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
IVV
Ishares Core S&P 500 ETF

ETFs
163
New
$570.51 - $610.59 $93K - $99.5K
163 $96M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
261
New
$340.59 - $380.5 $88.9K - $99.3K
261 $95.5M
DEO
Diageo PLC

Consumer Defensive
728
New
$118.0 - $139.88 $85.9K - $102K
728 $92.6M
VDE
Vanguard Energy ETF

ETFs
750
New
$116.67 - $136.78 $87.5K - $103K
750 $91M
VZ
Verizon Communications Inc

Communication Services
2.27K
New
$39.6 - $45.21 $89.7K - $102K
2.27K $90.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.62K
New
$55.45 - $61.08 $89.6K - $98.7K
1.62K $89.6M
MCD
Mcdonalds Corp

Consumer Cyclical
308
New
$288.47 - $316.54 $88.8K - $97.5K
308 $89.3M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
155
New
$563.99 - $620.12 $87.4K - $96.1K
155 $88.6M
Blackrock Inc
86
New
N/A
86 $88.2M
SPGI
S&P Global Inc.

Financial Services
175
New
$480.36 - $529.17 $84.1K - $92.6K
175 $87.2M
UNP
Union Pacific Corp

Industrials
379
New
$223.15 - $249.32 $84.6K - $94.5K
379 $86.4M
AXP
American Express CO

Financial Services
275
New
$267.35 - $305.57 $73.5K - $84K
275 $81.8M
BFB
Brown Forman Corp Cl B
2.14K
New
N/A
2.14K $81.4M
IBM
International Business Machines Corp

Technology
366
New
$204.9 - $238.04 $75K - $87.1K
366 $80.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.03K
New
$77.86 - $79.27 $80.2K - $81.6K
1.03K $80.4M
KHC
Kraft Heinz CO

Consumer Defensive
2.61K
New
$30.1 - $36.02 $78.6K - $94K
2.61K $80.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
179
New
$370.24 - $418.94 $66.3K - $75K
179 $71.9M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
795
New
$89.81 - $104.0 $71.4K - $82.7K
795 $71.6M
CTVA
Corteva, Inc.

Basic Materials
1.25K
New
$55.21 - $64.13 $69.2K - $80.4K
1.25K $71.4M
USB
Us Bancorp \De\

Financial Services
1.45K
New
$43.98 - $53.66 $63.6K - $77.5K
1.45K $69.8M
ABT
Abbott Laboratories

Healthcare
617
New
$111.93 - $119.39 $69.1K - $73.7K
617 $69.8M
OMC
Omnicom Group Inc.

Communication Services
800
New
$85.82 - $105.47 $68.7K - $84.4K
800 $69.4M
Vanguard Malvern Fds
850
New
N/A
850 $64.6M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1K
New
$61.52 - $66.5 $61.8K - $66.8K
1K $64M
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.68K
New
$23.14 - $26.91 $62K - $72.1K
2.68K $63.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
688
New
$88.59 - $94.57 $60.9K - $65.1K
688 $61.1M
NVS
Novartis Ag

Healthcare
625
New
$96.78 - $117.18 $60.5K - $73.2K
625 $60.8M
JNJ
Johnson & Johnson

Healthcare
403
New
$143.34 - $165.86 $57.8K - $66.8K
403 $58.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
567
New
$94.43 - $105.47 $53.5K - $59.8K
567 $57.6M
SHEL
Shell PLC

Energy
900
New
$60.63 - $70.23 $54.6K - $63.2K
900 $56.4M
XOM
Exxon Mobil Corp

Energy
511
New
$105.51 - $125.37 $53.9K - $64.1K
511 $55M
INTC
Intel Corp

Technology
2.7K
New
$19.07 - $26.23 $51.4K - $70.7K
2.7K $54M
XLE
Energy Sector Spdr

ETFs
630
New
$83.32 - $97.27 $52.5K - $61.3K
630 $54M
HD
Home Depot, Inc.

Consumer Cyclical
137
New
$385.02 - $431.37 $52.7K - $59.1K
137 $53.3M
NTRS
Northern Trust Corp

Financial Services
516
New
$88.4 - $111.16 $45.6K - $57.4K
516 $53.3M
NOW
Service Now, Inc.

Technology
50
New
$867.18 - $1148.42 $43.4K - $57.4K
50 $53M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.06K
New
$49.78 - $66.55 $52.5K - $70.2K
1.06K $52.8M
KR
Kroger CO

Consumer Defensive
807
New
$55.21 - $63.3 $44.6K - $51.1K
807 $49.4M
BA
Boeing CO

Industrials
267
New
$138.14 - $180.72 $36.9K - $48.3K
267 $47.3M
ROK
Rockwell Automation, Inc

Industrials
165
New
$264.65 - $302.92 $43.7K - $50K
165 $47.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.03K
New
$22.4 - $68.28 $45.5K - $139K
2.03K $47.1M
TXN
Texas Instruments Inc

Technology
251
New
N/A
251 $47.1M
SBUX
Starbucks Corp

Consumer Cyclical
487
New
$87.44 - $102.5 $42.6K - $49.9K
487 $44.4M
UL
Unilever PLC

Consumer Defensive
766
New
$56.7 - $64.64 $43.4K - $49.5K
766 $43.4M
VOE
Vanguard Mid Cap Value Index F

ETFs
264
New
$160.89 - $176.18 $42.5K - $46.5K
264 $42.7M
T
At&T Inc.

Communication Services
1.83K
New
$21.22 - $23.88 $38.8K - $43.7K
1.83K $41.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
576
New
$69.3 - $74.3 $39.9K - $42.8K
576 $41.1M
PPC
Pilgrims Pride Corp

Consumer Defensive
900
New
$43.57 - $53.82 $39.2K - $48.4K
900 $40.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
900
New
$44.33 - $49.55 $39.9K - $44.6K
900 $40.4M
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
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