Accredited Investors Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 228 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $167M, American Centy ETF Tr Avantis with a value of $160M, Schwab Strategic Tr Us Broad M with a value of $111M, United Parcel Service Inc with a value of $99M, and Ishares Core S&P Sm Cap ETF with a value of $88.8M.
Examining the 13F form we can see an decrease of $31.6M in the current position value, from $1.68B to 1.65B.
Below you can find more details about Accredited Investors Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
ETFs: $1.16 Billion
Industrials: $137 Million
Technology: $100 Million
Consumer Cyclical: $71.1 Million
Communication Services: $70.7 Million
Financial Services: $53.3 Million
Healthcare: $21.1 Million
Consumer Defensive: $18.5 Million
Other: $7.56 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
