Accredited Investors Inc.
CIK Number: 0001518364
Main Sectors:
Top Industries:
Filing Date: May 6, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVDV | Avantis Interna... | 83.92 | -0.31% | 2.48M | +0.86% | 173.2M | 62.15 | 10.75% | Share |
| 2 | IJH | iShares Core S&... | 63.85 | -1.31% | 2.67M | -0.2% | 155.89M | 55.05 | 9.68% | Share |
| 3 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 4.89M | +0.38% | 105.35M | 15.7 | 6.54% | Share |
| 4 | UPS | United Parcel S... | 88.56 | +0.43% | 784.42K | -0.04% | 86.28M | 167.66 | 5.36% | Share |
| 5 | IJR | iShares Core S&... | 115.17 | -1.4% | 776.71K | +0.77% | 81.22M | 83.19 | 5.04% | Share |
| 6 | VTV | Vanguard Value ... | 180.44 | -0.2% | 445.69K | +4.14% | 76.99M | 147.03 | 4.78% | Share |
| 7 | IVV | iShares Core S&... | 648.15 | +0.01% | 128.46K | -0.55% | 72.18M | 182.38 | 4.48% | Share |
| 8 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 80 | +100.00% | 63.88M | 798441.6 | 3.97% | Share |
| 9 | RBLX | Roblox Corporat... | 125.28 | -1.18% | 956.89K | -4.01% | 55.78M | 88.58 | 3.46% | Share |
| 10 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 642.31K | -17.41% | 52.5M | 67.93 | 3.26% | Share |
| 11 | AAPL | Apple Inc. | 232.81 | -0.22% | 230.31K | -4.14% | 51.16M | 55.95 | 3.18% | Share |
| 12 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 255.47K | -11.9% | 48.61M | 169.32 | 3.02% | Share |
| 13 | IWM | iShares Russell... | 228.20 | -1.31% | 231.39K | -2.38% | 46.16M | 98.24 | 2.87% | Share |
| 14 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 826.97K | -2.39% | 42.23M | 34.02 | 2.62% | Share |
| 15 | IWF | iShares Russell... | 450.40 | +0.11% | 95.38K | -0.57% | 34.44M | 66.8 | 2.14% | Share |
| 16 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 55.48K | -4.01% | 29.55M | 302.21 | 1.83% | Share |
| 17 | IWP | iShares Russell... | 139.75 | -0.98% | 217.41K | -2.68% | 25.54M | 71.04 | 1.59% | Share |
| 18 | VT | Vanguard Total ... | 133.34 | -0.27% | 215.26K | -2.4% | 24.96M | 97.89 | 1.55% | Share |
| 19 | FNDA | Schwab Fundamen... | 30.34 | -1.19% | 846.16K | +7.44% | 23.18M | 26.83 | 1.44% | Share |
| 20 | VEA | Vanguard Develo... | 58.60 | -0.18% | 373.98K | -19.79% | 19.01M | 44.85 | 1.18% | Share |
| 21 | ADP | Automatic Data ... | 301.52 | -1.12% | 51.07K | +0.09% | 15.6M | 145.96 | 0.97% | Share |
| 22 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 252K | -0.79% | 14.85M | 50.42 | 0.92% | Share |
| 23 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 37.47K | -0.31% | 14.06M | 284.63 | 0.87% | Share |
| 24 | ESML | iShares ESG Awa... | 43.26 | -1.23% | 351.96K | +3.10% | 13.52M | 33.29 | 0.84% | Share |
| 25 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 24.16K | +1.32% | 13.51M | 349.35 | 0.84% | Share |
| 26 | CHRW | C.H. Robinson W... | 121.57 | +0.48% | 112.93K | +20.10% | 11.56M | 81.63 | 0.72% | Share |
| 27 | EAGG | iShares ESG U.S... | 47.48 | -0.25% | 219.62K | +18.12% | 10.43M | 50.87 | 0.65% | Share |
| 28 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 159.83K | -71.21% | 9.7M | 57.1 | 0.60% | Share |
| 29 | IWS | iShares Russell... | 136.53 | -0.81% | 74.2K | -7.44% | 9.35M | 108.23 | 0.58% | Share |
| 30 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 71.25K | -0.8% | 7.72M | 31.04 | 0.48% | Share |
| 31 | VTI | Vanguard Total ... | 317.25 | -0.13% | 27.02K | -2.08% | 7.43M | 178.16 | 0.46% | Share |
| 32 | PRFZ | Invesco FTSE RA... | 43.17 | -1.19% | 194.86K | -3.18% | 7.38M | 32.03 | 0.46% | Share |
| 33 | GIS | General Mills, ... | 49.66 | -0.14% | 119.92K | -0.62% | 7.17M | 50.78 | 0.45% | Share |
| 34 | SUSA | iShares MSCI US... | 131.37 | -0.15% | 59.73K | -0.39% | 6.86M | 76.88 | 0.43% | Share |
| 35 | MGK | Vanguard Mega C... | 389.58 | +0.29% | 20.72K | -3.42% | 6.4M | 154.94 | 0.40% | Share |
| 36 | ONB | Old National Ba... | 21.60 | -1.01% | 278K | 0.00% | 5.89M | 18.66 | 0.37% | Share |
| 37 | ESGD | iShares ESG Awa... | 91.05 | -0.13% | 62.31K | -4.27% | 5.09M | 68.3 | 0.32% | Share |
| 38 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 20.58K | -1.86% | 5.05M | 127.65 | 0.31% | Share |
| 39 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 31.7K | +2.26% | 4.95M | 120.15 | 0.31% | Share |
| 40 | DMXF | iShares ESG Adv... | 75.01 | +0.03% | 73.05K | +23.25% | 4.92M | 62.13 | 0.31% | Share |
| 41 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 9.06K | +20.31% | 4.75M | 317.12 | 0.29% | Share |
| 42 | MMM | 3M Company | 156.66 | -2.21% | 28.63K | -0.24% | 4.2M | 108.73 | 0.26% | Share |
| 43 | USXF | iShares ESG Adv... | 56.30 | -0.38% | 82.63K | +6.29% | 3.86M | 36.22 | 0.24% | Share |
| 44 | SUSB | iShares ESG 1-5... | 25.18 | -0.1% | 145.27K | +55.41% | 3.63M | 24.73 | 0.23% | Share |
| 45 | DSI | iShares MSCI KL... | 121.50 | -0.19% | 34.21K | -4.87% | 3.5M | 66.98 | 0.22% | Share |
| 46 | IWB | iShares Russell... | 354.15 | -0.03% | 10.87K | +0.06% | 3.34M | 91.78 | 0.21% | Share |
| 47 | AGG | iShares Core U.... | 99.10 | -0.27% | 31.26K | -37.82% | 3.09M | 96.53 | 0.19% | Share |
| 48 | VB | Vanguard Small ... | 246.81 | -1.26% | 13.93K | +3.25% | 3.09M | 145.14 | 0.19% | Share |
| 49 | IWD | iShares Russell... | 198.66 | -0.29% | 14.85K | +4.53% | 2.79M | 120.55 | 0.17% | Share |
| 50 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 5.4K | +4.90% | 2.77M | 391.56 | 0.17% | Share |
| 51 | VXF | Vanguard Extend... | 200.85 | -1.21% | 15.96K | 0.00% | 2.75M | 106.58 | 0.17% | Share |
| 52 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 3.29K | +1.36% | 2.72M | 555.29 | 0.17% | Share |
| 53 | USB | U.S. Bancorp | 46.83 | +0.46% | 64.1K | -3.17% | 2.71M | 45.59 | 0.17% | Share |
| 54 | COST | Costco Wholesal... | 975.42 | -0.35% | 2.67K | +0.64% | 2.53M | 450.23 | 0.16% | Share |
| 55 | TRV | The Travelers C... | 268.64 | -0.25% | 8.66K | +5.54% | 2.29M | 178.43 | 0.14% | Share |
| 56 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 14.8K | -9.09% | 2.29M | 119.56 | 0.14% | Share |
| 57 | META | Meta Platforms,... | 781.96 | +0.24% | 3.9K | +4.87% | 2.25M | 217.21 | 0.14% | Share |
| 58 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 4.55K | +3.11% | 2.13M | 251.92 | 0.13% | Share |
| 59 | V | Visa Inc. | 345.40 | +0.83% | 6.04K | +0.32% | 2.12M | 231.95 | 0.13% | Share |
| 60 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 17.65K | +4.19% | 2.1M | 98.04 | 0.13% | Share |
| 61 | GGG | Graco Inc. | 85.26 | -2.58% | 24.91K | +2.07% | 2.08M | 40.92 | 0.13% | Share |
| 62 | ITOT | iShares Core S&... | 140.91 | -0.11% | 16.89K | -2.69% | 2.06M | 87.12 | 0.13% | Share |
| 63 | ABT | Abbott Laborato... | 129.32 | -0.06% | 14.2K | -0.94% | 1.88M | 78.72 | 0.12% | Share |
| 64 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 29.81K | -0.44% | 1.85M | 56.46 | 0.11% | Share |
| 65 | PG | The Procter & G... | 153.70 | -1.1% | 10.71K | -3.51% | 1.82M | 99.34 | 0.11% | Share |
| 66 | ACN | Accenture plc | 246.13 | +0.18% | 5.54K | -0.75% | 1.73M | 279.21 | 0.11% | Share |
| 67 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 8.06K | -0.41% | 1.69M | 121.41 | 0.10% | Share |
| 68 | AON | Aon plc | 366.34 | -1.23% | 4.22K | +0.91% | 1.68M | 294.75 | 0.10% | Share |
| 69 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 6.46K | -5.45% | 1.67M | 238.35 | 0.10% | Share |
| 70 | HD | The Home Depot,... | 400.32 | -1.68% | 4.48K | +0.88% | 1.64M | 193.56 | 0.10% | Share |
| 71 | TCMD | Tactile Systems... | 12.38 | -4.4% | 115.33K | -0.09% | 1.52M | 14.75 | 0.09% | Share |
| 72 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 10.71K | -1.15% | 1.5M | 50.93 | 0.09% | Share |
| 73 | XEL | Xcel Energy Inc... | 72.39 | -0.73% | 20.97K | +0.63% | 1.48M | 63.74 | 0.09% | Share |
| 74 | EUSB | iShares ESG Adv... | 43.51 | -0.26% | 33.27K | +68.53% | 1.44M | 42.82 | 0.09% | Share |
| 75 | GE | GE Aerospace | 269.72 | +0.32% | 7.17K | +3.24% | 1.44M | 67.84 | 0.09% | Share |
| 76 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 8.51K | +3.84% | 1.41M | 135.68 | 0.09% | Share |
| 77 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 9.36K | +0.65% | 1.4M | 125.85 | 0.09% | Share |
| 78 | GWX | SPDR S&P Intern... | 38.68 | -0.49% | 42.97K | -3.01% | 1.37M | 31.11 | 0.09% | Share |
| 79 | FAST | Fastenal Compan... | 48.70 | -1.04% | 16.89K | +1.63% | 1.31M | 54.16 | 0.08% | Share |
| 80 | WMT | Walmart Inc. | 100.84 | -0.15% | 14.37K | -3.53% | 1.26M | 50.02 | 0.08% | Share |
| 81 | MCD | McDonald's Corp... | 308.84 | +1.24% | 3.99K | +3.10% | 1.25M | 167.91 | 0.08% | Share |
| 82 | AXP | American Expres... | 307.72 | +0.28% | 4.34K | +0.32% | 1.17M | 135.09 | 0.07% | Share |
| 83 | DVY | iShares Select ... | 138.75 | -0.41% | 8.56K | +172.52% | 1.15M | 131.48 | 0.07% | Share |
| 84 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 45.7K | +0.00% | 1.14M | 15.37 | 0.07% | Share |
| 85 | UMBF | UMB Financial C... | 117.06 | +0.33% | 10.92K | +100.00% | 1.1M | 101.1 | 0.07% | Share |
| 86 | TNC | Tennant Company | 82.70 | -3.09% | 13.61K | +1.96% | 1.09M | 44.77 | 0.07% | Share |
| 87 | MDT | Medtronic plc | 91.95 | -1.03% | 11.96K | +4.24% | 1.08M | 98.34 | 0.07% | Share |
| 88 | SPSC | SPS Commerce, I... | 113.54 | -1.57% | 7.92K | -0.08% | 1.05M | 37.75 | 0.07% | Share |
| 89 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 14.61K | -16.33% | 1.05M | 50.92 | 0.07% | Share |
| 90 | VIG | Vanguard Divide... | 210.08 | +0.06% | 5.4K | +5.32% | 1.05M | 177.39 | 0.07% | Share |
| 91 | KO | The Coca-Cola C... | 69.52 | -1.33% | 14.21K | +1.43% | 1.02M | 56.82 | 0.06% | Share |
| 92 | BAC | Bank of America... | 47.70 | +0.97% | 23.92K | +0.57% | 998.15K | 32.24 | 0.06% | Share |
| 93 | MRK | Merck & Co., In... | 82.74 | +0.04% | 10.81K | -8.14% | 970.43K | 60.27 | 0.06% | Share |
| 94 | TGT | Target Corporat... | 104.22 | -1.08% | 9.1K | +8.17% | 949.57K | 147.06 | 0.06% | Share |
| 95 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 3.57K | +24.89% | 923.95K | 218.29 | 0.06% | Share |
| 96 | BR | Broadridge Fina... | 259.14 | -0.97% | 3.8K | +6.38% | 921.11K | 136.68 | 0.06% | Share |
| 97 | BMY | Bristol-Myers S... | 47.81 | -0.08% | 14.76K | +0.02% | 900.01K | 62.71 | 0.06% | Share |
| 98 | IBM | International B... | 237.04 | -1.26% | 3.57K | -10.89% | 887.37K | 138.83 | 0.06% | Share |
| 99 | CVX | Chevron Corpora... | 155.20 | -0.43% | 5.29K | +0.08% | 884.64K | 107.62 | 0.05% | Share |
| 100 | TMCI | Treace Medical ... | 6.95 | +0.72% | 100K | 0.00% | 839K | 6.78 | 0.05% | Share |
| 101 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 1.57K | 0.00% | 835.56K | 475.2 | 0.05% | Share |
| 102 | MUB | iShares Nationa... | 104.03 | -0.18% | 7.67K | +2.62% | 808.41K | 105.26 | 0.05% | Share |
| 103 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 853 | -0.7% | 795.72K | 340.45 | 0.05% | Share |
| 104 | PM | Philip Morris I... | 165.25 | -0.38% | 4.83K | -1.41% | 767.06K | 82.72 | 0.05% | Share |
| 105 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 2.29K | +0.09% | 754.59K | 214.75 | 0.05% | Share |
| 106 | DIS | The Walt Disney... | 116.33 | -0.27% | 7.47K | -1.18% | 736.91K | 96.99 | 0.05% | Share |
| 107 | MOS | The Mosaic Comp... | 32.08 | -0.42% | 25.47K | 0.00% | 688.05K | 26.78 | 0.04% | Share |
| 108 | AMGN | Amgen Inc. | 290.28 | +0.33% | 2.16K | +1.74% | 674.22K | 234.78 | 0.04% | Share |
| 109 | ECL | Ecolab Inc. | 279.98 | -0.66% | 2.63K | +9.11% | 667.69K | 205.76 | 0.04% | Share |
| 110 | IWO | iShares Russell... | 300.39 | -1.45% | 2.61K | -0.38% | 665.91K | 197.89 | 0.04% | Share |
| 111 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 4.9K | 0.00% | 664.83K | 142.04 | 0.04% | Share |
| 112 | SOLV | Solventum Corpo... | 73.22 | -1.55% | 8.62K | 0.00% | 655.09K | 53.71 | 0.04% | Share |
| 113 | HYG | iShares iBoxx $... | 80.42 | -0.24% | 8.15K | 0.00% | 642.95K | 78.19 | 0.04% | Share |
| 114 | SLYV | SPDR S&P 600 Sm... | 85.33 | -1.11% | 7.93K | -0.82% | 622.1K | 83.78 | 0.04% | Share |
| 115 | SHOP | Shopify Inc. | 144.27 | -3.88% | 6.36K | -1.03% | 606.77K | 35.55 | 0.04% | Share |
| 116 | ADI | Analog Devices,... | 236.13 | -0.63% | 2.99K | +0.20% | 602.19K | 194.7 | 0.04% | Share |
| 117 | VOOG | Vanguard S&P 50... | 417.55 | +0.10% | 1.79K | +0.06% | 597.98K | 275.63 | 0.04% | Share |
| 118 | XLK | Technology Sele... | 267.74 | -0.21% | 2.86K | +2.32% | 590.95K | 209.89 | 0.04% | Share |
| 119 | APH | Amphenol Corpor... | 110.75 | +0.84% | 8.89K | +0.65% | 583.16K | 32.85 | 0.04% | Share |
| 120 | VUG | Vanguard Growth... | 463.54 | +0.15% | 1.56K | +3.66% | 576.83K | 376.49 | 0.04% | Share |
| 121 | GEV | GE Vernova Inc. | 625.14 | -1.45% | 1.88K | -4.68% | 572.3K | 169.52 | 0.04% | Share |
| 122 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 9.01K | +0.13% | 556.01K | 41.72 | 0.03% | Share |
| 123 | CDNS | Cadence Design ... | 348.98 | -0.04% | 2.15K | -1.38% | 545.79K | 18.91 | 0.03% | Share |
| 124 | MO | Altria Group, I... | 65.54 | +0.06% | 8.71K | +0.51% | 522.78K | 44.62 | 0.03% | Share |
| 125 | IEFA | iShares Core MS... | 85.61 | -0.04% | 6.86K | +9.53% | 519.03K | 72.36 | 0.03% | Share |
| 126 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 1.04K | -0.1% | 514.59K | 278.54 | 0.03% | Share |
| 127 | ZTS | Zoetis Inc. | 153.05 | +0.40% | 3.04K | +0.69% | 501.26K | 103.55 | 0.03% | Share |
| 128 | PFE | Pfizer Inc. | 25.11 | -0.22% | 19.7K | +3.17% | 499.14K | 33.19 | 0.03% | Share |
| 129 | ELV | Elevance Health... | 295.37 | +0.32% | 1.14K | -8.16% | 494.12K | 263.52 | 0.03% | Share |
| 130 | HON | Honeywell Inter... | 218.15 | -0.73% | 2.29K | +14.09% | 485.42K | 170.38 | 0.03% | Share |
| 131 | KBWR | Invesco KBW Reg... | 60.43 | -0.02% | 8.39K | 0.00% | 471.46K | 43.38 | 0.03% | Share |
| 132 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 925 | -3.44% | 460.28K | 656.78 | 0.03% | Share |
| 133 | RCL | Royal Caribbean... | 312.34 | -0.34% | 2.23K | +2.11% | 458.03K | 105.84 | 0.03% | Share |
| 134 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 6.92K | 0.00% | 455K | 67.51 | 0.03% | Share |
| 135 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 7.89K | +7.52% | 450.87K | 59.34 | 0.03% | Share |
| 136 | HTGC | Hercules Capita... | 19.34 | -0.49% | 23K | 0.00% | 441.83K | 13.49 | 0.03% | Share |
| 137 | CTAS | Cintas Corporat... | 221.28 | -1.7% | 2.11K | +3.79% | 432.97K | 129.26 | 0.03% | Share |
| 138 | IVW | iShares S&P 500... | 115.82 | +0.14% | 4.64K | -1.02% | 430.55K | 34.08 | 0.03% | Share |
| 139 | MLI | Mueller Industr... | 92.13 | -1.71% | 5.65K | +0.82% | 429.89K | 37.06 | 0.03% | Share |
| 140 | HRL | Hormel Foods Co... | 28.31 | -2.28% | 13.82K | +2.42% | 427.52K | 23.29 | 0.03% | Share |
| 141 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 2.51K | -3.35% | 420.65K | 127.37 | 0.03% | Share |
| 142 | FI | Fiserv, Inc. | 134.58 | +0.22% | 1.86K | +5.91% | 411.41K | 206.28 | 0.03% | Share |
| 143 | FNDF | Schwab Fundamen... | 41.93 | -0.31% | 11.15K | 0.00% | 402.96K | 37.37 | 0.03% | Share |
| 144 | AMAT | Applied Materia... | 188.22 | -0.95% | 2.75K | +0.62% | 398.68K | 52.07 | 0.02% | Share |
| 145 | DFUV | Dimensional US ... | 43.41 | -0.48% | 9.64K | -1.92% | 397.09K | 39.4 | 0.02% | Share |
| 146 | VBR | Vanguard Small ... | 204.30 | -1.15% | 2.12K | +5.01% | 394.17K | 175.87 | 0.02% | Share |
| 147 | MA | Mastercard Inco... | 583.65 | +0.99% | 718 | +2.57% | 393.59K | 436.58 | 0.02% | Share |
| 148 | WAT | Waters Corporat... | 293.44 | -1.14% | 1.05K | 0.00% | 388.1K | 195.68 | 0.02% | Share |
| 149 | CLF | Cleveland-Cliff... | 10.55 | -0.71% | 46.43K | 0.00% | 381.65K | 21.23 | 0.02% | Share |
| 150 | BABA | Alibaba Group H... | 122.28 | -3.61% | 2.88K | +1.77% | 381.09K | 74.42 | 0.02% | Share |