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 Market Cap. of $10 Billions to $200 Billions