Impact Partnership Wealth
Latest statistics and disclosures from Impact Partnership Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, VGK, QQQ, SPMD, SPEM, and represent 38.25% of Impact Partnership Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGK, PDBC, Ishares Bitcoin Tr, SPMD, PCAR, UPS, F, KHC, GIS, QCOM.
- Started 50 new stock positions in LNT, DHI, DKS, Fidelity Wise Origin Bitcoin, LAZ, MAA, SYY, BERY, FICS, CHE.
- Reduced shares in these 10 stocks: BIL (-$9.0M), SPTS, SPTI, BITO, DBC, SPSB, SGOV, QQQ, PSX, MBB.
- Sold out of its positions in ALK, ARLP, AEE, COR, ELV, AM, ARR, AN, BCSF, BNKD.
- Impact Partnership Wealth was a net seller of stock by $-34M.
- Impact Partnership Wealth has $252M in assets under management (AUM), dropping by -7.77%.
- Central Index Key (CIK): 0001984555
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Impact Partnership Wealth holds 704 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Impact Partnership Wealth has 704 total positions. Only the first 250 positions are shown.
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- Download the Impact Partnership Wealth March 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 16.8 | $42M | -17% | 462k | 91.80 |
|
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.1 | $18M | +30% | 266k | 67.34 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.6 | $17M | -8% | 38k | 444.00 |
|
Spdr Ser Tr Portfolio S&p400 (SPMD) | 3.9 | $9.9M | +25% | 186k | 53.34 |
|
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 3.8 | $9.5M | -4% | 262k | 36.19 |
|
Vanguard Index Fds Growth Etf (VUG) | 3.5 | $8.8M | -7% | 26k | 344.20 |
|
Vanguard Index Fds Value Etf (VTV) | 3.3 | $8.4M | -3% | 52k | 162.87 |
|
Spdr Ser Tr Portfolio S&p600 (SPSM) | 2.4 | $6.1M | -3% | 142k | 43.04 |
|
Apple (AAPL) | 2.4 | $6.1M | +5% | 35k | 171.48 |
|
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 2.4 | $6.0M | -12% | 195k | 31.03 |
|
Spdr Gold Tr Gold Shs (GLD) | 2.1 | $5.4M | -14% | 26k | 205.72 |
|
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 1.6 | $3.9M | -52% | 137k | 28.92 |
|
Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.3 | $3.3M | -46% | 119k | 28.18 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $2.9M | -3% | 5.5k | 523.08 |
|
Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.1 | $2.7M | +248739% | 197k | 13.87 |
|
Spdr Ser Tr Portfolio Short (SPSB) | 0.9 | $2.2M | -44% | 75k | 29.77 |
|
Ishares Bitcoin Tr SHS | 0.8 | $2.0M | NEW | 50k | 40.47 |
|
Ishares Tr Mbs Etf (MBB) | 0.8 | $2.0M | -39% | 21k | 92.42 |
|
Spdr Ser Tr Portfli High Yld (SPHY) | 0.7 | $1.8M | -21% | 77k | 23.46 |
|
Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $1.5M | -52% | 15k | 100.71 |
|
Us Bancorp Del Com New (USB) | 0.6 | $1.4M | -7% | 32k | 44.70 |
|
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $1.4M | -18% | 16k | 89.67 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.6 | $1.4M | -35% | 13k | 107.41 |
|
Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.5 | $1.3M | -4% | 39k | 32.69 |
|
Exxon Mobil Corporation (XOM) | 0.5 | $1.2M | -11% | 10k | 116.25 |
|
Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.4 | $1.1M | -48% | 40k | 27.94 |
|
Paccar (PCAR) | 0.4 | $1.1M | NEW | 8.5k | 123.89 |
|
Gilead Sciences (GILD) | 0.4 | $1.0M | +45% | 14k | 73.26 |
|
Microsoft Corporation (MSFT) | 0.4 | $1.0M | +6% | 2.4k | 420.78 |
|
Home Depot (HD) | 0.4 | $1.0M | +60% | 2.6k | 383.64 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $962k | +31% | 11k | 86.48 |
|
Ishares Tr Faln Angls Usd (FALN) | 0.4 | $951k | -22% | 35k | 26.86 |
|
Verizon Communications (VZ) | 0.4 | $912k | -15% | 22k | 41.96 |
|
International Business Machines (IBM) | 0.4 | $898k | -16% | 4.7k | 190.98 |
|
United Parcel Service CL B (UPS) | 0.4 | $889k | +315% | 6.0k | 148.64 |
|
At&t (T) | 0.3 | $835k | -14% | 48k | 17.60 |
|
ConocoPhillips (COP) | 0.3 | $820k | -32% | 6.4k | 127.31 |
|
Bristol Myers Squibb (BMY) | 0.3 | $790k | -12% | 15k | 54.23 |
|
PNC Financial Services (PNC) | 0.3 | $771k | -15% | 4.8k | 161.56 |
|
EOG Resources (EOG) | 0.3 | $762k | -28% | 6.0k | 127.85 |
|
3M Company (MMM) | 0.3 | $722k | -11% | 6.8k | 106.06 |
|
NVIDIA Corporation (NVDA) | 0.3 | $718k | -14% | 795.00 | 903.56 |
|
Altria (MO) | 0.3 | $708k | -10% | 16k | 43.62 |
|
Pioneer Natural Resources (PXD) | 0.3 | $701k | -15% | 2.7k | 262.50 |
|
Oneok (OKE) | 0.3 | $694k | -12% | 8.7k | 80.16 |
|
Truist Financial Corp equities (TFC) | 0.3 | $678k | -15% | 17k | 38.98 |
|
Ford Motor Company (F) | 0.3 | $674k | +2650% | 51k | 13.28 |
|
Prudential Financial (PRU) | 0.3 | $671k | -16% | 5.7k | 117.38 |
|
Qualcomm (QCOM) | 0.3 | $664k | +1043% | 3.9k | 169.30 |
|
Public Storage (PSA) | 0.3 | $653k | -11% | 2.3k | 290.08 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $633k | -2% | 4.2k | 150.93 |
|
Williams Companies (WMB) | 0.2 | $630k | -12% | 16k | 38.97 |
|
Kraft Heinz (KHC) | 0.2 | $622k | +18016% | 17k | 36.90 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $618k | -6% | 1.2k | 525.72 |
|
General Mills (GIS) | 0.2 | $616k | +15894% | 8.8k | 69.97 |
|
Dow (DOW) | 0.2 | $611k | -17% | 11k | 57.93 |
|
Kimberly-Clark Corporation (KMB) | 0.2 | $609k | -11% | 4.7k | 129.36 |
|
Kinder Morgan (KMI) | 0.2 | $609k | +1798% | 33k | 18.34 |
|
Devon Energy Corporation (DVN) | 0.2 | $604k | +4246% | 12k | 50.18 |
|
Public Service Enterprise (PEG) | 0.2 | $601k | -33% | 9.0k | 66.78 |
|
Meta Platforms Cl A (META) | 0.2 | $579k | -10% | 1.2k | 485.47 |
|
T. Rowe Price (TROW) | 0.2 | $576k | -17% | 4.7k | 121.91 |
|
Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $575k | -34% | 5.6k | 102.29 |
|
Host Hotels & Resorts (HST) | 0.2 | $566k | +6% | 27k | 20.68 |
|
Fifth Third Ban (FITB) | 0.2 | $554k | -17% | 15k | 37.21 |
|
Vici Pptys (VICI) | 0.2 | $546k | +5811% | 18k | 29.79 |
|
Equity Residential Sh Ben Int (EQR) | 0.2 | $532k | +2233% | 8.4k | 63.11 |
|
Huntington Bancshares Incorporated (HBAN) | 0.2 | $530k | -16% | 38k | 13.95 |
|
Hp (HPQ) | 0.2 | $524k | -13% | 17k | 30.22 |
|
M&T Bank Corporation (MTB) | 0.2 | $521k | -15% | 3.6k | 145.49 |
|
State Street Corporation (STT) | 0.2 | $503k | -14% | 6.5k | 77.32 |
|
Regions Financial Corporation (RF) | 0.2 | $502k | -16% | 24k | 21.04 |
|
Citizens Financial (CFG) | 0.2 | $494k | -16% | 14k | 36.29 |
|
Hormel Foods Corporation (HRL) | 0.2 | $493k | NEW | 14k | 34.89 |
|
Cabot Oil & Gas Corporation (CTRA) | 0.2 | $490k | -38% | 18k | 27.88 |
|
Costco Wholesale Corporation (COST) | 0.2 | $488k | +2% | 666.00 | 733.28 |
|
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.2 | $485k | 4.6k | 105.80 |
|
|
AvalonBay Communities (AVB) | 0.2 | $481k | -12% | 2.6k | 185.54 |
|
Best Buy (BBY) | 0.2 | $474k | -37% | 5.8k | 82.03 |
|
Kellogg Company (K) | 0.2 | $466k | +3231% | 8.1k | 57.29 |
|
Viatris (VTRS) | 0.2 | $451k | -17% | 38k | 11.94 |
|
Cisco Systems (CSCO) | 0.2 | $438k | +12% | 8.8k | 49.91 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $437k | +13% | 1.3k | 346.57 |
|
Boston Properties (BXP) | 0.2 | $431k | +26% | 6.6k | 65.31 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $423k | +597% | 1.0k | 420.52 |
|
Franklin Resources (BEN) | 0.2 | $420k | -15% | 15k | 28.11 |
|
ConAgra Foods (CAG) | 0.2 | $417k | +5399% | 14k | 29.64 |
|
Mid-America Apartment (MAA) | 0.2 | $413k | NEW | 3.1k | 131.58 |
|
Applied Materials (AMAT) | 0.2 | $409k | 2.0k | 206.28 |
|
|
Key (KEY) | 0.2 | $409k | -13% | 26k | 15.81 |
|
International Paper Company (IP) | 0.2 | $406k | -15% | 10k | 39.02 |
|
Eastman Chemical Company (EMN) | 0.2 | $392k | -18% | 3.9k | 100.24 |
|
Alliant Energy Corporation (LNT) | 0.2 | $390k | NEW | 7.7k | 50.40 |
|
Amcor Ord (AMCR) | 0.2 | $390k | -14% | 41k | 9.51 |
|
Interpublic Group of Companies (IPG) | 0.2 | $388k | -21% | 12k | 32.63 |
|
Gaming & Leisure Pptys (GLPI) | 0.2 | $387k | -17% | 8.4k | 46.07 |
|
Procter & Gamble Company (PG) | 0.2 | $379k | 2.3k | 162.22 |
|
|
Wp Carey (WPC) | 0.2 | $379k | NEW | 6.7k | 56.44 |
|
Marathon Petroleum Corp (MPC) | 0.1 | $374k | 1.9k | 201.41 |
|
|
Lam Research Corporation (LRCX) | 0.1 | $371k | -12% | 382.00 | 972.19 |
|
Chesapeake Energy Corp (CHK) | 0.1 | $369k | -39% | 4.2k | 88.83 |
|
CNA Financial Corporation (CNA) | 0.1 | $365k | -19% | 8.0k | 45.41 |
|
Invesco SHS (IVZ) | 0.1 | $362k | +15% | 22k | 16.59 |
|
Eli Lilly & Co. (LLY) | 0.1 | $357k | +15200% | 459.00 | 777.97 |
|
D.R. Horton (DHI) | 0.1 | $357k | NEW | 2.2k | 164.55 |
|
Valero Energy Corporation (VLO) | 0.1 | $356k | +3% | 2.1k | 170.70 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $350k | -28% | 7.0k | 50.17 |
|
Annaly Capital Management In Com New (NLY) | 0.1 | $350k | -17% | 18k | 19.69 |
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $346k | 828.00 | 417.82 |
|
|
Kla Corp Com New (KLAC) | 0.1 | $345k | +1076% | 494.00 | 698.57 |
|
Lockheed Martin Corporation (LMT) | 0.1 | $344k | +2596% | 755.00 | 455.02 |
|
Peak (DOC) | 0.1 | $342k | -20% | 18k | 18.75 |
|
American Financial (AFG) | 0.1 | $341k | +4609% | 2.5k | 136.48 |
|
General Motors Company (GM) | 0.1 | $335k | +1316% | 7.4k | 45.35 |
|
Apollo Global Mgmt (APO) | 0.1 | $334k | +2% | 3.0k | 112.45 |
|
Lululemon Athletica (LULU) | 0.1 | $327k | +620% | 836.00 | 390.65 |
|
Reinsurance Grp Of America I Com New (RGA) | 0.1 | $318k | -16% | 1.6k | 192.92 |
|
Western Union Company (WU) | 0.1 | $314k | +25% | 22k | 13.98 |
|
Lamar Advertising Cl A (LAMR) | 0.1 | $309k | +4205% | 2.6k | 119.42 |
|
Lennar Corp Cl A (LEN) | 0.1 | $301k | -4% | 1.8k | 172.11 |
|
SYSCO Corporation (SYY) | 0.1 | $299k | NEW | 3.7k | 81.18 |
|
Comfort Systems USA (FIX) | 0.1 | $299k | 940.00 | 317.71 |
|
|
Fastenal Company (FAST) | 0.1 | $298k | +1830% | 3.9k | 77.14 |
|
McKesson Corporation (MCK) | 0.1 | $298k | 554.00 | 537.01 |
|
|
Humana (HUM) | 0.1 | $297k | +75% | 855.00 | 346.83 |
|
Rithm Capital Corp Com New (RITM) | 0.1 | $294k | +25% | 26k | 11.16 |
|
Ferguson SHS (FERG) | 0.1 | $287k | 1.3k | 218.46 |
|
|
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $285k | 1.6k | 182.69 |
|
|
Amazon (AMZN) | 0.1 | $282k | -10% | 1.6k | 180.38 |
|
National Retail Properties (NNN) | 0.1 | $282k | +5395% | 6.6k | 42.74 |
|
Hartford Financial Services (HIG) | 0.1 | $276k | +9818% | 2.7k | 103.05 |
|
Reliance Steel & Aluminum (RS) | 0.1 | $270k | +27% | 807.00 | 334.53 |
|
Builders FirstSource (BLDR) | 0.1 | $265k | 1.3k | 208.55 |
|
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Cheniere Energy Com New (LNG) | 0.1 | $263k | +14% | 1.6k | 161.36 |
|
Arch Cap Group Ord (ACGL) | 0.1 | $261k | +10% | 2.8k | 92.44 |
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Steel Dynamics (STLD) | 0.1 | $259k | +2% | 1.7k | 148.27 |
|
Pool Corporation (POOL) | 0.1 | $259k | +23% | 640.00 | 404.00 |
|
Electronic Arts (EA) | 0.1 | $257k | NEW | 1.9k | 132.67 |
|
Oracle Corporation (ORCL) | 0.1 | $257k | 2.0k | 125.61 |
|
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First Horizon National Corporation (FHN) | 0.1 | $251k | -14% | 16k | 15.40 |
|
Pulte (PHM) | 0.1 | $251k | +3% | 2.1k | 120.67 |
|
Lincoln National Corporation (LNC) | 0.1 | $248k | -13% | 7.8k | 31.93 |
|
Stag Industrial (STAG) | 0.1 | $247k | -15% | 6.4k | 38.45 |
|
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $245k | +2% | 3.3k | 73.30 |
|
Williams-Sonoma (WSM) | 0.1 | $245k | +35% | 771.00 | 317.87 |
|
Cardinal Health (CAH) | 0.1 | $245k | +9% | 2.2k | 111.95 |
|
Brixmor Prty (BRX) | 0.1 | $238k | -15% | 10k | 23.45 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $234k | -12% | 1.0k | 228.59 |
|
Vistra Energy (VST) | 0.1 | $232k | +10% | 3.3k | 69.65 |
|
J.B. Hunt Transport Services (JBHT) | 0.1 | $230k | 1.2k | 199.30 |
|
|
Molina Healthcare (MOH) | 0.1 | $229k | +3% | 558.00 | 410.83 |
|
Highwoods Properties (HIW) | 0.1 | $225k | -17% | 8.6k | 26.18 |
|
Scotts Miracle-gro Cl A (SMG) | 0.1 | $224k | +6291% | 3.0k | 74.59 |
|
NetApp (NTAP) | 0.1 | $223k | +5% | 2.1k | 104.99 |
|
Lennox International (LII) | 0.1 | $223k | NEW | 456.00 | 488.77 |
|
Janus Henderson Group Ord Shs (JHG) | 0.1 | $223k | -16% | 6.8k | 32.88 |
|
W.R. Berkley Corporation (WRB) | 0.1 | $222k | +2% | 2.5k | 88.44 |
|
Prosperity Bancshares (PB) | 0.1 | $218k | +5520% | 3.3k | 65.78 |
|
Zions Bancorporation (ZION) | 0.1 | $217k | -13% | 5.0k | 43.40 |
|
Synovus Finl Corp Com New (SNV) | 0.1 | $216k | -16% | 5.4k | 40.07 |
|
Cincinnati Financial Corporation (CINF) | 0.1 | $215k | +2% | 1.7k | 124.20 |
|
Comerica Incorporated (CMA) | 0.1 | $214k | -12% | 3.9k | 55.00 |
|
W.W. Grainger (GWW) | 0.1 | $214k | +12% | 210.00 | 1018.09 |
|
Watsco, Incorporated (WSO) | 0.1 | $213k | +3700% | 494.00 | 431.97 |
|
Onemain Holdings (OMF) | 0.1 | $212k | -15% | 4.1k | 51.09 |
|
Johnson & Johnson (JNJ) | 0.1 | $211k | +14% | 1.3k | 158.16 |
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First American Financial (FAF) | 0.1 | $210k | -15% | 3.4k | 61.06 |
|
Jabil Circuit (JBL) | 0.1 | $209k | +42% | 1.6k | 133.97 |
|
Expedia Group Com New (EXPE) | 0.1 | $206k | +6% | 1.5k | 137.75 |
|
Travel Leisure Ord (TNL) | 0.1 | $206k | +5508% | 4.2k | 48.96 |
|
First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $202k | -14% | 1.5k | 134.82 |
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Boeing Company (BA) | 0.1 | $202k | 1.0k | 192.99 |
|
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Wendy's/arby's Group (WEN) | 0.1 | $202k | NEW | 11k | 18.84 |
|
Columbia Banking System (COLB) | 0.1 | $199k | +7% | 10k | 19.35 |
|
Virtu Finl Cl A (VIRT) | 0.1 | $198k | -15% | 9.7k | 20.52 |
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UGI Corporation (UGI) | 0.1 | $198k | NEW | 8.1k | 24.54 |
|
Skyworks Solutions (SWKS) | 0.1 | $197k | +4% | 1.8k | 108.31 |
|
Cousins Pptys Com New (CUZ) | 0.1 | $197k | NEW | 8.2k | 24.04 |
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Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $197k | -16% | 7.0k | 27.92 |
|
Expeditors International of Washington (EXPD) | 0.1 | $196k | +2% | 1.6k | 121.63 |
|
Carter's (CRI) | 0.1 | $195k | -20% | 2.3k | 84.67 |
|
Premier Cl A (PINC) | 0.1 | $195k | -14% | 8.8k | 22.10 |
|
RPM International (RPM) | 0.1 | $191k | NEW | 1.6k | 118.95 |
|
Deckers Outdoor Corporation (DECK) | 0.1 | $191k | +30% | 203.00 | 941.27 |
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Fidelity Wise Origin Bitcoin SHS | 0.1 | $191k | NEW | 3.1k | 62.06 |
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First Hawaiian (FHB) | 0.1 | $191k | -15% | 8.7k | 21.96 |
|
Clearway Energy CL C (CWEN) | 0.1 | $187k | -15% | 8.1k | 23.05 |
|
Manpower (MAN) | 0.1 | $186k | -12% | 2.4k | 77.66 |
|
Manhattan Associates (MANH) | 0.1 | $186k | +13% | 743.00 | 250.23 |
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Nordstrom (JWN) | 0.1 | $184k | -32% | 9.1k | 20.27 |
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Ssr Mining (SSRM) | 0.1 | $184k | NEW | 41k | 4.45 |
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Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.1 | $183k | -15% | 7.4k | 24.57 |
|
Lowe's Companies (LOW) | 0.1 | $182k | -12% | 715.00 | 254.73 |
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Casey's General Stores (CASY) | 0.1 | $176k | NEW | 553.00 | 318.46 |
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First Tr Exchange Traded Materials Alph (FXZ) | 0.1 | $175k | 2.5k | 71.34 |
|
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Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $175k | -67% | 3.3k | 53.08 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $174k | -17% | 1.8k | 97.95 |
|
Ishares Tr Short Treas Bd (SHV) | 0.1 | $173k | -51% | 1.6k | 110.54 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $172k | 1.1k | 152.26 |
|
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Pure Storage Cl A (PSTG) | 0.1 | $171k | NEW | 3.3k | 51.99 |
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Snap-on Incorporated (SNA) | 0.1 | $169k | NEW | 572.00 | 296.22 |
|
Leggett & Platt (LEG) | 0.1 | $169k | +16% | 8.8k | 19.15 |
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Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $168k | -14% | 3.9k | 42.47 |
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Sempra Energy (SRE) | 0.1 | $165k | 2.3k | 71.83 |
|
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Chevron Corporation (CVX) | 0.1 | $164k | -84% | 1.0k | 157.77 |
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Affiliated Managers (AMG) | 0.1 | $163k | -15% | 975.00 | 167.47 |
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Hawaiian Electric Industries (HE) | 0.1 | $161k | -14% | 14k | 11.27 |
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Emcor (EME) | 0.1 | $160k | 456.00 | 350.26 |
|
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First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $159k | 3.3k | 47.52 |
|
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Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $159k | 3.4k | 46.53 |
|
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Owens Corning (OC) | 0.1 | $158k | +4% | 949.00 | 166.94 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $154k | -32% | 2.5k | 61.53 |
|
Lincoln Electric Holdings (LECO) | 0.1 | $152k | -13% | 594.00 | 255.65 |
|
Advanced Drain Sys Inc Del (WMS) | 0.1 | $150k | 871.00 | 172.31 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $147k | -26% | 3.5k | 41.77 |
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Caterpillar (CAT) | 0.1 | $147k | -76% | 401.00 | 366.45 |
|
Direxion Shs Etf Tr Auspce Cmd Stg (COM) | 0.1 | $144k | -15% | 5.1k | 28.30 |
|
Bank of America Corporation (BAC) | 0.1 | $137k | +141% | 3.6k | 37.91 |
|
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $136k | 4.3k | 31.79 |
|
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Medpace Hldgs (MEDP) | 0.1 | $133k | -12% | 330.00 | 404.14 |
|
Juniper Networks (JNPR) | 0.1 | $131k | NEW | 3.5k | 37.06 |
|
Amdocs SHS (DOX) | 0.1 | $131k | -5% | 1.4k | 90.39 |
|
Broadcom (AVGO) | 0.1 | $130k | -6% | 98.00 | 1325.41 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $127k | -71% | 2.9k | 43.35 |
|
Tidal Etf Tr Atac Credit Rot (JOJO) | 0.1 | $127k | -22% | 8.8k | 14.52 |
|
Intel Corporation (INTC) | 0.1 | $127k | -2% | 2.9k | 44.18 |
|
TJX Companies (TJX) | 0.0 | $126k | -2% | 1.2k | 101.42 |
|
Docusign (DOCU) | 0.0 | $126k | +211000% | 2.1k | 59.54 |
|
Abbvie (ABBV) | 0.0 | $125k | -88% | 686.00 | 182.11 |
|
Dick's Sporting Goods (DKS) | 0.0 | $123k | NEW | 547.00 | 224.86 |
|
Core & Main Cl A (CNM) | 0.0 | $122k | -13% | 2.1k | 57.25 |
|
NewMarket Corporation (NEU) | 0.0 | $122k | +76% | 192.00 | 635.05 |
|
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $122k | NEW | 1.9k | 63.17 |
|
Kinsale Cap Group (KNSL) | 0.0 | $120k | +9% | 228.00 | 524.79 |
|
Tenet Healthcare Corp Com New (THC) | 0.0 | $119k | NEW | 1.1k | 105.11 |
|
A. O. Smith Corporation (AOS) | 0.0 | $119k | NEW | 1.3k | 89.46 |
|
Chemed Corp Com Stk (CHE) | 0.0 | $119k | NEW | 185.00 | 641.93 |
|
Evercore Class A (EVR) | 0.0 | $117k | -3% | 604.00 | 192.88 |
|
Credit Acceptance (CACC) | 0.0 | $115k | NEW | 208.00 | 551.57 |
|
Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $113k | 473.00 | 239.76 |
|
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Cleveland-cliffs (CLF) | 0.0 | $113k | NEW | 5.0k | 22.74 |
|
DTE Energy Company (DTE) | 0.0 | $112k | 1.0k | 112.14 |
|
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Adobe Systems Incorporated (ADBE) | 0.0 | $112k | 221.00 | 504.60 |
|
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Houlihan Lokey Cl A (HLI) | 0.0 | $111k | 867.00 | 128.19 |
|
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MGIC Investment (MTG) | 0.0 | $110k | 4.9k | 22.37 |
|
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $110k | 3.1k | 35.80 |
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Coca-Cola Company (KO) | 0.0 | $109k | 1.8k | 61.18 |
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Crown Holdings (CCK) | 0.0 | $108k | NEW | 1.4k | 79.27 |
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C H Robinson Worldwide Com New (CHRW) | 0.0 | $107k | -5% | 1.4k | 76.14 |
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L3harris Technologies (LHX) | 0.0 | $107k | +12400% | 500.00 | 213.10 |
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Past Filings by Impact Partnership Wealth
SEC 13F filings are viewable for Impact Partnership Wealth going back to 2023
- Impact Partnership Wealth 2024 Q1 filed May 13, 2024
- Impact Partnership Wealth 2023 Q4 filed Feb. 14, 2024
- Impact Partnership Wealth 2023 Q3 filed Oct. 17, 2023
- Impact Partnership Wealth 2023 Q2 filed July 17, 2023