Accretive Wealth Partners, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $236 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.9M, Ishares Russell 1000 Gr ETF with a value of $12.7M, Ishares Core S&P Mid Cap ETF with a value of $12.5M, Vanguard Dividend Appreciation with a value of $11M, and Vanguard Whitehall Fds (Vangua with a value of $8.41M.
Examining the 13F form we can see an increase of $7.29M in the current position value, from $229M to 236M.
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
$236 Million
ETFs: $112 Million
Technology: $30.3 Million
Financial Services: $16.7 Million
Industrials: $13.8 Million
Consumer Cyclical: $13.6 Million
Healthcare: $10.4 Million
Communication Services: $10.2 Million
Consumer Defensive: $9.66 Million
Other: $14.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
