Impact Partnership Wealth, LLC Reduced Holdings in Q4 2024

Impact Partnership Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-106K
- 25.8%
$27.8 - $29.05 $2.94M - $3.07M
304K $8.47B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-91.9K
- 19.38%
$28.88 - $29.33 $2.65M - $2.69M
382K $11.1B
SPSB
Spdr Portfolio Short Term Corp

ETFs
-60.9K
- 26.75%
$29.77 - $30.19 $1.81M - $1.84M
167K $4.98B
MBB
Ishares Tr

ETFs
-15.5K
- 19.47%
$91.26 - $95.82 $1.42M - $1.49M
64.3K $5.89B
VUG
Vanguard Growth ETF

ETFs
-6.01K
- 15.12%
$378.79 - $428.11 $2.28M - $2.57M
33.7K $13.8B
SPTL
Spdr Portfolio Long Term Treas

ETFs
-31.4K
- 22.78%
$26.05 - $29.17 $817K - $915K
106K $2.78B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-76.7K
- 19.39%
$12.74 - $14.23 $977K - $1.09M
319K $4.14B
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.21K
- 19.6%
$106.33 - $110.69 $767K - $798K
29.6K $3.15B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.77K
- 5.16%
$100.16 - $100.7 $778K - $782K
143K $14.3B
HPE
Hewlett Packard Enterprise CO

Technology
-28.7K
- 47.66%
$19.31 - $23.95 $554K - $687K
31.5K $673M
DVN
Devon Energy Corp

Energy
-7.8K
- 31.17%
$30.52 - $42.96 $238K - $335K
17.2K $564M
AMZN
Amazon Com Inc

Consumer Cyclical
-15.8K
- 70.94%
$180.88 - $232.93 $2.87M - $3.69M
6.49K $1.42B
FNF
Fidelity National Financial, Inc.

Financial Services
-4.7K
- 34.52%
$55.19 - $63.83 $259K - $300K
8.91K $500M
VOYA
Voya Financial, Inc.

Financial Services
-2.65K
- 40.64%
$65.93 - $83.9 $175K - $222K
3.87K $267M
ABBV
Abb Vie Inc.

Healthcare
-754
- 13.47%
$164.99 - $203.87 $124K - $154K
4.84K $860M
PSA
Public Storage

Real Estate
-74
- 2.29%
$289.33 - $360.21 $21.4K - $26.7K
3.16K $946M
VIRT
Virtu Financial, Inc.

Financial Services
-8.37K
- 53.06%
$30.43 - $37.95 $255K - $318K
7.4K $264M
WU
Western Union CO

Financial Services
-10.8K
- 30.48%
$10.52 - $11.94 $113K - $128K
24.5K $260M
Wk Kellogg CO
-10.1K
- 39.34%
N/A
15.6K $280M
WRB
Berkley W R Corp

Financial Services
-2.86K
- 27.01%
$56.48 - $64.94 $161K - $185K
7.72K $452M
SHV
Ishares Tr

ETFs
-848
- 5.42%
$109.92 - $110.57 $93.2K - $93.8K
14.8K $1.63B
VST
Vistra Corp.

Utilities
-1.35K
- 24.5%
$115.74 - $166.61 $156K - $225K
4.17K $575M
PLTK
Playtika Holding Corp.

Communication Services
-429
- 1.16%
$6.72 - $8.62 $2.88K - $3.7K
36.5K $253M
EVR
Evercore Inc.

Financial Services
-208
- 22.29%
$247.66 - $315.67 $51.5K - $65.7K
725 $201M
Kandi Technologies Group Inc
-265
- 1.02%
N/A
25.7K $30.9M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-362
- 15.57%
$97.09 - $120.01 $35.1K - $43.4K
1.96K $212M
VB
Vanguard Small Cap ETF

ETFs
-4
- 0.37%
$233.76 - $261.58 $935 - $1.05K
1.07K $257M
OZK
Bank Ozk

Financial Services
-40
- 0.61%
$41.39 - $50.55 $1.66K - $2.02K
6.54K $291M
RL
Ralph Lauren Corp

Consumer Cyclical
-205
- 13.48%
$192.23 - $233.41 $39.4K - $47.8K
1.32K $304M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-91
- 6.77%
$172.07 - $207.36 $15.7K - $18.9K
1.25K $247M
CMPO
Compo Secure, Inc.

Industrials
-470
- 2.59%
$13.6 - $16.55 $6.39K - $7.78K
17.7K $271M
PEGA
Pegasystems Inc

Technology
-382
- 13.48%
$69.42 - $97.28 $26.5K - $37.2K
2.45K $228M
FIX
Comfort Systems Usa Inc

Industrials
-7
- 0.78%
$370.68 - $504.12 $2.59K - $3.53K
893 $379M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-773
- 17.44%
$138.3 - $192.95 $107K - $149K
3.66K $646M
UGI
Ugi Corp

Utilities
-13
- 0.12%
$23.24 - $30.37 $302 - $395
10.9K $307M
WFC
Wells Fargo & Company

Financial Services
-2.89K
- 16.56%
$54.98 - $77.35 $159K - $223K
14.5K $1.02B
JBL
Jabil Inc

Technology
-88
- 3.37%
$118.97 - $147.77 $10.5K - $13K
2.53K $364M
WSM
Williams Sonoma Inc

Consumer Cyclical
-201
- 6.41%
$129.13 - $198.21 $26K - $39.8K
2.93K $543M
DRI
Darden Restaurants Inc

Consumer Cyclical
-61
- 1.51%
$155.96 - $188.66 $9.51K - $11.5K
3.99K $744M
BMY
Bristol Myers Squibb CO

Healthcare
-11
- 0.06%
$51.92 - $59.94 $571 - $659
18K $1.02B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-25
- 0.55%
$47.29 - $84.74 $1.18K - $2.12K
4.55K $337M
SYF
Synchrony Financial

Financial Services
-260
- 3.19%
$49.01 - $68.55 $12.7K - $17.8K
7.88K $512M
IONQ
Ion Q, Inc.

Technology
-1.72K
- 16.86%
$8.17 - $48.24 $14K - $82.7K
8.45K $353M
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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