Accretive Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationparsippany, NJ
- Num holdings
141
- Value ($000)
$283,110
- Date Filed05/07/2025
- Form type13F-HR
- CIK0001844444
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $14.26M | 5 % | 245,582 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $13.97M | 5 % | 37,625 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $13.22M | 5 % | 69,303 | ||
AAPL APPLE INC | COM | 037833100 | $12.35M | 4 % | 62,212 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $9.94M | 4 % | 79,799 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $8.45M | 3 % | 124,652 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $7.07M | 3 % | 109,551 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.95M | 3 % | 16,032 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $5.90M | 2 % | 58,045 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $5.70M | 2 % | 20,091 |
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