Accredited Wealth Management, LLC Reduced Holdings in Q1 2025

Accredited Wealth Management, LLC

  • $118 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
2023 ETF Series Trust Ii
-5.36K
- 5.54%
N/A
91.3K $2.86B
VTI
Vanguard Total Stock Market Et

ETFs
-259
- 3.98%
$271.18 - $303.12 $70.2K - $78.5K
6.25K $1.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-130
- 1.04%
$102.49 - $119.96 $13.3K - $15.6K
12.4K $1.3B
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-3.16K
- 94.47%
$40.67 - $48.92 $129K - $155K
185 $7.52M
TSLA
Tesla, Inc.

Consumer Cyclical
-101
- 19.27%
$222.15 - $428.22 $22.4K - $43.3K
423 $110M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4.62K
- 21.78%
$25.69 - $26.89 $119K - $124K
16.6K $446M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-360
- 30.51%
$168.16 - $186.21 $60.5K - $67K
820 $140M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-770
- 96.86%
$81.1 - $94.7 $62.4K - $72.9K
25 $2.03M
NVDA
Nvidia Corp

Technology
-140
- 7.16%
$106.98 - $149.43 $15K - $20.9K
1.82K $197M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-382
- 11.19%
$108.02 - $120.45 $41.3K - $46K
3.03K $334M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-735
- 26.13%
$62.72 - $71.92 $46.1K - $52.9K
2.08K $131M
DIS
Walt Disney CO

Communication Services
-240
- 14.11%
$96.87 - $114.0 $23.2K - $27.4K
1.46K $144M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-1.31K
- 21.97%
$19.0 - $24.32 $24.8K - $31.7K
4.64K $88.1M
SBUX
Starbucks Corp

Consumer Cyclical
-407
- 83.57%
$91.75 - $115.81 $37.3K - $47.1K
80 $7.85M
MRK
Merck & Co., Inc.

Healthcare
-110
- 4.54%
$83.01 - $101.02 $9.13K - $11.1K
2.31K $210M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-513
- 2.97%
$21.23 - $23.75 $10.9K - $12.2K
16.7K $360M
BOTZ
Global X Fds

ETFs
-866
- 69.78%
$28.46 - $34.53 $24.6K - $29.9K
375 $10.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-45
- 25.14%
$360.07 - $417.26 $16.2K - $18.8K
134 $48.4M
INTC
Intel Corp

Technology
-1.03K
- 38.03%
$19.1 - $27.39 $19.6K - $28.1K
1.67K $37.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
-85
- 32.2%
$156.61 - $168.02 $13.3K - $14.3K
179 $28.7M
LMT
Lockheed Martin Corp

Industrials
-5
- 1.71%
$423.19 - $506.29 $2.12K - $2.53K
288 $129M
USB
Us Bancorp \De\

Financial Services
-100
- 6.92%
$40.92 - $50.9 $4.09K - $5.09K
1.35K $57.5M
VT
Vanguard Total World Stk Index

ETFs
-100
- 37.59%
$115.08 - $123.97 $11.5K - $12.4K
166 $19.2M
LUV
Southwest Airlines CO

Industrials
-303
- 59.88%
$28.18 - $34.84 $8.54K - $10.6K
203 $6.86M
IVV
Ishares Core S&P 500 ETF

ETFs
-10
- 6.13%
$554.06 - $615.85 $5.54K - $6.16K
153 $86M
FE
Firstenergy Corp

Utilities
-248
- 42.54%
$37.95 - $43.5 $9.41K - $10.8K
335 $13.6M
XLF
Financial Sector Spdr

ETFs
-200
- 66.67%
$47.32 - $52.19 $9.46K - $10.4K
100 $4.98M
DVN
Devon Energy Corp

Energy
-357
- 41.66%
$33.15 - $38.55 $11.8K - $13.8K
500 $18.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 96.15%
$65.15 - $91.81 $6.52K - $9.18K
4 $261K
MET
Metlife Inc

Financial Services
-100
- 50.0%
$77.7 - $87.0 $7.77K - $8.7K
100 $8.03M
HBI
Hanesbrands Inc.

Consumer Cyclical
-695
- 41.0%
$5.76 - $8.6 $4K - $5.98K
1K $5.77M
VZ
Verizon Communications Inc

Communication Services
-432
- 19.06%
$37.81 - $46.49 $16.3K - $20.1K
1.83K $83.2M
WMT
Walmart Inc.

Consumer Defensive
-50
- 4.37%
$84.5 - $105.05 $4.23K - $5.25K
1.09K $96.3M
COMB
Graniteshares ETF Tr Bloomber

ETFs
-400
- 34.04%
$19.9 - $21.85 $7.96K - $8.74K
775 $16.8M
XOM
Exxon Mobil Corp

Energy
-104
- 20.35%
$105.44 - $118.93 $11K - $12.4K
407 $48.4M
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 5.14%
$890.62 - $1076.86 $15.1K - $18.3K
314 $297M
MRNA
Moderna, Inc.

Healthcare
-50
- 20.0%
$28.35 - $47.53 $1.42K - $2.38K
200 $5.67M
GGG
Graco Inc

Industrials
-53
- 56.99%
$80.53 - $87.54 $4.27K - $4.64K
40 $3.34M
WAT
Waters Corp

Healthcare
-10
- 40.0%
$362.16 - $417.28 $3.62K - $4.17K
15 $5.53M
UBER
Uber Technologies, Inc

Technology
-100
- 28.57%
$63.17 - $81.49 $6.32K - $8.15K
250 $18.2M
NFLX
Netflix Inc

Communication Services
-3
- 20.0%
$828.4 - $1058.6 $2.49K - $3.18K
12 $11.2M
PG
Procter & Gamble CO

Consumer Defensive
-71
- 1.88%
$158.56 - $176.26 $11.3K - $12.5K
3.71K $633M
PLTR
Palantir Technologies Inc.

Technology
-24
- 24.0%
$64.98 - $124.62 $1.56K - $2.99K
76 $6.42M
SHW
Sherwin Williams CO

Basic Materials
-2
- 40.0%
$330.16 - $365.55 $660 - $731
3 $1.05M
FNDF
Schwab Fundamental Intl Large

ETFs
-1
- 0.33%
$32.9 - $37.45 $32.9 - $37.5
298 $10.8M
HUM
Humana Inc

Healthcare
-10
- 2.53%
$249.11 - $303.11 $2.49K - $3.03K
385 $102M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-460
- 4.66%
$18.36 - $20.51 $8.45K - $9.43K
9.41K $186M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-300
- 5.74%
$22.91 - $25.71 $6.87K - $7.71K
4.92K $125M
T
At&T Inc.

Communication Services
-162
- 8.85%
$21.56 - $28.28 $3.49K - $4.58K
1.67K $47.2M
Activity Summary
Buys All Purchases 138 New Holdings 65 Increased Positions 73 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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