Accredited Wealth Management, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 3 quarters from 2024-12-31 to 2025-09-30, Accredited Wealth Management, LLC opened 104 positions, added to 164, reduced 188 and sold out of 80.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 8,270.
- Q3 2025: Stock SLV; Country of operation United States; Class ISHARES; Shares before 24,112.
- Q3 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 17,535.
- Q3 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 4,518.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2056519), 3 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q3 2025 | AAPL APPLE INC | United States | COM | 8,270 | 50 | -8,220 | $1,696,847 | $2,053,450 | +$356,603 | 2025-11-12 |
| Q3 2025 | SLV ISHARES SILVER TR | United States | ISHARES | 24,112 | 625 | -23,487 | $791,116 | $1,040,481 | +$249,365 | 2025-11-12 |
| Q3 2025 | IAU ISHARES GOLD TR | United States | ISHARES NEW | 17,535 | 615 | -16,920 | $1,093,483 | $1,315,973 | +$222,490 | 2025-11-12 |
| Q3 2025 | ORCL ORACLE CORP | United States | COM | 4,518 | 435 | -4,083 | $987,771 | $1,207,364 | +$219,593 | 2025-11-12 |
| Q3 2025 | CAT CATERPILLAR INC | United States | COM | 2,422 | 329 | -2,093 | $940,298 | $1,148,659 | +$208,361 | 2025-11-12 |
| Q3 2025 | TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 2,477 | 100 | -2,377 | $1,005,390 | $1,202,460 | +$197,070 | 2025-11-12 |
| Q3 2025 | TGT TARGET CORP | United States | COM | 2,833 | 56 | -2,777 | $279,437 | $115,270 | -$164,167 | 2025-11-12 |
| Q3 2025 | GOOGL ALPHABET INC | United States | CAP STK CL A | 2,678 | 2,299 | -379 | $471,944 | $596,325 | +$124,381 | 2025-11-12 |
| Q3 2025 | BAC BANK AMERICA CORP | United States | COM | 22,664 | 1,105 | -21,559 | $1,072,461 | $1,163,768 | +$91,307 | 2025-11-12 |
| Q3 2025 | JPM JPMORGAN CHASE & CO. | United States | COM | 3,823 | 303 | -3,520 | $1,108,327 | $1,180,655 | +$72,328 | 2025-11-12 |
| Q3 2025 | TSLA TESLA INC | United States | COM | 528 | 226 | -302 | $167,725 | $234,813 | +$67,088 | 2025-11-12 |
| Q3 2025 | MSFT MICROSOFT CORP | United States | COM | 5,271 | 500 | -4,771 | $2,621,849 | $2,686,089 | +$64,240 | 2025-11-12 |
| Q3 2025 | LLY ELI LILLY & CO | United States | COM | 158 | 100 | -58 | $123,166 | $63,329 | -$59,837 | 2025-11-12 |
| Q3 2025 | KO COCA COLA CO | United States | COM | 12,792 | 8 | -12,784 | $911,525 | $855,015 | -$56,510 | 2025-11-12 |
| Q3 2025 | GE GE AEROSPACE | United States | COM NEW | 1,279 | 389 | -890 | $329,094 | $385,097 | +$56,003 | 2025-11-12 |
| Q3 2025 | V VISA INC | United States | COM CL A | 968 | 74 | -894 | $343,698 | $292,922 | -$50,776 | 2025-11-12 |
| Q3 2025 | ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 3,022 | 750 | -2,272 | $936,639 | $891,611 | -$45,028 | 2025-11-12 |
| Q3 2025 | QCOM QUALCOMM INC | United States | COM | 864 | 149 | -715 | $137,619 | $93,917 | -$43,702 | 2025-11-12 |
| Q3 2025 | CP CANADIAN PACIFIC KANSAS CITY | COM | 6,921 | 443 | -6,478 | $549,777 | $516,673 | -$33,104 | 2025-11-12 | |
| Q3 2025 | PEP PEPSICO INC | United States | COM | 2,108 | 425 | -1,683 | $278,279 | $310,286 | +$32,007 | 2025-11-12 |
| Q3 2025 | META META PLATFORMS INC | United States | CL A | 205 | 100 | -105 | $151,309 | $122,642 | -$28,667 | 2025-11-12 |
| Q3 2025 | NEE NEXTERA ENERGY INC | United States | COM | 4,331 | 500 | -3,831 | $300,670 | $326,967 | +$26,297 | 2025-11-12 |
| Q3 2025 | HSY HERSHEY CO | United States | COM | 748 | 137 | -611 | $124,131 | $149,377 | +$25,246 | 2025-11-12 |
| Q3 2025 | AMZN AMAZON COM INC | United States | COM | 3,995 | 251 | -3,744 | $876,489 | $851,958 | -$24,531 | 2025-11-12 |
| Q3 2025 | RTX RTX CORPORATION | United States | COM | 1,120 | 175 | -945 | $163,606 | $187,608 | +$24,002 | 2025-11-12 |
| Q3 2025 | UPS UNITED PARCEL SERVICE INC | United States | CL B | 1,747 | 225 | -1,522 | $176,349 | $198,857 | +$22,508 | 2025-11-12 |
| Q3 2025 | PG PROCTER AND GAMBLE CO | United States | COM | 3,712 | 188 | -3,524 | $591,396 | $570,349 | -$21,047 | 2025-11-12 |
| Q3 2025 | INTC INTEL CORP | United States | COM | 1,670 | 193 | -1,477 | $37,419 | $56,213 | +$18,794 | 2025-11-12 |
| Q3 2025 | DIS DISNEY WALT CO | United States | COM | 1,186 | 247 | -939 | $147,051 | $130,078 | -$16,973 | 2025-11-12 |
| Q3 2025 | CVS CVS HEALTH CORP | United States | COM | 3,255 | 175 | -3,080 | $224,530 | $241,248 | +$16,718 | 2025-11-12 |
| Q3 2025 | PFE PFIZER INC | United States | COM | 5,620 | 201 | -5,419 | $136,223 | $148,708 | +$12,485 | 2025-11-12 |
| Q3 2025 | LOW LOWES COS INC | United States | COM | 417 | 30 | -387 | $92,520 | $104,797 | +$12,277 | 2025-11-12 |
| Q3 2025 | LKQ LKQ CORP | United States | COM | 275 | 138 | -137 | $10,178 | $21,378 | +$11,200 | 2025-11-12 |
| Q3 2025 | MRK MERCK & CO INC | United States | COM | 2,295 | 238 | -2,057 | $183,561 | $194,510 | +$10,949 | 2025-11-12 |
| Q3 2025 | CMP COMPASS MINERALS INTL INC | United States | COM | 740 | 233 | -507 | $14,862 | $4,123 | -$10,739 | 2025-11-12 |
| Q3 2025 | BLK BLACKROCK INC | United States | COM | 86 | 4 | -82 | $90,236 | $100,265 | +$10,029 | 2025-11-12 |
| Q3 2025 | BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 8,237 | 71 | -8,166 | $381,290 | $371,488 | -$9,802 | 2025-11-12 |
| Q3 2025 | AMGN AMGEN INC | United States | COM | 3,250 | 200 | -3,050 | $907,433 | $917,150 | +$9,717 | 2025-11-12 |
| Q3 2025 | BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 717 | 100 | -617 | $348,298 | $357,951 | +$9,653 | 2025-11-12 | |
| Q3 2025 | SYY SYSCO CORP | United States | COM | 1,423 | 300 | -1,123 | $107,748 | $117,205 | +$9,457 | 2025-11-12 |
| Q3 2025 | IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 617 | 226 | -391 | $181,880 | $172,682 | -$9,198 | 2025-11-12 |
| Q3 2025 | CTVA CORTEVA INC | United States | COM | 1,254 | 314 | -940 | $93,461 | $84,809 | -$8,652 | 2025-11-12 |
| Q3 2025 | KR KROGER CO | United States | COM | 493 | 4 | -489 | $35,394 | $27,569 | -$7,825 | 2025-11-12 |
| Q3 2025 | ORLY OREILLY AUTOMOTIVE INC | United States | COM | 435 | 400 | -35 | $39,207 | $46,898 | +$7,691 | 2025-11-12 |
| Q3 2025 | AVAV AEROVIRONMENT INC | United States | COM | 200 | 50 | -150 | $56,990 | $64,553 | +$7,563 | 2025-11-12 |
| Q3 2025 | VZ VERIZON COMMUNICATIONS INC | United States | COM | 1,605 | 175 | -1,430 | $69,455 | $61,929 | -$7,526 | 2025-11-12 |
| Q3 2025 | SPGI S&P GLOBAL INC | United States | COM | 175 | 80 | -95 | $92,276 | $85,175 | -$7,101 | 2025-11-12 |
| Q3 2025 | DUK DUKE ENERGY CORP NEW | United States | COM NEW | 84 | 33 | -51 | $9,912 | $16,583 | +$6,671 | 2025-11-12 |
| Q3 2025 | PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 76 | 30 | -46 | $10,361 | $16,601 | +$6,240 | 2025-11-12 |
| Q3 2025 | AMT AMERICAN TOWER CORP NEW | United States | COM | 210 | 6 | -204 | $46,772 | $40,745 | -$6,027 | 2025-11-12 |
| Q3 2025 | CARR CARRIER GLOBAL CORPORATION | United States | COM | 443 | 120 | -323 | $32,424 | $26,448 | -$5,976 | 2025-11-12 |
| Q3 2025 | WMT WALMART INC | United States | COM | 1,095 | 55 | -1,040 | $107,042 | $112,846 | +$5,804 | 2025-11-12 |
| Q3 2025 | HUM HUMANA INC | United States | COM | 365 | 3 | -362 | $89,559 | $95,286 | +$5,727 | 2025-11-12 |
| Q3 2025 | TXN TEXAS INSTRS INC | United States | COM | 226 | 35 | -191 | $46,923 | $41,523 | -$5,400 | 2025-11-12 |
| Q3 2025 | USB US BANCORP DEL | United States | COM NEW | 1,345 | 100 | -1,245 | $61,534 | $65,704 | +$4,170 | 2025-11-12 |
| Q3 2025 | CL COLGATE PALMOLIVE CO | United States | COM | 375 | 349 | -26 | $34,088 | $29,978 | -$4,110 | 2025-11-12 |
| Q3 2025 | NTRS NORTHERN TR CORP | United States | COM | 516 | 45 | -471 | $65,811 | $69,867 | +$4,056 | 2025-11-12 |
| Q3 2025 | MS MORGAN STANLEY | United States | COM NEW | 192 | 30 | -162 | $27,046 | $30,521 | +$3,475 | 2025-11-12 |
| Q3 2025 | AXP AMERICAN EXPRESS CO | United States | COM | 258 | 106 | -152 | $82,445 | $85,851 | +$3,406 | 2025-11-12 |
| Q3 2025 | EMR EMERSON ELEC CO | United States | COM | 1,651 | 535 | -1,116 | $220,169 | $216,890 | -$3,279 | 2025-11-12 |
| Q3 2025 | EOSE EOS ENERGY ENTERPRISES INC | United States | COM CL A | 500 | 29 | -471 | $2,560 | $5,695 | +$3,135 | 2025-11-12 |
| Q3 2025 | RJF RAYMOND JAMES FINL INC | United States | COM | 149 | 53 | -96 | $22,853 | $25,718 | +$2,865 | 2025-11-12 |
| Q3 2025 | MA MASTERCARD INCORPORATED | United States | CL A | 405 | 151 | -254 | $227,783 | $230,640 | +$2,857 | 2025-11-12 |
| Q3 2025 | CRM SALESFORCE INC | United States | COM | 80 | 50 | -30 | $21,849 | $18,994 | -$2,855 | 2025-11-12 |
| Q3 2025 | CSX CSX CORP | United States | COM | 900 | 100 | -800 | $29,367 | $31,959 | +$2,592 | 2025-11-12 |
| Q3 2025 | BN BROOKFIELD CORP | CL A LTD VT SH | 371 | 228 | -143 | $22,947 | $25,444 | +$2,497 | 2025-11-12 | |
| Q3 2025 | CRSP CRISPR THERAPEUTICS AG | NAMEN AKT | 150 | 129 | -21 | $7,296 | $9,722 | +$2,426 | 2025-11-12 | |
| Q3 2025 | BFB BROWN FORMAN CORP | CL B | 1,750 | 500 | -1,250 | $47,433 | $45,215 | -$2,218 | 2025-11-12 | |
| Q3 2025 | XOMXXXX EXXON MOBIL CORP | COM | 408 | 54 | -354 | $43,950 | $46,071 | +$2,121 | 2025-11-12 | |
| Q3 2025 | BRO BROWN & BROWN INC | United States | COM | 124 | 42 | -82 | $13,748 | $11,630 | -$2,118 | 2025-11-12 |
| Q3 2025 | DRI DARDEN RESTAURANTS INC | United States | COM | 74 | 24 | -50 | $16,130 | $14,087 | -$2,043 | 2025-11-12 |
| Q3 2025 | KHC KRAFT HEINZ CO | United States | COM | 1,823 | 144 | -1,679 | $47,083 | $45,090 | -$1,993 | 2025-11-12 |
| Q3 2025 | FE FIRSTENERGY CORP | United States | COM | 337 | 2 | -335 | $13,557 | $15,493 | +$1,936 | 2025-11-12 |
| Q3 2025 | SNA SNAP ON INC | United States | COM | 53 | 25 | -28 | $16,493 | $18,367 | +$1,874 | 2025-11-12 |
| Q3 2025 | PH PARKER-HANNIFIN CORP | United States | COM | 30 | 4 | -26 | $20,955 | $22,745 | +$1,790 | 2025-11-12 |
| Q3 2025 | MCD MCDONALDS CORP | United States | COM | 151 | 139 | -12 | $44,118 | $45,888 | +$1,770 | 2025-11-12 |
| Q3 2025 | TPB TURNING PT BRANDS INC | United States | COM | 75 | 14 | -61 | $5,689 | $7,421 | +$1,732 | 2025-11-12 |
| Q3 2025 | ADBE ADOBE INC | United States | COM | 50 | 5 | -45 | $19,344 | $17,638 | -$1,706 | 2025-11-12 |
| Q3 2025 | CMCSA COMCAST CORP NEW | United States | CL A | 349 | 215 | -134 | $12,456 | $10,966 | -$1,490 | 2025-11-12 |
| Q3 2025 | SJM SMUCKER J M CO | United States | COM NEW | 140 | 53 | -87 | $13,748 | $15,204 | +$1,456 | 2025-11-12 |
| Q3 2025 | HBI HANESBRANDS INC | United States | COM | 600 | 93 | -507 | $2,748 | $3,954 | +$1,206 | 2025-11-12 |
| Q3 2025 | SO SOUTHERN CO | United States | COM | 390 | 203 | -187 | $35,814 | $36,961 | +$1,147 | 2025-11-12 |
| Q3 2025 | BTDR BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | 200 | 160 | -40 | $2,296 | $3,418 | +$1,122 | 2025-11-12 | |
| Q3 2025 | T AT&T INC | United States | COM | 1,568 | 87 | -1,481 | $45,386 | $44,288 | -$1,098 | 2025-11-12 |
| Q3 2025 | CTRA COTERRA ENERGY INC | United States | COM | 578 | 94 | -484 | $14,670 | $13,670 | -$1,000 | 2025-11-12 |
| Q3 2025 | APTV APTIV PLC | COM SHS | 50 | 25 | -25 | $3,411 | $4,311 | +$900 | 2025-11-12 | |
| Q3 2025 | VIK VIKING HOLDINGS LTD | United States | ORD SHS | 100 | 35 | -65 | $5,329 | $6,216 | +$887 | 2025-11-12 |
| Q3 2025 | MRNA MODERNA INC | United States | COM | 500 | 230 | -270 | $13,795 | $12,915 | -$880 | 2025-11-12 |
| Q3 2025 | GILD GILEAD SCIENCES INC | United States | COM | 6,719 | 375 | -6,344 | $744,936 | $745,809 | +$873 | 2025-11-12 |
| Q3 2025 | BAX BAXTER INTL INC | United States | COM | 805 | 90 | -715 | $24,513 | $25,349 | +$836 | 2025-11-12 |
| Q3 2025 | OCCI OFS CREDIT COMPANY INC | United States | COM | 1,000 | 88 | -912 | $6,230 | $5,410 | -$820 | 2025-11-12 |
| Q3 2025 | MAIN MAIN STR CAP CORP | United States | COM | 154 | 103 | -51 | $9,096 | $9,901 | +$805 | 2025-11-12 |
| Q3 2025 | NTRA NATERA INC | United States | COM | 100 | 5 | -95 | $16,894 | $16,097 | -$797 | 2025-11-12 |
| Q3 2025 | KEY KEYCORP | United States | COM | 456 | 140 | -316 | $7,944 | $8,523 | +$579 | 2025-11-12 |
| Q3 2025 | TAP MOLSON COORS BEVERAGE CO | CL B | 228 | 143 | -85 | $10,942 | $10,399 | -$543 | 2025-11-12 | |
| Q3 2025 | A AGILENT TECHNOLOGIES INC | United States | COM | 50 | 16 | -34 | $5,901 | $6,430 | +$529 | 2025-11-12 |
| Q3 2025 | CSCO CISCO SYS INC | United States | COM | 500 | 245 | -255 | $34,690 | $34,210 | -$480 | 2025-11-12 |
| Q3 2025 | EMBC EMBECTA CORP | United States | COMMON STOCK | 100 | 50 | -50 | $969 | $1,411 | +$442 | 2025-11-12 |
| Q3 2025 | CAG CONAGRA BRANDS INC | United States | COM | 228 | 87 | -141 | $4,677 | $4,262 | -$415 | 2025-11-12 |
| Q3 2025 | GEHC GE HEALTHCARE TECHNOLOGIES I | United States | COMMON STOCK | 389 | 1 | -388 | $28,817 | $29,218 | +$401 | 2025-11-12 |
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| Not available yet | |||