News + Filings Holdings
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Accretive Wealth Partners, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SELECT SECTOR SPDR TR SBI INT-UTILS
| XLU | OPTION | 0 | -40,160 | 0 | -2,816,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB CHARLES CORP
| SCHW | Common | 0 | -20,728 | 0 | -1,310,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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COMCAST CORP
| CMCSA | Common | 0 | -30,772 | 0 | -1,207,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Catalent, Inc.
| CTLT | COM | 0 | -7,687 | 0 | -825,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LOWES COMPANIES INC
| LOW | Common | 0 | -3,460 | 0 | -604,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Common | 0 | -8,059 | 0 | -563,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Elevance Health, Inc.
| ANTM | COM | 0 | -619 | 0 | -299,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PAYCHEX INC
| PAYX | Common | 0 | -1,955 | 0 | -223,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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L3HARRIS TECHNOLOGIES, INC. /DE/
| LHX | COM | 0 | -905 | 0 | -219,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Altisource Asset Management Corp
| AAMC | COM | 0 | -13,319 | 0 | -137,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EASTMAN KODAK CO
| KODK | CALL | 0 | -16,200 | 0 | -4,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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