Accredited Investors Inc. Reduced Holdings in Q3 2024

Accredited Investors Inc.

  • $1.68 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.3M
- 99.61%
$475.2 - $527.7 $615M - $683M
5.09K $2.68M
ADP
Automatic Data Processing Inc

Industrials
-2.26M
- 97.8%
$233.44 - $279.45 $529M - $633M
51K $14.1M
UNH
Unitedhealth Group Inc

Healthcare
-777K
- 99.0%
$488.01 - $604.18 $379M - $470M
7.82K $4.57M
ROK
Rockwell Automation, Inc

Industrials
-1.18M
- 99.93%
$248.27 - $294.37 $294M - $349M
853 $229K
IWS
Ishares Russell Midcap Value E

ETFs
-2.21M
- 96.43%
$119.52 - $132.25 $265M - $293M
81.9K $10.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.61M
- 99.29%
$92.63 - $105.69 $149M - $170M
11.5K $1.19M
VV
Vanguard Large Cap ETF

ETFs
-486K
- 99.74%
$236.92 - $263.4 $115M - $128M
1.26K $331K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-715K
- 92.03%
$108.44 - $120.37 $77.5M - $86M
61.9K $7.45M
AON
Aon PLC

Financial Services
-238K
- 98.27%
$293.16 - $351.06 $69.8M - $83.6M
4.21K $1.45M
NSC
Norfolk Southern Corp

Industrials
-292K
- 99.66%
$213.75 - $259.69 $62.5M - $75.9M
1.01K $251K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-154K
- 61.46%
$332.02 - $382.76 $51.1M - $59M
96.6K $36.3M
SOXX
Ishares Semiconductor ETF

ETFs
-225K
- 98.96%
$199.29 - $265.49 $44.9M - $59.8M
2.37K $545K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-398K
- 99.46%
$117.9 - $128.2 $46.9M - $51M
2.15K $275K
CAT
Caterpillar Inc

Industrials
-89.1K
- 97.46%
$316.8 - $391.12 $28.2M - $34.8M
2.33K $909K
EFV
Msci Eafe Value ETF

ETFs
-596K
- 70.41%
$51.72 - $57.96 $30.8M - $34.6M
251K $14.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69.6K
- 94.85%
$434.77 - $502.96 $30.2M - $35M
3.78K $1.84M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-824K
- 95.36%
$30.27 - $34.42 $24.9M - $28.4M
40.1K $1.37M
PM
Philip Morris International Inc.

Consumer Defensive
-202K
- 97.38%
$101.25 - $127.45 $20.4M - $25.7M
5.43K $659K
META
Meta Platforms, Inc.

Communication Services
-27.7K
- 88.4%
$453.41 - $572.44 $12.5M - $15.8M
3.63K $2.08M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-110K
- 95.75%
$125.95 - $142.04 $13.9M - $15.7M
4.9K $695K
TRV
Travelers Companies, Inc.

Financial Services
-60.8K
- 88.08%
$201.87 - $242.35 $12.3M - $14.7M
8.22K $1.93M
LLY
Eli Lilly & CO

Healthcare
-14.1K
- 81.52%
$772.14 - $960.02 $10.9M - $13.6M
3.2K $2.84M
SPGI
S&P Global Inc.

Financial Services
-23.1K
- 97.88%
$446.32 - $527.38 $10.3M - $12.2M
501 $258K
IWD
Ishares Russell 1000 Val ETF

ETFs
-47.7K
- 77.05%
$173.36 - $189.8 $8.27M - $9.06M
14.2K $2.7M
USXF
Ishares Esg Advanced Msci Usa

Technology
-168K
- 70.56%
$43.59 - $49.35 $7.34M - $8.31M
70.2K $3.45M
HUBS
Hubspot Inc

Technology
-14.3K
- 96.79%
$450.09 - $592.58 $6.43M - $8.46M
473 $251K
CDNS
Cadence Design Systems Inc

Technology
-27K
- 92.65%
$246.84 - $321.11 $6.66M - $8.66M
2.14K $580K
LMT
Lockheed Martin Corp

Industrials
-11.4K
- 96.66%
$460.3 - $584.56 $5.27M - $6.69M
395 $230K
PANW
Palo Alto Networks Inc

Technology
-19.5K
- 96.58%
$294.18 - $368.01 $5.73M - $7.17M
690 $235K
DCI
Donaldson CO Inc

Industrials
-83.7K
- 95.56%
$69.34 - $74.86 $5.81M - $6.27M
3.89K $286K
AAXJ
Ishares Msci All Country Asia

ETFs
-75.5K
- 92.21%
$68.09 - $79.71 $5.14M - $6.02M
6.38K $500K
HEI
Heico Corp

Industrials
-22K
- 95.7%
$220.59 - $267.96 $4.86M - $5.9M
990 $258K
NEE
Nextera Energy Inc

Utilities
-68.1K
- 94.76%
$69.9 - $84.97 $4.76M - $5.78M
3.76K $318K
MCD
Mcdonalds Corp

Consumer Cyclical
-18.2K
- 82.65%
$245.82 - $304.51 $4.48M - $5.55M
3.82K $1.16M
VUG
Vanguard Growth ETF

ETFs
-14.3K
- 89.7%
$341.08 - $391.94 $4.88M - $5.61M
1.64K $631K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-51.4K
- 95.71%
$89.91 - $101.33 $4.62M - $5.21M
2.3K $225K
IEFA
Ishares Tr

ETFs
-64K
- 91.08%
$70.09 - $78.74 $4.48M - $5.04M
6.26K $488K
ECL
Ecolab Inc.

Basic Materials
-19K
- 88.53%
$228.86 - $255.76 $4.34M - $4.85M
2.46K $627K
VIG
Vanguard Dividend Appreciation

ETFs
-24.7K
- 82.41%
$182.15 - $182.15 $4.51M - $4.51M
5.28K $962K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7.24K
- 88.07%
$531.86 - $624.21 $3.85M - $4.52M
981 $606K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6.87K
- 81.03%
$523.84 - $572.02 $3.6M - $3.93M
1.61K $916K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-42.8K
- 44.36%
$64.83 - $72.82 $2.78M - $3.12M
53.7K $3.87M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-6.39K
- 92.37%
$386.81 - $423.12 $2.47M - $2.7M
528 $223K
V
Visa Inc.

Financial Services
-9.2K
- 58.99%
$253.74 - $291.56 $2.34M - $2.68M
6.4K $1.76M
HON
Honeywell International Inc

Industrials
-11.5K
- 85.06%
$196.73 - $220.21 $2.25M - $2.52M
2.01K $415K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-20.8K
- 87.81%
$101.72 - $112.94 $2.11M - $2.34M
2.88K $325K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-8.25K
- 75.92%
$256.4 - $289.78 $2.12M - $2.39M
2.62K $742K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-33.1K
- 82.73%
$60.84 - $67.51 $2.02M - $2.24M
6.92K $467K
AMGN
Amgen Inc

Healthcare
-6.71K
- 75.97%
$309.38 - $337.38 $2.08M - $2.26M
2.12K $684K
Activity Summary
Buys All Purchases 101 New Holdings 0 Increased Positions 101 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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