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
CBRE
Cbre Group, Inc.

Real Estate
75
New
$119.22 - $140.71 $8.94K - $10.6K
75 $9.85M
WRB
Berkley W R Corp

Financial Services
160
New
$56.48 - $64.94 $9.04K - $10.4K
160 $9.36M
WAT
Waters Corp

Healthcare
25
New
$323.11 - $392.01 $8.08K - $9.8K
25 $9.28M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
47
New
$180.39 - $205.43 $8.48K - $9.66K
47 $8.91M
PYPL
Pay Pal Holdings, Inc.

Financial Services
104
New
$77.25 - $91.3 $8.03K - $9.5K
104 $8.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
200
New
$44.04 - $49.49 $8.81K - $9.9K
200 $8.81M
MAIN
Main Street Capital Corp

Financial Services
150
New
$49.95 - $58.58 $7.49K - $8.79K
150 $8.78M
American Centy ETF Tr
135
New
N/A
135 $8.77M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
100
New
$86.03 - $94.92 $8.6K - $9.49K
100 $8.63M
MDLZ
Mondelez International, Inc.

Consumer Defensive
142
New
$59.25 - $72.99 $8.41K - $10.4K
142 $8.55M
FNDA
Schwab Fundamental U S Small C

ETFs
286
New
$29.26 - $59.11 $8.37K - $16.9K
286 $8.5M
VTV
Vanguard Value ETF

ETFs
50
New
$168.32 - $181.87 $8.42K - $9.09K
50 $8.47M
MU
Micron Technology Inc

Technology
100
New
$84.16 - $113.41 $8.42K - $11.3K
100 $8.43M
GGG
Graco Inc

Industrials
93
New
$81.45 - $92.29 $7.57K - $8.58K
93 $7.84M
TMUS
T Mobile Us, Inc.

Communication Services
35
New
$206.1 - $246.94 $7.21K - $8.64K
35 $7.73M
AIG
American International Group, Inc.

Financial Services
106
New
$70.0 - $79.22 $7.42K - $8.4K
106 $7.71M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
41
New
$170.03 - $192.78 $6.97K - $7.9K
41 $7.67M
PLTR
Palantir Technologies Inc.

Technology
100
New
$36.46 - $82.38 $3.65K - $8.24K
100 $7.56M
FNDX
Schwab Fundamental U S Large C

ETFs
300
New
$23.49 - $71.77 $7.05K - $21.5K
300 $7.1M
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
175
New
$40.28 - $44.96 $7.05K - $7.87K
175 $7.08M
WSBC
Wesbanco Inc

Financial Services
210
New
$28.7 - $36.45 $6.03K - $7.65K
210 $6.91M
CNP
Centerpoint Energy Inc

Utilities
217
New
$28.58 - $32.66 $6.2K - $7.09K
217 $6.89M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
120
New
$45.39 - $62.98 $5.45K - $7.56K
120 $6.81M
A
Agilent Technologies, Inc.

Healthcare
50
New
$125.69 - $146.56 $6.28K - $7.33K
50 $6.73M
IWM
Ishares Russell 2000 ETF

ETFs
30
New
$216.13 - $242.4 $6.48K - $7.27K
30 $6.63M
CSGS
Csg Systems International Inc

Technology
127
New
$46.59 - $56.23 $5.92K - $7.14K
127 $6.54M
CHKP
Check Point Software Technologies LTD

Technology
35
New
$170.18 - $209.01 $5.96K - $7.32K
35 $6.54M
CHWY
Chewy, Inc.

Consumer Cyclical
195
New
$26.51 - $35.87 $5.17K - $6.99K
195 $6.53M
GLDM
World Gold Trust

ETFs
125
New
$50.76 - $55.23 $6.35K - $6.9K
125 $6.5M
ICLN
Ishares

ETFs
550
New
$11.35 - $14.51 $6.24K - $7.98K
550 $6.26M
CAG
Conagra Brands Inc.

Consumer Defensive
225
New
$26.48 - $32.72 $5.96K - $7.36K
225 $6.24M
GLD
Spdr Gold Trust

ETFs
25
New
$236.59 - $257.5 $5.91K - $6.44K
25 $6.05M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
100
New
$55.73 - $66.16 $5.57K - $6.62K
100 $6.03M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
102
New
$57.38 - $61.11 $5.85K - $6.23K
102 $5.95M
HBAN
Huntington Bancshares Inc

Financial Services
353
New
$14.18 - $18.2 $5.01K - $6.42K
353 $5.8M
PSX
Phillips 66

Energy
50
New
$110.35 - $138.93 $5.52K - $6.95K
50 $5.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
52
New
$104.59 - $118.05 $5.44K - $6.14K
52 $5.65M
MSGS
Madison Square Garden Sports Corp.

Communication Services
25
New
$208.82 - $235.85 $5.22K - $5.9K
25 $5.64M
SJT
San Juan Basin Royalty Trust

Energy
1.35K
New
$3.66 - $4.51 $4.93K - $6.08K
1.35K $5.16M
GABC
German American Bancorp, Inc.

Financial Services
126
New
$37.49 - $46.57 $4.72K - $5.87K
126 $5.07M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
94
New
$42.99 - $56.89 $4.04K - $5.35K
94 $4.97M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
20
New
$238.25 - $261.28 $4.77K - $5.23K
20 $4.92M
MOS
Mosaic CO

Basic Materials
200
New
$23.87 - $28.34 $4.77K - $5.67K
200 $4.92M
STZ
Constellation Brands, Inc.

Consumer Defensive
22
New
$219.66 - $257.62 $4.83K - $5.67K
22 $4.86M
UMDD
Proshares Trust Proshrs Ultrap

ETFs
175
New
$26.4 - $34.74 $4.62K - $6.08K
175 $4.64M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
New
$285.5 - $335.62 $4.57K - $5.37K
16 $4.61M
TRV
Travelers Companies, Inc.

Financial Services
19
New
$225.97 - $266.66 $4.29K - $5.07K
19 $4.58M
TPB
Turning Point Brands, Inc.

Consumer Defensive
75
New
$40.84 - $64.22 $3.06K - $4.82K
75 $4.51M
Viking Holdings LTD
100
New
N/A
100 $4.41M
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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