Accredited Investors Inc. Incresed Positions in Q2 2024

Accredited Investors Inc.

  • $1.55 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
575K
+ 55.47%
$57.57 - $63.3 $33.1M - $36.4M
1.61M $101M
AVDV
American Centy ETF Tr Avantis

ETFs
496K
+ 30.53%
$63.81 - $68.36 $31.7M - $33.9M
2.12M $138M
VEU
Vanguard Ftse All World Ex Us

ETFs
179K
+ 15.75%
$56.22 - $60.47 $10M - $10.8M
1.31M $77M
IVV
Ishares Core S&P 500 ETF

ETFs
7.46K
+ 6.09%
$497.53 - $549.64 $3.71M - $4.1M
130K $71.2M
VTV
Vanguard Value ETF

ETFs
36.6K
+ 10.4%
$154.57 - $163.65 $5.65M - $5.98M
388K $62.2M
NVDA
Nvidia Corp

Technology
62.4K
+ 961.78%
$118.11 - $1224.4 $7.36M - $76.3M
68.8K $8.5M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
11.2K
+ 22.52%
$102.41 - $112.98 $1.14M - $1.26M
60.8K $6.83M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
518
+ 0.65%
$67.89 - $89.5 $35.2K - $46.4K
80.7K $7.11M
WFC
Wells Fargo & Company

Financial Services
14.7K
+ 124.08%
$56.41 - $62.34 $827K - $914K
26.5K $1.57M
MSFT
Microsoft Corp

Technology
461
+ 2.53%
$389.33 - $452.85 $179K - $209K
18.7K $8.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
43
+ 0.18%
$495.16 - $548.49 $21.3K - $23.6K
23.6K $12.8M
USXF
Ishares Esg Advanced Msci Usa

Technology
7.02K
+ 10.98%
$41.56 - $47.79 $292K - $335K
71K $3.31M
VIG
Vanguard Dividend Appreciation

ETFs
2.29K
+ 77.58%
$173.33 - $185.29 $396K - $424K
5.24K $955K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
5.82K
+ 12.08%
$64.36 - $70.16 $375K - $409K
54K $3.64M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
600
+ 59.52%
$516.55 - $556.17 $310K - $334K
1.61K $860K
XOM
Exxon Mobil Corp

Energy
2.1K
+ 15.64%
$108.36 - $122.2 $227K - $256K
15.5K $1.78M
WMT
Walmart Inc.

Consumer Defensive
1.86K
+ 14.99%
$58.85 - $68.9 $110K - $128K
14.3K $967K
VTI
Vanguard Total Stock Market Et

ETFs
75
+ 0.29%
$245.23 - $269.4 $18.4K - $20.2K
25.7K $6.89M
DSI
Ishares Msci Kld 400 Social Et

ETFs
651
+ 1.7%
$94.27 - $104.77 $61.4K - $68.2K
39.1K $4.06M
ORCL
Oracle Corp

Technology
47
+ 0.46%
$113.75 - $144.64 $5.35K - $6.8K
10.2K $1.44M
JPM
Jpmorgan Chase & CO

Financial Services
667
+ 4.94%
$180.08 - $204.79 $120K - $137K
14.2K $2.87M
APH
Amphenol Corp

Technology
5.02K
+ 131.56%
$67.16 - $136.4 $337K - $685K
8.83K $595K
SCHG
Schwab Strategic Tr Us Large C

ETFs
659
+ 6.26%
$87.04 - $101.61 $57.4K - $67K
11.2K $1.13M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 0.48%
$414.65 - $485.21 $7.46K - $8.73K
3.76K $1.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
2.56K
+ 4.22%
$76.22 - $82.36 $195K - $211K
63.2K $4.98M
PG
Procter & Gamble CO

Consumer Defensive
543
+ 4.85%
$155.33 - $168.56 $84.3K - $91.5K
11.7K $1.94M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
106
+ 5.68%
$127.7 - $179.69 $13.5K - $19K
1.97K $342K
CVX
Chevron Corp

Energy
555
+ 11.85%
$152.57 - $166.33 $84.7K - $92.3K
5.24K $819K
KO
Coca Cola CO

Consumer Defensive
811
+ 8.92%
$58.06 - $64.15 $47.1K - $52K
9.91K $630K
QCOM
Qualcomm Inc

Technology
14
+ 0.66%
$157.63 - $227.09 $2.21K - $3.18K
2.13K $425K
AMGN
Amgen Inc

Healthcare
4
+ 0.19%
$262.75 - $319.31 $1.05K - $1.28K
2.12K $662K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.04%
$88.6 - $104.24 $177 - $208
5.67K $574K
CSCO
Cisco Systems, Inc.

Technology
1.47K
+ 19.61%
$45.52 - $50.04 $66.9K - $73.6K
8.97K $425K
MA
Mastercard Inc

Financial Services
161
+ 30.61%
$441.1 - $479.43 $71K - $77.2K
687 $303K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.04%
$198.39 - $259.28 $198 - $259
2.36K $582K
NEE
Nextera Energy Inc

Utilities
290
+ 7.71%
$61.7 - $80.02 $17.9K - $23.2K
4.05K $286K
TGT
Target Corp

Consumer Defensive
2.17K
+ 22.16%
$141.16 - $177.82 $307K - $386K
12K $1.77M
ECL
Ecolab Inc.

Basic Materials
100
+ 6.42%
$218.16 - $244.64 $21.8K - $24.5K
1.66K $394K
CTAS
Cintas Corp

Industrials
33
+ 6.67%
$658.34 - $714.93 $21.7K - $23.6K
528 $369K
VV
Vanguard Large Cap ETF

ETFs
45
+ 3.75%
$227.27 - $251.65 $10.2K - $11.3K
1.25K $310K
KMB
Kimberly Clark Corp

Consumer Defensive
5
+ 0.23%
$123.89 - $141.67 $619 - $708
2.2K $304K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$40.75 - $46.83 $81.5 - $93.7
8.96K $408K
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$190.36 - $215.89 $190 - $216
2.09K $446K
T
At&T Inc.

Communication Services
1
+ 0.01%
$16.09 - $19.11 $16.1 - $19.1
11.2K $214K
CMCSA
Comcast Corp

Communication Services
915
+ 18.26%
$36.9 - $42.28 $33.8K - $38.7K
5.93K $232K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
227
+ 0.76%
$57.86 - $62.21 $13.1K - $14.1K
29.9K $1.8M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.03%
$145.54 - $178.83 $146 - $179
3K $519K
MUB
Ishares National Muni Bond ETF

ETFs
158
+ 1.95%
$105.37 - $107.16 $16.6K - $16.9K
8.28K $882K
RTX
Raytheon Technologies Corp

Industrials
4
+ 0.13%
$97.55 - $108.44 $390 - $434
2.98K $298K
Activity Summary
Buys All Purchases 103 New Holdings 23 Increased Positions 80 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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