Accredited Wealth Management, LLC New Holdings in Q4 2024

Accredited Wealth Management, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
720
New
$442.29 - $483.08 $318K - $348K
720 $326M
NEE
Nextera Energy Inc

Utilities
4.38K
New
$69.77 - $85.43 $306K - $374K
4.38K $314M
V
Visa Inc.

Financial Services
973
New
$273.87 - $320.91 $266K - $312K
973 $308M
COST
Costco Wholesale Corp

Consumer Defensive
331
New
$873.59 - $994.69 $289K - $329K
331 $303M
NVDA
Nvidia Corp

Technology
1.96K
New
$117.0 - $148.88 $229K - $291K
1.96K $263M
OEF
Ishares S&P 100 ETF

ETFs
890
New
N/A
890 $257M
MRK
Merck & Co., Inc.

Healthcare
2.42K
New
$96.31 - $114.76 $233K - $278K
2.42K $243M
UPS
United Parcel Service Inc

Industrials
1.77K
New
$122.65 - $138.35 $217K - $245K
1.77K $223M
PEP
Pepsico Inc

Consumer Defensive
1.45K
New
$151.29 - $176.1 $220K - $256K
1.45K $223M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.45K
New
$33.77 - $44.09 $218K - $284K
6.45K $219M
TSLA
Tesla, Inc.

Consumer Cyclical
524
New
$213.65 - $479.86 $112K - $251K
524 $212M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.18K
New
$176.42 - $186.91 $208K - $221K
1.18K $210M
EMR
Emerson Electric CO

Industrials
1.68K
New
$108.13 - $134.33 $181K - $225K
1.68K $208M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.11K
New
$96.64 - $101.23 $203K - $213K
2.11K $204M
TGT
Target Corp

Consumer Defensive
1.5K
New
$121.59 - $160.69 $182K - $241K
1.5K $202M
GE
General Electric CO

Industrials
1.17K
New
$159.95 - $194.23 $187K - $227K
1.17K $195M
SPY
Spdr S&P 500 ETF Trust

ETFs
326
New
$567.81 - $607.81 $185K - $198K
326 $192M
DIS
Walt Disney CO

Communication Services
1.7K
New
$92.39 - $117.6 $157K - $200K
1.7K $190M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.87K
New
$18.41 - $40.87 $182K - $403K
9.87K $183M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.81K
New
$58.39 - $67.04 $164K - $189K
2.81K $178M
SUB
Ishares Short Term National Mu

ETFs
1.68K
New
$104.94 - $106.2 $176K - $178K
1.68K $177M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3.13K
New
$51.58 - $52.91 $161K - $165K
3.13K $162M
QQQ
Invesco Qqq Trust, Series 1

ETFs
316
New
$481.22 - $538.17 $152K - $170K
316 $162M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.64K
New
$25.93 - $105.3 $146K - $593K
5.64K $157M
CVS
Cvs Health Corp

Healthcare
3.45K
New
$43.78 - $67.46 $151K - $233K
3.45K $155M
QCOM
Qualcomm Inc

Technology
983
New
$150.4 - $178.04 $148K - $175K
983 $151M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
3.35K
New
$42.89 - $48.05 $143K - $161K
3.35K $151M
LMT
Lockheed Martin Corp

Industrials
293
New
$479.66 - $614.62 $141K - $180K
293 $142M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.09K
New
$124.61 - $133.96 $136K - $146K
1.09K $140M
PFE
Pfizer Inc

Healthcare
5.15K
New
$24.8 - $30.19 $128K - $155K
5.15K $137M
VNQ
Vanguard Specialized Funds Van

ETFs
1.5K
New
$87.85 - $98.6 $132K - $148K
1.5K $134M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
5.94K
New
$19.51 - $23.42 $116K - $139K
5.94K $131M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.74K
New
$74.5 - $78.37 $129K - $136K
1.74K $130M
MS
Morgan Stanley

Financial Services
1.01K
New
$104.42 - $134.99 $106K - $137K
1.01K $127M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
5.22K
New
$23.01 - $26.06 $120K - $136K
5.22K $121M
META
Meta Platforms, Inc.

Communication Services
202
New
$554.08 - $632.68 $112K - $128K
202 $118M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.7K
New
$67.29 - $73.38 $115K - $125K
1.7K $116M
Vanguard Malvern Fds
1.48K
New
N/A
1.48K $112M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
875
New
$126.68 - $134.74 $111K - $118K
875 $112M
AVSC
American Centy ETF Tr Avantis
2.01K
New
$52.7 - $59.57 $106K - $120K
2.01K $109M
SYY
Sysco Corp

Consumer Defensive
1.42K
New
$73.63 - $81.77 $105K - $116K
1.42K $109M
ABBV
Abb Vie Inc.

Healthcare
611
New
$164.99 - $203.87 $101K - $125K
611 $109M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
195
New
$521.84 - $558.82 $102K - $109K
195 $105M
WMT
Walmart Inc.

Consumer Defensive
1.14K
New
$79.1 - $95.7 $90.5K - $109K
1.14K $104M
LOW
Lowes Companies Inc

Consumer Cyclical
417
New
$244.52 - $284.07 $102K - $118K
417 $103M
RTX
Raytheon Technologies Corp

Industrials
886
New
$114.45 - $127.21 $101K - $113K
886 $102M
HUM
Humana Inc

Healthcare
395
New
$233.89 - $304.18 $92.4K - $120K
395 $101M
MUB
Ishares National Muni Bond ETF

ETFs
937
New
$105.78 - $108.7 $99.1K - $102K
937 $99.9M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.29K
New
$22.63 - $47.53 $97K - $204K
4.29K $97.3M
Activity Summary
Buys All Purchases 357 New Holdings 357 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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