Accredited Wealth Management, LLC Incresed Positions in Q1 2025

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FSK
Fs Kkr Capital Corp

Financial Services
50
+ 10.0%
$20.47 - $24.06 $1.02K - $1.2K
550 $11.6M
QCOM
Qualcomm Inc

Technology
1
+ 0.1%
$151.94 - $175.86 $152 - $176
984 $151M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.38%
$49.78 - $53.19 $49.8 - $53.2
262 $13.4M
IP
International Paper CO

Consumer Cyclical
2
+ 0.91%
$49.38 - $60.09 $98.8 - $120
222 $11.8M
MAIN
Main Street Capital Corp

Financial Services
2
+ 1.33%
$54.71 - $63.1 $109 - $126
152 $8.59M
KHC
Kraft Heinz CO

Consumer Defensive
5
+ 0.19%
$28.51 - $32.22 $143 - $161
2.62K $79.6M
MUB
Ishares National Muni Bond ETF

ETFs
2
+ 0.21%
$104.71 - $107.69 $209 - $215
939 $99M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 5.81%
$522.96 - $601.18 $4.71K - $5.41K
164 $87.7M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 2.44%
$161.27 - $192.3 $161 - $192
42 $6.7M
GIS
General Mills Inc

Consumer Defensive
1
+ 0.27%
$57.56 - $65.3 $57.6 - $65.3
368 $22M
SYY
Sysco Corp

Consumer Defensive
1
+ 0.07%
$70.0 - $77.13 $70 - $77.1
1.42K $107M
PFE
Pfizer Inc

Healthcare
11
+ 0.21%
$25.01 - $27.13 $275 - $298
5.16K $131M
DEO
Diageo PLC

Consumer Defensive
25
+ 3.43%
$104.79 - $126.12 $2.62K - $3.15K
753 $80.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.11%
$24.91 - $29.02 $149 - $174
5.64K $141M
EMR
Emerson Electric CO

Industrials
2
+ 0.12%
$108.64 - $131.17 $217 - $262
1.68K $184M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.19K
+ 5.76%
$58.81 - $68.2 $70.1K - $81.3K
21.9K $1.31B
GOOG
Alphabet Inc.

Communication Services
105
+ 4.5%
$156.06 - $207.71 $16.4K - $21.8K
2.44K $381M
GOOGL
Alphabet Inc.

Communication Services
3
+ 0.11%
$154.33 - $206.19 $463 - $619
2.75K $426M
ORCL
Oracle Corp

Technology
47
+ 1.04%
$139.81 - $186.47 $6.57K - $8.76K
4.57K $638M
MSFT
Microsoft Corp

Technology
281
+ 5.35%
$375.39 - $447.2 $105K - $126K
5.53K $2.08B
VXF
Vanguard Extended Market ETF

ETFs
810
+ 3.81%
$170.36 - $201.04 $138K - $163K
22.1K $3.8B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.67K
+ 1.99%
N/A
85.7K $7.55B
Activity Summary
Buys All Purchases 138 New Holdings 65 Increased Positions 73 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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