Impact Partnership Wealth, LLC Purchases in Q4 2024

Impact Partnership Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
158K
+ 20.24%
$91.29 - $91.8 $14.4M - $14.5M
939K $85.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
20.4K
+ 41.8%
$481.22 - $538.17 $9.8M - $11M
69.1K $35.3B
Ark 21 Shares Bitcoin ETF
48.1K
New
N/A
48.1K $4.48B
Ishares Bitcoin Trust ETF
12K
+ 8.62%
N/A
152K $8.06B
AAPL
Apple Inc.

Technology
3.89K
+ 9.58%
$221.69 - $259.02 $862K - $1.01M
44.4K $11.1B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
43.6K
New
$34.72 - $35.93 $1.51M - $1.56M
43.6K $1.55B
NVDA
Nvidia Corp

Technology
9.62K
+ 51.48%
$117.0 - $148.88 $1.13M - $1.43M
28.3K $3.8B
GLD
Spdr Gold Trust

ETFs
5.55K
+ 12.95%
$236.59 - $257.5 $1.31M - $1.43M
48.4K $11.7B
TSLA
Tesla, Inc.

Consumer Cyclical
903
+ 22.23%
$213.65 - $479.86 $193K - $433K
4.97K $2.01B
MO
Altria Group, Inc.

Consumer Defensive
17.6K
New
$49.06 - $57.74 $863K - $1.02M
17.6K $920M
IVV
Ishares Core S&P 500 ETF

ETFs
1.5K
+ 141.71%
$570.51 - $610.59 $853K - $913K
2.55K $1.5B
IBM
International Business Machines Corp

Technology
4.05K
+ 64.68%
$204.9 - $238.04 $830K - $964K
10.3K $2.27B
SO
Southern CO

Utilities
10.5K
+ 331.04%
$81.5 - $94.15 $855K - $988K
13.7K $1.12B
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.32K
New
$178.39 - $215.0 $771K - $930K
4.32K $834M
CL
Colgate Palmolive CO

Consumer Defensive
8.83K
New
$90.22 - $102.31 $797K - $904K
8.83K $803M
AEP
American Electric Power CO Inc

Utilities
8.58K
New
$90.91 - $102.21 $780K - $877K
8.58K $791M
SPMD
Spdr Portfolio

ETFs
14.2K
+ 4.26%
$54.13 - $59.56 $770K - $848K
348K $19.1B
HSY
Hershey CO

Consumer Defensive
4.6K
New
$168.67 - $193.65 $777K - $892K
4.6K $780M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
9.4K
New
$81.68 - $82.93 $768K - $779K
9.4K $771M
GIS
General Mills Inc

Consumer Defensive
11.9K
New
$62.78 - $74.62 $748K - $889K
11.9K $760M
ACGL
Arch Capital Group Ltd.

Financial Services
8.99K
+ 190.73%
$88.71 - $114.86 $798K - $1.03M
13.7K $1.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.07K
+ 12.35%
$567.81 - $607.81 $609K - $652K
9.76K $5.72B
DG
Dollar General Corp

Consumer Defensive
8.33K
New
$73.27 - $84.47 $610K - $703K
8.33K $631M
AVGO
Broadcom Inc.

Technology
1.43K
+ 28.23%
$159.67 - $250.0 $228K - $357K
6.48K $1.5B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
4.65K
New
$107.98 - $143.92 $502K - $670K
4.65K $625M
DFS
Discover Financial Services

Financial Services
3.6K
New
$136.3 - $182.67 $491K - $658K
3.6K $624M
CB
Chubb LTD

Financial Services
2.26K
New
$271.57 - $301.89 $612K - $681K
2.26K $623M
AVB
Avalonbay Communities Inc

Real Estate
2.79K
New
$216.28 - $237.81 $603K - $663K
2.79K $613M
FLJP
Franklin Templeton ETF Tr

ETFs
39.9K
+ 13.65%
$28.25 - $30.5 $1.13M - $1.22M
332K $9.5B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
49.5K
+ 11.07%
$38.37 - $42.82 $1.9M - $2.12M
496K $19B
COP
Conocophillips

Energy
6.5K
+ 83.6%
$95.12 - $114.72 $618K - $745K
14.3K $1.41B
RF
Regions Financial Corp

Financial Services
25.2K
New
$22.45 - $27.47 $565K - $691K
25.2K $592M
CG
Carlyle Group Inc.

Financial Services
11.7K
New
$43.2 - $54.81 $504K - $640K
11.7K $589M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.2K
+ 6.62%
$44.33 - $49.55 $720K - $805K
262K $11.8B
HD
Home Depot, Inc.

Consumer Cyclical
1.59K
+ 57.34%
$385.02 - $431.37 $610K - $684K
4.35K $1.69B
ACN
Accenture PLC

Technology
1.62K
+ 251.16%
$343.9 - $376.86 $557K - $611K
2.27K $797M
MET
Metlife Inc

Financial Services
6.92K
+ 67.51%
$78.15 - $88.25 $541K - $611K
17.2K $1.41B
ALL
Allstate Corp

Financial Services
2.88K
New
$181.25 - $208.2 $522K - $600K
2.88K $555M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
17.7K
New
$30.02 - $31.23 $532K - $554K
17.7K $547M
UNM
Unum Group

Financial Services
7.44K
New
$58.88 - $77.07 $438K - $573K
7.44K $543M
TRV
Travelers Companies, Inc.

Financial Services
2.24K
New
$225.97 - $266.66 $505K - $596K
2.24K $538M
FCX
Freeport Mcmoran Inc

Basic Materials
14K
New
$38.08 - $50.82 $532K - $711K
14K $532M
VTV
Vanguard Value ETF

ETFs
5.8K
+ 6.6%
$168.32 - $181.87 $975K - $1.05M
93.6K $15.8B
HDV
Ishares Core High Dividend ETF

ETFs
4.6K
New
$110.82 - $121.28 $509K - $557K
4.6K $516M
ARES
Ares Management Corp

Financial Services
2.9K
New
$153.38 - $183.7 $444K - $532K
2.9K $513M
RMD
Resmed Inc

Healthcare
2.21K
New
$228.69 - $256.07 $505K - $565K
2.21K $505M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.44K
New
$91.94 - $100.02 $500K - $544K
5.44K $504M
IP
International Paper CO

Consumer Cyclical
7.87K
+ 73.16%
$46.64 - $59.57 $367K - $469K
18.6K $1B
MSFT
Microsoft Corp

Technology
1.2K
+ 32.11%
$406.35 - $454.46 $488K - $545K
4.94K $2.08B
Activity Summary
Buys All Purchases 243 New Holdings 102 Increased Positions 141 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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