Accretive Wealth Partners, LLC Portfolio Holdings

Accretive Wealth Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $232 Million distributed in 131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $13.2M, Ishares Russell 1000 Gr ETF with a value of $12.7M, Vanguard Dividend Appreciation with a value of $10.6M, Vanguard Whitehall Fds (Vangua with a value of $8.87M, and Ishares Core S&P Sm Cap ETF with a value of $5.86M.

Examining the 13F form we can see an decrease of $3.63M in the current position value, from $236M to 232M.

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.