Accredited Investors Inc. Portfolio Holdings
Accredited Investors Inc.
- $1.61 Billion
- Q1 2025
Accredited Investors Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.61 Billion distributed in 238 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 $173M, Ishares Core S&P Mid Cap ETF with a value of $156M, Schwab Strategic Tr Us Broad M with a value of $105M, United Parcel Service Inc with a value of $86.3M, and Ishares Core S&P Sm Cap ETF with a value of $81.2M.
Examining the 13F form we can see an decrease of $41.5M in the current position value, from $1.65B to 1.61B.
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 238
- Current Value $1.61 Billion
- Prior Value $1.65 Billion
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 17 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks