Accredited Wealth Management, LLC New Holdings in Q4 2024

Accredited Wealth Management, LLC

  • $114 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
80
New
$216.72 - $244.71 $17.3K - $19.6K
80 $18.8M
Gsk PLC
547
New
N/A
547 $18.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
72
New
$241.48 - $274.89 $17.4K - $19.8K
72 $18.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
250
New
$70.1 - $76.53 $17.5K - $19.1K
250 $17.7M
HUBS
Hubspot Inc

Technology
25
New
$514.07 - $757.4 $12.9K - $18.9K
25 $17.4M
C
Citigroup Inc

Financial Services
245
New
$61.31 - $72.5 $15K - $17.8K
245 $17.3M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
500
New
$33.7 - $37.69 $16.9K - $18.8K
500 $17.2M
LUV
Southwest Airlines CO

Industrials
506
New
$28.99 - $34.84 $14.7K - $17.6K
506 $17.1M
MET
Metlife Inc

Financial Services
200
New
$78.15 - $88.25 $15.6K - $17.7K
200 $16.4M
IGM
Ishares Expanded Tech Sector E

ETFs
154
New
$94.19 - $106.95 $14.5K - $16.5K
154 $15.7M
EFX
Equifax Inc

Industrials
61
New
$245.03 - $293.5 $14.9K - $17.9K
61 $15.5M
SJM
J M Smucker CO

Consumer Defensive
140
New
$106.92 - $121.75 $15K - $17K
140 $15.4M
IEFA
Ishares Tr

ETFs
219
New
$70.06 - $77.43 $15.3K - $17K
219 $15.4M
CTRA
Coterra Energy Inc.

Energy
578
New
$22.71 - $27.63 $13.1K - $16K
578 $14.8M
VB
Vanguard Small Cap ETF

ETFs
61
New
$233.76 - $261.58 $14.3K - $16K
61 $14.7M
XLF
Financial Sector Spdr

ETFs
300
New
$44.89 - $51.34 $13.5K - $15.4K
300 $14.5M
CACI
Caci International Inc

Technology
35
New
N/A
35 $14.1M
MPC
Marathon Petroleum Corp

Energy
101
New
$131.65 - $174.84 $13.3K - $17.7K
101 $14.1M
AMT
American Tower Corp

Real Estate
75
New
$179.4 - $232.01 $13.5K - $17.4K
75 $13.9M
HBI
Hanesbrands Inc.

Consumer Cyclical
1.7K
New
$6.91 - $8.91 $11.7K - $15.1K
1.7K $13.8M
PNC
Pnc Financial Services Group, Inc.

Financial Services
70
New
$178.39 - $215.0 $12.5K - $15.1K
70 $13.5M
NFLX
Netflix Inc

Communication Services
15
New
$687.65 - $936.56 $10.3K - $14K
15 $13.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
261
New
$51.09 - $55.27 $13.3K - $14.4K
261 $13.4M
XLK
Technology Sector Spdr

ETFs
57
New
$220.26 - $241.44 $12.6K - $13.8K
57 $13.3M
MKC
Mccormick & CO Inc

Consumer Defensive
171
New
$73.97 - $84.09 $12.6K - $14.4K
171 $13.1M
CMCSA
Comcast Corp

Communication Services
349
New
$37.39 - $45.14 $13K - $15.8K
349 $13.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
70
New
$183.23 - $199.79 $12.8K - $14K
70 $13M
VUSB
Vanguard Bd Index Fds
260
New
N/A
260 $12.9M
EEM
Ishares Msci Emerging Markets

ETFs
307
New
$41.82 - $47.36 $12.8K - $14.5K
307 $12.8M
TAP
Molson Coors Beverage CO

Consumer Defensive
224
New
$53.97 - $63.88 $12.1K - $14.3K
224 $12.8M
RYT
Invesco S&P 500 Equal Weight T

ETFs
340
New
N/A
340 $12.7M
VLO
Valero Energy Corp

Energy
100
New
$118.59 - $144.02 $11.9K - $14.4K
100 $12.3M
PRF
Invesco Exchange Traded Fd Tr

ETFs
300
New
$40.15 - $42.9 $12K - $12.9K
300 $12.1M
MDT
Medtronic PLC

Healthcare
149
New
$79.61 - $92.24 $11.9K - $13.7K
149 $12M
IP
International Paper CO

Consumer Cyclical
220
New
$46.64 - $59.57 $10.3K - $13.1K
220 $11.8M
ALL
Allstate Corp

Financial Services
60
New
$181.25 - $208.2 $10.9K - $12.5K
60 $11.6M
AVEM
American Centy ETF Tr Avantis

ETFs
194
New
$58.59 - $66.14 $11.4K - $12.8K
194 $11.4M
IAT
Ishares Tr

ETFs
220
New
$46.07 - $56.9 $10.1K - $12.5K
220 $11.1M
ETN
Eaton Corp PLC

Industrials
33
New
$326.96 - $377.52 $10.8K - $12.5K
33 $11M
FSK
Fs Kkr Capital Corp

Financial Services
500
New
$19.71 - $22.22 $9.86K - $11.1K
500 $10.9M
J P Morgan Exchange Traded F
175
New
N/A
175 $10.9M
Blacksky Technology Inc
1K
New
N/A
1K $10.8M
CMP
Compass Minerals International Inc

Basic Materials
940
New
$10.59 - $15.7 $9.95K - $14.8K
940 $10.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
130
New
$80.87 - $87.69 $10.5K - $11.4K
130 $10.6M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
400
New
$26.16 - $29.13 $10.5K - $11.7K
400 $10.5M
IEMG
Ishares Inc

ETFs
200
New
N/A
200 $10.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
138
New
$75.1 - $82.99 $10.4K - $11.5K
138 $10.4M
MRNA
Moderna, Inc.

Healthcare
250
New
$36.85 - $63.93 $9.21K - $16K
250 $10.4M
FNDF
Schwab Fundamental Intl Large

ETFs
299
New
$32.92 - $37.15 $9.84K - $11.1K
299 $9.93M
Activity Summary
Buys All Purchases 357 New Holdings 357 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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