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
DHR
Danaher Corp

Healthcare
175
New
$226.16 - $274.52 $39.6K - $48K
175 $40.2M
BOTZ
Global X Fds

ETFs
1.24K
New
$31.11 - $34.18 $38.6K - $42.4K
1.24K $39.7M
AVDV
American Centy ETF Tr Avantis

ETFs
604
New
$63.85 - $70.4 $38.6K - $42.5K
604 $39.3M
SYF
Synchrony Financial

Financial Services
591
New
$49.01 - $68.55 $29K - $40.5K
591 $38.4M
BK
Bank Of New York Mellon Corp

Financial Services
500
New
$70.82 - $81.87 $35.4K - $40.9K
500 $38.4M
NICE
Nice Ltd.

Technology
225
New
$164.71 - $199.17 $37.1K - $44.8K
225 $38.2M
CSCO
Cisco Systems, Inc.

Technology
618
New
$52.45 - $60.02 $32.4K - $37.1K
618 $36.6M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
343
New
$101.77 - $113.02 $34.9K - $38.8K
343 $36.3M
K
Kellogg CO

Consumer Defensive
447
New
$80.34 - $81.29 $35.9K - $36.3K
447 $36.2M
FDX
Fedex Corp

Industrials
123
New
$260.5 - $305.15 $32K - $37.5K
123 $34.8M
CL
Colgate Palmolive CO

Consumer Defensive
375
New
$90.22 - $102.31 $33.8K - $38.4K
375 $34.1M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.15K
New
$28.89 - $33.95 $33.1K - $38.9K
1.15K $33.3M
ECL
Ecolab Inc.

Basic Materials
140
New
$234.32 - $261.43 $32.8K - $36.6K
140 $32.9M
VT
Vanguard Total World Stk Index

ETFs
266
New
$117.09 - $123.07 $31.1K - $32.7K
266 $31.3M
AVAV
Aero Vironment Inc

Industrials
200
New
$153.72 - $235.17 $30.7K - $47K
200 $30.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
155
New
$172.07 - $207.36 $26.7K - $32.1K
155 $30.7M
Ge Healthcare Technologies I
389
New
N/A
389 $30.4M
IYF
Ishares Tr

ETFs
265
New
$102.7 - $119.05 $27.2K - $31.5K
265 $29.3M
DBA
Invesco Db Agriculture Fund

ETFs
1.1K
New
$24.81 - $27.83 $27.3K - $30.6K
1.1K $29.2M
CSX
Csx Corp

Industrials
900
New
$31.58 - $36.88 $28.4K - $33.2K
900 $29M
AIQ
Global X Funds Global X Artifi

ETFs
750
New
$36.57 - $40.57 $27.4K - $30.4K
750 $29M
DVN
Devon Energy Corp

Energy
857
New
$30.52 - $42.96 $26.2K - $36.8K
857 $28.1M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
335
New
$71.19 - $91.57 $23.8K - $30.7K
335 $28M
DGRO
Ishares Core Dividend Growth E

ETFs
450
New
$60.73 - $64.94 $27.3K - $29.2K
450 $27.6M
CRM
Salesforce, Inc.

Technology
80
New
$270.87 - $367.87 $21.7K - $29.4K
80 $26.8M
BAX
Baxter International Inc

Healthcare
910
New
$28.63 - $37.84 $26.1K - $34.4K
910 $26.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1K
New
$25.33 - $51.16 $25.4K - $51.3K
1K $25.9M
VUG
Vanguard Growth ETF

ETFs
63
New
$378.79 - $428.11 $23.9K - $27K
63 $25.9M
ACWI
Ishares Msci Acwi ETF

ETFs
215
New
$117.05 - $123.03 $25.2K - $26.5K
215 $25.3M
ELV
Elevance Health, Inc.

Healthcare
67
New
$365.96 - $514.62 $24.5K - $34.5K
67 $24.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
300
New
$81.68 - $82.93 $24.5K - $24.9K
300 $24.6M
CNC
Centene Corp

Healthcare
400
New
$56.71 - $73.94 $22.7K - $29.6K
400 $24.2M
AMD
Advanced Micro Devices Inc

Technology
200
New
$118.88 - $172.8 $23.8K - $34.6K
200 $24.2M
AVUV
American Centy ETF Tr Avantis

ETFs
250
New
$94.37 - $106.41 $23.6K - $26.6K
250 $24.1M
Vanguard Wellington Fd
235
New
N/A
235 $23.6M
COMB
Graniteshares ETF Tr Bloomber

ETFs
1.18K
New
$19.74 - $20.97 $23.2K - $24.6K
1.18K $23.4M
GIS
General Mills Inc

Consumer Defensive
367
New
$62.78 - $74.62 $23K - $27.4K
367 $23.4M
FE
Firstenergy Corp

Utilities
583
New
$39.14 - $44.52 $22.8K - $26K
583 $23.2M
NKE
Nike, Inc.

Consumer Cyclical
300
New
$73.36 - $89.13 $22K - $26.7K
300 $22.8M
ADBE
Adobe Inc.

Technology
50
New
$437.39 - $552.96 $21.9K - $27.6K
50 $22.2M
GS
Goldman Sachs Group Inc

Financial Services
38
New
$486.1 - $608.57 $18.5K - $23.1K
38 $21.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
250
New
$82.28 - $117.52 $20.6K - $29.4K
250 $21.2M
NOC
Northrop Grumman Corp

Industrials
45
New
$466.52 - $543.88 $21K - $24.5K
45 $21.1M
UBER
Uber Technologies, Inc

Technology
350
New
$59.93 - $86.34 $21K - $30.2K
350 $21.1M
BDX
Becton Dickinson & CO

Healthcare
90
New
$220.02 - $243.75 $19.8K - $21.9K
90 $20.4M
STT
State Street Corp

Financial Services
205
New
$85.96 - $100.78 $17.6K - $20.7K
205 $20.1M
SOUN
Soundhound Ai, Inc.

Technology
1K
New
$4.51 - $24.23 $4.51K - $24.2K
1K $19.8M
KMB
Kimberly Clark Corp

Consumer Defensive
150
New
$130.37 - $146.09 $19.6K - $21.9K
150 $19.8M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
400
New
$47.66 - $51.97 $19.1K - $20.8K
400 $19.5M
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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