Accredited Investors
Latest statistics and disclosures from Accredited Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, UPS, AVDV, IJR, EFA, and represent 33.85% of Accredited Investors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$129M), AMZN (+$43M), AVDV (+$24M), VEU (+$23M), VTV, CLSK, FNDA, SCHB, IJR, UNH.
- Started 18 new stock positions in CLSK, TSM, RPG, ELF, CMCSA, DIA, VTEB, SCHX, QUAL, VOT. VERV, IXUS, DE, CSR, BABA, DVY, UNP, SLB.
- Reduced shares in these 10 stocks: AAXJ (-$33M), AGG (-$13M), SHV (-$6.9M), EFA (-$6.6M), TLT, RBLX, SPYV, BRK.B, TSLA, MSTR.
- Sold out of its positions in DUK, FIVE, CRM.
- Accredited Investors was a net buyer of stock by $150M.
- Accredited Investors has $1.6B in assets under management (AUM), dropping by 10.34%.
- Central Index Key (CIK): 0001518364
Tip: Access up to 7 years of quarterly data
Positions held by Accredited Investors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Accredited Investors
Accredited Investors holds 210 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.4 | $146M | +719% | 2.4M | 60.74 |
|
| United Parcel Service CL B (UPS) | 7.5 | $117M | 785k | 148.63 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 6.9 | $107M | +29% | 1.6M | 65.86 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.4 | $84M | 761k | 110.52 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.7 | $73M | -8% | 912k | 79.86 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.3 | $67M | +52% | 1.1M | 58.65 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $64M | 123k | 525.73 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 4.1 | $63M | +2% | 1.0M | 61.05 |
|
| 1/100 Berkshire Hathaway Cl A | 3.7 | $58M | 9.1k | 6344.40 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 3.7 | $57M | +9% | 352k | 162.86 |
|
| Amazon (AMZN) | 3.4 | $53M | +451% | 293k | 180.38 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.3 | $51M | -3% | 242k | 210.30 |
|
| Roblox Corp Cl A (RBLX) | 3.1 | $48M | -5% | 1.3M | 38.18 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.9 | $46M | -5% | 910k | 50.10 |
|
| Apple (AAPL) | 2.7 | $42M | -4% | 245k | 171.48 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $33M | -3% | 99k | 337.05 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.7 | $27M | -2% | 238k | 114.14 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $25M | 496k | 50.17 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $20M | -39% | 206k | 97.94 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.3 | $20M | -2% | 178k | 110.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $18M | -10% | 43k | 420.52 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.1 | $17M | -5% | 285k | 59.24 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 1.0 | $16M | +16% | 284k | 57.03 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.9 | $15M | -7% | 267k | 54.40 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.9 | $14M | 342k | 40.27 |
|
|
| Automatic Data Processing (ADP) | 0.8 | $13M | 51k | 249.74 |
|
|
| Microstrategy Cl A New (MSTR) | 0.8 | $13M | -13% | 7.4k | 1704.59 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $12M | 24k | 523.07 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.7 | $11M | 90k | 125.33 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.6 | $9.6M | -4% | 246k | 39.28 |
|
| General Mills (GIS) | 0.6 | $9.0M | 129k | 69.97 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.5 | $7.7M | +3% | 164k | 47.06 |
|
| Microsoft Corporation (MSFT) | 0.5 | $7.7M | +5% | 18k | 420.71 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $6.7M | 26k | 259.90 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.4 | $6.5M | 23k | 286.61 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.4 | $6.1M | +3% | 80k | 76.11 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $5.9M | 6.5k | 902.71 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.3 | $5.4M | 50k | 109.17 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.3 | $4.8M | +4% | 61k | 79.91 |
|
| Tesla Motors (TSLA) | 0.3 | $4.6M | -31% | 26k | 175.79 |
|
| Alphabet Inc Cap STK CL C (GOOG) | 0.3 | $4.5M | -13% | 29k | 152.26 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.3 | $4.3M | -88% | 63k | 67.75 |
|
| UnitedHealth (UNH) | 0.3 | $4.2M | +16% | 8.5k | 494.68 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $3.9M | -6% | 38k | 100.81 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $3.3M | 48k | 68.13 |
|
|
| 3M Company (MMM) | 0.2 | $3.2M | 31k | 106.07 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.1M | 11k | 288.03 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $3.1M | 14k | 228.59 |
|
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.2 | $2.9M | -2% | 64k | 45.15 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $2.8M | 16k | 175.27 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $2.7M | +2% | 14k | 200.30 |
|
| Cleanspark Com New (CLSK) | 0.2 | $2.7M | NEW | 127k | 21.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.7M | 15k | 179.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | +5% | 3.3k | 778.00 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $2.5M | 57k | 44.70 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.5M | 5.2k | 480.75 |
|
|
| Costco Whsl Corp New Com (COST) | 0.2 | $2.4M | -18% | 3.2k | 732.72 |
|
| Alphabet Inc Cap Stk Cl A (GOOGL) | 0.1 | $2.3M | -11% | 15k | 150.93 |
|
| Gra (GGG) | 0.1 | $2.2M | -2% | 24k | 93.46 |
|
| Meta Platforms Cl A (META) | 0.1 | $2.1M | 4.4k | 485.60 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.9M | 5.6k | 346.61 |
|
|
| Travelers Companies (TRV) | 0.1 | $1.9M | 8.2k | 230.14 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.8M | 11k | 162.25 |
|
|
| Tactile Systems Technology, In (TCMD) | 0.1 | $1.8M | 111k | 16.25 |
|
|
| Pepsi (PEP) | 0.1 | $1.8M | +4% | 10k | 175.02 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.8M | 30k | 60.30 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.8M | -8% | 73k | 24.48 |
|
| Target Corporation (TGT) | 0.1 | $1.7M | +28% | 9.8k | 177.21 |
|
| Visa Com Cl A (V) | 0.1 | $1.7M | 6.0k | 279.08 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | +4% | 3.7k | 443.98 |
|
| Tennant Company (TNC) | 0.1 | $1.6M | -14% | 13k | 121.61 |
|
| Home Depot (HD) | 0.1 | $1.6M | -4% | 4.1k | 383.59 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.6M | +8% | 13k | 116.24 |
|
| Merck & Co (MRK) | 0.1 | $1.5M | +2% | 12k | 131.95 |
|
| SPS Commerce (SPSC) | 0.1 | $1.5M | 7.9k | 184.90 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $1.4M | 4.2k | 333.72 |
|
|
| Fastenal Company (FAST) | 0.1 | $1.4M | 18k | 77.14 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.4M | 42k | 32.48 |
|
|
| General Electric Com New (GE) | 0.1 | $1.4M | 7.7k | 175.52 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | 12k | 113.66 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.3M | -24% | 10k | 125.61 |
|
| Abbvie (ABBV) | 0.1 | $1.2M | 6.8k | 182.10 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.2M | 10k | 115.31 |
|
|
| Xcel Energy (XEL) | 0.1 | $1.1M | +2% | 21k | 53.75 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.1M | 7.2k | 158.20 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | +5% | 4.0k | 281.94 |
|
| Cleveland-cliffs New Com (CLF) | 0.1 | $1.1M | -5% | 46k | 22.74 |
|
| Caterpillar (CAT) | 0.1 | $1.0M | 2.8k | 366.39 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.0M | -78% | 11k | 94.62 |
|
| Walt Disney Company (DIS) | 0.1 | $1.0M | 8.2k | 122.36 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.0M | 4.9k | 206.25 |
|
|
| Medtronic PLC SHS (MDT) | 0.1 | $988k | 11k | 87.15 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $976k | 11k | 92.72 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $895k | 24k | 37.92 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $874k | -16% | 8.1k | 107.60 |
|
| American Express Company (AXP) | 0.1 | $872k | +2% | 3.8k | 227.72 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $820k | 3.3k | 249.86 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $808k | 15k | 54.23 |
|
|
| Heartland Financial USA (HTLF) | 0.1 | $794k | 23k | 35.15 |
|
|
| International Business Machines (IBM) | 0.1 | $782k | -4% | 4.1k | 190.96 |
|
| Wal-Mart Stores (WMT) | 0.0 | $748k | +264% | 12k | 60.17 |
|
| Chevron Corp New Com (CVX) | 0.0 | $739k | +3% | 4.7k | 157.76 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $732k | 3.6k | 204.86 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $706k | 2.6k | 270.80 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.0 | $703k | -2% | 8.5k | 82.97 |
|
| Wells Fargo New Com (WFC) | 0.0 | $685k | -38% | 12k | 57.96 |
|
| Intel Corporation (INTC) | 0.0 | $679k | -3% | 15k | 44.17 |
|
| Cadence Design Systems (CDNS) | 0.0 | $666k | 2.1k | 311.28 |
|
|
| Dex (DXCM) | 0.0 | $644k | +2% | 4.6k | 138.70 |
|
| Celcuity (CELC) | 0.0 | $629k | 29k | 21.60 |
|
|
| Anthem (ELV) | 0.0 | $629k | 1.2k | 518.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $605k | 12k | 50.93 |
|
|
| Amgen (AMGN) | 0.0 | $602k | +47% | 2.1k | 284.31 |
|
| Analog Devices (ADI) | 0.0 | $595k | 3.0k | 197.79 |
|
|
| Nucor Corporation (NUE) | 0.0 | $592k | 3.0k | 197.91 |
|
|
| Pfizer (PFE) | 0.0 | $582k | -3% | 21k | 27.75 |
|
| Centerspace (CSR) | 0.0 | $570k | NEW | 10k | 57.14 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $561k | -6% | 1.0k | 556.51 |
|
| Coca-Cola Company (KO) | 0.0 | $557k | +4% | 9.1k | 61.18 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $544k | 1.8k | 304.65 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $538k | +29% | 2.9k | 182.62 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $534k | +201% | 2.4k | 225.94 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $527k | +8% | 906.00 | 581.21 |
|
| Philip Morris International (PM) | 0.0 | $519k | 5.7k | 91.62 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $516k | 25k | 20.82 |
|
|
| Netflix (NFLX) | 0.0 | $516k | 849.00 | 607.54 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $507k | 3.0k | 169.24 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $502k | 15k | 32.68 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $499k | 6.5k | 77.17 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $489k | 6.6k | 74.22 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $467k | 13k | 34.89 |
|
|
| Boeing Company (BA) | 0.0 | $450k | +7% | 2.3k | 193.03 |
|
| Amphenol Corp New Cl A (APH) | 0.0 | $440k | 3.8k | 115.35 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $430k | -94% | 3.9k | 110.54 |
|
| Honeywell International (HON) | 0.0 | $429k | 2.1k | 205.28 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $428k | +6% | 1.1k | 399.09 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $424k | -4% | 23k | 18.45 |
|
| Advanced Micro Devices (AMD) | 0.0 | $417k | -2% | 2.3k | 180.49 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $405k | -5% | 4.8k | 84.44 |
|
| Altria (MO) | 0.0 | $391k | 9.0k | 43.62 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $387k | 2.0k | 191.88 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $381k | +51% | 3.8k | 101.41 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $375k | +43% | 6.5k | 57.62 |
|
| Cisco Systems (CSCO) | 0.0 | $374k | -24% | 7.5k | 49.91 |
|
| Emerson Electric (EMR) | 0.0 | $373k | -13% | 3.3k | 113.42 |
|
| Bio-techne Corporation (TECH) | 0.0 | $370k | -15% | 5.3k | 70.39 |
|
| Waters Corporation (WAT) | 0.0 | $363k | 1.1k | 344.23 |
|
|
| Otter Tail Corporation (OTTR) | 0.0 | $362k | 4.2k | 86.40 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.0 | $362k | -10% | 6.7k | 53.66 |
|
| Ecolab (ECL) | 0.0 | $360k | -4% | 1.6k | 230.91 |
|
| Qualcomm (QCOM) | 0.0 | $359k | 2.1k | 169.30 |
|
|
| Veeva Sys Inc cl a (VEEV) | 0.0 | $341k | 1.5k | 231.69 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $340k | 495.00 | 687.61 |
|
|
| Broadcom (AVGO) | 0.0 | $330k | +14% | 249.00 | 1326.22 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $327k | 2.4k | 135.06 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $322k | 3.5k | 90.91 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $317k | +2% | 7.6k | 41.77 |
|
| Paypal Holdings (PYPL) | 0.0 | $315k | 4.7k | 66.99 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $314k | 4.9k | 64.40 |
|
|
| American Tower Corp New Com (AMT) | 0.0 | $313k | +6% | 1.6k | 197.57 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $304k | 2.2k | 139.01 |
|
|
| Mueller Industries (MLI) | 0.0 | $302k | 5.6k | 53.93 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $302k | +5% | 6.3k | 47.87 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $297k | 7.0k | 42.12 |
|
|
| Hubspot (HUBS) | 0.0 | $296k | 473.00 | 626.56 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $290k | 3.0k | 97.55 |
|
|
| Donaldson Company (DCI) | 0.0 | $290k | 3.9k | 74.69 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $288k | -33% | 1.2k | 239.76 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $286k | 3.1k | 91.25 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $284k | +6% | 2.2k | 129.34 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $280k | 2.6k | 105.80 |
|
|
| Ford Motor Company (F) | 0.0 | $278k | -3% | 21k | 13.28 |
|
| ConocoPhillips (COP) | 0.0 | $277k | +5% | 2.2k | 127.30 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $272k | NEW | 5.4k | 50.60 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $264k | 1.3k | 208.27 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $260k | 2.1k | 120.99 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $259k | -18% | 2.8k | 94.15 |
|
| Norfolk Southern (NSC) | 0.0 | $258k | 1.0k | 254.90 |
|
|
| Elf Beauty (ELF) | 0.0 | $255k | NEW | 1.3k | 196.03 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $254k | NEW | 1.9k | 136.05 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $254k | +3% | 17k | 15.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $253k | +8% | 526.00 | 481.48 |
|
| FedEx Corporation (FDX) | 0.0 | $250k | +8% | 864.00 | 289.76 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $249k | NEW | 3.7k | 67.85 |
|
| Southern Company (SO) | 0.0 | $241k | +7% | 3.4k | 71.74 |
|
| Nextera Energy (NEE) | 0.0 | $240k | -2% | 3.8k | 63.91 |
|
| Dollar Gen Corp New Com (DG) | 0.0 | $239k | -25% | 1.5k | 156.06 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $236k | NEW | 1.0k | 235.80 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $233k | 8.3k | 28.04 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $233k | NEW | 1.4k | 164.35 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $225k | NEW | 1.8k | 123.18 |
|
| Becton, Dickinson and (BDX) | 0.0 | $223k | 901.00 | 247.45 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $221k | NEW | 4.0k | 54.81 |
|
| Deere & Company (DE) | 0.0 | $221k | NEW | 539.00 | 410.48 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $218k | NEW | 3.5k | 62.06 |
|
| Comcast Corp New Cl A (CMCSA) | 0.0 | $217k | NEW | 5.0k | 43.35 |
|
| Invesco Exchange Traded T S&p500 Pur Gwt (RPG) | 0.0 | $215k | NEW | 5.9k | 36.72 |
|
| Rockwell Automation (ROK) | 0.0 | $212k | 728.00 | 291.22 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $210k | NEW | 528.00 | 397.76 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $210k | -2% | 461.00 | 454.96 |
|
| Union Pacific Corporation (UNP) | 0.0 | $209k | NEW | 851.00 | 246.04 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $207k | NEW | 2.9k | 72.36 |
|
| Verve Therapeutics (VERV) | 0.0 | $200k | NEW | 15k | 13.28 |
|
| At&t (T) | 0.0 | $198k | 11k | 17.60 |
|
|
| Edap Tms S A Sponsored Adr (EDAP) | 0.0 | $158k | 21k | 7.35 |
|
|
| Uranium Energy (UEC) | 0.0 | $90k | 13k | 6.75 |
|
|
| Granite Pt Mtg Tr Com Stk (GPMT) | 0.0 | $75k | 16k | 4.77 |
|
|
| Allurion Technologies Com Shs (ALUR) | 0.0 | $66k | 38k | 1.75 |
|
|
| Revance Therapeutics (RVNC) | 0.0 | $63k | 13k | 4.92 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $21k | 16k | 1.33 |
|
Past Filings by Accredited Investors
SEC 13F filings are viewable for Accredited Investors going back to 2011
- Accredited Investors 2024 Q1 filed May 14, 2024
- Accredited Investors 2023 Q4 filed Feb. 7, 2024
- Accredited Investors 2023 Q3 filed Nov. 7, 2023
- Accredited Investors 2023 Q2 filed Aug. 3, 2023
- Accredited Investors 2023 Q1 filed April 24, 2023
- Accredited Investors 2022 Q4 filed Feb. 7, 2023
- Accredited Investors 2022 Q3 filed Nov. 8, 2022
- Accredited Investors 2022 Q2 filed July 21, 2022
- Accredited Investors 2022 Q1 filed May 6, 2022
- Accredited Investors 2021 Q4 filed Jan. 31, 2022
- Accredited Investors 2021 Q3 filed Nov. 12, 2021
- Accredited Investors 2021 Q2 filed July 30, 2021
- Accredited Investors 2021 Q1 filed April 16, 2021
- Accredited Investors 2020 Q4 filed Feb. 11, 2021
- Accredited Investors 2020 Q3 filed Nov. 5, 2020
- Accredited Investors 2020 Q2 filed July 29, 2020