Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $443 Billion
  • Q3 2024

Impact Partnership Wealth, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $71.7B, Vanguard Ftse Europe ETF Ftse with a value of $32B, Invesco Qqq Trust, Series 1 with a value of $23.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $18.4B, and Spdr Portfolio with a value of $18.3B.

Examining the 13F form we can see an increase of $62.5B in the current position value, from $381B to 443B.

Impact Partnership Wealth, LLC is based out at Kennesaw, GA

Below you can find more details about Impact Partnership Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $443 Billion
ETFs: $323 Billion
Technology: $27 Billion
Financial Services: $22.8 Billion
Consumer Cyclical: $12 Billion
Energy: $11.4 Billion
Communication Services: $8.23 Billion
Healthcare: $8.07 Billion
Industrials: $7.51 Billion
Other: $14.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$9.45 Billion 2.13% of portfolio
40,560
Q3 2024 Reduced 2.46%
$339B
$2.27 Billion 0.51% of portfolio
18,686
Q3 2024 Reduced 11.35%
$2.05T
$1.8 Billion 0.41% of portfolio
22,334
Q3 2024 Added 353.11%
$3.12T
$1.61 Billion 0.36% of portfolio
3,737
Q3 2024 Reduced 4.91%
$500B
$1.55 Billion 0.35% of portfolio
13,245
Q3 2024 Reduced 33.27%
$60.1B
$1.46 Billion 0.33% of portfolio
9,381
Q3 2024 Added 0.67%
$203B
$1.38 Billion 0.31% of portfolio
6,260
Q3 2024 Reduced 3.29%
$77.3B
$1.37 Billion 0.31% of portfolio
11,114
Q3 2024 Reduced 2.4%
$47.9B
$1.3 Billion 0.29% of portfolio
10,721
Q3 2024 Added 84.81%
$28.6B
$1.23 Billion 0.28% of portfolio
60,217
Q3 2024 Added 76.68%
$241B
$1.18 Billion 0.27% of portfolio
22,197
Q3 2024 Reduced 0.96%
$185B
$1.18 Billion 0.27% of portfolio
26,208
Q3 2024 Reduced 2.28%
$61.1B
$1.18 Billion 0.27% of portfolio
3,232
Q3 2024 Reduced 2.88%
$165B
$1.18 Billion 0.27% of portfolio
53,837
Q3 2024 Reduced 3.51%
$53.9B
$1.14 Billion 0.26% of portfolio
8,442
Q3 2024 Added 7.05%
$407B
$1.16 Billion 0.26% of portfolio
7,160
Q3 2024 Added 1.79%
$40.6B
$1.1 Billion 0.25% of portfolio
30,566
Q3 2024 Added 65.9%
$1.29T
$1.11 Billion 0.25% of portfolio
1,944
Q3 2024 Reduced 6.36%
$313B
$1.11 Billion 0.25% of portfolio
5,596
Q3 2024 Reduced 1.27%
$1.07T
$1.06 Billion 0.24% of portfolio
4,062
Q3 2024 Added 212.7%
$113B
$1.07 Billion 0.24% of portfolio
12,756
Q3 2024 Reduced 1.53%
$256B
$1.04 Billion 0.23% of portfolio
9,134
Q3 2024 New
$190B
$1.03 Billion 0.23% of portfolio
24,707
Q3 2024 Reduced 0.7%
$1.01T
$1.03 Billion 0.23% of portfolio
6,227
Q3 2024 Reduced 2.81%
$20.9B
$1.03 Billion 0.23% of portfolio
9,947
Q3 2024 Added 126.48%
$314B
$1.03 Billion 0.23% of portfolio
7,001
Q3 2024 Added 10.1%
$292B
$984 Million 0.22% of portfolio
17,424
Q3 2024 New
$25.1B
$979 Million 0.22% of portfolio
25,037
Q3 2024 Added 9.6%
$125B
$930 Million 0.21% of portfolio
17,979
Q3 2024 New
$66.8B
$871 Million 0.2% of portfolio
5,052
Q3 2024 Added 1,483.7%
$17.6B
$844 Million 0.19% of portfolio
13,605
Q3 2024 Reduced 6.44%
$40.5B
$858 Million 0.19% of portfolio
8,690
Q3 2024 Added 27.66%
$59B
$825 Million 0.19% of portfolio
4,882
Q3 2024 Reduced 0.02%
$69.7B
$845 Million 0.19% of portfolio
10,249
Q3 2024 Added 1.59%
$178B
$796 Million 0.18% of portfolio
4,679
Q3 2024 Added 28.05%
$734B
$776 Million 0.18% of portfolio
3,678
Q3 2024 Reduced 3.03%
$135B
$818 Million 0.18% of portfolio
7,770
Q3 2024 Reduced 42.05%
$47B
$777 Million 0.18% of portfolio
5,462
Q3 2024 Reduced 5.78%
$72B
$815 Million 0.18% of portfolio
5,965
Q3 2024 New
$14.1B
$797 Million 0.18% of portfolio
8,066
Q3 2024 Reduced 1.63%
$102B
$775 Million 0.17% of portfolio
9,934
Q3 2024 New
$79.7B
$774 Million 0.17% of portfolio
16,928
Q3 2024 Reduced 52.75%
$64.1B
$743 Million 0.17% of portfolio
5,651
Q3 2024 Added 7.17%
$86.3B
$762 Million 0.17% of portfolio
2,932
Q3 2024 New
$39B
$742 Million 0.17% of portfolio
9,502
Q3 2024 Added 0.12%
$52.4B
$706 Million 0.16% of portfolio
5,265
Q3 2024 Added 3.74%
$11.6B
$710 Million 0.16% of portfolio
5,312
Q3 2024 Added 67.31%
$29.1B
$693 Million 0.16% of portfolio
11,606
Q3 2024 Added 15.94%
$27.4B
$669 Million 0.15% of portfolio
6,977
Q3 2024 Added 2.8%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $443 Billion
  • Prior Value $381 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 75 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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