Accredited Investors Inc. Purchases in Q4 2024

Accredited Investors Inc.

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
380K
+ 16.56%
$61.68 - $67.87 $23.5M - $25.8M
2.68M $167M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
15.2K
+ 35.66%
$442.29 - $483.08 $6.72M - $7.34M
57.8K $26.2M
MSFT
Microsoft Corp

Technology
15.5K
+ 70.5%
$406.35 - $454.46 $6.31M - $7.06M
37.6K $15.8M
FNDA
Schwab Fundamental U S Small C

ETFs
447K
+ 131.5%
$29.26 - $59.11 $13.1M - $26.4M
788K $23.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.26M
+ 201.03%
$22.01 - $66.82 $71.7M - $218M
4.87M $111M
VTV
Vanguard Value ETF

ETFs
28.3K
+ 7.07%
$168.32 - $181.87 $4.76M - $5.14M
428K $72.5M
GOOG
Alphabet Inc.

Communication Services
1.75K
+ 5.99%
$163.08 - $198.16 $286K - $347K
31K $5.9M
VT
Vanguard Total World Stk Index

ETFs
11.4K
+ 5.45%
$117.09 - $123.07 $1.33M - $1.4M
221K $25.9M
EUSB
Ishares Tr Esg Advanced Total

Technology
19.7K
New
$42.39 - $44.29 $837K - $874K
19.7K $838K
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.01%
$280.08 - $307.97 $1.4K - $1.54K
51K $14.9M
GOOGL
Alphabet Inc.

Communication Services
598
+ 3.81%
$161.86 - $196.66 $96.8K - $118K
16.3K $3.08M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
20.1K
+ 27.45%
$24.61 - $25.12 $496K - $506K
93.5K $2.31M
USXF
Ishares Esg Advanced Msci Usa

Technology
7.5K
+ 10.67%
$48.45 - $52.57 $363K - $394K
77.7K $3.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
634
+ 16.79%
$481.22 - $538.17 $305K - $341K
4.41K $2.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
200
+ 0.85%
$567.81 - $607.81 $114K - $122K
23.8K $14M
VTI
Vanguard Total Stock Market Et

ETFs
782
+ 2.92%
$280.04 - $302.45 $219K - $237K
27.6K $8M
TMCI
Treace Medical Concepts, Inc.

Healthcare
31K
+ 44.93%
$4.66 - $8.78 $144K - $272K
100K $744K
DELL
Dell Technologies Inc.

Technology
2.8K
New
$111.96 - $144.21 $313K - $403K
2.8K $322K
TCMD
Tactile Systems Technology Inc

Healthcare
100
+ 0.09%
$13.43 - $19.54 $1.34K - $1.95K
115K $1.98M
KMI
Kinder Morgan, Inc.

Energy
9.23K
New
$22.59 - $28.54 $208K - $263K
9.23K $252K
GS
Goldman Sachs Group Inc

Financial Services
396
New
$486.1 - $608.57 $192K - $241K
396 $226K
PLTR
Palantir Technologies Inc.

Technology
2.92K
New
$36.46 - $82.38 $107K - $241K
2.92K $221K
FISV
Fiserv Inc

Technology
1.76K
New
N/A
1.76K $220K
HWM
Howmet Aerospace Inc.

Industrials
1.91K
New
$99.72 - $120.09 $190K - $229K
1.91K $208K
BROS
Dutch Bros Inc.

Consumer Cyclical
3.95K
New
$30.72 - $55.82 $121K - $220K
3.95K $206K
AVGO
Broadcom Inc.

Technology
270
+ 11.59%
$159.67 - $250.0 $43.1K - $67.5K
2.6K $602K
HUBS
Hubspot Inc

Technology
125
+ 26.43%
$514.07 - $757.4 $64.3K - $94.7K
598 $416K
USB
Us Bancorp \De\

Financial Services
308
+ 0.47%
$43.98 - $53.66 $13.5K - $16.5K
66.2K $3.17M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.05K
+ 57.7%
$49.79 - $51.14 $152K - $156K
8.33K $417K
DIS
Walt Disney CO

Communication Services
251
+ 3.44%
$92.39 - $117.6 $23.2K - $29.5K
7.56K $841K
META
Meta Platforms, Inc.

Communication Services
90
+ 2.48%
$554.08 - $632.68 $49.9K - $56.9K
3.72K $2.19M
HTLF
Heartland Financial Usa Inc

Financial Services
376
+ 1.93%
$54.47 - $69.06 $20.5K - $26K
19.9K $1.22M
DVY
Ishares Tr

ETFs
853
+ 37.28%
$129.55 - $143.41 $111K - $122K
3.14K $412K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
59
+ 1.16%
$521.84 - $558.82 $30.8K - $33K
5.14K $2.77M
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.26%
$873.59 - $994.69 $6.12K - $6.96K
2.66K $2.43M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.01%
$311.11 - $335.64 $311 - $336
10.9K $3.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
34.2K
+ 298.47%
$25.93 - $105.3 $888K - $3.6M
45.7K $1.27M
CDNS
Cadence Design Systems Inc

Technology
36
+ 1.68%
$249.1 - $324.54 $8.97K - $11.7K
2.18K $653K
PANW
Palo Alto Networks Inc

Technology
1.01K
+ 145.94%
$181.96 - $405.9 $183K - $409K
1.7K $308K
TECH
Bio Techne Corp

Healthcare
1.36K
+ 31.23%
$66.37 - $78.17 $90.5K - $107K
5.73K $412K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.65K
+ 20.11%
$40.38 - $44.35 $66.4K - $73K
9.83K $402K
CSCO
Cisco Systems, Inc.

Technology
94
+ 1.06%
$52.45 - $60.02 $4.93K - $5.64K
9K $532K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
+ 1.05%
$172.07 - $207.36 $3.61K - $4.35K
2.02K $399K
ABT
Abbott Laboratories

Healthcare
542
+ 3.93%
$111.93 - $119.39 $60.7K - $64.7K
14.3K $1.62M
XEL
Xcel Energy Inc

Utilities
10
+ 0.05%
$62.16 - $72.92 $622 - $729
20.8K $1.41M
VB
Vanguard Small Cap ETF

ETFs
15
+ 0.11%
$233.76 - $261.58 $3.51K - $3.92K
13.5K $3.24M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
100
+ 18.94%
$417.69 - $450.94 $41.8K - $45.1K
628 $267K
ISRG
Intuitive Surgical Inc

Healthcare
19
+ 1.86%
$471.27 - $550.62 $8.95K - $10.5K
1.04K $542K
PYPL
Pay Pal Holdings, Inc.

Financial Services
28
+ 0.64%
$77.25 - $91.3 $2.16K - $2.56K
4.37K $373K
Activity Summary
Buys All Purchases 93 New Holdings 11 Increased Positions 82 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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