0001518364-25-000004.txt : 20250506 0001518364-25-000004.hdr.sgml : 20250506 20250506112554 ACCESSION NUMBER: 0001518364-25-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250506 DATE AS OF CHANGE: 20250506 EFFECTIVENESS DATE: 20250506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Accredited Investors Inc. CENTRAL INDEX KEY: 0001518364 ORGANIZATION NAME: EIN: 411581164 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14630 FILM NUMBER: 25916066 BUSINESS ADDRESS: STREET 1: 5200 WEST 73RD STREET CITY: EDINA STATE: MN ZIP: 55439 BUSINESS PHONE: 952-841-2222 MAIL ADDRESS: STREET 1: 5200 WEST 73RD STREET CITY: EDINA STATE: MN ZIP: 55439 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001518364 XXXXXXXX 03-31-2025 03-31-2025 Accredited Investors Inc.

5200 WEST 73RD STREET EDINA MN 55439

13F HOLDINGS REPORT 028-14630 000105439 N Jenna Holm 952-841-2235 Jenna Holm Edina MN 05-06-2025 0 238 1610621522 false INFORMATION TABLE 2 accreditedinvestorsinc032025.xml ACCREDITED INVESTORS 1Q2025 3M CO COM 88579Y101 4203826 28625 SH SOLE 27103 0 1522 ABBOTT LABS COM 002824100 1883002 14195 SH SOLE 14075 0 120 ABBVIE INC COM 00287Y109 1688342 8058 SH SOLE 8032 0 26 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1728702 5540 SH SOLE 5530 0 10 ADVANCED MICRO DEVICES INC COM 007903107 270944 2637 SH SOLE 2543 0 94 AIR PRODS & CHEMS INC COM 009158106 236236 801 SH SOLE 799 0 2 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 381087 2882 SH SOLE 2872 0 10 ALLIANT ENERGY CORP COM 018802108 239564 3723 SH SOLE 3720 0 3 ALPHABET INC CAP STK CL A 02079K305 2288261 14797 SH SOLE 13578 0 1219 ALPHABET INC CAP STK CL C 02079K107 4952126 31698 SH SOLE 29920 0 1778 ALTRIA GROUP INC COM 02209S103 522781 8710 SH SOLE 8668 0 42 AMAZON COM INC COM 023135106 48605266 255468 SH SOLE 105076 0 150392 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 173204893 2483580 SH SOLE 2349679 0 133901 AMERICAN EXPRESS CO COM 025816109 1168039 4341 SH SOLE 4280 0 61 AMERICAN TOWER CORP NEW COM 03027X100 241360 1109 SH SOLE 1101 0 8 AMERIPRISE FINL INC COM 03076C106 274974 568 SH SOLE 565 0 3 AMGEN INC COM 031162100 674220 2164 SH SOLE 2159 0 5 AMPHENOL CORP NEW CL A 032095101 583161 8891 SH SOLE 8834 0 57 ANALOG DEVICES INC COM 032654105 602187 2986 SH SOLE 2980 0 6 AON PLC SHS CL A G0403H108 1684958 4222 SH SOLE 4215 0 7 APPLE INC COM 037833100 51159718 230314 SH SOLE 223452 0 6862 APPLIED MATLS INC COM 038222105 398683 2747 SH SOLE 2730 0 17 ARES CAPITAL CORP COM 04010L103 242762 10955 SH SOLE 10001 0 954 AT&T INC COM 00206R102 320502 11333 SH SOLE 11206 0 127 AUTOMATIC DATA PROCESSING IN COM 053015103 15603669 51071 SH SOLE 51060 0 11 BANK AMERICA CORP COM 060505104 998150 23919 SH SOLE 23161 0 758 BANK NEW YORK MELLON CORP COM 064058100 321641 3835 SH SOLE 3832 0 3 BECTON DICKINSON & CO COM 075887109 207528 906 SH SOLE 901 0 5 BERKSHIRE HATHAWAY INC DEL CL A 084670108 63875328 80 SH SOLE 80 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 29545738 55477 SH SOLE 53560 0 1917 BIO-TECHNE CORP COM 09073M104 363057 6192 SH SOLE 5472 0 720 BLACKROCK INC COM 09290D101 214972 227 SH SOLE 224 0 3 BLUE OWL CAPITAL CORPORATION COM 69121K104 243769 16628 SH SOLE 15500 0 1128 BNY MELLON ETF TRUST US MDCP CORE EQT 09661T206 222890 2331 SH SOLE 2331 0 0 BOEING CO COM 097023105 256931 1506 SH SOLE 1506 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 900015 14757 SH SOLE 14757 0 0 BROADCOM INC COM 11135F101 420650 2512 SH SOLE 2276 0 236 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 921106 3799 SH SOLE 3799 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 11564174 112931 SH SOLE 60796 0 52135 CADENCE DESIGN SYSTEM INC COM 127387108 545792 2146 SH SOLE 2140 0 6 CATERPILLAR INC COM 149123101 754588 2288 SH SOLE 2272 0 16 CELCUITY INC COM 15102K100 294353 29115 SH SOLE 29115 0 0 CHEVRON CORP NEW COM 166764100 884644 5288 SH SOLE 5263 0 25 CHUBB LIMITED COM H1467J104 269677 893 SH SOLE 882 0 11 CINTAS CORP COM 172908105 432974 2107 SH SOLE 2095 0 12 CISCO SYS INC COM 17275R102 556010 9010 SH SOLE 8990 0 20 CLEVELAND-CLIFFS INC NEW COM 185899101 381646 46429 SH SOLE 46429 0 0 COCA COLA CO COM 191216100 1018106 14215 SH SOLE 13969 0 246 CONOCOPHILLIPS COM 20825C104 226660 2158 SH SOLE 1926 0 232 COSTCO WHSL CORP NEW COM 22160K105 2529292 2674 SH SOLE 2666 0 8 DELL TECHNOLOGIES INC CL C 24703L202 254855 2796 SH SOLE 2746 0 50 DELTA AIR LINES INC DEL COM NEW 247361702 252466 5791 SH SOLE 5791 0 0 DEXCOM INC COM 252131107 298905 4377 SH SOLE 4377 0 0 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 213132 3524 SH SOLE 3524 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 397090 9636 SH SOLE 9636 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 269602 5236 SH SOLE 5236 0 0 DISNEY WALT CO COM 254687106 736915 7466 SH SOLE 7438 0 28 DONALDSON INC COM 257651109 312772 4664 SH SOLE 4664 0 0 DURECT CORP COM NEW 266605500 73719 91919 SH SOLE 91919 0 0 DUTCH BROS INC CL A 26701L100 252764 4094 SH SOLE 4094 0 0 EBAY INC. 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211088 9009 SH SOLE 6174 0 2835 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 330938 6644 SH SOLE 6644 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 590946 2862 SH SOLE 2762 0 100 SHOPIFY INC CL A 82509L107 606775 6355 SH SOLE 6205 0 150 SOLVENTUM CORP COM SHS 83444M101 655085 8615 SH SOLE 8237 0 378 SOUTHERN CO COM 842587107 213876 2326 SH SOLE 2326 0 0 SOW GOOD INC COM 84612H106 253887 251373 SH SOLE 251373 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 263685 628 SH SOLE 528 0 100 SPDR GOLD TR GOLD SHS 78463V107 267394 928 SH SOLE 915 0 13 SPDR INDEX SHS FDS S&P INTL SMLCP 78463X871 1373161 42965 SH SOLE 41734 0 1231 SPDR S&P 500 ETF TR TR UNIT 78462F103 13513968 24158 SH SOLE 23563 0 595 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 835561 1566 SH SOLE 1566 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 454997 6919 SH SOLE 6911 0 8 SPDR SER TR PRTFLO S&P500 VL 78464A508 42233280 826968 SH SOLE 796841 0 30127 SPDR SER TR S&P 600 SMCP VAL 78464A300 622104 7935 SH SOLE 7935 0 0 SPDR SER TR S&P DIVID ETF 78464A763 664832 4900 SH SOLE 4900 0 0 SPS COMM INC COM 78463M107 1051354 7921 SH SOLE 7909 0 12 TACTILE SYS TECHNOLOGY INC COM 87357P100 1524729 115335 SH SOLE 115335 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 356568 2148 SH SOLE 2078 0 70 TARGET CORP COM 87612E106 949574 9099 SH SOLE 7934 0 1165 TENNANT CO COM 880345103 1085318 13609 SH SOLE 13605 0 4 TESLA INC COM 88160R101 1673262 6456 SH SOLE 6407 0 49 THERMO FISHER SCIENTIFIC INC COM 883556102 460280 925 SH SOLE 918 0 7 TRAVELERS COMPANIES INC COM 89417E109 2290744 8662 SH SOLE 8659 0 3 TREACE MED CONCEPTS INC COM 89455T109 839000 100000 SH SOLE 69000 0 31000 UMB FINL CORP COM 902788108 1104113 10921 SH SOLE 10921 0 0 UNION PAC CORP COM 907818108 213325 903 SH SOLE 888 0 15 UNITED PARCEL SERVICE INC CL B 911312106 86278497 784421 SH SOLE 784421 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4747649 9065 SH SOLE 8682 0 383 URANIUM ENERGY CORP COM 916896103 63574 13300 SH SOLE 13300 0 0 US BANCORP DEL COM NEW 902973304 2706333 64101 SH SOLE 64101 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 597982 1788 SH SOLE 1788 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2749442 15961 SH SOLE 15961 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 576829 1556 SH SOLE 1501 0 55 VANGUARD INDEX FDS LARGE CAP ETF 922908637 222331 865 SH SOLE 865 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 240236 982 SH SOLE 982 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 923953 3573 SH SOLE 3500 0 73 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2773005 5396 SH SOLE 5283 0 113 VANGUARD INDEX FDS SM CP VAL ETF 922908611 394169 2116 SH SOLE 2085 0 31 VANGUARD INDEX FDS SMALL CP ETF 922908751 3089749 13933 SH SOLE 12835 0 1098 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7425425 27017 SH SOLE 26967 0 50 VANGUARD INDEX FDS VALUE ETF 922908744 76988516 445690 SH SOLE 410117 0 35573 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9695352 159831 SH SOLE 149458 0 10373 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 204008 4507 SH SOLE 4504 0 3 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 24959194 215258 SH SOLE 202485 0 12773 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 262192 5284 SH SOLE 5284 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 236201 4100 SH SOLE 4100 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1047861 5402 SH SOLE 5402 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 1850975 29806 SH SOLE 29687 0 119 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 19009219 373976 SH SOLE 371230 0 2746 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 247216 1917 SH SOLE 1917 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 6399994 20720 SH SOLE 20539 0 181 VERIZON COMMUNICATIONS INC COM 92343V104 260234 5737 SH SOLE 5509 0 228 VERVE THERAPEUTICS INC COM 92539P101 91400 20000 SH SOLE 20000 0 0 VISA INC COM CL A 92826C839 2115377 6036 SH SOLE 5848 0 188 VIZSLA SILVER CORP COM NEW 92859G608 35412 15600 SH SOLE 15600 0 0 WALMART INC COM 931142103 1261162 14366 SH SOLE 14231 0 135 WATERS CORP COM 941848103 388104 1053 SH SOLE 1053 0 0 WELLS FARGO CO NEW COM 949746101 1048637 14607 SH SOLE 14488 0 119 XCEL ENERGY INC COM 98389B100 1484230 20967 SH SOLE 20792 0 175 ZOETIS INC CL A 98978V103 501261 3044 SH SOLE 3044 0 0