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
TMO
Thermo Fisher Scientific Inc.

Healthcare
-33
- 3.44%
$497.6 - $606.74 $16.4K - $20K
925 $460K
PG
Procter & Gamble CO

Consumer Defensive
-390
- 3.51%
$158.56 - $176.26 $61.8K - $68.7K
10.7K $1.82M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.1%
$476.63 - $610.45 $477 - $610
1.04K $514K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-230
- 10.71%
$126.11 - $135.06 $29K - $31.1K
1.92K $247K
BA
Boeing CO

Industrials
-85
- 5.34%
$148.15 - $186.25 $12.6K - $15.8K
1.51K $256K
PANW
Palo Alto Networks Inc

Technology
-6
- 0.35%
$167.82 - $208.28 $1.01K - $1.25K
1.69K $288K
KMI
Kinder Morgan, Inc.

Energy
-630
- 6.83%
$26.1 - $31.22 $16.4K - $19.7K
8.6K $245K
NEE
Nextera Energy Inc

Utilities
-57
- 1.52%
$66.96 - $76.16 $3.82K - $4.34K
3.71K $262K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-189
- 1.92%
$39.96 - $43.3 $7.55K - $8.18K
9.64K $397K
Ge Vernova Inc
-92
- 4.68%
N/A
1.88K $0
IBM
International Business Machines Corp

Technology
-436
- 10.89%
$217.4 - $264.74 $94.8K - $115K
3.57K $887K
EBAY
Ebay Inc

Consumer Cyclical
-3
- 0.09%
$61.61 - $70.93 $185 - $213
3.35K $226K
PLTR
Palantir Technologies Inc.

Technology
-69
- 2.36%
$64.98 - $124.62 $4.48K - $8.6K
2.85K $240K
JPM
Jpmorgan Chase & CO

Financial Services
-391
- 1.86%
$225.19 - $279.95 $88K - $109K
20.6K $5.05M
INTC
Intel Corp

Technology
-300
- 2.22%
$19.1 - $27.39 $5.73K - $8.22K
13.2K $300K
NFLX
Netflix Inc

Communication Services
-6
- 0.7%
$828.4 - $1058.6 $4.97K - $6.35K
853 $795K
RTX
Raytheon Technologies Corp

Industrials
-100
- 3.46%
$114.1 - $135.66 $11.4K - $13.6K
2.79K $369K
ELV
Elevance Health, Inc.

Healthcare
-101
- 8.16%
$365.9 - $436.25 $37K - $44.1K
1.14K $494K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-131
- 0.44%
$58.01 - $64.46 $7.6K - $8.44K
29.8K $1.85M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-2.78K
- 4.27%
$75.32 - $84.77 $209K - $235K
62.3K $5.09M
PM
Philip Morris International Inc.

Consumer Defensive
-69
- 1.41%
$117.15 - $158.79 $8.08K - $11K
4.83K $767K
ABBV
Abb Vie Inc.

Healthcare
-33
- 0.41%
$169.2 - $216.66 $5.58K - $7.15K
8.06K $1.69M
ABT
Abbott Laboratories

Healthcare
-135
- 0.94%
$111.1 - $140.22 $15K - $18.9K
14.2K $1.88M
MMM
3 M CO

Industrials
-68
- 0.24%
$129.7 - $155.12 $8.82K - $10.5K
28.6K $4.2M
EFV
Msci Eafe Value ETF

ETFs
-2.01K
- 0.79%
$51.88 - $60.73 $104K - $122K
252K $14.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.32K
- 4.01%
$442.66 - $534.52 $1.03M - $1.24M
55.5K $29.5M
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
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