Accredited Investors Inc. Purchases in Q1 2025

Accredited Investors Inc.

  • $1.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
181
+ 4.87%
$576.36 - $736.67 $104K - $133K
3.9K $2.25M
IJK
Ishares S&P Midcap 400 Growth

ETFs
932
+ 29.59%
$81.62 - $96.63 $76.1K - $90.1K
4.08K $339K
BK
Bank Of New York Mellon Corp

Financial Services
331
+ 9.45%
$75.42 - $88.95 $25K - $29.4K
3.84K $321K
VIG
Vanguard Dividend Appreciation

ETFs
273
+ 5.32%
N/A
5.4K $983K
BROS
Dutch Bros Inc.

Consumer Cyclical
147
+ 3.72%
$55.77 - $85.37 $8.2K - $12.5K
4.09K $252K
HWM
Howmet Aerospace Inc.

Industrials
37
+ 1.94%
$110.79 - $139.39 $4.1K - $5.16K
1.94K $252K
CB
Chubb LTD

Financial Services
72
+ 8.77%
$257.71 - $301.99 $18.6K - $21.7K
893 $269K
AMT
American Tower Corp

Real Estate
8
+ 0.73%
$173.46 - $217.6 $1.39K - $1.74K
1.11K $241K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
10K
New
$3.33 - $7.79 $33.3K - $77.9K
10K $33K
HON
Honeywell International Inc

Industrials
283
+ 14.09%
$202.75 - $226.52 $57.4K - $64.1K
2.29K $485K
JEPI
J P Morgan Exchange Traded Fd

ETFs
552
+ 7.52%
$56.17 - $59.71 $31K - $33K
7.89K $450K
DCI
Donaldson CO Inc

Industrials
415
+ 9.77%
$66.51 - $72.28 $27.6K - $30K
4.66K $312K
MA
Mastercard Inc

Financial Services
18
+ 2.57%
$504.67 - $576.31 $9.08K - $10.4K
718 $393K
CSCO
Cisco Systems, Inc.

Technology
12
+ 0.13%
$58.74 - $64.87 $705 - $778
9.01K $556K
GGG
Graco Inc

Industrials
506
+ 2.07%
$80.53 - $87.54 $40.7K - $44.3K
24.9K $2.08M
XLF
Financial Sector Spdr

ETFs
265
+ 4.15%
$47.32 - $52.19 $12.5K - $13.8K
6.64K $330K
LNT
Alliant Energy Corp

Utilities
32
+ 0.87%
$56.66 - $66.04 $1.81K - $2.11K
3.72K $239K
KMB
Kimberly Clark Corp

Consumer Defensive
2
+ 0.11%
$124.46 - $147.4 $249 - $295
1.83K $260K
QCOM
Qualcomm Inc

Technology
137
+ 5.9%
$151.94 - $175.86 $20.8K - $24.1K
2.46K $377K
COP
Conocophillips

Energy
82
+ 3.95%
$88.6 - $105.85 $7.27K - $8.68K
2.16K $226K
FISV
Fiserv Inc

Technology
104
+ 5.91%
N/A
1.86K $233K
MUB
Ishares National Muni Bond ETF

ETFs
196
+ 2.62%
$104.71 - $107.69 $20.5K - $21.1K
7.67K $808K
NUE
Nucor Corp

Basic Materials
13
+ 0.43%
$114.48 - $142.52 $1.49K - $1.85K
3.03K $364K
ZTS
Zoetis Inc.

Healthcare
21
+ 0.69%
$156.48 - $175.67 $3.29K - $3.69K
3.04K $501K
SHV
Ishares Tr

ETFs
38
+ 1.37%
$110.11 - $110.51 $4.18K - $4.2K
2.81K $310K
HRL
Hormel Foods Corp

Consumer Defensive
326
+ 2.42%
$28.29 - $31.52 $9.22K - $10.3K
13.8K $427K
BDX
Becton Dickinson & CO

Healthcare
5
+ 0.55%
$222.79 - $249.08 $1.11K - $1.25K
906 $207K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
252
+ 4.9%
$507.05 - $563.67 $128K - $142K
5.4K $2.77M
Morgan Stanley Direct Lendin
10K
New
N/A
10K $0
Blackrock Inc
15
+ 7.08%
N/A
227 $0
Vizsla Silver Corp
15.6K
New
N/A
15.6K $0
Kayne Anderson Bdc Inc
6.75K
+ 57.12%
N/A
18.6K $0
Ge Healthcare Technologies I
489
+ 14.19%
N/A
3.94K $0
TNC
Tennant CO

Industrials
261
+ 1.96%
$79.73 - $89.16 $20.8K - $23.3K
13.6K $1.09M
VBR
Vanguard Small Cap Value ETF

ETFs
101
+ 5.01%
$183.02 - $207.75 $18.5K - $21K
2.12K $394K
PFE
Pfizer Inc

Healthcare
605
+ 3.17%
$25.01 - $27.13 $15.1K - $16.4K
19.7K $499K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 1.01%
$524.81 - $672.19 $2.1K - $2.69K
400 $218K
USXF
Ishares Esg Advanced Msci Usa

Technology
4.89K
+ 6.29%
$46.38 - $52.65 $227K - $257K
82.6K $3.86M
PEP
Pepsico Inc

Consumer Defensive
60
+ 0.65%
$142.64 - $156.42 $8.56K - $9.39K
9.36K $1.4M
GRAB
Grab Holdings LTD

Technology
5
+ 0.01%
$4.12 - $5.34 $20.6 - $26.7
54.7K $247K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
5
+ 0.06%
$26.53 - $29.63 $133 - $148
8.73K $235K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7
+ 0.07%
$21.75 - $24.28 $152 - $170
10.5K $232K
ROK
Rockwell Automation, Inc

Industrials
39
+ 4.63%
$255.29 - $303.75 $9.96K - $11.8K
882 $227K
MLI
Mueller Industries Inc

Industrials
46
+ 0.82%
$76.14 - $82.67 $3.5K - $3.8K
5.65K $429K
MS
Morgan Stanley

Financial Services
19
+ 0.8%
$111.68 - $141.08 $2.12K - $2.68K
2.39K $279K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
180
+ 3.79%
$68.07 - $78.99 $12.3K - $14.2K
4.93K $335K
APH
Amphenol Corp

Technology
57
+ 0.65%
$61.62 - $78.55 $3.51K - $4.48K
8.89K $583K
ADI
Analog Devices Inc

Technology
6
+ 0.2%
$201.56 - $243.82 $1.21K - $1.46K
2.99K $602K
AMD
Advanced Micro Devices Inc

Technology
80
+ 3.13%
$96.63 - $129.55 $7.73K - $10.4K
2.64K $270K
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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