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| Name: |
Accretive Wealth Partners LLC |
| City: |
JERSEY CITY |
| State: |
NJ |
| Zip: |
07311 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
HUM |
Humana Inc |
60 |
New |
$344.50 |
$1,009,000 |
3,149 |
0.45% |
1,009,000 |
3,149 |
0.002 |
Health Care Plans |
|
|
VRSN |
Verisign Inc |
67 |
New |
$169.73 |
$967,000 |
5,743 |
0.43% |
967,000 |
5,743 |
0.005 |
Internet Software & S... |
|
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IBDQ |
Ishares Ibonds Dec 2025 Ter... |
100 |
New |
$24.77 |
$411,000 |
16,630 |
0.18% |
411,000 |
16,630 |
0.005 |
N/A |
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IBDP |
Ishares Ibonds Dec 2024 Ter... |
115 |
New |
$25.05 |
$267,000 |
10,669 |
0.12% |
267,000 |
10,669 |
0.003 |
N/A |
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EXEL |
Exelixis Inc |
117 |
New |
$20.99 |
$254,000 |
11,600 |
0.11% |
254,000 |
11,600 |
0.004 |
Research Services |
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NVDA |
NVIDIA Corporation |
121 |
New |
$913.56 |
$232,000 |
261 |
0.1% |
232,000 |
261 |
0 |
Semiconductor - Speci... |
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MKL |
Markel Corp |
122 |
New |
$1,645.20 |
$226,000 |
143 |
0.1% |
226,000 |
143 |
0.001 |
Property & Casualty I... |
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AXP |
American Express Co |
125 |
New |
$241.53 |
$208,000 |
900 |
0.09% |
208,000 |
900 |
0 |
Credit Services |
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VEA |
Vanguard Europe Pacific ETF |
126 |
New |
$49.56 |
$202,000 |
4,085 |
0.09% |
202,000 |
4,085 |
0 |
Closed - End Fund - F... |
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EIGR |
Eiger BioPharmaceuticals Inc |
127 |
New |
$2.12 |
$170,000 |
63,150 |
0.08% |
170,000 |
63,150 |
0.194 |
N/A |
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EVA |
Enviva Inc |
129 |
New |
$0.59 |
$6,000 |
10,951 |
0% |
6,000 |
10,951 |
0.017 |
N/A |
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