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
TDG
Trans Digm Group Inc

Industrials
20
+ 1.55%
$1251.32 - $1394.11 $25K - $27.9K
1.31K $1.81M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.73K
+ 37.54%
$85.29 - $92.57 $148K - $160K
6.35K $577K
SYY
Sysco Corp

Consumer Defensive
2.72K
+ 12.49%
$70.0 - $77.13 $190K - $210K
24.5K $1.84M
AMT
American Tower Corp

Real Estate
145
+ 3.5%
$173.46 - $217.6 $25.2K - $31.6K
4.29K $933K
META
Meta Platforms, Inc.

Communication Services
405
+ 7.92%
$576.36 - $736.67 $233K - $298K
5.52K $3.18M
VTI
Vanguard Total Stock Market Et

ETFs
870
+ 17.3%
$271.18 - $303.12 $236K - $264K
5.9K $1.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.7K
+ 18.25%
$79.17 - $82.04 $134K - $139K
11K $899K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.95K
+ 12.4%
$121.0 - $142.28 $478K - $563K
35.8K $4.46M
COST
Costco Wholesale Corp

Consumer Defensive
142
+ 39.12%
$890.62 - $1076.86 $126K - $153K
505 $477K
UNH
Unitedhealth Group Inc

Healthcare
129
+ 3.01%
$461.52 - $548.18 $59.5K - $70.7K
4.42K $2.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.48K
+ 31.21%
$58.01 - $64.46 $86K - $95.6K
6.23K $387K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.07K
+ 17.53%
$78.97 - $85.82 $84.1K - $91.4K
7.14K $592K
TJX
Tjx Companies Inc

Consumer Cyclical
776
+ 6.59%
$112.81 - $126.16 $87.5K - $97.9K
12.5K $1.53M
TMO
Thermo Fisher Scientific Inc.

Healthcare
331
+ 11.51%
$497.6 - $606.74 $165K - $201K
3.21K $1.6M
ADSK
Autodesk, Inc.

Technology
395
+ 9.85%
N/A
4.41K $1.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 3.93%
$442.66 - $534.52 $15.9K - $19.2K
953 $507K
AXP
American Express CO

Financial Services
409
+ 45.44%
$255.39 - $325.87 $104K - $133K
1.31K $352K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
928
+ 9.78%
$59.28 - $66.1 $55K - $61.3K
10.4K $661K
INTU
Intuit Inc

Technology
180
+ 9.72%
$555.63 - $630.23 $100K - $113K
2.03K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
528
+ 10.42%
$347.25 - $424.87 $183K - $224K
5.59K $2.05M
MCO
Moodys Corp

Financial Services
198
+ 7.82%
$437.8 - $527.48 $86.7K - $104K
2.73K $1.27M
EFX
Equifax Inc

Industrials
437
+ 10.71%
$235.63 - $278.34 $103K - $122K
4.52K $1.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
1.89K
+ 7.89%
$25.05 - $25.16 $47.3K - $47.5K
25.8K $649K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.92K
+ 12.65%
$92.71 - $107.38 $364K - $421K
34.9K $3.24M
ACN
Accenture PLC

Technology
387
+ 17.35%
$300.91 - $398.25 $116K - $154K
2.62K $816K
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 4.21%
$84.5 - $105.05 $101K - $126K
29.6K $2.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.01K
+ 15.73%
$58.81 - $68.2 $59.6K - $69.2K
7.46K $445K
BKNG
Booking Holdings Inc.

Consumer Cyclical
32
+ 9.52%
$4295.4 - $5141.88 $137K - $165K
368 $1.7M
IVV
Ishares Core S&P 500 ETF

ETFs
131
+ 6.89%
$554.06 - $615.85 $72.6K - $80.7K
2.03K $1.14M
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
Ishares Tr
26K
+ 28.99%
N/A
116K $0
Blackrock Inc
198
+ 10.7%
N/A
2.05K $0
Canadian Pacific Kansas City
1.59K
+ 15.78%
N/A
11.6K $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
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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