Accredited Investors Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.55 Billion distributed in 220 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $138M, Ishares Core S&P Mid Cap ETF with a value of $135M, United Parcel Service Inc with a value of $107M, Schwab Strategic Tr Us Broad M with a value of $101M, and Ishares Core S&P Sm Cap ETF with a value of $81.8M.

Examining the 13F form we can see an increase of $46.8M in the current position value, from $1.5B to 1.55B.

Below you can find more details about Accredited Investors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.55 Billion
ETFs: $1.11 Billion
Industrials: $140 Million
Technology: $81.3 Million
Consumer Cyclical: $61.8 Million
Communication Services: $58.9 Million
Financial Services: $34.1 Million
Healthcare: $21.1 Million
Consumer Defensive: $19.7 Million
Other: $6.88 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 220
  • Current Value $1.55 Billion
  • Prior Value $1.5 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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