Accretive Wealth Partners, LLC Purchases in Q1 2025

Accretive Wealth Partners, LLC

  • $274 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
41.3K
+ 197.91%
$209.68 - $247.1 $8.67M - $10.2M
62.2K $13.8M
PGR
Progressive Corp

Financial Services
8.46K
+ 72.66%
$235.61 - $291.22 $1.99M - $2.46M
20.1K $5.69M
HRL
Hormel Foods Corp

Consumer Defensive
81.4K
New
$28.29 - $31.52 $2.3M - $2.57M
81.4K $2.52M
GLDM
World Gold Trust

ETFs
18.4K
+ 17.29%
$52.19 - $61.89 $959K - $1.14M
125K $7.71M
VIG
Vanguard Dividend Appreciation

ETFs
10.9K
+ 18.68%
N/A
69.3K $12.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10.1K
+ 14.5%
$126.11 - $135.06 $1.27M - $1.36M
79.8K $10.3M
IAU
Ishares Gold Trust

ETFs
4.1K
+ 3.88%
$49.74 - $58.96 $204K - $241K
110K $6.46M
XOM
Exxon Mobil Corp

Energy
7.88K
+ 45.19%
$105.44 - $118.93 $831K - $937K
25.3K $3.01M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
32.6K
+ 15.29%
$57.21 - $65.8 $1.86M - $2.14M
246K $14.3M
JNJ
Johnson & Johnson

Healthcare
4.42K
+ 39.28%
$142.06 - $167.7 $628K - $742K
15.7K $2.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.86K
New
$468.34 - $539.52 $871K - $1M
1.86K $872K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
28.3K
+ 26.66%
$21.92 - $22.89 $621K - $648K
135K $3.08M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
31.8K
+ 26.71%
$19.55 - $20.33 $623K - $647K
151K $3.07M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
32.7K
+ 26.52%
$19.0 - $19.66 $621K - $643K
156K $3.07M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
29.7K
+ 26.79%
$21.16 - $21.77 $629K - $647K
141K $3.06M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
29.1K
+ 26.86%
$21.77 - $22.25 $632K - $646K
137K $3.05M
PM
Philip Morris International Inc.

Consumer Defensive
943
+ 6.93%
$117.15 - $158.79 $110K - $150K
14.6K $2.31M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
28.8K
+ 26.96%
$22.11 - $22.43 $637K - $646K
136K $3.04M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
27.9K
+ 26.98%
$22.77 - $22.94 $635K - $640K
131K $3.01M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
26K
+ 21.1%
$23.29 - $23.38 $607K - $609K
149K $3.49M
RSG
Republic Services, Inc.

Industrials
562
+ 4.96%
$200.09 - $242.16 $112K - $136K
11.9K $2.88M
KO
Coca Cola CO

Consumer Defensive
4.42K
+ 18.5%
$60.81 - $72.32 $269K - $320K
28.3K $2.03M
SPOT
Spotify Technology S.A.

Communication Services
145
+ 3.38%
$457.79 - $648.32 $66.4K - $94K
4.44K $2.44M
ABT
Abbott Laboratories

Healthcare
1.88K
+ 13.78%
$111.1 - $140.22 $209K - $263K
15.5K $2.06M
WM
Waste Management Inc

Industrials
818
+ 8.64%
$200.54 - $233.78 $164K - $191K
10.3K $2.38M
USB
Us Bancorp \De\

Financial Services
11.1K
New
$40.92 - $50.9 $454K - $565K
11.1K $468K
MSFT
Microsoft Corp

Technology
2.85K
+ 21.6%
$375.39 - $447.2 $1.07M - $1.27M
16K $6.02M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.35K
New
$182.82 - $196.21 $430K - $461K
2.35K $442K
AVDX
Avid Xchange Holdings, Inc.

Technology
51K
New
$6.89 - $10.81 $352K - $552K
51K $432K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
877
+ 92.22%
$507.05 - $563.67 $445K - $494K
1.83K $939K
CVX
Chevron Corp

Energy
1.3K
+ 15.04%
$146.71 - $167.97 $191K - $219K
9.97K $1.67M
CME
Cme Group Inc.

Financial Services
723
+ 10.82%
$225.82 - $266.54 $163K - $193K
7.4K $1.96M
WFC
Wells Fargo & Company

Financial Services
5.43K
New
$66.78 - $81.42 $363K - $442K
5.43K $389K
SBUX
Starbucks Corp

Consumer Cyclical
2.8K
+ 18.15%
$91.75 - $115.81 $256K - $324K
18.2K $1.78M
UBER
Uber Technologies, Inc

Technology
1.62K
+ 7.94%
$63.17 - $81.49 $103K - $132K
22.1K $1.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.63K
+ 17.45%
$102.49 - $119.96 $884K - $1.03M
58K $6.07M
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
25.1K
New
$11.16 - $15.57 $280K - $390K
25.1K $361K
WTW
Willis Towers Watson PLC

Financial Services
536
+ 8.98%
$306.61 - $340.78 $164K - $183K
6.5K $2.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.62K
New
$92.45 - $106.69 $335K - $387K
3.62K $336K
VRSN
Verisign Inc

Technology
322
+ 5.96%
$205.1 - $254.74 $66K - $82K
5.72K $1.45M
PEP
Pepsico Inc

Consumer Defensive
2.18K
New
$142.64 - $156.42 $311K - $341K
2.18K $326K
MCD
Mcdonalds Corp

Consumer Cyclical
615
+ 10.26%
$279.74 - $321.29 $172K - $198K
6.61K $2.06M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.51K
New
$211.47 - $267.17 $319K - $403K
1.51K $318K
IBM
International Business Machines Corp

Technology
1.25K
New
$217.4 - $264.74 $271K - $330K
1.25K $309K
V
Visa Inc.

Financial Services
499
+ 13.12%
$306.92 - $362.71 $153K - $181K
4.3K $1.51M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.8K
New
N/A
12.8K $304K
SHEL
Shell PLC

Energy
4K
New
$62.84 - $73.29 $251K - $293K
4K $293K
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.52K
+ 13.64%
$360.07 - $417.26 $1.63M - $1.88M
37.6K $13.6M
GIS
General Mills Inc

Consumer Defensive
4.72K
New
$57.56 - $65.3 $272K - $308K
4.72K $282K
Activity Summary
Buys All Purchases 123 New Holdings 22 Increased Positions 101 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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