Accredited Wealth Management, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Accredited Wealth Management, LLC opened 19 positions, added to 99, reduced 110, sold out of 14 and left 1 unchanged. The largest increase in value was AAPL (+$356,603); the largest decrease was TGT (-$164,167).
- AI: Country of operation United States; Class CL A; Shares 2025-06-30 0; Shares 2025-09-30 35.
- BLZE: Country of operation United States; Class COM CL A; Shares 2025-06-30 0; Shares 2025-09-30 22,558.
- OXLC: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 91.
- CIFR: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 500.
Two Form 13F-HR filings compared (SEC CIK 2056519): 2025-06-30 (filed 2025-08-12) and 2025-09-30 (filed 2025-11-12). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|
AI
C3 AI INC | United States | CL A | 0 | 35 | +35 | $0 | $8,670 | +$8,670 |
|---|
BLZE
BACKBLAZE INC | United States | COM CL A | 0 | 22,558 | +22,558 | $0 | $6,960 | +$6,960 |
|---|
OXLC
OXFORD LANE CAP CORP | United States | COM | 0 | 91 | +91 | $0 | $6,772 | +$6,772 |
|---|
CIFR
CIPHER MINING INC | United States | COM | 0 | 500 | +500 | $0 | $6,295 | +$6,295 |
|---|
TXRH
TEXAS ROADHOUSE INC | United States | COM | 0 | 50 | +50 | $0 | $5,816 | +$5,816 |
|---|
CRMD
CORMEDIX INC | United States | COM | 0 | 1,254 | +1,254 | $0 | $5,815 | +$5,815 |
|---|
OPFI
OPPFI INC | United States | COM CL A | 0 | 4,293 | +4,293 | $0 | $5,665 | +$5,665 |
|---|
ACEL
ACCEL ENTERTAINMENT INC | United States | COM CL A1 | 0 | 50 | +50 | $0 | $5,535 | +$5,535 |
|---|
AGX
ARGAN INC | United States | COM | 0 | 120 | +120 | $0 | $5,401 | +$5,401 |
|---|
NEXN
NEXXEN INTL LTD | | SHS NEW | 0 | 65 | +65 | $0 | $4,625 | +$4,625 |
|---|
RR
RICHTECH ROBOTICS INC | United States | CL B | 0 | 135 | +135 | $0 | $1,502 | +$1,502 |
|---|
SMR
NUSCALE PWR CORP | United States | CL A COM | 0 | 965 | +965 | $0 | $720 | +$720 |
|---|
LCID
LUCID GROUP INC | United States | COM NEW | 0 | 25 | +25 | $0 | $714 | +$714 |
|---|
SOFI
SOFI TECHNOLOGIES INC | United States | COM | 0 | 4 | +4 | $0 | $661 | +$661 |
|---|
BBAI
BIGBEAR AI HLDGS INC | United States | COM | 0 | 15 | +15 | $0 | $652 | +$652 |
|---|
SYM
SYMBOTIC INC | United States | CLASS A COM | 0 | 1,423 | +1,423 | $0 | $270 | +$270 |
|---|
SOUN
SOUNDHOUND AI INC | United States | CLASS A COM | 0 | 390 | +390 | $0 | $65 | +$65 |
|---|
LAES
SEALSQ CORP | | ORD SHS | 0 | 630 | +630 | $0 | $38 | +$38 |
|---|
PMCB
PHARMACYTE BIOTECH INC | United States | COM NEW | 0 | 50 | +50 | $0 | $1 | +$1 |
|---|
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