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, SPEM, SPMD, and represent 37.09% of Impact Partnership Wealth's stock portfolio.
- Added to shares of these 10 stocks: VGK (+$11M), SPEM (+$6.3M), SPTS (+$5.9M), VTV (+$5.6M), SPTI, VUG, GLD, MBB, SPSM, SPMD.
- Started 75 new stock positions in PEGA, FTSM, MMSC, FMB, KLG, SO, RL, FFIV, EG, PLTR.
- Reduced shares in these 10 stocks: BIL (-$26M), HD, UPS, USB, , PNC, XOM, TFC, CVS, CAT.
- Sold out of its positions in WMS, ALLY, MO, SWAN, APA, APO, BKR, BA, BLDR, CVS.
- Impact Partnership Wealth was a net buyer of stock by $50M.
- Impact Partnership Wealth has $443M in assets under management (AUM), dropping by 16.26%.
- Central Index Key (CIK): 0001984555
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Portfolio Holdings for Impact Partnership Wealth
Impact Partnership Wealth holds 238 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 16.2 | $72M | -26% | 781k | 91.81 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 7.2 | $32M | +54% | 450k | 71.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $24M | +12% | 49k | 488.07 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 4.2 | $18M | +52% | 447k | 41.28 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 4.1 | $18M | +17% | 334k | 54.68 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.5 | $15M | +57% | 88k | 174.57 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $15M | +43% | 40k | 383.93 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.4 | $15M | +2% | 150k | 100.72 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 3.2 | $14M | +72% | 474k | 29.41 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 2.7 | $12M | +69% | 409k | 29.06 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 2.5 | $11M | +46% | 245k | 45.51 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.4 | $10M | +66% | 43k | 243.06 |
|
| Apple (AAPL) | 2.1 | $9.5M | -2% | 41k | 233.00 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 2.0 | $8.9M | +19% | 292k | 30.42 |
|
| Ishares Tr Mbs Etf (MBB) | 1.7 | $7.6M | +110% | 80k | 95.81 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 1.6 | $6.9M | +25% | 228k | 30.28 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.2 | $5.3M | +30% | 396k | 13.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.1 | $5.1M | +4% | 140k | 36.13 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $5.0M | +35% | 8.7k | 573.74 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 1.1 | $4.7M | +56% | 197k | 24.05 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.9 | $4.1M | +26% | 37k | 110.47 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.9 | $4.0M | +86% | 138k | 29.07 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.8 | $3.6M | +23% | 107k | 33.71 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $3.0M | +34% | 32k | 93.58 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.5 | $2.4M | +67% | 88k | 27.34 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.3M | -11% | 19k | 121.44 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.1M | +110% | 22k | 97.42 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $1.7M | +2% | 16k | 110.63 |
|
| Microsoft Corporation (MSFT) | 0.4 | $1.6M | -4% | 3.7k | 430.35 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $1.6M | -33% | 13k | 117.22 |
|
| Target Corporation (TGT) | 0.3 | $1.5M | 9.4k | 155.86 |
|
|
| International Business Machines (IBM) | 0.3 | $1.4M | -3% | 6.3k | 221.09 |
|
| EOG Resources (EOG) | 0.3 | $1.4M | -2% | 11k | 122.93 |
|
| Prudential Financial (PRU) | 0.3 | $1.3M | +84% | 11k | 121.10 |
|
| Hewlett Packard Enterprise (HPE) | 0.3 | $1.2M | +76% | 60k | 20.46 |
|
| At&t (T) | 0.3 | $1.2M | -3% | 54k | 22.00 |
|
| Cisco Systems (CSCO) | 0.3 | $1.2M | 22k | 53.22 |
|
|
| Verizon Communications (VZ) | 0.3 | $1.2M | -2% | 26k | 44.91 |
|
| Public Storage (PSA) | 0.3 | $1.2M | -2% | 3.2k | 363.82 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.2M | 7.2k | 162.06 |
|
|
| Amazon (AMZN) | 0.3 | $1.1M | +353% | 22k | 51.04 |
|
| Valero Energy Corporation (VLO) | 0.3 | $1.1M | +7% | 8.4k | 135.03 |
|
| Home Depot (HD) | 0.3 | $1.1M | -56% | 2.8k | 405.23 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.1M | -6% | 1.9k | 572.47 |
|
| Abbvie (ABBV) | 0.2 | $1.1M | 5.6k | 197.49 |
|
|
| Hp (HPQ) | 0.2 | $1.1M | +65% | 31k | 35.87 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.1M | NEW | 18k | 59.87 |
|
| Gilead Sciences (GILD) | 0.2 | $1.1M | 13k | 83.84 |
|
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | +212% | 4.1k | 261.65 |
|
| Merck & Co (MRK) | 0.2 | $1.0M | NEW | 9.1k | 113.56 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.0M | -2% | 6.2k | 165.84 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $1.0M | 25k | 41.77 |
|
|
| Chevron Corporation (CVX) | 0.2 | $1.0M | +10% | 7.0k | 147.28 |
|
| Best Buy (BBY) | 0.2 | $1.0M | +126% | 9.9k | 103.30 |
|
| Wells Fargo & Company (WFC) | 0.2 | $984k | NEW | 17k | 56.49 |
|
| Devon Energy Corporation (DVN) | 0.2 | $980k | +9% | 25k | 39.12 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $930k | NEW | 18k | 51.74 |
|
| Broadcom (AVGO) | 0.2 | $871k | +1483% | 5.1k | 172.49 |
|
| Paccar (PCAR) | 0.2 | $858k | +27% | 8.7k | 98.68 |
|
| MetLife (MET) | 0.2 | $845k | 10k | 82.48 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $844k | -6% | 14k | 62.06 |
|
| Simon Property (SPG) | 0.2 | $825k | 4.9k | 169.02 |
|
|
| ConocoPhillips (COP) | 0.2 | $818k | -42% | 7.8k | 105.29 |
|
| 3M Company (MMM) | 0.2 | $816k | NEW | 6.0k | 136.71 |
|
| Skyworks Solutions (SWKS) | 0.2 | $797k | 8.1k | 98.77 |
|
|
| Qualcomm (QCOM) | 0.2 | $796k | +28% | 4.7k | 170.04 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.2 | $795k | NEW | 15k | 51.96 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $777k | -5% | 5.5k | 142.27 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $776k | -3% | 3.7k | 210.88 |
|
| Paypal Holdings (PYPL) | 0.2 | $775k | NEW | 9.9k | 78.03 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $774k | -52% | 17k | 45.73 |
|
| Constellation Energy (CEG) | 0.2 | $762k | NEW | 2.9k | 260.02 |
|
| Phillips 66 (PSX) | 0.2 | $743k | +7% | 5.7k | 131.45 |
|
| SYSCO Corporation (SYY) | 0.2 | $742k | 9.5k | 78.06 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $710k | +67% | 5.3k | 133.59 |
|
| Paychex (PAYX) | 0.2 | $707k | +3% | 5.3k | 134.18 |
|
| Archer Daniels Midland Company (ADM) | 0.2 | $693k | +15% | 12k | 59.74 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.2 | $681k | +30% | 6.2k | 110.19 |
|
| Fifth Third Ban (FITB) | 0.2 | $680k | NEW | 16k | 42.84 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.2 | $672k | -14% | 49k | 13.65 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $669k | +2% | 7.0k | 95.90 |
|
| Darden Restaurants (DRI) | 0.2 | $664k | +29% | 4.0k | 164.13 |
|
| First Tr Exchange-traded Intermediate Dur (FIIG) | 0.2 | $664k | NEW | 31k | 21.37 |
|
| Principal Financial (PFG) | 0.1 | $663k | +25% | 7.7k | 85.90 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $661k | NEW | 5.1k | 130.55 |
|
| Vistra Energy (VST) | 0.1 | $654k | NEW | 5.5k | 118.53 |
|
| Omni (OMC) | 0.1 | $652k | +12% | 6.3k | 103.38 |
|
| Procter & Gamble Company (PG) | 0.1 | $644k | 3.7k | 173.20 |
|
|
| Progressive Corporation (PGR) | 0.1 | $639k | -3% | 2.5k | 253.76 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $635k | -18% | 717.00 | 886.07 |
|
| American Express Company (AXP) | 0.1 | $633k | -3% | 2.3k | 271.18 |
|
| T. Rowe Price (TROW) | 0.1 | $633k | -33% | 5.8k | 108.93 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $618k | -4% | 4.4k | 139.37 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $615k | +23% | 26k | 23.95 |
|
| CMS Energy Corporation (CMS) | 0.1 | $611k | NEW | 8.7k | 70.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $609k | -30% | 1.1k | 576.90 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $600k | NEW | 11k | 56.73 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $591k | NEW | 5.9k | 99.49 |
|
| Diamondback Energy (FANG) | 0.1 | $587k | -41% | 3.4k | 172.43 |
|
| Applied Materials (AMAT) | 0.1 | $575k | 2.8k | 202.08 |
|
|
| Citizens Financial (CFG) | 0.1 | $552k | -2% | 13k | 41.07 |
|
| Snap-on Incorporated (SNA) | 0.1 | $551k | NEW | 1.9k | 289.74 |
|
| ConAgra Foods (CAG) | 0.1 | $551k | NEW | 17k | 32.52 |
|
| Netflix (NFLX) | 0.1 | $533k | NEW | 752.00 | 709.27 |
|
| Oracle Corporation (ORCL) | 0.1 | $530k | +4% | 3.1k | 170.38 |
|
| Arch Cap Group Ord (ACGL) | 0.1 | $527k | NEW | 4.7k | 111.88 |
|
| Sandy Spring Ban (SASR) | 0.1 | $527k | 17k | 31.37 |
|
|
| International Paper Company (IP) | 0.1 | $526k | NEW | 11k | 48.85 |
|
| Packaging Corporation of America (PKG) | 0.1 | $518k | 2.4k | 215.41 |
|
|
| Voya Financial (VOYA) | 0.1 | $517k | NEW | 6.5k | 79.22 |
|
| Wp Carey (WPC) | 0.1 | $499k | NEW | 8.0k | 62.30 |
|
| Bunge Global Sa Com Shs (BG) | 0.1 | $497k | -27% | 5.1k | 96.64 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $496k | -3% | 3.0k | 162.93 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $494k | NEW | 2.5k | 198.60 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $486k | +18% | 9.2k | 52.81 |
|
| Williams-Sonoma (WSM) | 0.1 | $486k | +101% | 3.1k | 154.93 |
|
| Hartford Financial Services (HIG) | 0.1 | $481k | NEW | 4.1k | 117.61 |
|
| Virtu Finl Cl A (VIRT) | 0.1 | $480k | +37% | 16k | 30.46 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $471k | NEW | 1.0k | 449.63 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $469k | -2% | 12k | 38.07 |
|
| Cardinal Health (CAH) | 0.1 | $466k | -4% | 4.2k | 110.53 |
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| Host Hotels & Resorts (HST) | 0.1 | $465k | +11% | 26k | 17.60 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $462k | NEW | 9.0k | 51.45 |
|
| AmerisourceBergen (COR) | 0.1 | $460k | +2% | 2.0k | 225.13 |
|
| Advanced Micro Devices (AMD) | 0.1 | $456k | +17% | 2.8k | 164.08 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $455k | NEW | 13k | 36.38 |
|
| Gap (GAP) | 0.1 | $444k | +8% | 20k | 22.05 |
|
| Wk Kellogg Com Shs (KLG) | 0.1 | $440k | NEW | 26k | 17.11 |
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| Encana Corporation (OVV) | 0.1 | $432k | NEW | 11k | 38.31 |
|
| Western Union Company (WU) | 0.1 | $421k | +8% | 35k | 11.93 |
|
| CNA Financial Corporation (CNA) | 0.1 | $419k | -2% | 8.6k | 48.94 |
|
| Tapestry (TPR) | 0.1 | $419k | +31% | 8.9k | 46.98 |
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| NetApp (NTAP) | 0.1 | $416k | -3% | 3.4k | 123.50 |
|
| Steel Dynamics (STLD) | 0.1 | $415k | -3% | 3.3k | 126.09 |
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| Synchrony Financial (SYF) | 0.1 | $406k | -11% | 8.1k | 49.88 |
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| Nrg Energy Com New (NRG) | 0.1 | $398k | NEW | 4.4k | 91.10 |
|
| Watsco, Incorporated (WSO) | 0.1 | $397k | NEW | 807.00 | 491.89 |
|
| Interpublic Group of Companies (IPG) | 0.1 | $393k | +8% | 12k | 31.63 |
|
| American Financial (AFG) | 0.1 | $389k | -37% | 2.9k | 134.61 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $385k | -61% | 2.8k | 136.11 |
|
| Emcor (EME) | 0.1 | $379k | -2% | 879.00 | 430.62 |
|
| Cubesmart (CUBE) | 0.1 | $376k | +17% | 7.0k | 53.83 |
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| AGCO Corporation (AGCO) | 0.1 | $374k | -4% | 3.8k | 97.87 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $372k | -64% | 636.00 | 584.90 |
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| Ameriprise Financial (AMP) | 0.1 | $368k | NEW | 784.00 | 469.82 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $368k | -12% | 8.2k | 44.57 |
|
| CBOE Holdings (CBOE) | 0.1 | $367k | NEW | 1.8k | 204.90 |
|
| Pure Storage Cl A (PSTG) | 0.1 | $365k | NEW | 7.3k | 50.24 |
|
| Carlisle Companies (CSL) | 0.1 | $365k | NEW | 811.00 | 449.79 |
|
| Bath & Body Works In (BBWI) | 0.1 | $365k | NEW | 11k | 31.92 |
|
| East West Ban (EWBC) | 0.1 | $364k | +2% | 4.4k | 82.74 |
|
| Nortonlifelock (GEN) | 0.1 | $353k | NEW | 13k | 27.43 |
|
| Comfort Systems USA (FIX) | 0.1 | $351k | -2% | 900.00 | 390.35 |
|
| WisdomTree Investments (WT) | 0.1 | $344k | +3% | 35k | 9.99 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $342k | 1.7k | 200.85 |
|
|
| Old Republic International Corporation (ORI) | 0.1 | $339k | NEW | 9.6k | 35.42 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $335k | NEW | 1.5k | 217.87 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $328k | -12% | 1.5k | 225.73 |
|
| Everest Re Group (EG) | 0.1 | $327k | NEW | 833.00 | 391.92 |
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| Oneok (OKE) | 0.1 | $326k | NEW | 3.6k | 91.13 |
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| National Retail Properties (NNN) | 0.1 | $321k | NEW | 6.6k | 48.49 |
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| Marathon Digital Holdings In (MARA) | 0.1 | $321k | +7% | 20k | 16.22 |
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| Siriusxm Holdings Common Stock | 0.1 | $320k | NEW | 14k | 23.65 |
|
| First Horizon National Corporation (FHN) | 0.1 | $320k | +31% | 21k | 15.53 |
|
| Expedia Group Com New (EXPE) | 0.1 | $319k | -4% | 2.2k | 148.02 |
|
| Jabil Circuit (JBL) | 0.1 | $313k | -2% | 2.6k | 119.81 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $310k | +13% | 1.7k | 178.17 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $310k | 3.6k | 86.71 |
|
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| DaVita (DVA) | 0.1 | $307k | NEW | 1.9k | 163.93 |
|
| Dick's Sporting Goods (DKS) | 0.1 | $305k | -24% | 1.5k | 208.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $305k | +6% | 1.8k | 167.21 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $300k | NEW | 6.1k | 49.04 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $298k | +3% | 6.7k | 44.26 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $296k | -3% | 4.4k | 67.51 |
|
| Marathon Oil Corporation (MRO) | 0.1 | $296k | NEW | 11k | 26.63 |
|
| Ralph Lauren Corp Cl A (RL) | 0.1 | $295k | NEW | 1.5k | 193.89 |
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| Playtika Hldg Corp (PLTK) | 0.1 | $292k | NEW | 37k | 7.92 |
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| Equitable Holdings (EQH) | 0.1 | $286k | NEW | 6.8k | 42.03 |
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| Southern Company (SO) | 0.1 | $286k | NEW | 3.2k | 90.18 |
|
| Highwoods Properties (HIW) | 0.1 | $283k | NEW | 8.5k | 33.51 |
|
| Bank Ozk (OZK) | 0.1 | $283k | +31% | 6.6k | 42.99 |
|
| First Tr Exchange Traded Growth Strength (FTGS) | 0.1 | $280k | NEW | 9.0k | 31.22 |
|
| Hanover Insurance (THG) | 0.1 | $279k | NEW | 1.9k | 148.13 |
|
| Kohl's Corporation (KSS) | 0.1 | $276k | +46% | 13k | 21.10 |
|
| Synovus Finl Corp Com New (SNV) | 0.1 | $273k | -5% | 6.1k | 44.47 |
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| UGI Corporation (UGI) | 0.1 | $272k | NEW | 11k | 25.02 |
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| Docusign (DOCU) | 0.1 | $272k | 4.4k | 62.08 |
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| Manpower (MAN) | 0.1 | $272k | +9% | 3.7k | 73.51 |
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| A. O. Smith Corporation (AOS) | 0.1 | $270k | -2% | 3.0k | 89.82 |
|
| Zions Bancorporation (ZION) | 0.1 | $269k | -3% | 5.7k | 47.22 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.1 | $267k | NEW | 5.3k | 50.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $264k | -8% | 2.6k | 101.28 |
|
| First Tr Exchng Traded Fd Vi Multi Mgr Sml Cp (MMSC) | 0.1 | $264k | NEW | 13k | 20.58 |
|
| Lear Corp Com New (LEA) | 0.1 | $260k | NEW | 2.4k | 109.17 |
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| Nordstrom (JWN) | 0.1 | $259k | NEW | 12k | 22.49 |
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| Msc Indl Direct Cl A (MSM) | 0.1 | $258k | -40% | 3.0k | 86.07 |
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| Reynolds Consumer Prods (REYN) | 0.1 | $256k | 8.2k | 31.10 |
|
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $255k | +9% | 1.1k | 237.19 |
|
| Composecure Com Cl A (CMPO) | 0.1 | $255k | -10% | 18k | 14.02 |
|
| United Therapeutics Corporation (UTHR) | 0.1 | $254k | NEW | 709.00 | 358.35 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $254k | NEW | 6.8k | 37.20 |
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| Organon & Co Common Stock (OGN) | 0.1 | $251k | NEW | 13k | 19.13 |
|
| Adt (ADT) | 0.1 | $249k | NEW | 35k | 7.23 |
|
| Sonoco Products Company (SON) | 0.1 | $246k | +7% | 4.5k | 54.63 |
|
| Macy's (M) | 0.1 | $245k | -24% | 16k | 15.69 |
|
| Antero Midstream Corp antero midstream (AM) | 0.1 | $241k | +3% | 16k | 15.05 |
|
| Carter's (CRI) | 0.1 | $241k | -40% | 3.7k | 64.99 |
|
| Premier Cl A (PINC) | 0.1 | $239k | +7% | 12k | 20.00 |
|
| Lowe's Companies (LOW) | 0.1 | $237k | NEW | 875.00 | 270.90 |
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| Onemain Holdings (OMF) | 0.1 | $237k | 5.0k | 47.07 |
|
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| Evercore Class A (EVR) | 0.1 | $236k | -13% | 933.00 | 253.23 |
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| Crocs (CROX) | 0.1 | $236k | NEW | 1.6k | 144.81 |
|
| Visa Com Cl A (V) | 0.1 | $235k | -5% | 856.00 | 275.04 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $233k | +13% | 1.3k | 173.67 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $233k | NEW | 1.9k | 121.13 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $231k | 4.6k | 50.50 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $228k | -7% | 645.00 | 353.51 |
|
| Allison Transmission Hldngs I (ALSN) | 0.1 | $223k | NEW | 2.3k | 96.06 |
|
| F5 Networks (FFIV) | 0.1 | $222k | NEW | 1.0k | 220.20 |
|
| Kinder Morgan (KMI) | 0.0 | $217k | NEW | 9.8k | 22.09 |
|
| Technipfmc (FTI) | 0.0 | $216k | NEW | 8.2k | 26.23 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $216k | +2% | 1.3k | 165.38 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $213k | NEW | 2.0k | 107.44 |
|
| Skechers U S A Cl A (SKX) | 0.0 | $212k | NEW | 3.2k | 66.92 |
|
| Primerica (PRI) | 0.0 | $211k | NEW | 797.00 | 265.19 |
|
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.0 | $208k | 1.5k | 138.65 |
|
|
| Pegasystems (PEGA) | 0.0 | $207k | NEW | 2.8k | 73.09 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.0 | $206k | -49% | 10k | 20.38 |
|
| Ingredion Incorporated (INGR) | 0.0 | $205k | -58% | 1.5k | 137.47 |
|
| Arrow Electronics (ARW) | 0.0 | $205k | NEW | 1.5k | 132.83 |
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $150k | -2% | 48k | 3.13 |
|
| Bitfarms (BITF) | 0.0 | $148k | 70k | 2.11 |
|
|
| Canaan Sponsored Ads (CAN) | 0.0 | $131k | +3% | 130k | 1.01 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $90k | +2% | 18k | 5.12 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $89k | NEW | 10k | 8.74 |
|
| Pacific Biosciences of California (PACB) | 0.0 | $67k | +44% | 39k | 1.70 |
|
| 3-d Sys Corp Del Com New (DDD) | 0.0 | $60k | +49% | 21k | 2.84 |
|
| Kandi Technologies Group Usd Ord Shs (KNDI) | 0.0 | $54k | 26k | 2.06 |
|
Past Filings by Impact Partnership Wealth
SEC 13F filings are viewable for Impact Partnership Wealth going back to 2023
- Impact Partnership Wealth 2024 Q3 filed Oct. 22, 2024
- Impact Partnership Wealth 2024 Q2 filed Aug. 2, 2024
- 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