Accretive Wealth Partners, LLC Sells in Q4 2024

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.37K
- 66.99%
$87.1 - $98.49 $816K - $923K
4.62K $403K
MPC
Marathon Petroleum Corp

Energy
-121
- 0.72%
$131.65 - $174.84 $15.9K - $21.2K
16.6K $2.32M
UNH
Unitedhealth Group Inc

Healthcare
-15
- 0.35%
$485.52 - $625.25 $7.28K - $9.38K
4.29K $2.17M
UBER
Uber Technologies, Inc

Technology
-433
- 2.07%
$59.93 - $86.34 $25.9K - $37.4K
20.5K $1.23M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.07K
- 14.79%
$87.85 - $98.6 $182K - $204K
11.9K $1.06M
AMT
American Tower Corp

Real Estate
-311
- 6.98%
$179.4 - $232.01 $55.8K - $72.2K
4.15K $760K
GD
General Dynamics Corp

Industrials
-46
- 0.72%
$260.28 - $314.03 $12K - $14.4K
6.33K $1.67M
TDG
Trans Digm Group Inc

Industrials
-33
- 2.49%
$1239.0 - $1442.53 $40.9K - $47.6K
1.29K $1.64M
PGR
Progressive Corp

Financial Services
-308
- 2.58%
$239.6 - $268.88 $73.8K - $82.8K
11.6K $2.79M
JNJ
Johnson & Johnson

Healthcare
-8
- 0.07%
$143.34 - $165.86 $1.15K - $1.33K
11.3K $1.63M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-708
- 1.41%
$113.92 - $127.38 $80.7K - $90.2K
49.4K $5.69M
GLDM
World Gold Trust

ETFs
-2.17K
- 2.0%
$50.76 - $55.23 $110K - $120K
106K $5.52M
MSFT
Microsoft Corp

Technology
-33
- 0.25%
$406.35 - $454.46 $13.4K - $15K
13.2K $5.56M
IAU
Ishares Gold Trust

ETFs
-2.17K
- 2.02%
$48.37 - $52.65 $105K - $114K
105K $5.22M
VUG
Vanguard Growth ETF

ETFs
-715
- 11.22%
$378.79 - $428.11 $271K - $306K
5.66K $2.32M
XLU
Utilities Sector Spdr

ETFs
-29
- 0.13%
$74.89 - $82.93 $2.17K - $2.4K
22.8K $1.72M
SBUX
Starbucks Corp

Consumer Cyclical
-124
- 0.8%
$87.44 - $102.5 $10.8K - $12.7K
15.4K $1.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-34
- 0.56%
$288.47 - $316.54 $9.81K - $10.8K
5.99K $1.74M
ICE
Intercontinental Exchange, Inc.

Financial Services
-73
- 1.0%
$148.29 - $166.93 $10.8K - $12.2K
7.19K $1.07M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.16%
$385.02 - $431.37 $3.08K - $3.45K
5.07K $1.97M
WM
Waste Management Inc

Industrials
-83
- 0.87%
$201.79 - $228.46 $16.7K - $19K
9.47K $1.91M
MLM
Martin Marietta Materials Inc

Basic Materials
-39
- 1.7%
$516.5 - $619.58 $20.1K - $24.2K
2.25K $1.16M
CVX
Chevron Corp

Energy
-307
- 3.42%
$141.15 - $162.53 $43.3K - $49.9K
8.66K $1.25M
FICO
Fair Isaac Corp

Technology
-68
- 4.13%
$1911.01 - $2382.4 $130K - $162K
1.58K $3.15M
SPGI
S&P Global Inc.

Financial Services
-22
- 0.95%
$480.36 - $529.17 $10.6K - $11.6K
2.29K $1.14M
SYY
Sysco Corp

Consumer Defensive
-9
- 0.04%
$73.63 - $81.77 $663 - $736
21.8K $1.66M
PM
Philip Morris International Inc.

Consumer Defensive
-114
- 0.83%
$118.38 - $133.06 $13.5K - $15.2K
13.6K $1.64M
RSG
Republic Services, Inc.

Industrials
-120
- 1.05%
$198.0 - $218.75 $23.8K - $26.3K
11.3K $2.28M
MCO
Moodys Corp

Financial Services
-32
- 1.25%
$454.04 - $500.88 $14.5K - $16K
2.53K $1.2M
FSV
First Service Corp

Real Estate
-28
- 0.45%
$176.17 - $197.05 $4.93K - $5.52K
6.17K $1.12M
VBR
Vanguard Small Cap Value ETF

ETFs
-7
- 0.19%
$197.36 - $217.3 $1.38K - $1.52K
3.76K $745K
IVV
Ishares Core S&P 500 ETF

ETFs
-54
- 2.76%
$570.51 - $610.59 $30.8K - $33K
1.9K $1.12M
ADSK
Autodesk, Inc.

Technology
-29
- 0.72%
N/A
4.01K $985K
VBK
Vanguard Small Cap Growth ETF

ETFs
-169
- 4.75%
$264.18 - $304.19 $44.6K - $51.4K
3.39K $949K
IEMG
Ishares Inc

ETFs
-23
- 0.31%
N/A
7.45K $399K
INTU
Intuit Inc

Technology
-2
- 0.11%
$602.01 - $706.25 $1.2K - $1.41K
1.85K $1.16M
TJX
Tjx Companies Inc

Consumer Cyclical
-129
- 1.08%
$112.15 - $127.2 $14.5K - $16.4K
11.8K $1.42M
VRSK
Verisk Analytics, Inc.

Industrials
-20
- 0.48%
$262.86 - $294.75 $5.26K - $5.9K
4.14K $1.14M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-97
- 0.2%
$104.59 - $118.05 $10.1K - $11.5K
48.3K $5.25M
MORN
Morningstar, Inc.

Financial Services
-14
- 0.41%
$312.56 - $358.78 $4.38K - $5.02K
3.41K $1.15M
EXEL
Exelixis, Inc.

Healthcare
-800
- 6.9%
$25.39 - $36.46 $20.3K - $29.2K
10.8K $359K
CME
Cme Group Inc.

Financial Services
-26
- 0.39%
$221.17 - $246.02 $5.75K - $6.4K
6.68K $1.55M
MA
Mastercard Inc

Financial Services
-12
- 0.48%
$491.3 - $536.15 $5.9K - $6.43K
2.48K $1.3M
META
Meta Platforms, Inc.

Communication Services
-11
- 0.21%
$554.08 - $632.68 $6.09K - $6.96K
5.11K $3.01M
VRSN
Verisign Inc

Technology
-18
- 0.33%
$176.68 - $206.96 $3.18K - $3.73K
5.4K $1.12M
WTW
Willis Towers Watson PLC

Financial Services
-48
- 0.8%
$287.99 - $332.53 $13.8K - $16K
5.97K $1.86M
EQIX
Equinix Inc

Real Estate
-5
- 0.27%
$865.69 - $985.0 $4.33K - $4.93K
1.82K $1.71M
ADP
Automatic Data Processing Inc

Industrials
-67
- 0.83%
$280.08 - $307.97 $18.8K - $20.6K
8.03K $2.35M
V
Visa Inc.

Financial Services
-8
- 0.21%
$273.87 - $320.91 $2.19K - $2.57K
3.8K $1.2M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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