Accretive Wealth Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $13.3M, Ishares Core S&P Mid Cap ETF with a value of $13.3M, Vanguard Dividend Appreciation with a value of $10.6M, Vanguard Whitehall Fds (Vangua with a value of $8.89M, and Ishares Core S&P Sm Cap ETF with a value of $5.69M.
Examining the 13F form we can see an decrease of $4.99M in the current position value, from $232M to 227M.
Accretive Wealth Partners, LLC is based out at Parsippany, NJ
Below you can find more details about Accretive Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
ETFs: $113 Million
Technology: $20.7 Million
Financial Services: $17.5 Million
Consumer Cyclical: $14.9 Million
Industrials: $13.8 Million
Communication Services: $11 Million
Healthcare: $10.1 Million
Consumer Defensive: $9.63 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
