Accredited Wealth Management, LLC Incresed Positions in Q2 2025

Accredited Wealth Management, LLC

  • $123 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
11.1K
+ 17.17%
$58.32 - $58.95 $645K - $652K
75.5K $4.44B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.35K
+ 6.89%
$44.68 - $45.96 $373K - $384K
129K $5.94B
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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.9K
+ 23.91%
$100.04 - $100.54 $190K - $191K
9.85K $990M
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
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
TSLA
Tesla, Inc.

Consumer Cyclical
105
+ 24.82%
$221.86 - $362.89 $23.3K - $38.1K
528 $168M
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
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15
+ 0.72%
$57.46 - $75.58 $862 - $1.13K
2.09K $158M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24
+ 0.26%
$17.76 - $22.1 $426 - $530
9.43K $208M
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
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
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2
+ 0.12%
$65.84 - $80.81 $132 - $162
1.71K $137M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.09%
$81.79 - $99.98 $81.8 - $100
1.1K $107M
EEM
Ishares Msci Emerging Markets

ETFs
175
+ 57.0%
$38.52 - $48.28 $6.74K - $8.45K
482 $23.3M
MRNA
Moderna, Inc.

Healthcare
300
+ 150.0%
$23.65 - $28.54 $7.1K - $8.56K
500 $13.8M
LKQ
Lkq Corp

Consumer Cyclical
200
+ 266.67%
$36.86 - $43.38 $7.37K - $8.68K
275 $10.2M
V
Visa Inc.

Financial Services
5
+ 0.52%
$308.27 - $373.31 $1.54K - $1.87K
968 $344M
PFE
Pfizer Inc

Healthcare
461
+ 8.94%
$21.59 - $24.84 $9.95K - $11.5K
5.62K $136M
CRSP
Crispr Therapeutics Ag

Healthcare
50
+ 50.0%
$31.27 - $48.64 $1.56K - $2.43K
150 $7.3M
DEO
Diageo PLC

Consumer Defensive
80
+ 10.62%
$99.86 - $115.75 $7.99K - $9.26K
833 $84M
CADE
Cadence Bank

Financial Services
100
+ 40.0%
$26.42 - $32.41 $2.64K - $3.24K
350 $11.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
25
+ 113.64%
$160.0 - $195.62 $4K - $4.89K
47 $7.65M
FENY
Fidelity Covington Tr Msci Ene

ETFs
411
+ 14.03%
$20.83 - $25.75 $8.56K - $10.6K
3.34K $78.4M
PEBO
Peoples Bancorp Inc

Financial Services
100
+ 40.0%
$26.85 - $31.02 $2.69K - $3.1K
350 $10.7M
WST
West Pharmaceutical Services Inc

Healthcare
15
+ 60.0%
$190.39 - $227.7 $2.86K - $3.42K
40 $8.75M
MPC
Marathon Petroleum Corp

Energy
1
+ 0.98%
$118.55 - $170.08 $119 - $170
103 $17M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.07%
$68.0 - $75.91 $68 - $75.9
1.42K $108M
CSGS
Csg Systems International Inc

Technology
1
+ 0.78%
$56.51 - $66.33 $56.5 - $66.3
129 $8.44M
MAIN
Main Street Capital Corp

Financial Services
2
+ 1.32%
$49.15 - $59.32 $98.3 - $119
154 $9.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.38%
$45.11 - $52.34 $45.1 - $52.3
263 $13.8M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2
+ 0.05%
$22.68 - $23.28 $45.4 - $46.6
4.29K $99.7M
FE
Firstenergy Corp

Utilities
2
+ 0.6%
$38.31 - $43.17 $76.6 - $86.3
337 $13.6M
SBUX
Starbucks Corp

Consumer Cyclical
2
+ 2.5%
$79.69 - $99.41 $159 - $199
82 $7.51M
K
Kellogg CO

Consumer Defensive
2
+ 0.45%
$77.85 - $82.88 $156 - $166
451 $35.9M
CAG
Conagra Brands Inc.

Consumer Defensive
3
+ 1.33%
$20.4 - $26.78 $61.2 - $80.3
228 $4.68M
IP
International Paper CO

Consumer Cyclical
2
+ 0.9%
$43.89 - $54.46 $87.8 - $109
224 $10.5M
GIS
General Mills Inc

Consumer Defensive
26
+ 7.07%
$50.37 - $60.97 $1.31K - $1.59K
394 $20.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
406
+ 1400.0%
$87.84 - $1441.89 $35.7K - $585K
435 $39.2M
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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