Impact Partnership Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Billion distributed in 259 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 $59.3B, Invesco Qqq Trust, Series 1 with a value of $40.4B, Vanguard Ftse Europe ETF Ftse with a value of $27.1B, Spdr Portfolio with a value of $23B, and Ishares Trishares 0 3 Mnth Tre with a value of $21.9B.
Examining the 13F form we can see an decrease of $27.2B in the current position value, from $495B to 468B.
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
$468 Billion
ETFs: $357 Billion
Financial Services: $27.7 Billion
Technology: $24.4 Billion
Energy: $9.06 Billion
Consumer Cyclical: $8.08 Billion
Healthcare: $7.9 Billion
Industrials: $6.88 Billion
Communication Services: $6.45 Billion
Other: $14.1 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions