Accredited Wealth Management, LLC Portfolio Holdings

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025

Accredited Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 444 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Abbott Labs with a value of $23B, Ishares Tr with a value of $8.25B, Vaneck Morningstar Wide Moat E with a value of $7.55B, Schwab Strategic Tr Us Dividen with a value of $6.93B, and Fidelity Merrimack Str Tr Tota with a value of $5.55B.

Examining the 13F form we can see an increase of $4.12B in the current position value, from $114B to 118B.

Accredited Wealth Management, LLC is based out at Louisville, KY

Below you can find more details about Accredited Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $73.8 Billion
Healthcare: $4.02 Billion
Technology: $3.77 Billion
Consumer Defensive: $2.87 Billion
Financial Services: $2.26 Billion
Industrials: $2.06 Billion
Communication Services: $1.32 Billion
Consumer Cyclical: $526 Million
Other: $797 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$58.2M
$3.45 Million 0.0% of portfolio
1,000
Q1 2025 New
$119M
$4,000 0.0% of portfolio
2
Q4 2024 New
$83.4M
$1.68 Million 0.0% of portfolio
400
Q4 2024 New
$241M
$1.89 Million 0.0% of portfolio
500
Q4 2024 New
$125M
$652,000 0.0% of portfolio
1,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 444
  • Current Value $118 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 65 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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