Holdings Channel
Home Articles Latest Filings All Funds Stocks Being Bought Stocks Being Sold Insider Buying
Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
VGLT +302,669+$18,623
MSTR +8,493+$5,364
AVGO +218+$243
NSC +1,012+$239
OBDC +15,969+$236
CRM +892+$235
DUK +2,188+$212
FIVE +991+$211
MA +487+$208
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ORCC -19,500-$270
ABNB -1,789-$245
SCHX -4,523-$229
SLB -3,680-$215
IJJ -2,074-$209
DRRX -56,800-$141
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VEU +729,406+$41,001
AVDV +442,880+$31,448
IJH +106,739+$34,790
SCHB +84,558+$10,088
VTV +52,800+$11,011
FNDA +41,073+$3,657
IWS +34,145+$4,664
EAGG +20,482+$1,312
DMXF +7,286+$738
USXF +7,277+$591
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SHV -881,979-$97,455
TLT -425,503-$37,239
EFA -273,547-$12,458
AAXJ -162,156-$8,594
AGG -93,692-$7,036
SPYV -59,789+$2,682
EFV -39,034-$993
VEA -20,575+$1,199
GWX -19,248-$449
Accredited Investors Inc. Info
Size ($ in 1000's)
At 12/31/2023: $1,410,572
At 09/30/2023: $1,333,269

Accredited Investors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Accredited Investors Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Accredited Investors Inc.
As of  12/31/2023, we find all stocks held by Accredited Investors Inc. to be as follows, presented in the table below with each row detailing each Accredited Investors Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Accredited Investors Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Accredited Investors Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
UNITED PARCEL SERVICE INC 784,749 UNCH $123,386
     UPS784,749UNCH$123,386
ISHARES TR (IJH) 294,051 +106,739 $81,496
     IJH294,051+106,739$81,496
ISHARES TR (IJR) 750,980 -7,079 $81,294
     IJR750,980-7,079$81,294
AMERICAN CENTY ETF TR (AVDV) 1,256,064 +442,880 $78,491
     AVDV1,256,064+442,880$78,491
ISHARES TR (EFA) 994,546 -273,547 $74,939
     EFA994,546-273,547$74,939
ROBLOX CORP 1,341,849 -8,500 $61,349
     RBLX1,341,849-8,500$61,349
ISHARES TR (IVV) 124,113 -1,700 $59,280
     IVV124,113-1,700$59,280
SCHWAB STRATEGIC TR 1,009,113 +84,558 $56,177
     SCHB1,009,113+84,558$56,177
ISHARES TR (IWM) 249,969 -4,595 $50,171
     IWM249,969-4,595$50,171
1 100 BERKSHIRE HATHAWAY INC      $49,379
     CL A9,100UNCH$49,379
APPLE INC 255,526 +6,065 $49,196
     AAPL255,526+6,065$49,196
VANGUARD INDEX FDS (VTV) 322,199 +52,800 $48,169
     VTV322,199+52,800$48,169
SPDR SER TR (SPYV) 958,876 -59,789 $44,712
     SPYV958,876-59,789$44,712
VANGUARD INTL EQUITY INDEX F (VEU) 741,779 +729,406 $41,643
     VEU741,779+729,406$41,643
ISHARES TR (AAXJ) 554,787 -162,156 $36,932
     AAXJ554,787-162,156$36,932
ISHARES TR (AGG) 340,660 -93,692 $33,810
     AGG340,660-93,692$33,810
ISHARES TR (IWF) 101,753 -3,357 $30,849
     IWF101,753-3,357$30,849
ISHARES TR (IWP) 244,291 -1,597 $25,519
     IWP244,291-1,597$25,519
VANGUARD TAX MANAGED FDS (VEA) 502,019 -20,575 $24,047
     VEA502,019-20,575$24,047
VANGUARD INTL EQUITY INDEX F (VT) 182,956 -2,990 $18,823
     VT182,956-2,990$18,823
VANGUARD SCOTTSDALE FDS (VGLT) 302,669 +302,669 $18,623
     VGLT302,669+302,669$18,623
BERKSHIRE HATHAWAY INC DEL      $17,312
     BRK.B48,540-910$17,312
ISHARES TR (EFV) 289,323 -39,034 $15,074
     EFV289,323-39,034$15,074
SCHWAB STRATEGIC TR 242,779 +41,073 $13,438
     FNDA242,779+41,073$13,438
ISHARES TR (ESML) 347,674 +6,408 $13,215
     ESML347,674+6,408$13,215
AUTOMATIC DATA PROCESSING IN 51,004 -26 $11,882
     ADP51,004-26$11,882
SPDR S&P 500 ETF TR (SPY) 23,644 -118 $11,238
     SPY23,644-118$11,238
ISHARES TR (IWS) 92,124 +34,145 $10,713
     IWS92,124+34,145$10,713
INVESCO EXCHANGE TRADED FD T (PRFZ) 257,499 -13,754 $9,654
     PRFZ257,499-13,754$9,654
TESLA INC 37,669 -11,815 $9,360
     TSLA37,669-11,815$9,360
GENERAL MLS INC 128,294 +1 $8,357
     GIS128,294+1$8,357
AMAZON COM INC 53,202 +310 $8,084
     AMZN53,202+310$8,084
ISHARES TR (EAGG) 157,454 +20,482 $7,517
     EAGG157,454+20,482$7,517
ISHARES TR (SHV) 66,303 -881,979 $7,302
     SHV66,303-881,979$7,302
C H ROBINSON WORLDWIDE INC 77,527 -1,326 $6,698
     CHRW77,527-1,326$6,698
MICROSOFT CORP 17,216 -886 $6,474
     MSFT17,216-886$6,474
VANGUARD INDEX FDS (VTI) 25,300 -1,044 $6,002
     VTI25,300-1,044$6,002
VANGUARD WORLD FD (MGK) 23,093 -3,938 $5,993
     MGK23,093-3,938$5,993
MICROSTRATEGY INC 8,493 +8,493 $5,364
     MSTR8,493+8,493$5,364
ISHARES TR (SUSA) 49,723 +407 $4,998
     SUSA49,723+407$4,998
ISHARES TR (TLT) 48,937 -425,503 $4,839
     TLT48,937-425,503$4,839
ALPHABET INC CAP 33,729 -170 $4,753
     GOOG33,729-170$4,753
ISHARES TR (ESGD) 57,750 +3,113 $4,362
     ESGD57,750+3,113$4,362
UNITEDHEALTH GROUP INC 7,297 -112 $3,842
     UNH7,297-112$3,842
ISHARES TR (DSI) 41,236 +1,453 $3,755
     DSI41,236+1,453$3,755
3M CO 30,901 -2,819 $3,378
     MMM30,901-2,819$3,378
NVIDIA CORPORATION 6,500 +519 $3,219
     NVDA6,500+519$3,219
ISHARES TR (DMXF) 47,503 +7,286 $3,034
     DMXF47,503+7,286$3,034
VANGUARD INDEX FDS (VB) 13,407 -1,000 $2,860
     VB13,407-1,000$2,860
ISHARES TR (IWB) 10,866 UNCH $2,850
     IWB10,866UNCH$2,850
VANGUARD INDEX FDS (VXF) 16,104 -310 $2,648
     VXF16,104-310$2,648
ISHARES TR (USXF) 65,670 +7,277 $2,615
     USXF65,670+7,277$2,615
COSTCO WHSL CORP 3,943 -23 $2,603
     COST3,943-23$2,603
ISHARES TR (IWD) 14,985 -230 $2,476
     IWD14,985-230$2,476
US BANCORP DEL 56,492 -136 $2,445
     USB56,492-136$2,445
ALPHABET INC CAP 17,056 +1,083 $2,383
     GOOGL17,056+1,083$2,383
JPMORGAN CHASE & CO 13,218 +20 $2,248
     JPM13,218+20$2,248
VANGUARD INDEX FDS (VOO) 5,117 +105 $2,235
     VOO5,117+105$2,235
GRACO INC 24,239 +4,562 $2,103
     GGG24,239+4,562$2,103
ACCENTURE PLC IRELAND 5,582 +8 $1,959
     ACN5,582+8$1,959
ISHARES TR (SUSB) 79,916 -1,569 $1,956
     SUSB79,916-1,569$1,956
ELI LILLY & CO 3,086 -20 $1,799
     LLY3,086-20$1,799
VANGUARD STAR FDS (VXUS) 29,509 -16 $1,710
     VXUS29,509-16$1,710
PEPSICO INC 9,769 +45 $1,659
     PEP9,769+45$1,659
PROCTER AND GAMBLE CO 11,111 -1,151 $1,628
     PG11,111-1,151$1,628
TACTILE SYS TECHNOLOGY INC 111,193 UNCH $1,590
     TCMD111,193UNCH$1,590
TRAVELERS COMPANIES INC 8,224 -2 $1,567
     TRV8,224-2$1,567
VISA INC 5,898 +15 $1,536
     V5,898+15$1,536
SPS COMM INC 7,918 +8 $1,535
     SPSC7,918+8$1,535
META PLATFORMS INC 4,321 +137 $1,529
     META4,321+137$1,529
HOME DEPOT INC 4,262 -82 $1,477
     HD4,262-82$1,477
INVESCO QQQ TR 3,572 -32 $1,463
     QQQ3,572-32$1,463
TENNANT CO 15,443 -1,888 $1,431
     TNC15,443-1,888$1,431
ORACLE CORP 13,336 UNCH $1,406
     ORCL13,336UNCH$1,406
SPDR INDEX SHS FDS (GWX) 42,554 -19,248 $1,352
     GWX42,554-19,248$1,352
XCEL ENERGY INC 20,942 -56 $1,297
     XEL20,942-56$1,297
ABBOTT LABS 11,605 +3 $1,277
     ABT11,605+3$1,277
MERCK & CO INC 11,455 +16 $1,249
     MRK11,455+16$1,249
EXXON MOBIL CORP 12,347 -44 $1,234
     XOM12,347-44$1,234
AON PLC SHS 4,200 UNCH $1,222
     AON4,200UNCH$1,222
FASTENAL CO 18,129 +164 $1,174
     FAST18,129+164$1,174
JOHNSON & JOHNSON 7,215 -82 $1,131
     JNJ7,215-82$1,131
MCDONALDS CORP 3,749 -9 $1,112
     MCD3,749-9$1,112
TARGET CORP 7,657 +39 $1,091
     TGT7,657+39$1,091
ABBVIE INC 6,890 -309 $1,068
     ABBV6,890-309$1,068
ISHARES TR (ITOT) 10,153 -105 $1,068
     ITOT10,153-105$1,068
ISHARES TR (MUB) 9,773 +117 $1,059
     MUB9,773+117$1,059
CLEVELAND CLIFFS INC 49,169 -1,500 $1,004
     CLF49,169-1,500$1,004
GENERAL ELECTRIC CO 7,710 -64 $984
     GE7,710-64$984
WELLS FARGO CO 19,181 -1,238 $944
     WFC19,181-1,238$944
MEDTRONIC PLC 11,394 -344 $939
     MDT11,394-344$939
SCHWAB STRATEGIC TR 10,527 UNCH $873
     SCHG10,527UNCH$873
CATERPILLAR INC 2,890 +520 $854
     CAT2,890+520$854
HEARTLAND FINL USA INC 22,598 UNCH $850
     HTLF22,598UNCH$850
INTEL CORP 15,847 -351 $796
     INTC15,847-351$796
BANK AMERICA CORP 23,582 -952 $794
     BAC23,582-952$794
APPLIED MATLS INC 4,855 UNCH $787
     AMAT4,855UNCH$787
BRISTOL MYERS SQUIBB CO 14,951 +34 $767
     BMY14,951+34$767
VANGUARD INDEX FDS (VO) 3,268 +879 $760
     VO3,268+879$760
BROADRIDGE FINL SOLUTIONS IN 3,571 UNCH $735
     BR3,571UNCH$735
DISNEY WALT CO 8,082 +69 $730
     DIS8,082+69$730
SPDR SER TR (SLYV) 8,670 UNCH $722
     SLYV8,670UNCH$722
INTERNATIONAL BUSINESS MACHS 4,307 +931 $704
     IBM4,307+931$704
AMERICAN EXPRESS CO 3,743 +35 $701
     AXP3,743+35$701
CHEVRON CORP 4,538 +191 $677
     CVX4,538+191$677
ISHARES TR (IWO) 2,606 -208 $657
     IWO2,606-208$657
INVESCO EXCH TRADED FD TR (KBWR) 11,872 UNCH $649
     KBWR11,872UNCH$649
PFIZER INC 21,674 -550 $624
     PFE21,674-550$624
ANALOG DEVICES INC 3,010 -2,943 $598
     ADI3,010-2,943$598
ZOETIS INC 2,994 UNCH $591
     ZTS2,994UNCH$591
CADENCE DESIGN SYSTEM INC 2,143 +3 $584
     CDNS2,143+3$584
ELEVANCE HEALTH INC 1,212 UNCH $572
     ELV1,212UNCH$572
BOEING CO 2,161 +26 $563
     BA2,161+26$563
DEXCOM INC 4,513 UNCH $560
     DXCM4,513UNCH$560
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,083 UNCH $550
     MDY1,083UNCH$550
WALMART INC 3,414 +134 $538
     WMT3,414+134$538
PHILIP MORRIS INTL INC 5,575 +1 $525
     PM5,575+1$525
NUCOR CORP 2,985 +15 $519
     NUE2,985+15$519
COCA COLA CO 8,700 -307 $513
     KO8,700-307$513
SHOPIFY INC 6,460 UNCH $503
     SHOP6,460UNCH$503
CISCO SYS INC 9,924 -311 $501
     CSCO9,924-311$501
ARES CAPITAL CORP 24,672 +662 $494
     ARCC24,672+662$494
WISDOMTREE TR 15,245 UNCH $490
     DES15,245UNCH$490
VANGUARD ADMIRAL FDS INC (VOOG) 1,786 +1 $484
     VOOG1,786+1$484
BIO TECHNE CORP 6,247 -174 $482
     TECH6,247-174$482
ISHARES TR (IEFA) 6,589 -100 $464
     IEFA6,589-100$464
ISHARES TR (SOXX) 784 +14 $452
     SOXX784+14$452
THERMO FISHER SCIENTIFIC INC 836 UNCH $444
     TMO836UNCH$444
HONEYWELL INTL INC 2,092 +1 $439
     HON2,092+1$439
HORMEL FOODS CORP 13,364 +15 $429
     HRL13,364+15$429
CELCUITY INC 29,115 UNCH $424
     CELC29,115UNCH$424
AMGEN INC 1,438 -33 $414
     AMGN1,438-33$414
NETFLIX INC 844 UNCH $411
     NFLX844UNCH$411
HERCULES CAPITAL INC 24,000 UNCH $400
     HTGC24,000UNCH$400
VANGUARD INDEX FDS (VV) 1,800 -278 $393
     VV1,800-278$393
VANGUARD SPECIALIZED FUNDS (VIG) 2,278 +6 $388
     VIG2,278+6$388
ISHARES TR (IVW) 5,078 +109 $381
     IVW5,078+109$381
AMPHENOL CORP 3,815 UNCH $378
     APH3,815UNCH$378
EMERSON ELEC CO 3,806 -39 $370
     EMR3,806-39$370
INVESCO EXCH TRADED FD TR (KBWB) 7,519 -877 $370
     KBWB7,519-877$370
VANGUARD INDEX FDS (VBR) 2,015 UNCH $363
     VBR2,015UNCH$363
ALTRIA GROUP INC 8,956 +2 $361
     MO8,956+2$361
OTTER TAIL CORP 4,172 -46 $355
     OTTR4,172-46$355
ADVANCED MICRO DEVICES INC 2,358 +100 $348
     AMD2,358+100$348
WATERS CORP 1,053 UNCH $347
     WAT1,053UNCH$347
INTUITIVE SURGICAL INC 1,003 UNCH $338
     ISRG1,003UNCH$338
ECOLAB INC 1,636 +19 $324
     ECL1,636+19$324
AMERICAN TOWER CORP 1,491 UNCH $322
     AMT1,491UNCH$322
MORGAN STANLEY 3,395 -90 $317
     MS3,395-90$317
QUALCOMM INC 2,120 +100 $307
     QCOM2,120+100$307
VANGUARD INTL EQUITY INDEX F (VWO) 7,378 +8 $303
     VWO7,378+8$303
CINTAS CORP 495 UNCH $299
     CTAS495UNCH$299
ISHARES TR (IYW) 2,415 +1 $296
     IYW2,415+1$296
FIDELITY COMWLTH TR 4,820 -44 $286
     ONEQ4,820-44$286
PAYPAL HLDGS INC 4,650 +60 $286
     PYPL4,650+60$286
VEEVA SYS INC 1,473 -1 $284
     VEEV1,473-1$284
ROYAL CARIBBEAN GROUP 2,183 UNCH $283
     RCL2,183UNCH$283
DOLLAR GEN CORP 2,064 +22 $281
     DG2,064+22$281
HUBSPOT INC 473 UNCH $275
     HUBS473UNCH$275
GE HEALTHCARE TECHNOLOGIES I 3,543 -48 $274
     GEHC3,543-48$274
SELECT SECTOR SPDR TR (XLF) 7,045 -105 $265
     XLF7,045-105$265
FORD MTR CO DEL 21,692 +3,481 $264
     F21,692+3,481$264
MUELLER INDS INC 5,600 +2,800 $264
     MLI5,600+2,800$264
FIRST TR EXCHANGE TRADED FD (FPX) 2,649 UNCH $254
     FPX2,649UNCH$254
DONALDSON INC 3,877 +4 $253
     DCI3,877+4$253
KIMBERLY CLARK CORP 2,060 +2 $250
     KMB2,060+2$250
ISHARES TR (IJK) 3,130 -13 $248
     IJK3,130-13$248
RTX CORPORATION 2,926 +5 $246
     RTX2,926+5$246
BROADCOM INC 218 +218 $243
     AVGO218+218$243
SELECT SECTOR SPDR TR (XLK) 1,259 -207 $242
     XLK1,259-207$242
VANGUARD WHITEHALL FDS (VYM) 2,147 UNCH $240
     VYM2,147UNCH$240
CONOCOPHILLIPS 2,056 +41 $239
     COP2,056+41$239
DELTA AIR LINES INC DEL 5,952 +9 $239
     DAL5,952+9$239
NORFOLK SOUTHN CORP 1,012 +1,012 $239
     NSC1,012+1,012$239
BANK NEW YORK MELLON CORP 4,527 -1,000 $236
     BK4,527-1,000$236
PROSHARES TR (NOBL) 2,476 -556 $236
     NOBL2,476-556$236
BLUE OWL CAPITAL CORPORATION 15,969 +15,969 $236
     OBDC15,969+15,969$236
SALESFORCE INC 892 +892 $235
     CRM892+892$235
NEXTERA ENERGY INC 3,847 -200 $234
     NEE3,847-200$234
ISHARES TR (IDV) 8,322 UNCH $233
     IDV8,322UNCH$233
ROCKWELL AUTOMATION INC 725 +19 $225
     ROK725+19$225
BECTON DICKINSON & CO 901 UNCH $220
     BDX901UNCH$220
SOUTHERN CO 3,121 UNCH $219
     SO3,121UNCH$219
LOCKHEED MARTIN CORP 471 -20 $214
     LMT471-20$214
DUKE ENERGY CORP NEW 2,188 +2,188 $212
     DUK2,188+2,188$212
FIVE BELOW INC 991 +991 $211
     FIVE991+991$211
MASTERCARD INCORPORATED 487 +487 $208
     MA487+487$208
FEDEX CORP 795 -7 $201
     FDX795-7$201
AT&T INC 11,308 -71 $190
     T11,308-71$190
ALLURION TECHNOLOGIES INC 37,500 UNCH $140
     ALUR37,500UNCH$140
EDAP TMS S A 21,431 UNCH $113
     EDAP21,431UNCH$113
REVANCE THERAPEUTICS INC 12,845 UNCH $113
     RVNC12,845UNCH$113
GRANITE PT MTG TR 15,815 UNCH $94
     GPMT15,815UNCH$94
URANIUM ENERGY CORP 13,300 UNCH $85
     UEC13,300UNCH$85
VIZSLA SILVER CORP 15,600 +0 $20
     VZLA15,600UNCH$20
AIRBNB INC $0 (exited)
     ABNB0-1,789$0
DURECT CORP $0 (exited)
     DRRX0-56,800$0
ISHARES TR $0 (exited)
     IJJ0-2,074$0
BLUE OWL CAPITAL CORPORATION $0 (exited)
     ORCC0-19,500$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHX0-4,523$0
SCHLUMBERGER LTD 0 -3,680 $0 (exited)
     SLB0-3,680$0

See Summary: Accredited Investors Inc. Top Holdings
See Details: Top 10 Stocks Held By Accredited Investors Inc.

All Stocks Held By Accredited Investors Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.