Accredited Wealth Management, LLC Portfolio Holdings
Accredited Wealth Management, LLC
- $114 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 408
- Current Value $114 Billion
- Filing
- Period Q4 2024
- Filing Date February 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 357 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks