Accredited Wealth Management, LLC Reduced Holdings in Q3 2025

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VXF
Vanguard Extended Market ETF

ETFs
-18.3K
- 99.39%
$193.58 - $213.07 $3.54M - $3.9M
113 $603M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-23K
- 98.88%
$72.57 - $74.72 $1.67M - $1.72M
260 $331M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-21.9K
- 97.65%
$20.34 - $21.61 $446K - $474K
527 $220M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.64K
- 77.91%
$97.75 - $100.75 $160K - $165K
465 $14M
TGT
Target Corp

Consumer Defensive
-2.78K
- 98.02%
$86.56 - $107.43 $240K - $298K
56 $115M
SPY
Spdr S&P 500 ETF Trust

ETFs
-171
- 52.45%
$617.65 - $666.84 $106K - $114K
155 $84.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-53K
- 95.74%
$86.07 - $90.74 $4.56M - $4.81M
2.36K $4.92B
LLY
Eli Lilly & CO

Healthcare
-58
- 36.71%
$625.65 - $812.69 $36.3K - $47.1K
100 $63.3M
KO
Coca Cola CO

Consumer Defensive
-12.8K
- 99.94%
$65.67 - $71.67 $840K - $916K
8 $855M
V
Visa Inc.

Financial Services
-894
- 92.36%
$332.09 - $358.86 $297K - $321K
74 $293M
QCOM
Qualcomm Inc

Technology
-715
- 82.75%
$145.84 - $173.55 $104K - $124K
149 $93.9M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.73K
- 82.66%
$70.85 - $76.96 $123K - $133K
363 $118M
SHEL
Shell PLC

Energy
-897
- 99.67%
$69.82 - $73.93 $62.6K - $66.3K
3 $28.6M
Canadian Pacific Kansas City
-6.48K
- 93.6%
N/A
443 $517M
META
Meta Platforms, Inc.

Communication Services
-105
- 51.22%
$695.21 - $791.73 $73K - $83.1K
100 $123M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.74K
- 93.72%
$211.65 - $238.24 $792K - $892K
251 $852M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.61K
- 97.58%
$121.46 - $130.92 $196K - $211K
40 $177M
PG
Procter & Gamble CO

Consumer Defensive
-3.52K
- 94.94%
$150.47 - $161.22 $530K - $568K
188 $570M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-31.2K
- 82.96%
$78.11 - $79.07 $2.44M - $2.47M
6.4K $2.94B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.84K
- 97.91%
$83.08 - $100.2 $319K - $385K
82 $308M
DIS
Walt Disney CO

Communication Services
-939
- 79.17%
$112.25 - $124.0 $105K - $116K
247 $130M
CMP
Compass Minerals International Inc

Basic Materials
-507
- 68.51%
$17.93 - $22.44 $9.09K - $11.4K
233 $4.12M
BMY
Bristol Myers Squibb CO

Healthcare
-8.17K
- 99.14%
$43.31 - $48.98 $354K - $400K
71 $371M
IBM
International Business Machines Corp

Technology
-391
- 63.37%
$234.77 - $292.47 $91.8K - $114K
226 $173M
CTVA
Corteva, Inc.

Basic Materials
-940
- 74.96%
$67.08 - $77.12 $63.1K - $72.5K
314 $84.8M
KR
Kroger CO

Consumer Defensive
-489
- 99.19%
$64.52 - $74.35 $31.6K - $36.4K
4 $27.6M
VZ
Verizon Communications Inc

Communication Services
-1.43K
- 89.1%
$40.84 - $45.06 $58.4K - $64.4K
175 $61.9M
SPGI
S&P Global Inc.

Financial Services
-95
- 54.29%
$484.94 - $564.15 $46.1K - $53.6K
80 $85.2M
AMT
American Tower Corp

Real Estate
-204
- 97.14%
$192.32 - $232.35 $39.2K - $47.4K
6 $40.7M
CARR
Carrier Global Corp

Industrials
-323
- 72.91%
$58.75 - $80.73 $19K - $26.1K
120 $26.4M
TXN
Texas Instruments Inc

Technology
-191
- 84.51%
N/A
35 $41.5M
CL
Colgate Palmolive CO

Consumer Defensive
-26
- 6.93%
$79.36 - $93.33 $2.06K - $2.43K
349 $30M
EMR
Emerson Electric CO

Industrials
-1.12K
- 67.6%
$128.6 - $149.63 $144K - $167K
535 $217M
CRM
Salesforce, Inc.

Technology
-30
- 37.5%
$231.66 - $273.65 $6.95K - $8.21K
50 $19M
BFB
Brown Forman Corp Cl B
-1.25K
- 71.43%
N/A
500 $45.2M
DEO
Diageo PLC

Consumer Defensive
-383
- 45.98%
$93.64 - $115.33 $35.9K - $44.2K
450 $81.9M
BRO
Brown & Brown, Inc.

Financial Services
-82
- 66.13%
$90.88 - $108.93 $7.45K - $8.93K
42 $11.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
-50
- 67.57%
$184.73 - $220.27 $9.24K - $11K
24 $14.1M
KHC
Kraft Heinz CO

Consumer Defensive
-1.68K
- 92.1%
$25.63 - $28.94 $43K - $48.6K
144 $45.1M
ADBE
Adobe Inc.

Technology
-45
- 90.0%
$333.65 - $392.1 $15K - $17.6K
5 $17.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-875
- 87.06%
$78.96 - $80.04 $69.1K - $70K
130 $78.3M
CMCSA
Comcast Corp

Communication Services
-134
- 38.4%
$31.41 - $36.33 $4.21K - $4.87K
215 $11M
UL
Unilever PLC

Consumer Defensive
-343
- 47.51%
$58.43 - $65.01 $20K - $22.3K
379 $43M
T
At&T Inc.

Communication Services
-1.48K
- 94.45%
$26.94 - $29.62 $39.9K - $43.9K
87 $44.3M
CTRA
Coterra Energy Inc.

Energy
-484
- 83.74%
$23.09 - $25.45 $11.2K - $12.3K
94 $13.7M
MRNA
Moderna, Inc.

Healthcare
-270
- 54.0%
$23.51 - $34.67 $6.35K - $9.36K
230 $12.9M
OCCI
Ofs Credit Company, Inc.

Financial Services
-912
- 91.2%
$5.28 - $6.3 $4.82K - $5.75K
88 $5.41M
NTRA
Natera, Inc.

Healthcare
-95
- 95.0%
$133.66 - $181.11 $12.7K - $17.2K
5 $16.1M
NVO
Novo Nordisk A S

Healthcare
-30
- 60.0%
$45.38 - $71.7 $1.36K - $2.15K
20 $2.78M
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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