Imprint Wealth

Latest statistics and disclosures from Imprint Wealth's latest quarterly 13F-HR filing:

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Positions held by Imprint Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Imprint Wealth

Imprint Wealth holds 303 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 6.7 $28M NEW 113k 243.30
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Microsoft Corporation (MSFT) 4.6 $19M +238% 45k 424.57
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Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $15M NEW 56k 259.70
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Apple (AAPL) 3.3 $14M +446% 81k 170.03
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NVIDIA Corporation (NVDA) 3.0 $13M +1293% 14k 903.66
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.9 $12M +525% 25k 480.07
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Amazon (AMZN) 2.8 $11M +183% 63k 180.97
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.9 $7.9M NEW 204k 38.73
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Home Depot (HD) 1.8 $7.4M +141% 20k 368.03
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JPMorgan Chase & Co. (JPM) 1.6 $6.8M +172% 34k 198.94
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Ishares Tr Core S&p500 Etf (IVV) 1.6 $6.5M NEW 13k 524.88
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Exxon Mobil Corporation (XOM) 1.6 $6.5M +7% 55k 116.99
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $6.3M +896% 15k 420.20
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $5.0M NEW 9.7k 522.18
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Alphabet Cap Stk Cl C (GOOG) 1.2 $4.8M +374% 30k 156.50
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Meta Platforms Cl A (META) 1.1 $4.4M NEW 9.0k 491.35
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Vanguard Index Fds Growth Etf (VUG) 1.0 $4.2M +541% 12k 344.26
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Visa Com Cl A (V) 1.0 $4.1M NEW 15k 278.28
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Abbvie (ABBV) 1.0 $3.9M +32% 22k 180.76
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Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $3.8M NEW 32k 120.53
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Chevron Corporation (CVX) 0.9 $3.8M +35% 24k 159.08
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $3.6M +204% 39k 92.80
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Adobe Systems Incorporated (ADBE) 0.9 $3.6M NEW 7.1k 502.09
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Vanguard Index Fds Mid Cap Etf (VO) 0.8 $3.4M NEW 14k 248.25
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Wal-Mart Stores (WMT) 0.8 $3.4M +616% 56k 60.00
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Truist Financial Corp equities (TFC) 0.8 $3.3M 87k 38.37
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Caterpillar (CAT) 0.8 $3.3M +37% 9.1k 363.74
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Bank of America Corporation (BAC) 0.8 $3.3M +35% 87k 37.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.3M +338% 7.3k 444.94
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Eli Lilly & Co. (LLY) 0.8 $3.3M +210% 4.3k 760.60
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $3.1M NEW 39k 80.14
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Merck & Co (MRK) 0.7 $3.1M +99% 23k 130.99
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Johnson & Johnson (JNJ) 0.7 $3.0M +32% 19k 157.78
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Alps Etf Tr Alerian Mlp (AMLP) 0.7 $2.9M NEW 62k 47.49
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Procter & Gamble Company (PG) 0.7 $2.9M +65% 18k 160.58
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Spdr Gold Tr Gold Shs (GLD) 0.6 $2.6M NEW 13k 207.82
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Southern Company (SO) 0.6 $2.6M +30% 36k 71.10
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International Business Machines (IBM) 0.6 $2.5M +309% 13k 189.83
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Verizon Communications (VZ) 0.6 $2.4M +44% 56k 42.28
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $2.3M NEW 38k 61.98
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McDonald's Corporation (MCD) 0.5 $2.3M +50% 8.1k 280.23
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $2.2M +69% 24k 91.42
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.5 $2.1M NEW 26k 81.82
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.5 $2.1M NEW 21k 100.68
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Genuine Parts Company (GPC) 0.5 $2.0M 13k 154.28
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Waste Management (WM) 0.5 $1.9M +8% 9.0k 212.92
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Nextera Energy (NEE) 0.5 $1.9M +50% 30k 63.38
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Cisco Systems (CSCO) 0.5 $1.9M +31% 37k 50.04
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.9M NEW 5.5k 339.17
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General Electric Com New (GE) 0.4 $1.8M +165% 11k 175.35
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Coca-Cola Company (KO) 0.4 $1.8M +18% 30k 60.68
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.4 $1.8M 38k 48.06
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Pepsi (PEP) 0.4 $1.8M +16% 11k 172.99
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $1.8M +306% 12k 146.47
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Walt Disney Company (DIS) 0.4 $1.8M NEW 15k 121.53
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Intel Corporation (INTC) 0.4 $1.8M +14% 39k 44.52
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.7M +174% 11k 155.49
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Pfizer (PFE) 0.4 $1.6M +20% 59k 27.72
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Mastercard Incorporated Cl A (MA) 0.4 $1.6M NEW 3.4k 478.35
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UnitedHealth (UNH) 0.4 $1.6M +234% 3.3k 489.74
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $1.6M +48% 4.0k 395.33
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Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.4 $1.6M NEW 29k 53.91
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Duke Energy Corp Com New (DUK) 0.4 $1.5M +33% 16k 96.07
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $1.5M NEW 27k 58.09
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Phillips 66 (PSX) 0.4 $1.5M 9.1k 163.34
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.5M NEW 26k 57.27
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SYSCO Corporation (SYY) 0.4 $1.5M 18k 80.57
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Vanguard Index Fds Value Etf (VTV) 0.4 $1.5M +151% 8.9k 162.22
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Select Sector Spdr Tr Technology (XLK) 0.4 $1.4M +504% 6.9k 208.85
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Emerson Electric (EMR) 0.3 $1.4M +21% 13k 113.54
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First Tr Exchange-traded Limited Duration (FSIG) 0.3 $1.4M 76k 18.73
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.4M +248% 29k 47.96
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Automatic Data Processing (ADP) 0.3 $1.3M +15% 5.3k 245.31
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $1.3M NEW 18k 72.78
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Select Sector Spdr Tr Indl (XLI) 0.3 $1.3M +460% 10k 124.99
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At&t (T) 0.3 $1.3M +97% 74k 17.50
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Goldman Sachs (GS) 0.3 $1.3M NEW 3.1k 413.51
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.3 $1.3M NEW 28k 46.18
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Abbott Laboratories (ABT) 0.3 $1.3M +5% 11k 112.09
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Novo-nordisk A S Adr (NVO) 0.3 $1.2M NEW 9.7k 127.55
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ConocoPhillips (COP) 0.3 $1.2M +42% 9.0k 128.68
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.2M NEW 10k 115.02
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $1.1M NEW 19k 60.89
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.3 $1.1M NEW 17k 67.18
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Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.1M NEW 14k 79.52
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Ishares Tr Select Divid Etf (DVY) 0.3 $1.1M NEW 9.1k 122.31
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $1.1M NEW 21k 53.02
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General Dynamics Corporation (GD) 0.3 $1.1M +20% 3.6k 291.51
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Welltower Inc Com reit (WELL) 0.3 $1.1M 11k 91.99
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $1.0M NEW 19k 55.83
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.0M NEW 27k 38.86
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Linde SHS (LIN) 0.2 $1.0M +2% 2.2k 463.40
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Altria (MO) 0.2 $978k +28% 23k 43.22
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Amgen (AMGN) 0.2 $961k +140% 3.4k 283.01
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $958k NEW 12k 80.96
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Carvana Cl A (CVNA) 0.2 $944k +19% 11k 86.79
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $932k NEW 3.6k 258.33
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $921k +66% 11k 84.57
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Pacer Fds Tr Wealthshield (PWS) 0.2 $897k 31k 29.37
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Enbridge (ENB) 0.2 $872k +3% 24k 35.83
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $858k +96% 4.7k 182.52
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $854k NEW 3.6k 234.49
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Mondelez Intl Cl A (MDLZ) 0.2 $850k +2% 12k 69.76
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $843k NEW 3.7k 226.63
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $843k +202% 11k 76.31
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Philip Morris International (PM) 0.2 $833k +13% 9.1k 91.44
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Qualcomm (QCOM) 0.2 $819k +7% 4.8k 171.71
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.2 $801k NEW 9.0k 89.00
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Freeport-mcmoran CL B (FCX) 0.2 $791k +40% 17k 47.33
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United Parcel Service CL B (UPS) 0.2 $782k +13% 5.3k 147.63
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Kimberly-Clark Corporation (KMB) 0.2 $771k +7% 6.0k 128.80
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $763k NEW 15k 49.79
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $763k NEW 8.6k 88.42
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Ishares Tr Us Infrastruc (IFRA) 0.2 $762k NEW 18k 43.11
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Costco Wholesale Corporation (COST) 0.2 $752k +79% 1.0k 721.00
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American Electric Power Company (AEP) 0.2 $746k 8.8k 84.56
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Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $718k NEW 9.6k 74.64
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $716k NEW 13k 53.93
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Select Sector Spdr Tr Energy (XLE) 0.2 $715k +82% 7.5k 95.11
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General Mills (GIS) 0.2 $714k +4% 10k 70.13
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Micron Technology (MU) 0.2 $707k +137% 5.7k 124.30
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $692k -13% 7.1k 96.93
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.2 $687k NEW 21k 32.44
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CSX Corporation (CSX) 0.2 $685k +20% 19k 36.78
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BlackRock (BLK) 0.2 $683k NEW 826.00 827.06
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Norfolk Southern (NSC) 0.2 $662k 2.6k 252.00
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Carrier Global Corporation (CARR) 0.2 $661k NEW 12k 57.40
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Comcast Corp Cl A (CMCSA) 0.2 $660k +89% 16k 42.28
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $660k +2% 5.6k 117.35
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Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $658k +3% 14k 47.64
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $651k +2% 8.9k 73.27
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Lockheed Martin Corporation (LMT) 0.2 $647k NEW 1.4k 452.65
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.2 $643k NEW 13k 48.99
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Ishares Silver Tr Ishares (SLV) 0.2 $642k NEW 28k 22.86
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $638k NEW 18k 35.37
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Pacer Fds Tr Trendp Us Mid Cp (PTMC) 0.2 $634k +65% 18k 35.82
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Cardinal Health (CAH) 0.2 $634k +14% 5.7k 112.06
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Expedia Group Com New (EXPE) 0.2 $630k NEW 4.7k 133.22
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Global X Fds S&p 500 Catholic (CATH) 0.2 $625k NEW 9.8k 63.49
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Digital Realty Trust (DLR) 0.1 $612k NEW 4.3k 141.91
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Dominion Resources (D) 0.1 $606k +25% 12k 49.16
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Vanguard World Health Car Etf (VHT) 0.1 $604k NEW 2.3k 268.18
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $601k NEW 24k 25.35
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Raytheon Technologies Corp (RTX) 0.1 $600k +25% 6.1k 97.76
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First Tr Exchange-traded Growth Strength (FTGS) 0.1 $590k NEW 19k 30.71
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John Marshall Ban (JMSB) 0.1 $588k NEW 34k 17.32
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Kimco Realty Corporation (KIM) 0.1 $576k 30k 19.09
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Clorox Company (CLX) 0.1 $569k +6% 3.8k 151.65
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Deere & Company (DE) 0.1 $569k NEW 1.4k 404.26
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Select Sector Spdr Tr Financial (XLF) 0.1 $555k +105% 13k 41.89
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Nucor Corporation (NUE) 0.1 $547k +34% 2.7k 200.00
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $546k -21% 3.0k 181.53
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Honeywell International (HON) 0.1 $540k NEW 2.7k 202.03
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $533k +137% 7.0k 75.75
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Bowman Consulting Group (BWMN) 0.1 $527k NEW 16k 33.47
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Applied Materials (AMAT) 0.1 $525k NEW 2.5k 208.68
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Lamb Weston Hldgs (LW) 0.1 $524k -2% 5.0k 104.98
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Target Corporation (TGT) 0.1 $521k +42% 2.9k 177.82
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Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $520k -21% 26k 20.32
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3M Company (MMM) 0.1 $510k -19% 5.4k 94.02
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Tesla Motors (TSLA) 0.1 $509k -5% 2.9k 175.22
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Global Payments (GPN) 0.1 $507k 3.9k 130.15
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $507k NEW 3.1k 163.87
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Select Sector Spdr Tr Communication (XLC) 0.1 $505k +6% 6.1k 82.29
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Archer Daniels Midland Company (ADM) 0.1 $499k -3% 8.0k 62.35
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $493k +44% 1.7k 287.36
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $487k +8% 12k 41.00
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $479k NEW 2.6k 185.68
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ConAgra Foods (CAG) 0.1 $478k 16k 29.68
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Vanguard World Inf Tech Etf (VGT) 0.1 $474k NEW 902.00 525.70
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BP Sponsored Adr (BP) 0.1 $472k +6% 12k 37.94
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Gabelli Equity Trust (GAB) 0.1 $472k NEW 87k 5.43
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Citigroup Com New (C) 0.1 $464k +21% 7.3k 63.46
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Kraft Heinz (KHC) 0.1 $453k +17% 12k 37.06
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Vanguard World Mega Grwth Ind (MGK) 0.1 $451k NEW 1.6k 286.55
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $445k +4% 7.5k 59.61
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Diageo Spon Adr New (DEO) 0.1 $441k +3% 3.0k 147.82
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Ishares Tr Core Msci Total (IXUS) 0.1 $438k NEW 6.5k 67.70
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AFLAC Incorporated (AFL) 0.1 $429k +21% 5.0k 85.19
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Marathon Petroleum Corp (MPC) 0.1 $428k NEW 2.1k 204.37
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $425k NEW 8.7k 48.80
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $421k NEW 14k 30.79
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $420k NEW 999.00 420.48
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Broadcom (AVGO) 0.1 $418k NEW 309.00 1351.26
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Agnico (AEM) 0.1 $416k NEW 6.8k 61.30
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Medtronic SHS (MDT) 0.1 $411k +34% 4.7k 87.02
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $407k NEW 4.3k 95.03
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salesforce (CRM) 0.1 $404k NEW 1.3k 302.26
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PPG Industries (PPG) 0.1 $400k -5% 2.8k 143.38
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Oracle Corporation (ORCL) 0.1 $400k +10% 3.2k 125.49
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CRH Ord (CRH) 0.1 $398k 4.7k 84.86
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Ishares Tr Core Total Usd (IUSB) 0.1 $388k +46% 8.6k 45.14
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Nike CL B (NKE) 0.1 $382k NEW 4.1k 92.57
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Cme (CME) 0.1 $382k NEW 1.8k 212.02
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Chubb (CB) 0.1 $377k +26% 1.5k 257.40
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Consolidated Edison (ED) 0.1 $374k -4% 4.1k 90.33
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Wells Fargo & Company (WFC) 0.1 $372k +30% 6.5k 57.61
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Us Bancorp Del Com New (USB) 0.1 $365k 8.3k 43.95
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $362k NEW 23k 15.69
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Dow (DOW) 0.1 $361k +19% 6.2k 58.26
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.1 $360k NEW 11k 32.61
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $360k -27% 2.1k 168.37
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $356k NEW 3.1k 114.74
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Blackstone Group Inc Com Cl A (BX) 0.1 $353k NEW 2.7k 131.01
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $349k -24% 4.5k 77.25
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First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) 0.1 $349k NEW 13k 27.91
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Flowers Foods (FLO) 0.1 $342k 15k 23.63
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Blackrock Debt Strategies Com New (DSU) 0.1 $342k NEW 31k 11.06
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Kinder Morgan (KMI) 0.1 $341k +2% 19k 18.41
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $340k NEW 616.00 552.38
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $335k 3.6k 92.67
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Ameris Ban (ABCB) 0.1 $329k 6.9k 47.42
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $327k NEW 2.4k 135.55
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $327k 13k 24.51
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $322k +9% 4.9k 65.48
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $320k NEW 6.3k 50.56
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $317k NEW 1.8k 178.24
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Lam Research Corporation (LRCX) 0.1 $316k +8% 322.00 982.16
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $313k NEW 4.1k 75.56
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CVS Caremark Corporation (CVS) 0.1 $312k NEW 3.9k 79.55
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Valero Energy Corporation (VLO) 0.1 $310k 1.8k 172.64
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Realty Income (O) 0.1 $307k NEW 5.7k 53.46
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Pacer Fds Tr Trendpilot Intl (PTIN) 0.1 $303k 10k 29.08
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Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.1 $302k NEW 6.6k 46.12
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Eaton Corp SHS (ETN) 0.1 $301k NEW 964.00 312.03
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $298k NEW 3.3k 90.90
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Starbucks Corporation (SBUX) 0.1 $297k NEW 3.2k 91.53
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $296k NEW 3.8k 77.93
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $295k +19% 3.0k 98.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $295k NEW 4.9k 60.37
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Columbia Etf Tr I Diversifid Fxd (DIAL) 0.1 $294k -10% 17k 17.60
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Enterprise Products Partners (EPD) 0.1 $293k NEW 10k 29.37
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First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $292k NEW 6.2k 47.01
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $290k NEW 4.1k 70.15
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $288k NEW 5.8k 49.97
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Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $286k NEW 12k 23.23
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $280k NEW 2.0k 141.49
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Ishares Tr Core Div Grwth (DGRO) 0.1 $279k NEW 4.8k 57.74
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Intercontinental Exchange (ICE) 0.1 $276k NEW 2.0k 137.03
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DNP Select Income Fund (DNP) 0.1 $276k +8% 31k 9.03
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T. Rowe Price (TROW) 0.1 $275k 2.3k 120.30
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $273k NEW 2.3k 117.26
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $271k NEW 5.2k 51.75
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Trane Technologies SHS (TT) 0.1 $271k NEW 912.00 296.73
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Pacer Fds Tr Pac Asset Fltg (FLRT) 0.1 $268k NEW 5.6k 47.56
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Gilead Sciences (GILD) 0.1 $266k +8% 3.6k 72.87
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Dupont De Nemours (DD) 0.1 $264k +20% 3.4k 77.19
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Entergy Corporation (ETR) 0.1 $263k 2.5k 104.74
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Texas Instruments Incorporated (TXN) 0.1 $259k 1.5k 173.17
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $259k NEW 2.8k 91.78
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W.W. Grainger (GWW) 0.1 $259k NEW 256.00 1009.64
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $257k NEW 6.5k 39.51
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.1 $251k NEW 19k 12.91
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $250k NEW 6.0k 41.94
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Franklin Resources (BEN) 0.1 $250k -5% 9.0k 27.62
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $244k NEW 3.2k 76.90
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Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $242k NEW 2.3k 107.01
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Avery Dennison Corporation (AVY) 0.1 $240k NEW 1.1k 223.57
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $238k NEW 3.3k 72.09
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Shell Spon Ads (SHEL) 0.1 $237k NEW 3.5k 67.92
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Palo Alto Networks (PANW) 0.1 $236k NEW 843.00 279.42
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $234k NEW 1.2k 190.19
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $226k NEW 2.1k 109.41
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Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $225k NEW 3.6k 61.94
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Ishares Tr Broad Usd High (USHY) 0.1 $225k NEW 6.2k 36.19
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $224k NEW 1.7k 129.82
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Ford Motor Company (F) 0.1 $221k +25% 17k 13.29
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $220k NEW 1.9k 113.43
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Boeing Company (BA) 0.1 $219k +45% 1.2k 189.50
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FirstEnergy (FE) 0.1 $219k 5.7k 38.37
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $218k NEW 1.0k 208.32
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Kraneshares Trust Quadrtc Int Rt (IVOL) 0.1 $218k -13% 12k 18.90
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Public Service Enterprise (PEG) 0.1 $217k NEW 3.3k 66.64
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American Express Company (AXP) 0.1 $217k NEW 951.00 227.61
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Fidelity Covington Trust Consmr Staples (FSTA) 0.1 $214k NEW 4.5k 47.21
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $210k NEW 2.1k 101.36
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Colgate-Palmolive Company (CL) 0.1 $209k NEW 2.3k 89.06
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Vanguard World Industrial Etf (VIS) 0.1 $209k NEW 863.00 242.07
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $208k NEW 4.3k 48.88
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Kkr & Co (KKR) 0.1 $207k NEW 2.1k 100.00
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Spdr Ser Tr S&p Ins Etf (KIE) 0.1 $207k NEW 4.0k 51.64
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Ishares Tr Ishares Biotech (IBB) 0.0 $206k 1.5k 136.83
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $206k NEW 2.2k 93.52
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Walgreen Boots Alliance (WBA) 0.0 $204k +14% 10k 19.54
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Etf Ser Solutions Distillate Us (DSTL) 0.0 $204k NEW 3.8k 53.66
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Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $202k NEW 14k 14.25
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $202k NEW 1.8k 110.19
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $201k NEW 9.7k 20.86
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $201k -56% 2.0k 100.48
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Liberty All Star Equity Sh Ben Int (USA) 0.0 $182k NEW 26k 7.15
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Viatris (VTRS) 0.0 $167k +5% 14k 11.94
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Cion Invt Corp (CION) 0.0 $136k NEW 12k 11.09
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Urban-gro Com New (UGRO) 0.0 $130k 97k 1.34
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Silvercrest Metals (SILV) 0.0 $119k NEW 18k 6.81
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Cornerstone Strategic Value (CLM) 0.0 $87k NEW 12k 7.55
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Enovix Corp (ENVX) 0.0 $80k NEW 10k 7.91
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Immix Biopharma (IMMX) 0.0 $77k -23% 26k 2.92
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Humacyte (HUMA) 0.0 $70k -41% 23k 3.01
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Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $61k NEW 10k 5.86
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Fortuna Silver Mines (FSM) 0.0 $58k NEW 15k 3.83
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Telefonica S A Sponsored Adr (TEF) 0.0 $44k NEW 10k 4.39
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Vizsla Silver Corp Com New (VZLA) 0.0 $42k NEW 30k 1.39
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Fluent Inc cs 0.0 $27k NEW 53k 0.50
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Past Filings by Imprint Wealth

SEC 13F filings are viewable for Imprint Wealth going back to 2023