Accredited Wealth Management, LLC Purchases in Q2 2025

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WRB
Berkley W R Corp

Financial Services
160
New
$64.28 - $75.17 $10.3K - $12K
160 $11.8M
AVEM
American Centy ETF Tr Avantis

ETFs
171
New
$53.08 - $68.54 $9.08K - $11.7K
171 $11.7M
BLOK
Amplify ETF Tr Trnsformational

ETFs
200
New
$32.56 - $57.11 $6.51K - $11.4K
200 $11.4M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2
+ 0.12%
$65.84 - $80.81 $132 - $162
1.71K $137M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.09%
$81.79 - $99.98 $81.8 - $100
1.1K $107M
EEM
Ishares Msci Emerging Markets

ETFs
175
+ 57.0%
$38.52 - $48.28 $6.74K - $8.45K
482 $23.3M
BK
Bank Of New York Mellon Corp

Financial Services
106
New
$73.31 - $91.62 $7.77K - $9.71K
106 $9.66M
American Centy ETF Tr
137
New
N/A
137 $9.07M
AIG
American International Group, Inc.

Financial Services
106
New
$77.56 - $87.72 $8.22K - $9.3K
106 $9.07M
Blackrock ETF Trust Ii
160
New
N/A
160 $8.46M
MRNA
Moderna, Inc.

Healthcare
300
+ 150.0%
$23.65 - $28.54 $7.1K - $8.56K
500 $13.8M
LKQ
Lkq Corp

Consumer Cyclical
200
+ 266.67%
$36.86 - $43.38 $7.37K - $8.68K
275 $10.2M
V
Visa Inc.

Financial Services
5
+ 0.52%
$308.27 - $373.31 $1.54K - $1.87K
968 $344M
CPB
Campbell Soup CO

Consumer Defensive
200
New
$30.65 - $39.9 $6.13K - $7.98K
200 $6.13M
PFE
Pfizer Inc

Healthcare
461
+ 8.94%
$21.59 - $24.84 $9.95K - $11.5K
5.62K $136M
TRV
Travelers Companies, Inc.

Financial Services
19
New
$233.83 - $276.34 $4.44K - $5.25K
19 $5.08M
Grayscale Bitcoin Mini Tr Et
100
New
N/A
100 $4.78M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
201
New
N/A
201 $4.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
New
$248.61 - $294.96 $3.98K - $4.72K
16 $4.53M
TXT
Textron Inc

Industrials
50
New
$60.72 - $80.34 $3.04K - $4.02K
50 $4.02M
CRSP
Crispr Therapeutics Ag

Healthcare
50
+ 50.0%
$31.27 - $48.64 $1.56K - $2.43K
150 $7.3M
DEO
Diageo PLC

Consumer Defensive
80
+ 10.62%
$99.86 - $115.75 $7.99K - $9.26K
833 $84M
CADE
Cadence Bank

Financial Services
100
+ 40.0%
$26.42 - $32.41 $2.64K - $3.24K
350 $11.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
25
+ 113.64%
$160.0 - $195.62 $4K - $4.89K
47 $7.65M
FENY
Fidelity Covington Tr Msci Ene

ETFs
411
+ 14.03%
$20.83 - $25.75 $8.56K - $10.6K
3.34K $78.4M
PEBO
Peoples Bancorp Inc

Financial Services
100
+ 40.0%
$26.85 - $31.02 $2.69K - $3.1K
350 $10.7M
WST
West Pharmaceutical Services Inc

Healthcare
15
+ 60.0%
$190.39 - $227.7 $2.86K - $3.42K
40 $8.75M
PDN
Invesco Fd Tr

ETFs
80
New
$30.37 - $38.92 $2.43K - $3.11K
80 $3.11M
ABNB
Airbnb, Inc.

Consumer Cyclical
20
New
$105.69 - $140.64 $2.11K - $2.81K
20 $2.65M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.98%
$118.55 - $170.08 $119 - $170
103 $17M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.07%
$68.0 - $75.91 $68 - $75.9
1.42K $108M
CSGS
Csg Systems International Inc

Technology
1
+ 0.78%
$56.51 - $66.33 $56.5 - $66.3
129 $8.44M
MAIN
Main Street Capital Corp

Financial Services
2
+ 1.32%
$49.15 - $59.32 $98.3 - $119
154 $9.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.38%
$45.11 - $52.34 $45.1 - $52.3
263 $13.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.05%
$22.68 - $23.28 $45.4 - $46.6
4.29K $99.7M
JOBY
Joby Aviation, Inc.

Industrials
35
New
$5.33 - $10.55 $187 - $369
35 $370K
ACHR
Archer Aviation Inc.

Industrials
25
New
$6.2 - $13.3 $155 - $333
25 $272K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1
New
$55.5 - $69.0 $55.5 - $69
1 $69K
FE
Firstenergy Corp

Utilities
2
+ 0.6%
$38.31 - $43.17 $76.6 - $86.3
337 $13.6M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 2.5%
$79.69 - $99.41 $159 - $199
82 $7.51M
K
Kellogg CO

Consumer Defensive
2
+ 0.45%
$77.85 - $82.88 $156 - $166
451 $35.9M
CAG
Conagra Brands Inc.

Consumer Defensive
3
+ 1.33%
$20.4 - $26.78 $61.2 - $80.3
228 $4.68M
IP
International Paper CO

Consumer Cyclical
2
+ 0.9%
$43.89 - $54.46 $87.8 - $109
224 $10.5M
GIS
General Mills Inc

Consumer Defensive
26
+ 7.07%
$50.37 - $60.97 $1.31K - $1.59K
394 $20.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
406
+ 1400.0%
$87.84 - $1441.89 $35.7K - $585K
435 $39.2M
TAP
Molson Coors Beverage CO

Consumer Defensive
3
+ 1.33%
$47.24 - $62.46 $142 - $187
228 $10.9M
XOM
Exxon Mobil Corp

Energy
1
+ 0.25%
$99.93 - $119.04 $99.9 - $119
408 $44M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.12%
$170.16 - $206.27 $170 - $206
833 $155M
TMO
Thermo Fisher Scientific Inc.

Healthcare
68
+ 2.82%
$390.26 - $489.06 $26.5K - $33.3K
2.48K $1.01B
Activity Summary
Buys All Purchases 100 New Holdings 46 Increased Positions 54 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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