Portfolio (Quarterly)
Guide ↗
Accredited Investors Inc.
· CIK 0001518364| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FDIQ | INVESCO EXCH TRADED FD TR II | — | 6,494 | $445K | 0.02% | SOLD |
| 2 | AVIG | AMERICAN CENTY ETF TR | — | 9,944 | $413K | 0.02% | SOLD |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,705 | $396K | 0.02% | SOLD |
| 4 | IYG | ISHARES TR | — | 4,182 | $346K | 0.02% | SOLD |
| 5 | GDEN | GOLDEN ENTMT INC | Consumer Cyclical | 11,750 | $314K | 0.02% | SOLD |
| 6 | AZO | AUTOZONE INC | Consumer Cyclical | 75 | $253K | 0.01% | SOLD |
| 7 | LOW | LOWES COS INC | Consumer Cyclical | 1,031 | $244K | 0.01% | SOLD |
| 8 | MOS | MOSAIC CO | Basic Materials | 8,879 | $226K | 0.01% | SOLD |
| 9 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,079 | $205K | 0.01% | SOLD |
| 10 | VNQ | VANGUARD INDEX FDS | — | 2,278 | $202K | 0.01% | SOLD |
| 11 | BX | BLACKSTONE INC | Financial Services | 1,753 | $202K | 0.01% | SOLD |
| 12 | ACWX | ISHARES TR | — | 2,939 | $201K | 0.01% | SOLD |
| 13 | — | SOW GOOD INC | — | 46,958 | $19K | 0.00% | SOLD |
Sector Allocation
Financial Services
33.0%
Industrials
23.5%
Technology
21.8%
Consumer Cyclical
10.6%
Healthcare
4.9%
Consumer Defensive
2.4%
Communication Services
1.8%
Energy
0.9%
Utilities
0.8%
Basic Materials
0.3%