Accretive Wealth Partners, LLC Sells in Q3 2024

Accretive Wealth Partners, LLC

  • $232 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8
- 0.09%
$60.13 - $68.17 $481 - $545
8.85K $598K
VBR
Vanguard Small Cap Value ETF

ETFs
-49
- 1.28%
$179.99 - $201.6 $8.82K - $9.88K
3.77K $756K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 0.03%
$240.48 - $267.94 $240 - $268
3.56K $952K
VONG
Vanguard Russell 1000 Growth E

ETFs
-207
- 0.67%
$85.48 - $98.39 $17.7K - $20.4K
30.8K $2.97M
ABT
Abbott Laboratories

Healthcare
-499
- 3.57%
$100.07 - $118.13 $49.9K - $58.9K
13.5K $1.54M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-2K
- 5.92%
$127.29 - $141.5 $255K - $284K
31.9K $4.44M
MA
Mastercard Inc

Financial Services
-74
- 2.89%
$429.6 - $500.99 $31.8K - $37.1K
2.49K $1.23M
UNP
Union Pacific Corp

Industrials
-95
- 1.41%
$221.78 - $256.09 $21.1K - $24.3K
6.66K $1.64M
SYY
Sysco Corp

Consumer Defensive
-344
- 1.55%
$69.16 - $78.98 $23.8K - $27.2K
21.8K $1.7M
MCO
Moodys Corp

Financial Services
-28
- 1.08%
$421.49 - $494.67 $11.8K - $13.9K
2.56K $1.22M
CME
Cme Group Inc.

Financial Services
-59
- 0.87%
$193.43 - $220.62 $11.4K - $13K
6.71K $1.48M
SPGI
S&P Global Inc.

Financial Services
-17
- 0.73%
$446.32 - $527.38 $7.59K - $8.97K
2.31K $1.19M
WTW
Willis Towers Watson PLC

Financial Services
-136
- 2.21%
$257.34 - $294.53 $35K - $40.1K
6.01K $1.77M
SPOT
Spotify Technology S.A.

Communication Services
-236
- 5.14%
$290.16 - $384.01 $68.5K - $90.6K
4.36K $1.61M
ICE
Intercontinental Exchange, Inc.

Financial Services
-39
- 0.53%
$136.93 - $162.81 $5.34K - $6.35K
7.27K $1.17M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-64
- 0.7%
$57.22 - $80.08 $3.66K - $5.13K
9.11K $710K
CCI
Crown Castle International Corp

Real Estate
-16
- 0.18%
$95.29 - $120.24 $1.52K - $1.92K
8.98K $1.07M
PM
Philip Morris International Inc.

Consumer Defensive
-748
- 5.17%
$101.25 - $127.45 $75.7K - $95.3K
13.7K $1.67M
SBUX
Starbucks Corp

Consumer Cyclical
-1.31K
- 7.79%
$72.51 - $98.6 $95.1K - $129K
15.5K $1.51M
EFX
Equifax Inc

Industrials
-13
- 0.32%
$236.42 - $307.13 $3.07K - $3.99K
4.06K $1.19M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-118
- 1.57%
$107.74 - $140.72 $12.7K - $16.6K
7.4K $1.04M
EQIX
Equinix Inc

Real Estate
-27
- 1.46%
$749.0 - $890.01 $20.2K - $24K
1.82K $1.62M
UNH
Unitedhealth Group Inc

Healthcare
-202
- 4.48%
$488.01 - $604.18 $98.6K - $122K
4.31K $2.52M
META
Meta Platforms, Inc.

Communication Services
-254
- 4.72%
$453.41 - $572.44 $115K - $145K
5.12K $2.93M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.7K
- 5.29%
$95.81 - $109.03 $259K - $295K
48.4K $5.21M
HD
Home Depot, Inc.

Consumer Cyclical
-174
- 3.32%
$333.64 - $405.2 $58.1K - $70.5K
5.07K $2.06M
MCD
Mcdonalds Corp

Consumer Cyclical
-187
- 3.01%
$245.82 - $304.51 $46K - $56.9K
6.03K $1.83M
BLK
Black Rock Inc.

Financial Services
-49
- 2.57%
$782.27 - $949.51 $38.3K - $46.5K
1.86K $1.77M
XLU
Utilities Sector Spdr

ETFs
-160
- 0.7%
$67.67 - $80.78 $10.8K - $12.9K
22.8K $1.84M
ADP
Automatic Data Processing Inc

Industrials
-125
- 1.52%
$233.44 - $279.45 $29.2K - $34.9K
8.1K $2.24M
WMT
Walmart Inc.

Consumer Defensive
-789
- 2.64%
$66.91 - $81.4 $52.8K - $64.2K
29.1K $2.35M
BX
Blackstone Inc.

Financial Services
-323
- 2.35%
$120.77 - $159.66 $39K - $51.6K
13.4K $2.06M
IAU
Ishares Gold Trust

ETFs
-5.48K
- 4.85%
$44.06 - $50.5 $241K - $277K
108K $5.35M
PGR
Progressive Corp

Financial Services
-552
- 4.42%
$209.46 - $259.24 $116K - $143K
11.9K $3.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.66K
- 2.35%
$117.9 - $128.2 $196K - $213K
69.2K $8.87M
GLDM
World Gold Trust

ETFs
-1.03K
- 0.94%
$46.2 - $53.01 $47.7K - $54.7K
108K $5.65M
FICO
Fair Isaac Corp

Technology
-62
- 3.63%
$1496.51 - $1947.38 $92.8K - $121K
1.65K $3.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.84K
- 0.86%
$57.32 - $62.65 $105K - $115K
212K $13.2M
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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