Chief Compliance Officer

0001765380-24-000020.txt : 20240206 0001765380-24-000020.hdr.sgml : 20240206 20240206125658 ACCESSION NUMBER: 0001765380-24-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240206 DATE AS OF CHANGE: 20240206 EFFECTIVENESS DATE: 20240206 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: 24599273 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 12-31-2023 12-31-2023 Accretive Wealth Partners, LLC

1 GATEHALL DRIVE PARSIPPANY NJ 07054

13F HOLDINGS REPORT 028-20705 N Lonny Elfenbein Chief Compliance Officer 5139778330 Lonny Elfenbein Cincinnati OH 02-06-2024 0 130 208153713 false INFORMATION TABLE 2 13faccretiveq42023.xml ABBOTT LABS COM 002824100 1466391 13322 SH SOLE 0 0 0 13322 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 761826 2171 SH SOLE 0 0 0 2171 ADOBE INC COM 00724F101 1190814 1996 SH SOLE 0 0 0 1996 ALLSTATE CORP COM 020002101 200871 1435 SH SOLE 0 0 0 1435 ALPHABET INC CAP STK CL A 02079K305 1119895 8017 SH SOLE 0 0 0 8017 ALPHABET INC CAP STK CL C 02079K107 2438653 17304 SH SOLE 0 0 0 17304 AMAZON COM INC COM 023135106 3199704 21059 SH SOLE 0 0 0 21059 AMERICAN TOWER CORP NEW COM 03027X100 957524 4435 SH SOLE 0 0 0 4435 APPLE INC COM 037833100 5693456 29572 SH SOLE 0 0 0 29572 AUTODESK INC COM 052769106 990477 4068 SH SOLE 0 0 0 4068 AUTOMATIC DATA PROCESSING IN COM 053015103 1915712 8223 SH SOLE 0 0 0 8223 AVIDXCHANGE HOLDINGS INC COM 05368X102 682887 55116 SH SOLE 0 0 0 55116 BERKSHIRE HATHAWAY INC DEL 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