$978 Million is the total value of Accredited Investors Inc.'s 165 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 6.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RBLX | Buy | ROBLOX CORPcl a | $150,818,000 | +2708.0% | 1,676,131 | +1923.3% | 15.43% | +2045.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $69,234,000 | +6.9% | 1,750,976 | +2.5% | 7.08% | -18.3% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $62,533,000 | +2.4% | 272,628 | -1.3% | 6.40% | -21.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $55,790,000 | +7.9% | 129,769 | -0.1% | 5.71% | -17.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $54,360,000 | +1.7% | 481,149 | -2.3% | 5.56% | -22.3% |
| EFV | Buy | ISHARES TReafe value etf | $53,785,000 | +13.5% | 1,039,115 | +11.8% | 5.50% | -13.3% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $45,909,000 | +22.5% | 485,814 | +20.1% | 4.70% | -6.4% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $37,255,000 | +11.2% | 137,230 | -0.4% | 3.81% | -15.0% |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $34,321,000 | +12.6% | 148,330 | +0.8% | 3.51% | -14.0% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $33,117,000 | +51.9% | 319,629 | +42.6% | 3.39% | +16.1% |
| AAPL | Buy | APPLE INC | $32,819,000 | +14.6% | 239,622 | +2.2% | 3.36% | -12.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $28,923,000 | +22.3% | 139,074 | +0.0% | 2.96% | -6.5% |
| KBWB | Buy | INVESCO EXCH TRADED FD TR IIkbw bk etf | $27,491,000 | +4.9% | 426,813 | +0.8% | 2.81% | -19.9% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $27,169,000 | +73.6% | 257,919 | +68.0% | 2.78% | +32.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $27,030,000 | +7.2% | 259,229 | -0.6% | 2.76% | -18.1% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $24,377,000 | +10.2% | 147,050 | +6.0% | 2.49% | -15.8% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $18,893,000 | +9.7% | 166,899 | -1.1% | 1.93% | -16.2% |
| ADP | AUTOMATIC DATA PROCESSING IN | $10,146,000 | +5.4% | 51,080 | 0.0% | 1.04% | -19.5% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,195,000 | +7.9% | 19,144 | -0.1% | 0.84% | -17.6% |
| GIS | Buy | GENERAL MLS INC | $7,817,000 | -0.6% | 128,290 | +0.0% | 0.80% | -24.0% |
| TSLA | Buy | TESLA INC | $7,779,000 | +2.1% | 11,444 | +0.3% | 0.80% | -22.0% |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $7,703,000 | +2.0% | 199,240 | -1.4% | 0.79% | -22.1% |
| ESML | Buy | ISHARES TResg aware msci | $7,521,000 | +35.3% | 186,312 | +29.2% | 0.77% | +3.4% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $7,018,000 | -6.4% | 74,922 | -4.6% | 0.72% | -28.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,211,000 | +8.3% | 13,014 | +0.6% | 0.53% | -17.2% |
| MSFT | Sell | MICROSOFT CORP | $5,118,000 | +14.2% | 18,891 | -0.6% | 0.52% | -12.7% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $4,172,000 | +19.1% | 75,412 | +17.8% | 0.43% | -9.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,762,000 | +5.9% | 16,884 | -1.8% | 0.38% | -19.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,753,000 | +9.3% | 13,504 | +0.5% | 0.38% | -16.5% |
| MMM | Sell | 3M CO | $3,710,000 | +2.8% | 18,677 | -0.3% | 0.38% | -21.5% |
| USB | Sell | US BANCORP DEL | $3,529,000 | +2.7% | 61,937 | -0.3% | 0.36% | -21.5% |
| SUSA | Buy | ISHARES TRmsci usa esg slc | $3,280,000 | +21.0% | 34,328 | +11.2% | 0.34% | -7.4% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $3,113,000 | -1.8% | 13,817 | -6.7% | 0.32% | -25.2% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $3,012,000 | +0.8% | 16,119 | -4.8% | 0.31% | -23.0% |
| VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $2,933,000 | +6.0% | 15,553 | -0.6% | 0.30% | -19.1% |
| IWB | ISHARES TRrus 1000 etf | $2,749,000 | +8.2% | 11,354 | 0.0% | 0.28% | -17.4% | |
| HTLF | HEARTLAND FINL USA INC | $2,694,000 | -6.5% | 57,322 | 0.0% | 0.28% | -28.5% | |
| DSI | Buy | ISHARES TRmsci kld400 soc | $2,599,000 | +17.7% | 31,382 | +8.5% | 0.27% | -10.1% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $2,172,000 | -0.6% | 13,694 | -5.1% | 0.22% | -24.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,161,000 | +2.5% | 13,894 | +0.3% | 0.22% | -21.6% |
| MDT | Sell | MEDTRONIC PLC | $2,133,000 | +4.8% | 17,187 | -0.2% | 0.22% | -19.9% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $1,961,000 | +13.4% | 24,811 | +8.8% | 0.20% | -13.4% |
| AMZN | Sell | AMAZON COM INC | $1,943,000 | +9.8% | 565 | -1.2% | 0.20% | -16.0% |
| SUSB | Sell | ISHARES TResg awre 1 5 yr | $1,698,000 | -3.1% | 65,220 | -3.3% | 0.17% | -26.0% |
| TNC | TENNANT CO | $1,639,000 | -0.1% | 20,523 | 0.0% | 0.17% | -23.6% | |
| PG | Buy | PROCTER AND GAMBLE CO | $1,642,000 | -0.1% | 12,168 | +0.2% | 0.17% | -23.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,569,000 | +12.9% | 4,426 | +1.6% | 0.16% | -14.0% |
| ABT | Buy | ABBOTT LABS | $1,546,000 | -3.2% | 13,332 | +0.0% | 0.16% | -26.2% |
| TGT | Sell | TARGET CORP | $1,538,000 | -13.6% | 6,362 | -29.2% | 0.16% | -34.0% |
| HD | Sell | HOME DEPOT INC | $1,514,000 | +3.6% | 4,747 | -0.9% | 0.16% | -20.9% |
| GGG | GRACO INC | $1,460,000 | +5.6% | 19,292 | 0.0% | 0.15% | -19.5% | |
| DIS | Buy | DISNEY WALT CO | $1,423,000 | -3.8% | 8,095 | +1.0% | 0.15% | -26.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $1,398,000 | -0.4% | 14,156 | -7.6% | 0.14% | -23.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,358,000 | +24.0% | 556 | +4.7% | 0.14% | -5.4% |
| CLF | New | CLEVELAND-CLIFFS INC | $1,295,000 | – | 60,061 | +100.0% | 0.13% | – |
| ESGE | Buy | ISHARES INCesg awr msci em | $1,294,000 | +10.8% | 28,664 | +6.3% | 0.13% | -15.4% |
| PEP | Buy | PEPSICO INC | $1,281,000 | +5.0% | 8,644 | +0.3% | 0.13% | -19.6% |
| FB | FACEBOOK INCcl a | $1,265,000 | +18.0% | 3,638 | 0.0% | 0.13% | -10.4% | |
| VOO | Buy | VANGUARD INDEX FDS | $1,260,000 | +20.9% | 3,201 | +11.9% | 0.13% | -7.9% |
| ORCL | ORACLE CORP | $1,256,000 | +11.0% | 16,137 | 0.0% | 0.13% | -15.8% | |
| FAST | Sell | FASTENAL CO | $1,254,000 | -1.0% | 24,121 | -4.3% | 0.13% | -24.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,158,000 | +4.9% | 17,333 | -0.9% | 0.12% | -20.3% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,135,000 | +9.1% | 4,225 | +5.7% | 0.12% | -16.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,059,000 | +19.5% | 3,634 | -0.4% | 0.11% | -9.2% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,060,000 | +21.7% | 423 | +0.5% | 0.11% | -7.7% |
| GE | Buy | GENERAL ELECTRIC CO | $1,045,000 | +2.7% | 77,606 | +0.1% | 0.11% | -21.3% |
| INTC | Buy | INTEL CORP | $1,043,000 | -12.1% | 18,583 | +0.2% | 0.11% | -32.7% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,034,000 | +4.7% | 3,319 | +1.1% | 0.11% | -19.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,018,000 | +2.2% | 6,181 | +2.0% | 0.10% | -21.8% |
| WFC | Sell | WELLS FARGO CO | $996,000 | +10.3% | 21,987 | -4.8% | 0.10% | -15.7% |
| XEL | Sell | XCEL ENERGY INC | $986,000 | -20.5% | 14,963 | -19.7% | 0.10% | -39.2% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $986,000 | -20.7% | 15,553 | -24.1% | 0.10% | -39.5% |
| IEMG | Sell | ISHARES INCcore msci emkt | $979,000 | -17.8% | 14,611 | -21.1% | 0.10% | -37.1% |
| MRK | Sell | MERCK & CO INC | $978,000 | +0.5% | 12,580 | -0.3% | 0.10% | -23.1% |
| USXF | Buy | ISHARES TResg msci usa etf | $982,000 | +26.5% | 27,056 | +15.6% | 0.10% | -3.8% |
| BAC | Buy | BK OF AMERICA CORP | $921,000 | +6.7% | 22,343 | +0.2% | 0.09% | -19.0% |
| CDK | CDK GLOBAL INC | $909,000 | -8.1% | 18,295 | 0.0% | 0.09% | -29.5% | |
| NVDA | Sell | NVIDIA CORPORATION | $895,000 | +49.7% | 1,119 | -0.1% | 0.09% | +15.0% |
| MCD | Buy | MCDONALDS CORP | $888,000 | +3.3% | 3,842 | +0.2% | 0.09% | -20.9% |
| SPSC | SPS COMM INC | $795,000 | +0.5% | 7,962 | 0.0% | 0.08% | -23.6% | |
| T | Sell | AT&T INC | $782,000 | -13.4% | 27,165 | -8.9% | 0.08% | -33.9% |
| PFE | Buy | PFIZER INC | $754,000 | +10.4% | 19,264 | +2.2% | 0.08% | -15.4% |
| CELC | Sell | CELCUITY INC | $705,000 | +65.9% | 29,365 | -0.8% | 0.07% | +26.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $699,000 | +0.4% | 8,865 | -3.4% | 0.07% | -22.6% |
| BR | BROADRIDGE FINL SOLUTIONS IN | $694,000 | +5.5% | 4,295 | 0.0% | 0.07% | -19.3% | |
| LLY | Buy | LILLY ELI & CO | $682,000 | +23.1% | 2,973 | +0.3% | 0.07% | -5.4% |
| ABBV | Buy | ABBVIE INC | $666,000 | +4.4% | 5,914 | +0.3% | 0.07% | -20.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $651,000 | +14.4% | 4,438 | +4.0% | 0.07% | -11.8% |
| DEM | Sell | WISDOMTREE TRemer mkt high fd | $633,000 | -37.3% | 13,865 | -39.1% | 0.06% | -51.9% |
| CDNS | CADENCE DESIGN SYSTEM INC | $630,000 | 0.0% | 4,602 | 0.0% | 0.06% | -23.8% | |
| HRL | Buy | HORMEL FOODS CORP | $624,000 | 0.0% | 13,075 | +0.2% | 0.06% | -23.8% |
| AMAT | Buy | APPLIED MATLS INC | $622,000 | +6.7% | 4,370 | +0.1% | 0.06% | -17.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $624,000 | +21.2% | 3,779 | +3.8% | 0.06% | -7.2% |
| DMXF | Buy | ISHARES TResg eafe etf | $616,000 | +51.0% | 9,096 | +44.7% | 0.06% | +14.5% |
| RVNC | REVANCE THERAPEUTICS INC | $607,000 | +5.9% | 20,491 | 0.0% | 0.06% | -19.5% | |
| CSCO | Sell | CISCO SYS INC | $594,000 | +2.4% | 11,214 | -0.0% | 0.06% | -21.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $577,000 | +12.7% | 5,825 | +1.0% | 0.06% | -14.5% |
| CVX | Buy | CHEVRON CORP | $560,000 | +2.8% | 5,343 | +2.7% | 0.06% | -21.9% |
| ZTS | ZOETIS INCcl a | $558,000 | +18.5% | 2,993 | 0.0% | 0.06% | -9.5% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $550,000 | -3.2% | 9,821 | +0.5% | 0.06% | -26.3% |
| DXCM | Sell | DEXCOM INC | $544,000 | +13.6% | 1,275 | -4.3% | 0.06% | -12.5% |
| COST | Buy | COSTCO WHSL CORP | $540,000 | +14.9% | 1,364 | +2.3% | 0.06% | -12.7% |
| KO | Sell | COCA COLA CO | $521,000 | -2.3% | 9,629 | -4.8% | 0.05% | -25.4% |
| XOM | Buy | EXXON MOBIL CORP | $502,000 | +14.4% | 7,958 | +1.1% | 0.05% | -13.6% |
| HON | Buy | HONEYWELL INTL INC | $486,000 | +8.2% | 2,217 | +7.3% | 0.05% | -16.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $490,000 | +26.9% | 2,066 | +18.5% | 0.05% | -3.8% |
| ANTM | ANTHEM INC | $478,000 | +6.2% | 1,253 | 0.0% | 0.05% | -18.3% | |
| MO | Buy | ALTRIA GROUP INC | $459,000 | -5.6% | 9,631 | +1.4% | 0.05% | -27.7% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $461,000 | +0.4% | 4,012 | -4.5% | 0.05% | -23.0% |
| MXIM | MAXIM INTEGRATED PRODS INC | $464,000 | +15.4% | 4,400 | 0.0% | 0.05% | -13.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $453,000 | +11.6% | 6,234 | 0.0% | 0.05% | -14.8% | |
| TCMD | TACTILE SYS TECHNOLOGY INC | $437,000 | -4.6% | 8,400 | 0.0% | 0.04% | -26.2% | |
| SOXX | Buy | ISHARES TRishares semicdtr | $433,000 | +7.2% | 953 | +0.1% | 0.04% | -18.5% |
| RPG | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $435,000 | +12.1% | 2,365 | 0.0% | 0.04% | -15.4% | |
| RH | RH | $411,000 | +13.9% | 605 | 0.0% | 0.04% | -12.5% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $407,000 | +12.4% | 2,790 | 0.0% | 0.04% | -12.5% | |
| BDX | BECTON DICKINSON & CO | $404,000 | 0.0% | 1,660 | 0.0% | 0.04% | -24.1% | |
| ACN | ACCENTURE PLC IRELAND | $392,000 | +6.8% | 1,330 | 0.0% | 0.04% | -18.4% | |
| WAT | WATERS CORP | $367,000 | +21.5% | 1,063 | 0.0% | 0.04% | -5.0% | |
| V | Sell | VISA INC COMcl a | $357,000 | +9.5% | 1,528 | -0.9% | 0.04% | -15.9% |
| BK | New | BANK NEW YORK MELLON CORP | $353,000 | – | 6,887 | +100.0% | 0.04% | – |
| BILL | BILL COM HLDGS INC | $339,000 | +26.0% | 1,850 | 0.0% | 0.04% | -2.8% | |
| WMT | Buy | WALMART INC | $340,000 | +11.5% | 2,411 | +7.3% | 0.04% | -14.6% |
| AMGN | Buy | AMGEN INC | $329,000 | +15.8% | 1,350 | +18.2% | 0.03% | -10.5% |
| VTV | VANGUARD INDEX FDSvalue etf | $329,000 | +4.4% | 2,393 | 0.0% | 0.03% | -19.0% | |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $327,000 | +12.8% | 8,912 | +4.7% | 0.03% | -15.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $317,000 | +5.7% | 839 | +3.2% | 0.03% | -20.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $317,000 | +51.0% | 3,689 | +48.9% | 0.03% | +14.3% |
| NSC | Buy | NORFOLK SOUTHN CORP | $315,000 | -0.9% | 1,188 | +0.2% | 0.03% | -25.6% |
| IWR | ISHARES TRrus mid cap etf | $312,000 | +7.2% | 3,941 | 0.0% | 0.03% | -17.9% | |
| ECL | ECOLAB INC | $300,000 | -3.8% | 1,457 | 0.0% | 0.03% | -26.2% | |
| BA | Sell | BOEING CO | $306,000 | -17.1% | 1,276 | -12.0% | 0.03% | -36.7% |
| NFLX | Buy | NETFLIX INC | $300,000 | +2.0% | 567 | +0.5% | 0.03% | -20.5% |
| NUE | Buy | NUCOR CORP | $293,000 | +19.6% | 3,054 | +0.0% | 0.03% | -9.1% |
| CAT | Buy | CATERPILLAR INC | $292,000 | +1.0% | 1,343 | +7.7% | 0.03% | -23.1% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $289,000 | +10.7% | 3,393 | +0.4% | 0.03% | -14.3% |
| ISRG | INTUITIVE SURGICAL INC | $295,000 | +24.5% | 321 | 0.0% | 0.03% | -6.2% | |
| O | Sell | REALTY INCOME CORP | $288,000 | +4.7% | 4,322 | -0.2% | 0.03% | -21.6% |
| BHC | BAUSCH HEALTH COS INC | $279,000 | -7.6% | 9,520 | 0.0% | 0.03% | -27.5% | |
| APH | AMPHENOL CORPnew cl a | $274,000 | +3.8% | 4,000 | 0.0% | 0.03% | -20.0% | |
| CMCSA | Buy | COMCAST CORPnew cl a | $270,000 | +5.5% | 4,735 | +0.0% | 0.03% | -17.6% |
| EDAP | EDAP TMS S Asponsored adr | $278,000 | -15.8% | 39,261 | 0.0% | 0.03% | -36.4% | |
| HUBS | New | HUBSPOT INC | $255,000 | – | 437 | +100.0% | 0.03% | – |
| IYW | Buy | ISHARES TRu.s. tech etf | $257,000 | +13.2% | 2,590 | +0.2% | 0.03% | -13.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $243,000 | +3.8% | 4,404 | +0.2% | 0.02% | -19.4% |
| EBAY | EBAY INC. | $241,000 | +14.8% | 3,435 | 0.0% | 0.02% | -10.7% | |
| FDX | Buy | FEDEX CORP | $245,000 | +5.2% | 823 | +0.2% | 0.02% | -19.4% |
| DCI | Sell | DONALDSON INC | $244,000 | +6.6% | 3,847 | -2.4% | 0.02% | -19.4% |
| SHOP | New | SHOPIFY INCcl a | $238,000 | – | 163 | +100.0% | 0.02% | – |
| DES | WISDOMTREE TRus smallcap divd | $231,000 | +2.7% | 7,229 | 0.0% | 0.02% | -20.0% | |
| QCOM | New | QUALCOMM INC | $227,000 | – | 1,591 | +100.0% | 0.02% | – |
| SYK | STRYKER CORPORATION | $222,000 | +6.7% | 853 | 0.0% | 0.02% | -17.9% | |
| DVYE | ISHARES INCem mkts div etf | $218,000 | -0.9% | 5,615 | 0.0% | 0.02% | -24.1% | |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $201,000 | – | 931 | +100.0% | 0.02% | – |
| NKE | New | NIKE INCcl b | $204,000 | – | 1,318 | +100.0% | 0.02% | – |
| BLL | BALL CORP | $205,000 | -4.7% | 2,534 | 0.0% | 0.02% | -27.6% | |
| CRM | New | SALESFORCE COM INC | $206,000 | – | 842 | +100.0% | 0.02% | – |
| F | Buy | FORD MTR CO DEL | $194,000 | +52.8% | 13,074 | +25.7% | 0.02% | +17.6% |
| TMDI | Buy | TITAN MED INC | $174,000 | +38.1% | 101,730 | +37.8% | 0.02% | +5.9% |
| ET | ENERGY TRANSFER L P | $174,000 | +38.1% | 16,397 | 0.0% | 0.02% | +5.9% | |
| CPUHU | COMPUTE HEALTH ACQUISITIN COunit 99/99/9999 | $155,000 | +1.3% | 15,150 | 0.0% | 0.02% | -20.0% | |
| TWO | Buy | TWO HBRS INVT CORP | $129,000 | +4.0% | 17,041 | +0.3% | 0.01% | -23.5% |
| DRRX | DURECT CORP | $111,000 | -17.8% | 68,000 | 0.0% | 0.01% | -38.9% | |
| UEC | Sell | URANIUM ENERGY CORP | $38,000 | -9.5% | 14,300 | -3.4% | 0.00% | -33.3% |
| GNUS | Sell | GENIUS BRANDS INTL INC | $21,000 | -73.8% | 11,300 | -72.6% | 0.00% | -81.8% |
| NXE | Exit | NEXGEN ENERGY LTD | $0 | – | -10,200 | -100.0% | -0.01% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,717 | -100.0% | -0.03% | – |
| OTTR | Exit | OTTER TAIL CORP | $0 | – | -6,274 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 22.4% |
| ISHARES TR | 42 | Q3 2023 | 14.6% |
| ISHARES TR | 42 | Q3 2023 | 11.2% |
| ISHARES TR | 42 | Q3 2023 | 11.7% |
| ISHARES TR | 42 | Q3 2023 | 13.3% |
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 11.6% |
| APPLE INC | 42 | Q3 2023 | 5.7% |
| GENERAL MLS INC | 42 | Q3 2023 | 6.1% |
| ISHARES TR | 42 | Q3 2023 | 7.2% |
| TENNANT CO | 42 | Q3 2023 | 1.3% |
View Accredited Investors Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-11-12 |
View Accredited Investors Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.