Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Accretive Wealth Partners, Llc > Profile

Instuitional Investor - Accretive Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Accretive Wealth Partners, Llc
Portfolio Value $283,109,711
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 245,582 $14,263,413 5.04%
2.
Ishares Trust
 IEF 37,625 $13,967,436 4.93%
3.
Vanguard Specialized Funds - DIV APP ETF
 69,303 $13,220,898 4.67%
4.
Apple Inc.
 AAPL 62,212 $12,349,781 4.36%
5.
Vanguard Whitehall Funds
 79,799 $9,939,018 3.51%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)