Accretive Wealth Partners, LLC Incresed Positions in Q3 2024

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
854
+ 1.73%
$105.53 - $118.34 $90.1K - $101K
50.1K $5.86M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.03K
+ 27.68%
$89.91 - $101.33 $273K - $307K
14K $1.37M
VNQ
Vanguard Specialized Funds Van

ETFs
530
+ 3.93%
$82.97 - $98.97 $44K - $52.5K
14K $1.37M
FSV
First Service Corp

Real Estate
49
+ 0.8%
$152.13 - $183.13 $7.45K - $8.97K
6.19K $1.13M
AMT
American Tower Corp

Real Estate
23
+ 0.52%
$192.27 - $242.73 $4.42K - $5.58K
4.46K $1.04M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
1.74K
+ 1.68%
$22.2 - $23.71 $38.6K - $41.2K
105K $2.46M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
1.98K
+ 1.71%
$19.77 - $20.99 $39K - $41.5K
118K $2.45M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.23K
+ 28.05%
$24.78 - $25.11 $130K - $131K
23.9K $599K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.06K
+ 1.72%
$19.11 - $20.18 $39.3K - $41.5K
122K $2.44M
TFX
Teleflex Inc

Healthcare
39
+ 1.16%
$211.25 - $247.28 $8.24K - $9.64K
3.39K $837K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.89K
+ 1.75%
$21.22 - $22.22 $40K - $41.9K
110K $2.42M
ACN
Accenture PLC

Technology
24
+ 1.1%
$295.44 - $355.81 $7.09K - $8.54K
2.21K $780K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.87K
+ 1.78%
$21.7 - $22.6 $40.5K - $42.2K
107K $2.4M
DEO
Diageo PLC

Consumer Defensive
47
+ 0.62%
$120.02 - $140.77 $5.64K - $6.62K
7.6K $1.07M
DHR
Danaher Corp

Healthcare
21
+ 0.57%
$239.25 - $280.76 $5.02K - $5.9K
3.68K $1.02M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.87K
+ 1.81%
$21.96 - $22.69 $41.2K - $42.5K
105K $2.39M
IVV
Ishares Core S&P 500 ETF

ETFs
72
+ 3.83%
$520.18 - $576.82 $37.5K - $41.5K
1.95K $1.13M
MORN
Morningstar, Inc.

Financial Services
18
+ 0.53%
$295.85 - $326.31 $5.33K - $5.87K
3.43K $1.09M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.87K
+ 1.86%
$22.55 - $23.1 $42.1K - $43.1K
102K $2.36M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
377
+ 6.87%
$80.13 - $88.89 $30.2K - $33.5K
5.86K $517K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.86K
+ 1.83%
$23.13 - $23.43 $43K - $43.5K
103K $2.42M
MNST
Monster Beverage Corp

Consumer Defensive
225
+ 1.28%
$45.01 - $52.47 $10.1K - $11.8K
17.8K $930K
CSGP
Costar Group, Inc.

Real Estate
113
+ 1.19%
$71.59 - $79.61 $8.09K - $9K
9.6K $724K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.16%
$305.34 - $350.41 $305 - $350
611 $210K
Canadian Pacific Kansas City
98
+ 1.02%
N/A
9.72K $0
Ishares Tr
1.63K
+ 1.69%
N/A
97.9K $0
ADSK
Autodesk, Inc.

Technology
2
+ 0.05%
$245.83 - $245.83 $492 - $492
4.04K $992K
Activity Summary
Buys All Purchases 31 New Holdings 3 Increased Positions 28 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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