Compliance Consultant

0001765380-24-000186.txt : 20240506 0001765380-24-000186.hdr.sgml : 20240506 20240506102553 ACCESSION NUMBER: 0001765380-24-000186 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Accretive Wealth Partners, LLC CENTRAL INDEX KEY: 0001844444 ORGANIZATION NAME: IRS NUMBER: 832565830 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20705 FILM NUMBER: 24916219 BUSINESS ADDRESS: STREET 1: 1 GATEHALL DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 BUSINESS PHONE: 973-970-2627 MAIL ADDRESS: STREET 1: 1 GATEHALL DRIVE CITY: PARSIPPANY STATE: NJ ZIP: 07054 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001844444 XXXXXXXX 03-31-2024 03-31-2024 Accretive Wealth Partners, LLC

1 GATEHALL DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-20705 000299544 801-117780 N Lonny Elfenbein Compliance Consultant 5139778330 Lonny Elfenbein Cincinnati OH 05-06-2024 0 138 226059013 false INFORMATION TABLE 2 q12024accretive13f.xml ABBOTT LABS COM 002824100 1414437 13356 SH SOLE 0 0 0 13356 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 666036 2193 SH SOLE 0 0 0 2193 ADOBE INC COM 00724F101 949996 1954 SH SOLE 0 0 0 1954 ALLSTATE CORP COM 020002101 233770 1390 SH SOLE 0 0 0 1390 ALPHABET INC CAP STK CL A 02079K305 1351801 8083 SH SOLE 0 0 0 8083 ALPHABET INC CAP STK CL C 02079K107 2925555 17312 SH SOLE 0 0 0 17312 AMAZON COM INC COM 023135106 3972232 21332 SH SOLE 0 0 0 21332 AMERICAN EXPRESS CO COM 025816109 207693 900 SH SOLE 0 0 0 900 AMERICAN TOWER CORP NEW COM 03027X100 813186 4474 SH SOLE 0 0 0 4474 APPLE INC COM 037833100 8856665 48297 SH SOLE 0 0 0 48297 AUTODESK INC COM 052769106 865709 4023 SH SOLE 0 0 0 4023 AUTOMATIC DATA PROCESSING IN COM 053015103 1981321 8191 SH SOLE 0 0 0 8191 AVIDXCHANGE 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