Accredited Investors Inc. Purchases in Q2 2025

Accredited Investors Inc.

  • $1.69 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
358K
New
$62.73 - $78.42 $22.4M - $28.1M
358K $27.7M
AVDV
American Centy ETF Tr Avantis

ETFs
8.45K
+ 0.34%
$61.76 - $79.32 $522K - $671K
2.49M $198M
IVV
Ishares Core S&P 500 ETF

ETFs
441
+ 0.34%
$498.8 - $620.9 $220K - $274K
129K $80M
VO
Vanguard Mid Cap ETF

ETFs
26K
+ 727.23%
$228.54 - $279.83 $5.94M - $7.27M
29.6K $8.27M
VTV
Vanguard Value ETF

ETFs
27.6K
+ 6.19%
$153.67 - $176.74 $4.24M - $4.87M
473K $83.6M
MSFT
Microsoft Corp

Technology
1.66K
+ 4.43%
$354.56 - $497.45 $589K - $826K
39.1K $19.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.51K
+ 10.39%
$496.48 - $617.85 $1.25M - $1.55M
26.7K $16.5M
VB
Vanguard Small Cap ETF

ETFs
11.5K
+ 82.7%
$193.73 - $237.37 $2.23M - $2.74M
25.5K $6.03M
ONB
Old National Bancorp

Financial Services
94.9K
+ 34.13%
$17.95 - $22.57 $1.7M - $2.14M
373K $7.96M
VTI
Vanguard Total Stock Market Et

ETFs
3.42K
+ 12.66%
$243.75 - $303.93 $834K - $1.04M
30.4K $9.25M
WMT
Walmart Inc.

Consumer Defensive
10.1K
+ 70.19%
$81.79 - $99.98 $825K - $1.01M
24.5K $2.39M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.74K
+ 9.23%
$59.98 - $74.92 $404K - $505K
79.8K $5.94M
JPM
Jpmorgan Chase & CO

Financial Services
123
+ 0.6%
$210.28 - $289.91 $25.9K - $35.7K
20.7K $6M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17.7K
+ 8.06%
$46.41 - $47.7 $822K - $845K
237K $11.3M
GOOG
Alphabet Inc.

Communication Services
1.03K
+ 3.24%
$146.58 - $180.01 $151K - $185K
32.7K $5.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
843
+ 15.62%
$456.74 - $568.03 $385K - $479K
6.24K $3.54M
SCHW
Schwab Charles Corp

Financial Services
7.23K
New
$69.06 - $91.24 $499K - $659K
7.23K $659K
APH
Amphenol Corp

Technology
2.47K
+ 27.81%
$59.09 - $98.75 $146K - $244K
11.4K $1.12M
MA
Mastercard Inc

Financial Services
867
+ 120.75%
$479.92 - $590.74 $416K - $512K
1.59K $890K
ADP
Automatic Data Processing Inc

Industrials
1.13K
+ 2.21%
$276.76 - $326.81 $312K - $369K
52.2K $16.1M
MSI
Motorola Solutions, Inc.

Technology
1.16K
New
$394.72 - $440.39 $457K - $510K
1.16K $487K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
170
+ 0.27%
$73.02 - $90.22 $12.4K - $15.3K
62.5K $5.57M
BXSL
Blackstone Secured Lending Fund

Financial Services
15K
New
$26.88 - $32.74 $403K - $491K
15K $461K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
17.2K
+ 11.85%
$24.66 - $25.17 $425K - $433K
162K $4.09M
ECL
Ecolab Inc.

Basic Materials
1.47K
+ 55.62%
$225.65 - $270.95 $331K - $397K
4.1K $1.1M
ETN
Eaton Corp PLC

Industrials
1.22K
New
$246.52 - $356.99 $301K - $436K
1.22K $435K
AXP
American Express CO

Financial Services
626
+ 14.42%
$231.39 - $318.98 $145K - $200K
4.97K $1.58M
FDUS
Fidus Investment Corp

Financial Services
20K
New
$17.32 - $20.65 $346K - $413K
20K $404K
PDI
Pimco Dynamic Income Fund

Financial Services
20.7K
New
$17.02 - $19.87 $353K - $412K
20.7K $393K
WFC
Wells Fargo & Company

Financial Services
3.06K
+ 20.91%
$60.98 - $80.12 $186K - $245K
17.7K $1.42M
CDNS
Cadence Design Systems Inc

Technology
716
+ 33.36%
$231.64 - $323.08 $166K - $231K
2.86K $881K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.66K
New
$91.43 - $91.74 $335K - $336K
3.66K $335K
V
Visa Inc.

Financial Services
835
+ 13.83%
$308.27 - $373.31 $257K - $312K
6.87K $2.44M
AVGO
Broadcom Inc.

Technology
148
+ 5.89%
$146.29 - $275.65 $21.7K - $40.8K
2.66K $733K
TJX
Tjx Companies Inc

Consumer Cyclical
2.41K
New
$119.13 - $135.03 $288K - $326K
2.41K $298K
IAU
Ishares Gold Trust

ETFs
4.58K
New
$56.1 - $64.74 $257K - $297K
4.58K $285K
LLY
Eli Lilly & CO

Healthcare
561
+ 17.05%
$713.71 - $898.95 $400K - $504K
3.85K $3M
NVT
N Vent Electric PLC

Industrials
3.79K
New
$45.2 - $73.35 $171K - $278K
3.79K $277K
EUSB
Ishares Tr Esg Advanced Total

Technology
5.71K
+ 17.16%
$42.54 - $43.56 $243K - $249K
39K $1.7M
DIS
Walt Disney CO

Communication Services
472
+ 6.32%
$81.72 - $124.01 $38.6K - $58.5K
7.94K $984K
AJG
Arthur J. Gallagher & Co.

Financial Services
752
New
$310.86 - $348.77 $234K - $262K
752 $240K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
987
New
$180.84 - $240.32 $178K - $237K
987 $237K
FISV
Fiserv Inc

Technology
1.88K
+ 100.64%
N/A
3.74K $467K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.95K
New
$94.74 - $118.43 $184K - $230K
1.95K $230K
GGG
Graco Inc

Industrials
1.88K
+ 7.53%
$74.02 - $87.26 $139K - $164K
26.8K $2.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
436
New
$321.63 - $509.31 $140K - $222K
436 $222K
FUL
Fuller H B CO

Basic Materials
3.68K
New
$48.43 - $61.99 $178K - $228K
3.68K $221K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.83K
New
$57.46 - $75.58 $163K - $214K
2.83K $213K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
4.8K
New
$36.14 - $44.23 $173K - $212K
4.8K $212K
Activity Summary
Buys All Purchases 100 New Holdings 20 Increased Positions 80 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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