Accredited Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 408 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $12.8B, Vaneck Morningstar Wide Moat E with a value of $7.8B, Ishares Tr with a value of $7.45B, Schwab Strategic Tr Us Dividen with a value of $6.32B, and Fidelity Merrimack Str Tr Tota with a value of $4.77B.
Examining the 13F form we can see an increase of $114B in the current position value.
Accredited Wealth Management, LLC is based out at Louisville, KY
Below you can find more details about Accredited Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$114 Billion
ETFs: $85.5 Billion
Technology: $6.29 Billion
Healthcare: $4.72 Billion
Financial Services: $3.33 Billion
Industrials: $3.28 Billion
Consumer Defensive: $2.93 Billion
Consumer Cyclical: $1.73 Billion
Communication Services: $1.52 Billion
Other: $709 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
