Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.3 Billion 12.66% of portfolio
646,197
Q1 2025 Reduced 31.15%
$0
$40.4 Billion 8.64% of portfolio
86,251
Q1 2025 Added 24.87%
$0
$27.1 Billion 5.78% of portfolio
385,343
Q1 2025 Reduced 24.41%
$0
$23 Billion 4.92% of portfolio
450,222
Q1 2025 Added 29.21%
$0
$21.9 Billion 4.67% of portfolio
217,394
Q1 2025 Added 52.44%
$0
$19.6 Billion 4.19% of portfolio
113,511
Q1 2025 Added 21.26%
$0
$19 Billion 4.06% of portfolio
650,438
Q1 2025 Added 70.19%
$0
$19 Billion 4.05% of portfolio
481,831
Q1 2025 Reduced 2.92%
$0
$14.3 Billion 3.05% of portfolio
350,684
Q1 2025 Added 34.05%
$0
$13.1 Billion 2.81% of portfolio
35,446
Q1 2025 Added 5.08%
$3.38T
$10.1 Billion 2.15% of portfolio
45,312
Q1 2025 Added 1.95%
$106B
$9.74 Billion 2.08% of portfolio
33,793
Q1 2025 Reduced 30.2%
$0
$9.48 Billion 2.02% of portfolio
314,800
Q1 2025 Added 88.73%
$0
$9.43 Billion 2.01% of portfolio
329,952
Q1 2025 Added 8.63%
$0
$8.09 Billion 1.73% of portfolio
86,221
Q1 2025 Added 34.13%
$0
$7.44 Billion 1.59% of portfolio
253,040
Q1 2025 Reduced 23.82%
$0
$5.46 Billion 1.17% of portfolio
200,189
Q1 2025 Added 88.34%
$0
$4.99 Billion 1.06% of portfolio
212,889
Q1 2025 Added 2.69%
$0
$4.91 Billion 1.05% of portfolio
147,583
Q1 2025 Added 25.8%
$0
$4.67 Billion 1.0% of portfolio
342,560
Q1 2025 Added 7.43%
$0
$3.95 Billion 0.84% of portfolio
43,629
Q1 2025 Added 24.0%
$0
$3.42 Billion 0.73% of portfolio
30,803
Q1 2025 Added 4.11%
$0
$2.58 Billion 0.55% of portfolio
96,188
Q1 2025 Added 2.13%
$0
$2.5 Billion 0.53% of portfolio
22,615
Q1 2025 Added 52.81%
$431B
$2.47 Billion 0.53% of portfolio
22,803
Q1 2025 Reduced 19.44%
$3.81T
$1.86 Billion 0.4% of portfolio
4,951
Q1 2025 Added 0.28%
$0
$1.65 Billion 0.35% of portfolio
18,205
Q1 2025 Reduced 19.89%
$123B
$1.48 Billion 0.32% of portfolio
3,308
Q1 2025 Added 173.39%
$2.28T
$1.41 Billion 0.3% of portfolio
7,396
Q1 2025 Added 13.96%
$0
$1.37 Billion 0.29% of portfolio
2,446
Q1 2025 Reduced 4.08%
$69.4B
$1.36 Billion 0.29% of portfolio
10,589
Q1 2025 Reduced 8.86%
$1.01T
$1.35 Billion 0.29% of portfolio
5,204
Q1 2025 Added 4.81%
$465B
$1.38 Billion 0.29% of portfolio
11,605
Q1 2025 Reduced 14.88%
$61.7B
$1.3 Billion 0.28% of portfolio
16,141
Q1 2025 Reduced 5.98%
$26.1B
$1.31 Billion 0.28% of portfolio
9,449
Q1 2025 New
$0
$1.25 Billion 0.27% of portfolio
11,149
Q1 2025 Added 27.42%
$55.8B
$1.25 Billion 0.27% of portfolio
9,490
Q1 2025 New
$0
$1.26 Billion 0.27% of portfolio
35,377
Q1 2025 Reduced 18.78%
$38.4B
$1.26 Billion 0.27% of portfolio
11,287
Q1 2025 Added 65.04%
$32.7B
$1.23 Billion 0.26% of portfolio
12,771
Q1 2025 Reduced 6.82%
$18.1B
$1.19 Billion 0.25% of portfolio
16,706
Q1 2025 Added 116.51%
$116B
$1.18 Billion 0.25% of portfolio
7,043
Q1 2025 Added 8.72%
$172B
$1.12 Billion 0.24% of portfolio
24,708
Q1 2025 Reduced 8.47%
$258B
$1.09 Billion 0.23% of portfolio
12,370
Q1 2025 Added 208.94%
$1.07T
$1.08 Billion 0.23% of portfolio
7,002
Q1 2025 Reduced 0.75%
$368B
$1.02 Billion 0.22% of portfolio
2,795
Q1 2025 Reduced 35.73%
$280B
$1 Billion 0.21% of portfolio
16,246
Q1 2025 Reduced 29.3%
$426B
$999 Million 0.21% of portfolio
6,024
Q1 2025 Reduced 23.99%
Ishares Bitcoin Trust ETF
-
$916 Million 0.2% of portfolio
-
Q1 2025 Reduced 87.11%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $468 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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