Imprint Wealth
Latest statistics and disclosures from Imprint Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, DYNF, VOO, NVDA, DIA, and represent 31.95% of Imprint Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPYM, IVE, DYNF, OEF, VMBS, BAI, GOVT, LQD, SYSB, THRO.
- Started 38 new stock positions in CRWV, MLM, DIS, ETR, SOLS, AZN, VXX, SPYH, ASML, BRK.B.
- Reduced shares in these 10 stocks: AAPL, NVDA, VOO, IVW, QUAL, GOOGL, IWB, META, DLN, MU.
- Sold out of its positions in T, ELV, ARGX, ANET, AstraZeneca, BP, BMY, BTI, CPB, CAH.
- Imprint Wealth was a net seller of stock by $-11M.
- Imprint Wealth has $21M in assets under management (AUM), dropping by -31.50%.
- Central Index Key (CIK): 0001972653
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Portfolio Holdings for Imprint Wealth
Imprint Wealth holds 307 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Street Spdr Portfolio S&p 500 Etf Etf (SPYM) | 9.2 | $2.0M | +28% | 25k | 80.22 |
|
| Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF) | 6.8 | $1.5M | +10% | 24k | 60.81 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 5.9 | $1.3M | -30% | 2.0k | 627.14 |
|
| Nvidia Corporation Stock (NVDA) | 5.0 | $1.1M | -37% | 5.8k | 186.50 |
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 5.0 | $1.1M | 2.2k | 480.57 |
|
|
| Apple Stock (AAPL) | 4.4 | $939k | -46% | 3.5k | 271.86 |
|
| Ishares S&p 100 Etf Etf (OEF) | 3.0 | $652k | +22% | 1.9k | 342.97 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.5 | $527k | -47% | 1.7k | 313.00 |
|
| Meta Platforms Inc Cl A Stock (META) | 2.4 | $503k | -44% | 762.00 | 660.09 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 2.3 | $485k | -51% | 2.4k | 198.62 |
|
| Ishares Russell 1000 Etf Etf (IWB) | 2.0 | $438k | -50% | 1.2k | 373.44 |
|
| Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) | 1.9 | $415k | -48% | 4.7k | 88.08 |
|
| Amazon Stock (AMZN) | 1.9 | $410k | -40% | 1.8k | 230.82 |
|
| Micron Technology Stock (MU) | 1.8 | $395k | -49% | 1.4k | 285.41 |
|
| Ishares A.i. Innovation And Tech Active Etf Etf (BAI) | 1.8 | $393k | +36% | 12k | 33.30 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 1.8 | $383k | -50% | 816.00 | 468.76 |
|
| Jpmorgan Chase & Co Stock (JPM) | 1.7 | $373k | -50% | 1.2k | 322.22 |
|
| Ishares U.s. Thematic Rotation Active Etf Etf (THRO) | 1.6 | $349k | +21% | 9.0k | 38.56 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 1.6 | $343k | -49% | 1.1k | 303.89 |
|
| Crh Plc Ord Stock (CRH) | 1.6 | $334k | -50% | 2.7k | 124.80 |
|
| Chevron Corporation Stock (CVX) | 1.4 | $291k | -46% | 1.9k | 152.41 |
|
| Genuine Parts Stock (GPC) | 1.3 | $283k | -50% | 2.3k | 122.96 |
|
| Walmart Stock (WMT) | 1.3 | $279k | -48% | 2.5k | 111.41 |
|
| Microsoft Corp Stock (MSFT) | 1.1 | $243k | -33% | 503.00 | 483.62 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 1.1 | $236k | -69% | 1.9k | 123.26 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 1.1 | $235k | +2357% | 1.1k | 212.07 |
|
| International Business Machs Stock (IBM) | 1.1 | $229k | -51% | 774.00 | 296.21 |
|
| Exxon Mobil Corp Stock (XOM) | 1.0 | $219k | -49% | 1.8k | 120.34 |
|
| Global X Defense Tech Etf Etf (SHLD) | 1.0 | $205k | +33% | 3.2k | 64.79 |
|
| Bank America Corp Stock (BAC) | 0.9 | $184k | -43% | 3.3k | 55.00 |
|
| Tesla Stock (TSLA) | 0.8 | $175k | -48% | 389.00 | 449.72 |
|
| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.8 | $164k | +79% | 1.5k | 110.19 |
|
| Mp Materials Corp Com Cl A Stock (MP) | 0.7 | $159k | -47% | 3.2k | 50.52 |
|
| Vanguard Mortgage-backed Securities Etf Etf (VMBS) | 0.6 | $130k | +420% | 2.8k | 47.08 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.6 | $129k | +178% | 5.6k | 23.02 |
|
| Ishares Flexible Income Active Etf Etf (BINC) | 0.5 | $116k | +58% | 2.2k | 52.77 |
|
| Eli Lilly & Co Stock (LLY) | 0.5 | $114k | -43% | 106.00 | 1074.68 |
|
| Kraneshares Csi China Internet Etf Etf (KWEB) | 0.5 | $109k | -50% | 3.2k | 34.05 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.5 | $107k | -50% | 487.00 | 219.78 |
|
| Immix Biopharma Stock (IMMX) | 0.5 | $105k | -70% | 20k | 5.23 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.5 | $104k | -45% | 182.00 | 570.88 |
|
| Proshares Ultra S&p 500 Etf (SSO) | 0.5 | $102k | -30% | 1.8k | 57.92 |
|
| State Street Spdr Portfolio Long Term Treasury Etf Etf (SPTL) | 0.4 | $90k | +105% | 3.4k | 26.47 |
|
| Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM) | 0.4 | $90k | +82% | 2.1k | 42.99 |
|
| Qualcomm Stock (QCOM) | 0.4 | $90k | -50% | 523.00 | 171.05 |
|
| Ge Aerospace Stock (GE) | 0.4 | $85k | -53% | 276.00 | 308.03 |
|
| Broadcom Stock (AVGO) | 0.4 | $83k | -12% | 240.00 | 346.10 |
|
| Ishares U.s. Industry Rotation Active Etf Etf (INRO) | 0.4 | $83k | -67% | 2.6k | 32.17 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.4 | $80k | +77% | 1.6k | 49.65 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.4 | $78k | -59% | 1.1k | 69.42 |
|
| Ishares Systematic Bond Etf Etf (SYSB) | 0.3 | $63k | NEW | 701.00 | 89.76 |
|
| Johnson & Johnson Stock (JNJ) | 0.3 | $60k | +13% | 290.00 | 206.95 |
|
| Ishares International Dividend Growth Etf Etf (IGRO) | 0.3 | $60k | -75% | 723.00 | 82.77 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.3 | $60k | -71% | 836.00 | 71.41 |
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.3 | $60k | +204% | 1.0k | 57.24 |
|
| Edwards Lifesciences Corp Stock (EW) | 0.3 | $59k | -50% | 697.00 | 85.25 |
|
| Abrdn Physical Silver Shares Etf Etf (SIVR) | 0.3 | $59k | +66% | 871.00 | 67.64 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.3 | $58k | +47% | 186.00 | 313.80 |
|
| Vanguard Total International Bond Etf Etf (BNDX) | 0.3 | $58k | +1027% | 1.2k | 48.32 |
|
| Spdr Gold Shares Etf (GLD) | 0.3 | $58k | -50% | 146.00 | 396.31 |
|
| Chubb Stock (CB) | 0.3 | $55k | -50% | 176.00 | 312.12 |
|
| Mcdonalds Corp Stock (MCD) | 0.2 | $53k | -12% | 173.00 | 305.63 |
|
| Freeport Mcmoran Inc Cl B Stock (FCX) | 0.2 | $53k | -50% | 1.0k | 50.79 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.2 | $53k | -67% | 982.00 | 53.76 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 0.2 | $49k | -68% | 434.00 | 113.92 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.2 | $49k | -68% | 79.00 | 614.30 |
|
| Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) | 0.2 | $42k | NEW | 722.00 | 58.12 |
|
| Smartstop Self Storag Reit Reit (SMA) | 0.2 | $39k | NEW | 1.3k | 30.94 |
|
| Hut 8 Corp Stock (HUT) | 0.2 | $38k | NEW | 836.00 | 45.94 |
|
| Ge Vernova Stock (GEV) | 0.2 | $38k | -50% | 58.00 | 653.57 |
|
| Coca Cola Stock (KO) | 0.2 | $38k | -27% | 541.00 | 69.91 |
|
| Vanguard Utilities Etf Etf (VPU) | 0.2 | $37k | 198.00 | 185.04 |
|
|
| Invesco Bulletshares 2027 High Yield Corporate Bond Etf Etf (BSJR) | 0.1 | $32k | NEW | 1.4k | 22.61 |
|
| Invesco Bulletshares 2028 High Yield Corporate Bond Etf Etf (BSJS) | 0.1 | $31k | NEW | 1.4k | 22.00 |
|
| Procter & Gamble Stock (PG) | 0.1 | $30k | -26% | 210.00 | 143.31 |
|
| Abbvie Stock (ABBV) | 0.1 | $29k | +56% | 125.00 | 228.49 |
|
| Eaton Corp Stock (ETN) | 0.1 | $28k | -13% | 89.00 | 318.51 |
|
| Visa Inc Com Cl A Stock (V) | 0.1 | $28k | -29% | 80.00 | 350.71 |
|
| Ishares International Dividend Active Etf Etf (BIDD) | 0.1 | $28k | -75% | 972.00 | 28.82 |
|
| Tjx Cos Stock (TJX) | 0.1 | $26k | -10% | 169.00 | 153.61 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $26k | -27% | 223.00 | 115.31 |
|
| Pepsico Stock (PEP) | 0.1 | $26k | -19% | 179.00 | 143.52 |
|
| Ishares High Yield Systematic Bond Etf Etf (HYDB) | 0.1 | $25k | +5% | 535.00 | 47.35 |
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $25k | 149.00 | 167.94 |
|
|
| Coreweave Inc Com Cl A Stock (CRWV) | 0.1 | $23k | NEW | 317.00 | 71.61 |
|
| American Express Stock (AXP) | 0.1 | $23k | -15% | 61.00 | 369.95 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.1 | $23k | -63% | 90.00 | 250.31 |
|
| Verizon Communications Stock (VZ) | 0.1 | $22k | -39% | 543.00 | 40.73 |
|
| Booking Holdings Stock (BKNG) | 0.1 | $21k | 4.00 | 5355.25 |
|
|
| Southern Stock (SO) | 0.1 | $21k | +144% | 244.00 | 87.20 |
|
| Texas Instrs Stock (TXN) | 0.1 | $21k | -8% | 121.00 | 173.49 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.1 | $21k | +125% | 36.00 | 579.44 |
|
| Wells Fargo & Co Stock (WFC) | 0.1 | $21k | -40% | 222.00 | 93.20 |
|
| Novartis Adr (NVS) | 0.1 | $21k | 150.00 | 137.87 |
|
|
| Rtx Corporation Stock (RTX) | 0.1 | $21k | -46% | 112.00 | 183.40 |
|
| Costco Wholesale Corporation Stock (COST) | 0.1 | $20k | -41% | 23.00 | 862.35 |
|
| Ishares Aaa Clo Active Etf Etf (CLOA) | 0.1 | $18k | -72% | 354.00 | 51.75 |
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.1 | $18k | 138.00 | 131.59 |
|
|
| Morgan Stanley Stock (MS) | 0.1 | $17k | NEW | 95.00 | 177.53 |
|
| Paychex Stock (PAYX) | 0.1 | $17k | 150.00 | 112.18 |
|
|
| Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) | 0.1 | $17k | 173.00 | 96.88 |
|
|
| Oracle Corp Stock (ORCL) | 0.1 | $17k | -53% | 85.00 | 194.91 |
|
| Ecolab Stock (ECL) | 0.1 | $17k | -7% | 63.00 | 262.52 |
|
| Disney Walt Stock (DIS) | 0.1 | $16k | NEW | 143.00 | 113.77 |
|
| Enbridge Stock (ENB) | 0.1 | $16k | -46% | 331.00 | 47.83 |
|
| Humacyte Stock (HUMA) | 0.1 | $16k | -13% | 16k | 0.96 |
|
| State Street Spdr S&p 500 Etf Etf (SPY) | 0.1 | $16k | 23.00 | 681.91 |
|
|
| First Trust Rising Dividend Achievers Etf Etf (RDVY) | 0.1 | $16k | 225.00 | 69.47 |
|
|
| Unitedhealth Group Stock (UNH) | 0.1 | $16k | -51% | 47.00 | 330.11 |
|
| Jpmorgan Core Plus Bond Etf Etf (JCPB) | 0.1 | $15k | -50% | 317.00 | 47.35 |
|
| Asml Hldg Nv N Y Registry Adr (ASML) | 0.1 | $15k | NEW | 14.00 | 1069.86 |
|
| Honeywell Intl Stock (HON) | 0.1 | $15k | -16% | 75.00 | 195.09 |
|
| Netflix Stock (NFLX) | 0.1 | $14k | +614% | 150.00 | 93.76 |
|
| State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.1 | $14k | -68% | 153.00 | 91.38 |
|
| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $14k | -36% | 131.00 | 106.70 |
|
| Progressive Corp Stock (PGR) | 0.1 | $14k | +3% | 60.00 | 227.72 |
|
| Linde Stock (LIN) | 0.1 | $14k | NEW | 32.00 | 426.38 |
|
| State Street Health Care Select Sector Spdr Etf Etf (XLV) | 0.1 | $14k | -80% | 88.00 | 154.80 |
|
| Ishares S&p Small-cap 600 Growth Etf Etf (IJT) | 0.1 | $13k | 95.00 | 141.16 |
|
|
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $13k | -39% | 51.00 | 258.78 |
|
| State Street Utilities Select Sector Spdr Etf Etf (XLU) | 0.1 | $13k | -54% | 308.00 | 42.69 |
|
| Nextera Energy Stock (NEE) | 0.1 | $13k | +80% | 162.00 | 80.28 |
|
| Schwab Charles Corp Stock (SCHW) | 0.1 | $13k | -73% | 128.00 | 99.91 |
|
| Lowes Cos Stock (LOW) | 0.1 | $13k | NEW | 53.00 | 241.15 |
|
| Ishares Convertible Bond Etf Etf (ICVT) | 0.1 | $13k | +300% | 128.00 | 98.50 |
|
| Intuit Stock (INTU) | 0.1 | $13k | -44% | 19.00 | 662.42 |
|
| First Trust Nasdaq Cybersecurity Etf Etf (CIBR) | 0.1 | $13k | 176.00 | 71.45 |
|
|
| Duke Energy Corp Stock (DUK) | 0.1 | $13k | -66% | 107.00 | 117.21 |
|
| State Street Consumer Staples Select Sector Spdr Etf Etf (XLP) | 0.1 | $12k | -77% | 159.00 | 77.68 |
|
| Stryker Corporation Stock (SYK) | 0.1 | $12k | +191% | 35.00 | 351.46 |
|
| State Street Materials Select Sector Spdr Etf Etf (XLB) | 0.1 | $12k | -55% | 270.00 | 45.35 |
|
| Medtronic Stock (MDT) | 0.1 | $12k | -60% | 127.00 | 96.06 |
|
| Cadence Design System Stock (CDNS) | 0.1 | $12k | -56% | 39.00 | 312.59 |
|
| State Street Real Estate Select Sector Spdr Etf Etf (XLRE) | 0.1 | $12k | -77% | 297.00 | 40.35 |
|
| Amphenol Corp Cl A Stock (APH) | 0.1 | $12k | -73% | 88.00 | 135.14 |
|
| T-mobile Us Stock (TMUS) | 0.1 | $12k | -40% | 57.00 | 203.04 |
|
| Emerson Elec Stock (EMR) | 0.1 | $11k | +2% | 86.00 | 132.72 |
|
| Resmed Stock (RMD) | 0.1 | $11k | -50% | 47.00 | 240.87 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $11k | -48% | 44.00 | 257.23 |
|
| Target Corp Stock (TGT) | 0.1 | $11k | -93% | 114.00 | 97.75 |
|
| Baxter Intl Stock (BAX) | 0.1 | $11k | -50% | 581.00 | 19.11 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $11k | -72% | 16.00 | 684.94 |
|
| Palo Alto Networks Stock (PANW) | 0.1 | $11k | -31% | 59.00 | 184.20 |
|
| Jpmorgan Mortgage-backed Securities Etf Etf (JMTG) | 0.0 | $10k | -50% | 201.00 | 51.06 |
|
| Howmet Aerospace Stock (HWM) | 0.0 | $10k | NEW | 50.00 | 205.02 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $10k | +1666% | 106.00 | 95.35 |
|
| Clorox Co Del Stock (CLX) | 0.0 | $10k | 100.00 | 100.83 |
|
|
| Martin Marietta Matls Stock (MLM) | 0.0 | $10k | NEW | 16.00 | 622.69 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $9.9k | -51% | 43.00 | 231.33 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $9.9k | -50% | 36.00 | 275.39 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $9.4k | -23% | 43.00 | 219.72 |
|
| S&p Global Stock (SPGI) | 0.0 | $9.4k | +38% | 18.00 | 522.61 |
|
| Ishares U.s. Medical Devices Etf Etf (IHI) | 0.0 | $9.3k | 150.00 | 62.15 |
|
|
| Nuveen S&p 500 Buy-write Incom Cef (BXMX) | 0.0 | $9.3k | -50% | 630.00 | 14.70 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $9.2k | -44% | 54.00 | 171.19 |
|
| Servicenow Stock (NOW) | 0.0 | $9.2k | +300% | 60.00 | 153.18 |
|
| Conocophillips Stock (COP) | 0.0 | $9.0k | -56% | 96.00 | 93.61 |
|
| Home Depot Stock (HD) | 0.0 | $8.9k | -68% | 26.00 | 344.12 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $8.9k | -13% | 165.00 | 53.83 |
|
| Cme Group Stock (CME) | 0.0 | $8.7k | -48% | 32.00 | 273.09 |
|
| Hilton Worldwide Hldgs Stock (HLT) | 0.0 | $8.6k | NEW | 30.00 | 287.27 |
|
| Jpmorgan Income Etf Etf (JPIE) | 0.0 | $8.6k | -73% | 186.00 | 46.29 |
|
| Trane Technologies Stock (TT) | 0.0 | $8.6k | NEW | 22.00 | 389.18 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $8.1k | -74% | 32.00 | 252.91 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $7.9k | -50% | 9.00 | 879.00 |
|
| Csx Corp Stock (CSX) | 0.0 | $7.8k | +2277% | 214.00 | 36.25 |
|
| First Trust Preferred Securities & Income Etf Etf (FPE) | 0.0 | $7.7k | 425.00 | 18.22 |
|
|
| Corning Stock (GLW) | 0.0 | $7.6k | -50% | 87.00 | 87.56 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.0 | $7.5k | NEW | 15.00 | 502.67 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $7.1k | -50% | 34.00 | 208.74 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $7.1k | -71% | 237.00 | 29.89 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.0 | $7.1k | 62.00 | 113.73 |
|
|
| Qnity Electronics Stock (Q) | 0.0 | $7.0k | NEW | 86.00 | 81.65 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $6.9k | -50% | 151.00 | 45.89 |
|
| Dupont De Nemours Stock (DD) | 0.0 | $6.9k | -50% | 172.00 | 40.20 |
|
| Travelers Companies Stock (TRV) | 0.0 | $6.7k | NEW | 23.00 | 290.04 |
|
| Agnico Eagle Mines Stock (AEM) | 0.0 | $6.6k | -65% | 39.00 | 169.54 |
|
| Abbott Labs Stock (ABT) | 0.0 | $6.5k | -54% | 52.00 | 125.29 |
|
| Blackrock Stock (BLK) | 0.0 | $6.4k | -50% | 6.00 | 1070.33 |
|
| Cisco Sys Stock (CSCO) | 0.0 | $6.3k | -70% | 82.00 | 77.02 |
|
| Williams Cos Stock (WMB) | 0.0 | $6.2k | -50% | 103.00 | 60.11 |
|
| Merck & Co Stock (MRK) | 0.0 | $6.1k | -75% | 58.00 | 105.26 |
|
| Waste Connections Stock (WCN) | 0.0 | $6.0k | +1600% | 34.00 | 175.35 |
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.0 | $5.6k | -50% | 64.00 | 87.16 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $5.5k | -68% | 45.00 | 122.73 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $5.5k | -73% | 45.00 | 121.76 |
|
| Boeing Stock (BA) | 0.0 | $5.2k | +1100% | 24.00 | 217.12 |
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $5.2k | -72% | 23.00 | 225.39 |
|
| Simon Ppty Group Reit (SPG) | 0.0 | $5.2k | -65% | 28.00 | 185.11 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.0 | $5.2k | +18% | 76.00 | 68.11 |
|
| Vulcan Matls Stock (VMC) | 0.0 | $5.1k | NEW | 18.00 | 285.22 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $5.1k | -69% | 32.00 | 160.41 |
|
| Fair Isaac Corp Stock (FICO) | 0.0 | $5.1k | -70% | 3.00 | 1690.67 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $5.1k | -50% | 211.00 | 24.02 |
|
| Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) | 0.0 | $4.8k | 97.00 | 49.15 |
|
|
| Old Dominion Freight Line Stock (ODFL) | 0.0 | $4.7k | NEW | 30.00 | 156.80 |
|
| Becton Dickinson & Co Stock (BDX) | 0.0 | $4.7k | -81% | 24.00 | 194.08 |
|
| Analog Devices Stock (ADI) | 0.0 | $4.6k | -50% | 17.00 | 271.18 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $4.6k | -28% | 23.00 | 199.70 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $4.6k | -56% | 17.00 | 268.29 |
|
| Sanofi Sa Adr (SNY) | 0.0 | $4.6k | -52% | 94.00 | 48.46 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.0 | $4.5k | -68% | 5.00 | 906.40 |
|
| Autodesk Stock (ADSK) | 0.0 | $4.4k | -50% | 15.00 | 296.00 |
|
| Intercontinental Exchange Stock (ICE) | 0.0 | $4.4k | +1250% | 27.00 | 161.96 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $4.4k | -70% | 9.00 | 483.67 |
|
| Jpmorgan Municipal Etf Etf (JMUB) | 0.0 | $4.3k | -93% | 85.00 | 50.51 |
|
| Tractor Supply Stock (TSCO) | 0.0 | $4.3k | -63% | 85.00 | 50.01 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $4.2k | -18% | 13.00 | 324.00 |
|
| Air Products And Chemicals Stock (APD) | 0.0 | $4.2k | -68% | 17.00 | 247.00 |
|
| Mrp Synthequity Etf Etf (SNTH) | 0.0 | $4.2k | -50% | 151.00 | 27.69 |
|
| Astrazeneca Plc Ord Adr (AZN) | 0.0 | $4.1k | NEW | 45.00 | 91.93 |
|
| Entergy Corp Stock (ETR) | 0.0 | $4.1k | NEW | 44.00 | 92.43 |
|
| Dow Hldgs Stock (DOW) | 0.0 | $4.0k | -50% | 171.00 | 23.38 |
|
| Ishares Global Tech Etf Etf (IXN) | 0.0 | $4.0k | 38.00 | 105.00 |
|
|
| Kkr & Co Stock (KKR) | 0.0 | $4.0k | -72% | 31.00 | 127.48 |
|
| Distillate Us Fundamental Stability & Value Etf Etf (DSTL) | 0.0 | $3.8k | -43% | 65.00 | 58.91 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $3.8k | -70% | 28.00 | 135.71 |
|
| Invesco S&p 500 High Beta Etf Etf (SPHB) | 0.0 | $3.7k | 32.00 | 116.97 |
|
|
| Occidental Pete Corp Stock (OXY) | 0.0 | $3.7k | -79% | 91.00 | 41.12 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.0 | $3.6k | -71% | 29.00 | 125.83 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $3.6k | -68% | 19.00 | 188.05 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $3.6k | -80% | 45.00 | 79.36 |
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.0 | $3.6k | -50% | 37.00 | 96.16 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $3.5k | NEW | 129.00 | 27.49 |
|
| Marvell Technology Stock (MRVL) | 0.0 | $3.5k | -75% | 41.00 | 84.98 |
|
| American Tower Corp Reit (AMT) | 0.0 | $3.3k | NEW | 19.00 | 175.58 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $3.3k | -90% | 31.00 | 107.10 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.0 | $3.3k | -70% | 12.00 | 275.17 |
|
| Baker Hughes Company Cl A Stock (BKR) | 0.0 | $3.2k | -50% | 71.00 | 45.54 |
|
| Ares Management Corporation Cl A Com Stk Stock (ARES) | 0.0 | $3.2k | -71% | 20.00 | 161.65 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $3.2k | -50% | 7.00 | 453.43 |
|
| Adobe Stock (ADBE) | 0.0 | $3.2k | -50% | 9.00 | 350.00 |
|
| Rockwell Automation Stock (ROK) | 0.0 | $3.1k | -50% | 8.00 | 389.12 |
|
| Equinix Reit (EQIX) | 0.0 | $3.1k | -60% | 4.00 | 766.25 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $3.0k | -49% | 36.00 | 84.22 |
|
| Carrier Global Corporation Stock (CARR) | 0.0 | $2.9k | -69% | 55.00 | 52.84 |
|
| Datadog Inc Cl A Stock (DDOG) | 0.0 | $2.9k | -71% | 21.00 | 136.00 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $2.8k | -68% | 5.00 | 566.40 |
|
| Southstate Bk Corp Stock (SSB) | 0.0 | $2.8k | 30.00 | 94.10 |
|
|
| Cooper Cos Stock (COO) | 0.0 | $2.8k | -80% | 34.00 | 81.97 |
|
| Marsh & Mclennan Cos Stock | 0.0 | $2.8k | NEW | 15.00 | 185.53 |
|
| Danaher Corporation Stock (DHR) | 0.0 | $2.7k | -76% | 12.00 | 228.92 |
|
| Uber Technologies Stock (UBER) | 0.0 | $2.7k | -89% | 33.00 | 81.70 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $2.7k | -76% | 7.00 | 383.29 |
|
| Roper Technologies Stock (ROP) | 0.0 | $2.7k | -78% | 6.00 | 445.17 |
|
| Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) | 0.0 | $2.6k | NEW | 140.00 | 18.84 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $2.5k | -45% | 24.00 | 105.46 |
|
| Verisk Analytics Stock (VRSK) | 0.0 | $2.5k | -65% | 11.00 | 223.73 |
|
| Kla Corp Stock (KLAC) | 0.0 | $2.4k | -80% | 2.00 | 1215.00 |
|
| Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) | 0.0 | $2.3k | NEW | 113.00 | 20.60 |
|
| Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) | 0.0 | $2.3k | NEW | 117.00 | 19.74 |
|
| Eqt Corp Stock (EQT) | 0.0 | $2.3k | NEW | 42.00 | 53.60 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.0 | $2.2k | -82% | 22.00 | 101.68 |
|
| General Mills Stock (GIS) | 0.0 | $2.2k | -79% | 47.00 | 46.51 |
|
| Dicks Sporting Goods Stock (DKS) | 0.0 | $2.2k | -50% | 11.00 | 198.00 |
|
| Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA) | 0.0 | $2.1k | -51% | 44.00 | 48.09 |
|
| Ferguson Enterprises Stock (FERG) | 0.0 | $2.0k | NEW | 9.00 | 222.67 |
|
| Bjs Whsl Club Hldgs Stock (BJ) | 0.0 | $2.0k | NEW | 22.00 | 90.05 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $1.9k | -71% | 52.00 | 37.00 |
|
| International Paper Stock (IP) | 0.0 | $1.9k | NEW | 47.00 | 39.38 |
|
| Atmos Energy Corp Stock (ATO) | 0.0 | $1.8k | -72% | 11.00 | 167.64 |
|
| Dynatrace Stock (DT) | 0.0 | $1.8k | -75% | 42.00 | 43.33 |
|
| Neos S&p 500 Hedged Equity Income Etf Etf (SPYH) | 0.0 | $1.8k | NEW | 33.00 | 55.09 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $1.7k | -83% | 17.00 | 99.76 |
|
| Schwab U.s. Large-cap Value Etf Etf (SCHV) | 0.0 | $1.7k | -50% | 57.00 | 29.61 |
|
| Caseys Gen Stores Stock (CASY) | 0.0 | $1.7k | -70% | 3.00 | 552.67 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 0.0 | $1.6k | -92% | 10.00 | 161.00 |
|
| Lennar Corp Cl A Stock (LEN) | 0.0 | $1.5k | NEW | 15.00 | 102.80 |
|
| Snowflake Stock (SNOW) | 0.0 | $1.5k | -68% | 7.00 | 219.43 |
|
| Equifax Stock (EFX) | 0.0 | $1.5k | -73% | 7.00 | 217.00 |
|
| Republic Svcs Stock (RSG) | 0.0 | $1.5k | -70% | 7.00 | 212.00 |
|
| Nasdaq Stock (NDAQ) | 0.0 | $1.5k | -76% | 15.00 | 97.13 |
|
| Fastenal Stock (FAST) | 0.0 | $1.4k | -70% | 36.00 | 40.14 |
|
| Snap On Stock (SNA) | 0.0 | $1.4k | -71% | 4.00 | 344.50 |
|
| Watsco Stock (WSO) | 0.0 | $1.3k | -66% | 4.00 | 337.00 |
|
| Steris Plc Shs Usd Stock (STE) | 0.0 | $1.3k | -68% | 5.00 | 253.60 |
|
| Ipath Series B S&p 500 Vix Short-term Futures Etn Etf (VXX) | 0.0 | $1.2k | NEW | 47.00 | 26.47 |
|
| Samsara Inc Com Cl A Stock (IOT) | 0.0 | $1.2k | -30% | 35.00 | 35.46 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 0.0 | $1.2k | -50% | 25.00 | 46.56 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $1.2k | -77% | 2.00 | 580.50 |
|
| Corteva Stock (CTVA) | 0.0 | $1.1k | -77% | 17.00 | 67.06 |
|
| Access Treasury 0-1 Year Etf Etf (GBIL) | 0.0 | $1.1k | -50% | 11.00 | 99.91 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.0 | $1.1k | -66% | 6.00 | 182.50 |
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.0 | $1.1k | -50% | 9.00 | 119.33 |
|
| Thomson Reuters Corp Stock (TRI) | 0.0 | $1.1k | -69% | 8.00 | 131.88 |
|
| Pimco Enhanced Low Duration Active Etf Etf (LDUR) | 0.0 | $1.1k | -50% | 11.00 | 95.91 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $1.0k | -69% | 8.00 | 130.50 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.0 | $941.000200 | -50% | 14.00 | 67.21 |
|
| The Trade Desk Inc Com Cl A Stock (TTD) | 0.0 | $910.999200 | -78% | 24.00 | 37.96 |
|
| Broadridge Finl Solutions Stock (BR) | 0.0 | $893.000000 | -77% | 4.00 | 223.25 |
|
| Ishares Short Duration High Yield Muni Active Etf Etf (SHYM) | 0.0 | $889.000000 | -92% | 40.00 | 22.23 |
|
| Solstice Advanced Matls Stock (SOLS) | 0.0 | $874.000800 | NEW | 18.00 | 48.56 |
|
| Eog Res Stock (EOG) | 0.0 | $840.000000 | -69% | 8.00 | 105.00 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $738.999900 | -78% | 3.00 | 246.33 |
|
| State Street Spdr S&p Metals & Mining Etf Etf (XME) | 0.0 | $724.999800 | -50% | 7.00 | 103.57 |
|
| Schwab U.s. Large-cap Growth Etf Etf (SCHG) | 0.0 | $652.000000 | -50% | 20.00 | 32.60 |
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.0 | $630.999600 | -50% | 12.00 | 52.58 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $500.000000 | -69% | 8.00 | 62.50 |
|
| Pool Corp Stock (POOL) | 0.0 | $458.000000 | -75% | 2.00 | 229.00 |
|
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 0.0 | $300.000000 | -50% | 6.00 | 50.00 |
|
| Vanguard Mid-cap Etf Etf (VO) | 0.0 | $290.000000 | 1.00 | 290.00 |
|
|
| Vanguard Small-cap Etf Etf (VB) | 0.0 | $258.000000 | 1.00 | 258.00 |
|
|
| Goldman Sachs Physical Gold Etf Etf (AAAU) | 0.0 | $255.000000 | -82% | 6.00 | 42.50 |
|
| Gartner Stock (IT) | 0.0 | $252.000000 | -95% | 1.00 | 252.00 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $243.999900 | -50% | 3.00 | 81.33 |
|
| Ishares U.s. Aerospace & Defense Etf Etf (ITA) | 0.0 | $215.000000 | NEW | 1.00 | 215.00 |
|
| Ishares Mbs Etf Etf (MBB) | 0.0 | $95.000000 | -50% | 1.00 | 95.00 |
|
Past Filings by Imprint Wealth
SEC 13F filings are viewable for Imprint Wealth going back to 2023
- Imprint Wealth 2025 Q4 filed Feb. 17, 2026
- Imprint Wealth 2025 Q3 filed Nov. 14, 2025
- Imprint Wealth 2024 Q1 filed May 10, 2024
- Imprint Wealth 2023 Q4 filed Jan. 30, 2024
- Imprint Wealth 2023 Q3 filed Nov. 15, 2023
- Imprint Wealth 2023 Q2 restated filed Aug. 17, 2023
- Imprint Wealth 2023 Q2 filed Aug. 15, 2023
- Imprint Wealth 2023 Q1 filed May 15, 2023