Accredited Investors Inc. Reduced Holdings in Q1 2025

Accredited Investors Inc.

  • $1.61 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
-395K
- 71.21%
$56.51 - $62.98 $22.3M - $24.9M
160K $9.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-34.5K
- 11.9%
$190.26 - $242.06 $6.57M - $8.36M
255K $48.6M
UPS
United Parcel Service Inc

Industrials
-328
- 0.04%
$109.66 - $136.26 $36K - $44.7K
784K $86.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.48K
- 0.2%
$57.21 - $65.8 $313K - $360K
2.67M $156M
VGLT
Vanguard Long Term Treasury Et

ETFs
-175K
- 97.71%
$53.99 - $58.43 $9.44M - $10.2M
4.1K $236K
AAPL
Apple Inc.

Technology
-9.94K
- 4.14%
$209.68 - $247.1 $2.08M - $2.46M
230K $51.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-135K
- 17.41%
$74.85 - $84.89 $10.1M - $11.5M
642K $52.5M
IWM
Ishares Russell 2000 ETF

ETFs
-5.65K
- 2.38%
$198.1 - $229.79 $1.12M - $1.3M
231K $46.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-545
- 0.57%
$360.07 - $417.26 $196K - $227K
95.4K $34.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-710
- 0.55%
$554.06 - $615.85 $393K - $437K
128K $72.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-6K
- 2.68%
$114.9 - $139.6 $689K - $837K
217K $25.5M
NVDA
Nvidia Corp

Technology
-572
- 0.8%
$106.98 - $149.43 $61.2K - $85.5K
71.2K $7.72M
RBLX
Roblox Corp

Communication Services
-40K
- 4.01%
$53.77 - $75.47 $2.15M - $3.02M
957K $55.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-19K
- 37.82%
$95.85 - $99.25 $1.82M - $1.89M
31.3K $3.09M
MSFT
Microsoft Corp

Technology
-117
- 0.31%
$375.39 - $447.2 $43.9K - $52.3K
37.5K $14.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-20.2K
- 2.39%
$49.78 - $53.19 $1.01M - $1.07M
827K $42.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-372
- 5.45%
$222.15 - $428.22 $82.6K - $159K
6.46K $1.67M
IWS
Ishares Russell Midcap Value E

ETFs
-5.97K
- 7.44%
$122.59 - $135.24 $731K - $807K
74.2K $9.35M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-6.4K
- 3.18%
$37.35 - $43.35 $239K - $277K
195K $7.38M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-734
- 3.42%
$307.43 - $357.48 $226K - $262K
20.7K $6.4M
VT
Vanguard Total World Stk Index

ETFs
-5.29K
- 2.4%
$115.08 - $123.97 $608K - $655K
215K $25M
GOOGL
Alphabet Inc.

Communication Services
-1.48K
- 9.09%
$154.33 - $206.19 $228K - $305K
14.8K $2.29M
VTI
Vanguard Total Stock Market Et

ETFs
-574
- 2.08%
$271.18 - $303.12 $156K - $174K
27K $7.43M
GIS
General Mills Inc

Consumer Defensive
-747
- 0.62%
$57.56 - $65.3 $43K - $48.8K
120K $7.17M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.75K
- 4.87%
$101.98 - $115.66 $179K - $203K
34.2K $3.5M
USB
Us Bancorp \De\

Financial Services
-2.1K
- 3.17%
$40.92 - $50.9 $85.8K - $107K
64.1K $2.71M
TCMD
Tactile Systems Technology Inc

Healthcare
-100
- 0.09%
$13.07 - $18.01 $1.31K - $1.8K
115K $1.52M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-235
- 0.39%
$113.22 - $126.36 $26.6K - $29.7K
59.7K $6.86M
SPSC
Sps Commerce Inc

Technology
-6
- 0.08%
$123.05 - $197.4 $738 - $1.18K
7.92K $1.05M
ORCL
Oracle Corp

Technology
-124
- 1.14%
$139.81 - $186.47 $17.3K - $23.1K
10.7K $1.5M
ACN
Accenture PLC

Technology
-42
- 0.75%
$300.91 - $398.25 $12.6K - $16.7K
5.54K $1.73M
MRK
Merck & Co., Inc.

Healthcare
-958
- 8.14%
$83.01 - $101.02 $79.5K - $96.8K
10.8K $970K
AVGO
Broadcom Inc.

Technology
-87
- 3.35%
$167.43 - $244.7 $14.6K - $21.3K
2.51K $420K
WFC
Wells Fargo & Company

Financial Services
-2.85K
- 16.33%
$66.78 - $81.42 $190K - $232K
14.6K $1.05M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-466
- 2.69%
$120.29 - $134.6 $56.1K - $62.7K
16.9K $2.06M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-2.38K
- 40.17%
$60.05 - $72.21 $143K - $172K
3.54K $222K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.05K
- 36.59%
$49.25 - $50.66 $150K - $154K
5.28K $262K
SOXX
Ishares Semiconductor ETF

ETFs
-349
- 14.76%
$188.17 - $235.81 $65.7K - $82.3K
2.02K $379K
AAXJ
Ishares Msci All Country Asia

ETFs
-1.82K
- 30.16%
$69.59 - $77.09 $127K - $140K
4.21K $311K
VV
Vanguard Large Cap ETF

ETFs
-395
- 31.35%
$253.32 - $282.66 $100K - $112K
865 $222K
CDNS
Cadence Design Systems Inc

Technology
-30
- 1.38%
$233.96 - $324.52 $7.02K - $9.74K
2.15K $545K
DIS
Walt Disney CO

Communication Services
-89
- 1.18%
$96.87 - $114.0 $8.62K - $10.1K
7.47K $736K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-80
- 1.83%
$65.15 - $91.81 $5.21K - $7.34K
4.29K $280K
CRM
Salesforce, Inc.

Technology
-25
- 2.04%
$268.36 - $359.95 $6.71K - $9K
1.2K $322K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10
- 0.38%
$254.58 - $302.92 $2.55K - $3.03K
2.61K $665K
WMT
Walmart Inc.

Consumer Defensive
-525
- 3.53%
$84.5 - $105.05 $44.4K - $55.2K
14.4K $1.26M
SHOP
Shopify Inc.

Technology
-66
- 1.03%
$90.59 - $129.31 $5.98K - $8.53K
6.36K $606K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-66
- 0.82%
$77.33 - $90.16 $5.1K - $5.95K
7.94K $622K
IVW
Ishares S&P 500 Growth ETF

ETFs
-48
- 1.02%
$92.45 - $106.69 $4.44K - $5.12K
4.64K $430K
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
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