Accredited Wealth Management, LLC Purchases in Q2 2025

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
138K
New
$81.38 - $100.82 $11.2M - $13.9M
138K $13.9B
AVDE
American Centy ETF Tr Avantis

ETFs
37.4K
New
$59.32 - $74.36 $2.22M - $2.78M
37.4K $2.77B
AAPL
Apple Inc.

Technology
8.27K
New
$172.42 - $223.89 $1.43M - $1.85M
8.27K $1.7B
BAC
Bank Of America Corp

Financial Services
22.7K
New
$34.39 - $47.46 $779K - $1.08M
22.7K $1.07B
ADP
Automatic Data Processing Inc

Industrials
3.02K
New
$276.76 - $326.81 $836K - $988K
3.02K $937M
AMGN
Amgen Inc

Healthcare
3.25K
New
$262.28 - $309.85 $852K - $1.01M
3.25K $907M
AMZN
Amazon Com Inc

Consumer Cyclical
4K
New
$167.32 - $223.3 $668K - $892K
4K $876M
VGSH
Vanguard

ETFs
11.1K
+ 17.17%
$58.32 - $58.95 $645K - $652K
75.5K $4.44B
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
22.5K
New
$19.55 - $21.78 $439K - $489K
22.5K $467M
AVES
American Centy ETF Tr Avantis

ETFs
8.59K
New
$42.02 - $53.63 $361K - $460K
8.59K $460M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
717
New
$483.48 - $539.8 $347K - $387K
717 $348M
VIG
Vanguard Dividend Appreciation

ETFs
208
+ 0.83%
N/A
25.2K $5.19B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.9K
+ 15600.0%
$69.8 - $85.28 $272K - $333K
3.93K $326M
BOND
Pimco Active Bond Exchange Tra

ETFs
3.57K
+ 14.76%
$89.87 - $92.93 $321K - $332K
27.8K $2.56B
VO
Vanguard Mid Cap ETF

ETFs
310
+ 3.13%
$228.54 - $279.83 $70.8K - $86.7K
10.2K $2.87B
TGT
Target Corp

Consumer Defensive
2.83K
New
$88.76 - $105.77 $251K - $300K
2.83K $279M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.9K
+ 23.91%
$100.04 - $100.54 $190K - $191K
9.85K $990M
RTX
Raytheon Technologies Corp

Industrials
1.12K
New
$113.75 - $148.48 $127K - $166K
1.12K $164M
QQQ
Invesco Qqq Trust, Series 1

ETFs
257
New
$416.06 - $551.64 $107K - $142K
257 $142M
HSY
Hershey CO

Consumer Defensive
740
+ 9250.0%
$151.29 - $173.13 $112K - $128K
748 $124M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.5K
+ 15.05%
$45.12 - $46.23 $113K - $116K
19.1K $884M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.3K
+ 19.59%
$51.16 - $62.02 $66.5K - $80.6K
7.94K $492M
DFAS
Dimensional ETF Tr U S Small C

ETFs
250
+ 1.14%
$52.31 - $63.72 $13.1K - $15.9K
22.1K $1.41B
ABT
Abbott Laboratories

Healthcare
660
New
$123.95 - $138.08 $81.8K - $91.1K
660 $89.8M
AVSC
American Centy ETF Tr Avantis
1.62K
New
$42.39 - $51.76 $68.5K - $83.6K
1.62K $83.3M
AXP
American Express CO

Financial Services
258
New
$231.39 - $318.98 $59.7K - $82.3K
258 $82.4M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
800
+ 16.96%
$94.78 - $95.97 $75.8K - $76.8K
5.52K $529M
EFA
Ishares Tr Msci Eafe ETF

ETFs
770
+ 557.97%
$72.96 - $90.39 $56.2K - $69.6K
908 $81.2M
BA
Boeing CO

Industrials
313
New
$136.59 - $217.51 $42.8K - $68.1K
313 $65.6M
TSLA
Tesla, Inc.

Consumer Cyclical
105
+ 24.82%
$221.86 - $362.89 $23.3K - $38.1K
528 $168M
AVAV
Aero Vironment Inc

Industrials
200
New
$111.65 - $284.95 $22.3K - $57K
200 $57M
AVDV
American Centy ETF Tr Avantis

ETFs
608
New
$61.76 - $79.32 $37.6K - $48.2K
608 $48.2M
PEP
Pepsico Inc

Consumer Defensive
547
+ 35.04%
$128.02 - $151.37 $70K - $82.8K
2.11K $278M
SUB
Ishares Short Term National Mu

ETFs
325
+ 18.52%
$104.77 - $106.34 $34.1K - $34.6K
2.08K $221M
AMD
Advanced Micro Devices Inc

Technology
200
New
$78.21 - $143.81 $15.6K - $28.8K
200 $28.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15
+ 0.72%
$57.46 - $75.58 $862 - $1.13K
2.09K $158M
ADSK
Autodesk, Inc.

Technology
87
New
N/A
87 $26.9M
BAX
Baxter International Inc

Healthcare
805
New
$27.8 - $34.02 $22.4K - $27.4K
805 $24.5M
MRVL
Marvell Technology, Inc.

Technology
300
New
$49.38 - $79.97 $14.8K - $24K
300 $23.2M
AVUV
American Centy ETF Tr Avantis

ETFs
250
New
$75.17 - $91.21 $18.8K - $22.8K
250 $22.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24
+ 0.26%
$17.76 - $22.1 $426 - $530
9.43K $208M
ELV
Elevance Health, Inc.

Healthcare
57
New
$372.27 - $452.69 $21.2K - $25.8K
57 $22.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.4K
+ 5.82%
$24.32 - $27.87 $351K - $402K
262K $6.95B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
200
+ 100.0%
$90.85 - $102.31 $18.2K - $20.5K
400 $40.5M
BDX
Becton Dickinson & CO

Healthcare
90
New
$165.15 - $226.42 $14.9K - $20.4K
90 $15.5M
PALL
Abrdn Palladium ETF Trust

ETFs
150
New
$82.97 - $103.91 $12.4K - $15.6K
150 $15.1M
FSK
Fs Kkr Capital Corp

Financial Services
700
+ 127.27%
$17.95 - $21.5 $12.6K - $15.1K
1.25K $26M
CLX
Clorox CO

Consumer Defensive
126
+ 466.67%
$118.01 - $148.69 $14.9K - $18.7K
153 $18.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
500
+ 25000.0%
$22.92 - $28.05 $11.5K - $14K
502 $14.1M
Activity Summary
Buys All Purchases 100 New Holdings 46 Increased Positions 54 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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