Impact Partnership Wealth, LLC Incresed Positions in Q1 2025

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
268K
+ 70.19%
$28.92 - $29.24 $7.76M - $7.84M
650K $19B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
74.8K
+ 52.44%
$100.34 - $100.68 $7.5M - $7.53M
217K $21.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.2K
+ 24.87%
$468.34 - $539.52 $8.05M - $9.27M
86.3K $40.4B
SPSB
Spdr Portfolio Short Term Corp

ETFs
148K
+ 88.73%
$29.82 - $30.1 $4.41M - $4.45M
315K $9.48B
SPMD
Spdr Portfolio

ETFs
102K
+ 29.21%
$50.21 - $57.73 $5.11M - $5.88M
450K $23B
VTV
Vanguard Value ETF

ETFs
19.9K
+ 21.26%
$167.73 - $179.21 $3.34M - $3.57M
114K $19.6B
SPTL
Spdr Portfolio Long Term Treas

ETFs
93.9K
+ 88.34%
$25.54 - $27.64 $2.4M - $2.6M
200K $5.46B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
89.1K
+ 34.05%
$40.03 - $46.81 $3.57M - $4.17M
351K $14.3B
MBB
Ishares Tr

ETFs
21.9K
+ 34.13%
$90.37 - $94.08 $1.98M - $2.06M
86.2K $8.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.33K
+ 34.07%
$551.42 - $612.93 $1.83M - $2.04M
13.1K $7.32B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
26.2K
+ 8.63%
$27.64 - $28.58 $725K - $750K
330K $9.43B
LMT
Lockheed Martin Corp

Industrials
2.1K
+ 173.39%
$423.19 - $506.29 $888K - $1.06M
3.31K $1.48B
SHV
Ishares Tr

ETFs
7.82K
+ 52.81%
$110.11 - $110.51 $861K - $864K
22.6K $2.5B
EMB
Ishares Tr

ETFs
8.45K
+ 24.0%
$88.64 - $92.03 $749K - $777K
43.6K $3.95B
WRB
Berkley W R Corp

Financial Services
8.99K
+ 116.51%
$56.7 - $71.27 $510K - $641K
16.7K $1.19B
WMT
Walmart Inc.

Consumer Defensive
8.37K
+ 208.94%
$84.5 - $105.05 $707K - $879K
12.4K $1.09B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
23.7K
+ 7.43%
$13.05 - $13.97 $309K - $331K
343K $4.67B
PRU
Prudential Financial Inc

Financial Services
4.45K
+ 65.04%
$105.04 - $122.33 $467K - $544K
11.3K $1.26B
RF
Regions Financial Corp

Financial Services
16.7K
+ 66.28%
$20.84 - $24.77 $348K - $413K
41.8K $909M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.1K
+ 74.06%
$24.5 - $24.95 $296K - $302K
28.4K $704M
First Tr Exchange Traded Fd
12.8K
+ 58.35%
N/A
34.7K $728M
CG
Carlyle Group Inc.

Financial Services
8.1K
+ 69.38%
$40.03 - $56.96 $324K - $461K
19.8K $862M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.22K
+ 4.11%
$106.22 - $111.09 $129K - $135K
30.8K $3.42B
COIN
Coinbase Global, Inc.

Technology
2.31K
+ 118.74%
$172.23 - $301.3 $397K - $695K
4.25K $732M
VIRT
Virtu Financial, Inc.

Financial Services
5.19K
+ 70.1%
$34.19 - $40.96 $177K - $213K
12.6K $480M
ALL
Allstate Corp

Financial Services
769
+ 26.69%
$180.99 - $210.18 $139K - $162K
3.65K $756M
FPX
First Trust Us Equity Opportun

ETFs
2.4K
+ 27.42%
$106.21 - $143.53 $255K - $344K
11.1K $1.25B
First Tr Exchange Traded Fd
8.59K
+ 27.62%
N/A
39.7K $824M
TRV
Travelers Companies, Inc.

Financial Services
509
+ 22.77%
$232.43 - $265.13 $118K - $135K
2.74K $726M
PGR
Progressive Corp

Financial Services
149
+ 5.25%
$235.61 - $291.22 $35.1K - $43.4K
2.99K $846M
CMA
Comerica Inc

Financial Services
2.74K
+ 45.69%
$56.11 - $68.38 $154K - $187K
8.72K $515M
OMF
One Main Holdings, Inc.

Financial Services
3.28K
+ 63.44%
$45.35 - $58.06 $149K - $190K
8.45K $413M
PPC
Pilgrims Pride Corp

Consumer Defensive
1.76K
+ 37.09%
$44.52 - $55.93 $78.5K - $98.6K
6.52K $355M
HDV
Ishares Core High Dividend ETF

ETFs
681
+ 14.82%
$110.86 - $121.12 $75.5K - $82.5K
5.28K $639M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.58K
+ 2.69%
$23.32 - $23.84 $130K - $133K
213K $4.99B
CBOE
Cboe Global Markets, Inc.

Financial Services
201
+ 8.99%
$190.84 - $226.29 $38.4K - $45.5K
2.44K $551M
FTI
Technip Fmc PLC

Energy
2.66K
+ 29.7%
$25.3 - $32.57 $67.4K - $86.7K
11.6K $369M
NRG
Nrg Energy, Inc.

Utilities
544
+ 12.08%
$84.82 - $113.33 $46.1K - $61.7K
5.05K $482M
FTGS
First Tr Exchange Traded Fd Gr
3.1K
+ 24.67%
N/A
15.7K $466M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
790
+ 14.52%
$90.0 - $96.32 $71.1K - $76.1K
6.23K $575M
DVA
Davita Inc.

Healthcare
422
+ 21.74%
$140.0 - $177.35 $59.1K - $74.8K
2.36K $361M
CINF
Cincinnati Financial Corp

Financial Services
399
+ 13.01%
$133.67 - $147.81 $53.3K - $59K
3.47K $512M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
709
+ 7.54%
$81.83 - $82.73 $58K - $58.7K
10.1K $836M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.01K
+ 2.13%
$26.64 - $27.14 $53.5K - $54.5K
96.2K $2.58B
EXPE
Expedia Group, Inc.

Consumer Cyclical
618
+ 26.28%
$157.11 - $206.52 $97.1K - $128K
2.97K $499M
NXST
Nexstar Media Group, Inc.

Communication Services
179
+ 13.32%
$146.34 - $182.75 $26.2K - $32.7K
1.52K $273M
JBL
Jabil Inc

Technology
578
+ 22.87%
$130.51 - $173.33 $75.4K - $100K
3.11K $423M
ARES
Ares Management Corp

Financial Services
969
+ 33.44%
$140.19 - $198.28 $136K - $192K
3.87K $567M
BA
Boeing CO

Industrials
277
+ 23.86%
$148.15 - $186.25 $41K - $51.6K
1.44K $245M
Activity Summary
Buys All Purchases 153 New Holdings 60 Increased Positions 93 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 1 Puts 0
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