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Accredited Investors Inc.13F | |
| Accredited Investors Inc. | |
| Last update 2025-05-06 | 238 Stocks (17 new) |
| Value $1.61 Bil | Turnover 5 % |
Accredited Investors Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2,483,580 | 173,204.9 | +0.86% | 10.750 | +0.09% | 2.180 | +19.88% | +30.27% | 10,159.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 2,671,642 | 155,890.3 | -0.20% | 9.680 | -0.02% | 0.180 | +16.09% | +3.97% | 98,717.1 | ||
SCHB | Schwab U.S. Broad Market ETF | 4,893,337 | 105,353.5 | +0.38% | 6.540 | +0.02% | 0.340 | +19.13% | +8.48% | 35,306.3 | ||
UPS | United Parcel Service Inc | 784,421 | 86,278.5 | -0.04% | 5.360 | 0% | 0.090 | +8.25% | -15.35% | 87,669.0 | Transportation | |
IJR | iShares Core S&P Small-Cap ETF | 776,706 | 81,220.2 | +0.77% | 5.040 | +0.04% | 0.110 | +17.04% | -0.26% | 83,183.4 | ||
VTV | Vanguard Value ETF | 445,690 | 76,988.5 | +4.14% | 4.780 | +0.19% | 0.060 | +11.15% | +7.87% | 135,521.3 | ||
IVV | iShares Core S&P 500 ETF | 128,458 | 72,180.4 | -0.55% | 4.480 | -0.03% | 0.010 | +18.87% | +8.94% | 642,209.1 | ||
BRK.A | Berkshire Hathaway Inc | 80 | 63,875.3 | New Holding | 3.970 | +3.97% | 0.010 | -8.33% | +6.20% | 1,040,746.7 | Insurance | |
RBLX | Roblox Corp | 956,895 | 55,777.4 | -4.01% | 3.460 | -0.14% | 0.140 | +86.88% | +105.03% | 80,464.9 | Interactive Media | |
EFA | iShares MSCI EAFE ETF | 642,312 | 52,496.1 | -17.41% | 3.260 | -0.62% | 0.090 | +12.66% | +23.17% | 66,015.9 |
Accredited Investors Inc.'s Historical Top Holdings Breakdowns
Accredited Investors Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +3.97% | 663000 ($729331) 801950 | $723,120.00 | -0.85% | New holding | 80 | 80 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -1.37% | 56.51 ($60.25) 62.98 | $69.13 | 14.74% | Reduce -71.21% | 159,831 | -395,321 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.62% | 74.85 ($80.6) 84.89 | $91.54 | 13.57% | Reduce -17.41% | 642,312 | -135,360 | |
VGLT |
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | -0.59% | 53.99 ($56.33) 58.43 | $54.86 | -2.61% | Reduce -97.71% | 4,100 | -174,929 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.46% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Reduce -11.9% | 255,468 | -34,521 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -0.27% | 47.4 ($50.6) 52.99 | $58.50 | 15.61% | Reduce -19.79% | 373,976 | -92,285 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.19% | 167.73 ($174.39) 179.21 | $180.57 | 3.54% | Add 4.14% | 445,690 | 17,732 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.15% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -4.14% | 230,314 | -9,942 | |
RBLX | Roblox Corp | 2025-03-31 | Reduce Reduce | -0.14% | 53.77 ($62.86) 75.47 | $118.63 | 88.72% | Reduce -4.01% | 956,895 | -39,969 | |
CHRW | C.H. Robinson Worldwide Inc | 2025-03-31 | Add Add | +0.12% | 96.18 ($101.07) 109.82 | $100.59 | -0.47% | Add 20.1% | 112,931 | 18,904 |
Accredited Investors Inc. Total Holding History ($B)
Accredited Investors Inc.'s Asset Allocation
Accredited Investors Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Accredited Investors Inc.'s Hypothetical Growth since 2025-03-31
Accredited Investors Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Accredited Investors Inc.'s Holdings Heat Map
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Accredited Investors Inc.'s Holdings Bubble Chart
Accredited Investors Inc. News
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