Asset Manager
← All Institutions
Accredited Wealth Management, LLC
Market Value
$0
-100.0%
Holdings
373
-14
New Purchases
0
Added To
0
Closed
373
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 58 | $0 | 0% |
| Large Cap | 217 | $0 | 0% |
| Mid Cap | 53 | $0 | 0% |
| Small Cap | 33 | $0 | 0% |
| Micro Cap | 12 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$177.9B
Median Market Cap
$33.1B
Avg P/E
34.2
Median P/E
22.8
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
230
# ETFs / Funds
143
Top Holdings (373 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XOM | —% | — | — | — | -$46K | -54 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$44K | -87 | -100.0% | SOLD |
| 3 | BDX | —% | — | — | — | -$17K | -160 | -100.0% | SOLD |
| 4 | AMP | —% | — | — | — | -$3K | -3,250 | -100.0% | SOLD |
| 5 | DIS | —% | — | — | — | -$130K | -247 | -100.0% | SOLD |
| 6 | LYV | —% | — | — | — | -$13K | -700 | -100.0% | SOLD |
| 7 | FDX | —% | — | — | — | -$13K | -5,651 | -100.0% | SOLD |
| 8 | CDE | —% | — | — | — | -$151 | -375 | -100.0% | SOLD |
| 9 | UBER | —% | — | — | — | -$10K | -726 | -100.0% | SOLD |
| 10 | CVS | —% | — | — | — | -$241K | -175 | -100.0% | SOLD |
| 11 | NOW | —% | — | — | — | -$46K | -400 | -100.0% | SOLD |
| 12 | ACHR | —% | — | — | — | -$240 | -20 | -100.0% | SOLD |
| 13 | GE | —% | — | — | — | -$385K | -389 | -100.0% | SOLD |
| 14 | BF-A | —% | — | — | — | -$1K | -1,655 | -100.0% | SOLD |
| 15 | NEE | —% | — | — | — | -$327K | -500 | -100.0% | SOLD |
| 16 | AMT | —% | — | — | — | -$41K | -6 | -100.0% | SOLD |
| 17 | CHMI | —% | — | — | — | -$2K | -150 | -100.0% | SOLD |
| 18 | PSX | —% | — | — | — | -$7K | -900 | -100.0% | SOLD |
| 19 | TPB | —% | — | — | — | -$7K | -14 | -100.0% | SOLD |
| 20 | AIG | —% | — | — | — | -$8K | -210 | -100.0% | SOLD |
| 21 | MAIN | —% | — | — | — | -$10K | -103 | -100.0% | SOLD |
| 22 | BN | —% | — | — | — | -$25K | -228 | -100.0% | SOLD |
| 23 | APD | —% | — | — | — | -$4K | -20 | -100.0% | SOLD |
| 24 | ZBH | —% | — | — | — | -$34K | -343 | -100.0% | SOLD |
| 25 | CARR | —% | — | — | — | -$26K | -120 | -100.0% | SOLD |
| 26 | DVN | —% | — | — | — | -$18K | -808 | -100.0% | SOLD |
| 27 | BIPC | —% | — | — | — | -$9K | -124 | -100.0% | SOLD |
| 28 | WST | —% | — | — | — | -$10K | -270 | -100.0% | SOLD |
| 29 | ICE | —% | — | — | — | -$33K | -612 | -100.0% | SOLD |
| 30 | CHWY | —% | — | — | — | -$6K | -500 | -100.0% | SOLD |
| 31 | MS | —% | — | — | — | -$31K | -30 | -100.0% | SOLD |
| 32 | BAX | —% | — | — | — | -$25K | -90 | -100.0% | SOLD |
| 33 | ACEL | —% | — | — | — | -$6K | -50 | -100.0% | SOLD |
| 34 | BRO | —% | — | — | — | -$12K | -42 | -100.0% | SOLD |
| 35 | HD | —% | — | — | — | -$56K | -151 | -100.0% | SOLD |
| 36 | AXP | —% | — | — | — | -$86K | -106 | -100.0% | SOLD |
| 37 | CMP | —% | — | — | — | -$4K | -233 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$88K | -834 | -100.0% | SOLD |
| 39 | BMY | —% | — | — | — | -$371K | -71 | -100.0% | SOLD |
| 40 | RJF | —% | — | — | — | -$26K | -53 | -100.0% | SOLD |
| 41 | ABBV | —% | — | — | — | -$193K | -10,170 | -100.0% | SOLD |
| 42 | DHR | —% | — | — | — | -$35K | -74 | -100.0% | SOLD |
| 43 | CL | —% | — | — | — | -$30K | -349 | -100.0% | SOLD |
| 44 | CRM | —% | — | — | — | -$19K | -50 | -100.0% | SOLD |
| 45 | DRI | —% | — | — | — | -$14K | -24 | -100.0% | SOLD |
| 46 | BLK | —% | — | — | — | -$100K | -4 | -100.0% | SOLD |
| 47 | FSK | —% | — | — | — | -$26K | -1,279 | -100.0% | SOLD |
| 48 | JOBY | —% | — | — | — | -$4K | -403 | -100.0% | SOLD |
| 49 | HSY | —% | — | — | — | -$149K | -137 | -100.0% | SOLD |
| 50 | A | —% | — | — | — | -$6K | -16 | -100.0% | SOLD |
| 51 | IBM | —% | — | — | — | -$173K | -226 | -100.0% | SOLD |
| 52 | GSK | —% | — | — | — | -$9K | -50 | -100.0% | SOLD |
| 53 | KO | —% | — | — | — | -$855 | -8 | -100.0% | SOLD |
| 54 | VZ | —% | — | — | — | -$62K | -175 | -100.0% | SOLD |
| 55 | LOW | —% | — | — | — | -$105K | -30 | -100.0% | SOLD |
| 56 | NKE | —% | — | — | — | -$40 | -516 | -100.0% | SOLD |
| 57 | MSM | —% | — | — | — | -$3K | -100 | -100.0% | SOLD |
| 58 | SHEL | —% | — | — | — | -$29K | -3 | -100.0% | SOLD |
| 59 | UPS | —% | — | — | — | -$199K | -225 | -100.0% | SOLD |
| 60 | SPGI | —% | — | — | — | -$85K | -80 | -100.0% | SOLD |
| 61 | LUV | —% | — | — | — | -$6K | -1 | -100.0% | SOLD |
| 62 | IP | —% | — | — | — | -$10K | -83 | -100.0% | SOLD |
| 63 | CAT | —% | — | — | — | -$1M | -329 | -100.0% | SOLD |
| 64 | TYL | —% | — | — | — | -$7K | -100 | -100.0% | SOLD |
| 65 | MET | —% | — | — | — | -$8K | -500 | -100.0% | SOLD |
| 66 | FE | —% | — | — | — | -$15K | -2 | -100.0% | SOLD |
| 67 | GEV | —% | — | — | — | -$615 | -347 | -100.0% | SOLD |
| 68 | SHW | —% | — | — | — | -$1K | -12 | -100.0% | SOLD |
| 69 | KD | —% | — | — | — | -$91 | -78 | -100.0% | SOLD |
| 70 | STZ | —% | — | — | — | -$12K | -316 | -100.0% | SOLD |
| 71 | CBRE | —% | — | — | — | -$52K | -1,000 | -100.0% | SOLD |
| 72 | GGG | —% | — | — | — | -$3K | -775 | -100.0% | SOLD |
| 73 | AGX | —% | — | — | — | -$5K | -120 | -100.0% | SOLD |
| 74 | LMT | —% | — | — | — | -$69K | -417 | -100.0% | SOLD |
| 75 | GXO | —% | — | — | — | -$3K | -600 | -100.0% | SOLD |
| 76 | PG | —% | — | — | — | -$570K | -188 | -100.0% | SOLD |
| 77 | UL | —% | — | — | — | -$43K | -379 | -100.0% | SOLD |
| 78 | BBAI | —% | — | — | — | -$652 | -15 | -100.0% | SOLD |
| 79 | DG | —% | — | — | — | -$5K | -134 | -100.0% | SOLD |
| 80 | CLX | —% | — | — | — | -$37K | -12,844 | -100.0% | SOLD |
| 81 | JPM | —% | — | — | — | -$1M | -303 | -100.0% | SOLD |
| 82 | BAC | —% | — | — | — | -$1M | -1,105 | -100.0% | SOLD |
| 83 | SO | —% | — | — | — | -$37K | -203 | -100.0% | SOLD |
| 84 | TRV | —% | — | — | — | -$5K | -200 | -100.0% | SOLD |
| 85 | SCHW | —% | — | — | — | -$30K | -1,285 | -100.0% | SOLD |
| 86 | CACI | —% | — | — | — | -$17K | -353 | -100.0% | SOLD |
| 87 | TDG | —% | — | — | — | -$17K | -19 | -100.0% | SOLD |
| 88 | KEY | —% | — | — | — | -$9K | -140 | -100.0% | SOLD |
| 89 | PFE | —% | — | — | — | -$149K | -201 | -100.0% | SOLD |
| 90 | PH | —% | — | — | — | -$23K | -4 | -100.0% | SOLD |
| 91 | CAG | —% | — | — | — | -$4K | -87 | -100.0% | SOLD |
| 92 | RGA | —% | — | — | — | -$10K | -350 | -100.0% | SOLD |
| 93 | TXT | —% | — | — | — | -$4K | -452 | -100.0% | SOLD |
| 94 | CTVA | —% | — | — | — | -$85K | -314 | -100.0% | SOLD |
| 95 | ROK | —% | — | — | — | -$47K | -1,121 | -100.0% | SOLD |
| 96 | TDY | —% | — | — | — | -$4K | -528 | -100.0% | SOLD |
| 97 | V | —% | — | — | — | -$293K | -74 | -100.0% | SOLD |
| 98 | CMI | —% | — | — | — | -$42K | -3,200 | -100.0% | SOLD |
| 99 | ETN | —% | — | — | — | -$12K | -57 | -100.0% | SOLD |
| 100 | TMO | —% | — | — | — | -$1M | -100 | -100.0% | SOLD |