Accredited-Investors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SPSC",
  "GRAB",
  null,
  "MOS",
  "BROS",
  "AAXJ",
  "ONON",
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABT",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "TNC",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  null,
  "ARCC",
  null,
  "EBAY",
  null,
  "UEC",
  "EXPE",
  "MSDL",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBS",
  null,
  "HWM",
  "AMAT",
  "EMR",
  "MUB",
  "META",
  "IVW",
  "IJH",
  null,
  "TMCI",
  null,
  null,
  null,
  "IOVA",
  null,
  "EDAP",
  "KMI",
  "IWS",
  "SOWG",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "HRL",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "IJK",
  "HTGC",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "ROK",
  "IEFA",
  "SCHX",
  null,
  "SHOP",
  "RTX",
  "GLD",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "TGT",
  "TMO",
  "TRV",
  "UPS",
  "VO",
  "VXF",
  "VV",
  "RCL",
  "UMBF",
  "VWO",
  null,
  null,
  null,
  "VIG",
  "IWO",
  "GDEN",
  "GGG",
  "TSM",
  "VYM",
  "GPMT",
  null,
  "ONB",
  "MLI",
  null,
  "AON",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "IWP",
  "DRRX",
  "KBDC",
  null,
  "AMZN",
  "SCHB",
  null,
  "CLF",
  "LCID",
  "ESGD",
  null,
  null,
  null,
  null,
  "VEU",
  "USB",
  "VUG",
  "VEA",
  "MGK",
  "VXUS",
  "VOOG",
  "VGLT",
  "VTEB",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "VERV",
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "XEL",
  "SOLV",
  null,
  "LNT",
  "DVY",
  "SCHG",
  "SCHF",
  "SCHA",
  "NSC",
  "SO",
  "TCMD",
  "CRM",
  "RBLX",
  null,
  "DIA",
  "GEV",
  "SPYV",
  "NUE",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "TECH",
  null,
  "BA",
  "BMY",
  "BR",
  "CHRW",
  "CDNS",
  "CELC",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "KO",
  "COP",
  "COST",
  "DELL",
  "DAL",
  "DXCM",
  null,
  null,
  "DCI",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 238
Total Value: 1610621522
Accession Number: 0001518364-25-000004
Form Type: 13F-HR
CIK: accredited-investors
Manager Name: Accredited-Investors

Data Enrichment

87% identified

206 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

238 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 12

Sort by:

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:9.1K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.6B)

3M CO

MMM|88579Y101

Shares:28.6K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.6B)

46436E767

Shares:82.6K

Value:$3.9M

% of Portfolio:0.2% ($3.9M/$1.6B)

46435G243

Shares:145.3K

Value:$3.6M

% of Portfolio:0.2% ($3.6M/$1.6B)

464288570

Shares:34.2K

Value:$3.5M

% of Portfolio:0.2% ($3.5M/$1.6B)

464287622

IWB|464287622

Shares:10.9K

Value:$3.3M

% of Portfolio:0.2% ($3.3M/$1.6B)

464287226

Shares:31.3K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.6B)

922908751

VB|922908751

Shares:13.9K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.6B)

464287598

IWD|464287598

Shares:14.8K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.6B)

922908363

VOO|922908363

Shares:5.4K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.6B)

922908652

VXF|922908652

Shares:16.0K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.6B)

ELI LILLY & Co

LLY|532457108

Shares:3.3K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.6B)

US BANCORP \DE\

USB|902973304

Shares:64.1K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.6B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.7K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.6B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:8.7K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$1.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:14.8K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$1.6B)

Meta Platforms, Inc.

META|30303M102

Shares:3.9K

Value:$2.2M

% of Portfolio:0.1% ($2.2M/$1.6B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.5K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.6B)

VISA INC.

V|92826C839

Shares:6.0K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.6B)

EXXON MOBIL CORP

XOM|30231G102

Shares:17.6K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	9.1K	QoQ +20.30% (+1.5K) YoY +6.92% (+587)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.6B)	QoQ +24.55% (+$935.9K) YoY +13.20% (+$553.7K)
3M CO(MMMcusip88579Y101)	28.6K	QoQ -0.23% (-68) YoY -5.99% (-1.8K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.6B)	QoQ +13.49% (-$499.9K) YoY +30.15% (-$974.0K)
(cusip46436E767)✕	82.6K	QoQ +6.28% (-4.9K) YoY +29.21% (+18.7K)	All Managers (Combined)	$3.9M	0.2% ($3.9M/$1.6B)	QoQ -0.23% (-$9.1K) YoY +33.56% (+$969.1K)
(cusip46435G243)✕	145.3K	QoQ +55.40% (+51.8K) YoY +99.61% (+72.5K)	All Managers (Combined)	$3.6M	0.2% ($3.6M/$1.6B)	QoQ +57.23% (+$1.3M) YoY +103.77% (+$1.8M)
(cusip464288570)✕	34.2K	QoQ -4.86% (-1.8K) YoY -10.90% (-4.2K)	All Managers (Combined)	$3.5M	0.2% ($3.5M/$1.6B)	QoQ -11.63% (-$461.2K) YoY -9.48% (-$367.2K)
(IWBcusip464287622)	10.9K	QoQ +0.05% (-6) YoY +0.06% (+7)	All Managers (Combined)	$3.3M	0.2% ($3.3M/$1.6B)	QoQ -4.73% (-$165.7K) YoY +6.56% (+$205.4K)
(cusip464287226)✕	31.3K	QoQ -37.81% (-19.0K) YoY -84.81% (-174.7K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.6B)	QoQ -36.51% (-$1.8M) YoY -84.66% (-$17.1M)
(VBcusip922908751)	13.9K	QoQ +3.25% (-439) YoY +3.40% (+459)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.6B)	QoQ -4.70% (-$152.6K) YoY +0.31% (+$9.7K)
(IWDcusip464287598)	14.8K	QoQ +4.52% (+643) YoY -0.93% (-140)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.6B)	QoQ +6.23% (+$164.0K) YoY +4.07% (-$109.3K)
(VOOcusip922908363)	5.4K	QoQ +4.89% (+252) YoY +4.10% (+213)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.6B)	QoQ +0.04% (+$1.3K) YoY +11.28% (+$281.3K)
(VXFcusip922908652)	16.0K	QoQ 0.00% (-0) YoY +0.67% (-107)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.6B)	QoQ -9.32% (-$282.8K) YoY -1.05% (-$29.3K)
ELI LILLY & Co(LLYcusip532457108)	3.3K	QoQ +1.35% (+44) YoY +1.10% (+36)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.6B)	QoQ +8.41% (+$210.8K) YoY +7.32% (+$185.4K)
US BANCORP \DE\(USBcusip902973304)	64.1K	QoQ -3.16% (-2.1K) YoY +13.31% (+7.5K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.6B)	QoQ -14.52% (-$459.9K) YoY +7.02% (+$177.7K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.7K	QoQ +0.63% (+17) YoY -16.95% (-546)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.6B)	QoQ +3.90% (+$95.0K) YoY +7.20% (-$169.9K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	8.7K	QoQ +5.54% (+455) YoY +5.32% (+438)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$1.6B)	QoQ +15.87% (+$313.8K) YoY +21.03% (+$398.1K)
Alphabet Inc.(GOOGLcusip02079K305)	14.8K	QoQ -9.09% (-1.5K) YoY -1.51% (-227)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$1.6B)	QoQ -25.73% (-$793.0K) YoY +0.91% (-$20.7K)
Meta Platforms, Inc.(METAcusip30303M102)	3.9K	QoQ +4.86% (+181) YoY -11.48% (-506)	All Managers (Combined)	$2.2M	0.1% ($2.2M/$1.6B)	QoQ +3.23% (+$70.4K) YoY +5.05% (-$108.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.5K	QoQ +3.10% (-137) YoY +21.54% (+806)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.6B)	QoQ -5.42% (-$122.3K) YoY +28.37% (+$471.2K)
VISA INC.(Vcusip92826C839)	6.0K	QoQ +0.31% (+19) YoY +0.56% (+34)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.6B)	QoQ +11.24% (+$213.8K) YoY +26.28% (+$440.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	17.6K	QoQ +4.18% (+709) YoY +31.71% (+4.3K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.6B)	QoQ +15.18% (+$276.8K) YoY +34.76% (+$541.4K)