Accretive Wealth Partners, LLC New Holdings in Q1 2025

Accretive Wealth Partners, LLC

  • $274 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HRL
Hormel Foods Corp

Consumer Defensive
81.4K
New
$28.29 - $31.52 $2.3M - $2.57M
81.4K $2.52M
SYK
Stryker Corp

Healthcare
2.45K
New
$355.18 - $399.9 $869K - $979K
2.45K $910K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.86K
New
$468.34 - $539.52 $871K - $1M
1.86K $872K
USB
Us Bancorp \De\

Financial Services
11.1K
New
$40.92 - $50.9 $454K - $565K
11.1K $468K
IWD
Ishares Russell 1000 Val ETF

ETFs
2.35K
New
$182.82 - $196.21 $430K - $461K
2.35K $442K
AVDX
Avid Xchange Holdings, Inc.

Technology
51K
New
$6.89 - $10.81 $352K - $552K
51K $432K
WFC
Wells Fargo & Company

Financial Services
5.43K
New
$66.78 - $81.42 $363K - $442K
5.43K $389K
CEE
Central & Eastern Europe Fund, Inc.

Financial Services
25.1K
New
$11.16 - $15.57 $280K - $390K
25.1K $361K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.62K
New
$92.45 - $106.69 $335K - $387K
3.62K $336K
PEP
Pepsico Inc

Consumer Defensive
2.18K
New
$142.64 - $156.42 $311K - $341K
2.18K $326K
IBM
International Business Machines Corp

Technology
1.25K
New
$217.4 - $264.74 $271K - $330K
1.25K $309K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
12.8K
New
N/A
12.8K $304K
SHEL
Shell PLC

Energy
4K
New
$62.84 - $73.29 $251K - $293K
4K $293K
GIS
General Mills Inc

Consumer Defensive
4.72K
New
$57.56 - $65.3 $272K - $308K
4.72K $282K
VEA
Vanguard Ftse Developed Market

ETFs
5.49K
New
$47.4 - $52.99 $260K - $291K
5.49K $279K
EFG
Msci Eafe Growth ETF

ETFs
2.36K
New
$96.1 - $106.37 $227K - $251K
2.36K $236K
EMR
Emerson Electric CO

Industrials
2.05K
New
$108.64 - $131.17 $222K - $269K
2.05K $224K
GLD
Spdr Gold Trust

ETFs
727
New
$243.19 - $288.14 $177K - $209K
727 $209K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.1K
New
$18.36 - $20.51 $185K - $207K
10.1K $199K
FINX
Global X Fds Fintech ETF (De)

ETFs
7.2K
New
$27.43 - $33.5 $197K - $241K
7.2K $198K
DOUG
Douglas Elliman Inc.

Real Estate
13.4K
New
$1.55 - $2.18 $20.8K - $29.3K
13.4K $23K
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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