Accretive Wealth Partners, LLC holdings history

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171 is the total number of securities Accretive Wealth Partners, LLC has owned. The longest Accretive Wealth Partners, LLC has owned a single stock is 12 quarters.

Accretive Wealth Partners, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWF ISHARES TR12124.48%4.91%5.32%Q4 2020Q3 202312
VIG VANGUARD SPECIALIZED F...12124.16%4.70%5.07%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12122.72%3.53%4.04%Q4 2020Q3 202312
IJS ISHARES TR12122.81%3.27%3.73%Q4 2020Q3 202312
IJR ISHARES TR12122.68%2.91%3.46%Q4 2020Q3 202312
AAPL APPLE INC12121.96%2.84%3.88%Q4 2020Q3 202312
BAB INVESCO EXCH TRADED FD...12122.11%2.70%3.44%Q4 2020Q3 202312
IJT ISHARES TR12122.23%2.52%2.80%Q4 2020Q3 202312
MSFT MICROSOFT CORP12121.61%2.08%2.59%Q4 2020Q3 202312
AMZN AMAZON COM INC12121.06%1.42%1.75%Q4 2020Q3 202312
MGK VANGUARD WORLD FD12121.06%1.37%1.81%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12121.09%1.30%1.57%Q4 2020Q3 202312
ADP AUTOMATIC DATA PROCESS...12121.00%1.28%1.66%Q4 2020Q3 202312
GOOG ALPHABET INC12120.96%1.24%1.48%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.98%1.21%1.44%Q4 2020Q3 202312
SYY SYSCO CORP12120.85%1.12%1.35%Q4 2020Q3 202312
VUG VANGUARD INDEX FDS12120.84%1.05%1.22%Q4 2020Q3 202312
HD HOME DEPOT INC12120.90%1.04%1.26%Q4 2020Q3 202312
PGR PROGRESSIVE CORP12120.80%1.01%1.19%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.89%1.00%1.09%Q4 2020Q3 202312
RSG REPUBLIC SVCS INC12120.85%0.99%1.19%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12120.82%0.97%1.15%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.78%0.96%1.18%Q4 2020Q3 202312
KO COCA COLA CO12120.81%0.95%1.17%Q4 2020Q3 202312
WMT WALMART INC12120.86%0.92%1.01%Q4 2020Q3 202312
CVS CVS HEALTH CORP12120.69%0.92%1.17%Q4 2020Q3 202312
UNP UNION PAC CORP12120.81%0.92%1.06%Q4 2020Q3 202312
ABT ABBOTT LABS12120.76%0.91%1.04%Q4 2020Q3 202312
BLK BLACKROCK INC12120.72%0.89%1.05%Q4 2020Q3 202312
GD GENERAL DYNAMICS CORP12120.71%0.89%1.08%Q4 2020Q3 202312
DEO DIAGEO PLC12120.66%0.84%0.93%Q4 2020Q3 202312
MTN VAIL RESORTS INC12120.66%0.81%0.99%Q4 2020Q3 202312
EQIX EQUINIX INC12120.71%0.79%0.84%Q4 2020Q3 202312
CME CME GROUP INC12120.71%0.79%0.88%Q4 2020Q3 202312
CCI CROWN CASTLE INTL CORP...12120.48%0.78%0.92%Q4 2020Q3 202312
FB META PLATFORMS INC12120.44%0.78%0.99%Q4 2020Q3 202312
PM PHILIP MORRIS INTL INC12120.70%0.75%0.87%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.62%0.72%0.87%Q4 2020Q3 202312
VBK VANGUARD INDEX FDS12120.49%0.69%1.08%Q4 2020Q3 202312
MLM MARTIN MARIETTA MATLS INC12120.52%0.61%0.71%Q4 2020Q3 202312
IEMG ISHARES INC12120.22%0.60%1.13%Q4 2020Q3 202312
INTU INTUIT12120.44%0.59%0.90%Q4 2020Q3 202312
PYPL PAYPAL HLDGS INC12120.29%0.58%1.04%Q4 2020Q3 202312
SPGI S&P GLOBAL INC12120.49%0.58%0.70%Q4 2020Q3 202312
TJX TJX COS INC NEW12120.47%0.58%0.66%Q4 2020Q3 202312
EFX EQUIFAX INC12120.45%0.57%0.74%Q4 2020Q3 202312
MA MASTERCARD INCORPORATED12120.52%0.57%0.62%Q4 2020Q3 202312
MNST MONSTER BEVERAGE CORP NEW12120.45%0.56%0.62%Q4 2020Q3 202312
BKNG BOOKING HOLDINGS INC12120.45%0.56%0.70%Q4 2020Q3 202312
VRSK VERISK ANALYTICS INC12120.48%0.54%0.61%Q4 2020Q3 202312
VHT VANGUARD WORLD FDS12120.45%0.54%0.62%Q4 2020Q3 202312
V VISA INC12120.48%0.53%0.57%Q4 2020Q3 202312
MCO MOODYS CORP12120.44%0.53%0.62%Q4 2020Q3 202312
UBER UBER TECHNOLOGIES INC12120.27%0.53%0.73%Q4 2020Q3 202312
ICE INTERCONTINENTAL EXCHA...12120.44%0.51%0.58%Q4 2020Q3 202312
VNQ VANGUARD INDEX FDS12120.39%0.51%0.61%Q4 2020Q3 202312
ETSY ETSY INC12120.22%0.49%0.92%Q4 2020Q3 202312
AMT AMERICAN TOWER CORP NEW12120.40%0.49%0.55%Q4 2020Q3 202312
BFAM BRIGHT HORIZONS FAM SO...12120.33%0.48%0.65%Q4 2020Q3 202312
VBR VANGUARD INDEX FDS12120.37%0.47%0.61%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.31%0.41%0.60%Q4 2020Q3 202312
SPOT SPOTIFY TECHNOLOGY S A12120.23%0.41%0.58%Q4 2020Q3 202312
EEM ISHARES TR12120.21%0.31%0.56%Q4 2020Q3 202312
TMO THERMO FISHER SCIENTIF...12120.14%0.18%0.23%Q4 2020Q3 202312
MPC MARATHON PETE CORP11110.86%1.27%1.70%Q1 2021Q3 202311
FSV FIRSTSERVICE CORP NEW650.50%0.62%0.75%Q4 2020Q3 202311
DIS DISNEY WALT CO11110.37%0.55%0.76%Q4 2020Q2 202311
VOO VANGUARD INDEX FDS11110.21%0.24%0.30%Q1 2021Q3 202311
IAU ISHARES GOLD TR10102.38%2.55%2.76%Q2 2021Q3 202310
CTLT CATALENT INC10100.26%0.57%0.75%Q4 2020Q1 202310
VWO VANGUARD INTL EQUITY I...10100.33%0.44%0.68%Q2 2021Q3 202310
VGT VANGUARD WORLD FDS10100.29%0.34%0.40%Q2 2021Q3 202310
VCR VANGUARD WORLD FDS10100.26%0.32%0.40%Q2 2021Q3 202310
VCIT VANGUARD SCOTTSDALE FDS10100.23%0.28%0.34%Q2 2021Q3 202310
IQV IQVIA HLDGS INC10100.13%0.19%0.24%Q2 2021Q3 202310
ANTM ELEVANCE HEALTH INC10100.13%0.18%0.22%Q4 2020Q1 202310
VO VANGUARD INDEX FDS10100.14%0.17%0.19%Q2 2021Q3 202310
SCHW SCHWAB CHARLES CORP990.92%1.05%1.14%Q4 2020Q4 20229
WLTW WILLIS TOWERS WATSON P...990.76%0.83%0.96%Q3 2021Q3 20239
TDG TRANSDIGM GROUP INC990.57%0.66%0.78%Q3 2021Q3 20239
MORN MORNINGSTAR INC990.38%0.49%0.66%Q3 2021Q3 20239
VIGI VANGUARD WHITEHALL FDS540.17%0.19%0.20%Q2 2021Q3 20239
XLU SELECT SECTOR SPDR TR710.78%1.60%2.04%Q4 2020Q3 20238
XOM EXXON MOBIL CORP880.70%1.11%1.34%Q4 2021Q3 20238
CMCSA COMCAST CORP NEW880.69%0.96%1.15%Q4 2020Q3 20228
COP CONOCOPHILLIPS880.61%0.92%1.12%Q4 2021Q3 20238
FICO FAIR ISAAC CORP880.57%0.76%0.98%Q4 2021Q3 20238
LOW LOWES COS INC880.44%0.58%0.73%Q4 2020Q3 20228
CSGP COSTAR GROUP INC880.35%0.41%0.48%Q4 2021Q3 20238
Z ZILLOW GROUP INC710.24%0.37%0.63%Q3 2021Q3 20238
SCZ ISHARES TR440.13%0.23%0.34%Q2 2021Q3 20238
PAYX PAYCHEX INC880.16%0.18%0.20%Q4 2020Q3 20228
AAMC ALTISOURCE ASSET MGMT ...440.10%0.17%0.29%Q4 2020Q4 20228
IWB ISHARES TR530.13%0.15%0.22%Q1 2021Q3 20238
IJH ISHARES TR773.13%5.05%6.10%Q1 2022Q3 20237
WORLD GOLD TR772.30%2.47%2.67%Q1 2022Q3 20237
ADBE ADOBE SYSTEMS INCORPOR...770.40%0.52%0.62%Q1 2022Q3 20237
DHR DANAHER CORPORATION770.45%0.50%0.55%Q1 2022Q3 20237
ADSK AUTODESK INC770.46%0.50%0.52%Q1 2022Q3 20237
ACN ACCENTURE PLC IRELAND770.32%0.35%0.39%Q1 2022Q3 20237
AVIDXCHANGE HOLDINGS INC770.24%0.31%0.38%Q1 2022Q3 20237
BRKB BERKSHIRE HATHAWAY INC...410.14%0.15%0.16%Q2 2021Q3 20237
NOC NORTHROP GRUMMAN CORP770.12%0.15%0.18%Q1 2022Q3 20237
MO ALTRIA GROUP INC660.57%0.67%0.77%Q4 2020Q1 20226
EL LAUDER ESTEE COS INC660.44%0.66%0.77%Q2 2022Q3 20236
BX BLACKSTONE INC510.15%0.62%0.86%Q1 2022Q3 20236
TLT ISHARES TR660.20%0.62%1.54%Q2 2022Q3 20236
GLDM WORLD GOLD TR551.70%2.02%2.19%Q4 2020Q4 20215
RBA RITCHIE BROS AUCTIONEERS550.76%0.79%0.84%Q1 2021Q1 20225
BDX BECTON DICKINSON & CO410.40%0.72%0.83%Q4 2020Q1 20225
TWTR TWITTER INC550.48%0.68%0.81%Q4 2020Q4 20215
CP CANADIAN PAC RY LTD550.41%0.42%0.43%Q1 2022Q1 20235
HSY HERSHEY CO320.12%0.15%0.17%Q1 2022Q2 20235
PINS PINTEREST INC440.68%1.07%1.27%Q4 2020Q3 20214
CRM SALESFORCE COM INC440.76%0.82%0.88%Q1 2021Q4 20214
WMG WARNER MUSIC GROUP CORP440.62%0.79%0.91%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP440.67%0.71%0.74%Q4 2020Q3 20214
MKTX MARKETAXESS HLDGS INC440.47%0.56%0.68%Q4 2020Q3 20214
FISV FISERV INC440.47%0.53%0.60%Q4 2020Q3 20214
SPLK SPLUNK INC440.46%0.50%0.54%Q4 2020Q3 20214
TFX TELEFLEX INCORPORATED440.39%0.48%0.53%Q4 2022Q3 20234
NVO NOVO-NORDISK A S440.29%0.31%0.33%Q4 2022Q3 20234
PEP PEPSICO INC440.23%0.25%0.28%Q4 2022Q3 20234
DFAS DIMENSIONAL ETF TRUST440.20%0.21%0.22%Q4 2022Q3 20234
VEA VANGUARD TAX-MANAGED I...440.14%0.16%0.19%Q2 2021Q1 20224
IVW ISHARES TR440.15%0.15%0.15%Q4 2022Q3 20234
DOUGLAS ELLIMAN INC310.03%0.04%0.06%Q1 2022Q3 20234
RDFN REDFIN CORP330.84%1.03%1.20%Q4 2020Q2 20213
BIL SPDR SER TR210.73%0.97%1.22%Q2 2022Q2 20233
NVS NOVARTIS AG330.73%0.75%0.79%Q4 2020Q2 20213
REAL THE REALREAL INC330.60%0.70%0.79%Q4 2020Q2 20213
KSU KANSAS CITY SOUTHERN330.58%0.65%0.73%Q4 2020Q2 20213
SNAP SNAP INC330.50%0.64%0.74%Q2 2021Q4 20213
IBTE ISHARES TR330.20%0.21%0.22%Q1 2023Q3 20233
IBTD ISHARES TR330.18%0.19%0.20%Q1 2023Q3 20233
COST COSTCO WHSL CORP NEW330.13%0.13%0.14%Q1 2023Q3 20233
CVX CHEVRON CORP NEW330.13%0.13%0.14%Q1 2023Q3 20233
RIG TRANSOCEAN LTD330.01%0.01%0.02%Q1 2023Q3 20233
KODK EASTMAN KODAK CO330.00%0.00%0.00%Q2 2022Q4 20223
IAU ISHARES GOLD TRUST223.22%4.19%5.15%Q4 2020Q1 20212
ALGN ALIGN TECHNOLOGY INC220.80%0.83%0.85%Q4 2020Q1 20212
SFIX STITCH FIX INC110.26%0.66%1.06%Q4 2020Q4 20212
CANADIAN PACIFIC KANSA...220.42%0.43%0.44%Q2 2023Q3 20232
FTCH FARFETCH LTD220.32%0.37%0.41%Q3 2021Q4 20212
BR BROADRIDGE FINL SOLUTI...220.27%0.27%0.28%Q2 2021Q3 20212
VTEB VANGUARD MUN BD FDS220.15%0.20%0.25%Q2 2021Q3 20212
LHX L3HARRIS TECHNOLOGIES INC220.14%0.15%0.16%Q1 2022Q2 20222
GAN GAN LTD220.05%0.05%0.05%Q2 2023Q3 20232
ASPS ALTISOURCE PORTFOLIO S...220.03%0.03%0.03%Q1 2023Q2 20232
DGX QUEST DIAGNOSTICS INC110.85%0.85%0.85%Q4 2020Q4 20201
VZ VERIZON COMMUNICATIONS...110.77%0.77%0.77%Q4 2020Q4 20201
WORK SLACK TECHNOLOGIES INC110.71%0.71%0.71%Q4 2020Q4 20201
LH LABORATORY CORP AMER H...110.56%0.56%0.56%Q4 2020Q4 20201
FIRSTSERVICE CORP NEW110.55%0.55%0.55%Q1 2022Q1 20221
TWLO TWILIO INC110.53%0.53%0.53%Q4 2021Q4 20211
ZI ZOOMINFO TECHNOLOGIES INC110.46%0.46%0.46%Q3 2023Q3 20231
ZILLOW GROUP INC110.42%0.42%0.42%Q4 2021Q4 20211
IVV ISHARES TR110.37%0.37%0.37%Q3 2023Q3 20231
AMWL AMERICAN WELL CORP110.37%0.37%0.37%Q1 2021Q1 20211
ROL ROLLINS INC110.36%0.36%0.36%Q3 2023Q3 20231
IUSG ISHARES TR110.30%0.30%0.30%Q4 2021Q4 20211
JBL JABIL INC110.28%0.28%0.28%Q3 2023Q3 20231
VONG VANGUARD SCOTTSDALE FDS110.18%0.18%0.18%Q3 2023Q3 20231
HON HONEYWELL INTL INC110.18%0.18%0.18%Q2 2021Q2 20211
VTV VANGUARD INDEX FDS110.15%0.15%0.15%Q3 2023Q3 20231
VXUS VANGUARD STAR FDS110.15%0.15%0.15%Q3 2023Q3 20231
MUDS MUDRICK CAPITAL ACQU C...110.13%0.13%0.13%Q2 2021Q2 20211
DTEA DAVIDSTEA INC110.08%0.08%0.08%Q2 2021Q2 20211
GOEDWS 1847 GOEDEKER INC110.07%0.07%0.07%Q2 2021Q2 20211
TUEM TUESDAY MORNING CORP110.03%0.03%0.03%Q2 2021Q2 20211
GROW U S GLOBAL INVS INC110.03%0.03%0.03%Q4 2021Q4 20211
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The securities at the top of the list , including ISHARES TR, VANGUARD SPECIALIZED FUNDS, and VANGUARD WHITEHALL FDS, are the highest-conviction holdings of Accretive Wealth Partners, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Accretive Wealth Partners, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Accretive Wealth Partners, LLC owns currently or has owned in the past.