Accredited Investors Inc. Purchases in Q1 2025

Accredited Investors Inc.

  • $1.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
80
New
$663000.0 - $801950.0 $53M - $64.2M
80 $63.9M
AVDV
American Centy ETF Tr Avantis

ETFs
21.2K
+ 0.86%
$63.74 - $71.96 $1.35M - $1.52M
2.48M $173M
VTV
Vanguard Value ETF

ETFs
17.7K
+ 4.14%
$167.73 - $179.21 $2.97M - $3.18M
446K $77M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
18.9K
+ 20.1%
$96.18 - $109.82 $1.82M - $2.08M
113K $11.6M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
33.7K
+ 18.12%
$45.92 - $47.58 $1.55M - $1.6M
220K $10.4M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
51.8K
+ 55.41%
$24.6 - $24.99 $1.27M - $1.29M
145K $3.63M
UMBF
Umb Financial Corp

Financial Services
10.9K
New
$98.0 - $122.56 $1.07M - $1.34M
10.9K $1.1M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
13.8K
+ 23.25%
$63.91 - $70.19 $881K - $967K
73.1K $4.92M
UNH
Unitedhealth Group Inc

Healthcare
1.53K
+ 20.31%
$461.52 - $548.18 $706K - $839K
9.07K $4.75M
DVY
Ishares Tr

ETFs
5.42K
+ 172.52%
$128.58 - $138.1 $697K - $748K
8.56K $1.15M
EUSB
Ishares Tr Esg Advanced Total

Technology
13.5K
+ 68.53%
$42.05 - $43.43 $569K - $588K
33.3K $1.44M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.16K
New
$157.11 - $206.52 $340K - $446K
2.16K $363K
TRV
Travelers Companies, Inc.

Financial Services
455
+ 5.54%
$232.43 - $265.13 $106K - $121K
8.66K $2.29M
GE
General Electric CO

Industrials
225
+ 3.24%
$168.59 - $212.13 $37.9K - $47.7K
7.17K $1.44M
XOM
Exxon Mobil Corp

Energy
709
+ 4.19%
$105.44 - $118.93 $74.8K - $84.3K
17.6K $2.1M
AMP
Ameriprise Financial Inc

Financial Services
568
New
$472.29 - $575.13 $268K - $327K
568 $274K
GLD
Spdr Gold Trust

ETFs
928
New
$243.19 - $288.14 $226K - $267K
928 $267K
VZ
Verizon Communications Inc

Communication Services
5.74K
New
$37.81 - $46.49 $217K - $267K
5.74K $260K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.17K
New
$117.4 - $131.02 $254K - $284K
2.17K $259K
APD
Air Products & Chemicals, Inc.

Basic Materials
801
New
$283.24 - $338.07 $227K - $271K
801 $236K
JNJ
Johnson & Johnson

Healthcare
315
+ 3.84%
$142.06 - $167.7 $44.7K - $52.8K
8.51K $1.41M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
2.33K
New
$93.1 - $106.93 $217K - $249K
2.33K $222K
V
Visa Inc.

Financial Services
19
+ 0.32%
$306.92 - $362.71 $5.83K - $6.89K
6.04K $2.12M
SO
Southern CO

Utilities
2.33K
New
$80.96 - $92.96 $188K - $216K
2.33K $213K
UNP
Union Pacific Corp

Industrials
903
New
$225.21 - $254.42 $203K - $230K
903 $213K
LLY
Eli Lilly & CO

Healthcare
44
+ 1.36%
$725.72 - $929.72 $31.9K - $40.9K
3.29K $2.72M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.01K
New
$23.16 - $27.04 $209K - $244K
9.01K $211K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.08K
New
$50.39 - $50.66 $206K - $207K
4.08K $206K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.51K
New
$42.5 - $46.71 $192K - $211K
4.51K $203K
AON
Aon PLC

Financial Services
38
+ 0.91%
$348.44 - $409.32 $13.2K - $15.6K
4.22K $1.68M
VO
Vanguard Mid Cap ETF

ETFs
712
+ 24.89%
$251.87 - $277.95 $179K - $198K
3.57K $924K
IWD
Ishares Russell 1000 Val ETF

ETFs
643
+ 4.53%
$182.82 - $196.21 $118K - $126K
14.8K $2.79M
MDT
Medtronic PLC

Healthcare
487
+ 4.24%
$79.84 - $94.5 $38.9K - $46K
12K $1.07M
KO
Coca Cola CO

Consumer Defensive
200
+ 1.43%
$60.81 - $72.32 $12.2K - $14.5K
14.2K $1.02M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
50
+ 1.77%
$80.53 - $147.57 $4.03K - $7.38K
2.88K $381K
MCD
Mcdonalds Corp

Consumer Cyclical
120
+ 3.1%
$279.74 - $321.29 $33.6K - $38.6K
3.99K $1.25M
AMGN
Amgen Inc

Healthcare
37
+ 1.74%
$258.59 - $327.36 $9.57K - $12.1K
2.16K $674K
CVX
Chevron Corp

Energy
4
+ 0.08%
$146.71 - $167.97 $587 - $672
5.29K $884K
FAST
Fastenal CO

Industrials
271
+ 1.63%
$71.11 - $79.98 $19.3K - $21.7K
16.9K $1.31M
BR
Broadridge Financial Solutions, Inc.

Technology
228
+ 6.38%
$221.46 - $244.83 $50.5K - $55.8K
3.8K $921K
ECL
Ecolab Inc.

Basic Materials
220
+ 9.11%
$229.72 - $269.82 $50.5K - $59.4K
2.63K $667K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.64%
$890.62 - $1076.86 $15.1K - $18.3K
2.67K $2.53M
IEFA
Ishares Tr

ETFs
597
+ 9.53%
$69.57 - $78.65 $41.5K - $47K
6.86K $519K
XEL
Xcel Energy Inc

Utilities
132
+ 0.63%
$63.37 - $72.1 $8.36K - $9.52K
21K $1.48M
MO
Altria Group, Inc.

Consumer Defensive
44
+ 0.51%
$50.81 - $60.02 $2.24K - $2.64K
8.71K $522K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.02%
$53.9 - $63.11 $162 - $189
14.8K $900K
T
At&T Inc.

Communication Services
127
+ 1.13%
$21.56 - $28.28 $2.74K - $3.59K
11.3K $320K
CTAS
Cintas Corp

Industrials
77
+ 3.79%
$182.09 - $208.14 $14K - $16K
2.11K $433K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.85K
+ 11.59%
$18.36 - $20.51 $33.9K - $37.9K
17.8K $351K
Activity Summary
Buys All Purchases 125 New Holdings 17 Increased Positions 108 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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