Accredited Investor Services, LLC Purchases in Q4 2024

Accredited Investor Services, LLC

  • $125 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
448K
New
$94.36 - $102.06 $42.3M - $45.8M
448K $43.5B
DFAX
Dimensional ETF Tr
796K
New
$24.76 - $27.04 $19.7M - $21.5M
796K $19.8B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
426K
New
$42.05 - $48.31 $17.9M - $20.6M
426K $19.7B
AAPL
Apple Inc.

Technology
16.5K
New
$221.69 - $259.02 $3.66M - $4.28M
16.5K $4.13B
AVUV
American Centy ETF Tr Avantis

ETFs
41.6K
New
$94.37 - $106.41 $3.93M - $4.43M
41.6K $4.02B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
86.5K
New
$33.92 - $36.6 $2.93M - $3.16M
86.5K $2.99B
TSLA
Tesla, Inc.

Consumer Cyclical
5.47K
New
$213.65 - $479.86 $1.17M - $2.63M
5.47K $2.21B
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$664750.0 - $724132.5 $1.99M - $2.17M
3 $2.04B
MSFT
Microsoft Corp

Technology
4.34K
New
$406.35 - $454.46 $1.76M - $1.97M
4.34K $1.83B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32.3K
New
$49.79 - $51.14 $1.61M - $1.65M
32.3K $1.62B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.28K
New
$567.81 - $607.81 $1.29M - $1.38M
2.28K $1.33B
AMZN
Amazon Com Inc

Consumer Cyclical
5.35K
New
$180.88 - $232.93 $967K - $1.25M
5.35K $1.17B
COST
Costco Wholesale Corp

Consumer Defensive
1.21K
New
$873.59 - $994.69 $1.06M - $1.21M
1.21K $1.11B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.71K
New
$521.84 - $558.82 $892K - $956K
1.71K $921M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
78K
New
$11.1 - $12.03 $865K - $938K
78K $879M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
102K
New
$8.51 - $9.15 $867K - $932K
102K $875M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
20.3K
New
$40.38 - $44.35 $818K - $898K
20.3K $829M
XLF
Financial Sector Spdr

ETFs
16.2K
New
$44.89 - $51.34 $729K - $834K
16.2K $785M
AXP
American Express CO

Financial Services
2.55K
New
$267.35 - $305.57 $683K - $780K
2.55K $758M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.01K
New
$176.42 - $186.91 $707K - $749K
4.01K $714M
NVDA
Nvidia Corp

Technology
5.24K
New
$117.0 - $148.88 $613K - $780K
5.24K $704M
XLE
Energy Sector Spdr

ETFs
7.51K
New
$83.32 - $97.27 $625K - $730K
7.51K $643M
T
At&T Inc.

Communication Services
26.8K
New
$21.22 - $23.88 $569K - $640K
26.8K $610M
JPM
Jpmorgan Chase & CO

Financial Services
2.52K
New
$205.18 - $250.29 $517K - $631K
2.52K $605M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
33.1K
New
$17.21 - $18.41 $569K - $609K
33.1K $571M
VTWO
Vanguard Russell 2000 ETF

ETFs
6.34K
New
$87.42 - $98.06 $554K - $621K
6.34K $566M
GOOGL
Alphabet Inc.

Communication Services
2.86K
New
$161.86 - $196.66 $462K - $562K
2.86K $541M
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
New
$385.02 - $431.37 $495K - $555K
1.29K $500M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
9.71K
New
$47.58 - $48.56 $462K - $472K
9.71K $464M
VIG
Vanguard Dividend Appreciation

ETFs
2.26K
New
N/A
2.26K $443M
XLV
Select Sector Spdr Fund Health

ETFs
3.07K
New
$136.28 - $154.74 $419K - $475K
3.07K $422M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
7.89K
New
$50.62 - $50.97 $399K - $402K
7.89K $400M
NOG
Northern Oil & Gas, Inc.

Energy
10K
New
$35.57 - $43.49 $356K - $435K
10K $372M
BAC
Bank Of America Corp

Financial Services
8.43K
New
$39.22 - $47.77 $331K - $403K
8.43K $371M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.5K
New
$63.58 - $71.15 $350K - $391K
5.5K $358M
GOOG
Alphabet Inc.

Communication Services
1.81K
New
$163.08 - $198.16 $296K - $359K
1.81K $345M
IQLT
Ishares Msci Intl Quality Fact

ETFs
9.17K
New
$37.12 - $41.23 $340K - $378K
9.17K $340M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.64K
New
$201.32 - $217.44 $331K - $357K
1.64K $340M
DFAT
Dimensional ETF Tr U S Target

ETFs
5.77K
New
$54.54 - $61.04 $315K - $352K
5.77K $321M
USB
Us Bancorp \De\

Financial Services
6.14K
New
$43.98 - $53.66 $270K - $330K
6.14K $294M
INTU
Intuit Inc

Technology
449
New
$602.01 - $706.25 $270K - $317K
449 $282M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.78K
New
$94.43 - $105.47 $262K - $293K
2.78K $282M
ORCL
Oracle Corp

Technology
1.68K
New
$165.41 - $192.43 $278K - $324K
1.68K $280M
PIO
Invesco Exchange Traded Fd Tr

ETFs
6.76K
New
$39.06 - $42.96 $264K - $290K
6.76K $264M
MMM
3 M CO

Industrials
1.84K
New
$124.74 - $137.12 $229K - $252K
1.84K $237M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
3.17K
New
$47.29 - $84.74 $150K - $268K
3.17K $234M
EHC
Encompass Health Corp

Healthcare
2.47K
New
$92.35 - $103.77 $228K - $256K
2.47K $228M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.52K
New
$87.25 - $95.52 $220K - $241K
2.52K $223M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
804
New
$260.96 - $307.26 $210K - $247K
804 $218M
Activity Summary
Buys All Purchases 57 New Holdings 57 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accredited Investor Services, LLC Portfolio

Follow Accredited Investor Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Investor Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investor Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email