Accredited Wealth Management, LLC Incresed Positions in Q1 2025

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
68
+ 0.12%
$78.97 - $85.82 $5.37K - $5.84K
56K $4.65B
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
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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.24K
+ 23.08%
$57.21 - $65.8 $71.2K - $81.9K
6.64K $387M
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
LDUR
Pimco Enhanced Low Duration Ac

ETFs
288
+ 6.5%
$94.87 - $96.11 $27.3K - $27.7K
4.72K $453M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
250
+ 2.74%
$48.43 - $49.9 $12.1K - $12.5K
9.36K $467M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
500
+ 250.0%
$42.5 - $46.71 $21.3K - $23.4K
700 $31.7M
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
PEP
Pepsico Inc

Consumer Defensive
109
+ 7.51%
$142.64 - $156.42 $15.5K - $17K
1.56K $234M
FENY
Fidelity Covington Tr Msci Ene

ETFs
249
+ 9.29%
$23.24 - $26.16 $5.79K - $6.51K
2.93K $74.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 0.06%
$67.08 - $76.14 $67.1 - $76.1
1.7K $126M
FNDE
Schwab Fundamental Emerging Mk

ETFs
236
+ 20.61%
$28.11 - $32.0 $6.63K - $7.55K
1.38K $42.5M
SUB
Ishares Short Term National Mu

ETFs
75
+ 4.46%
$105.3 - $106.24 $7.9K - $7.97K
1.76K $185M
VB
Vanguard Small Cap ETF

ETFs
39
+ 63.93%
$217.89 - $252.64 $8.5K - $9.85K
100 $22.2M
NVO
Novo Nordisk A S

Healthcare
100
+ 200.0%
$69.3 - $90.95 $6.93K - $9.1K
150 $10.6M
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
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
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
UL
Unilever PLC

Consumer Defensive
2
+ 0.26%
$54.72 - $60.29 $109 - $121
768 $45.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
42
+ 27.1%
$165.25 - $224.62 $6.94K - $9.43K
197 $32.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.05%
$22.46 - $23.26 $44.9 - $46.5
4.29K $99.3M
MOS
Mosaic CO

Basic Materials
50
+ 25.0%
$23.08 - $28.8 $1.15K - $1.44K
250 $6.75M
CSGS
Csg Systems International Inc

Technology
1
+ 0.79%
$49.81 - $66.73 $49.8 - $66.7
128 $7.78M
EL
Estee Lauder Companies Inc

Consumer Defensive
25
+ 50.0%
$64.26 - $85.48 $1.61K - $2.14K
75 $4.95M
TAP
Molson Coors Beverage CO

Consumer Defensive
1
+ 0.45%
$52.44 - $62.91 $52.4 - $62.9
225 $13.7M
K
Kellogg CO

Consumer Defensive
2
+ 0.45%
$81.06 - $82.9 $162 - $166
449 $37M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.99%
$134.72 - $159.03 $135 - $159
102 $14.9M
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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