Accredited Investors Inc. has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $146M, United Parcel Service Inc with a value of $117M, American Centy ETF Tr Avantis with a value of $107M, Ishares Core S&P Sm Cap ETF with a value of $84.1M, and Ishares Tr Msci Eafe ETF with a value of $72.8M.

Examining the 13F form we can see an increase of $138M in the current position value, from $1.36B to 1.5B.

Below you can find more details about Accredited Investors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.5 Billion
ETFs: $1.05 Billion
Industrials: $150 Million
Technology: $82.8 Million
Consumer Cyclical: $60.9 Million
Communication Services: $59.2 Million
Financial Services: $34 Million
Healthcare: $21.8 Million
Consumer Defensive: $20.2 Million
Other: $7.85 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $1.5 Billion
  • Prior Value $1.36 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 18 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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