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
VEA
Vanguard Ftse Developed Market

ETFs
5.49K
New
$47.4 - $52.99 $260K - $291K
5.49K $279K
ICE
Intercontinental Exchange, Inc.

Financial Services
604
+ 8.4%
$142.8 - $176.36 $86.3K - $107K
7.8K $1.35M
COP
Conocophillips

Energy
1.72K
+ 12.02%
$88.6 - $105.85 $152K - $182K
16K $1.68M
UNP
Union Pacific Corp

Industrials
839
+ 12.55%
$225.21 - $254.42 $189K - $213K
7.52K $1.78M
GD
General Dynamics Corp

Industrials
709
+ 11.19%
$241.94 - $272.58 $172K - $193K
7.04K $1.92M
MPC
Marathon Petroleum Corp

Energy
992
+ 5.97%
$134.72 - $159.03 $134K - $158K
17.6K $2.57M
XLU
Utilities Sector Spdr

ETFs
2.18K
+ 9.58%
$74.7 - $80.27 $163K - $175K
24.9K $1.97M
EFG
Msci Eafe Growth ETF

ETFs
2.36K
New
$96.1 - $106.37 $227K - $251K
2.36K $236K
ADP
Automatic Data Processing Inc

Industrials
432
+ 5.38%
$286.85 - $318.64 $124K - $138K
8.46K $2.59M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
866
+ 11.53%
$110.55 - $130.35 $95.7K - $113K
8.38K $1.06M
MNST
Monster Beverage Corp

Consumer Defensive
2.03K
+ 11.29%
$46.16 - $58.58 $93.6K - $119K
20K $1.17M
EMR
Emerson Electric CO

Industrials
2.05K
New
$108.64 - $131.17 $222K - $269K
2.05K $224K
VO
Vanguard Mid Cap ETF

ETFs
889
+ 73.29%
$251.87 - $277.95 $224K - $247K
2.1K $543K
WMG
Warner Music Group Corp.

Communication Services
6.24K
+ 14.59%
$29.3 - $36.3 $183K - $227K
49K $1.54M
GLD
Spdr Gold Trust

ETFs
727
New
$243.19 - $288.14 $177K - $209K
727 $209K
VRSK
Verisk Analytics, Inc.

Industrials
370
+ 8.94%
$268.63 - $301.33 $99.4K - $111K
4.51K $1.34M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.1K
New
$18.36 - $20.51 $185K - $207K
10.1K $199K
CSGP
Costar Group, Inc.

Real Estate
1.56K
+ 16.06%
$69.29 - $80.37 $108K - $125K
11.3K $892K
FINX
Global X Fds Fintech ETF (De)

ETFs
7.2K
New
$27.43 - $33.5 $197K - $241K
7.2K $198K
MA
Mastercard Inc

Financial Services
241
+ 9.73%
$504.67 - $576.31 $122K - $139K
2.72K $1.49M
TDG
Trans Digm Group Inc

Industrials
20
+ 1.55%
$1251.32 - $1394.11 $25K - $27.9K
1.31K $1.81M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.73K
+ 37.54%
$85.29 - $92.57 $148K - $160K
6.35K $577K
AMT
American Tower Corp

Real Estate
145
+ 3.5%
$173.46 - $217.6 $25.2K - $31.6K
4.29K $933K
SYY
Sysco Corp

Consumer Defensive
2.72K
+ 12.49%
$70.0 - $77.13 $190K - $210K
24.5K $1.84M
META
Meta Platforms, Inc.

Communication Services
405
+ 7.92%
$576.36 - $736.67 $233K - $298K
5.52K $3.18M
VTI
Vanguard Total Stock Market Et

ETFs
870
+ 17.3%
$271.18 - $303.12 $236K - $264K
5.9K $1.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.7K
+ 18.25%
$79.17 - $82.04 $134K - $139K
11K $899K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.95K
+ 12.4%
$121.0 - $142.28 $478K - $563K
35.8K $4.46M
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 39.12%
$890.62 - $1076.86 $126K - $153K
505 $477K
UNH
Unitedhealth Group Inc

Healthcare
129
+ 3.01%
$461.52 - $548.18 $59.5K - $70.7K
4.42K $2.32M
SPGI
S&P Global Inc.

Financial Services
186
+ 8.14%
$478.26 - $543.77 $89K - $101K
2.47K $1.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.48K
+ 31.21%
$58.01 - $64.46 $86K - $95.6K
6.23K $387K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.07K
+ 17.53%
$78.97 - $85.82 $84.1K - $91.4K
7.14K $592K
TJX
Tjx Companies Inc

Consumer Cyclical
776
+ 6.59%
$112.81 - $126.16 $87.5K - $97.9K
12.5K $1.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
331
+ 11.51%
$497.6 - $606.74 $165K - $201K
3.21K $1.6M
ADSK
Autodesk, Inc.

Technology
395
+ 9.85%
N/A
4.41K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 3.93%
$442.66 - $534.52 $15.9K - $19.2K
953 $507K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
928
+ 9.78%
$59.28 - $66.1 $55K - $61.3K
10.4K $661K
AXP
American Express CO

Financial Services
409
+ 45.44%
$255.39 - $325.87 $104K - $133K
1.31K $352K
INTU
Intuit Inc

Technology
180
+ 9.72%
$555.63 - $630.23 $100K - $113K
2.03K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
528
+ 10.42%
$347.25 - $424.87 $183K - $224K
5.59K $2.05M
MCO
Moodys Corp

Financial Services
198
+ 7.82%
$437.8 - $527.48 $86.7K - $104K
2.73K $1.27M
EFX
Equifax Inc

Industrials
437
+ 10.71%
$235.63 - $278.34 $103K - $122K
4.52K $1.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.89K
+ 7.89%
$25.05 - $25.16 $47.3K - $47.5K
25.8K $649K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.92K
+ 12.65%
$92.71 - $107.38 $364K - $421K
34.9K $3.24M
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 4.21%
$84.5 - $105.05 $101K - $126K
29.6K $2.6M
ACN
Accenture PLC

Technology
387
+ 17.35%
$300.91 - $398.25 $116K - $154K
2.62K $816K
BKNG
Booking Holdings Inc.

Consumer Cyclical
32
+ 9.52%
$4295.4 - $5141.88 $137K - $165K
368 $1.7M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.01K
+ 15.73%
$58.81 - $68.2 $59.6K - $69.2K
7.46K $445K
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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