Accredited Investors Inc. Reduced Holdings in Q2 2024

Accredited Investors Inc.

  • $1.55 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-98.3K
- 4.08%
$56.43 - $60.79 $5.55M - $5.98M
2.31M $135M
UPS
United Parcel Service Inc

Industrials
-115
- 0.01%
$134.2 - $152.27 $15.4K - $17.5K
785K $107M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-33.7K
- 3.7%
$76.09 - $82.16 $2.57M - $2.77M
878K $68.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-39.3K
- 19.1%
$95.11 - $97.92 $3.74M - $3.85M
167K $16.2M
AAXJ
Ishares Msci All Country Asia

ETFs
-55.9K
- 88.22%
$65.49 - $73.45 $3.66M - $4.11M
7.47K $537K
TSLA
Tesla, Inc.

Consumer Cyclical
-18.3K
- 70.42%
$142.05 - $197.88 $2.59M - $3.61M
7.67K $1.52M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-30.2K
- 3.32%
$47.37 - $50.09 $1.43M - $1.51M
879K $42.9M
IWM
Ishares Russell 2000 ETF

ETFs
-2.77K
- 1.14%
$192.84 - $209.44 $534K - $580K
239K $48.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
-8.15K
- 3.42%
$105.7 - $113.43 $861K - $924K
230K $25.4M
IWS
Ishares Russell Midcap Value E

ETFs
-9.51K
- 10.52%
$117.31 - $125.13 $1.12M - $1.19M
80.9K $9.77M
RBLX
Roblox Corp

Communication Services
-3K
- 0.24%
$30.42 - $40.54 $91.3K - $122K
1.26M $47.1M
GIS
General Mills Inc

Consumer Defensive
-159
- 0.12%
$63.26 - $71.61 $10.1K - $11.4K
129K $8.13M
EFV
Msci Eafe Value ETF

ETFs
-8.33K
- 3.12%
$52.34 - $56.41 $436K - $470K
259K $13.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.31K
- 77.29%
$87.78 - $94.67 $729K - $787K
2.44K $224K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-3.9K
- 1.14%
$36.99 - $39.96 $144K - $156K
338K $13M
FNDA
Schwab Fundamental U S Small C

ETFs
-2.86K
- 1.01%
$52.82 - $57.21 $151K - $164K
281K $15.4M
VGLT
Vanguard Long Term Treasury Et

ETFs
-4.66K
- 1.64%
$55.25 - $59.25 $258K - $276K
280K $16.2M
FAST
Fastenal CO

Industrials
-3.3K
- 18.18%
$62.84 - $76.63 $207K - $253K
14.9K $933K
ARCC
Ares Capital Corp

Financial Services
-14K
- 56.63%
$20.24 - $21.58 $284K - $303K
10.8K $224K
CAT
Caterpillar Inc

Industrials
-494
- 17.4%
$321.47 - $379.3 $159K - $187K
2.35K $781K
ACN
Accenture PLC

Technology
-49
- 0.88%
$281.76 - $339.17 $13.8K - $16.6K
5.52K $1.67M
IWD
Ishares Russell 1000 Val ETF

ETFs
-777
- 5.18%
$169.4 - $179.05 $132K - $139K
14.2K $2.48M
DIS
Walt Disney CO

Communication Services
-140
- 1.71%
$99.29 - $122.82 $13.9K - $17.2K
8.06K $800K
BMY
Bristol Myers Squibb CO

Healthcare
-104
- 0.7%
$40.25 - $52.99 $4.19K - $5.51K
14.8K $614K
AON
Aon PLC

Financial Services
-16
- 0.38%
$275.82 - $329.64 $4.41K - $5.27K
4.18K $1.23M
BA
Boeing CO

Industrials
-737
- 31.63%
$164.33 - $191.42 $121K - $141K
1.59K $289K
MDT
Medtronic PLC

Healthcare
-782
- 6.9%
$78.71 - $87.02 $61.6K - $68K
10.6K $831K
VB
Vanguard Small Cap ETF

ETFs
-24
- 0.18%
$210.76 - $226.94 $5.06K - $5.45K
13.5K $2.93M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.25K
- 33.37%
$95.76 - $100.68 $120K - $126K
2.5K $240K
V
Visa Inc.

Financial Services
-139
- 2.32%
$262.47 - $281.5 $36.5K - $39.1K
5.86K $1.54M
DXCM
Dexcom Inc

Healthcare
-136
- 2.93%
$110.31 - $140.45 $15K - $19.1K
4.51K $511K
KBWR
Invesco ETF Tr Ii Kbw Regional

ETFs
-2.14K
- 18.01%
$46.42 - $51.54 $99.2K - $110K
9.73K $478K
SHV
Ishares Tr

ETFs
-1.11K
- 28.51%
$110.04 - $110.51 $122K - $123K
2.78K $307K
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 1.31%
$249.37 - $280.22 $13K - $14.6K
3.91K $996K
VO
Vanguard Mid Cap ETF

ETFs
-333
- 10.14%
$234.99 - $248.98 $78.3K - $82.9K
2.95K $714K
MRK
Merck & Co., Inc.

Healthcare
-1
- 0.01%
$123.8 - $132.96 $124 - $133
11.7K $1.45M
ABBV
Abb Vie Inc.

Healthcare
-96
- 1.42%
$154.79 - $180.76 $14.9K - $17.4K
6.69K $1.15M
IBM
International Business Machines Corp

Technology
-29
- 0.71%
$164.43 - $190.9 $4.77K - $5.54K
4.07K $703K
TECH
Bio Techne Corp

Healthcare
-896
- 17.05%
$62.12 - $84.15 $55.7K - $75.4K
4.36K $312K
COP
Conocophillips

Energy
-145
- 6.66%
$109.39 - $133.52 $15.9K - $19.4K
2.03K $232K
BK
Bank Of New York Mellon Corp

Financial Services
-1K
- 15.38%
$54.0 - $60.74 $54K - $60.7K
5.5K $329K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-48
- 1.02%
$58.03 - $67.92 $2.79K - $3.26K
4.65K $269K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-345
- 0.82%
$30.89 - $32.89 $10.7K - $11.3K
41.8K $1.33M
IEFA
Ishares Tr

ETFs
-325
- 4.93%
$70.77 - $76.19 $23K - $24.8K
6.26K $455K
AXP
American Express CO

Financial Services
-175
- 4.57%
$217.5 - $243.08 $38.1K - $42.5K
3.65K $845K
AMT
American Tower Corp

Real Estate
-91
- 5.75%
$171.0 - $200.41 $15.6K - $18.2K
1.49K $289K
PFE
Pfizer Inc

Healthcare
-941
- 4.49%
$25.26 - $29.6 $23.8K - $27.9K
20K $560K
XEL
Xcel Energy Inc

Utilities
-160
- 0.75%
$52.53 - $56.74 $8.4K - $9.08K
21.2K $1.13M
FDX
Fedex Corp

Industrials
-67
- 7.75%
$245.11 - $299.84 $16.4K - $20.1K
797 $238K
Activity Summary
Buys All Purchases 103 New Holdings 23 Increased Positions 80 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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