Accredited Investors Inc. Portfolio Holdings
Accredited Investors Inc.
- $1.68 Billion
- Q3 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
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