Accredited-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
359
Total Value
27023496
Accession Number
0002056519-25-000003
Form Type
13F-HR
Manager Name
Accredited-Wealth-Management
Data Enrichment
80% identified
288 identified71 unidentified

Holdings

359 positions
Manager:
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Page 1 of 18
MICROSOFT CORP
Shares:5.5K
Value:$2.1M
922042775
Shares:28.3K
Value:$1.7M
THERMO FISHER SCIENTIFIC INC.
Shares:2.4K
Value:$1.2M
COCA COLA CO
Shares:12.8K
Value:$926.1K
CATERPILLAR INC
Shares:2.4K
Value:$798.8K
GILEAD SCIENCES, INC.
Shares:6.7K
Value:$752.9K
ORACLE CORP
Shares:4.6K
Value:$638.2K
PROCTER & GAMBLE Co
Shares:3.7K
Value:$632.6K
316188309
Shares:12.4K
Value:$569.8K
922907746
Shares:10.3K
Value:$510.6K
BRISTOL MYERS SQUIBB CO
Shares:8.2K
Value:$502.4K
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:6.9K
Value:$486.9K
46432F834
Shares:6.8K
Value:$474.8K
922020805
Shares:9.4K
Value:$467.2K
Alphabet Inc.
Shares:2.8K
Value:$425.7K
922908652
Shares:2.2K
Value:$372.6K
808524102
Shares:16.7K
Value:$360.3K
ELI LILLY & Co
Shares:433
Value:$357.6K
46434V613
Shares:7.6K
Value:$350.2K
NEXTERA ENERGY INC
Shares:4.4K
Value:$310.6K