Impact Partnership Wealth, LLC Portfolio Holdings
Impact Partnership Wealth, LLC
- $381 Billion
- Q2 2024
Impact Partnership Wealth, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $381 Billion distributed in 217 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 $97.8B, Invesco Qqq Trust, Series 1 with a value of $20.7B, Vanguard Ftse Europe ETF Ftse with a value of $19.5B, Ishares Trishares 0 3 Mnth Tre with a value of $14.8B, and Spdr Portfolio with a value of $14.5B.
Examining the 13F form we can see an increase of $128B in the current position value, from $252B to 381B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 217
- Current Value $381 Billion
- Prior Value $252 Billion
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 38 stocks
- Additional Purchases 164 stocks
- Sold out of 0 stocks
- Reduced holdings in 13 stocks