Accredited Wealth Management, LLC Sells in Q3 2025

Accredited Wealth Management, LLC

  • $134 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
-335
- 99.41%
$39.76 - $45.82 $13.3K - $15.3K
2 $15.5M
XOM
Exxon Mobil Corp

Energy
-354
- 86.76%
$105.83 - $117.22 $37.5K - $41.5K
54 $46.1M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-2.2K
- 94.41%
$50.9 - $52.37 $112K - $115K
130 $122M
CRSP
Crispr Therapeutics Ag

Healthcare
-21
- 14.0%
$48.51 - $68.14 $1.02K - $1.43K
129 $9.72M
Brookfield Corp
-143
- 38.54%
N/A
228 $25.4M
CSX
Csx Corp

Industrials
-800
- 88.89%
$32.05 - $36.52 $25.6K - $29.2K
100 $32M
XLE
Energy Sector Spdr

ETFs
-530
- 84.13%
$84.25 - $91.99 $44.7K - $48.8K
100 $56.3M
MA
Mastercard Inc

Financial Services
-254
- 62.72%
$550.18 - $598.96 $140K - $152K
151 $231M
RJF
Raymond James Financial Inc

Financial Services
-96
- 64.43%
$154.64 - $176.43 $14.8K - $16.9K
53 $25.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-537
- 67.13%
$42.26 - $47.16 $22.7K - $25.3K
263 $37.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-668
- 95.43%
$49.43 - $54.52 $33K - $36.4K
32 $37.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-573
- 99.48%
$74.93 - $80.73 $42.9K - $46.3K
3 $46.5M
AXP
American Express CO

Financial Services
-152
- 58.91%
$294.27 - $342.31 $44.7K - $52K
106 $85.9M
MS
Morgan Stanley

Financial Services
-162
- 84.38%
$139.09 - $161.16 $22.5K - $26.1K
30 $30.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-708
- 77.97%
$87.29 - $93.61 $61.8K - $66.3K
200 $84.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.53K
- 75.38%
$24.46 - $26.5 $37.4K - $40.6K
500 $53.5M
NVS
Novartis Ag

Healthcare
-500
- 90.91%
$113.5 - $129.73 $56.8K - $64.9K
50 $70.5M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-987
- 76.81%
$33.13 - $36.31 $32.7K - $35.8K
298 $46.5M
NTRS
Northern Trust Corp

Financial Services
-471
- 91.28%
$123.6 - $134.6 $58.2K - $63.4K
45 $69.9M
USB
Us Bancorp \De\

Financial Services
-1.25K
- 92.57%
$43.94 - $50.41 $54.7K - $62.8K
100 $65.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.14K
- 65.13%
$21.69 - $23.34 $133K - $143K
3.29K $213M
VEA
Vanguard Ftse Developed Market

ETFs
-330
- 18.7%
$56.02 - $60.3 $18.5K - $19.9K
1.44K $106M
IYW
Ishares Dj Us Tech ETF

ETFs
-62
- 26.16%
$171.38 - $197.01 $10.6K - $12.2K
175 $46.4M
HUM
Humana Inc

Healthcare
-362
- 99.18%
$220.41 - $312.0 $79.8K - $113K
3 $95.3M
WMT
Walmart Inc.

Consumer Defensive
-1.04K
- 94.98%
$94.4 - $104.27 $98.2K - $108K
55 $113M
PLTR
Palantir Technologies Inc.

Technology
-46
- 60.53%
$130.68 - $186.97 $6.01K - $8.6K
30 $16.6M
MUB
Ishares National Muni Bond ETF

ETFs
-447
- 75.63%
$103.24 - $106.68 $46.1K - $47.7K
144 $68.2M
DUK
Duke Energy Corp

Utilities
-51
- 60.71%
$116.31 - $125.93 $5.93K - $6.42K
33 $16.6M
AVAV
Aero Vironment Inc

Industrials
-150
- 75.0%
$226.08 - $314.89 $33.9K - $47.2K
50 $64.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-35
- 8.05%
$89.32 - $107.82 $3.13K - $3.77K
400 $46.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-545
- 36.33%
$88.47 - $93.24 $48.2K - $50.8K
955 $142M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-311
- 35.95%
$134.94 - $145.86 $42K - $45.4K
554 $126M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-105
- 51.22%
$567.77 - $614.76 $59.6K - $64.5K
100 $126M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.1K
- 52.71%
$45.6 - $46.92 $459K - $473K
9.04K $893M
SYY
Sysco Corp

Consumer Defensive
-1.12K
- 78.92%
$76.33 - $82.51 $85.7K - $92.7K
300 $117M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-931
- 54.57%
$79.76 - $85.78 $74.3K - $79.9K
775 $146M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-617
- 86.05%
$459.11 - $506.91 $283K - $313K
100 $358M
AMGN
Amgen Inc

Healthcare
-3.05K
- 93.85%
$271.18 - $309.22 $827K - $943K
200 $917M
Blackrock Inc
-82
- 95.35%
N/A
4 $100M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-64
- 47.76%
$420.11 - $472.68 $26.9K - $30.3K
70 $67.5M
MRK
Merck & Co., Inc.

Healthcare
-2.06K
- 89.63%
$77.6 - $87.37 $160K - $180K
238 $195M
LKQ
Lkq Corp

Consumer Cyclical
-137
- 49.82%
$29.24 - $39.21 $4.01K - $5.37K
138 $21.4M
Vanguard Wellington Fd
-819
- 61.35%
N/A
516 $146M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-293
- 96.7%
$393.18 - $439.39 $115K - $129K
10 $132M
LOW
Lowes Companies Inc

Consumer Cyclical
-387
- 92.81%
$215.01 - $273.02 $83.2K - $106K
30 $105M
PFE
Pfizer Inc

Healthcare
-5.42K
- 96.42%
$23.29 - $25.88 $126K - $140K
201 $149M
SUB
Ishares Short Term National Mu

ETFs
-2.03K
- 97.5%
$106.17 - $107.3 $215K - $218K
52 $234M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.61K
- 63.97%
$28.92 - $32.19 $104K - $116K
2.03K $180M
CVS
Cvs Health Corp

Healthcare
-3.08K
- 94.62%
$58.75 - $76.5 $181K - $236K
175 $241M
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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