Accredited Wealth Management, LLC Portfolio Holdings

Accredited Wealth Management, LLC

  • $114 Billion
  • Q4 2024

Accredited Wealth Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 408 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $12.8B, Vaneck Morningstar Wide Moat E with a value of $7.8B, Ishares Tr with a value of $7.45B, Schwab Strategic Tr Us Dividen with a value of $6.32B, and Fidelity Merrimack Str Tr Tota with a value of $4.77B.

Examining the 13F form we can see an increase of $114B in the current position value.

Accredited Wealth Management, LLC is based out at Louisville, KY

Below you can find more details about Accredited Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $85.5 Billion
Technology: $6.29 Billion
Healthcare: $4.72 Billion
Financial Services: $3.33 Billion
Industrials: $3.28 Billion
Consumer Defensive: $2.93 Billion
Consumer Cyclical: $1.73 Billion
Communication Services: $1.52 Billion
Other: $709 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Billion 11.24% of portfolio
132,537
Q4 2024 New
$0
$7.8 Billion 6.82% of portfolio
84,076
Q4 2024 New
$0
$7.45 Billion 6.52% of portfolio
112,679
Q4 2024 New
$0
$6.32 Billion 5.53% of portfolio
231,204
Q4 2024 New
$0
$4.77 Billion 4.17% of portfolio
105,776
Q4 2024 New
$0
$4.48 Billion 3.92% of portfolio
55,945
Q4 2024 New
$0
$4.46 Billion 3.9% of portfolio
22,752
Q4 2024 New
$0
$4.04 Billion 3.53% of portfolio
21,260
Q4 2024 New
2023 ETF Series Trust Ii
-
$3.09 Billion 2.7% of portfolio
-
Q4 2024 New
$0
$2.97 Billion 2.6% of portfolio
38,421
Q4 2024 New
$0
$2.89 Billion 2.53% of portfolio
49,715
Q4 2024 New
$3.93T
$2.39 Billion 2.09% of portfolio
9,528
Q4 2024 New
$0
$2.28 Billion 2.0% of portfolio
8,634
Q4 2024 New
$3.04T
$2.21 Billion 1.94% of portfolio
5,250
Q4 2024 New
$0
$2.19 Billion 1.92% of portfolio
35,729
Q4 2024 New
$0
$1.89 Billion 1.66% of portfolio
20,864
Q4 2024 New
$0
$1.72 Billion 1.51% of portfolio
23,927
Q4 2024 New
$0
$1.67 Billion 1.46% of portfolio
29,075
Q4 2024 New
$0
$1.44 Billion 1.26% of portfolio
12,524
Q4 2024 New
$0
$1.35 Billion 1.18% of portfolio
20,688
Q4 2024 New
$208B
$1.25 Billion 1.1% of portfolio
2,409
Q4 2024 New
$46.2B
$1.26 Billion 1.1% of portfolio
25,451
Q4 2024 New
$2.33T
$1.14 Billion 1.0% of portfolio
5,199
Q4 2024 New
$128B
$1.13 Billion 0.99% of portfolio
3,842
Q4 2024 New
$377B
$1.01 Billion 0.89% of portfolio
23,058
Q4 2024 New
$0
$909 Million 0.8% of portfolio
30,012
Q4 2024 New
$187B
$879 Million 0.77% of portfolio
2,422
Q4 2024 New
$156B
$847 Million 0.74% of portfolio
3,250
Q4 2024 New
$298B
$802 Million 0.7% of portfolio
12,889
Q4 2024 New
$811B
$795 Million 0.7% of portfolio
3,315
Q4 2024 New
$0
$751 Million 0.66% of portfolio
16,615
Q4 2024 New
$470B
$753 Million 0.66% of portfolio
4,518
Q4 2024 New
$0
$711 Million 0.62% of portfolio
7,061
Q4 2024 New
$15.4B
$660 Million 0.58% of portfolio
25,055
Q4 2024 New
$386B
$634 Million 0.55% of portfolio
3,783
Q4 2024 New
$130B
$621 Million 0.54% of portfolio
6,719
Q4 2024 New
$0
$548 Million 0.48% of portfolio
21,212
Q4 2024 New
$1.11T
$521 Million 0.46% of portfolio
2,750
Q4 2024 New
Canadian Pacific Kansas City
-
$502 Million 0.44% of portfolio
-
Q4 2024 New
$115B
$478 Million 0.42% of portfolio
8,449
Q4 2024 New
$1.14T
$444 Million 0.39% of portfolio
2,334
Q4 2024 New
$0
$441 Million 0.39% of portfolio
9,114
Q4 2024 New
$0
$422 Million 0.37% of portfolio
4,430
Q4 2024 New
$0
$405 Million 0.35% of portfolio
8,089
Q4 2024 New
$0
$392 Million 0.34% of portfolio
17,249
Q4 2024 New
$0
$393 Million 0.34% of portfolio
3,413
Q4 2024 New
$0
$388 Million 0.34% of portfolio
8,409
Q4 2024 New
$802B
$334 Million 0.29% of portfolio
433
Q4 2024 New
$0
$336 Million 0.29% of portfolio
5,391
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 408
  • Current Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 357 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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