Impact Capital Partners LLC Incresed Positions in Q3 2025

Impact Capital Partners LLC

  • $332 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DDWM
Wisdomtree Tr Currency Hedged

ETFs
85.9K
+ 76.69%
$39.39 - $42.09 $3.39M - $3.62M
198K $8.28B
NVDA
Nvidia Corp

Technology
3.88K
+ 4.91%
$153.3 - $186.58 $595K - $724K
83K $15.5B
AVGO
Broadcom Inc.

Technology
2.78K
+ 8.21%
$264.74 - $369.57 $735K - $1.03M
36.6K $12.1B
ORCL
Oracle Corp

Technology
3.08K
+ 11.86%
$218.96 - $328.33 $675K - $1.01M
29.1K $8.17B
MSFT
Microsoft Corp

Technology
2.19K
+ 5.71%
$491.09 - $535.64 $1.07M - $1.17M
40.5K $21B
ABBV
Abb Vie Inc.

Healthcare
1.94K
+ 7.93%
$184.85 - $231.54 $359K - $449K
26.4K $6.12B
JNJ
Johnson & Johnson

Healthcare
1.1K
+ 4.58%
$155.17 - $185.42 $171K - $204K
25.1K $4.65B
TSLA
Tesla, Inc.

Consumer Cyclical
233
+ 4.03%
$293.94 - $444.72 $68.5K - $104K
6.02K $2.68B
JPM
Jpmorgan Chase & CO

Financial Services
595
+ 3.06%
$282.78 - $316.06 $168K - $188K
20.1K $6.33B
HD
Home Depot, Inc.

Consumer Cyclical
648
+ 6.69%
$357.4 - $423.42 $232K - $274K
10.3K $4.19B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.85K
+ 174.47%
$92.26 - $97.51 $355K - $375K
6.05K $584M
ADI
Analog Devices Inc

Technology
1.12K
+ 9.29%
$220.68 - $255.63 $247K - $286K
13.2K $3.23B
Blackrock Inc
5
+ 0.18%
N/A
2.71K $3.16B
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.95K
+ 53.92%
$87.29 - $93.61 $257K - $276K
8.42K $786M
PLTR
Palantir Technologies Inc.

Technology
614
+ 15.51%
$130.68 - $186.97 $80.2K - $115K
4.57K $834M
MCD
Mcdonalds Corp

Consumer Cyclical
600
+ 6.31%
$291.67 - $316.99 $175K - $190K
10.1K $3.07B
OMF
One Main Holdings, Inc.

Financial Services
5.56K
+ 10.53%
$55.61 - $62.61 $309K - $348K
58.4K $3.3B
PLD
Prologis, Inc.

Real Estate
1.26K
+ 8.74%
$104.08 - $115.35 $131K - $146K
15.7K $1.8B
UNH
Unitedhealth Group Inc

Healthcare
200
+ 3.17%
$237.77 - $353.61 $47.6K - $70.7K
6.51K $2.25B
CVX
Chevron Corp

Energy
631
+ 4.22%
$145.57 - $161.83 $91.9K - $102K
15.6K $2.42B
APH
Amphenol Corp

Technology
1.22K
+ 26.92%
$97.39 - $125.4 $119K - $153K
5.76K $712M
IVV
Ishares Core S&P 500 ETF

ETFs
115
+ 2.97%
$620.67 - $670.08 $71.4K - $77.1K
3.98K $2.67B
Linde PLC
465
+ 8.69%
N/A
5.81K $2.76B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
1.26K
+ 1.48%
$44.58 - $48.01 $56.3K - $60.6K
86.7K $4.15B
PSX
Phillips 66

Energy
770
+ 10.19%
$118.37 - $139.46 $91.1K - $107K
8.32K $1.13B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.94K
+ 28.61%
$72.57 - $74.72 $214K - $220K
13.2K $984M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.03K
+ 88.35%
$192.76 - $203.86 $199K - $210K
2.2K $447M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
5.16K
+ 9.02%
$37.5 - $40.3 $194K - $208K
62.4K $2.49B
IWF
Ishares Russell 1000 Gr ETF

ETFs
304
+ 23.84%
$420.11 - $472.68 $128K - $144K
1.58K $740M
CAT
Caterpillar Inc

Industrials
75
+ 4.11%
$390.92 - $477.15 $29.3K - $35.8K
1.9K $907M
ABT
Abbott Laboratories

Healthcare
1.74K
+ 7.86%
$120.51 - $136.62 $210K - $238K
23.9K $3.2B
PEP
Pepsico Inc

Consumer Defensive
845
+ 10.43%
$133.81 - $152.16 $113K - $129K
8.95K $1.26B
BANF
Bancfirst Corp

Financial Services
1.39K
+ 38.74%
$119.95 - $136.48 $167K - $190K
4.99K $631M
VIG
Vanguard Dividend Appreciation

ETFs
451
+ 5.69%
N/A
8.38K $1.81B
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 0.89%
$617.65 - $666.84 $18.5K - $20K
3.41K $2.27B
GE
General Electric CO

Industrials
160
+ 5.67%
$244.75 - $305.63 $39.2K - $48.9K
2.98K $897M
CSX
Csx Corp

Industrials
84
+ 0.17%
$32.05 - $36.52 $2.69K - $3.07K
50.1K $1.78B
NXST
Nexstar Media Group, Inc.

Communication Services
335
+ 11.73%
$176.71 - $211.31 $59.2K - $70.8K
3.19K $631M
Ge Vernova Inc
125
+ 22.32%
N/A
685 $421M
MUR
Murphy Oil Corp

Energy
1.57K
+ 11.92%
$22.13 - $30.03 $34.7K - $47.1K
14.7K $418M
MC
Moelis & CO

Financial Services
147
+ 1.24%
$64.0 - $77.75 $9.41K - $11.4K
12K $856M
Lam Research Corp
48
+ 1.62%
N/A
3.02K $404M
USFR
Wisdomtree Floating Rate Treas

ETFs
2.28K
+ 6.74%
$50.23 - $50.48 $114K - $115K
36K $1.81B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
257
+ 1.24%
$74.73 - $80.82 $19.2K - $20.8K
21K $1.67B
URI
United Rentals, Inc.

Industrials
6
+ 1.17%
$774.14 - $975.23 $4.64K - $5.85K
519 $495M
ASML
Asml Holding Nv

Technology
34
+ 7.56%
$689.63 - $968.09 $23.4K - $32.9K
484 $469M
WMT
Walmart Inc.

Consumer Defensive
398
+ 3.48%
$94.4 - $104.27 $37.6K - $41.5K
11.8K $1.22B
GS
Goldman Sachs Group Inc

Financial Services
36
+ 4.48%
$696.56 - $806.32 $25.1K - $29K
840 $669M
RDNT
Rad Net, Inc.

Healthcare
11
+ 0.22%
$52.53 - $77.24 $578 - $850
5.09K $388M
Activity Summary
Buys All Purchases 135 New Holdings 26 Increased Positions 109 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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