Accredited Wealth Management, LLC Incresed Positions in Q3 2025

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PDN
Invesco Fd Tr

ETFs
121
+ 151.25%
$38.58 - $41.85 $4.67K - $5.06K
201 $3.29M
DFAI
Dimensional ETF Tr

ETFs
919
+ 1081.18%
$34.05 - $36.55 $31.3K - $33.6K
1K $3.09M
UPWK
Upwork, Inc

Industrials
1.32K
+ 5280.0%
$11.75 - $20.07 $15.5K - $26.5K
1.35K $465K
Brookfield Asset Managmt LTD
300
+ 422.54%
N/A
371 $4.04M
CDE
Coeur Mining, Inc.

Basic Materials
367
+ 4587.5%
$8.68 - $18.76 $3.19K - $6.88K
375 $151K
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
1.73K
+ 17250.0%
$94.73 - $102.36 $163K - $177K
1.74K $1.01M
FIVE
Five Below, Inc

Consumer Cyclical
325
+ 16250.0%
$128.78 - $155.44 $41.9K - $50.5K
327 $310K
Virgin Galactic Holdings Inc
789
+ 2254.29%
N/A
824 $136K
VUSB
Vanguard Bd Index Fds
2.57K
+ 989.23%
N/A
2.83K $13M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
150
+ 50.0%
$82.38 - $83.0 $12.4K - $12.5K
450 $24.9M
SQ
Block, Inc.

Technology
302
+ 7550.0%
N/A
306 $290K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
797
+ 26566.67%
$72.65 - $78.68 $57.9K - $62.7K
800 $236K
SHW
Sherwin Williams CO

Basic Materials
9
+ 300.0%
$330.88 - $375.23 $2.98K - $3.38K
12 $1.04M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.84K
+ 35525.0%
$40.94 - $42.85 $116K - $122K
2.85K $338K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
125
+ 12500.0%
$68.95 - $75.02 $8.62K - $9.38K
126 $75K
HKND
Humankind Benefit Corp Humanki

ETFs
350
+ 11666.67%
$32.17 - $34.63 $11.3K - $12.1K
353 $107K
Siriusxm Holdings Inc
128
+ 1066.67%
N/A
140 $280K
BFA
Brown Forman Corp Cl A
1.61K
+ 3840.48%
N/A
1.66K $1.14M
PYPL
Pay Pal Holdings, Inc.

Financial Services
351
+ 8775.0%
$65.64 - $78.22 $23K - $27.5K
355 $269K
KD
Kyndryl Holdings, Inc.

Technology
75
+ 2500.0%
$28.94 - $43.41 $2.17K - $3.26K
78 $91K
GGG
Graco Inc

Industrials
735
+ 1837.5%
$82.58 - $88.81 $60.7K - $65.3K
775 $3.4M
PEBO
Peoples Bancorp Inc

Financial Services
1.83K
+ 524.0%
$28.16 - $32.1 $51.6K - $58.9K
2.18K $10.6M
CSGS
Csg Systems International Inc

Technology
771
+ 597.67%
$60.77 - $67.01 $46.9K - $51.7K
900 $8.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
4
+ 25.0%
$265.78 - $299.3 $1.06K - $1.2K
20 $4.41M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.43K
+ 12165.0%
$118.3 - $142.16 $288K - $346K
2.45K $2.43M
AMP
Ameriprise Financial Inc

Financial Services
3.24K
+ 54066.67%
$486.13 - $544.55 $1.58M - $1.77M
3.25K $2.95M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
135
+ 132.35%
$59.29 - $62.87 $8K - $8.49K
237 $6.13M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
25
+ 28.41%
$123.13 - $140.8 $3.08K - $3.52K
113 $11.3M
PETS
Petmed Express Inc

Healthcare
5.24K
+ 1309.0%
$2.51 - $3.98 $13.1K - $20.8K
5.64K $1M
RGA
Reinsurance Group Of America Inc

Financial Services
297
+ 560.38%
$177.1 - $199.23 $52.6K - $59.2K
350 $10.2M
KKR
Kkr & Co. Inc.

Financial Services
1.59K
+ 1137.14%
$129.95 - $152.16 $207K - $242K
1.73K $18.2M
HEIA
Heico Crp Cl A
706
+ 759.14%
N/A
799 $23.6M
DG
Dollar General Corp

Consumer Defensive
87
+ 185.11%
$101.86 - $116.32 $8.86K - $10.1K
134 $4.86M
SBUX
Starbucks Corp

Consumer Cyclical
918
+ 1119.51%
$81.9 - $96.86 $75.2K - $88.9K
1K $6.94M
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 35.21%
$60.9 - $70.75 $3.05K - $3.54K
192 $8.98M
AIG
American International Group, Inc.

Financial Services
104
+ 98.11%
$76.34 - $85.87 $7.94K - $8.93K
210 $8.32M
VT
Vanguard Total World Stk Index

ETFs
23.9K
+ 18837.01%
$128.41 - $138.03 $3.07M - $3.3M
24.1K $15.4M
TYL
Tyler Technologies Inc

Technology
86
+ 614.29%
$522.22 - $611.76 $44.9K - $52.6K
100 $7.33M
OKE
Oneok Inc

Energy
387
+ 342.48%
$71.36 - $83.47 $27.6K - $32.3K
500 $8.25M
CPRT
Copart Inc

Consumer Cyclical
184
+ 58.23%
$44.6 - $49.97 $8.21K - $9.19K
500 $14.2M
AVSC
American Centy ETF Tr Avantis
6.27K
+ 388.24%
$51.33 - $58.63 $322K - $368K
7.89K $82M
ABT
Abbott Laboratories

Healthcare
174
+ 26.36%
$120.51 - $136.62 $21K - $23.8K
834 $88.4M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
56
+ 59.57%
$43.5 - $71.86 $2.44K - $4.02K
150 $4.14M
SAP
Sap Se

Technology
260
+ 520.0%
$252.42 - $311.93 $65.6K - $81.1K
310 $13.4M
CHWY
Chewy, Inc.

Consumer Cyclical
305
+ 156.41%
$34.27 - $42.33 $10.5K - $12.9K
500 $6.07M
CWST
Casella Waste Systems Inc

Industrials
2.29K
+ 1905.83%
$86.69 - $114.82 $198K - $263K
2.41K $11.4M
TDG
Trans Digm Group Inc

Industrials
6
+ 46.15%
$1271.04 - $1620.83 $7.63K - $9.72K
19 $17.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
419
+ 217.1%
$167.28 - $188.45 $70.1K - $79K
612 $32.5M
GIS
General Mills Inc

Consumer Defensive
6.33K
+ 1605.33%
$48.44 - $53.83 $306K - $340K
6.72K $17.5M
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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