Accretive Wealth Partners, LLC Incresed Positions 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
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
IBTM
Ishares Tr Ibonds Dec 2032 Ter
28.3K
+ 26.66%
$21.92 - $22.89 $621K - $648K
135K $3.08M
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
MSFT
Microsoft Corp

Technology
2.85K
+ 21.6%
$375.39 - $447.2 $1.07M - $1.27M
16K $6.02M
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
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
WTW
Willis Towers Watson PLC

Financial Services
536
+ 8.98%
$306.61 - $340.78 $164K - $183K
6.5K $2.2M
VRSN
Verisign Inc

Technology
322
+ 5.96%
$205.1 - $254.74 $66K - $82K
5.72K $1.45M
MCD
Mcdonalds Corp

Consumer Cyclical
615
+ 10.26%
$279.74 - $321.29 $172K - $198K
6.61K $2.06M
V
Visa Inc.

Financial Services
499
+ 13.12%
$306.92 - $362.71 $153K - $181K
4.3K $1.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.52K
+ 13.64%
$360.07 - $417.26 $1.63M - $1.88M
37.6K $13.6M
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
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
DGRO
Ishares Core Dividend Growth E

ETFs
3.57K
+ 23.4%
$60.46 - $64.42 $216K - $230K
18.8K $1.16M
MNST
Monster Beverage Corp

Consumer Defensive
2.03K
+ 11.29%
$46.16 - $58.58 $93.6K - $119K
20K $1.17M
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
VRSK
Verisk Analytics, Inc.

Industrials
370
+ 8.94%
$268.63 - $301.33 $99.4K - $111K
4.51K $1.34M
CSGP
Costar Group, Inc.

Real Estate
1.56K
+ 16.06%
$69.29 - $80.37 $108K - $125K
11.3K $892K
MA
Mastercard Inc

Financial Services
241
+ 9.73%
$504.67 - $576.31 $122K - $139K
2.72K $1.49M
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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