Accredited Investors Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$1.6B
Signature - Title
Jenna Holm - CCO
Location
5200 West 73 Rd Street, Edina, MN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 220 $1.6B +$113M -$49.8M +$63M AVDV, IJH, UPS, SCHB, IJR 13F-HR 7/19/2024, 12:41 PM
Q1 2024 210 $1.56B +$241M -$90.5M +$150M IJH, UPS, AVDV, IJR, EFA 13F-HR 5/14/2024, 11:20 AM
Q4 2023 195 $1.41B +$148M -$200M -$52M UPS, IJH, IJR, AVDV, EFA 13F-HR 2/7/2024, 10:34 AM
Q3 2023 192 $1.33B +$105M -$85.8M +$19.3M UPS, SHV, EFA, IJR, IVV 13F-HR 11/7/2023, 12:10 PM
Q2 2023 190 $1.4B +$91.3M -$35.3M +$56M UPS, SHV, EFA, SPYV, AVDV 13F-HR 8/3/2023, 10:18 AM
Q1 2023 189 $1.32B +$108M -$66.7M +$41.7M UPS, EFA, SPYV, AVDV, IJR 13F-HR 4/24/2023, 09:25 AM
Q4 2022 185 $1.18B +$348M -$77.6M +$270M UPS, EFA, SPYV, IJR, AVDV 13F-HR 2/7/2023, 04:56 PM
Q3 2022 171 $862M +$98.5M -$28.5M +$70M EFA, IJR, RBLX, IVV, IWM 13F-HR 11/8/2022, 02:03 PM
Q2 2022 174 $843M +$53.8M -$134M -$80.3M IJR, EFV, RBLX, IVV, SPYV 13F-HR 7/21/2022, 10:26 AM
Q1 2022 180 $1.11B +$161M -$26.6M +$134M SPYV, IJR, RBLX, EFV, IVV 13F-HR 5/6/2022, 03:22 PM
Q4 2021 186 $1.12B +$108M -$19.6M +$88.4M RBLX, SPYV, IJR, IVV, IWM 13F-HR 1/31/2022, 05:00 PM
Q3 2021 171 $926M +$38.5M -$55.5M -$17.1M RBLX, SPYV, IWM, IJR, IVV 13F-HR 11/12/2021, 10:59 AM
Q2 2021 165 $978M +$189M -$6.84M +$182M RBLX, SPYV, IWM, IVV, IJR 13F-HR 7/30/2021, 04:39 PM
Q1 2021 160 $747M +$135M -$26.9M +$108M SPYV, IWM, IJR, IVV, EFV 13F-HR 4/16/2021, 04:22 PM
Q4 2020 156 $597M +$63.6M -$12M +$51.6M IWM, SPYV, IJR, IVV, IWF 13F-HR 2/11/2021, 12:01 PM
Q3 2020 137 $477M +$26.5M -$60.5M -$34M SPYV, IWM, IVV, IJR, IWF 13F-HR 11/5/2020, 03:51 PM
Q2 2020 131 $490M +$54.3M -$73.8M -$19.5M IVV, SPYV, IWM, IJR, SCHB 13F-HR 7/29/2020, 04:56 PM
Q1 2020 129 $425M +$43.4M -$62.9M -$19.5M IJR, SPYV, IVV, IWM, SCHB 13F-HR 5/15/2020, 09:36 AM
Q4 2019 147 $589M +$33.2M -$8.39M +$24.8M IJR, SPYV, IWM, IVV, SCHB 13F-HR 1/23/2020, 01:25 PM
Q3 2019 134 $519M +$28M -$19.6M +$8.38M IJR, IWM, IVV, SPYV, SCHB 13F-HR 11/14/2019, 01:56 PM
Q2 2019 133 $511M +$14.1M -$10.5M +$3.66M IWM, IJR, IVV, SCHB, SPYV 13F-HR 8/13/2019, 03:52 PM
Q1 2019 138 $497M +$23.9M -$30.5M -$6.58M IWM, IJR, IVV, SCHB, SPYV 13F-HR 4/17/2019, 10:27 AM
Q4 2018 126 $448M +$132M -$25.8M +$106M IWM, IVV, EFV, SCHB, IJR 13F-HR 2/12/2019, 06:00 PM
Q3 2018 127 $405M +$29.8M -$32.1M -$2.32M IWM, IVV, SCHB, IJR, IWF 13F-HR 10/23/2018, 04:04 PM
Q2 2018 122 $387M +$60.4M -$49.4M +$11M IWM, SCHB, IVV, KBWB, IJR 13F-HR 7/31/2018, 11:51 AM
Q1 2018 115 $366M +$33.8M -$26.4M +$7.41M IWM, SCHB, IVV, KBWB, IJR 13F-HR 4/18/2018, 10:50 AM
Q4 2017 117 $361M +$7.45M -$27.7M -$20.3M IWM, SCHB, IVV, KBWB, IJR 13F-HR 1/17/2018, 11:57 AM
Q3 2017 117 $362M +$25.8M -$66.7M -$40.9M IWM, IVV, SCHB, KBWB, IJR 13F-HR 10/30/2017, 10:40 AM
Q2 2017 106 $387M +$7.13M -$29.5M -$22.4M QUAL, IWM, SCHB, IVV, KBWB 13F-HR 8/2/2017, 04:34 PM
Q1 2017 109 $400M +$30.1M -$16.5M +$13.6M IWM, SCHB, QUAL, IVV, KBWB 13F-HR 5/10/2017, 04:59 PM
Q4 2016 98 $386M +$12.8M -$11.1M +$1.69M IWM, SCHB, QUAL, IVV, KBWB 13F-HR 2/8/2017, 02:33 PM
Q3 2016 96 $364M +$13.5M -$28.6M -$15.1M IWM, IVV, SCHB, QUAL, IJR 13F-HR 11/3/2016, 02:10 PM
Q2 2016 98 $362M +$15.5M -$51.4M -$35.9M IWM, IVV, QUAL, DEM, SCHB 13F-HR 8/8/2016, 07:08 PM
Q1 2016 93 $391M +$68.8M -$91M -$22.1M DEM, IWM, IVV, QUAL, SCHB 13F-HR 5/12/2016, 03:39 PM
Q4 2015 89 $407M +$39.5M -$16.4M +$23.1M IWM, IVV, QUAL, IEMG, IWF 13F-HR 1/19/2016, 10:44 AM
Q3 2015 85 $372M $0 $0 IWM, IVV, IEMG, QUAL, IWF New Holdings 10/28/2015, 04:48 PM
Q3 2015 85 $372M +$101M -$71.2M +$30.1M IWM, IVV, IEMG, QUAL, IWF 13F-HR 10/26/2015, 04:48 PM
Q2 2015 79 $381M +$13.9M -$24.2M -$10.3M IWM, IVV, DEM, IAU, IWP 13F-HR 8/11/2015, 11:49 AM
Q1 2015 75 $393M +$58.9M -$11.9M +$46.9M IWM, IVV, IWP, DEM, IWF 13F-HR 4/7/2015, 05:38 PM
Q4 2014 75 $338M +$47.2M -$49.8M -$2.58M IWM, IVV, IWP, DEM, IWF 13F-HR 2/9/2015, 04:56 PM
Q3 2014 73 $331M +$39.5M -$6.03M +$33.5M IWM, DEM, IVV, IWP, IWF 13F-HR 10/20/2014, 03:37 PM
Q2 2014 67 $308M +$8.29M -$11.1M -$2.83M IWM, DEM, IVV, IWP, IWF 13F-HR 7/29/2014, 03:49 PM
Q1 2014 61 $299M +$19.6M -$6.32M +$13.3M IWM, DEM, IVV, IWP, IWF 13F-HR 5/7/2014, 03:26 PM
Q4 2013 57 $286M $0 $0 IWM, DEM, IVV, IWP, IWF 13F-HR 2/4/2014, 04:23 PM