ACCRETIVE WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FSV | 7K | $1.34M |
 | MTN | 7K | $1.03M |
 | MCD | 7K | $2.08M |
 | WTW | 7K | $2.31M |
 | VRSN | 6K | $1.62M |
 | HD | 6K | $2.33M |
 | META | 6K | $4.21M |
 | MRK | 5K | $435.51K |
 | NVO | 5K | $279.95K |
 | GIS | 5K | $238.20K |
 | EFX | 5K | $1.21M |
 | VRSK | 5K | $1.18M |
 | V | 5K | $1.56M |
 | ADSK | 5K | $1.44M |
 | SPOT | 4K | $3.12M |
 | DHR | 4K | $871.35K |
 | SHEL | 4K | $286.12K |
 | MORN | 4K | $870.04K |
 | WST | 3K | $912.12K |
 | TMO | 3K | $1.61M |
FirstService Corporation
FSV
Shares Held
7K
Value
$1.34M
Vail Resorts, Inc.
MTN
Shares Held
7K
Value
$1.03M
McDonald's Corporation
MCD
Shares Held
7K
Value
$2.08M
Willis Towers Watson Public Limited Company
WTW
Shares Held
7K
Value
$2.31M
VeriSign, Inc.
VRSN
Shares Held
6K
Value
$1.62M
The Home Depot, Inc.
HD
Shares Held
6K
Value
$2.33M
Meta Platforms, Inc.
META
Shares Held
6K
Value
$4.21M
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$435.51K
Novo Nordisk A/S
NVO
Shares Held
5K
Value
$279.95K
General Mills, Inc.
GIS
Shares Held
5K
Value
$238.20K
Equifax Inc.
EFX
Shares Held
5K
Value
$1.21M
Verisk Analytics, Inc.
VRSK
Shares Held
5K
Value
$1.18M
Visa Inc.
V
Shares Held
5K
Value
$1.56M
Autodesk, Inc.
ADSK
Shares Held
5K
Value
$1.44M
Spotify Technology S.A.
SPOT
Shares Held
4K
Value
$3.12M
Danaher Corporation
DHR
Shares Held
4K
Value
$871.35K
Shell plc
SHEL
Shares Held
4K
Value
$286.12K
Morningstar, Inc.
MORN
Shares Held
4K
Value
$870.04K
West Pharmaceutical Services, Inc.
WST
Shares Held
3K
Value
$912.12K
Thermo Fisher Scientific Inc.
TMO
Shares Held
3K
Value
$1.61M