Impact Partnership Wealth, LLC Incresed Positions in Q4 2024

Impact Partnership Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
158K
+ 20.24%
$91.29 - $91.8 $14.4M - $14.5M
939K $85.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
20.4K
+ 41.8%
$481.22 - $538.17 $9.8M - $11M
69.1K $35.3B
Ishares Bitcoin Trust ETF
12K
+ 8.62%
N/A
152K $8.06B
AAPL
Apple Inc.

Technology
3.89K
+ 9.58%
$221.69 - $259.02 $862K - $1.01M
44.4K $11.1B
NVDA
Nvidia Corp

Technology
9.62K
+ 51.48%
$117.0 - $148.88 $1.13M - $1.43M
28.3K $3.8B
GLD
Spdr Gold Trust

ETFs
5.55K
+ 12.95%
$236.59 - $257.5 $1.31M - $1.43M
48.4K $11.7B
TSLA
Tesla, Inc.

Consumer Cyclical
903
+ 22.23%
$213.65 - $479.86 $193K - $433K
4.97K $2.01B
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
+ 141.71%
$570.51 - $610.59 $853K - $913K
2.55K $1.5B
IBM
International Business Machines Corp

Technology
4.05K
+ 64.68%
$204.9 - $238.04 $830K - $964K
10.3K $2.27B
SO
Southern CO

Utilities
10.5K
+ 331.04%
$81.5 - $94.15 $855K - $988K
13.7K $1.12B
ACGL
Arch Capital Group Ltd.

Financial Services
8.99K
+ 190.73%
$88.71 - $114.86 $798K - $1.03M
13.7K $1.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
+ 12.35%
$567.81 - $607.81 $609K - $652K
9.76K $5.72B
AVGO
Broadcom Inc.

Technology
1.43K
+ 28.23%
$159.67 - $250.0 $228K - $357K
6.48K $1.5B
FLJP
Franklin Templeton ETF Tr

ETFs
39.9K
+ 13.65%
$28.25 - $30.5 $1.13M - $1.22M
332K $9.5B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
49.5K
+ 11.07%
$38.37 - $42.82 $1.9M - $2.12M
496K $19B
COP
Conocophillips

Energy
6.5K
+ 83.6%
$95.12 - $114.72 $618K - $745K
14.3K $1.41B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.2K
+ 6.62%
$44.33 - $49.55 $720K - $805K
262K $11.8B
HD
Home Depot, Inc.

Consumer Cyclical
1.59K
+ 57.34%
$385.02 - $431.37 $610K - $684K
4.35K $1.69B
ACN
Accenture PLC

Technology
1.62K
+ 251.16%
$343.9 - $376.86 $557K - $611K
2.27K $797M
MET
Metlife Inc

Financial Services
6.92K
+ 67.51%
$78.15 - $88.25 $541K - $611K
17.2K $1.41B
VTV
Vanguard Value ETF

ETFs
5.8K
+ 6.6%
$168.32 - $181.87 $975K - $1.05M
93.6K $15.8B
IP
International Paper CO

Consumer Cyclical
7.87K
+ 73.16%
$46.64 - $59.57 $367K - $469K
18.6K $1B
MSFT
Microsoft Corp

Technology
1.2K
+ 32.11%
$406.35 - $454.46 $488K - $545K
4.94K $2.08B
PLTR
Palantir Technologies Inc.

Technology
1.68K
+ 24.64%
$36.46 - $82.38 $61.2K - $138K
8.49K $642M
CNA
Cna Financial Corp

Financial Services
8.12K
+ 94.79%
$46.76 - $50.95 $380K - $414K
16.7K $807M
FPX
First Trust Us Equity Opportun

ETFs
2.57K
+ 41.68%
$109.38 - $131.9 $282K - $340K
8.75K $1.05B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
59.8K
+ 13.29%
$63.27 - $70.31 $3.78M - $4.2M
510K $32.4B
AFG
American Financial Group Inc

Financial Services
2.43K
+ 83.92%
$126.81 - $149.08 $308K - $362K
5.32K $728M
GOOGL
Alphabet Inc.

Communication Services
828
+ 13.3%
$161.86 - $196.66 $134K - $163K
7.06K $1.34B
PINC
Premier, Inc.

Healthcare
10.2K
+ 85.06%
$19.08 - $23.34 $194K - $237K
22.1K $469M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.9K
+ 9.22%
$32.65 - $33.68 $323K - $333K
117K $3.84B
Lazard Inc
4.14K
+ 78.08%
N/A
9.44K $486M
LMT
Lockheed Martin Corp

Industrials
574
+ 90.25%
$479.66 - $614.62 $275K - $353K
1.21K $588M
EWBC
East West Bancorp Inc

Financial Services
1.36K
+ 30.92%
$80.04 - $111.23 $109K - $151K
5.76K $552M
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 8.75%
$205.18 - $250.29 $66.1K - $80.6K
4K $959M
CSCO
Cisco Systems, Inc.

Technology
782
+ 3.52%
$52.45 - $60.02 $41K - $46.9K
23K $1.36B
COIN
Coinbase Global, Inc.

Technology
200
+ 11.48%
$163.17 - $343.62 $32.6K - $68.7K
1.94K $482M
META
Meta Platforms, Inc.

Communication Services
226
+ 11.63%
$554.08 - $632.68 $125K - $143K
2.17K $1.27B
LLY
Eli Lilly & CO

Healthcare
305
+ 42.54%
$727.2 - $932.06 $222K - $284K
1.02K $789M
DOCU
Docusign, Inc.

Technology
223
+ 5.1%
$61.42 - $106.99 $13.7K - $23.9K
4.6K $413M
AMP
Ameriprise Financial Inc

Financial Services
173
+ 22.07%
$473.15 - $574.01 $81.9K - $99.3K
957 $510M
CAN
Canaan Inc.

Technology
2.16K
+ 1.66%
$0.94 - $3.09 $2.03K - $6.67K
132K $271M
PYPL
Pay Pal Holdings, Inc.

Financial Services
777
+ 7.82%
$77.25 - $91.3 $60K - $70.9K
10.7K $914M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.52K
+ 58.22%
$96.64 - $101.23 $147K - $154K
4.13K $400M
RBLX
Roblox Corp

Communication Services
750
+ 11.14%
$39.86 - $61.45 $29.9K - $46.1K
7.48K $433M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.4K
+ 5.31%
$23.29 - $23.93 $243K - $250K
207K $4.87B
GILD
Gilead Sciences, Inc.

Healthcare
194
+ 1.52%
$83.95 - $97.9 $16.3K - $19K
13K $1.2B
EXPE
Expedia Group, Inc.

Consumer Cyclical
197
+ 9.14%
$146.47 - $191.01 $28.9K - $37.6K
2.35K $438M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.47K
+ 7.37%
$26.55 - $27.32 $172K - $177K
94.2K $2.52B
Activity Summary
Buys All Purchases 243 New Holdings 102 Increased Positions 141 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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