Accredited Wealth Management, LLC New Holdings in Q4 2024

Accredited Wealth Management, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
133K
New
$94.36 - $102.06 $12.5M - $13.5M
133K $12.8B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
84.1K
New
N/A
84.1K $7.8B
IXUS
Ishares Tr

ETFs
113K
New
$65.95 - $72.56 $7.43M - $8.18M
113K $7.45B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
231K
New
$26.93 - $84.95 $6.23M - $19.6M
231K $6.32B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
106K
New
$44.87 - $46.86 $4.75M - $4.96M
106K $4.77B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
55.9K
New
$79.93 - $88.06 $4.47M - $4.93M
55.9K $4.48B
VIG
Vanguard Dividend Appreciation

ETFs
22.8K
New
N/A
22.8K $4.46B
VXF
Vanguard Extended Market ETF

ETFs
21.3K
New
$179.17 - $207.15 $3.81M - $4.4M
21.3K $4.04B
2023 ETF Series Trust Ii
96.7K
New
N/A
96.7K $3.09B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
38.4K
New
$77.02 - $78.58 $2.96M - $3.02M
38.4K $2.97B
AAPL
Apple Inc.

Technology
9.53K
New
$221.69 - $259.02 $2.11M - $2.47M
9.53K $2.39B
VO
Vanguard Mid Cap ETF

ETFs
8.63K
New
$261.5 - $284.63 $2.26M - $2.46M
8.63K $2.28B
MSFT
Microsoft Corp

Technology
5.25K
New
$406.35 - $454.46 $2.13M - $2.39M
5.25K $2.21B
AVDE
American Centy ETF Tr Avantis

ETFs
35.7K
New
$60.9 - $66.69 $2.18M - $2.38M
35.7K $2.19B
BOND
Pimco Active Bond Exchange Tra

ETFs
20.9K
New
$90.42 - $94.5 $1.89M - $1.97M
20.9K $1.89B
VTI
Vanguard Total Stock Market Et

ETFs
6.51K
New
$280.04 - $302.45 $1.82M - $1.97M
6.51K $1.89B
BND
Vanguard Bd Index Fd Inc Total

ETFs
23.9K
New
$71.75 - $75.11 $1.72M - $1.8M
23.9K $1.72B
VEU
Vanguard Ftse All World Ex Us

ETFs
29.1K
New
$57.29 - $63.1 $1.67M - $1.83M
29.1K $1.67B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.5K
New
$113.92 - $127.38 $1.43M - $1.6M
12.5K $1.44B
DFAS
Dimensional ETF Tr U S Small C

ETFs
20.7K
New
$63.58 - $71.15 $1.32M - $1.47M
20.7K $1.35B
IAU
Ishares Gold Trust

ETFs
25.5K
New
$48.37 - $52.65 $1.23M - $1.34M
25.5K $1.26B
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.41K
New
$501.29 - $612.85 $1.21M - $1.48M
2.41K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
5.2K
New
$180.88 - $232.93 $940K - $1.21M
5.2K $1.14B
ADP
Automatic Data Processing Inc

Industrials
3.84K
New
$280.08 - $307.97 $1.08M - $1.18M
3.84K $1.13B
BAC
Bank Of America Corp

Financial Services
23.1K
New
$39.22 - $47.77 $904K - $1.1M
23.1K $1.01B
MOTI
Vaneck Morningstar Internation

ETFs
30K
New
$30.26 - $36.09 $908K - $1.08M
30K $909M
CAT
Caterpillar Inc

Industrials
2.42K
New
$360.37 - $416.88 $873K - $1.01M
2.42K $879M
AMGN
Amgen Inc

Healthcare
3.25K
New
$258.78 - $328.31 $841K - $1.07M
3.25K $847M
KO
Coca Cola CO

Consumer Defensive
12.9K
New
$61.74 - $71.71 $796K - $924K
12.9K $802M
JPM
Jpmorgan Chase & CO

Financial Services
3.32K
New
$205.18 - $250.29 $680K - $830K
3.32K $795M
ORCL
Oracle Corp

Technology
4.52K
New
$165.41 - $192.43 $747K - $869K
4.52K $753M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.6K
New
$45.07 - $47.1 $749K - $783K
16.6K $751M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.06K
New
$100.22 - $100.73 $708K - $711K
7.06K $711M
SLV
I Shares Silver Trust

ETFs
25.1K
New
$26.33 - $31.74 $660K - $795K
25.1K $660M
PG
Procter & Gamble CO

Consumer Defensive
3.78K
New
$161.05 - $179.7 $609K - $680K
3.78K $634M
GILD
Gilead Sciences, Inc.

Healthcare
6.72K
New
$83.95 - $97.9 $564K - $658K
6.72K $621M
SCHP
Schwab Strategic Us Tips ETF

ETFs
21.2K
New
$25.74 - $53.78 $546K - $1.14M
21.2K $548M
GOOGL
Alphabet Inc.

Communication Services
2.75K
New
$161.86 - $196.66 $445K - $541K
2.75K $521M
Canadian Pacific Kansas City
6.92K
New
N/A
6.92K $502M
BMY
Bristol Myers Squibb CO

Healthcare
8.45K
New
$51.92 - $59.94 $439K - $506K
8.45K $478M
GOOG
Alphabet Inc.

Communication Services
2.33K
New
$163.08 - $198.16 $381K - $463K
2.33K $444M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
9.11K
New
$48.33 - $49.08 $440K - $447K
9.11K $441M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
4.43K
New
$94.79 - $95.69 $420K - $424K
4.43K $422M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.09K
New
$49.79 - $51.14 $403K - $414K
8.09K $405M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.41K
New
$111.85 - $120.71 $382K - $412K
3.41K $393M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17.2K
New
$22.01 - $66.82 $380K - $1.15M
17.2K $392M
AVES
American Centy ETF Tr Avantis

ETFs
8.41K
New
$46.2 - $53.09 $388K - $446K
8.41K $388M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.39K
New
$61.68 - $67.87 $333K - $366K
5.39K $336M
LLY
Eli Lilly & CO

Healthcare
433
New
$727.2 - $932.06 $315K - $404K
433 $334M
Activity Summary
Buys All Purchases 357 New Holdings 357 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accredited Wealth Management, LLC Portfolio

Follow Accredited Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accredited Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accredited Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email