Impact Partnership Wealth, LLC Purchases in Q1 2025

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
268K
+ 70.19%
$28.92 - $29.24 $7.76M - $7.84M
650K $19B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
74.8K
+ 52.44%
$100.34 - $100.68 $7.5M - $7.53M
217K $21.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.2K
+ 24.87%
$468.34 - $539.52 $8.05M - $9.27M
86.3K $40.4B
SPSB
Spdr Portfolio Short Term Corp

ETFs
148K
+ 88.73%
$29.82 - $30.1 $4.41M - $4.45M
315K $9.48B
SPMD
Spdr Portfolio

ETFs
102K
+ 29.21%
$50.21 - $57.73 $5.11M - $5.88M
450K $23B
VTV
Vanguard Value ETF

ETFs
19.9K
+ 21.26%
$167.73 - $179.21 $3.34M - $3.57M
114K $19.6B
SPTL
Spdr Portfolio Long Term Treas

ETFs
93.9K
+ 88.34%
$25.54 - $27.64 $2.4M - $2.6M
200K $5.46B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
89.1K
+ 34.05%
$40.03 - $46.81 $3.57M - $4.17M
351K $14.3B
MBB
Ishares Tr

ETFs
21.9K
+ 34.13%
$90.37 - $94.08 $1.98M - $2.06M
86.2K $8.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.33K
+ 34.07%
$551.42 - $612.93 $1.83M - $2.04M
13.1K $7.32B
VLO
Valero Energy Corp

Energy
9.49K
New
$121.76 - $142.99 $1.16M - $1.36M
9.49K $1.25B
SPIB
Spdr Portfolio Intermediate Te

ETFs
30.3K
+ 25.8%
$32.5 - $33.3 $984K - $1.01M
148K $4.91B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
26.2K
+ 8.63%
$27.64 - $28.58 $725K - $750K
330K $9.43B
LMT
Lockheed Martin Corp

Industrials
2.1K
+ 173.39%
$423.19 - $506.29 $888K - $1.06M
3.31K $1.48B
UNH
Unitedhealth Group Inc

Healthcare
1.7K
New
$461.52 - $548.18 $782K - $929K
1.7K $888M
SHV
Ishares Tr

ETFs
7.82K
+ 52.81%
$110.11 - $110.51 $861K - $864K
22.6K $2.5B
CF
Cf Industries Holdings, Inc.

Basic Materials
10.6K
New
$75.03 - $97.25 $792K - $1.03M
10.6K $825M
EMB
Ishares Tr

ETFs
8.45K
+ 24.0%
$88.64 - $92.03 $749K - $777K
43.6K $3.95B
WRB
Berkley W R Corp

Financial Services
8.99K
+ 116.51%
$56.7 - $71.27 $510K - $641K
16.7K $1.19B
WMT
Walmart Inc.

Consumer Defensive
8.37K
+ 208.94%
$84.5 - $105.05 $707K - $879K
12.4K $1.09B
OWL
Blue Owl Capital Inc.

Financial Services
35.5K
New
$18.49 - $26.68 $656K - $946K
35.5K $710M
LNG
Cheniere Energy, Inc.

Energy
3.03K
New
$209.32 - $253.66 $635K - $770K
3.03K $702M
COF
Capital One Financial Corp

Financial Services
3.73K
New
$163.87 - $209.82 $611K - $782K
3.73K $668M
SLB
Schlumberger Limited

Energy
15.4K
New
$38.4 - $43.74 $593K - $676K
15.4K $646M
Ishares Ethereum Tr
46.3K
New
N/A
46.3K $639M
CBRE
Cbre Group, Inc.

Real Estate
4.72K
New
$121.79 - $147.13 $575K - $695K
4.72K $618M
TGT
Target Corp

Consumer Defensive
5.76K
New
$103.65 - $142.5 $597K - $820K
5.76K $601M
PCAR
Paccar Inc

Industrials
5.99K
New
$96.91 - $112.51 $580K - $674K
5.99K $583M
ORI
Old Republic International Corp

Financial Services
14.5K
New
$33.46 - $39.22 $485K - $569K
14.5K $569M
CTRA
Coterra Energy Inc.

Energy
19.5K
New
$25.51 - $29.83 $497K - $581K
19.5K $563M
GDDY
Go Daddy Inc.

Technology
3.01K
New
$172.13 - $214.35 $518K - $645K
3.01K $542M
HAL
Halliburton CO

Energy
21.3K
New
$24.15 - $29.9 $515K - $637K
21.3K $541M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
23.7K
+ 7.43%
$13.05 - $13.97 $309K - $331K
343K $4.67B
RJF
Raymond James Financial Inc

Financial Services
3.72K
New
$137.62 - $172.64 $512K - $642K
3.72K $517M
CFG
Citizens Financial Group Inc

Financial Services
12K
New
$39.73 - $48.36 $476K - $580K
12K $491M
MTB
M&T Bank Corp

Financial Services
2.67K
New
$170.47 - $201.98 $455K - $539K
2.67K $477M
DAL
Delta Air Lines, Inc.

Industrials
10.8K
New
$43.6 - $69.06 $473K - $749K
10.8K $473M
CLX
Clorox CO

Consumer Defensive
3.15K
New
$141.76 - $162.89 $447K - $513K
3.15K $464M
LNT
Alliant Energy Corp

Utilities
7.13K
New
$56.66 - $66.04 $404K - $471K
7.13K $459M
BAH
Booz Allen Hamilton Holding Corp

Industrials
4.33K
New
$102.72 - $143.06 $445K - $620K
4.33K $453M
PRU
Prudential Financial Inc

Financial Services
4.45K
+ 65.04%
$105.04 - $122.33 $467K - $544K
11.3K $1.26B
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.87K
New
$111.56 - $223.11 $432K - $864K
3.87K $433M
Annaly Capital Management In
20K
New
N/A
20K $406M
JHG
Janus Henderson Group PLC

Financial Services
11.2K
New
$35.98 - $45.94 $402K - $513K
11.2K $404M
CAG
Conagra Brands Inc.

Consumer Defensive
14.9K
New
$23.9 - $27.67 $355K - $411K
14.9K $396M
OVV
Ovintiv Inc.

Energy
9.02K
New
$37.84 - $45.91 $341K - $414K
9.02K $386M
HOLX
Hologic Inc

Healthcare
6.06K
New
$60.7 - $73.77 $368K - $447K
6.06K $374M
BXP
Boston Properties Inc

Real Estate
5.52K
New
$63.97 - $74.91 $353K - $414K
5.52K $371M
RE
Everest Re Group LTD

Financial Services
963
New
N/A
963 $350M
Activity Summary
Buys All Purchases 153 New Holdings 60 Increased Positions 93 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email