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
BRO
Brown & Brown, Inc.

Financial Services
124
New
$100.54 - $124.4 $12.5K - $15.4K
124 $15.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
74
New
$180.02 - $208.56 $13.3K - $15.4K
74 $15.4M
NTRA
Natera, Inc.

Healthcare
100
New
$132.63 - $177.0 $13.3K - $17.7K
100 $14.1M
SAP
Sap Se

Technology
50
New
$241.4 - $293.69 $12.1K - $14.7K
50 $13.4M
CWST
Casella Waste Systems Inc

Industrials
120
New
$104.2 - $115.86 $12.5K - $13.9K
120 $13.4M
MAS
Masco Corp

Industrials
181
New
$68.67 - $81.85 $12.4K - $14.8K
181 $12.6M
PEP
Pepsico Inc

Consumer Defensive
109
+ 7.51%
$142.64 - $156.42 $15.5K - $17K
1.56K $234M
OKE
Oneok Inc

Energy
113
New
$89.57 - $109.85 $10.1K - $12.4K
113 $11.2M
GATX
Gatx Corp

Industrials
71
New
$149.94 - $167.38 $10.6K - $11.9K
71 $11M
FENY
Fidelity Covington Tr Msci Ene

ETFs
249
+ 9.29%
$23.24 - $26.16 $5.79K - $6.51K
2.93K $74.9M
TGRW
T Rowe Price Exchange Traded F

Technology
300
New
$35.73 - $41.58 $10.7K - $12.5K
300 $10.7M
DG
Dollar General Corp

Consumer Defensive
122
New
$68.44 - $87.93 $8.35K - $10.7K
122 $10.7M
RGA
Reinsurance Group Of America Inc

Financial Services
53
New
$186.01 - $231.1 $9.86K - $12.2K
53 $10.4M
DUK
Duke Energy Corp

Utilities
84
New
$105.87 - $121.97 $8.89K - $10.2K
84 $10.2M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
88
New
$96.27 - $116.36 $8.47K - $10.2K
88 $10.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
78
New
$115.79 - $154.66 $9.03K - $12.1K
78 $10.2M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.06%
$67.08 - $76.14 $67.1 - $76.1
1.7K $126M
HLNE
Hamilton Lane Inc

Financial Services
64
New
$137.87 - $170.18 $8.82K - $10.9K
64 $9.55M
FNDE
Schwab Fundamental Emerging Mk

ETFs
236
+ 20.61%
$28.11 - $32.0 $6.63K - $7.55K
1.38K $42.5M
Brookfield Infrastructure CO
228
New
N/A
228 $8.25M
TYL
Tyler Technologies Inc

Technology
14
New
$553.41 - $646.74 $7.75K - $9.05K
14 $8.14M
SUB
Ishares Short Term National Mu

ETFs
75
+ 4.46%
$105.3 - $106.24 $7.9K - $7.97K
1.76K $185M
GKOS
Glaukos Corp

Healthcare
79
New
$96.6 - $161.22 $7.63K - $12.7K
79 $7.78M
CADE
Cadence Bank

Financial Services
250
New
$29.1 - $35.93 $7.28K - $8.98K
250 $7.66M
MLM
Martin Marietta Materials Inc

Basic Materials
16
New
$460.39 - $552.64 $7.37K - $8.84K
16 $7.65M
VB
Vanguard Small Cap ETF

ETFs
39
+ 63.93%
$217.89 - $252.64 $8.5K - $9.85K
100 $22.2M
PEBO
Peoples Bancorp Inc

Financial Services
250
New
$29.2 - $33.78 $7.3K - $8.45K
250 $7.42M
KEY
Keycorp

Financial Services
456
New
$15.15 - $18.3 $6.91K - $8.34K
456 $7.29M
IT
Gartner Inc

Technology
17
New
$418.25 - $548.38 $7.11K - $9.32K
17 $7.14M
UPST
Upstart Holdings, Inc.

Financial Services
154
New
$46.03 - $88.77 $7.09K - $13.7K
154 $7.09M
EMN
Eastman Chemical CO

Basic Materials
78
New
$87.05 - $103.47 $6.79K - $8.07K
78 $6.94M
NVO
Novo Nordisk A S

Healthcare
100
+ 200.0%
$69.3 - $90.95 $6.93K - $9.1K
150 $10.6M
OCCI
Ofs Credit Company, Inc.

Financial Services
1K
New
$6.12 - $7.33 $6.12K - $7.33K
1K $6.12M
Astera Labs Inc
100
New
N/A
100 $5.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
42
+ 16.09%
$333.37 - $384.99 $14K - $16.2K
303 $101M
META
Meta Platforms, Inc.

Communication Services
13
+ 6.44%
$576.36 - $736.67 $7.49K - $9.58K
215 $124M
WST
West Pharmaceutical Services Inc

Healthcare
25
New
$199.11 - $347.87 $4.98K - $8.7K
25 $5.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 10.26%
$507.05 - $563.67 $10.1K - $11.3K
215 $110M
KR
Kroger CO

Consumer Defensive
1
+ 0.12%
$58.36 - $67.72 $58.4 - $67.7
808 $54.7M
BFB
Brown Forman Corp Cl B
400
+ 18.74%
N/A
2.54K $86.6M
Trust For Professional Manag
200
New
N/A
200 $5.1M
OXLC
Oxford Lane Capital Corp.

Financial Services
1K
New
$4.3 - $5.17 $4.3K - $5.17K
1K $4.72M
VERX
Vertex, Inc.

Technology
129
New
$31.15 - $58.95 $4.02K - $7.6K
129 $4.52M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
139
New
$24.39 - $35.22 $3.39K - $4.9K
139 $4.13M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
50
New
$78.12 - $83.7 $3.91K - $4.19K
50 $4.06M
CHMI
Cherry Hill Mortgage Investment Corp

Real Estate
1K
New
$2.62 - $3.68 $2.62K - $3.68K
1K $3.45M
Brookfield Asset Managmt LTD
71
New
N/A
71 $3.44M
DOW
Dow Inc.

Basic Materials
103
+ 183.93%
$34.36 - $41.92 $3.54K - $4.32K
159 $5.54M
NTRS
Northern Trust Corp

Financial Services
53
+ 10.27%
$96.09 - $113.81 $5.09K - $6.03K
569 $56.6M
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
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