Accredited Wealth Management, LLC Reduced Holdings in Q2 2025

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-7.31K
- 29.41%
$56.1 - $64.74 $410K - $473K
17.5K $1.09B
VXF
Vanguard Extended Market ETF

ETFs
-3.66K
- 16.58%
$150.43 - $192.71 $550K - $705K
18.4K $3.55B
LLY
Eli Lilly & CO

Healthcare
-275
- 63.51%
$713.71 - $898.95 $196K - $247K
158 $123M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1.38K
- 45.53%
$97.68 - $121.38 $135K - $168K
1.65K $200M
MS
Morgan Stanley

Financial Services
-822
- 81.07%
$99.83 - $140.86 $82.1K - $116K
192 $27M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.49K
- 35.0%
$41.45 - $54.46 $103K - $135K
4.62K $240M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.3K
- 3.34%
$77.74 - $78.78 $101K - $102K
37.6K $2.96B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-499
- 60.85%
$152.42 - $182.82 $76.1K - $91.2K
321 $58.7M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-4.37K
- 94.18%
$16.58 - $24.56 $72.4K - $107K
270 $6.63M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-2.7K
- 16.27%
$26.18 - $26.93 $70.7K - $72.7K
13.9K $371M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.23K
- 76.3%
$50.08 - $63.14 $61.7K - $77.9K
383 $24.2M
OMC
Omnicom Group Inc.

Communication Services
-630
- 78.75%
$69.22 - $79.77 $43.6K - $50.3K
170 $12.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-157
- 50.97%
$285.55 - $321.23 $44.8K - $50.4K
151 $44.1M
LMT
Lockheed Martin Corp

Industrials
-118
- 40.97%
$430.82 - $486.45 $50.8K - $57.4K
170 $78.7M
NVDA
Nvidia Corp

Technology
-885
- 48.76%
$94.31 - $157.99 $83.5K - $140K
930 $147M
UPS
United Parcel Service Inc

Industrials
-263
- 13.08%
$91.92 - $110.2 $24.2K - $29K
1.75K $176M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-359
- 41.03%
$114.78 - $133.31 $41.2K - $47.9K
516 $68.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-800
- 25.6%
$50.34 - $51.86 $40.3K - $41.5K
2.33K $119M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-595
- 2.5%
$72.02 - $73.82 $42.9K - $43.9K
23.2K $1.71B
BFB
Brown Forman Corp Cl B
-785
- 30.97%
N/A
1.75K $47.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-665
- 63.03%
$58.52 - $71.7 $38.9K - $47.7K
390 $26.8M
MUB
Ishares National Muni Bond ETF

ETFs
-348
- 37.06%
$102.31 - $105.8 $35.6K - $36.8K
591 $61.7M
KHC
Kraft Heinz CO

Consumer Defensive
-793
- 30.31%
$25.61 - $30.81 $20.3K - $24.4K
1.82K $47.1M
MRK
Merck & Co., Inc.

Healthcare
-18
- 0.78%
$73.47 - $87.12 $1.32K - $1.57K
2.3K $184M
NICE
Nice Ltd.

Technology
-160
- 71.11%
$141.3 - $178.32 $22.6K - $28.5K
65 $11M
DBA
Invesco Db Agriculture Fund

ETFs
-800
- 72.73%
$25.27 - $27.68 $20.2K - $22.1K
300 $7.85M
KR
Kroger CO

Consumer Defensive
-315
- 38.99%
$64.62 - $74.0 $20.4K - $23.3K
493 $35.4M
FDX
Fedex Corp

Industrials
-69
- 56.1%
$198.07 - $245.17 $13.7K - $16.9K
54 $12.3M
UNP
Union Pacific Corp

Industrials
-66
- 14.83%
$208.27 - $238.46 $13.7K - $15.7K
379 $87.2M
KMB
Kimberly Clark Corp

Consumer Defensive
-118
- 78.67%
$126.84 - $145.22 $15K - $17.1K
32 $4.17M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-225
- 20.64%
$108.06 - $135.3 $24.3K - $30.4K
865 $117M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-197
- 78.8%
$73.0 - $85.5 $14.4K - $16.8K
53 $4.46M
KO
Coca Cola CO

Consumer Defensive
-47
- 0.37%
$68.37 - $73.9 $3.21K - $3.47K
12.8K $912M
STT
State Street Corp

Financial Services
-162
- 79.02%
$75.33 - $106.34 $12.2K - $17.2K
43 $4.57M
VZ
Verizon Communications Inc

Communication Services
-229
- 12.49%
$41.67 - $45.62 $9.54K - $10.4K
1.61K $69.5M
QCOM
Qualcomm Inc

Technology
-120
- 12.2%
$124.66 - $159.48 $15K - $19.1K
864 $138M
Gsk PLC
-337
- 61.61%
N/A
210 $8.16M
HUM
Humana Inc

Healthcare
-20
- 5.19%
$224.93 - $295.04 $4.5K - $5.9K
365 $89.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-80
- 0.78%
$48.13 - $49.85 $3.85K - $3.99K
10.2K $501M
NEE
Nextera Energy Inc

Utilities
-50
- 1.14%
$64.11 - $75.0 $3.21K - $3.75K
4.33K $301M
CVS
Cvs Health Corp

Healthcare
-196
- 5.68%
$60.04 - $70.18 $11.8K - $13.8K
3.26K $225M
NKE
Nike, Inc.

Consumer Cyclical
-160
- 53.33%
$53.27 - $72.04 $8.52K - $11.5K
140 $10M
NVO
Novo Nordisk A S

Healthcare
-100
- 66.67%
$58.08 - $81.05 $5.81K - $8.11K
50 $3.45M
NVS
Novartis Ag

Healthcare
-75
- 12.0%
$101.96 - $121.01 $7.65K - $9.08K
550 $66.6M
DG
Dollar General Corp

Consumer Defensive
-75
- 61.48%
$86.02 - $114.95 $6.45K - $8.62K
47 $5.38M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-148
- 1.58%
$49.57 - $50.27 $7.34K - $7.44K
9.22K $463M
HBI
Hanesbrands Inc.

Consumer Cyclical
-400
- 40.0%
$4.32 - $5.95 $1.73K - $2.38K
600 $2.75M
VT
Vanguard Total World Stk Index

ETFs
-39
- 23.49%
$103.16 - $128.52 $4.02K - $5.01K
127 $16.3M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-100
- 11.11%
$35.35 - $42.68 $3.54K - $4.27K
800 $34.1M
Activity Summary
Buys All Purchases 100 New Holdings 46 Increased Positions 54 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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