.24 - $83.64 $22.1K - $25.9K
310 $24.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
500
+ 250.0%
$42.5 - $46.71 $21.3K - $23.4K
700 $31.7M
RJF
Raymond James Financial Inc

Financial Services
149
New
$137.62 - $172.64 $20.5K - $25.7K
149 $20.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
200
New
$97.38 - $104.52 $19.5K - $20.9K
200 $20.5M
HEIA
Heico Crp Cl A
93
New
N/A
93 $19.6M
Brookfield Corp
371
New
N/A
371 $19.4M
Ge Vernova Inc
63
+ 900.0%
N/A
70 $21.4M
UNP
Union Pacific Corp

Industrials
66
+ 17.41%
$225.21 - $254.42 $14.9K - $16.8K
445 $105M
PH
Parker Hannifin Corp

Industrials
30
New
$591.65 - $707.05 $17.7K - $21.2K
30 $18.2M
TDG
Trans Digm Group Inc

Industrials
13
New
$1251.32 - $1394.11 $16.3K - $18.1K
13 $18M
CPRT
Copart Inc

Consumer Cyclical
316
New
$52.3 - $59.83 $16.5K - $18.9K
316 $17.9M
SNA
Snap On Inc

Industrials
53
New
$324.09 - $358.62 $17.2K - $19K
53 $17.9M
CVX
Chevron Corp

Energy
100
New
$146.71 - $167.97 $14.7K - $16.8K
100 $16.7M
KKR
Kkr & Co. Inc.

Financial Services
140
New
$108.17 - $167.07 $15.1K - $23.4K
140 $16.2M
Activity Summary
Buys All Purchases 138 New Holdings 65 Increased Positions 73 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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