Accretive Wealth Partners, LLC Incresed Positions in Q4 2024

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.28K
+ 381.74%
$501.29 - $612.85 $1.14M - $1.4M
2.88K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
729
+ 3.4%
$180.88 - $232.93 $132K - $170K
22.2K $4.86M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
20.3K
+ 19.69%
$23.25 - $23.37 $472K - $475K
123K $2.88M
GOOG
Alphabet Inc.

Communication Services
12
+ 0.07%
$163.08 - $198.16 $1.96K - $2.38K
17.3K $3.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
257
+ 0.84%
$95.27 - $107.82 $24.5K - $27.7K
31K $3.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.24K
+ 52.84%
$45.17 - $47.23 $146K - $153K
9.37K $424K
VO
Vanguard Mid Cap ETF

ETFs
375
+ 44.75%
$261.5 - $284.63 $98.1K - $107K
1.21K $320K
MTN
Vail Resorts Inc

Consumer Cyclical
80
+ 1.53%
$165.69 - $195.44 $13.3K - $15.6K
5.29K $992K
VIG
Vanguard Dividend Appreciation

ETFs
412
+ 0.71%
N/A
58.4K $10.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15
+ 0.16%
$77.25 - $91.3 $1.16K - $1.37K
9.13K $778K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
486
+ 0.7%
$126.68 - $134.74 $61.6K - $65.5K
69.7K $8.89M
MNST
Monster Beverage Corp

Consumer Defensive
132
+ 0.74%
$49.24 - $56.38 $6.5K - $7.44K
18K $943K
VCIT
Vanguard Intermediate Term Cor

ETFs
453
+ 5.12%
$80.13 - $83.77 $36.3K - $37.9K
9.3K $746K
ACN
Accenture PLC

Technology
24
+ 1.09%
$343.9 - $376.86 $8.25K - $9.04K
2.23K $784K
ABT
Abbott Laboratories

Healthcare
133
+ 0.99%
$111.93 - $119.39 $14.9K - $15.9K
13.6K $1.54M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
79
+ 0.33%
$25.0 - $25.11 $1.98K - $1.98K
24K $600K
Ishares Tr
1.61K
+ 1.83%
N/A
89.8K $0
Ishares Tr
1.35K
+ 1.38%
N/A
99.2K $0
Canadian Pacific Kansas City
344
+ 3.54%
N/A
10.1K $0
WMG
Warner Music Group Corp.

Communication Services
298
+ 0.7%
$30.73 - $33.67 $9.16K - $10K
42.8K $1.33M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
967
+ 0.94%
$22.72 - $23.0 $22K - $22.2K
103K $2.36M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.39K
+ 1.32%
$22.1 - $22.59 $30.7K - $31.4K
107K $2.37M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
647
+ 7.31%
$60.13 - $67.31 $38.9K - $43.5K
9.49K $576K
CSGP
Costar Group, Inc.

Real Estate
105
+ 1.09%
$69.7 - $81.97 $7.32K - $8.61K
9.71K $694K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
213
+ 3.63%
$79.93 - $88.06 $17K - $18.8K
6.07K $485K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.37K
+ 1.28%
$21.81 - $22.48 $29.8K - $30.8K
108K $2.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
179
+ 1.53%
$44.04 - $49.49 $7.88K - $8.86K
11.9K $521K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.39K
+ 1.27%
$21.25 - $22.07 $29.6K - $30.7K
111K $2.37M
DEO
Diageo PLC

Consumer Defensive
263
+ 3.46%
$118.0 - $139.88 $31K - $36.8K
7.87K $999K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.5K
+ 1.23%
$19.11 - $20.04 $28.6K - $30K
123K $2.37M
COP
Conocophillips

Energy
38
+ 0.27%
$95.12 - $114.72 $3.61K - $4.36K
14.3K $1.42M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
1.49K
+ 1.27%
$19.7 - $20.82 $29.4K - $31K
119K $2.36M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
1.39K
+ 1.33%
$22.12 - $23.49 $30.7K - $32.7K
106K $2.36M
UNP
Union Pacific Corp

Industrials
22
+ 0.33%
$223.15 - $249.32 $4.91K - $5.49K
6.68K $1.52M
ADBE
Adobe Inc.

Technology
33
+ 1.72%
$437.39 - $552.96 $14.4K - $18.2K
1.95K $867K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
31
+ 0.1%
$134.53 - $150.65 $4.17K - $4.67K
31.9K $4.32M
DHR
Danaher Corp

Healthcare
127
+ 3.45%
$226.16 - $274.52 $28.7K - $34.9K
3.8K $873K
EFX
Equifax Inc

Industrials
20
+ 0.49%
$245.03 - $293.5 $4.9K - $5.87K
4.08K $1.04M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
111
+ 1.5%
$104.0 - $138.19 $11.5K - $15.3K
7.51K $832K
KO
Coca Cola CO

Consumer Defensive
147
+ 0.62%
$61.74 - $71.71 $9.08K - $10.5K
23.9K $1.49M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email