Accredited Investors Inc. Incresed Positions in Q2 2025

Accredited Investors Inc.

  • $1.69 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.8K
+ 46.28%
$55.54 - $69.09 $766K - $953K
43.6K $3.01M
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
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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
170
+ 0.27%
$73.02 - $90.22 $12.4K - $15.3K
62.5K $5.57M
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
AXP
American Express CO

Financial Services
626
+ 14.42%
$231.39 - $318.98 $145K - $200K
4.97K $1.58M
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
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
LLY
Eli Lilly & CO

Healthcare
561
+ 17.05%
$713.71 - $898.95 $400K - $504K
3.85K $3M
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
FISV
Fiserv Inc

Technology
1.88K
+ 100.64%
N/A
3.74K $467K
GGG
Graco Inc

Industrials
1.88K
+ 7.53%
$74.02 - $87.26 $139K - $164K
26.8K $2.3M
HON
Honeywell International Inc

Industrials
701
+ 30.58%
$182.86 - $232.88 $128K - $163K
2.99K $697K
ORCC
Owl Rock Capital Corp

Financial Services
15K
+ 90.21%
N/A
31.6K $423K
USB
Us Bancorp \De\

Financial Services
6
+ 0.01%
$36.4 - $45.76 $218 - $275
64.1K $2.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$22.27 - $29.21 $22.3 - $29.2
45.7K $1.34M
ABT
Abbott Laboratories

Healthcare
1.01K
+ 7.14%
$123.95 - $138.08 $126K - $140K
15.2K $2.07M
BAC
Bank Of America Corp

Financial Services
1.07K
+ 4.46%
$34.39 - $47.46 $36.7K - $50.6K
25K $1.18M
IBM
International Business Machines Corp

Technology
7
+ 0.2%
$221.03 - $294.78 $1.55K - $2.06K
3.58K $1.05M
PLTR
Palantir Technologies Inc.

Technology
115
+ 4.03%
$74.01 - $144.25 $8.51K - $16.6K
2.97K $404K
MMM
3 M CO

Industrials
2
+ 0.01%
$126.09 - $154.15 $252 - $308
28.6K $4.36M
ZTS
Zoetis Inc.

Healthcare
1.07K
+ 35.28%
$144.41 - $170.3 $155K - $183K
4.12K $642K
FAST
Fastenal CO

Industrials
17K
+ 100.94%
$40.65 - $83.16 $693K - $1.42M
33.9K $1.43M
AMAT
Applied Materials Inc

Technology
1
+ 0.04%
$126.95 - $183.52 $127 - $184
2.75K $503K
HD
Home Depot, Inc.

Consumer Cyclical
277
+ 6.18%
$335.24 - $380.78 $92.9K - $105K
4.76K $1.75M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.05%
$154.86 - $239.07 $155 - $239
2.02K $481K
DELL
Dell Technologies Inc.

Technology
36
+ 1.29%
$71.63 - $125.98 $2.58K - $4.54K
2.83K $347K
ROK
Rockwell Automation, Inc

Industrials
73
+ 8.28%
$218.97 - $332.17 $16K - $24.2K
955 $317K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.08%
$224.16 - $285.86 $448 - $572
2.61K $745K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
979
+ 21.72%
$39.89 - $49.46 $39.1K - $48.4K
5.49K $271K
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
Track This Portfolio

Track Accredited Investors Inc. Portfolio

Follow Accredited Investors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Investors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Accredited Investors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email