Accredited Investors Inc. Top Holdings and 13F Report (2025) About Accredited Investors Inc.Investment ActivityAccredited Investors Inc. has $1.71 billion in total holdings as of December 31, 2024.Accredited Investors Inc. owns shares of 228 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.74% of the portfolio was purchased this quarter.About 5.61% of the portfolio was sold this quarter.This quarter, Accredited Investors Inc. has purchased 236 new stocks and bought additional shares in 82 stocks.Accredited Investors Inc. sold shares of 97 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $166,811,348Avantis International Small Cap Value ETF $160,253,796Schwab US Broad Market ETF $110,657,683United Parcel Service $98,956,885iShares Core S&P Small-Cap ETF $88,810,302 Largest New Holdings this Quarter iShares ESG Advanced Total USD Bond Market ETF $838,683 HoldingFiserv $361,334 HoldingDell Technologies $322,211 HoldingKinder Morgan $252,792 HoldingThe Goldman Sachs Group $226,758 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 3,255,414 shares (about $73.90M)iShares Core S&P Mid-Cap ETF 380,275 shares (about $23.69M)Schwab Fundamental U.S. Small Company Index ETF 447,376 shares (about $13.29M)Avantis International Small Cap Value ETF 147,117 shares (about $9.57M)Berkshire Hathaway 15,192 shares (about $6.89M) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 745,059 shares (about $42.77M)Roblox 188,515 shares (about $10.91M)iShares Core U.S. Aggregate Bond ETF 95,522 shares (about $9.26M)1/100 BERKSHIRE HATHAWAY INC 1,000 shares (about $6.81M)Vanguard Long-Term Treasury Index ETF 97,856 shares (about $5.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAccredited Investors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$166,811,348$23,694,935 ▲16.6%2,677,1209.8%ETFAVDVAvantis International Small Cap Value ETF$160,253,796$9,574,376 ▲6.4%2,462,4129.4%ETFSCHBSchwab US Broad Market ETF$110,657,683$73,897,895 ▲201.0%4,874,7886.5%ETFUPSUnited Parcel Service$98,956,885$22,068 ▼0.0%784,7495.8%TransportationIJRiShares Core S&P Small-Cap ETF$88,810,302$664,243 ▼-0.7%770,7895.2%ETFIVViShares Core S&P 500 ETF$76,038,333$232,528 ▼-0.3%129,1684.5%ETFVTVVanguard Value ETF$72,453,421$4,783,242 ▲7.1%427,9584.2%ETFAMZNAmazon.com$63,620,726$1,075,231 ▼-1.7%289,9893.7%Retail/WholesaleAAPLApple$60,164,810$547,417 ▼-0.9%240,2563.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$58,799,754$5,233,949 ▼-8.2%777,6723.4%FinanceRBLXRoblox$57,678,551$10,907,478 ▼-15.9%996,8643.4%Consumer Discretionary1/100 BERKSHIRE HATHAWAY INC$54,473,600$6,809,200 ▼-11.1%8,0003.2%CL AIWMiShares Russell 2000 ETF$52,376,312$340,057 ▼-0.6%237,0403.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$43,324,606$851,226 ▼-1.9%847,1762.5%ETFIWFiShares Russell 1000 Growth ETF$38,522,854$264,240 ▼-0.7%95,9282.3%ETFVEUVanguard FTSE All-World ex-US ETF$31,871,263$42,773,819 ▼-57.3%555,1521.9%ETFIWPiShares Russell Mid-Cap Growth ETF$28,316,351$528,928 ▼-1.8%223,4031.7%ETFBRK.BBerkshire Hathaway$26,197,146$6,886,185 ▲35.7%57,7951.5%FinanceVTVanguard Total World Stock ETF$25,909,455$1,339,034 ▲5.4%220,5441.5%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$23,391,353$13,287,061 ▲131.5%787,5881.4%ETFVEAVanguard FTSE Developed Markets ETF$22,296,612$1,013,641 ▼-4.3%466,2611.3%ETFMSFTMicrosoft$15,841,731$6,550,141 ▲70.5%37,5840.9%Computer and TechnologyADPAutomatic Data Processing$14,936,228$1,464 ▲0.0%51,0240.9%Business ServicesESMLiShares ESG Aware MSCI USA Small-Cap ETF$14,355,093$132,878 ▼-0.9%341,3820.8%ETFSPYSPDR S&P 500 ETF Trust$13,974,035$117,217 ▲0.8%23,8430.8%FinanceEFViShares MSCI EAFE Value ETF$13,328,186$177,191 ▲1.3%254,0150.8%ETFIWSiShares Russell Mid-Cap Value ETF$10,368,278$226,216 ▼-2.1%80,1630.6%ETFVGLTVanguard Long-Term Treasury Index ETF$9,909,255$5,416,330 ▼-35.3%179,0290.6%ETFCHRWC.H. Robinson Worldwide$9,714,938$268,944 ▲2.8%94,0270.6%TransportationNVDANVIDIA$9,644,667$2,686 ▼0.0%71,8200.6%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$8,634,682$138,763 ▼-1.6%185,9320.5%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$8,374,323$237,261 ▼-2.8%201,2570.5%ManufacturingVTIVanguard Total Stock Market ETF$7,996,097$226,630 ▲2.9%27,5910.5%ETFGISGeneral Mills$7,695,037$15,369 ▼-0.2%120,6690.5%Consumer StaplesMGKVanguard Mega Cap Growth ETF$7,367,518$179,603 ▼-2.4%21,4540.4%ETFSUSAiShares MSCI USA ESG Select ETF$7,291,453$237,342 ▼-3.2%59,9680.4%ETFONBOld National Bancorp$6,034,042$334,344 ▼-5.3%278,0020.4%FinanceGOOGAlphabet$5,903,019$333,458 ▲6.0%30,9970.3%Computer and TechnologyJPMJPMorgan Chase & Co.$5,027,510$41,231 ▲0.8%20,9730.3%FinanceESGDiShares ESG Aware MSCI EAFE ETF$4,955,312$158,903 ▼-3.1%65,0820.3%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$4,871,421$9,256,020 ▼-65.5%50,2730.3%FinanceDSIiShares MSCI KLD 400 Social ETF$3,965,026$206,167 ▼-4.9%35,9640.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$3,865,183$372,801 ▲10.7%77,7390.2%ManufacturingDMXFiShares ESG Advanced MSCI EAFE ETF$3,830,027$357,284 ▲10.3%59,2700.2%ManufacturingUNHUnitedHealth Group$3,811,755$143,668 ▼-3.6%7,5350.2%MedicalMMM3M$3,703,950$249,400 ▼-6.3%28,6930.2%Multi-Sector ConglomeratesIWBiShares Russell 1000 ETF$3,500,913$322 ▲0.0%10,8670.2%ETFVBVanguard Small-Cap ETF$3,242,338$3,604 ▲0.1%13,4940.2%ETFUSBU.S. Bancorp$3,166,257$14,732 ▲0.5%66,1980.2%FinanceGOOGLAlphabet$3,081,243$113,202 ▲3.8%16,2770.2%Computer and TechnologyVXFVanguard Extended Market ETF$3,032,2710.0%15,9610.2%ETFVOOVanguard S&P 500 ETF$2,771,726$31,791 ▲1.2%5,1440.2%ETFTSLATesla$2,757,615$327,537 ▼-10.6%6,8280.2%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$2,629,587$1,111 ▼0.0%14,2040.2%ETFLLYEli Lilly and Company$2,506,207$33,200 ▲1.3%3,2460.1%MedicalCOSTCostco Wholesale$2,434,333$6,413 ▲0.3%2,6570.1%Retail/WholesaleSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,308,956$497,359 ▲27.5%93,4800.1%ManufacturingQQQInvesco QQQ$2,254,529$324,120 ▲16.8%4,4100.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$2,231,907$12,219 ▼-0.5%17,3530.1%ETFMETAMeta Platforms$2,176,738$52,691 ▲2.5%3,7180.1%Computer and TechnologyGGGGraco$2,056,760$64,229 ▲3.2%24,4010.1%Industrial ProductsTCMDTactile Systems Technology$1,977,402$1,713 ▲0.1%115,4350.1%MedicalTRVTravelers Companies$1,976,976$4,095 ▼-0.2%8,2070.1%FinanceACNAccenture$1,963,692$4,573 ▲0.2%5,5820.1%Computer and TechnologyVVisa$1,901,613$120,095 ▼-5.9%6,0170.1%Business ServicesPGProcter & Gamble$1,860,264$188,273 ▼-9.2%11,0960.1%Consumer StaplesXOMExxon Mobil$1,822,224$42,060 ▼-2.3%16,9400.1%Oils/EnergyORCLOracle$1,804,711$42,493 ▲2.4%10,8300.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,764,188$5,480 ▼-0.3%29,9370.1%ETFHDHome Depot$1,729,150$23,730 ▼-1.4%4,4450.1%Retail/WholesaleABTAbbott Laboratories$1,620,888$61,306 ▲3.9%14,3300.1%MedicalAONAON$1,502,725$7,542 ▼-0.5%4,1840.1%FinanceSPSCSPS Commerce$1,458,489$3,312 ▲0.2%7,9270.1%Business ServicesABBVAbbVie$1,437,701$28,253 ▲2.0%8,0910.1%MedicalPEPPepsiCo$1,413,865$204,370 ▼-12.6%9,2980.1%Consumer StaplesXELXcel Energy$1,406,747$675 ▲0.0%20,8350.1%UtilitiesGWXSPDR S&P International Small Cap ETF$1,372,574$131,222 ▲10.6%44,2980.1%ETFWMTWalmart$1,345,405$56,650 ▼-4.0%14,8910.1%Retail/WholesaleAXPAmerican Express$1,284,147$59,058 ▼-4.4%4,3270.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,273,772$954,103 ▲298.5%45,7040.1%ETFWFCWells Fargo & Company$1,226,282$314,964 ▼-20.4%17,4580.1%FinanceHTLFHeartland Financial USA$1,217,517$23,051 ▲1.9%19,8600.1%FinanceFASTFastenal$1,194,857$130,732 ▼-9.9%16,6160.1%Retail/WholesaleJNJJohnson & Johnson$1,185,793$43,099 ▲3.8%8,1990.1%MedicalMRKMerck & Co., Inc.$1,170,743$6,466 ▼-0.5%11,7690.1%MedicalGEGeneral Electric$1,158,935$130,605 ▼-10.1%6,9480.1%TransportationTGTTarget$1,137,177$14,059 ▲1.3%8,4120.1%Retail/WholesaleMCDMcDonald's$1,120,875$12,464 ▲1.1%3,8670.1%Retail/WholesaleTNCTennant$1,088,262$15,165 ▲1.4%13,3480.1%Industrial ProductsBACBank of America$1,045,272$23,645 ▼-2.2%23,7830.1%FinanceVIGVanguard Dividend Appreciation ETF$1,004,430$30,158 ▼-2.9%5,1290.1%ETFMDTMedtronic$916,712$3,355 ▲0.4%11,4760.1%MedicalMDYSPDR S&P MidCap 400 ETF Trust$892,096$23,926 ▼-2.6%1,5660.1%ETFIBMInternational Business Machines$880,436$6,595 ▲0.8%4,0050.1%Computer and TechnologyKOCoca-Cola$872,598$7,596 ▲0.9%14,0150.1%Consumer StaplesDISWalt Disney$841,249$27,949 ▲3.4%7,5550.0%Consumer DiscretionaryEUSBiShares ESG Advanced Total USD Bond Market ETF$838,683$838,683 ▲New Holding19,7430.0%ETFBMYBristol-Myers Squibb$834,512$792 ▼-0.1%14,7540.0%MedicalCATCaterpillar$829,363$14,512 ▼-1.7%2,2860.0%Industrial ProductsBRBroadridge Financial Solutions$807,3670.0%3,5710.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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