The Analysis of Accredited Investors Inc.'s Holdings
Currently, Accredited Investors Inc. holds 264 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in IWM (+75.1K shares, valued at $18.2M), AVDV (+86.8K shares, valued at $7.7M), VGK (+71.1K shares, valued at $5.7M); decreased their positions in IJH (-391.8K shares, valued at $25.6M), RBLX (-129.4K shares, valued at $17.9M), FNDA (-372.8K shares, valued at $11.6M); initiated new positions in TBIL (+22.5K shares, valued at $1.1M), PSEP (+24.5K shares, valued at $1.1M), KOCT (+19.3K shares, valued at $636.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVDV AMERICAN CENTY ETF TR2.6M shares3.48%2025-09-302025-10-30
SCHB SCHWAB STRATEGIC TR4.8M shares-1.59%2025-09-302025-10-30 IJH ISHARES TR1.6M shares-19.19%2025-09-302025-10-30 VTV VANGUARD INDEX FDS474.5K shares0.26%2025-09-302025-10-30 IVV ISHARES TR129.2K shares0.21%2025-09-302025-10-30 IJR ISHARES TR634.5K shares-6.11%2025-09-302025-10-30 IWM ISHARES TR303.5K shares32.86%2025-09-302025-10-30 UPS UNITED PARCEL SERVICE INC783.7K shares0.00%2025-09-302025-10-30 AAPL APPLE INC244.4K shares7.36%2025-09-302025-10-30 BRK.A BERKSHIRE HATHAWAY INC DEL79 shares0.00%2025-09-302025-10-30 EFA ISHARES TR621.8K shares-1.29%2025-09-302025-10-30 RBLX ROBLOX CORP376.6K shares-25.57%2025-09-302025-10-30 AMZN AMAZON COM INC232.4K shares-4.60%2025-09-302025-10-30 IWF ISHARES TR99.4K shares6.93%2025-09-302025-10-30 SPYV SPDR SERIES TRUST767.5K shares-2.66%2025-09-302025-10-30 VGK VANGUARD INTL EQUITY INDEX F428.9K shares19.88%2025-09-302025-10-30 IWP ISHARES TR200.8K shares-2.64%2025-09-302025-10-30 VT VANGUARD INTL EQUITY INDEX F201.2K shares-0.67%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL49.7K shares-3.49%2025-09-302025-10-30 MSFT MICROSOFT CORP42.2K shares7.84%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS363.1K shares-0.29%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR26.5K shares-0.63%2025-09-302025-10-30 EFV ISHARES TR242.9K shares-1.72%2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN51.9K shares-0.49%2025-09-302025-10-30 NVDA NVIDIA CORPORATION75.4K shares21.32%2025-09-302025-10-30 ESML ISHARES TR302.1K shares-6.38%2025-09-302025-10-30 CHRW C H ROBINSON WORLDWIDE INC100.8K shares-11.23%2025-09-302025-10-30 FNDA SCHWAB STRATEGIC TR427.2K shares-46.60%2025-09-302025-10-30 EAGG ISHARES TR246.0K shares3.65%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F152.1K shares-1.22%2025-09-302025-10-30 ONB OLD NATL BANCORP IND450.0K shares20.69%2025-09-302025-10-30 GOOG ALPHABET INC36.0K shares9.86%2025-09-302025-10-30 VO VANGUARD INDEX FDS29.3K shares-0.77%2025-09-302025-10-30 IWS ISHARES TR60.6K shares-9.66%2025-09-302025-10-30 PRFZ INVESCO EXCHANGE TRADED FD T186.4K shares-3.31%2025-09-302025-10-30 MGK VANGUARD WORLD FD20.6K shares-0.38%2025-09-302025-10-30 SUSA ISHARES TR56.6K shares1.89%2025-09-302025-10-30 VTI VANGUARD INDEX FDS21.6K shares-29.16%2025-09-302025-10-30 VB VANGUARD INDEX FDS25.5K shares0.10%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.20.4K shares-1.48%2025-09-302025-10-30 DMXF ISHARES TR79.7K shares-0.12%2025-09-302025-10-30 GIS GENERAL MLS INC118.1K shares0.17%2025-09-302025-10-30 ESGD ISHARES TR62.5K shares0.03%2025-09-302025-10-30 MMM 3M CO28.9K shares1.11%2025-09-302025-10-30 SUSB ISHARES TR172.1K shares5.91%2025-09-302025-10-30 USXF ISHARES TR74.9K shares-4.68%2025-09-302025-10-30 GOOGL ALPHABET INC17.4K shares22.55%2025-09-302025-10-30 IWB ISHARES TR10.7K shares0.00%2025-09-302025-10-30 VOO VANGUARD INDEX FDS6.4K shares2.21%2025-09-302025-10-30 UNH UNITEDHEALTH GROUP INC10.3K shares9.14%2025-09-302025-10-30 ORCL ORACLE CORP12.0K shares18.02%2025-09-302025-10-30 DSI ISHARES TR26.3K shares-5.67%2025-09-302025-10-30 VXUS VANGUARD STAR FDS43.6K shares0.02%2025-09-302025-10-30 IWD ISHARES TR14.5K shares-0.42%2025-09-302025-10-30 AGG ISHARES TR29.1K shares-1.90%2025-09-302025-10-30 LLY ELI LILLY & CO3.8K shares-1.06%2025-09-302025-10-30 USB US BANCORP DEL60.0K shares-6.45%2025-09-302025-10-30 META META PLATFORMS INC3.9K shares6.77%2025-09-302025-10-30 TSLA TESLA INC6.1K shares0.50%2025-09-302025-10-30 ITOT ISHARES TR16.0K shares-2.98%2025-09-302025-10-30 QQQ INVESCO QQQ TR3.9K shares-2.19%2025-09-302025-10-30 V VISA INC6.8K shares-1.19%2025-09-302025-10-30 TRV TRAVELERS COMPANIES INC8.3K shares-4.18%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW2.5K shares2.77%2025-09-302025-10-30 GGG GRACO INC25.5K shares-4.73%2025-09-302025-10-30 ABBV ABBVIE INC9.0K shares12.74%2025-09-302025-10-30 XOM EXXON MOBIL CORP18.1K shares7.89%2025-09-302025-10-30 HD HOME DEPOT INC4.9K shares2.04%2025-09-302025-10-30 ABT ABBOTT LABS14.4K shares-5.43%2025-09-302025-10-30 EUSB ISHARES TR39.2K shares0.53%2025-09-302025-10-30 GWX SPDR INDEX SHS FDS42.6K shares-0.76%2025-09-302025-10-30 XEL XCEL ENERGY INC21.1K shares-0.61%2025-09-302025-10-30 PG PROCTER AND GAMBLE CO11.0K shares0.31%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO5.0K shares0.02%2025-09-302025-10-30 TCMD TACTILE SYS TECHNOLOGY INC115.3K shares0.00%2025-09-302025-10-30 FAST FASTENAL CO31.9K shares-6.12%2025-09-302025-10-30 AON AON PLC4.2K shares-0.66%2025-09-302025-10-30 SCHG SCHWAB STRATEGIC TR45.7K shares0.00%2025-09-302025-10-30 MDY SPDR S&P MIDCAP 400 ETF TR2.4K shares56.00%2025-09-302025-10-30 APH AMPHENOL CORP NEW11.7K shares3.38%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON7.8K shares-8.06%2025-09-302025-10-30 WFC WELLS FARGO CO NEW17.1K shares-3.45%2025-09-302025-10-30 WMT WALMART INC13.5K shares-44.92%2025-09-302025-10-30 CDNS CADENCE DESIGN SYSTEM INC3.9K shares36.51%2025-09-302025-10-30 CELC CELCUITY INC27.1K shares-6.87%2025-09-302025-10-30 GE GE AEROSPACE4.4K shares-32.13%2025-09-302025-10-30 PEP PEPSICO INC9.3K shares-2.66%2025-09-302025-10-30 BAC BANK AMERICA CORP25.2K shares0.83%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND5.2K shares-5.65%2025-09-302025-10-30 MCD MCDONALDS CORP4.1K shares0.24%2025-09-302025-10-30 AVGO BROADCOM INC3.7K shares37.82%2025-09-302025-10-30 UMBF UMB FINL CORP9.9K shares0.00%2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS5.4K shares5.57%2025-09-302025-10-30 DVY ISHARES TR8.2K shares-4.89%2025-09-302025-10-30 TBIL RBB FD INC22.5K sharesnew addition2025-09-302025-10-30 TNC TENNANT CO13.2K shares-3.26%2025-09-302025-10-30 PSEP INNOVATOR ETFS TRUST24.5K sharesnew addition2025-09-302025-10-30 NFLX NETFLIX INC872 shares2.47%2025-09-302025-10-30 KO COCA COLA CO15.2K shares3.76%2025-09-302025-10-30 LRCX LAM RESEARCH CORP7.3K shares236.70%2025-09-302025-10-30 MA MASTERCARD INCORPORATED1.6K shares3.72%2025-09-302025-10-30 DIS DISNEY WALT CO8.1K shares1.71%2025-09-302025-10-30 SHOP SHOPIFY INC6.2K shares-2.28%2025-09-302025-10-30 MDT MEDTRONIC PLC9.6K shares-15.97%2025-09-302025-10-30 ECL ECOLAB INC3.2K shares-21.62%2025-09-302025-10-30 CVX CHEVRON CORP NEW5.6K shares8.65%2025-09-302025-10-30 CAT CATERPILLAR INC1.8K shares4.66%2025-09-302025-10-30 SPSC SPS COMM INC8.2K shares3.39%2025-09-302025-10-30 BR BROADRIDGE FINL SOLUTIONS IN3.6K shares-6.00%2025-09-302025-10-30 IWO ISHARES TR2.6K shares0.00%2025-09-302025-10-30 MRK MERCK & CO INC9.9K shares0.19%2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR2.9K shares0.00%2025-09-302025-10-30 PM PHILIP MORRIS INTL INC4.9K shares7.18%2025-09-302025-10-30 TGT TARGET CORP8.8K shares6.87%2025-09-302025-10-30 VOOG VANGUARD ADMIRAL FDS INC1.8K shares0.00%2025-09-302025-10-30 ADI ANALOG DEVICES INC3.1K shares2.75%2025-09-302025-10-30 MUB ISHARES TR7.0K shares-6.22%2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS2.6K shares-26.82%2025-09-302025-10-30 VUG VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-30 GEV GE VERNOVA INC1.2K shares-37.83%2025-09-302025-10-30 SCHW SCHWAB CHARLES CORP7.4K shares2.84%2025-09-302025-10-30 SDY SPDR SERIES TRUST5.0K shares-7.70%2025-09-302025-10-30 KBDC KAYNE ANDERSON BDC INC50.9K shares24.88%2025-09-302025-10-30 BMY BRISTOL-MYERS SQUIBB CO14.8K shares0.02%2025-09-302025-10-30 HYG ISHARES TR8.2K shares0.00%2025-09-302025-10-30 SLYV SPDR SERIES TRUST7.4K shares-0.79%2025-09-302025-10-30 AMAT APPLIED MATLS INC3.2K shares15.28%2025-09-302025-10-30 CSCO CISCO SYS INC9.5K shares10.77%2025-09-302025-10-30 AMGN AMGEN INC2.3K shares5.41%2025-09-302025-10-30 KOCT INNOVATOR ETFS TRUST19.3K sharesnew addition2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares4.82%2025-09-302025-10-30 SOLV SOLVENTUM CORP8.4K shares-2.96%2025-09-302025-10-30 VXF VANGUARD INDEX FDS2.9K shares-81.75%2025-09-302025-10-30 BIL SPDR SERIES TRUST6.6K shares79.95%2025-09-302025-10-30 TMO THERMO FISHER SCIENTIFIC INC1.2K shares32.68%2025-09-302025-10-30 ETN EATON CORP PLC1.5K shares26.86%2025-09-302025-10-30 MLI MUELLER INDS INC5.6K shares0.00%2025-09-302025-10-30 MO ALTRIA GROUP INC8.6K shares2.77%2025-09-302025-10-30 PLTR PALANTIR TECHNOLOGIES INC3.1K shares3.91%2025-09-302025-10-30 IVW ISHARES TR4.6K shares0.00%2025-09-302025-10-30 IEFA ISHARES TR6.4K shares0.00%2025-09-302025-10-30 HON HONEYWELL INTL INC2.5K shares-14.83%2025-09-302025-10-30 SOXX ISHARES TR2.0K shares-1.98%2025-09-302025-10-30 SPYM SPDR SERIES TRUST6.8K shares0.00%2025-09-302025-10-30 ZTS ZOETIS INC3.7K shares-11.32%2025-09-302025-10-30 CLF CLEVELAND-CLIFFS INC NEW42.9K shares-7.54%2025-09-302025-10-30 RTX RTX CORPORATION3.0K shares8.68%2025-09-302025-10-30 BABA ALIBABA GROUP HLDG LTD2.8K shares-0.85%2025-09-302025-10-30 FNDF SCHWAB STRATEGIC TR11.4K shares1.92%2025-09-302025-10-30 PFE PFIZER INC19.1K shares-6.52%2025-09-302025-10-30 IYW ISHARES TR2.4K shares0.00%2025-09-302025-10-30 ISRG INTUITIVE SURGICAL INC1.1K shares2.02%2025-09-302025-10-30 KBWR INVESCO EXCH TRADED FD TR II7.5K shares0.00%2025-09-302025-10-30 MS MORGAN STANLEY2.9K shares18.89%2025-09-302025-10-30 FPX FIRST TR EXCHANGE-TRADED FD2.6K shares0.00%2025-09-302025-10-30 JEPI J P MORGAN EXCHANGE TRADED F7.7K shares1.60%2025-09-302025-10-30 DFUV DIMENSIONAL ETF TRUST9.8K shares1.39%2025-09-302025-10-30 HTGC HERCULES CAPITAL INC23.0K shares0.00%2025-09-302025-10-30 INTC INTEL CORP12.9K shares-2.43%2025-09-302025-10-30 NUE NUCOR CORP3.0K shares0.07%2025-09-302025-10-30 CTAS CINTAS CORP2.0K shares-3.15%2025-09-302025-10-30 PDI PIMCO DYNAMIC INCOME FD20.7K shares0.00%2025-09-302025-10-30 EMR EMERSON ELEC CO3.1K shares8.75%2025-09-302025-10-30 IAU ISHARES TR5.6K shares21.83%2025-09-302025-10-30 VBR VANGUARD INDEX FDS1.9K shares9.90%2025-09-302025-10-30 FDUS FIDUS INVT CORP20.0K shares0.00%2025-09-302025-10-30 OBDC BLUE OWL CAPITAL CORPORATION31.6K shares0.00%2025-09-302025-10-30 DELL DELL TECHNOLOGIES INC2.8K shares0.00%2025-09-302025-10-30 BKLC BNY MELLON ETF TRUST3.1K shares57.76%2025-09-302025-10-30 ONEQ FIDELITY COMWLTH TR4.4K shares0.00%2025-09-302025-10-30 BXSL BLACKSTONE SECD LENDING FD15.0K shares0.00%2025-09-302025-10-30 TJX TJX COS INC NEW2.7K shares10.98%2025-09-302025-10-30 AAXJ ISHARES TR4.2K shares0.00%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC2.4K sharesnew addition2025-09-302025-10-30 HWM HOWMET AEROSPACE INC1.9K shares0.00%2025-09-302025-10-30 ELV ELEVANCE HEALTH INC FORMERLY1.1K shares18.89%2025-09-302025-10-30 SCHF SCHWAB STRATEGIC TR15.6K shares5.81%2025-09-302025-10-30 XLF SELECT SECTOR SPDR TR6.7K shares5.09%2025-09-302025-10-30 OTTR OTTER TAIL CORP4.4K shares0.62%2025-09-302025-10-30 DCI DONALDSON INC4.3K shares-15.06%2025-09-302025-10-30 FI FISERV INC2.7K shares-27.55%2025-09-302025-10-30 IJK ISHARES TR3.6K shares-6.43%2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC1.7K shares21.43%2025-09-302025-10-30 NEE NEXTERA ENERGY INC4.5K shares10.06%2025-09-302025-10-30 MSI MOTOROLA SOLUTIONS INC746 shares-35.63%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F6.2K shares13.69%2025-09-302025-10-30 ITA ISHARES TR1.6K sharesnew addition2025-09-302025-10-30 T AT&T INC11.6K shares-3.85%2025-09-302025-10-30 TECH BIO-TECHNE CORP5.9K shares-15.82%2025-09-302025-10-30 EXPE EXPEDIA GROUP INC1.5K shares-30.76%2025-09-302025-10-30 GS GOLDMAN SACHS GROUP INC400 shares-0.74%2025-09-302025-10-30 SHV ISHARES TR2.9K shares2.10%2025-09-302025-10-30 WAT WATERS CORP1.1K shares0.00%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP1.0K shares0.00%2025-09-302025-10-30 IYJ ISHARES TR2.1K sharesnew addition2025-09-302025-10-30 IAI ISHARES TR1.8K sharesnew addition2025-09-302025-10-30 MOS MOSAIC CO NEW8.8K shares-17.03%2025-09-302025-10-30 EBAY EBAY INC.3.3K shares0.00%2025-09-302025-10-30 GLDM WORLD GOLD TR4.0K sharesnew addition2025-09-302025-10-30 CRM SALESFORCE INC1.3K shares-1.93%2025-09-302025-10-30 IGV ISHARES TR2.6K sharesnew addition2025-09-302025-10-30 DXCM DEXCOM INC4.4K shares0.00%2025-09-302025-10-30 OEF ISHARES TR880 sharesnew addition2025-09-302025-10-30 IYC ISHARES TR2.8K sharesnew addition2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE628 shares0.00%2025-09-302025-10-30 VOT VANGUARD INDEX FDS982 shares0.00%2025-09-302025-10-30 SCHK SCHWAB STRATEGIC TR8.7K shares0.06%2025-09-302025-10-30 LOW LOWES COS INC1.1K sharesnew addition2025-09-302025-10-30 CB CHUBB LIMITED992 shares11.09%2025-09-302025-10-30 HUBS HUBSPOT INC598 shares0.00%2025-09-302025-10-30 AMP AMERIPRISE FINL INC568 shares0.00%2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR10.6K shares0.07%2025-09-302025-10-30 KBWB INVESCO EXCH TRADED FD TR II3.5K shares0.03%2025-09-302025-10-30 GDEN GOLDEN ENTMT INC11.8K shares0.00%2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC560 shares28.44%2025-09-302025-10-30 MTUM ISHARES TR1.1K shares6.69%2025-09-302025-10-30 GRAB GRAB HOLDINGS LIMITED44.7K shares0.00%2025-09-302025-10-30 IJJ ISHARES TR2.1K shares-4.52%2025-09-302025-10-30 QCOM QUALCOMM INC1.6K sharesnew addition2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS5.3K shares0.00%2025-09-302025-10-30 VV VANGUARD INDEX FDS850 shares0.00%2025-09-302025-10-30 BLK BLACKROCK INC224 sharesnew addition2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS1.8K shares-3.65%2025-09-302025-10-30 DFAT DIMENSIONAL ETF TRUST4.5K shares-14.80%2025-09-302025-10-30 NOBL PROSHARES TR2.5K shares0.04%2025-09-302025-10-30 SEDG SOLAREDGE TECHNOLOGIES INC6.9K sharesnew addition2025-09-302025-10-30 IAK ISHARES TR1.9K sharesnew addition2025-09-302025-10-30 ROK ROCKWELL AUTOMATION INC732 shares-23.35%2025-09-302025-10-30 LNT ALLIANT ENERGY CORP3.8K shares-5.20%2025-09-302025-10-30 DFUS DIMENSIONAL ETF TRUST3.5K shares0.00%2025-09-302025-10-30 NVT NVENT ELECTRIC PLC2.6K shares-31.79%2025-09-302025-10-30 BA BOEING CO1.2K shares-10.04%2025-09-302025-10-30 GLD SPDR GOLD TR675 sharesnew addition2025-09-302025-10-30 HRL HORMEL FOODS CORP9.7K shares-17.54%2025-09-302025-10-30 AZO AUTOZONE INC55 sharesnew addition2025-09-302025-10-30 KMB KIMBERLY-CLARK CORP1.8K shares0.11%2025-09-302025-10-30 JVAL J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2025-09-302025-10-30 WM WASTE MGMT INC DEL1.0K sharesnew addition2025-09-302025-10-30 ARCC ARES CAPITAL CORP11.0K shares0.00%2025-09-302025-10-30 VZ VERIZON COMMUNICATIONS INC5.1K sharesnew addition2025-09-302025-10-30 SO SOUTHERN CO2.3K shares0.00%2025-09-302025-10-30 PYPL PAYPAL HLDGS INC3.3K shares0.00%2025-09-302025-10-30 BROS DUTCH BROS INC4.2K shares0.00%2025-09-302025-10-30 BX BLACKSTONE INC1.3K sharesnew addition2025-09-302025-10-30 RSP INVESCO EXCHANGE TRADED FD T1.1K sharesnew addition2025-09-302025-10-30 CIBR FIRST TR EXCHANGE TRADED FD2.8K shares0.00%2025-09-302025-10-30 DE DEERE & CO466 sharesnew addition2025-09-302025-10-30 IQV IQVIA HLDGS INC1.1K sharesnew addition2025-09-302025-10-30 SCHC SCHWAB STRATEGIC TR4.6K sharesnew addition2025-09-302025-10-30 BK BANK NEW YORK MELLON CORP1.9K shares-43.51%2025-09-302025-10-30 UNP UNION PAC CORP868 shares-2.25%2025-09-302025-10-30 CCJ CAMECO CORP2.4K sharesnew addition2025-09-302025-10-30 COP CONOCOPHILLIPS2.2K sharesnew addition2025-09-302025-10-30 VONG VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2025-09-302025-10-30 QUAL ISHARES TR1.0K sharesnew addition2025-09-302025-10-30 RPG INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2025-09-302025-10-30 IDV ISHARES TR5.5K sharesnew addition2025-09-302025-10-30 CPHC CANTERBURY PK HLDG CORP10.8K shares0.00%2025-09-302025-10-30 SOWG SOW GOOD INC208.2K shares0.00%2025-09-302025-10-30 VZLA VIZSLA SILVER CORP15.6K shares0.00%2025-09-302025-10-30 EDAP EDAP TMS S A21.4K shares0.00%2025-09-302025-10-30 GPMT GRANITE PT MTG TR INC15.7K shares0.00%2025-09-302025-10-30 GWW GRAINGER W W INC26 sharesnew addition2025-09-302025-10-30 AAMI ACADIAN ASSET MANAGEMENT INC33 sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available