Accredited Wealth Management, LLC Incresed Positions 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
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
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
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
28.1K
+ 608.32%
$50.79 - $76.4 $1.43M - $2.14M
32.7K $280M
ABBV
Abb Vie Inc.

Healthcare
9.34K
+ 1120.89%
$184.85 - $231.54 $1.73M - $2.16M
10.2K $193M
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
CPB
Campbell Soup CO

Consumer Defensive
2.28K
+ 1138.5%
$30.41 - $34.03 $69.2K - $77.5K
2.48K $14.3M
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
CBRE
Cbre Group, Inc.

Real Estate
671
+ 203.95%
$137.04 - $165.9 $92K - $111K
1K $51.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
44.5K
+ 4434.36%
$67.01 - $72.84 $2.98M - $3.24M
45.5K $72.7M
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
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
VUG
Vanguard Growth ETF

ETFs
9
+ 14.29%
$433.97 - $484.08 $3.91K - $4.36K
72 $30.2M
EEM
Ishares Msci Emerging Markets

ETFs
206
+ 42.74%
$48.07 - $53.4 $9.9K - $11K
688 $25.7M
UNP
Union Pacific Corp

Industrials
1.8K
+ 475.46%
$214.91 - $237.16 $387K - $427K
2.18K $89.6M
AVUV
American Centy ETF Tr Avantis

ETFs
8
+ 3.2%
$90.37 - $102.12 $723 - $817
258 $24.9M
IGM
Ishares Expanded Tech Sector E

ETFs
396
+ 257.14%
$110.96 - $127.67 $43.9K - $50.6K
550 $19.4M
CADE
Cadence Bank

Financial Services
6.57K
+ 1877.43%
$33.44 - $38.12 $220K - $250K
6.92K $13.3M
BLOK
Amplify ETF Tr Trnsformational

ETFs
100
+ 50.0%
$56.05 - $67.13 $5.61K - $6.71K
300 $13.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.45K
+ 1206.67%
$68.94 - $86.3 $99.8K - $125K
1.57K $10.4M
DGRO
Ishares Core Dividend Growth E

ETFs
113K
+ 25182.22%
$64.12 - $68.08 $7.27M - $7.71M
114K $30.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
10K
+ 5586.59%
$164.63 - $174.58 $1.65M - $1.75M
10.2K $31.4M
WST
West Pharmaceutical Services Inc

Healthcare
230
+ 575.0%
$210.08 - $279.1 $48.3K - $64.2K
270 $10.5M
VB
Vanguard Small Cap ETF

ETFs
4.68K
+ 4677.0%
$237.58 - $259.17 $1.11M - $1.21M
4.78K $25.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
23.8K
+ 6226.89%
$62.54 - $68.42 $1.49M - $1.63M
24.2K $25.9M
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
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