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
SNA
Snap On Inc

Industrials
1K
New
$324.09 - $358.62 $324K - $359K
1K $337M
BEN
Franklin Resources Inc

Financial Services
17.4K
New
$18.92 - $22.24 $330K - $388K
17.4K $335M
RF
Regions Financial Corp

Financial Services
16.7K
+ 66.28%
$20.84 - $24.77 $348K - $413K
41.8K $909M
AM
Antero Midstream Corp

Energy
17K
New
$15.47 - $18.04 $263K - $307K
17K $306M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
12.1K
+ 74.06%
$24.5 - $24.95 $296K - $302K
28.4K $704M
ZBRA
Zebra Technologies Corp

Technology
1.02K
New
$271.72 - $421.11 $278K - $430K
1.02K $289M
SEIC
Sei Investments CO

Financial Services
3.68K
New
$72.08 - $86.58 $265K - $319K
3.68K $286M
First Tr Exchange Traded Fd
12.8K
+ 58.35%
N/A
34.7K $728M
CG
Carlyle Group Inc.

Financial Services
8.1K
+ 69.38%
$40.03 - $56.96 $324K - $461K
19.8K $862M
GMED
Globus Medical Inc

Healthcare
3.72K
New
$69.68 - $93.32 $259K - $347K
3.72K $272M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.22K
+ 4.11%
$106.22 - $111.09 $129K - $135K
30.8K $3.42B
AGCO
Agco Corp

Industrials
2.82K
New
$88.82 - $106.69 $250K - $301K
2.82K $261M
SNX
Td Synnex Corp

Technology
2.47K
New
$103.96 - $144.69 $257K - $358K
2.47K $257M
COIN
Coinbase Global, Inc.

Technology
2.31K
+ 118.74%
$172.23 - $301.3 $397K - $695K
4.25K $732M
IVZ
Invesco Ltd.

Financial Services
16.3K
New
$14.82 - $19.34 $242K - $316K
16.3K $248M
DBX
Dropbox, Inc.

Technology
9.16K
New
$24.55 - $33.27 $225K - $305K
9.16K $245M
GNRC
Generac Holdings Inc.

Industrials
1.92K
New
$126.65 - $164.06 $243K - $315K
1.92K $243M
PB
Prosperity Bancshares Inc

Financial Services
3.39K
New
$69.3 - $80.69 $235K - $274K
3.39K $242M
HRB
H&R Block Inc

Consumer Cyclical
4.37K
New
$49.96 - $55.97 $218K - $245K
4.37K $240M
MKSI
Mks Instruments Inc

Technology
2.97K
New
$78.89 - $122.69 $234K - $364K
2.97K $238M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
437
New
$442.66 - $534.52 $193K - $234K
437 $233M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
4.9K
New
$46.53 - $53.12 $228K - $260K
4.9K $231M
SLGN
Silgan Holdings Inc

Consumer Cyclical
4.32K
New
$48.82 - $56.15 $211K - $243K
4.32K $221M
RYN
Rayonier Inc

Real Estate
7.81K
New
$24.95 - $28.24 $195K - $221K
7.81K $218M
VIRT
Virtu Financial, Inc.

Financial Services
5.19K
+ 70.1%
$34.19 - $40.96 $177K - $213K
12.6K $480M
FAF
First American Financial Corp

Financial Services
3.29K
New
$57.7 - $66.47 $190K - $218K
3.29K $216M
SON
Sonoco Products CO

Consumer Cyclical
4.45K
New
$44.71 - $49.22 $199K - $219K
4.45K $210M
KNSL
Kinsale Capital Group, Inc.

Financial Services
425
New
$416.48 - $494.72 $177K - $210K
425 $207M
WCC
Wesco International Inc

Industrials
1.32K
New
$155.3 - $199.95 $205K - $264K
1.32K $205M
ETSY
Etsy Inc

Consumer Cyclical
4.33K
New
$44.4 - $57.29 $192K - $248K
4.33K $204M
ALL
Allstate Corp

Financial Services
769
+ 26.69%
$180.99 - $210.18 $139K - $162K
3.65K $756M
FPX
First Trust Us Equity Opportun

ETFs
2.4K
+ 27.42%
$106.21 - $143.53 $255K - $344K
11.1K $1.25B
First Tr Exchange Traded Fd
8.59K
+ 27.62%
N/A
39.7K $824M
TRV
Travelers Companies, Inc.

Financial Services
509
+ 22.77%
$232.43 - $265.13 $118K - $135K
2.74K $726M
Vestis Corporation
17.6K
New
N/A
17.6K $174M
PGR
Progressive Corp

Financial Services
149
+ 5.25%
$235.61 - $291.22 $35.1K - $43.4K
2.99K $846M
CMA
Comerica Inc

Financial Services
2.74K
+ 45.69%
$56.11 - $68.38 $154K - $187K
8.72K $515M
OMF
One Main Holdings, Inc.

Financial Services
3.28K
+ 63.44%
$45.35 - $58.06 $149K - $190K
8.45K $413M
PPC
Pilgrims Pride Corp

Consumer Defensive
1.76K
+ 37.09%
$44.52 - $55.93 $78.5K - $98.6K
6.52K $355M
Core Scientific Inc New
17.5K
New
N/A
17.5K $127M
HDV
Ishares Core High Dividend ETF

ETFs
681
+ 14.82%
$110.86 - $121.12 $75.5K - $82.5K
5.28K $639M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.58K
+ 2.69%
$23.32 - $23.84 $130K - $133K
213K $4.99B
CBOE
Cboe Global Markets, Inc.

Financial Services
201
+ 8.99%
$190.84 - $226.29 $38.4K - $45.5K
2.44K $551M
CIFR
Cipher Mining Inc.

Financial Services
47.6K
New
$2.3 - $6.08 $109K - $289K
47.6K $109M
FTI
Technip Fmc PLC

Energy
2.66K
+ 29.7%
$25.3 - $32.57 $67.4K - $86.7K
11.6K $369M
NRG
Nrg Energy, Inc.

Utilities
544
+ 12.08%
$84.82 - $113.33 $46.1K - $61.7K
5.05K $482M
FTGS
First Tr Exchange Traded Fd Gr
3.1K
+ 24.67%
N/A
15.7K $466M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
790
+ 14.52%
$90.0 - $96.32 $71.1K - $76.1K
6.23K $575M
DVA
Davita Inc.

Healthcare
422
+ 21.74%
$140.0 - $177.35 $59.1K - $74.8K
2.36K $361M
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
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