Accredited Investors Inc. Top Holdings and 13F Report (2025) About Accredited Investors Inc.Investment ActivityAccredited Investors Inc. has $1.61 billion in total holdings as of March 31, 2025.Accredited Investors Inc. owns shares of 238 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.37% of the portfolio was purchased this quarter.About 8.03% of the portfolio was sold this quarter.This quarter, Accredited Investors Inc. has purchased 228 new stocks and bought additional shares in 108 stocks.Accredited Investors Inc. sold shares of 77 stocks and completely divested from 7 stocks this quarter.Largest Holdings Avantis International Small Cap Value ETF $173,204,893iShares Core S&P Mid-Cap ETF $155,890,325Schwab US Broad Market ETF $105,353,538United Parcel Service $86,278,497iShares Core S&P Small-Cap ETF $81,220,191 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $63,875,328 Holding902788108 - UMB Financial $1,104,113 Holding30212P303 - Expedia Group $363,432 Holding03076C106 - Ameriprise Financial $274,974 Holding78463V107 - SPDR Gold Shares $267,394 Holding Largest Purchases this Quarter Berkshire Hathaway 80 shares (about $63.88M)Vanguard Value ETF 17,732 shares (about $3.06M)C.H. Robinson Worldwide 18,904 shares (about $1.94M)Schwab Fundamental U.S. Small Company Index ETF 58,574 shares (about $1.60M)iShares ESG Aware U.S. Aggregate Bond ETF 33,685 shares (about $1.60M) Largest Sales this Quarter Vanguard FTSE All-World ex-US ETF 395,321 shares (about $23.98M)iShares MSCI EAFE ETF 135,360 shares (about $11.06M)Vanguard Long-Term Treasury Index ETF 174,929 shares (about $10.08M)Amazon.com 34,521 shares (about $6.57M)Vanguard FTSE Developed Markets ETF 92,285 shares (about $4.69M) 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 PortfolioSectorAVDVAvantis International Small Cap Value ETF$173,204,893$1,476,257 ▲0.9%2,483,58010.8%ETFIJHiShares Core S&P Mid-Cap ETF$155,890,325$319,641 ▼-0.2%2,671,6429.7%ETFSCHBSchwab US Broad Market ETF$105,353,538$399,360 ▲0.4%4,893,3376.5%ETFUPSUnited Parcel Service$86,278,497$36,077 ▼0.0%784,4215.4%TransportationIJRiShares Core S&P Small-Cap ETF$81,220,191$618,741 ▲0.8%776,7065.0%ETFVTVVanguard Value ETF$76,988,516$3,063,027 ▲4.1%445,6904.8%ETFIVViShares Core S&P 500 ETF$72,180,373$398,948 ▼-0.5%128,4584.5%ETFBRK.ABerkshire Hathaway$63,875,328$63,875,328 ▲New Holding804.0%FinanceRBLXRoblox$55,777,410$2,329,793 ▼-4.0%956,8953.5%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$52,496,131$11,062,967 ▼-17.4%642,3123.3%FinanceAAPLApple$51,159,718$2,208,419 ▼-4.1%230,3143.2%Computer and TechnologyAMZNAmazon.com$48,605,266$6,567,955 ▼-11.9%255,4683.0%Retail/WholesaleIWMiShares Russell 2000 ETF$46,159,525$1,127,516 ▼-2.4%231,3882.9%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$42,233,280$1,032,023 ▼-2.4%826,9682.6%ETFIWFiShares Russell 1000 Growth ETF$34,441,953$196,795 ▼-0.6%95,3832.1%ETFBRK.BBerkshire Hathaway$29,545,738$1,234,512 ▼-4.0%55,4771.8%FinanceIWPiShares Russell Mid-Cap Growth ETF$25,543,068$704,589 ▼-2.7%217,4061.6%ETFVTVanguard Total World Stock ETF$24,959,194$612,912 ▼-2.4%215,2581.5%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$23,176,375$1,604,342 ▲7.4%846,1621.4%ETFVEAVanguard FTSE Developed Markets ETF$19,009,219$4,690,851 ▼-19.8%373,9761.2%ETFADPAutomatic Data Processing$15,603,669$14,360 ▲0.1%51,0711.0%Business ServicesEFViShares MSCI EAFE Value ETF$14,853,175$118,469 ▼-0.8%252,0050.9%ETFMSFTMicrosoft$14,064,774$43,921 ▼-0.3%37,4670.9%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$13,518,893$406,416 ▲3.1%351,9630.8%ETFSPYSPDR S&P 500 ETF Trust$13,513,968$176,211 ▲1.3%24,1580.8%FinanceCHRWC.H. Robinson Worldwide$11,564,174$1,935,776 ▲20.1%112,9310.7%TransportationEAGGiShares ESG Aware U.S. Aggregate Bond ETF$10,427,415$1,599,364 ▲18.1%219,6170.6%ETFVEUVanguard FTSE All-World ex-US ETF$9,695,352$23,980,181 ▼-71.2%159,8310.6%ETFIWSiShares Russell Mid-Cap Value ETF$9,346,608$751,538 ▼-7.4%74,1970.6%ETFNVDANVIDIA$7,721,879$61,994 ▼-0.8%71,2480.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$7,425,425$157,760 ▼-2.1%27,0170.5%ETFPRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$7,377,448$242,153 ▼-3.2%194,8610.5%ManufacturingGISGeneral Mills$7,170,136$44,663 ▼-0.6%119,9220.4%Consumer StaplesSUSAiShares MSCI USA ESG Select ETF$6,861,542$26,994 ▼-0.4%59,7330.4%ETFMGKVanguard Mega Cap Growth ETF$6,399,994$226,718 ▼-3.4%20,7200.4%ETFONBOld National Bancorp$5,890,8710.0%278,0020.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$5,089,744$226,770 ▼-4.3%62,3060.3%ManufacturingJPMJPMorgan Chase & Co.$5,048,856$95,914 ▼-1.9%20,5820.3%FinanceGOOGAlphabet$4,952,126$109,516 ▲2.3%31,6980.3%Computer and TechnologyDMXFiShares ESG Advanced MSCI EAFE ETF$4,919,254$928,012 ▲23.3%73,0510.3%ManufacturingUNHUnitedHealth Group$4,747,649$801,313 ▲20.3%9,0650.3%MedicalMMM3M$4,203,826$9,986 ▼-0.2%28,6250.3%Multi-Sector ConglomeratesUSXFiShares ESG Advanced MSCI USA ETF$3,856,109$228,030 ▲6.3%82,6250.2%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,630,372$1,294,307 ▲55.4%145,2730.2%ManufacturingDSIiShares ESG MSCI KLD 400 ETF$3,503,798$179,322 ▼-4.9%34,2130.2%ETFIWBiShares Russell 1000 ETF$3,335,184$1,840 ▲0.1%10,8730.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,092,431$1,880,564 ▼-37.8%31,2620.2%FinanceVBVanguard Small-Cap ETF$3,089,749$97,352 ▲3.3%13,9330.2%ETFIWDiShares Russell 1000 Value ETF$2,793,612$120,987 ▲4.5%14,8470.2%ETFVOOVanguard S&P 500 ETF$2,773,005$129,503 ▲4.9%5,3960.2%ETFVXFVanguard Extended Market ETF$2,749,4420.0%15,9610.2%ETFLLYEli Lilly and Company$2,717,031$36,337 ▲1.4%3,2900.2%MedicalUSBU.S. Bancorp$2,706,333$88,535 ▼-3.2%64,1010.2%FinanceCOSTCostco Wholesale$2,529,292$16,080 ▲0.6%2,6740.2%Retail/WholesaleTRVTravelers Companies$2,290,744$120,329 ▲5.5%8,6620.1%FinanceGOOGLAlphabet$2,288,261$228,872 ▼-9.1%14,7970.1%Computer and TechnologyMETAMeta Platforms$2,247,134$104,317 ▲4.9%3,8990.1%Computer and TechnologyQQQInvesco QQQ$2,132,184$64,242 ▲3.1%4,5470.1%FinanceVVisa$2,115,377$6,659 ▲0.3%6,0360.1%Business ServicesXOMExxon Mobil$2,098,982$84,321 ▲4.2%17,6490.1%EnergyGGGGraco$2,079,984$42,256 ▲2.1%24,9070.1%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$2,060,340$56,855 ▼-2.7%16,8870.1%ETFABTAbbott Laboratories$1,883,002$17,908 ▼-0.9%14,1950.1%MedicalVXUSVanguard Total International Stock ETF$1,850,975$8,135 ▼-0.4%29,8060.1%ETFPGProcter & Gamble$1,824,491$66,463 ▼-3.5%10,7060.1%Consumer StaplesACNAccenture$1,728,702$13,106 ▼-0.8%5,5400.1%Computer and TechnologyABBVAbbVie$1,688,342$6,914 ▼-0.4%8,0580.1%MedicalAONAON$1,684,958$15,165 ▲0.9%4,2220.1%FinanceTSLATesla$1,673,262$96,415 ▼-5.4%6,4560.1%Auto/Tires/TrucksHDHome Depot$1,643,169$14,292 ▲0.9%4,4840.1%Retail/WholesaleTCMDTactile Systems Technology$1,524,729$1,322 ▼-0.1%115,3350.1%MedicalORCLOracle$1,496,806$17,336 ▼-1.1%10,7060.1%Computer and TechnologyXELXcel Energy$1,484,230$9,344 ▲0.6%20,9670.1%UtilitiesEUSBiShares ESG Advanced Total USD Bond Market ETF$1,441,386$586,119 ▲68.5%33,2730.1%ETFGEGE Aerospace$1,435,665$45,033 ▲3.2%7,1730.1%IndustrialsJNJJohnson & Johnson$1,411,929$52,238 ▲3.8%8,5140.1%MedicalPEPPepsiCo$1,403,080$8,996 ▲0.6%9,3580.1%Consumer StaplesGWXSPDR S&P International Small Cap ETF$1,373,161$42,603 ▼-3.0%42,9650.1%ETFFASTFastenal$1,309,587$21,016 ▲1.6%16,8870.1%Retail/WholesaleWMTWalmart$1,261,162$46,089 ▼-3.5%14,3660.1%Retail/WholesaleMCDMcDonald's$1,245,437$37,485 ▲3.1%3,9870.1%Retail/WholesaleAXPAmerican Express$1,168,039$3,767 ▲0.3%4,3410.1%FinanceDVYiShares Select Dividend ETF$1,149,522$727,717 ▲172.5%8,5600.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,144,461$25 ▲0.0%45,7050.1%ETFUMBFUMB Financial$1,104,113$1,104,113 ▲New Holding10,9210.1%FinanceTNCTennant$1,085,318$20,815 ▲2.0%13,6090.1%IndustrialsMDTMedtronic$1,075,005$43,762 ▲4.2%11,9630.1%MedicalSPSCSPS Commerce$1,051,354$796 ▼-0.1%7,9210.1%Business ServicesWFCWells Fargo & Company$1,048,637$204,673 ▼-16.3%14,6070.1%FinanceVIGVanguard Dividend Appreciation ETF$1,047,861$52,956 ▲5.3%5,4020.1%ETFKOCoca-Cola$1,018,106$14,324 ▲1.4%14,2150.1%Consumer StaplesBACBank of America$998,150$5,675 ▲0.6%23,9190.1%FinanceMRKMerck & Co., Inc.$970,429$85,993 ▼-8.1%10,8110.1%MedicalTGTTarget$949,574$71,695 ▲8.2%9,0990.1%Retail/WholesaleVOVanguard Mid-Cap ETF$923,953$184,118 ▲24.9%3,5730.1%ETFBRBroadridge Financial Solutions$921,106$55,281 ▲6.4%3,7990.1%Business ServicesBMYBristol-Myers Squibb$900,015$183 ▲0.0%14,7570.1%MedicalIBMInternational Business Machines$887,373$108,404 ▼-10.9%3,5690.1%Computer and TechnologyCVXChevron$884,644$669 ▲0.1%5,2880.1%EnergyTMCITreace Medical Concepts$839,0000.0%100,0000.1%MedicalShowing 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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