Impact Partnership Wealth, LLC Reduced Holdings in Q1 2025

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-292K
- 31.15%
$91.45 - $91.75 $26.7M - $26.8M
646K $59.3B
Ishares Bitcoin Trust ETF
-132K
- 87.11%
N/A
19.6K $916M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-124K
- 24.41%
$63.07 - $73.5 $7.85M - $9.14M
385K $27.1B
Ark 21 Shares Bitcoin ETF
-45.6K
- 94.84%
N/A
2.48K $204M
FLJP
Franklin Templeton ETF Tr

ETFs
-79.1K
- 23.82%
$27.82 - $30.67 $2.2M - $2.43M
253K $7.44B
GLD
Spdr Gold Trust

ETFs
-14.6K
- 30.2%
$243.19 - $288.14 $3.56M - $4.21M
33.8K $9.74B
IBM
International Business Machines Corp

Technology
-8.9K
- 86.31%
$217.4 - $264.74 $1.93M - $2.36M
1.41K $351M
NVDA
Nvidia Corp

Technology
-5.5K
- 19.44%
$106.98 - $149.43 $589K - $822K
22.8K $2.47B
CVX
Chevron Corp

Energy
-5.97K
- 77.36%
$146.71 - $167.97 $876K - $1M
1.75K $292M
HD
Home Depot, Inc.

Consumer Cyclical
-1.55K
- 35.73%
$347.25 - $424.87 $540K - $660K
2.8K $1.02B
HPQ
Hp Inc

Technology
-15.5K
- 46.2%
$27.69 - $34.72 $429K - $537K
18K $499M
BBY
Best Buy CO Inc

Consumer Cyclical
-5.94K
- 49.77%
$70.3 - $91.1 $418K - $541K
6K $441M
LAMR
Lamar Advertising CO

Real Estate
-3.25K
- 48.97%
$110.65 - $132.9 $360K - $432K
3.39K $385M
VNQ
Vanguard Specialized Funds Van

ETFs
-4.52K
- 19.89%
$85.55 - $94.34 $387K - $426K
18.2K $1.65B
CSCO
Cisco Systems, Inc.

Technology
-6.73K
- 29.3%
$58.74 - $64.87 $395K - $437K
16.2K $1B
CNA
Cna Financial Corp

Financial Services
-7.8K
- 46.75%
$45.86 - $51.0 $358K - $398K
8.88K $451M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-2.45K
- 52.73%
$119.87 - $145.05 $294K - $356K
2.2K $275M
META
Meta Platforms, Inc.

Communication Services
-538
- 24.79%
$576.36 - $736.67 $310K - $396K
1.63K $941M
T
At&T Inc.

Communication Services
-22K
- 40.62%
$21.56 - $28.28 $474K - $622K
32.1K $909M
GILD
Gilead Sciences, Inc.

Healthcare
-5.04K
- 38.95%
$89.14 - $117.41 $450K - $592K
7.91K $886M
WETF
Wisdom Tree Investments, Inc.

Financial Services
-27.5K
- 66.92%
N/A
13.6K $121M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-8.18K
- 18.78%
$35.26 - $36.57 $288K - $299K
35.4K $1.26B
MRK
Merck & Co., Inc.

Healthcare
-2.07K
- 18.56%
$83.01 - $101.02 $171K - $209K
9.07K $814M
SWKS
Skyworks Solutions, Inc.

Technology
-708
- 6.99%
$64.12 - $93.96 $45.4K - $66.5K
9.42K $609M
PINC
Premier, Inc.

Healthcare
-11.6K
- 52.27%
$17.46 - $23.0 $202K - $266K
10.6K $203M
GOOGL
Alphabet Inc.

Communication Services
-53
- 0.75%
$154.33 - $206.19 $8.18K - $10.9K
7K $1.08B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-909
- 21.02%
$168.84 - $202.89 $153K - $184K
3.42K $600M
MTG
Mgic Investment Corp

Financial Services
-10.1K
- 52.33%
$22.56 - $25.71 $228K - $260K
9.22K $229M
EWBC
East West Bancorp Inc

Financial Services
-1.93K
- 33.54%
$84.35 - $103.91 $163K - $201K
3.83K $344M
CMCSA
Comcast Corp

Communication Services
-5.12K
- 18.57%
$33.19 - $38.23 $170K - $196K
22.4K $828M
XLK
Technology Sector Spdr

ETFs
-773
- 43.5%
$206.38 - $242.18 $160K - $187K
1K $207M
Northern Lts Fd Tr Iv
-5.1K
- 43.23%
N/A
6.69K $214M
ACN
Accenture PLC

Technology
-266
- 11.74%
$300.91 - $398.25 $80K - $106K
2K $624M
FITB
Fifth Third Bancorp

Financial Services
-3.01K
- 18.82%
$37.48 - $44.96 $113K - $135K
13K $508M
SPG
Simon Property Group Inc

Real Estate
-785
- 15.99%
$159.48 - $187.78 $125K - $147K
4.12K $685M
Northern Lts Fd Tr Iv
-5.21K
- 43.94%
N/A
6.65K $214M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.17K
- 29.22%
$180.02 - $208.56 $210K - $243K
2.82K $586M
CMPO
Compo Secure, Inc.

Industrials
-7.21K
- 40.74%
$10.39 - $17.2 $74.9K - $124K
10.5K $114M
Northern Lts Fd Tr Iv
-5.25K
- 44.27%
N/A
6.61K $206M
PLTR
Palantir Technologies Inc.

Technology
-2.71K
- 31.9%
$64.98 - $124.62 $176K - $338K
5.78K $488M
BMY
Bristol Myers Squibb CO

Healthcare
-3.79K
- 21.09%
$53.9 - $63.11 $204K - $239K
14.2K $865M
JNJ
Johnson & Johnson

Healthcare
-1.9K
- 23.99%
$142.06 - $167.7 $270K - $319K
6.02K $999M
TROW
Price T Rowe Group Inc

Financial Services
-194
- 3.29%
$91.57 - $116.93 $17.8K - $22.7K
5.7K $523M
HST
Host Hotels & Resorts, Inc.

Real Estate
-3.35K
- 12.54%
$14.21 - $17.45 $47.6K - $58.4K
23.4K $332M
SYY
Sysco Corp

Consumer Defensive
-1.56K
- 15.22%
$70.0 - $77.13 $109K - $120K
8.69K $652M
IVV
Ishares Core S&P 500 ETF

ETFs
-104
- 4.08%
$554.06 - $615.85 $57.6K - $64K
2.45K $1.37B
ORCL
Oracle Corp

Technology
-277
- 8.57%
$139.81 - $186.47 $38.7K - $51.7K
2.96K $413M
AFG
American Financial Group Inc

Financial Services
-710
- 13.35%
$119.82 - $138.45 $85.1K - $98.3K
4.61K $605M
FIX
Comfort Systems Usa Inc

Industrials
-77
- 8.62%
$313.26 - $550.27 $24.1K - $42.4K
816 $263M
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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