Impact Partnership Wealth
Latest statistics and disclosures from Impact Partnership Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, QQQ, VGK, SPMD, PRSD, and represent 33.67% of Impact Partnership Wealth's stock portfolio.
- Added to shares of these 10 stocks: BIL (+$138M), PRSD (+$35M), XLC (+$24M), VUG (+$19M), XLF (+$8.9M), XLK (+$5.2M), SPMD, TRV, LNG, TGT.
- Started 136 new stock positions in SPCX, SIRI, RRC, ADT, GTLB, EXE, JEPI, KDP, VRNS, CRWV.
- Reduced shares in these 10 stocks: QQQ (-$29M), VGK (-$21M), SPEM (-$13M), SPSM (-$10M), SPTS (-$9.7M), SPY (-$7.3M), SPTI (-$7.3M), SPSB (-$5.1M), , SGOV.
- Sold out of its positions in AEP, AFG, COR, APP, BBY, SAM, CI, CVS, COF, CAH.
- Impact Partnership Wealth was a net buyer of stock by $180M.
- Impact Partnership Wealth has $1.0B in assets under management (AUM), dropping by 27.04%.
- Central Index Key (CIK): 0001984555
Tip: Access up to 7 years of quarterly data
Positions held by Impact Partnership Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Impact Partnership Wealth
Impact Partnership Wealth holds 439 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 15.0 | $155M | +803% | 1.7M | 91.64 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.4 | $56M | -33% | 76k | 736.40 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 5.1 | $52M | -28% | 588k | 88.54 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 4.5 | $47M | +6% | 688k | 67.56 |
|
| Ssga Active Tr St St Sh Du Etf (PRSD) | 3.6 | $37M | +1328% | 1.5M | 25.04 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.2 | $32M | -8% | 149k | 217.93 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 2.7 | $28M | -31% | 536k | 51.78 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $25M | +309% | 288k | 86.14 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 2.3 | $24M | +11803% | 224k | 107.13 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $21M | +4% | 56k | 368.38 |
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 1.9 | $19M | -33% | 664k | 29.01 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.8 | $19M | -35% | 326k | 57.67 |
|
| Spdr Series Trust St Inter Etf (SPTI) | 1.7 | $17M | -29% | 612k | 28.39 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.6 | $17M | +111% | 315k | 53.61 |
|
| Ishares Tr Mbs Etf (MBB) | 1.5 | $15M | +13% | 163k | 94.52 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 1.4 | $14M | +8% | 358k | 39.75 |
|
| Apple (AAPL) | 1.4 | $14M | 48k | 289.36 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $11M | -39% | 15k | 746.76 |
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.9 | $9.6M | -34% | 321k | 30.01 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.9 | $9.4M | +125% | 49k | 190.52 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.8 | $8.4M | -34% | 84k | 100.64 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.8 | $7.9M | +7% | 499k | 15.88 |
|
| NVIDIA Corporation (NVDA) | 0.7 | $7.0M | -6% | 35k | 200.09 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.6 | $6.0M | -31% | 229k | 26.23 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.6 | $5.9M | -26% | 176k | 33.46 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.6 | $5.7M | -33% | 52k | 109.43 |
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.5 | $5.4M | -30% | 229k | 23.44 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.5M | +14% | 13k | 357.37 |
|
| Microsoft Corporation (MSFT) | 0.4 | $4.4M | +9% | 12k | 373.01 |
|
| Tesla Motors (TSLA) | 0.4 | $4.1M | +11% | 9.8k | 420.60 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $4.0M | -35% | 42k | 96.44 |
|
| Bondbloxx Etf Trust Priva Cr Clo Etf (PCMM) | 0.4 | $4.0M | +42% | 80k | 49.88 |
|
| Amazon (AMZN) | 0.4 | $3.9M | +5% | 17k | 238.34 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.4 | $3.9M | -8% | 144k | 27.24 |
|
| Broadcom (AVGO) | 0.4 | $3.6M | +2% | 9.6k | 377.74 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.6M | +5% | 4.8k | 748.87 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.3 | $3.1M | +29% | 131k | 23.42 |
|
| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 0.3 | $3.0M | +29% | 63k | 48.51 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.3 | $3.0M | +30% | 64k | 47.35 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $3.0M | -31% | 31k | 96.43 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.3 | $3.0M | +32% | 74k | 40.26 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.9M | +5% | 2.4k | 1199.25 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.3 | $2.9M | +30% | 111k | 26.42 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $2.9M | +31% | 142k | 20.37 |
|
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $2.9M | +32% | 64k | 44.75 |
|
| Micron Technology (MU) | 0.3 | $2.9M | +80% | 2.5k | 1154.34 |
|
| Progressive Corporation (PGR) | 0.3 | $2.8M | +37% | 13k | 218.45 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.3 | $2.8M | -3% | 25k | 110.35 |
|
| ConocoPhillips (COP) | 0.3 | $2.7M | +22% | 26k | 103.96 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $2.7M | +36% | 64k | 42.41 |
|
| Meta Platforms Cl A (META) | 0.3 | $2.6M | +20% | 4.7k | 563.32 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.2 | $2.5M | +28% | 48k | 52.95 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.5M | +29% | 49k | 50.49 |
|
| Target Corporation (TGT) | 0.2 | $2.4M | +375% | 18k | 130.61 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.2 | $2.4M | +27% | 45k | 52.34 |
|
| Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) | 0.2 | $2.3M | +27% | 45k | 51.91 |
|
| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.2 | $2.3M | +33% | 58k | 40.29 |
|
| McKesson Corporation (MCK) | 0.2 | $2.3M | +173% | 3.1k | 755.59 |
|
| EOG Resources (EOG) | 0.2 | $2.3M | +451% | 18k | 129.73 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $2.2M | +33% | 84k | 26.52 |
|
| Chubb (CB) | 0.2 | $2.2M | +27% | 6.5k | 340.74 |
|
| Travelers Companies (TRV) | 0.2 | $2.2M | NEW | 6.6k | 330.11 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.2 | $2.2M | +25% | 44k | 49.81 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $2.1M | +24% | 42k | 51.05 |
|
| Ishares Jp Mrgn Em Hi Bd (EMHY) | 0.2 | $2.1M | +31% | 53k | 40.67 |
|
| Iqvia Holdings (IQV) | 0.2 | $2.1M | +750% | 11k | 193.23 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $2.1M | +28% | 43k | 49.55 |
|
| Jabil Circuit (JBL) | 0.2 | $2.1M | 5.5k | 385.48 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $2.1M | +17% | 8.0k | 260.45 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $2.1M | +58% | 17k | 124.44 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.1M | +303% | 36k | 57.62 |
|
| Allstate Corporation (ALL) | 0.2 | $2.0M | +12% | 8.6k | 237.95 |
|
| T. Rowe Price (TROW) | 0.2 | $2.0M | +43% | 18k | 113.69 |
|
| Home Depot (HD) | 0.2 | $2.0M | +35% | 5.7k | 352.66 |
|
| Paypal Holdings (PYPL) | 0.2 | $2.0M | +475% | 47k | 43.18 |
|
| Cheniere Energy Com New (LNG) | 0.2 | $2.0M | NEW | 8.4k | 239.02 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.2 | $2.0M | -29% | 9.6k | 206.19 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.2 | $2.0M | +27% | 39k | 50.58 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.2 | $2.0M | +27% | 39k | 50.15 |
|
| Anglogold Ashanti Com Shs (AU) | 0.2 | $2.0M | +89% | 24k | 80.89 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.2 | $2.0M | +29% | 72k | 27.33 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.9M | -46% | 17k | 113.26 |
|
| Chesapeake Energy Corp (EXE) | 0.2 | $1.8M | NEW | 20k | 91.19 |
|
| Amgen (AMGN) | 0.2 | $1.8M | +88% | 4.9k | 362.10 |
|
| International Business Machines (IBM) | 0.2 | $1.8M | +38% | 6.3k | 281.20 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.8M | +5% | 3.0k | 580.94 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $1.7M | +8% | 19k | 87.88 |
|
| Incyte Corporation (INCY) | 0.2 | $1.7M | +14% | 15k | 113.36 |
|
| Ubiquiti (UI) | 0.2 | $1.7M | NEW | 3.1k | 534.03 |
|
| Expedia Group Com New (EXPE) | 0.2 | $1.6M | +16% | 6.4k | 255.87 |
|
| Arch Cap Group Ord (ACGL) | 0.2 | $1.6M | +10% | 17k | 97.06 |
|
| Intuit (INTU) | 0.2 | $1.6M | NEW | 6.2k | 261.01 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $1.6M | +21% | 17k | 93.40 |
|
| Tapestry (TPR) | 0.2 | $1.6M | NEW | 11k | 146.38 |
|
| Hartford Financial Services (HIG) | 0.2 | $1.6M | +11% | 12k | 132.52 |
|
| Cincinnati Financial Corporation (CINF) | 0.2 | $1.6M | +10% | 8.7k | 185.15 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.6M | +13% | 48k | 33.29 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.6M | +26% | 7.7k | 205.02 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $1.5M | +354% | 21k | 70.53 |
|
| Devon Energy Corporation (DVN) | 0.1 | $1.5M | NEW | 36k | 41.32 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.5M | +35% | 10k | 146.63 |
|
| Synchrony Financial (SYF) | 0.1 | $1.5M | +11% | 19k | 76.05 |
|
| First Tr Exchange-traded Intl Equity Opp (FPXI) | 0.1 | $1.5M | +9% | 17k | 83.74 |
|
| Technipfmc (FTI) | 0.1 | $1.4M | +11% | 22k | 66.30 |
|
| Comfort Systems USA (FIX) | 0.1 | $1.4M | -6% | 721.00 | 1981.95 |
|
| Chevron Corporation (CVX) | 0.1 | $1.4M | +96% | 8.6k | 165.75 |
|
| Abbvie (ABBV) | 0.1 | $1.4M | +236% | 5.5k | 251.64 |
|
| SYNNEX Corporation (SNX) | 0.1 | $1.3M | -15% | 5.0k | 267.32 |
|
| Coherent Corp (COHR) | 0.1 | $1.3M | +6% | 3.3k | 394.41 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $1.3M | +9% | 7.0k | 188.34 |
|
| Marvell Technology (MRVL) | 0.1 | $1.3M | +3% | 4.4k | 297.91 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | -11% | 5.1k | 253.98 |
|
| Snap-on Incorporated (SNA) | 0.1 | $1.3M | NEW | 3.2k | 402.45 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.3M | 2.5k | 500.35 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.3M | +89% | 2.5k | 509.53 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.3M | 1.8k | 686.77 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $1.2M | +20% | 104k | 11.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | +16% | 11k | 116.67 |
|
| Everest Re Group (EG) | 0.1 | $1.2M | +18% | 3.4k | 357.26 |
|
| Pepsi (PEP) | 0.1 | $1.2M | +45% | 8.8k | 135.40 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | +15% | 8.1k | 146.54 |
|
| Old Republic International Corporation (ORI) | 0.1 | $1.2M | +47% | 29k | 40.92 |
|
| CF Industries Holdings (CF) | 0.1 | $1.1M | +5% | 11k | 108.26 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.1M | +66% | 1.5k | 763.14 |
|
| Evercore Class A (EVR) | 0.1 | $1.1M | +15% | 3.2k | 341.45 |
|
| Emcor (EME) | 0.1 | $1.1M | NEW | 1.3k | 829.89 |
|
| Cisco Systems (CSCO) | 0.1 | $1.1M | +17% | 9.1k | 117.45 |
|
| Mueller Industries (MLI) | 0.1 | $1.1M | +11% | 8.6k | 122.93 |
|
| BorgWarner (BWA) | 0.1 | $1.1M | NEW | 16k | 66.40 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $1.1M | +16% | 3.3k | 316.91 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.0M | +26% | 3.2k | 327.36 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.0M | +94% | 3.4k | 302.96 |
|
| Us Bancorp Com New (USB) | 0.1 | $1.0M | 17k | 60.40 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $1.0M | +15% | 3.3k | 309.95 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UMAR) | 0.1 | $1.0M | +8% | 24k | 42.25 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $1.0M | NEW | 15k | 69.65 |
|
| Iridium Communications (IRDM) | 0.1 | $1.0M | NEW | 19k | 54.85 |
|
| Deckers Outdoor Corporation (DECK) | 0.1 | $1.0M | NEW | 10k | 99.29 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $978k | -12% | 18k | 53.47 |
|
| First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $970k | 47k | 20.86 |
|
|
| Qualcomm (QCOM) | 0.1 | $969k | -64% | 5.2k | 184.78 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $966k | +42% | 10k | 96.58 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $963k | +15% | 25k | 38.73 |
|
| Verizon Communications (VZ) | 0.1 | $942k | +62% | 22k | 42.34 |
|
| Fortinet (FTNT) | 0.1 | $923k | +20% | 6.0k | 153.62 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $914k | +54% | 6.6k | 137.75 |
|
| First American Financial (FAF) | 0.1 | $912k | NEW | 13k | 68.59 |
|
| Merck & Co (MRK) | 0.1 | $899k | +52% | 7.0k | 128.51 |
|
| Apa Corporation (APA) | 0.1 | $886k | +7% | 27k | 32.57 |
|
| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.1 | $886k | -6% | 36k | 24.88 |
|
| Palo Alto Networks (PANW) | 0.1 | $879k | +37% | 2.6k | 341.05 |
|
| McDonald's Corporation (MCD) | 0.1 | $878k | +227% | 3.2k | 270.33 |
|
| Assurant (AIZ) | 0.1 | $875k | +29% | 3.3k | 268.54 |
|
| Medpace Hldgs (MEDP) | 0.1 | $870k | +15% | 1.6k | 529.59 |
|
| RBB F/m Us Treasury (TBIL) | 0.1 | $869k | -7% | 17k | 49.86 |
|
| National Fuel Gas (NFG) | 0.1 | $869k | NEW | 11k | 77.21 |
|
| SEI Investments Company (SEIC) | 0.1 | $864k | +40% | 9.9k | 87.71 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $861k | +11% | 2.9k | 298.11 |
|
| Abbott Laboratories (ABT) | 0.1 | $857k | NEW | 9.5k | 90.74 |
|
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.1 | $856k | +12% | 34k | 25.52 |
|
| Maplebear (CART) | 0.1 | $846k | +21% | 18k | 47.35 |
|
| Millrose Pptys Com Cl A (MRP) | 0.1 | $844k | NEW | 28k | 30.05 |
|
| Align Technology (ALGN) | 0.1 | $838k | -10% | 5.0k | 168.66 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $833k | -39% | 19k | 45.11 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.1 | $829k | NEW | 12k | 69.98 |
|
| Toro Company (TTC) | 0.1 | $829k | NEW | 8.5k | 97.42 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $826k | +10% | 6.9k | 118.99 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) | 0.1 | $822k | 20k | 42.08 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $820k | NEW | 9.8k | 83.58 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $804k | +9% | 13k | 60.79 |
|
| Philip Morris International (PM) | 0.1 | $794k | +61% | 4.4k | 180.91 |
|
| Murphy Usa (MUSA) | 0.1 | $792k | NEW | 1.5k | 538.87 |
|
| Oshkosh Corporation (OSK) | 0.1 | $791k | NEW | 5.2k | 153.47 |
|
| Boeing Company (BA) | 0.1 | $789k | +4% | 3.6k | 216.49 |
|
| Illumina (ILMN) | 0.1 | $774k | -60% | 4.4k | 175.85 |
|
| Dillards Cl A (DDS) | 0.1 | $774k | +9% | 1.5k | 528.42 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $770k | +5% | 11k | 71.25 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
|
|
| First Tr Exchange-traded Inter Grade Etf (FIIG) | 0.1 | $749k | -6% | 36k | 20.71 |
|
| Medtronic SHS (MDT) | 0.1 | $738k | +76% | 9.4k | 78.23 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $738k | +43% | 3.0k | 245.28 |
|
| Illinois Tool Works (ITW) | 0.1 | $736k | NEW | 2.7k | 270.43 |
|
| Landstar System (LSTR) | 0.1 | $735k | -12% | 3.6k | 206.80 |
|
| Coca-Cola Company (KO) | 0.1 | $735k | +13% | 9.0k | 81.27 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $731k | NEW | 15k | 49.82 |
|
| Public Storage (PSA) | 0.1 | $729k | +194% | 2.3k | 318.25 |
|
| Range Resources (RRC) | 0.1 | $728k | NEW | 20k | 37.19 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.1 | $727k | NEW | 4.5k | 161.56 |
|
| Hanover Insurance (THG) | 0.1 | $726k | +14% | 3.4k | 214.13 |
|
| Caterpillar (CAT) | 0.1 | $722k | +10% | 678.00 | 1065.30 |
|
| Automatic Data Processing (ADP) | 0.1 | $722k | +41% | 3.2k | 223.93 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $716k | -2% | 8.6k | 82.84 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.1 | $713k | -26% | 11k | 68.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $710k | -6% | 2.0k | 353.27 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $710k | +25% | 9.1k | 78.27 |
|
| Schneider National CL B (SNDR) | 0.1 | $704k | +3% | 19k | 36.53 |
|
| Etsy (ETSY) | 0.1 | $704k | NEW | 9.3k | 75.33 |
|
| Rockwell Automation (ROK) | 0.1 | $699k | +22% | 1.4k | 495.25 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $689k | +129% | 8.5k | 81.06 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $688k | +81% | 28k | 24.55 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $687k | +101% | 6.3k | 109.77 |
|
| Lattice Semiconductor (LSCC) | 0.1 | $678k | +18% | 4.4k | 152.96 |
|
| Western Union Company (WU) | 0.1 | $674k | +32% | 88k | 7.70 |
|
| Intel Corporation (INTC) | 0.1 | $673k | NEW | 4.8k | 139.63 |
|
| Bondbloxx Etf Trust Ir M Tax Aware (TXXI) | 0.1 | $669k | 13k | 50.85 |
|
|
| Datadog Cl A Com (DDOG) | 0.1 | $669k | +15% | 2.6k | 260.41 |
|
| Gentex Corporation (GNTX) | 0.1 | $661k | NEW | 26k | 25.27 |
|
| MGIC Investment (MTG) | 0.1 | $658k | +27% | 23k | 28.20 |
|
| DV (DV) | 0.1 | $657k | NEW | 61k | 10.84 |
|
| eBay (EBAY) | 0.1 | $654k | 5.9k | 111.75 |
|
|
| Rubrik Cl A (RBRK) | 0.1 | $650k | +44% | 8.1k | 80.28 |
|
| Yeti Hldgs (YETI) | 0.1 | $648k | +12% | 13k | 49.56 |
|
| Simon Property (SPG) | 0.1 | $637k | NEW | 2.8k | 223.67 |
|
| Rli (RLI) | 0.1 | $634k | 11k | 59.07 |
|
|
| Ambarella SHS (AMBA) | 0.1 | $634k | +38% | 7.4k | 85.80 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $629k | NEW | 10k | 62.72 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $624k | +36% | 12k | 50.39 |
|
| Cognex Corporation (CGNX) | 0.1 | $623k | +20% | 8.6k | 72.42 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $621k | 1.4k | 433.40 |
|
|
| S&p Global (SPGI) | 0.1 | $617k | 1.5k | 407.28 |
|
|
| Block Cl A (XYZ) | 0.1 | $611k | +22% | 8.0k | 76.00 |
|
| Janus Henderson Group Ord Shs | 0.1 | $605k | NEW | 12k | 51.95 |
|
| Tetra Tech (TTEK) | 0.1 | $602k | +44% | 21k | 28.89 |
|
| Chewy Cl A (CHWY) | 0.1 | $592k | NEW | 30k | 19.65 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $591k | NEW | 3.5k | 170.86 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $590k | +24% | 7.2k | 82.11 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $588k | NEW | 18k | 32.73 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.1 | $585k | NEW | 52k | 11.31 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $584k | +69% | 11k | 54.38 |
|
| Versant Media Group Com Cl A (VSNT) | 0.1 | $580k | +5% | 16k | 36.01 |
|
| Kinsale Cap Group (KNSL) | 0.1 | $575k | +27% | 1.7k | 329.72 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $575k | +9% | 1.1k | 501.36 |
|
| Cirrus Logic (CRUS) | 0.1 | $574k | -6% | 3.9k | 148.53 |
|
| Consolidated Edison (ED) | 0.1 | $557k | +60% | 5.0k | 110.63 |
|
| Ringcentral Cl A (RNG) | 0.1 | $552k | NEW | 14k | 38.98 |
|
| Citizens Financial (CFG) | 0.1 | $551k | +54% | 7.9k | 70.07 |
|
| Cadence Design Systems (CDNS) | 0.1 | $549k | +30% | 1.5k | 375.32 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $548k | +96% | 4.1k | 133.26 |
|
| Paychex (PAYX) | 0.1 | $548k | +54% | 5.6k | 98.32 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $543k | +25% | 1.1k | 513.60 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $542k | -17% | 3.9k | 137.53 |
|
| Hexcel Corporation (HXL) | 0.1 | $542k | +34% | 5.4k | 100.06 |
|
| Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.1 | $538k | +8% | 15k | 36.48 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $534k | +114% | 2.8k | 191.75 |
|
| FormFactor (FORM) | 0.1 | $534k | +17% | 3.3k | 159.93 |
|
| FTI Consulting (FCN) | 0.1 | $534k | NEW | 3.6k | 149.01 |
|
| Ford Motor Company (F) | 0.1 | $534k | +33% | 38k | 13.90 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $532k | +16% | 6.5k | 81.50 |
|
| AvalonBay Communities (AVB) | 0.1 | $515k | NEW | 2.7k | 188.69 |
|
| First Tr Exchange-traded Growth Strength (FTGS) | 0.1 | $514k | -8% | 14k | 37.00 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $511k | NEW | 6.7k | 76.40 |
|
| Extra Space Storage (EXR) | 0.0 | $511k | +56% | 3.5k | 145.31 |
|
| Primerica (PRI) | 0.0 | $510k | NEW | 1.8k | 284.20 |
|
| Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) | 0.0 | $507k | +36% | 6.9k | 74.04 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $506k | +26% | 13k | 38.34 |
|
| FirstEnergy (FE) | 0.0 | $506k | +64% | 11k | 47.54 |
|
| ExlService Holdings (EXLS) | 0.0 | $501k | +15% | 19k | 25.86 |
|
| Hershey Company (HSY) | 0.0 | $498k | NEW | 2.8k | 175.45 |
|
| Servicenow (NOW) | 0.0 | $496k | +47% | 5.0k | 99.28 |
|
| Pegasystems (PEGA) | 0.0 | $496k | +21% | 17k | 29.97 |
|
| Unity Software (U) | 0.0 | $493k | +57% | 17k | 28.58 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $493k | +325% | 4.0k | 124.17 |
|
| Key (KEY) | 0.0 | $492k | +54% | 21k | 23.05 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $489k | +44% | 2.0k | 249.98 |
|
| M&T Bank Corporation (MTB) | 0.0 | $487k | NEW | 2.0k | 237.98 |
|
| Teradata Corporation (TDC) | 0.0 | $478k | -45% | 14k | 34.65 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $478k | +38% | 3.3k | 146.19 |
|
| Union Pacific Corporation (UNP) | 0.0 | $475k | +13% | 1.7k | 272.00 |
|
| Nutanix Cl A (NTNX) | 0.0 | $474k | +35% | 9.3k | 50.96 |
|
| PPG Industries (PPG) | 0.0 | $468k | NEW | 3.9k | 121.29 |
|
| Amcor Com New (AMCR) | 0.0 | $464k | +76% | 11k | 43.35 |
|
| Smurfit Westrock SHS (SW) | 0.0 | $462k | NEW | 10k | 46.26 |
|
| Samsara Com Cl A (IOT) | 0.0 | $460k | +37% | 14k | 32.43 |
|
| A10 Networks (ATEN) | 0.0 | $456k | +15% | 12k | 37.36 |
|
| Synopsys (SNPS) | 0.0 | $447k | +39% | 1.0k | 446.07 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $446k | NEW | 1.2k | 369.91 |
|
| Wec Energy Group (WEC) | 0.0 | $444k | 3.8k | 116.78 |
|
|
| First Solar (FSLR) | 0.0 | $436k | -74% | 1.8k | 235.96 |
|
| General Mills (GIS) | 0.0 | $435k | NEW | 13k | 34.80 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.0 | $432k | -3% | 8.4k | 51.37 |
|
| Tenable Hldgs (TENB) | 0.0 | $431k | NEW | 12k | 36.88 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $430k | +13% | 2.3k | 189.73 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $430k | -3% | 8.5k | 50.74 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $429k | +17% | 1.4k | 303.17 |
|
| MKS Instruments (MKSI) | 0.0 | $422k | NEW | 950.00 | 444.67 |
|
| UnitedHealth (UNH) | 0.0 | $418k | -58% | 1.0k | 415.73 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.0 | $415k | -10% | 9.6k | 43.14 |
|
| Clearway Energy CL C (CWEN) | 0.0 | $414k | NEW | 12k | 34.18 |
|
| Omni (OMC) | 0.0 | $413k | NEW | 5.7k | 72.83 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $409k | -26% | 1.8k | 227.00 |
|
| CNA Financial Corporation (CNA) | 0.0 | $409k | +72% | 8.4k | 48.61 |
|
| Franklin Resources (BEN) | 0.0 | $404k | NEW | 12k | 33.27 |
|
| Watsco, Incorporated (WSO) | 0.0 | $401k | +71% | 963.00 | 416.63 |
|
| Innovator Etfs Trust Us Equt Bufr Aug (BAUG) | 0.0 | $399k | 7.5k | 53.61 |
|
|
| Penske Automotive (PAG) | 0.0 | $398k | NEW | 2.2k | 178.92 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $394k | +40% | 2.7k | 148.29 |
|
| Emerson Electric (EMR) | 0.0 | $393k | +22% | 2.7k | 143.17 |
|
| Lowe's Companies (LOW) | 0.0 | $390k | -11% | 1.8k | 220.55 |
|
| Host Hotels & Resorts (HST) | 0.0 | $388k | -64% | 16k | 23.71 |
|
| Varonis Sys (VRNS) | 0.0 | $383k | NEW | 9.1k | 41.96 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $381k | +9% | 4.0k | 95.44 |
|
| F5 Networks (FFIV) | 0.0 | $380k | +22% | 914.00 | 415.96 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $378k | NEW | 2.8k | 136.95 |
|
| Tractor Supply Company (TSCO) | 0.0 | $378k | NEW | 12k | 31.61 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $377k | +16% | 6.2k | 61.23 |
|
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $375k | -64% | 8.0k | 47.16 |
|
| Nextpower Class A Com (NXT) | 0.0 | $373k | +27% | 3.1k | 119.14 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $372k | +3% | 398.00 | 935.25 |
|
| First Tr Exchange Traded Nasdq Semcndtr (FTXL) | 0.0 | $371k | NEW | 1.3k | 284.95 |
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $369k | +53% | 6.5k | 57.02 |
|
| Onto Innovation (ONTO) | 0.0 | $368k | NEW | 972.00 | 378.45 |
|
| Merchants Bancorp Ind (MBIN) | 0.0 | $366k | -49% | 7.3k | 50.00 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $364k | +14% | 4.0k | 90.10 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $353k | NEW | 4.6k | 77.11 |
|
| Qualys (QLYS) | 0.0 | $351k | NEW | 2.6k | 137.49 |
|
| Bank of America Corporation (BAC) | 0.0 | $350k | NEW | 6.1k | 57.17 |
|
| Sentinelone Cl A (S) | 0.0 | $350k | +35% | 21k | 16.97 |
|
| Itron (ITRI) | 0.0 | $350k | +51% | 4.0k | 86.53 |
|
| Gitlab Class A Com (GTLB) | 0.0 | $349k | NEW | 11k | 30.53 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $347k | NEW | 7.7k | 45.34 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $345k | NEW | 722.00 | 477.90 |
|
| EnerSys (ENS) | 0.0 | $342k | NEW | 1.5k | 233.78 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $341k | +27% | 3.4k | 98.98 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $340k | +95% | 6.4k | 53.11 |
|
| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.0 | $339k | +9% | 9.3k | 36.60 |
|
| Southern Company (SO) | 0.0 | $337k | NEW | 3.5k | 95.70 |
|
| Veracyte (VCYT) | 0.0 | $335k | NEW | 5.7k | 58.73 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $329k | +3% | 1.4k | 236.60 |
|
| Oge Energy Corp (OGE) | 0.0 | $324k | NEW | 6.7k | 48.66 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $322k | 14k | 22.78 |
|
|
| EastGroup Properties (EGP) | 0.0 | $318k | NEW | 1.6k | 202.49 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $317k | +7% | 3.6k | 89.20 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $316k | NEW | 11k | 29.54 |
|
| Hancock Holding Company (HWC) | 0.0 | $315k | 4.2k | 74.72 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $315k | -7% | 3.4k | 93.93 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $314k | 63k | 4.99 |
|
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $312k | NEW | 3.5k | 89.85 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $309k | +3% | 1.8k | 170.14 |
|
| Skyworks Solutions (SWKS) | 0.0 | $309k | NEW | 4.6k | 67.81 |
|
| Zions Bancorporation (ZION) | 0.0 | $309k | NEW | 4.5k | 69.19 |
|
| Thor Finl Technologies Tr Index Rotation (THIR) | 0.0 | $308k | 8.9k | 34.50 |
|
|
| Brixmor Prty (BRX) | 0.0 | $304k | NEW | 9.6k | 31.53 |
|
| Analog Devices (ADI) | 0.0 | $304k | +11% | 765.00 | 397.39 |
|
| Air Products & Chemicals (APD) | 0.0 | $303k | +7% | 1.0k | 293.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $300k | NEW | 5.0k | 59.69 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $299k | +8% | 869.00 | 343.99 |
|
| Ge Aerospace Com New (GE) | 0.0 | $299k | +4% | 799.00 | 373.56 |
|
| Smartstop Self Storag Reit I Common Stock (SMA) | 0.0 | $297k | 9.1k | 32.50 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $294k | NEW | 9.3k | 31.71 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $294k | +28% | 592.00 | 496.77 |
|
| Northern Lts Fd Tr Iv Brookstone Grwth (BAMG) | 0.0 | $291k | 6.4k | 45.28 |
|
|
| Gilead Sciences (GILD) | 0.0 | $287k | -83% | 2.3k | 126.34 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $283k | NEW | 5.0k | 56.48 |
|
| Southstate Bk Corp (SSB) | 0.0 | $283k | NEW | 2.8k | 99.90 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $278k | NEW | 2.8k | 99.55 |
|
| Sempra Energy (SRE) | 0.0 | $273k | 2.9k | 92.70 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $273k | NEW | 137.00 | 1989.44 |
|
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.0 | $272k | -3% | 1.3k | 217.22 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $271k | NEW | 1.7k | 158.07 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $269k | -39% | 4.4k | 60.67 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.0 | $269k | NEW | 8.8k | 30.71 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $266k | -9% | 9.6k | 27.70 |
|
| Cubesmart (CUBE) | 0.0 | $265k | NEW | 6.7k | 39.77 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $264k | +430% | 9.6k | 27.41 |
|
| Northern Lts Fd Tr Iv Broo Valu St Etf (BAMV) | 0.0 | $264k | +16% | 7.5k | 35.17 |
|
| Innovator Etfs Trust Us Eqt Ultra Bf (UAPR) | 0.0 | $262k | 7.5k | 35.11 |
|
|
| Corsair Gaming (CRSR) | 0.0 | $261k | +20% | 27k | 9.67 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $260k | NEW | 1.7k | 154.52 |
|
| Teradyne (TER) | 0.0 | $259k | NEW | 536.00 | 483.91 |
|
| Pfizer (PFE) | 0.0 | $259k | +3% | 11k | 24.08 |
|
| Ameren Corporation (AEE) | 0.0 | $256k | +2% | 2.3k | 113.04 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $254k | NEW | 2.3k | 109.52 |
|
| Sonoco Products Company (SON) | 0.0 | $254k | NEW | 4.5k | 56.35 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $246k | NEW | 4.6k | 53.26 |
|
| Nve Corp Com New (NVEC) | 0.0 | $246k | NEW | 2.4k | 104.55 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $246k | NEW | 1.3k | 185.26 |
|
| Ge Vernova (GEV) | 0.0 | $243k | NEW | 207.00 | 1175.14 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $243k | NEW | 2.5k | 96.49 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $243k | NEW | 3.0k | 80.57 |
|
| N-able Common Stock (NABL) | 0.0 | $241k | +77% | 66k | 3.67 |
|
| Reynolds Consumer Prods (REYN) | 0.0 | $241k | NEW | 9.0k | 26.85 |
|
| Bank Ozk (OZK) | 0.0 | $241k | NEW | 4.6k | 52.09 |
|
| Nextera Energy (NEE) | 0.0 | $240k | NEW | 2.7k | 87.76 |
|
| Norfolk Southern (NSC) | 0.0 | $240k | 762.00 | 314.59 |
|
|
| First Tr Exchange Traded First Trust S&p (KNGZ) | 0.0 | $240k | NEW | 6.0k | 40.07 |
|
| Ea Series Trust Burney Us Fctr (BRNY) | 0.0 | $239k | NEW | 4.1k | 58.20 |
|
| First Hawaiian (FHB) | 0.0 | $239k | NEW | 8.1k | 29.30 |
|
| Onemain Holdings (OMF) | 0.0 | $238k | NEW | 3.9k | 60.96 |
|
| Pool Corporation (POOL) | 0.0 | $236k | NEW | 1.1k | 214.91 |
|
| Bath & Body Works In (BBWI) | 0.0 | $232k | NEW | 10k | 23.13 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $231k | -57% | 1.8k | 126.55 |
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $230k | NEW | 5.9k | 38.96 |
|
| Visa Com Cl A (V) | 0.0 | $229k | -16% | 668.00 | 343.32 |
|
| Gap (GAP) | 0.0 | $229k | NEW | 12k | 18.68 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $229k | +24% | 34k | 6.82 |
|
| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 0.0 | $227k | NEW | 850.00 | 266.71 |
|
| Columbia Banking System (COLB) | 0.0 | $226k | NEW | 7.0k | 32.05 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $225k | NEW | 2.7k | 82.64 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $223k | +18% | 2.8k | 79.42 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $223k | NEW | 2.5k | 88.61 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $222k | NEW | 333.00 | 666.90 |
|
| Thor Industries (THO) | 0.0 | $221k | NEW | 2.9k | 75.16 |
|
| F.N.B. Corporation (FNB) | 0.0 | $221k | NEW | 12k | 19.08 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $219k | NEW | 3.5k | 62.11 |
|
| Wells Fargo & Company (WFC) | 0.0 | $218k | NEW | 2.6k | 82.65 |
|
| Pilgrim's Pride Corporation (PPC) | 0.0 | $217k | NEW | 7.7k | 28.11 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $216k | 4.8k | 45.52 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $216k | NEW | 3.7k | 58.20 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $213k | NEW | 1.3k | 168.54 |
|
| WisdomTree Investments (WT) | 0.0 | $212k | +4% | 13k | 16.94 |
|
| Rex American Resources (REX) | 0.0 | $210k | NEW | 4.7k | 45.15 |
|
| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.0 | $209k | NEW | 4.6k | 45.64 |
|
| LKQ Corporation (LKQ) | 0.0 | $209k | NEW | 7.9k | 26.33 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $209k | NEW | 385.00 | 541.83 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $208k | NEW | 4.0k | 52.58 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $207k | NEW | 1.8k | 114.29 |
|
| Franklin Templeton Etf Tr Putna Stk Etf (PGRI) | 0.0 | $206k | NEW | 7.5k | 27.57 |
|
| ConAgra Foods (CAG) | 0.0 | $206k | NEW | 15k | 13.46 |
|
| First Tr Exchange-traded Finls Alphadex (FXO) | 0.0 | $206k | NEW | 3.3k | 62.46 |
|
| Albertsons Companies Common Stock (ACI) | 0.0 | $205k | NEW | 15k | 13.53 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $203k | NEW | 4.7k | 43.18 |
|
| Msc Indl Direct Cl A (MSM) | 0.0 | $201k | NEW | 1.7k | 118.97 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $201k | NEW | 4.4k | 46.15 |
|
| Prosperity Bancshares (PB) | 0.0 | $200k | NEW | 2.7k | 73.02 |
|
| Nov (NOV) | 0.0 | $198k | NEW | 11k | 18.55 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $198k | NEW | 19k | 10.57 |
|
| Adt (ADT) | 0.0 | $197k | NEW | 30k | 6.50 |
|
| Playtika Hldg Corp (PLTK) | 0.0 | $180k | +42% | 48k | 3.72 |
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $167k | +46% | 17k | 9.68 |
|
| Huntsman Corporation (HUN) | 0.0 | $150k | NEW | 14k | 10.62 |
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $150k | 14k | 10.50 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $109k | +2% | 11k | 9.81 |
|
| Barings Bdc (BBDC) | 0.0 | $104k | 12k | 8.52 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.0 | $79k | +3% | 22k | 3.67 |
|
| Exodus Movement Com Cl A (EXOD) | 0.0 | $76k | +45% | 15k | 5.17 |
|
| Exp World Holdings Inc equities | 0.0 | $56k | NEW | 10k | 5.41 |
|
| Kandi Technologies Group Usd Ord Shs (KNDI) | 0.0 | $18k | 26k | 0.71 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $13k | 14k | 0.95 |
|
|
| Cardiol Therapeutics Com Cl A (CRDL) | 0.0 | $12k | 11k | 1.06 |
|
Past Filings by Impact Partnership Wealth
SEC 13F filings are viewable for Impact Partnership Wealth going back to 2023
- Impact Partnership Wealth 2026 Q2 filed July 29, 2026
- Impact Partnership Wealth 2026 Q1 filed April 23, 2026
- Impact Partnership Wealth 2025 Q4 filed Feb. 10, 2026
- Impact Partnership Wealth 2025 Q3 filed Nov. 3, 2025
- Impact Partnership Wealth 2025 Q2 filed Aug. 4, 2025
- Impact Partnership Wealth 2025 Q1 filed May 5, 2025
- Impact Partnership Wealth 2024 Q4 filed Jan. 21, 2025
- 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