Accretive Wealth Partners, LLC Incresed Positions in Q2 2025

Accretive Wealth Partners, LLC

  • $294 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SYY
Sysco Corp

Consumer Defensive
304
+ 1.24%
$68.0 - $75.91 $20.7K - $23.1K
24.8K $1.88M
ADP
Automatic Data Processing Inc

Industrials
47
+ 0.56%
$276.76 - $326.81 $13K - $15.4K
8.51K $2.62M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1
+ 0.16%
$299.15 - $396.54 $299 - $397
612 $242K
VEA
Vanguard Ftse Developed Market

ETFs
38
+ 0.69%
$45.65 - $57.01 $1.73K - $2.17K
5.53K $315K
TJX
Tjx Companies Inc

Consumer Cyclical
121
+ 0.96%
$119.13 - $135.03 $14.4K - $16.3K
12.7K $1.56M
V
Visa Inc.

Financial Services
38
+ 0.88%
$308.27 - $373.31 $11.7K - $14.2K
4.34K $1.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
292
+ 2.89%
$17.76 - $22.1 $5.19K - $6.45K
10.4K $229K
AMT
American Tower Corp

Real Estate
63
+ 1.47%
$203.96 - $228.19 $12.8K - $14.4K
4.35K $962K
CSGP
Costar Group, Inc.

Real Estate
177
+ 1.57%
$72.62 - $83.22 $12.9K - $14.7K
11.4K $920K
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 1.36%
$335.24 - $380.78 $25.5K - $28.9K
5.67K $2.08M
ADBE
Adobe Inc.

Technology
15
+ 0.65%
$340.0 - $420.68 $5.1K - $6.31K
2.34K $903K
ADSK
Autodesk, Inc.

Technology
45
+ 1.02%
N/A
4.45K $1.09M
NOC
Northrop Grumman Corp

Industrials
28
+ 6.01%
$456.3 - $540.39 $12.8K - $15.1K
494 $246K
ALL
Allstate Corp

Financial Services
60
+ 4.32%
$180.53 - $212.64 $10.8K - $12.8K
1.45K $291K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
22
+ 0.09%
$25.04 - $25.18 $551 - $554
25.9K $651K
KO
Coca Cola CO

Consumer Defensive
374
+ 1.32%
$68.37 - $73.9 $25.6K - $27.6K
28.7K $2.03M
Blackrock Inc
24
+ 1.17%
N/A
2.07K $0
Ishares Tr
5.6K
+ 4.84%
N/A
121K $0
Canadian Pacific Kansas City
157
+ 1.35%
N/A
11.8K $0
Ishares Tr
5.88K
+ 4.67%
N/A
132K $0
WM
Waste Management Inc

Industrials
106
+ 1.03%
$216.47 - $242.1 $22.9K - $25.7K
10.4K $2.38M
MTN
Vail Resorts Inc

Consumer Cyclical
61
+ 0.97%
$131.42 - $164.64 $8.02K - $10K
6.35K $997K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
118
+ 1.41%
$110.23 - $131.5 $13K - $15.5K
8.5K $1.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14
+ 0.22%
$83.97 - $92.85 $1.18K - $1.3K
6.36K $561K
EQIX
Equinix Inc

Real Estate
31
+ 1.52%
$740.07 - $914.43 $22.9K - $28.3K
2.07K $1.64M
UNP
Union Pacific Corp

Industrials
112
+ 1.49%
$208.27 - $238.46 $23.3K - $26.7K
7.64K $1.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
31
+ 3.25%
$483.48 - $539.8 $15K - $16.7K
984 $477K
ACN
Accenture PLC

Technology
3
+ 0.11%
$279.23 - $323.21 $838 - $970
2.62K $783K
PEP
Pepsico Inc

Consumer Defensive
9
+ 0.41%
$128.02 - $151.37 $1.15K - $1.36K
2.19K $288K
SBUX
Starbucks Corp

Consumer Cyclical
290
+ 1.59%
$79.69 - $99.41 $23.1K - $28.8K
18.5K $1.69M
MCD
Mcdonalds Corp

Consumer Cyclical
95
+ 1.44%
$285.55 - $321.23 $27.1K - $30.5K
6.7K $1.96M
JNJ
Johnson & Johnson

Healthcare
171
+ 1.09%
$146.36 - $159.82 $25K - $27.3K
15.9K $2.42M
WTW
Willis Towers Watson PLC

Financial Services
79
+ 1.22%
$295.96 - $337.43 $23.4K - $26.7K
6.58K $2.02M
COP
Conocophillips

Energy
378
+ 2.36%
$82.66 - $106.1 $31.2K - $40.1K
16.4K $1.47M
XOM
Exxon Mobil Corp

Energy
263
+ 1.04%
$99.93 - $119.04 $26.3K - $31.3K
25.6K $2.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
41
+ 1.28%
$390.26 - $489.06 $16K - $20.1K
3.25K $1.32M
Activity Summary
Buys All Purchases 101 New Holdings 14 Increased Positions 87 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 1 Puts 0
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