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
IVV
Ishares Core S&P 500 ETF

ETFs
131
+ 6.89%
$554.06 - $615.85 $72.6K - $80.7K
2.03K $1.14M
DOUG
Douglas Elliman Inc.

Real Estate
13.4K
New
$1.55 - $2.18 $20.8K - $29.3K
13.4K $23K
ADBE
Adobe Inc.

Technology
369
+ 18.91%
$377.84 - $464.11 $139K - $171K
2.32K $889K
IJS
Ishares S&P Smallcap 600 Value

ETFs
5.71K
+ 11.82%
$96.3 - $112.23 $550K - $641K
54K $5.27M
DHR
Danaher Corp

Healthcare
540
+ 14.2%
$201.62 - $250.59 $109K - $135K
4.34K $890K
VUG
Vanguard Growth ETF

ETFs
646
+ 11.42%
$369.1 - $427.61 $238K - $276K
6.3K $2.34M
MTN
Vail Resorts Inc

Consumer Cyclical
993
+ 18.76%
$153.58 - $184.72 $153K - $183K
6.29K $1.01M
MLM
Martin Marietta Materials Inc

Basic Materials
205
+ 9.11%
$460.39 - $552.64 $94.4K - $113K
2.46K $1.17M
FSV
First Service Corp

Real Estate
629
+ 10.2%
$159.66 - $185.88 $100K - $117K
6.8K $1.13M
Canadian Pacific Kansas City
1.59K
+ 15.78%
N/A
11.6K $0
Ishares Tr
26K
+ 28.99%
N/A
116K $0
Ishares Tr
26.7K
+ 26.88%
N/A
126K $0
DEO
Diageo PLC

Consumer Defensive
1.58K
+ 20.09%
$104.79 - $126.12 $166K - $199K
9.45K $989K
MORN
Morningstar, Inc.

Financial Services
383
+ 11.23%
$282.49 - $334.73 $108K - $128K
3.79K $1.14M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.13K
+ 23.36%
$65.15 - $91.81 $139K - $196K
11.3K $734K
EQIX
Equinix Inc

Real Estate
218
+ 12.0%
$803.0 - $959.97 $175K - $209K
2.04K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
3.07K
+ 13.86%
$190.26 - $242.06 $584K - $743K
25.2K $4.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
47
+ 1.39%
$247.97 - $296.33 $11.7K - $13.9K
3.44K $865K
VGT
Vanguard Information Technolog

ETFs
19
+ 1.59%
$542.38 - $646.34 $10.3K - $12.3K
1.21K $656K
WST
West Pharmaceutical Services Inc

Healthcare
616
+ 21.34%
$199.11 - $347.87 $123K - $214K
3.5K $784K
GOOG
Alphabet Inc.

Communication Services
2.27K
+ 13.14%
$156.06 - $207.71 $355K - $472K
19.6K $3.06M
BX
Blackstone Inc.

Financial Services
1.11K
+ 8.43%
$136.53 - $186.74 $151K - $207K
14.3K $1.99M
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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