Accredited Wealth Management, LLC New Holdings in Q1 2025

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Abbott Labs
239K
New
N/A
239K $23B
VEA
Vanguard Ftse Developed Market

ETFs
1.77K
New
$47.4 - $52.99 $83.7K - $93.5K
1.77K $89.7M
PGR
Progressive Corp

Financial Services
188
New
$235.61 - $291.22 $44.3K - $54.7K
188 $53.2M
SNPS
Synopsys Inc

Technology
122
New
$428.58 - $551.54 $52.3K - $67.3K
122 $52.3M
INTU
Intuit Inc

Technology
83
New
$555.63 - $630.23 $46.1K - $52.3K
83 $51M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
New
$1187.71 - $1432.58 $34.4K - $41.5K
29 $41.5M
SO
Southern CO

Utilities
390
New
$80.96 - $92.96 $31.6K - $36.3K
390 $35.9M
DHI
Horton D R Inc

Consumer Cyclical
271
New
$125.29 - $147.65 $34K - $40K
271 $34.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
193
New
$142.8 - $176.36 $27.6K - $34K
193 $33.3M
IYW
Ishares Dj Us Tech ETF

ETFs
237
New
$140.44 - $166.79 $33.3K - $39.5K
237 $33.3M
CARR
Carrier Global Corp

Industrials
443
New
$62.07 - $70.55 $27.5K - $31.3K
443 $28.1M
SCHW
Schwab Charles Corp

Financial Services
310
New
$71.24 - $83.64 $22.1K - $25.9K
310 $24.3M
RJF
Raymond James Financial Inc

Financial Services
149
New
$137.62 - $172.64 $20.5K - $25.7K
149 $20.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
200
New
$97.38 - $104.52 $19.5K - $20.9K
200 $20.5M
HEIA
Heico Crp Cl A
93
New
N/A
93 $19.6M
Brookfield Corp
371
New
N/A
371 $19.4M
PH
Parker Hannifin Corp

Industrials
30
New
$591.65 - $707.05 $17.7K - $21.2K
30 $18.2M
TDG
Trans Digm Group Inc

Industrials
13
New
$1251.32 - $1394.11 $16.3K - $18.1K
13 $18M
CPRT
Copart Inc

Consumer Cyclical
316
New
$52.3 - $59.83 $16.5K - $18.9K
316 $17.9M
SNA
Snap On Inc

Industrials
53
New
$324.09 - $358.62 $17.2K - $19K
53 $17.9M
CVX
Chevron Corp

Energy
100
New
$146.71 - $167.97 $14.7K - $16.8K
100 $16.7M
KKR
Kkr & Co. Inc.

Financial Services
140
New
$108.17 - $167.07 $15.1K - $23.4K
140 $16.2M
BRO
Brown & Brown, Inc.

Financial Services
124
New
$100.54 - $124.4 $12.5K - $15.4K
124 $15.4M
DRI
Darden Restaurants Inc

Consumer Cyclical
74
New
$180.02 - $208.56 $13.3K - $15.4K
74 $15.4M
NTRA
Natera, Inc.

Healthcare
100
New
$132.63 - $177.0 $13.3K - $17.7K
100 $14.1M
SAP
Sap Se

Technology
50
New
$241.4 - $293.69 $12.1K - $14.7K
50 $13.4M
CWST
Casella Waste Systems Inc

Industrials
120
New
$104.2 - $115.86 $12.5K - $13.9K
120 $13.4M
MAS
Masco Corp

Industrials
181
New
$68.67 - $81.85 $12.4K - $14.8K
181 $12.6M
OKE
Oneok Inc

Energy
113
New
$89.57 - $109.85 $10.1K - $12.4K
113 $11.2M
GATX
Gatx Corp

Industrials
71
New
$149.94 - $167.38 $10.6K - $11.9K
71 $11M
FLEX
Flex Ltd.

Technology
327
New
$32.92 - $44.46 $10.8K - $14.5K
327 $10.8M
TGRW
T Rowe Price Exchange Traded F

Technology
300
New
$35.73 - $41.58 $10.7K - $12.5K
300 $10.7M
DG
Dollar General Corp

Consumer Defensive
122
New
$68.44 - $87.93 $8.35K - $10.7K
122 $10.7M
RGA
Reinsurance Group Of America Inc

Financial Services
53
New
$186.01 - $231.1 $9.86K - $12.2K
53 $10.4M
DUK
Duke Energy Corp

Utilities
84
New
$105.87 - $121.97 $8.89K - $10.2K
84 $10.2M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
88
New
$96.27 - $116.36 $8.47K - $10.2K
88 $10.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
78
New
$115.79 - $154.66 $9.03K - $12.1K
78 $10.2M
HLNE
Hamilton Lane Inc

Financial Services
64
New
$137.87 - $170.18 $8.82K - $10.9K
64 $9.55M
Brookfield Infrastructure CO
228
New
N/A
228 $8.25M
TYL
Tyler Technologies Inc

Technology
14
New
$553.41 - $646.74 $7.75K - $9.05K
14 $8.14M
GKOS
Glaukos Corp

Healthcare
79
New
$96.6 - $161.22 $7.63K - $12.7K
79 $7.78M
CADE
Cadence Bank

Financial Services
250
New
$29.1 - $35.93 $7.28K - $8.98K
250 $7.66M
MLM
Martin Marietta Materials Inc

Basic Materials
16
New
$460.39 - $552.64 $7.37K - $8.84K
16 $7.65M
PEBO
Peoples Bancorp Inc

Financial Services
250
New
$29.2 - $33.78 $7.3K - $8.45K
250 $7.42M
KEY
Keycorp

Financial Services
456
New
$15.15 - $18.3 $6.91K - $8.34K
456 $7.29M
IT
Gartner Inc

Technology
17
New
$418.25 - $548.38 $7.11K - $9.32K
17 $7.14M
UPST
Upstart Holdings, Inc.

Financial Services
154
New
$46.03 - $88.77 $7.09K - $13.7K
154 $7.09M
EMN
Eastman Chemical CO

Basic Materials
78
New
$87.05 - $103.47 $6.79K - $8.07K
78 $6.94M
OCCI
Ofs Credit Company, Inc.

Financial Services
1K
New
$6.12 - $7.33 $6.12K - $7.33K
1K $6.12M
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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