Accredited Investors Inc. Incresed Positions 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
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.01%
$280.08 - $307.97 $1.4K - $1.54K
51K $14.9M
JPM
Jpmorgan Chase & CO

Financial Services
172
+ 0.83%
$205.18 - $250.29 $35.3K - $43K
21K $5.03M
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
TCMD
Tactile Systems Technology Inc

Healthcare
100
+ 0.09%
$13.43 - $19.54 $1.34K - $1.95K
115K $1.98M
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
MA
Mastercard Inc

Financial Services
11
+ 1.6%
$491.3 - $536.15 $5.4K - $5.9K
700 $368K
ARCC
Ares Capital Corp

Financial Services
200
+ 1.86%
$20.74 - $22.27 $4.15K - $4.45K
11K $239K
LNT
Alliant Energy Corp

Utilities
262
+ 7.64%
$56.24 - $63.63 $14.7K - $16.7K
3.69K $218K
FDX
Fedex Corp

Industrials
1
+ 0.13%
$260.5 - $305.15 $261 - $305
800 $225K
SCHX
Schwab Strategic Tr Us Large C

ETFs
7.03K
+ 200.17%
$22.4 - $68.28 $157K - $480K
10.5K $244K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
4.37K
+ 100.09%
$27.45 - $55.56 $120K - $243K
8.73K $247K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.24K
+ 10.57%
$30.93 - $33.94 $131K - $144K
44.3K $1.37M
ORCL
Oracle Corp

Technology
255
+ 2.41%
$165.41 - $192.43 $42.2K - $49.1K
10.8K $1.8M
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
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