Accredited Wealth Management, LLC New Holdings 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
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
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
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
BA
Boeing CO

Industrials
313
New
$136.59 - $217.51 $42.8K - $68.1K
313 $65.6M
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
AMD
Advanced Micro Devices Inc

Technology
200
New
$78.21 - $143.81 $15.6K - $28.8K
200 $28.4M
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
ELV
Elevance Health, Inc.

Healthcare
57
New
$372.27 - $452.69 $21.2K - $25.8K
57 $22.2M
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
WRB
Berkley W R Corp

Financial Services
160
New
$64.28 - $75.17 $10.3K - $12K
160 $11.8M
AVEM
American Centy ETF Tr Avantis

ETFs
171
New
$53.08 - $68.54 $9.08K - $11.7K
171 $11.7M
BLOK
Amplify ETF Tr Trnsformational

ETFs
200
New
$32.56 - $57.11 $6.51K - $11.4K
200 $11.4M
BK
Bank Of New York Mellon Corp

Financial Services
106
New
$73.31 - $91.62 $7.77K - $9.71K
106 $9.66M
American Centy ETF Tr
137
New
N/A
137 $9.07M
AIG
American International Group, Inc.

Financial Services
106
New
$77.56 - $87.72 $8.22K - $9.3K
106 $9.07M
Blackrock ETF Trust Ii
160
New
N/A
160 $8.46M
GLDM
World Gold Trust

ETFs
125
New
$58.96 - $67.97 $7.37K - $8.5K
125 $8.19M
CPB
Campbell Soup CO

Consumer Defensive
200
New
$30.65 - $39.9 $6.13K - $7.98K
200 $6.13M
TRV
Travelers Companies, Inc.

Financial Services
19
New
$233.83 - $276.34 $4.44K - $5.25K
19 $5.08M
Grayscale Bitcoin Mini Tr Et
100
New
N/A
100 $4.78M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
201
New
N/A
201 $4.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
New
$248.61 - $294.96 $3.98K - $4.72K
16 $4.53M
TXT
Textron Inc

Industrials
50
New
$60.72 - $80.34 $3.04K - $4.02K
50 $4.02M
PDN
Invesco Fd Tr

ETFs
80
New
$30.37 - $38.92 $2.43K - $3.11K
80 $3.11M
ABNB
Airbnb, Inc.

Consumer Cyclical
20
New
$105.69 - $140.64 $2.11K - $2.81K
20 $2.65M
JOBY
Joby Aviation, Inc.

Industrials
35
New
$5.33 - $10.55 $187 - $369
35 $370K
ACHR
Archer Aviation Inc.

Industrials
25
New
$6.2 - $13.3 $155 - $333
25 $272K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1
New
$55.5 - $69.0 $55.5 - $69
1 $69K
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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