ACCREDITED INVESTOR SERVICES, LLC Portfolio Holdings
Q3 2025•76 long positions•$145.5M portfolio value
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Holding77 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $52.8M 36.28% | +$1.3M Bought | — 485.6K shares | 473.9K → 485.6K +$1.3M | +2.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $26.7M 18.32% | +$497.2K Bought | — 849.3K shares | 833.4K → 849.3K +$497.2K | +1.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $23.9M 16.42% | +$297.4K Bought | — 445.1K shares | 439.6K → 445.1K +$297.4K | +1.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.2M 3.57% | +$247.4K Bought | — 52.2K shares | 49.7K → 52.2K +$247.4K | +5.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 2.23% | -$15.5K Sold | — 84.1K shares | 84.5K → 84.1K −$15.5K | -0.48% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.2M 1.54% | — | — 30.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.3% | +$16.7K Bought | — 2.8K shares | 2.8K → 2.8K +$16.7K | +0.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.27% | — | — 17.2K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 1.18% | +$5.3K Bought | — 16.1K shares | 16.1K → 16.1K +$5.3K | +0.31% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.2M 0.801% | -$6.8K Sold | — 6.0K shares | 6.0K → 6.0K −$6.8K | -0.58% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.1M 0.746% | -$6.5K Sold | — 95.3K shares | 95.9K → 95.3K −$6.5K | -0.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.737% | -$48.4K Sold | — 1.8K shares | 1.8K → 1.8K −$48.4K | -4.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.711% | +$66.5K Bought | — 20.6K shares | 19.3K → 20.6K +$66.5K | +6.87% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $945.6K 0.65% | — | — 105.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $938.4K 0.645% | -$95.1 Sold | — 9.9K shares | 9.9K → 9.9K −$95.1 | -0.01% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $907.5K 0.624% | -$2.9K Sold | — 20.3K shares | 20.4K → 20.3K −$2.9K | -0.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $896.9K 0.617% | -$13.8K Sold | — 16.7K shares | 16.9K → 16.7K −$13.8K | -1.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $736.2K 0.506% | -$276.3K Sold | — 1.5K shares | 2.1K → 1.5K −$276.3K | -27.29% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $690.6K 0.475% | -$17.9K Sold | — 7.7K shares | 7.9K → 7.7K −$17.9K | -2.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $690.4K 0.475% | -$233.1K Sold | — 3.7K shares | 5.0K → 3.7K −$233.1K | -25.24% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $676.5K 0.465% | +$676.5K Bought | — 71.5K shares | — | — | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $654.9K 0.45% | -$18.2K Sold | — 50.3K shares | 51.7K → 50.3K −$18.2K | -2.7% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $619.9K 0.426% | — | — 6.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $596.7K 0.41% | — | — 33.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $496.6K 0.341% | -$2.4K Sold | — 7.5K shares | 7.6K → 7.5K −$2.4K | -0.49% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $495.2K 0.34% | — | — 5.7K shares | — | — | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $490.9K 0.337% | +$2.2K Bought | — 2.3K shares | 2.3K → 2.3K +$2.2K | +0.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $482.6K 0.332% | — | — 9.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $448.4K 0.308% | -$55.7K Sold | — 3.2K shares | 3.6K → 3.2K −$55.7K | -11.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $421.3K 0.29% | — | — 1.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $416.8K 0.286% | — | — 12.4K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $407.2K 0.28% | — | — 8.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $405.9K 0.279% | -$7.0K Sold | — 8.0K shares | 8.1K → 8.0K −$7.0K | -1.7% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $401.9K 0.276% | -$4.8K Sold | — 9.1K shares | 9.2K → 9.1K −$4.8K | -1.18% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $381.7K 0.262% | -$6.6K Sold | — 37.0K shares | 37.6K → 37.0K −$6.6K | -1.7% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $380.3K 0.261% | — | — 5.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $379.5K 0.261% | -$65.7K Sold | — 6.3K shares | 7.4K → 6.3K −$65.7K | -14.76% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $338.4K 0.233% | +$407.5 Bought | — 5.8K shares | 5.8K → 5.8K +$407.5 | +0.12% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $313.3K 0.215% | -$38.1K Sold | — 14.0K shares | 15.8K → 14.0K −$38.1K | -10.85% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $307.7K 0.212% | -$6.1K Sold | — 9.6K shares | 9.8K → 9.6K −$6.1K | -1.93% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $305.8K 0.21% | +$448.9 Bought | — 6.8K shares | 6.8K → 6.8K +$448.9 | +0.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $285.1K 0.196% | — | — 426.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $278.1K 0.191% | -$57.3K Sold | — 2.3K shares | 2.8K → 2.3K −$57.3K | -17.09% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $266.9K 0.183% | +$266.9K New | — 5.8K shares | 0 → 5.8K +$266.9K | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $265.5K 0.183% | -$7.5K Sold | — 747.0 shares | 768.0 → 747.0 −$7.5K | -2.73% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $263.3K 0.181% | -$2.7K Sold | — 25.5K shares | 25.7K → 25.5K −$2.7K | -1.0% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $256.9K 0.177% | -$4.5K Sold | — 12.9K shares | 13.1K → 12.9K −$4.5K | -1.7% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $244.9K 0.168% | +$22.0K Bought | — 42.2K shares | 38.4K → 42.2K +$22.0K | +9.89% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $241.4K 0.166% | -$1.9K Sold | — 2.5K shares | 2.5K → 2.5K −$1.9K | -0.79% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $240.0K 0.165% | +$29.6K Bought | — 16.3K shares | 14.3K → 16.3K +$29.6K | +14.05% | — — | Q1 2025 Held for 8 months |
