Impact Partnership Wealth, LLC Sells in Q2 2025

Impact Partnership Wealth, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-223K
- 34.47%
$91.43 - $91.74 $20.4M - $20.4M
423K $38.8B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-224K
- 34.48%
$29.07 - $29.38 $6.52M - $6.59M
426K $12.5B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-10.4K
- 4.8%
$100.35 - $100.71 $1.05M - $1.05M
207K $20.8B
MET
Metlife Inc

Financial Services
-9.5K
- 58.83%
$68.42 - $82.49 $650K - $783K
6.65K $534M
CSCO
Cisco Systems, Inc.

Technology
-12.7K
- 78.39%
$53.19 - $69.38 $677K - $884K
3.51K $244M
LMT
Lockheed Martin Corp

Industrials
-1.75K
- 52.81%
$430.82 - $486.45 $753K - $850K
1.56K $723M
VLO
Valero Energy Corp

Energy
-5.6K
- 59.03%
$104.69 - $141.77 $586K - $794K
3.89K $523M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-27.8K
- 28.86%
$25.27 - $27.14 $702K - $753K
68.4K $1.86B
WRB
Berkley W R Corp

Financial Services
-8.2K
- 49.11%
$64.28 - $75.17 $527K - $617K
8.5K $625M
DTE
Dte Energy CO

Utilities
-3.81K
- 40.27%
$127.39 - $139.49 $485K - $531K
5.64K $748M
LLY
Eli Lilly & CO

Healthcare
-595
- 69.19%
$713.71 - $898.95 $425K - $535K
265 $207M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-8.25K
- 67.95%
$57.41 - $74.81 $474K - $617K
3.89K $289M
RF
Regions Financial Corp

Financial Services
-22.8K
- 54.58%
$18.34 - $23.52 $419K - $537K
19K $447M
MBB
Ishares Tr

ETFs
-4.76K
- 5.51%
$91.41 - $94.22 $435K - $448K
81.5K $7.65B
VZ
Verizon Communications Inc

Communication Services
-7.59K
- 30.7%
$41.67 - $45.62 $316K - $346K
17.1K $741M
COIN
Coinbase Global, Inc.

Technology
-3.24K
- 76.18%
$151.47 - $375.07 $490K - $1.21M
1.01K $355M
CF
Cf Industries Holdings, Inc.

Basic Materials
-5.2K
- 49.31%
$68.47 - $102.48 $356K - $533K
5.35K $492M
XOM
Exxon Mobil Corp

Energy
-1.54K
- 13.24%
$99.93 - $119.04 $153K - $183K
10.1K $1.09B
SWKS
Skyworks Solutions, Inc.

Technology
-5.06K
- 53.76%
$49.2 - $74.95 $249K - $380K
4.36K $325M
FPX
First Trust Us Equity Opportun

ETFs
-4.12K
- 36.95%
$99.2 - $144.91 $409K - $597K
7.03K $1.02B
SLB
Schlumberger Limited

Energy
-2.03K
- 13.13%
$31.95 - $42.2 $64.8K - $85.6K
13.4K $454M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-3.65K
- 23.83%
$49.12 - $50.93 $179K - $186K
11.7K $581M
T
At&T Inc.

Communication Services
-7.27K
- 22.6%
$26.33 - $28.94 $191K - $210K
24.9K $720M
JNJ
Johnson & Johnson

Healthcare
-557
- 9.25%
$146.36 - $159.82 $81.5K - $89K
5.47K $835M
HAL
Halliburton CO

Energy
-2.72K
- 12.78%
$19.26 - $25.7 $52.5K - $70K
18.6K $379M
MRK
Merck & Co., Inc.

Healthcare
-726
- 8.01%
$73.47 - $87.12 $53.3K - $63.2K
8.34K $660M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.23K
- 15.01%
$53.62 - $66.59 $66.1K - $82K
6.98K $391M
ACGL
Arch Capital Group Ltd.

Financial Services
-810
- 6.34%
$84.99 - $96.82 $68.8K - $78.4K
12K $1.09B
CMCSA
Comcast Corp

Communication Services
-2.76K
- 12.28%
$32.84 - $36.72 $90.5K - $101K
19.7K $702M
OMC
Omnicom Group Inc.

Communication Services
-877
- 15.52%
$69.22 - $79.77 $60.7K - $70K
4.77K $343M
SYY
Sysco Corp

Consumer Defensive
-1.67K
- 19.23%
$68.0 - $75.91 $114K - $127K
7.02K $531M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-1.51K
- 16.52%
$45.92 - $50.78 $69.3K - $76.6K
7.63K $356M
HPQ
Hp Inc

Technology
-2.06K
- 11.4%
$21.88 - $29.32 $45K - $60.3K
16K $391M
PSA
Public Storage

Real Estate
-307
- 10.75%
$266.31 - $309.77 $81.8K - $95.1K
2.55K $748M
CNA
Cna Financial Corp

Financial Services
-1.47K
- 16.54%
$45.03 - $50.88 $66.1K - $74.7K
7.42K $345M
CLX
Clorox CO

Consumer Defensive
-165
- 5.24%
$118.01 - $148.69 $19.5K - $24.5K
2.99K $359M
TGT
Target Corp

Consumer Defensive
-728
- 12.65%
$88.76 - $105.77 $64.6K - $77K
5.03K $496M
HDV
Ishares Core High Dividend ETF

ETFs
-704
- 13.34%
$108.41 - $120.51 $76.3K - $84.8K
4.57K $536M
OVV
Ovintiv Inc.

Energy
-1.44K
- 15.97%
$31.18 - $44.14 $44.9K - $63.6K
7.58K $289M
LNT
Alliant Energy Corp

Utilities
-1.07K
- 15.04%
$58.79 - $64.85 $63K - $69.5K
6.06K $366M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-915
- 22.92%
$96.84 - $99.46 $88.6K - $91K
3.08K $305M
PGR
Progressive Corp

Financial Services
-153
- 5.12%
$255.27 - $288.74 $39.1K - $44.2K
2.84K $757M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-984
- 15.79%
$81.46 - $94.63 $80.2K - $93.1K
5.25K $497M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.85K
- 14.95%
$22.66 - $26.12 $41.9K - $48.3K
10.5K $257M
PG
Procter & Gamble CO

Consumer Defensive
-201
- 4.82%
$157.66 - $172.39 $31.7K - $34.7K
3.97K $632M
APA
Apa Corp

Energy
-2.34K
- 18.09%
$14.03 - $21.24 $32.8K - $49.7K
10.6K $194M
TROW
Price T Rowe Group Inc

Financial Services
-946
- 16.61%
$80.27 - $98.06 $75.9K - $92.8K
4.75K $458M
UGI
Ugi Corp

Utilities
-2.49K
- 31.14%
$30.18 - $36.59 $75.1K - $91.1K
5.5K $200M
FTGS
First Tr Exchange Traded Fd Gr
-3.6K
- 22.99%
N/A
12.1K $412M
Activity Summary
Buys All Purchases 199 New Holdings 97 Increased Positions 102 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 3 Puts 0
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership 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 Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email