Accredited Investors Inc.
CIK Number: 0001518364
1.61B
Market Value
226
# of Holdings
21 months
Avg. Holding Period
44.26%
Win Rate
7.86%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&... | 60.25 | -1.54% | 2.68M | +16.56% | 166.81M | 55.05 | 9.78% |
| 2 | AVDV | Avantis Interna... | 78.68 | -0.81% | 2.46M | +6.35% | 160.25M | 62.08 | 9.39% |
| 3 | SCHB | Schwab U.S. Bro... | 23.00 | -1.22% | 4.87M | +201.03% | 110.66M | 15.67 | 6.48% |
| 4 | UPS | United Parcel S... | 99.97 | -0.94% | 784.75K | -0.02% | 98.96M | 167.66 | 5.80% |
| 5 | IJR | iShares Core S&... | 106.31 | -1.93% | 770.79K | -0.74% | 88.81M | 83.02 | 5.20% |
| 6 | IVV | iShares Core S&... | 599.72 | -1.12% | 129.17K | -0.3% | 76.04M | 182.38 | 4.46% |
| 7 | VTV | Vanguard Value ... | 173.34 | -0.81% | 427.96K | +7.07% | 72.45M | 145.96 | 4.25% |
| 8 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 289.99K | -1.66% | 63.62M | 169.32 | 3.73% |
| 9 | AAPL | Apple Inc. | 196.25 | -1.48% | 240.26K | -0.9% | 60.16M | 55.64 | 3.53% |
| 10 | EFA | iShares MSCI EA... | 89.23 | -1.28% | 777.67K | -8.17% | 58.8M | 67.93 | 3.45% |
| 11 | RBLX | Roblox Corporat... | 97.23 | +2.23% | 996.86K | -15.9% | 57.68M | 88.58 | 3.38% |
| 12 | IWM | iShares Russell... | 208.90 | -1.82% | 237.04K | -0.65% | 52.38M | 98.24 | 3.07% |
| 13 | SPYV | SPDR Portfolio ... | 51.23 | -1.01% | 847.18K | -1.93% | 43.32M | 34.02 | 2.54% |
| 14 | IWF | iShares Russell... | 405.56 | -1.27% | 95.93K | -0.68% | 38.52M | 66.8 | 2.26% |
| 15 | VEU | Vanguard FTSE A... | 66.19 | -1.33% | 555.15K | -57.3% | 31.87M | 57.1 | 1.87% |
| 16 | IWP | iShares Russell... | 133.39 | -1.29% | 223.4K | -1.83% | 28.32M | 71.04 | 1.66% |
| 17 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 57.8K | +35.66% | 26.2M | 302.21 | 1.54% |
| 18 | VT | Vanguard Total ... | 124.99 | -1.22% | 220.54K | +5.45% | 25.91M | 97.89 | 1.52% |
| 19 | FNDA | Schwab Fundamen... | 27.83 | -1.76% | 787.59K | +131.50% | 23.39M | 26.79 | 1.37% |
| 20 | VEA | Vanguard Develo... | 56.17 | -1.21% | 466.26K | -4.35% | 22.3M | 44.85 | 1.31% |
| 21 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 37.58K | +70.50% | 15.84M | 284.63 | 0.93% |
| 22 | ADP | Automatic Data ... | 306.69 | -0.99% | 51.02K | +0.01% | 14.94M | 145.81 | 0.88% |
| 23 | ESML | iShares ESG Awa... | 40.05 | -1.77% | 341.38K | -0.92% | 14.36M | 33.13 | 0.84% |
| 24 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 23.84K | +0.85% | 13.97M | 346.58 | 0.82% |
| 25 | EFV | iShares MSCI EA... | 63.86 | -1.22% | 254.01K | +1.35% | 13.33M | 50.42 | 0.78% |
| 26 | IWS | iShares Russell... | 128.66 | -1.3% | 80.16K | -2.14% | 10.37M | 108.23 | 0.61% |
| 27 | VGLT | Vanguard Long-T... | 54.94 | -0.94% | 179.03K | -35.34% | 9.91M | 61.53 | 0.58% |
| 28 | CHRW | C.H. Robinson W... | 93.53 | -1.55% | 94.03K | +2.85% | 9.71M | 77.46 | 0.57% |
| 29 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 71.82K | -0.03% | 9.64M | 31.04 | 0.57% |
| 30 | EAGG | iShares ESG U.S... | 46.93 | -0.4% | 185.93K | -1.58% | 8.63M | 51.49 | 0.51% |
| 31 | PRFZ | Invesco FTSE RA... | 39.41 | -1.88% | 201.26K | -2.76% | 8.37M | 32.03 | 0.49% |
| 32 | VTI | Vanguard Total ... | 293.55 | -1.19% | 27.59K | +2.92% | 8M | 178.16 | 0.47% |
| 33 | GIS | General Mills, ... | 53.56 | -2.16% | 120.67K | -0.2% | 7.7M | 50.78 | 0.45% |
| 34 | MGK | Vanguard Mega C... | 349.48 | -1.39% | 21.45K | -2.38% | 7.37M | 154.94 | 0.43% |
| 35 | SUSA | iShares MSCI US... | 122.59 | -1.48% | 59.97K | -3.15% | 7.29M | 76.88 | 0.43% |
| 36 | ONB | Old National Ba... | 20.43 | -2.55% | 278K | -5.25% | 6.03M | 18.66 | 0.35% |
| 37 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 31K | +5.99% | 5.9M | 119.33 | 0.35% |
| 38 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 20.97K | +0.83% | 5.03M | 127.65 | 0.29% |
| 39 | ESGD | iShares ESG Awa... | 89.08 | -1.27% | 65.08K | -3.11% | 4.96M | 68.3 | 0.29% |
| 40 | AGG | iShares Core U.... | 97.95 | -0.36% | 50.27K | -65.52% | 4.87M | 96.53 | 0.29% |
| 41 | DSI | iShares MSCI KL... | 112.13 | -1.41% | 35.96K | -4.94% | 3.97M | 66.98 | 0.23% |
| 42 | USXF | iShares ESG Adv... | 51.30 | -1.81% | 77.74K | +10.67% | 3.87M | 35.56 | 0.23% |
| 43 | DMXF | iShares ESG Adv... | 74.03 | -1.18% | 59.27K | +10.29% | 3.83M | 60.92 | 0.22% |
| 44 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 7.54K | -3.63% | 3.81M | 275.17 | 0.22% |
| 45 | MMM | 3M Company | 142.29 | -1.71% | 28.69K | -6.31% | 3.7M | 108.73 | 0.22% |
| 46 | IWB | iShares Russell... | 327.76 | -1.17% | 10.87K | +0.01% | 3.5M | 91.66 | 0.21% |
| 47 | VB | Vanguard Small ... | 229.60 | -1.65% | 13.49K | +0.11% | 3.24M | 142.65 | 0.19% |
| 48 | USB | U.S. Bancorp | 42.98 | -2.68% | 66.2K | +0.47% | 3.17M | 45.59 | 0.19% |
| 49 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 16.28K | +3.81% | 3.08M | 119.56 | 0.18% |
| 50 | VXF | Vanguard Extend... | 185.35 | -1.64% | 15.96K | 0.00% | 3.03M | 106.58 | 0.18% |
| 51 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 5.14K | +1.16% | 2.77M | 385.56 | 0.16% |
| 52 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 6.83K | -10.62% | 2.76M | 238.35 | 0.16% |
| 53 | IWD | iShares Russell... | 189.82 | -1% | 14.2K | -0.04% | 2.63M | 117.49 | 0.15% |
| 54 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 3.25K | +1.34% | 2.51M | 551.62 | 0.15% |
| 55 | COST | Costco Wholesal... | 990.08 | -1.26% | 2.66K | +0.26% | 2.43M | 447.05 | 0.14% |
| 56 | SUSB | iShares ESG 1-5... | 24.96 | -0.18% | 93.48K | +27.45% | 2.31M | 24.58 | 0.14% |
| 57 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 4.41K | +16.79% | 2.25M | 245.18 | 0.13% |
| 58 | ITOT | iShares Core S&... | 130.30 | -1.21% | 17.35K | -0.54% | 2.23M | 87.12 | 0.13% |
| 59 | META | Meta Platforms,... | 682.74 | -1.53% | 3.72K | +2.48% | 2.18M | 199.73 | 0.13% |
| 60 | GGG | Graco Inc. | 83.50 | -1.91% | 24.4K | +3.22% | 2.06M | 40.04 | 0.12% |
| 61 | TCMD | Tactile Systems... | 9.86 | -0.95% | 115.44K | +0.09% | 1.98M | 14.75 | 0.12% |
| 62 | TRV | The Travelers C... | 263.46 | -0.94% | 8.21K | -0.21% | 1.98M | 173.66 | 0.12% |
| 63 | ACN | Accenture plc | 311.64 | -2.04% | 5.58K | +0.23% | 1.96M | 279.21 | 0.12% |
| 64 | V | Visa Inc. | 352.88 | -4.99% | 6.02K | -5.94% | 1.9M | 231.57 | 0.11% |
| 65 | PG | The Procter & G... | 160.25 | -1.79% | 11.1K | -9.19% | 1.86M | 99.34 | 0.11% |
| 66 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 16.94K | -2.26% | 1.82M | 97.17 | 0.11% |
| 67 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 10.83K | +2.41% | 1.8M | 50.93 | 0.11% |
| 68 | VXUS | Vanguard Total ... | 67.95 | -1.31% | 29.94K | -0.31% | 1.76M | 56.46 | 0.10% |
| 69 | HD | The Home Depot,... | 354.54 | -2.37% | 4.45K | -1.35% | 1.73M | 192.05 | 0.10% |
| 70 | ABT | Abbott Laborato... | 135.57 | -0.64% | 14.33K | +3.93% | 1.62M | 78.72 | 0.10% |
| 71 | AON | Aon plc | 353.07 | -0.76% | 4.18K | -0.5% | 1.5M | 293.8 | 0.09% |
| 72 | SPSC | SPS Commerce, I... | 134.74 | -2.28% | 7.93K | +0.23% | 1.46M | 37.75 | 0.09% |
| 73 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 8.09K | +2.00% | 1.44M | 121.41 | 0.08% |
| 74 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 9.3K | -12.63% | 1.41M | 125.69 | 0.08% |
| 75 | XEL | Xcel Energy Inc... | 67.61 | -2.11% | 20.84K | +0.05% | 1.41M | 63.69 | 0.08% |
| 76 | GWX | SPDR S&P Intern... | 36.38 | -0.98% | 44.3K | +10.57% | 1.37M | 31.11 | 0.08% |
| 77 | WMT | Walmart Inc. | 94.42 | -0.43% | 14.89K | -4.04% | 1.35M | 50.02 | 0.08% |
| 78 | AXP | American Expres... | 287.76 | -3.43% | 4.33K | -4.4% | 1.28M | 134.66 | 0.08% |
| 79 | SCHG | Schwab U.S. Lar... | 27.88 | -1.4% | 45.7K | +298.47% | 1.27M | 15.37 | 0.07% |
| 80 | WFC | Wells Fargo & C... | 72.38 | -2.2% | 17.46K | -20.44% | 1.23M | 50.92 | 0.07% |
| 81 | FAST | Fastenal Compan... | 42.15 | -1.66% | 16.62K | -9.86% | 1.19M | 53.78 | 0.07% |
| 82 | JNJ | Johnson & Johns... | 157.04 | +0.24% | 8.2K | +3.77% | 1.19M | 134.52 | 0.07% |
| 83 | MRK | Merck & Co., In... | 81.72 | -0.12% | 11.77K | -0.55% | 1.17M | 60.27 | 0.07% |
| 84 | GE | General Electri... | 236.50 | -1.45% | 6.95K | -10.13% | 1.16M | 63.55 | 0.07% |
| 85 | TGT | Target Corporat... | 95.34 | -3.98% | 8.41K | +1.25% | 1.14M | 150.55 | 0.07% |
| 86 | MCD | McDonald's Corp... | 301.85 | -0.43% | 3.87K | +1.12% | 1.12M | 163.43 | 0.07% |
| 87 | TNC | Tennant Company | 74.25 | -2.46% | 13.35K | +1.41% | 1.09M | 44.09 | 0.06% |
| 88 | BAC | Bank of America... | 44.08 | -1.21% | 23.78K | -2.21% | 1.05M | 32.18 | 0.06% |
| 89 | VIG | Vanguard Divide... | 200.24 | -1.18% | 5.13K | -2.92% | 1M | 176.51 | 0.06% |
| 90 | MDT | Medtronic plc | 87.22 | -1.44% | 11.48K | +0.37% | 916.71K | 98.7 | 0.05% |
| 91 | MDY | SPDR S&P MIDCAP... | 550.57 | -1.54% | 1.57K | -2.61% | 892.1K | 475.2 | 0.05% |
| 92 | IBM | International B... | 277.18 | -1.37% | 4K | +0.75% | 880.44K | 138.83 | 0.05% |
| 93 | KO | The Coca-Cola C... | 70.99 | -1.73% | 14.02K | +0.88% | 872.6K | 56.6 | 0.05% |
| 94 | DIS | The Walt Disney... | 117.89 | -0.6% | 7.55K | +3.44% | 841.25K | 96.99 | 0.05% |
| 95 | EUSB | iShares ESG Adv... | 42.99 | -0.35% | 19.74K | +100.00% | 838.68K | 42.48 | 0.05% |
| 96 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 14.75K | -0.09% | 834.51K | 62.71 | 0.05% |
| 97 | CAT | Caterpillar Inc... | 356.91 | -1.12% | 2.29K | -1.72% | 829.36K | 214.65 | 0.05% |
| 98 | BR | Broadridge Fina... | 237.04 | -1.16% | 3.57K | 0.00% | 807.37K | 129.93 | 0.05% |
| 99 | MUB | iShares Nationa... | 103.88 | -0.21% | 7.47K | -2.07% | 796.03K | 105.25 | 0.05% |
| 100 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 859 | -9.2% | 765.9K | 340.46 | 0.04% |
| 101 | CVX | Chevron Corpora... | 145.87 | +0.62% | 5.28K | -1.78% | 765.32K | 107.57 | 0.04% |
| 102 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 2.86K | -10.62% | 755.68K | 208.26 | 0.04% |
| 103 | IWO | iShares Russell... | 275.04 | -1.96% | 2.62K | 0.00% | 752.94K | 197.89 | 0.04% |
| 104 | TMCI | Treace Medical ... | 5.68 | -3.24% | 100K | +44.93% | 744K | 6.78 | 0.04% |
| 105 | SLYV | SPDR S&P 600 Sm... | 77.89 | -1.99% | 8K | -5.6% | 698.09K | 83.78 | 0.04% |
| 106 | SHOP | Shopify Inc. | 105.38 | -3.51% | 6.42K | -0.6% | 682.75K | 35.55 | 0.04% |
| 107 | VOOG | Vanguard S&P 50... | 379.07 | -1.22% | 1.79K | 0.00% | 654.33K | 275.6 | 0.04% |
| 108 | CDNS | Cadence Design ... | 299.99 | -2.55% | 2.18K | +1.68% | 653.8K | 18.91 | 0.04% |
| 109 | XLK | Technology Sele... | 239.10 | -1.43% | 2.8K | -28.26% | 650.36K | 209.97 | 0.04% |
| 110 | SDY | SPDR S&P Divide... | 134.86 | -1.15% | 4.9K | 0.00% | 647.29K | 142.04 | 0.04% |
| 111 | GEV | GE Vernova Inc. | 478.05 | -1.97% | 1.97K | 0.00% | 647K | 169.52 | 0.04% |
| 112 | HYG | iShares iBoxx $... | 79.35 | -0.31% | 8.15K | 0.00% | 641K | 78.19 | 0.04% |
| 113 | ADI | Analog Devices,... | 225.02 | -3.06% | 2.98K | -25.78% | 633.13K | 194.69 | 0.04% |
| 114 | MOS | The Mosaic Comp... | 35.76 | +3.38% | 25.47K | -18.58% | 626.15K | 26.78 | 0.04% |
| 115 | VUG | Vanguard Growth... | 418.25 | -1.39% | 1.5K | -8.7% | 616.07K | 376.7 | 0.04% |
| 116 | APH | Amphenol Corpor... | 92.50 | -2.22% | 8.83K | 0.00% | 613.52K | 32.64 | 0.04% |
| 117 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 2.6K | +11.59% | 602.46K | 127.37 | 0.04% |
| 118 | PM | Philip Morris I... | 184.25 | +0.08% | 4.9K | -9.74% | 589.9K | 82.72 | 0.03% |
| 119 | SOLV | Solventum Corpo... | 73.78 | -0.69% | 8.62K | -1.24% | 569.11K | 53.71 | 0.03% |
| 120 | ECL | Ecolab Inc. | 263.97 | -2.58% | 2.41K | -1.83% | 565.7K | 201.41 | 0.03% |
| 121 | AMGN | Amgen Inc. | 295.15 | -0.72% | 2.13K | +0.19% | 554.46K | 233.44 | 0.03% |
| 122 | ISRG | Intuitive Surgi... | 511.75 | -0.24% | 1.04K | +1.86% | 542.84K | 278.54 | 0.03% |
| 123 | CSCO | Cisco Systems, ... | 64.10 | -1.54% | 9K | +1.06% | 532.68K | 41.7 | 0.03% |
| 124 | SOWG | Sow Good Inc. | 0.76 | -1.7% | 251.37K | 0.00% | 512.8K | 14.48 | 0.03% |
| 125 | SOXX | iShares Semicon... | 220.96 | -2.61% | 2.37K | 0.00% | 509.69K | 95.57 | 0.03% |
| 126 | PFE | Pfizer Inc. | 24.52 | -1.29% | 19.09K | -5.38% | 506.54K | 33.44 | 0.03% |
| 127 | RCL | Royal Caribbean... | 258.15 | -2.85% | 2.18K | 0.00% | 503.65K | 103.74 | 0.03% |
| 128 | KBWR | Invesco KBW Reg... | 55.33 | -2.36% | 8.39K | 0.00% | 501.94K | 43.38 | 0.03% |
| 129 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 958 | -2.34% | 498.38K | 656.78 | 0.03% |
| 130 | ZTS | Zoetis Inc. | 164.36 | -2.64% | 3.02K | +0.93% | 492.56K | 103.13 | 0.03% |
| 131 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 6.92K | 0.00% | 477.02K | 67.51 | 0.03% |
| 132 | IVW | iShares S&P 500... | 105.11 | -1.22% | 4.69K | -1.01% | 475.77K | 34.08 | 0.03% |
| 133 | HTGC | Hercules Capita... | 17.98 | -0.75% | 23K | 0.00% | 462.07K | 13.49 | 0.03% |
| 134 | ELV | Elevance Health... | 384.66 | -0.4% | 1.24K | +1.98% | 456.33K | 263.52 | 0.03% |
| 135 | HON | Honeywell Inter... | 224.31 | -0.77% | 2.01K | -0.1% | 453.79K | 164.55 | 0.03% |
| 136 | MO | Altria Group, I... | 59.80 | -0.19% | 8.67K | -3.32% | 453.14K | 44.54 | 0.03% |
| 137 | MLI | Mueller Industr... | 74.27 | -2.84% | 5.6K | 0.00% | 444.42K | 36.74 | 0.03% |
| 138 | AMAT | Applied Materia... | 170.59 | -2.52% | 2.73K | -42.62% | 443.94K | 51.49 | 0.03% |
| 139 | IEFA | iShares Core MS... | 83.03 | -1.26% | 6.26K | 0.00% | 440.23K | 72.04 | 0.03% |
| 140 | CLF | Cleveland-Cliff... | 7.18 | -0.07% | 46.43K | +0.01% | 436.43K | 21.23 | 0.03% |
| 141 | AAXJ | iShares MSCI Al... | 80.74 | -1.56% | 6.03K | -5.41% | 435.53K | 66.5 | 0.03% |
| 142 | HRL | Hormel Foods Co... | 30.58 | -1.51% | 13.49K | +0.22% | 423.25K | 23.1 | 0.02% |
| 143 | JEPI | JPMorgan Equity... | 56.01 | -0.76% | 7.34K | 0.00% | 422.19K | 59.51 | 0.02% |
| 144 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.25% | 8.33K | +57.70% | 417.73K | 50.26 | 0.02% |
| 145 | HUBS | HubSpot, Inc. | 553.40 | -2.88% | 598 | +26.43% | 416.67K | 485.31 | 0.02% |
| 146 | TECH | Bio-Techne Corp... | 50.53 | -1.94% | 5.73K | +31.23% | 412.49K | 74.88 | 0.02% |
| 147 | DVY | iShares Select ... | 131.22 | -1.06% | 3.14K | +37.28% | 412.38K | 126.63 | 0.02% |
| 148 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 1.23K | -24.1% | 410.56K | 263.66 | 0.02% |
| 149 | DFUV | Dimensional US ... | 41.22 | -0.96% | 9.82K | +20.11% | 402.03K | 39.4 | 0.02% |
| 150 | TSM | Taiwan Semicond... | 211.10 | -2.01% | 2.02K | +1.05% | 399.72K | 144.16 | 0.02% |