Imprint Wealth LLC New Holdings in Q1 2024

Imprint Wealth LLC

  • $412 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
113K
New
$235.81 - $256.91 $26.6M - $29M
113K $27.5B
VTI
Vanguard Total Stock Market Et

ETFs
55.7K
New
$232.77 - $260.14 $13M - $14.5M
55.7K $14.5B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
204K
New
$36.38 - $38.97 $7.43M - $7.96M
204K $7.91B
IVV
Ishares Core S&P 500 ETF

ETFs
12.5K
New
$469.56 - $525.73 $5.85M - $6.55M
12.5K $6.54B
SPY
Spdr S&P 500 ETF Trust

ETFs
9.66K
New
$467.28 - $523.17 $4.51M - $5.05M
9.66K $5.04B
META
Meta Platforms, Inc.

Communication Services
8.96K
New
$344.47 - $512.19 $3.09M - $4.59M
8.96K $4.4B
V
Visa Inc.

Financial Services
14.7K
New
$257.98 - $290.37 $3.8M - $4.28M
14.7K $4.1B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
31.9K
New
$109.98 - $120.99 $3.51M - $3.86M
31.9K $3.84B
ADBE
Adobe Inc.

Technology
7.08K
New
$492.46 - $634.76 $3.49M - $4.5M
7.08K $3.56B
VO
Vanguard Mid Cap ETF

ETFs
13.7K
New
$225.86 - $249.86 $3.09M - $3.42M
13.7K $3.4B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
61.8K
New
$42.49 - $47.46 $2.63M - $2.93M
61.8K $2.94B
GLD
Spdr Gold Trust

ETFs
12.5K
New
$184.42 - $205.72 $2.3M - $2.57M
12.5K $2.59B
SCHX
Schwab Strategic Tr Us Large C

ETFs
37.7K
New
$55.41 - $62.08 $2.09M - $2.34M
37.7K $2.34B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
26.1K
New
$77.43 - $82.98 $2.02M - $2.17M
26.1K $2.14B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
21K
New
$93.48 - $101.41 $1.97M - $2.13M
21K $2.12B
ACN
Accenture PLC

Technology
5.47K
New
$333.82 - $386.91 $1.83M - $2.12M
5.47K $1.86B
DIS
Walt Disney CO

Communication Services
14.5K
New
$89.29 - $122.36 $1.3M - $1.77M
14.5K $1.76B
MA
Mastercard Inc

Financial Services
3.38K
New
$418.77 - $488.64 $1.42M - $1.65M
3.38K $1.62B
GII
Spdr S&P Global Infrasture ETF

ETFs
28.8K
New
$50.03 - $54.15 $1.44M - $1.56M
28.8K $1.55B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
26.5K
New
$50.77 - $58.11 $1.35M - $1.54M
26.5K $1.54B
JEPI
J P Morgan Exchange Traded Fd

ETFs
25.8K
New
$54.75 - $57.86 $1.41M - $1.49M
25.8K $1.47B
CWB
Spdr Bloomberg Convertible Sec

ETFs
17.9K
New
$70.62 - $73.18 $1.26M - $1.31M
17.9K $1.3B
GS
Goldman Sachs Group Inc

Financial Services
3.11K
New
$376.91 - $417.69 $1.17M - $1.3M
3.11K $1.28B
FTSL
First Trust Senior Ln Fund

ETFs
27.5K
New
$45.8 - $46.4 $1.26M - $1.28M
27.5K $1.27B
NVO
Novo Nordisk A S

Healthcare
9.66K
New
$102.11 - $135.92 $986K - $1.31M
9.66K $1.23B
ITOT
Ishares Core S&P Total U.S. St

ETFs
10K
New
$103.16 - $115.3 $1.03M - $1.16M
10K $1.15B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.8K
New
$54.61 - $61.05 $1.03M - $1.15M
18.8K $1.15B
FNDX
Schwab Fundamental U S Large C

ETFs
17K
New
$60.89 - $67.39 $1.03M - $1.15M
17K $1.14B
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.2K
New
$73.11 - $80.04 $1.04M - $1.14M
14.2K $1.13B
DVY
Ishares Tr

ETFs
9.11K
New
$113.31 - $123.18 $1.03M - $1.12M
9.11K $1.11B
SPMD
Spdr Portfolio

ETFs
20.5K
New
$47.16 - $53.34 $966K - $1.09M
20.5K $1.09B
RDVY
First Trust Rising Dividend Ac

ETFs
18.5K
New
$50.05 - $56.17 $926K - $1.04M
18.5K $1.03B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
New
$35.71 - $39.11 $949K - $1.04M
26.6K $1.03B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.8K
New
$72.89 - $81.43 $862K - $963K
11.8K $958M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.61K
New
$231.0 - $260.72 $833K - $941K
3.61K $932M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.64K
New
$212.21 - $235.79 $773K - $859K
3.64K $854M
VB
Vanguard Small Cap ETF

ETFs
3.72K
New
$204.0 - $228.59 $759K - $851K
3.72K $843M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
9K
New
$82.13 - $89.46 $739K - $805K
9K $801M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.3K
New
$45.88 - $50.1 $703K - $768K
15.3K $763M
IYR
Ishares Tr

ETFs
8.63K
New
$85.32 - $92.22 $736K - $795K
8.63K $763M
IFRA
Ishares Tr

ETFs
17.7K
New
$38.14 - $43.36 $674K - $767K
17.7K $762M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.62K
New
$74.51 - $76.61 $717K - $737K
9.62K $718M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.3K
New
$49.02 - $54.29 $651K - $721K
13.3K $716M
SPIB
Spdr Portfolio Intermediate Te

ETFs
21.2K
New
$32.38 - $32.91 $685K - $696K
21.2K $687M
BLK
Black Rock Inc.

Financial Services
826
New
$774.31 - $842.06 $640K - $696K
826 $683M
CARR
Carrier Global Corp

Industrials
11.5K
New
$53.43 - $59.82 $615K - $689K
11.5K $661M
LMT
Lockheed Martin Corp

Industrials
1.43K
New
$418.19 - $463.18 $598K - $662K
1.43K $647M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
13.1K
New
$48.97 - $49.36 $642K - $647K
13.1K $643M
SLV
I Shares Silver Trust

ETFs
28.1K
New
$20.2 - $23.29 $568K - $654K
28.1K $642M
Activity Summary
Buys All Purchases 272 New Holdings 151 Increased Positions 121 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Imprint Wealth LLC Portfolio

Follow Imprint Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Imprint Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Imprint Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email