Accretive-Wealth-Partners

Filing Details

13F-HR2025-03-31
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% identified
118 identified23 unidentified

Holdings

141 positions • $283.1M total value
Manager:
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Page 8 of 8
Douglas Elliman Inc.
Shares:13.4K
Value:$24.5K
% of Portfolio:0.0% ($24.5K/$283.1M)