Accretive-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "FSV", null, null, null, null, null, null, null, null, "MORN", null, "ACN", "ABT", "ADBE", "VONG", "ALL", "GOOGL", "AXP", "BLK", "CP.TO", null, "GD", "GIS", "HD", "MCD", "INTU", null, "UNP", "EMR", "BKNG", "ICE", null, "META", null, "IVW", "IJH", null, "MPC", "CEE", "MA", "EXEL", "MSFT", "DOUG", "EQIX", "FICO", null, "HRL", "BX", "IJR", "EFG", "IWD", "NOC", "VHT", null, "IWF", "PYPL", "PEP", "PGR", "IVV", "UNH", "AAPL", "MRK", "SPGI", "SHEL", "GLD", "AMT", "RSG", "IBM", "SYK", "SBUX", "TMO", "TJX", "TDG", "UBER", "VO", "MNST", "JBL", null, null, "VCIT", "VIG", null, "IEF", "VYM", "VRSK", "MTN", "ADSK", "WMG", "DEO", "WM", "EFX", "NVO", "VIGI", "AMZN", null, null, "VGT", "USB", "VUG", "VEA", "MGK", "VXUS", "VOOG", "VBK", "VBR", "VOO", "VTV", "VRSN", "V", "WMT", "WFC", "WST", "WTW", "SCHF", "MKL", "SYY", "SPOT", null, "DGRO", "ADP", "AVDX", "BRK-B", "BFAM", "CVX", "CME", "KO", "COP", "COST", "CSGP", "DHR", null, "IJT", "MCO", "IWB", "QQQ", "GOOG", "XOM", "JNJ", "PM", "MLM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 141
- Total Value
- 283109711
- Accession Number
- 0001765380-25-000175
- Form Type
- 13F-HR
- Manager Name
- Accretive-Wealth-Partners
Data Enrichment
84% identified118 identified23 unidentified
Holdings
141 positions • $283.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
13.4K | QoQ NEW(+13.4K) | All Managers (Combined) | $24.5K | 0.0% ($24.5K/$283.1M) | QoQ NEW(+$24.5K) |