Accredited Investors Inc. has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.68 Billion distributed in 236 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 $164M, Ishares Core S&P Mid Cap ETF with a value of $143M, Schwab Strategic Tr Us Broad M with a value of $108M, United Parcel Service Inc with a value of $107M, and Ishares Core S&P Sm Cap ETF with a value of $90.8M.

Examining the 13F form we can see an decrease of $2.26B in the current position value, from $3.94B to 1.68B.

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

Portfolio value $1.68 Billion
ETFs: $1.22 Billion
Industrials: $147 Million
Technology: $89.2 Million
Communication Services: $63.9 Million
Consumer Cyclical: $61.9 Million
Financial Services: $44.7 Million
Healthcare: $22.8 Million
Consumer Defensive: $20.6 Million
Other: $8.46 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 236
  • Current Value $1.68 Billion
  • Prior Value $3.94 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR/A
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 stocks
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