Accredited Wealth Management, LLC Purchases in Q3 2025

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
9
+ 14.29%
$433.97 - $484.08 $3.91K - $4.36K
72 $30.2M
EEM
Ishares Msci Emerging Markets

ETFs
206
+ 42.74%
$48.07 - $53.4 $9.9K - $11K
688 $25.7M
UNP
Union Pacific Corp

Industrials
1.8K
+ 475.46%
$214.91 - $237.16 $387K - $427K
2.18K $89.6M
Tidal Trust Iii
35
New
N/A
35 $2.14M
AVUV
American Centy ETF Tr Avantis

ETFs
8
+ 3.2%
$90.37 - $102.12 $723 - $817
258 $24.9M
IGM
Ishares Expanded Tech Sector E

ETFs
396
+ 257.14%
$110.96 - $127.67 $43.9K - $50.6K
550 $19.4M
CADE
Cadence Bank

Financial Services
6.57K
+ 1877.43%
$33.44 - $38.12 $220K - $250K
6.92K $13.3M
BLOK
Amplify ETF Tr Trnsformational

ETFs
100
+ 50.0%
$56.05 - $67.13 $5.61K - $6.71K
300 $13.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.45K
+ 1206.67%
$68.94 - $86.3 $99.8K - $125K
1.57K $10.4M
DGRO
Ishares Core Dividend Growth E

ETFs
113K
+ 25182.22%
$64.12 - $68.08 $7.27M - $7.71M
114K $30.6M
WST
West Pharmaceutical Services Inc

Healthcare
230
+ 575.0%
$210.08 - $279.1 $48.3K - $64.2K
270 $10.5M
VB
Vanguard Small Cap ETF

ETFs
4.68K
+ 4677.0%
$237.58 - $259.17 $1.11M - $1.21M
4.78K $25.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
23.8K
+ 6226.89%
$62.54 - $68.42 $1.49M - $1.63M
24.2K $25.9M
DVN
Devon Energy Corp

Energy
308
+ 61.6%
$31.75 - $36.99 $9.78K - $11.4K
808 $17.5M
Richtech Robotics Inc
135
New
N/A
135 $1.5M
GLDM
World Gold Trust

ETFs
218
+ 174.4%
$64.73 - $76.45 $14.1K - $16.7K
343 $9.56M
BDX
Becton Dickinson & CO

Healthcare
70
+ 77.78%
$172.41 - $199.66 $12.1K - $14K
160 $16.8M
SCHW
Schwab Charles Corp

Financial Services
975
+ 314.52%
$91.03 - $98.69 $88.8K - $96.2K
1.29K $29.6M
ICLN
Ishares

ETFs
358
+ 65.09%
$13.22 - $15.48 $4.73K - $5.54K
908 $8.51M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
33.5K
+ 1932.39%
$76.16 - $78.59 $2.55M - $2.63M
35.3K $135M
MDT
Medtronic PLC

Healthcare
2.09K
+ 1500.0%
$87.67 - $95.74 $183K - $200K
2.22K $13.3M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
638
+ 1519.05%
$195.29 - $223.85 $125K - $143K
680 $9.25M
BOTZ
Global X Fds

ETFs
987
+ 263.2%
$32.14 - $35.96 $31.7K - $35.5K
1.36K $13.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
283
+ 1415.0%
$275.84 - $326.36 $78.1K - $92.4K
303 $6.63M
LYV
Live Nation Entertainment, Inc.

Communication Services
622
+ 797.44%
$143.56 - $174.06 $89.3K - $108K
700 $12.7M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
4.47K
+ 95.61%
$26.92 - $28.6 $120K - $128K
9.14K $129M
FNDF
Schwab Fundamental Intl Large

ETFs
2
+ 0.67%
$39.84 - $43.15 $79.7 - $86.3
300 $12.8M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.81K
+ 1069.58%
$52.12 - $55.33 $147K - $156K
3.08K $14.6M
PSX
Phillips 66

Energy
850
+ 1700.0%
$118.37 - $139.46 $101K - $119K
900 $6.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
502
+ 100.0%
$28.15 - $30.13 $14.1K - $15.1K
1K $14.9M
IWM
Ishares Russell 2000 ETF

ETFs
560
+ 1866.67%
$214.92 - $244.84 $120K - $137K
590 $7.26M
CACI
Caci International Inc

Technology
318
+ 908.57%
N/A
353 $17.5M
SMR
Nuscale Power Corp

Industrials
965
New
$32.65 - $51.67 $31.5K - $49.9K
965 $720K
FNDA
Schwab Fundamental U S Small C

ETFs
4.32K
+ 1510.84%
$28.75 - $31.93 $124K - $138K
4.61K $8.91M
Lucid Group Inc
25
New
N/A
25 $714K
ADSK
Autodesk, Inc.

Technology
2.94K
+ 3373.56%
N/A
3.02K $27.6M
VOT
Vanguard Mid Cap Growth Index

ETFs
107
+ 148.61%
$282.75 - $294.19 $30.3K - $31.5K
179 $21.2M
SOFI
So Fi Technologies, Inc.

Financial Services
4
New
$17.64 - $29.81 $70.6 - $119
4 $661K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
15
New
$4.73 - $8.22 $71 - $123
15 $652K
IJS
Ishares S&P Smallcap 600 Value

ETFs
213
+ 409.62%
$98.99 - $112.2 $21.1K - $23.9K
265 $5.75M
ETN
Eaton Corp PLC

Industrials
24
+ 72.73%
$342.99 - $392.76 $8.23K - $9.43K
57 $12.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
24.2K
+ 18617.69%
$84.55 - $89.54 $2.05M - $2.17M
24.3K $11.6M
FDX
Fedex Corp

Industrials
5.6K
+ 10364.81%
$217.1 - $243.2 $1.22M - $1.36M
5.65K $12.8M
WRB
Berkley W R Corp

Financial Services
552
+ 345.0%
$67.78 - $76.62 $37.4K - $42.3K
712 $12.3M
VTV
Vanguard Value ETF

ETFs
25.9K
+ 51814.0%
$175.51 - $186.57 $4.55M - $4.83M
26K $9.37M
American Centy ETF Tr
1.3K
+ 945.26%
N/A
1.43K $9.53M
BA
Boeing CO

Industrials
7.92K
+ 2531.63%
$209.79 - $237.38 $1.66M - $1.88M
8.24K $66.1M
MSGS
Madison Square Garden Sports Corp.

Communication Services
131
+ 524.0%
$192.65 - $230.03 $25.2K - $30.1K
156 $5.68M
TDY
Teledyne Technologies Inc

Technology
522
+ 8700.0%
$509.51 - $586.04 $266K - $306K
528 $3.52M
Activity Summary
Buys All Purchases 194 New Holdings 23 Increased Positions 171 Sells All Sells 186 Reductions 185 Sold out 1 Options Calls 0 Puts 0
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