GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Accretive Wealth Partners, LLC Stock Picks
Accretive Wealth Partners, LLC
|Accretive Wealth Partners, LLC|
|Last update 2023-05-05||116 Stocks (10 new)|
|Value $156.00 Mil||Turnover 4 %|
Top Holdings: IJH(5.70%) VIG(4.91%) IWF(4.85%) VYM(3.82%) IJS(3.12%)Portfolio Report
Accretive Wealth Partners, LLC has disclosed 116 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $156.00 Mil. The turnover rate is 4%.
In Accretive Wealth Partners, LLC's current portfolio as of 2023-03-31, the top 5 holdings are iShares Core S&P Mid-Cap ETF (IJH), Vanguard Dividend Appreciation FTF (VIG), iShares Russell 1000 Growth ETF (IWF), Vanguard High Dividend Yield Indx ETF (VYM), iShares S&P Small-Cap 600 Value ETF (IJS), not including call and put options. Accretive Wealth Partners, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Accretive Wealth Partners, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Accretive Wealth Partners, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Accretive Wealth Partners, LLC.
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