Accredited Wealth Management, LLC Reduced Holdings in Q3 2025

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-1.52K
- 87.12%
$82.58 - $105.54 $126K - $161K
225 $199M
RTX
Raytheon Technologies Corp

Industrials
-945
- 84.38%
$144.19 - $167.33 $136K - $158K
175 $188M
HSY
Hershey CO

Consumer Defensive
-611
- 81.68%
$161.95 - $193.45 $99K - $118K
137 $149M
NEE
Nextera Energy Inc

Utilities
-3.83K
- 88.46%
$69.77 - $77.54 $267K - $297K
500 $327M
PEP
Pepsico Inc

Consumer Defensive
-1.68K
- 79.84%
$133.81 - $152.16 $225K - $256K
425 $310M
VEU
Vanguard Ftse All World Ex Us

ETFs
-26.1K
- 97.39%
$66.38 - $71.68 $1.74M - $1.87M
700 $1.85B
GE
General Electric CO

Industrials
-890
- 69.59%
$244.75 - $305.63 $218K - $272K
389 $385M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-3.3K
- 98.74%
$23.27 - $25.46 $76.8K - $84K
42 $140M
MSFT
Microsoft Corp

Technology
-4.77K
- 90.51%
$491.09 - $535.64 $2.34M - $2.56M
500 $2.69B
TSLA
Tesla, Inc.

Consumer Cyclical
-302
- 57.2%
$293.94 - $444.72 $88.8K - $134K
226 $235M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-2.82K
- 51.07%
$95.22 - $96.21 $268K - $271K
2.7K $606M
BAC
Bank Of America Corp

Financial Services
-21.6K
- 95.12%
$44.92 - $52.42 $968K - $1.13M
1.11K $1.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12.1K
- 98.87%
$108.46 - $120.63 $1.32M - $1.46M
138 $1.45B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.43K
- 34.78%
$100.16 - $100.7 $343K - $345K
6.42K $1.1B
GOOGL
Alphabet Inc.

Communication Services
-379
- 14.15%
$174.36 - $254.72 $66.1K - $96.5K
2.3K $596M
VTI
Vanguard Total Stock Market Et

ETFs
-4.77K
- 83.23%
$303.93 - $329.86 $1.45M - $1.57M
960 $1.87B
VIG
Vanguard Dividend Appreciation

ETFs
-23K
- 91.16%
N/A
2.23K $5.37B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.38K
- 95.96%
$404.94 - $499.99 $963K - $1.19M
100 $1.2B
CAT
Caterpillar Inc

Industrials
-2.09K
- 86.42%
$390.92 - $477.15 $818K - $999K
329 $1.15B
ORCL
Oracle Corp

Technology
-4.08K
- 90.37%
$218.96 - $328.33 $894K - $1.34M
435 $1.21B
IAU
Ishares Gold Trust

ETFs
-16.9K
- 96.49%
$61.62 - $72.77 $1.04M - $1.23M
615 $1.32B
SLV
I Shares Silver Trust

ETFs
-23.5K
- 97.41%
$32.73 - $42.5 $769K - $998K
625 $1.04B
AAPL
Apple Inc.

Technology
-8.22K
- 99.4%
$202.38 - $256.87 $1.66M - $2.11M
50 $2.05B
BOND
Pimco Active Bond Exchange Tra

ETFs
-16.3K
- 58.64%
$90.83 - $93.81 $1.48M - $1.53M
11.5K $2.92B
VGSH
Vanguard

ETFs
-70.4K
- 93.29%
$58.43 - $58.88 $4.11M - $4.15M
5.06K $4.85B
AVDE
American Centy ETF Tr Avantis

ETFs
-28.3K
- 75.78%
$73.24 - $79.04 $2.07M - $2.24M
9.05K $3.22B
VO
Vanguard Mid Cap ETF

ETFs
-8.22K
- 80.39%
$279.83 - $293.74 $2.3M - $2.41M
2.01K $3.36B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-115K
- 89.21%
$45.26 - $46.63 $5.23M - $5.38M
14K $6.55B
2023 ETF Series Trust Ii
-83K
- 95.51%
N/A
3.9K $3.59B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-244K
- 92.92%
$26.38 - $27.95 $6.43M - $6.81M
18.6K $7.7B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-79.2K
- 95.64%
N/A
3.61K $8.55B
IXUS
Ishares Tr

ETFs
-87.1K
- 78.21%
$76.35 - $82.58 $6.65M - $7.2M
24.3K $9.9B
AVUS
American Centy ETF Tr Avantis

ETFs
-131K
- 94.76%
$101.2 - $109.16 $13.2M - $14.3M
7.23K $15.4B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-15.5K
- 70.16%
$63.41 - $69.69 $985K - $1.08M
6.6K $3.5B
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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