Accredited Investor Services, LLC Portfolio Holdings

Accredited Investor Services, LLC

  • $120 Billion
  • Q1 2025

Accredited Investor Services, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $42.6B, Dimensional ETF Tr with a value of $21.8B, Fidelity Covington Tr Blue Chi with a value of $17.1B, American Centy ETF Tr Avantis with a value of $3.77B, and Dimensional ETF Tr U S Core Eq with a value of $2.79B.

Examining the 13F form we can see an decrease of $5.3B in the current position value, from $125B to 120B.

Accredited Investor Services, LLC is based out at St. Cloud, MN

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

Portfolio value $120 Billion
ETFs: $90.9 Billion
Financial Services: $6.82 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $120 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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