Accredited Investors Inc.

13F filer, CIK 1518364, EDINA, MN

Accredited Investors Inc. reported $1,706,396,670 across 228 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 56.06% of the portfolio.

Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001518364-25-000003

Period: 2024-12-31
Reported value: $1.71B
Holdings: 228
Top 10 weight: 56.06%
New: 11
Sold out: 19

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHBadded	+3,255,414	$73.9M
IJHadded	+380,275	$23.7M
FNDAadded	+447,376	$13.3M
AVDVadded	+147,117	$9.57M
BRK-Badded	+15,192	$6.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
VEUreduced	-745,059	-$42.8M
RBLXreduced	-188,515	-$10.9M
AGGreduced	-95,522	-$9.26M
1/100 Berkshire Hath Areduced	-1,000	-$6.81M
VGLTreduced	-97,856	-$5.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001518364-25-000003, largest first. % of portfolio is the value over $1,706,396,670, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IJHISHARES TR	2,677,120	$167M	9.78%	+380,275	Timeline
AVDVAMERICAN CENTY ETF TR	2,462,412	$160M	9.39%	+147,117	Timeline
SCHBSCHWAB STRATEGIC TR	4,874,788	$111M	6.48%	+3,255,414	Timeline
UPSUNITED PARCEL SVCS INC	784,749	$99M	5.8%	-175	Timeline
IJRISHARES TR	770,789	$88.8M	5.2%	-5,765	Timeline
IVVISHARES TR	129,168	$76M	4.46%	-395	Timeline
VTVVANGUARD INDEX FDS	427,958	$72.5M	4.25%	+28,253	Timeline
AMZNAMAZON COM INC	289,989	$63.6M	3.73%	-4,901	Timeline
AAPLAPPLE INC	240,256	$60.2M	3.53%	-2,186	Timeline
EFAISHARES TR	777,672	$58.8M	3.45%	-69,223	Timeline
RBLXROBLOX CORP	996,864	$57.7M	3.38%	-188,515	Timeline
1/100 Berkshire Hath A1/100 Berkshire Hath A	8,000	$54.5M	3.19%	-1,000
IWMISHARES TR	237,040	$52.4M	3.07%	-1,539	Timeline
SPYVSPDR SERIES TRUST	847,176	$43.3M	2.54%	-16,645	Timeline
IWFISHARES TR	95,928	$38.5M	2.26%	-658	Timeline
VEUVANGUARD INTL EQUITY INDEX F	555,152	$31.9M	1.87%	-745,059	Timeline
IWPISHARES TR	223,403	$28.3M	1.66%	-4,173	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	57,795	$26.2M	1.54%	+15,192	Timeline
VTVANGUARD INTL EQUITY INDEX F	220,544	$25.9M	1.52%	+11,398	Timeline
FNDASCHWAB STRATEGIC TR	787,588	$23.4M	1.37%	+447,376	Timeline
VEAVANGUARD TAX-MANAGED FDS	466,261	$22.3M	1.31%	-21,197	Timeline
MSFTMICROSOFT CORP	37,584	$15.8M	0.93%	+15,540	Timeline
ADPAUTOMATIC DATA PROCESSING IN	51,024	$14.9M	0.88%	+5	Timeline
ESMLISHARES TR	341,382	$14.4M	0.84%	-3,160	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	23,843	$14M	0.82%	+200	Timeline
EFVISHARES TR	254,015	$13.3M	0.78%	+3,377	Timeline
IWSISHARES TR	80,163	$10.4M	0.61%	-1,749	Timeline
VGLTVANGUARD SCOTTSDALE FDS	179,029	$9.91M	0.58%	-97,856	Timeline
CHRWC H ROBINSON WORLDWIDE IN	94,027	$9.71M	0.57%	+2,603	Timeline
NVDANVIDIA CORPORATION	71,820	$9.64M	0.57%	-20	Timeline
EAGGISHARES TR	185,932	$8.63M	0.51%	-2,988	Timeline
PRFZINVESCO EXCHANGE TRADED FD T	201,257	$8.37M	0.49%	-5,702	Timeline
VTIVANGUARD INDEX FDS	27,591	$8M	0.47%	+782	Timeline
GISGENERAL MILLS INC	120,669	$7.7M	0.45%	-241	Timeline
MGKVANGUARD WORLD FD	21,454	$7.37M	0.43%	-523	Timeline
SUSAISHARES TR	59,968	$7.29M	0.43%	-1,952	Timeline
ONBOLD NATL BANCORP IND	278,002	$6.03M	0.35%	-15,404	Timeline
GOOGALPHABET INC	30,997	$5.9M	0.35%	+1,751	Timeline
JPMJPMORGAN CHASE & CO	20,973	$5.03M	0.29%	+172	Timeline
ESGDISHARES TR	65,082	$4.96M	0.29%	-2,087	Timeline
AGGISHARES TR	50,273	$4.87M	0.29%	-95,522	Timeline
DSIISHARES TR	35,964	$3.97M	0.23%	-1,870	Timeline
USXFISHARES TR	77,739	$3.87M	0.23%	+7,498	Timeline
DMXFISHARES TR	59,270	$3.83M	0.22%	+5,529	Timeline
UNHUNITEDHEALTH GROUP INC	7,535	$3.81M	0.22%	-284	Timeline
MMM3M CO	28,693	$3.7M	0.22%	-1,932	Timeline
IWBISHARES TR	10,867	$3.5M	0.21%	+1	Timeline
VBVANGUARD INDEX FDS	13,494	$3.24M	0.19%	+15	Timeline
USBUS BANCORP	66,198	$3.17M	0.19%	+308	Timeline
GOOGLALPHABET INC	16,277	$3.08M	0.18%	+598	Timeline
VXFVANGUARD INDEX FDS	15,961	$3.03M	0.18%	0	Timeline
VOOVANGUARD INDEX FDS	5,144	$2.77M	0.16%	+59	Timeline
TSLATESLA INC	6,828	$2.76M	0.16%	-811	Timeline
IWDISHARES TR	14,204	$2.63M	0.15%	-6	Timeline
LLYELI LILLY & CO	3,246	$2.51M	0.15%	+43	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,657	$2.43M	0.14%	+7	Timeline
SUSBISHARES TR	93,480	$2.31M	0.14%	+20,136	Timeline
QQQINVESCO QQQ TR	4,410	$2.25M	0.13%	+634	Timeline
ITOTISHARES TR	17,353	$2.23M	0.13%	-95	Timeline
METAMETA PLATFORMS INC	3,718	$2.18M	0.13%	+90	Timeline
GGGGRACO INC	24,401	$2.06M	0.12%	+762	Timeline
TCMDTACTILE SYS TECHNOLOGY INC	115,435	$1.98M	0.12%	+100	Timeline
TRVTRAVELERS COMPANIES INC	8,207	$1.98M	0.12%	-17	Timeline
ACNACCENTURE PLC IRELAND	5,582	$1.96M	0.12%	+13	Timeline
VVISA INC	6,017	$1.9M	0.11%	-380	Timeline
PGPROCTER & GAMBLE CO	11,096	$1.86M	0.11%	-1,123	Timeline
XOMEXXON MOBIL CORP	16,940	$1.82M	0.11%	-391	Timeline
ORCLORACLE CORP	10,830	$1.8M	0.11%	+255	Timeline
VXUSVANGUARD STAR FDS	29,937	$1.76M	0.1%	-93	Timeline
HDHOME DEPOT INC	4,445	$1.73M	0.1%	-61	Timeline
ABTABBOTT LABORATORIES	14,330	$1.62M	0.09%	+542	Timeline
AONAON PLC	4,184	$1.5M	0.09%	-21	Timeline
SPSCSPS COMM INC	7,927	$1.46M	0.09%	+18	Timeline
ABBVABBVIE INC	8,091	$1.44M	0.08%	+159	Timeline
PEPPEPSICO INC	9,298	$1.41M	0.08%	-1,344	Timeline
XELXCEL ENERGY INC	20,835	$1.41M	0.08%	+10	Timeline
GWXSPDR INDEX SHS FDS	44,298	$1.37M	0.08%	+4,235	Timeline
WMTWALMART INC	14,891	$1.35M	0.08%	-627	Timeline
AXPAMERICAN EXPRESS CO	4,327	$1.28M	0.08%	-199	Timeline
SCHGSCHWAB STRATEGIC TR	45,704	$1.27M	0.07%	+34,234	Timeline
WFCWELLS FARGO & CO	17,458	$1.23M	0.07%	-4,484	Timeline
HEARTLAND FINL USA INCHEARTLAND FINL USA INC	19,860	$1.22M	0.07%	+376
FASTFASTENAL CO	16,616	$1.19M	0.07%	-1,818	Timeline
JNJJOHNSON & JOHNSON	8,199	$1.19M	0.07%	+298	Timeline
MRKMERCK & CO INC	11,769	$1.17M	0.07%	-65	Timeline
GEGE AEROSPACE	6,948	$1.16M	0.07%	-783	Timeline
TGTTARGET CORP	8,412	$1.14M	0.07%	+104	Timeline
MCDMCDONALDS CORP	3,867	$1.12M	0.07%	+43	Timeline
TNCTENNANT CO	13,348	$1.09M	0.06%	+186	Timeline
BACBANK OF AMER CORP	23,783	$1.05M	0.06%	-538	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,129	$1M	0.06%	-154	Timeline
MDTMEDTRONIC PLC	11,476	$917K	0.05%	+42	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,566	$892K	0.05%	-42	Timeline
IBMINTERNATIONAL BUSINESS MACHS	4,005	$880K	0.05%	+30	Timeline
KOCOCA COLA CO	14,015	$873K	0.05%	+122	Timeline
DISDISNEY WALT CO	7,555	$841K	0.05%	+251	Timeline
EUSBISHARES TR	19,743	$839K	0.05%	new	Timeline
BMYBRISTOL-MYERS SQUIBB CO	14,754	$835K	0.05%	-14	Timeline
CATCATERPILLAR INC	2,286	$829K	0.05%	-40	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	3,571	$807K	0.05%	0	Timeline
MUBISHARES TR	7,471	$796K	0.05%	-158	Timeline
NFLXNETFLIX INC.	859	$766K	0.04%	-87	Timeline
CVXCHEVRON CORPORATION	5,284	$765K	0.04%	-96	Timeline
VOVANGUARD INDEX FDS	2,861	$756K	0.04%	-340	Timeline
IWOISHARES TR	2,616	$753K	0.04%	0	Timeline
TMCITREACE MED CONCEPTS INC	100,000	$744K	0.04%	+31,000	Timeline
SLYVSPDR SERIES TRUST	8,001	$698K	0.04%	-475	Timeline
SHOPSHOPIFY INC	6,421	$683K	0.04%	-39	Timeline
VOOGVANGUARD ADMIRAL FDS INC	1,787	$654K	0.04%	0	Timeline
CDNSCADENCE DESIGN SYSTEM INC	2,176	$654K	0.04%	+36	Timeline
XLKSELECT SECTOR SPDR TR	2,797	$650K	0.04%	-1,102	Timeline
SDYSPDR SERIES TRUST	4,900	$647K	0.04%	0	Timeline
GEVGE VERNOVA INC	1,967	$647K	0.04%	0	Timeline
HYGISHARES TR	8,150	$641K	0.04%	0	Timeline
ADIANALOG DEVICES INC	2,980	$633K	0.04%	-1,035	Timeline
MOSMOSAIC CO	25,474	$626K	0.04%	-5,815	Timeline
VUGVANGUARD INDEX FDS	1,501	$616K	0.04%	-143	Timeline
APHAMPHENOL CORP	8,834	$614K	0.04%	0	Timeline
AVGOBROADCOM INC	2,599	$602K	0.04%	+270	Timeline
PMPHILIP MORRIS INTL INC	4,902	$590K	0.03%	-529	Timeline
SOLVSOLVENTUM CORP	8,615	$569K	0.03%	-108	Timeline
ECLECOLAB INC	2,414	$566K	0.03%	-45	Timeline
AMGNAMGEN INC	2,127	$554K	0.03%	+4	Timeline
ISRGINTUITIVE SURGICAL INC	1,040	$543K	0.03%	+19	Timeline
CSCOCISCO SYS INC	8,998	$533K	0.03%	+94	Timeline
SOWGSOW GOOD INC	251,373	$513K	0.03%	0	Timeline
SOXXISHARES TR	2,365	$510K	0.03%	0	Timeline
PFEPFIZER INC	19,093	$507K	0.03%	-1,086	Timeline
RCLROYAL CARIBBEAN GROUP	2,183	$504K	0.03%	0	Timeline
FDIQINVESCO EXCH TRADED FD TR II	8,395	$502K	0.03%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	958	$498K	0.03%	-23	Timeline
ZTSZOETIS INC	3,023	$493K	0.03%	+28	Timeline
SPYMSPDR SERIES TRUST	6,919	$477K	0.03%	0	Timeline
IVWISHARES TR	4,686	$476K	0.03%	-48	Timeline
HTGCHERCULES CAPITAL INC	23,000	$462K	0.03%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,237	$456K	0.03%	+24	Timeline
HONHONEYWELL INTL INC	2,009	$454K	0.03%	-2	Timeline
MOALTRIA GROUP INC	8,666	$453K	0.03%	-298	Timeline
MLIMUELLER INDS INC	5,600	$444K	0.03%	0	Timeline
AMATAPPLIED MATLS INC	2,730	$444K	0.03%	-2,028	Timeline
IEFAISHARES TR	6,264	$440K	0.03%	0	Timeline
CLFCLEVELAND-CLIFFS INC NEW	46,429	$436K	0.03%	+5	Timeline
AAXJISHARES TR	6,034	$436K	0.03%	-345	Timeline
HRLHORMEL FOODS CORP	13,492	$423K	0.02%	+30	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	7,339	$422K	0.02%	0	Timeline
VTEBVANGUARD MUN BD FDS	8,333	$418K	0.02%	+3,049	Timeline
HUBSHUBSPOT INC	598	$417K	0.02%	+125	Timeline
TECHBIO-TECHNE CORP	5,727	$412K	0.02%	+1,363	Timeline
DVYISHARES TR	3,141	$412K	0.02%	+853	Timeline
CRMSALESFORCE INC	1,228	$411K	0.02%	-390	Timeline
DFUVDIMENSIONAL ETF TRUST	9,825	$402K	0.02%	+1,645	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,024	$400K	0.02%	+21	Timeline
VBRVANGUARD INDEX FDS	2,015	$399K	0.02%	0	Timeline
WATWATERS CORP	1,053	$391K	0.02%	0	Timeline
KBWBINVESCO EXCH TRADED FD TR II	5,923	$387K	0.02%	-779	Timeline
IYWISHARES TR	2,424	$387K	0.02%	0	Timeline
EMREMERSON ELEC CO	3,106	$385K	0.02%	-116	Timeline
CELCCELCUITY INC	29,115	$381K	0.02%	0	Timeline
PYPLPAYPAL HLDGS INC	4,372	$373K	0.02%	+28	Timeline
GDENGOLDEN ENTMT INC	11,750	$371K	0.02%	0	Timeline
CTASCINTAS CORP	2,030	$371K	0.02%	-339	Timeline
FNDFSCHWAB STRATEGIC TR	11,150	$370K	0.02%	0	Timeline
MAMASTERCARD INCORPORATED	700	$369K	0.02%	+11	Timeline
FISVFISERV INC	1,759	$361K	0.02%	new	Timeline
ONEQFIDELITY COMWLTH TR	4,750	$361K	0.02%	-165	Timeline
QCOMQUALCOMM INC	2,321	$357K	0.02%	-63	Timeline
NUENUCOR CORP	3,020	$352K	0.02%	+10	Timeline
DALDELTA AIR LINES INC	5,754	$348K	0.02%	-37	Timeline
DXCMDEXCOM INC	4,377	$340K	0.02%	-130	Timeline
VVVANGUARD INDEX FDS	1,260	$340K	0.02%	0	Timeline
RTXRTX CORPORATION	2,893	$335K	0.02%	-103	Timeline
DELLDELL TECHNOLOGIES INC	2,796	$322K	0.02%	new	Timeline
FPXFIRST TR EXCHANGE-TRADED FD	2,649	$317K	0.02%	0	Timeline
OTTROTTER TAIL CORP	4,267	$315K	0.02%	+25	Timeline
AMDADVANCED MICRO DEVICES INC	2,557	$309K	0.02%	+59	Timeline
PANWPALO ALTO NETWORKS INC	1,697	$309K	0.02%	+1,007	Timeline
XLFSELECT SECTOR SPDR TR	6,379	$308K	0.02%	-666	Timeline
SHVISHARES TR	2,774	$305K	0.02%	-7	Timeline
MSMORGAN STANLEY	2,375	$299K	0.02%	-214	Timeline
SCHFSCHWAB STRATEGIC TR	15,925	$295K	0.02%	+7,988	Timeline
DFATDIMENSIONAL ETF TRUST	5,236	$291K	0.02%	0	Timeline
IJKISHARES TR	3,150	$286K	0.02%	+15	Timeline
DCIDONALDSON INC	4,249	$286K	0.02%	+359	Timeline
BABOEING CO	1,591	$282K	0.02%	-2	Timeline
ONONON HLDG AG	5,050	$277K	0.02%	-50	Timeline
VYMVANGUARD WHITEHALL FDS	2,147	$274K	0.02%	0	Timeline
INTCINTEL CORP	13,541	$271K	0.02%	-1,209	Timeline
NEENEXTERA ENERGY INC	3,762	$270K	0.02%	-2	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	3,446	$269K	0.02%	-81	Timeline
BNYBANK OF NY MELLON CORP	3,504	$269K	0.02%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	628	$267K	0.02%	+100	Timeline
GRABGRAB HOLDINGS LIMITED	54,732	$258K	0.02%	0	Timeline
TAT&T INC	11,206	$255K	0.01%	-24	Timeline
KMIKINDER MORGAN INC DEL	9,226	$253K	0.01%	new	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	16,628	$251K	0.01%	0	Timeline
VOTVANGUARD INDEX FDS	982	$249K	0.01%	-6	Timeline
NOBLPROSHARES TR	2,503	$249K	0.01%	+1	Timeline
SCHKSCHWAB STRATEGIC TR	8,726	$247K	0.01%	+4,365	Timeline
NSCNORFOLK SOUTHN CORP	1,043	$245K	0.01%	+31	Timeline
SCHXSCHWAB STRATEGIC TR	10,536	$244K	0.01%	+7,026	Timeline
ROKROCKWELL AUTOMATION INC	843	$241K	0.01%	-10	Timeline
BABAALIBABA GROUP HLDG LTD	2,832	$240K	0.01%	+4	Timeline
ARCCARES CAPITAL CORP	10,955	$240K	0.01%	+200	Timeline
KMBKIMBERLY-CLARK CORP	1,830	$240K	0.01%	-236	Timeline
CBCHUBB LIMITED	821	$227K	0.01%	-1	Timeline
GSGOLDMAN SACHS GROUP INC	396	$227K	0.01%	new	Timeline
FDXFEDEX CORP	800	$225K	0.01%	+1	Timeline
DFUSDIMENSIONAL ETF TRUST	3,524	$225K	0.01%	-33	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,923	$221K	0.01%	new	Timeline
LNTALLIANT ENERGY CORP	3,691	$218K	0.01%	+262	Timeline
BLKBLACKROCK INC	212	$217K	0.01%	new	Timeline
ADBEADOBE INC	485	$216K	0.01%	-7	Timeline
HWMHOWMET AEROSPACE INC	1,906	$208K	0.01%	new	Timeline
EBAYEBAY INC.	3,349	$207K	0.01%	0	Timeline
BROSDUTCH BROS INC	3,947	$207K	0.01%	new	Timeline
COPCONOCOPHILLIPS	2,076	$206K	0.01%	+25	Timeline
BDXBECTON DICKINSON & CO	901	$204K	0.01%	0	Timeline
MTUMISHARES TR	987	$204K	0.01%	0	Timeline
DESWISDOMTREE TR	5,906	$203K	0.01%	0	Timeline
AMTAMERICAN TOWER CORP	1,101	$202K	0.01%	-390	Timeline
RPGINVESCO EXCHANGE TRADED FD T	4,870	$201K	0.01%	-280	Timeline
KBDCKAYNE ANDERSON BDC INC	11,824	$196K	0.01%	new	Timeline
VERVE THERAPEUTICS INCVERVE THERAPEUTICS INC	20,000	$113K	0.01%	0
UECURANIUM ENERGY CORP	13,300	$89K	0.01%	0	Timeline
DURECT CORPDURECT CORP	91,919	$68.9K	<0.01%	+4,292
FOCLEDAP TMS S A	21,431	$47.4K	<0.01%	0	Timeline
GPMTGRANITE PT MTG TR INC	15,721	$43.9K	<0.01%	0	Timeline
LUCID GROUP INCLUCID GROUP INC	10,090	$30.5K	<0.01%	new

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GSLCGOLDMAN SACHS ETF TR	2,881	$325K	shares
DHRDANAHER CORP DEL	1,000	$278K	shares
HEIHEICO CORP NEW	990	$259K	shares
SPGIS&P GLOBAL INC	501	$259K	shares
VWOVANGUARD INTL EQUITY INDEX F	5,315	$254K	shares
CMCSACOMCAST CORP NEW	5,941	$248K	shares
NOWSERVICENOW INC	262	$234K	shares
LMTLOCKHEED MARTIN CORP	395	$231K	shares
RBARB GLOBAL INC	2,812	$226K	shares
TLTISHARES TR	2,303	$226K	shares
CSGPCOSTAR GROUP INC	2,960	$223K	shares
SBUXSTARBUCKS CORP	2,246	$219K	shares
PHMPULTE GROUP INC	1,500	$215K	shares
UNPUNION PAC CORP	843	$208K	shares
SCHCSCHWAB STRATEGIC TR	5,299	$204K	shares
XLVSELECT SECTOR SPDR TR	1,303	$201K	shares
REVANCE THERAPEUTICS INCREVANCE THERAPEUTICS INC	12,845	$66.7K	shares
VZLAVIZSLA SILVER CORP	15,600	$30K	shares
NULLNULL	20,127	$12.3K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001518364-25-000003	base		2025-02-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC