Accredited Investors Inc. Reduced Holdings in Q2 2025

Accredited Investors Inc.

  • $1.69 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-631K
- 23.6%
$51.16 - $62.02 $32.3M - $39.1M
2.04M $127M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-101K
- 12.99%
$90.56 - $109.49 $9.14M - $11.1M
676K $73.9M
UPS
United Parcel Service Inc

Industrials
-721
- 0.09%
$91.92 - $110.2 $66.3K - $79.5K
784K $79.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 1.25%
$725400.0 - $809350.0 $725K - $809K
79 $57.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4.02K
- 7.24%
$483.48 - $539.8 $1.94M - $2.17M
51.5K $25M
AAPL
Apple Inc.

Technology
-2.64K
- 1.15%
$172.42 - $223.89 $456K - $592K
228K $46.7M
RBLX
Roblox Corp

Communication Services
-451K
- 47.13%
$51.22 - $105.59 $23.1M - $47.6M
506K $53.2M
GIS
General Mills Inc

Consumer Defensive
-2.05K
- 1.71%
$50.37 - $60.97 $103K - $125K
118K $6.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-38.5K
- 4.65%
$45.11 - $52.34 $1.74M - $2.01M
788K $41.3M
IWS
Ishares Russell Midcap Value E

ETFs
-7.09K
- 9.55%
$110.58 - $132.14 $784K - $937K
67.1K $8.87M
XOM
Exxon Mobil Corp

Energy
-841
- 4.77%
$99.93 - $119.04 $84K - $100K
16.8K $1.81M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-6.36K
- 18.6%
$91.62 - $116.16 $583K - $739K
27.8K $3.23M
FNDA
Schwab Fundamental U S Small C

ETFs
-46.2K
- 5.45%
$23.85 - $28.69 $1.1M - $1.32M
800K $22.9M
ABBV
Abb Vie Inc.

Healthcare
-70
- 0.87%
$170.16 - $206.27 $11.9K - $14.4K
7.99K $1.48M
MRK
Merck & Co., Inc.

Healthcare
-972
- 8.99%
$73.47 - $87.12 $71.4K - $84.7K
9.84K $778K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-29.3K
- 8.31%
$33.46 - $41.33 $979K - $1.21M
323K $13.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.56K
- 4.97%
$96.84 - $99.46 $151K - $155K
29.7K $2.95M
CVX
Chevron Corp

Energy
-107
- 2.02%
$133.73 - $168.51 $14.3K - $18K
5.18K $741K
TGT
Target Corp

Consumer Defensive
-901
- 9.9%
$88.76 - $105.77 $80K - $95.3K
8.2K $808K
COST
Costco Wholesale Corp

Consumer Defensive
-251
- 9.39%
$908.13 - $1056.85 $228K - $265K
2.42K $2.4M
ELV
Elevance Health, Inc.

Healthcare
-183
- 16.11%
$372.27 - $452.69 $68.1K - $82.8K
953 $370K
JNJ
Johnson & Johnson

Healthcare
-24
- 0.28%
$146.36 - $159.82 $3.51K - $3.84K
8.49K $1.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-7
- 0.76%
$390.26 - $489.06 $2.73K - $3.42K
918 $372K
CAT
Caterpillar Inc

Industrials
-571
- 24.96%
$273.94 - $388.21 $156K - $222K
1.72K $666K
ACN
Accenture PLC

Technology
-19
- 0.34%
$279.23 - $323.21 $5.31K - $6.14K
5.52K $1.65M
MDT
Medtronic PLC

Healthcare
-482
- 4.03%
$80.68 - $88.86 $38.9K - $42.8K
11.5K $1M
HRL
Hormel Foods Corp

Consumer Defensive
-2.09K
- 15.11%
$29.11 - $31.44 $60.8K - $65.6K
11.7K $354K
AMGN
Amgen Inc

Healthcare
-1
- 0.05%
$262.28 - $309.85 $262 - $310
2.16K $603K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-72
- 2.5%
$99.37 - $134.05 $7.15K - $9.65K
2.81K $318K
UMBF
Umb Financial Corp

Financial Services
-982
- 8.99%
$86.4 - $107.99 $84.8K - $106K
9.94K $1.05M
VBR
Vanguard Small Cap Value ETF

ETFs
-348
- 16.45%
$162.76 - $195.77 $56.6K - $68.1K
1.77K $344K
VIG
Vanguard Dividend Appreciation

ETFs
-249
- 4.61%
N/A
5.15K $938K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
-903
- 10.76%
$48.45 - $58.65 $43.8K - $53K
7.49K $432K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.01K
- 23.56%
$57.41 - $74.81 $58K - $75.6K
3.28K $243K
MO
Altria Group, Inc.

Consumer Defensive
-349
- 4.01%
$55.56 - $60.91 $19.4K - $21.3K
8.36K $490K
TNC
Tennant CO

Industrials
-4
- 0.03%
$68.18 - $81.07 $273 - $324
13.6K $1.05M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-500
- 6.3%
$67.03 - $80.35 $33.5K - $40.2K
7.44K $593K
MUB
Ishares National Muni Bond ETF

ETFs
-196
- 2.56%
$102.31 - $105.8 $20.1K - $20.7K
7.47K $780K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.05K
- 17.14%
$17.76 - $22.1 $54.1K - $67.3K
14.7K $325K
GRAB
Grab Holdings LTD

Technology
-10K
- 18.27%
$3.48 - $5.25 $34.8K - $52.5K
44.7K $225K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-314
- 3.98%
$51.14 - $57.0 $16.1K - $17.9K
7.58K $430K
BK
Bank Of New York Mellon Corp

Financial Services
-500
- 13.04%
$73.31 - $91.62 $36.7K - $45.8K
3.34K $303K
HUBS
Hubspot Inc

Technology
-12
- 1.97%
$487.07 - $672.24 $5.84K - $8.07K
598 $332K
UNP
Union Pacific Corp

Industrials
-15
- 1.66%
$208.27 - $238.46 $3.12K - $3.58K
888 $204K
PANW
Palo Alto Networks Inc

Technology
-305
- 18.04%
$152.44 - $204.64 $46.5K - $62.4K
1.39K $283K
INTC
Intel Corp

Technology
-10
- 0.08%
$18.13 - $22.69 $181 - $227
13.2K $296K
Ge Vernova Inc
-14
- 0.75%
N/A
1.86K $0
Sow Good Inc
-43.2K
- 17.17%
N/A
208K $0
XLF
Financial Sector Spdr

ETFs
-265
- 3.99%
$43.92 - $52.37 $11.6K - $13.9K
6.38K $334K
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
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