Impact Partnership Wealth, LLC Purchases in Q2 2025

Impact Partnership Wealth, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USB
Us Bancorp \De\

Financial Services
11.6K
+ 68.32%
$36.4 - $45.76 $421K - $530K
28.5K $1.29B
CVS
Cvs Health Corp

Healthcare
8.31K
New
$60.04 - $70.18 $499K - $583K
8.31K $573M
MO
Altria Group, Inc.

Consumer Defensive
9.76K
New
$55.56 - $60.91 $542K - $595K
9.76K $572M
GILD
Gilead Sciences, Inc.

Healthcare
5.23K
+ 66.18%
$96.91 - $113.0 $507K - $591K
13.1K $1.46B
Pimco ETF Tr
21.4K
New
N/A
21.4K $567M
SCCO
Southern Copper Corp

Basic Materials
5.61K
New
$75.63 - $104.64 $424K - $587K
5.61K $567M
UNH
Unitedhealth Group Inc

Healthcare
2.93K
+ 172.63%
$274.35 - $599.47 $803K - $1.75M
4.62K $1.44B
FOXA
Fox Corp

Communication Services
9.74K
New
$47.21 - $57.04 $460K - $556K
9.74K $546M
AMGN
Amgen Inc

Healthcare
1.93K
New
$262.28 - $309.85 $506K - $598K
1.93K $539M
COP
Conocophillips

Energy
7.18K
+ 97.24%
$82.66 - $106.1 $594K - $762K
14.6K $1.31B
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
13.4K
New
$36.2 - $38.97 $484K - $521K
13.4K $521M
CGMS
Capital Grp Core Plus Income E
18.7K
New
N/A
18.7K $516M
RPRX
Royalty Pharma PLC

Healthcare
12.3K
+ 87.14%
$30.85 - $36.14 $380K - $446K
26.5K $954M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4.58K
New
$105.72 - $1416.0 $484K - $6.49M
4.58K $512M
AUB
Atlantic Union Bankshares Corp

Financial Services
15.6K
New
$23.85 - $32.24 $372K - $503K
15.6K $488M
SHV
Ishares Tr

ETFs
4.37K
+ 19.34%
$110.06 - $110.46 $481K - $483K
27K $2.98B
MBIN
Merchants Bancorp

Financial Services
14.5K
New
$30.06 - $37.17 $436K - $540K
14.5K $480M
KMB
Kimberly Clark Corp

Consumer Defensive
3.62K
New
$126.84 - $145.22 $459K - $526K
3.62K $467M
EMB
Ishares Tr

ETFs
3.96K
+ 9.09%
$86.54 - $92.62 $343K - $367K
47.6K $4.41B
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.6K
+ 7.87%
$32.62 - $33.58 $379K - $390K
159K $5.35B
HSY
Hershey CO

Consumer Defensive
2.61K
New
$151.29 - $173.13 $395K - $452K
2.61K $434M
EBAY
Ebay Inc

Consumer Cyclical
5.82K
New
$59.52 - $79.36 $347K - $462K
5.82K $434M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
14.8K
+ 6.96%
$22.4 - $23.8 $332K - $352K
228K $5.42B
TSN
Tyson Foods, Inc.

Consumer Defensive
7.74K
New
$54.33 - $63.56 $421K - $492K
7.74K $433M
EQR
Equity Residential

Real Estate
6.36K
New
$61.82 - $71.72 $393K - $456K
6.36K $429M
META
Meta Platforms, Inc.

Communication Services
210
+ 12.87%
$484.66 - $738.09 $102K - $155K
1.84K $1.36B
FTCS
First Trust Capital Strength E

ETFs
4.48K
New
$81.6 - $92.39 $365K - $414K
4.48K $407M
PFG
Principal Financial Group Inc

Financial Services
5.06K
New
$69.56 - $86.19 $352K - $436K
5.06K $402M
INVH
Invitation Homes Inc.

Real Estate
11.9K
New
$30.53 - $35.47 $364K - $423K
11.9K $391M
BMY
Bristol Myers Squibb CO

Healthcare
12.9K
+ 91.1%
$44.12 - $59.6 $570K - $770K
27.1K $1.25B
TSLA
Tesla, Inc.

Consumer Cyclical
262
+ 5.03%
$221.86 - $362.89 $58.1K - $95.1K
5.47K $1.74B
CIVI
Civitas Resources, Inc.

Energy
14.1K
New
$24.28 - $35.09 $342K - $494K
14.1K $387M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
837
+ 191.53%
$483.48 - $539.8 $405K - $452K
1.27K $619M
ADP
Automatic Data Processing Inc

Industrials
1.25K
New
$276.76 - $326.81 $345K - $407K
1.25K $384M
MOH
Molina Healthcare, Inc.

Healthcare
1.28K
New
$290.25 - $353.24 $372K - $453K
1.28K $382M
CTRA
Coterra Energy Inc.

Energy
17.5K
+ 89.9%
$22.6 - $29.07 $396K - $509K
37K $939M
LAMR
Lamar Advertising CO

Real Estate
2.87K
+ 84.73%
$102.35 - $121.67 $294K - $349K
6.26K $759M
DOX
Amdocs LTD

Technology
3.94K
New
$80.46 - $94.08 $317K - $371K
3.94K $360M
TIP
Ishares Tr Tips Bd ETF

ETFs
3.52K
+ 11.42%
$107.93 - $110.97 $380K - $390K
34.3K $3.78B
GL
Globe Life Inc.

Financial Services
2.83K
New
$113.29 - $133.09 $321K - $377K
2.83K $352M
REG
Regency Centers Corp

Real Estate
4.93K
New
$65.48 - $74.74 $323K - $368K
4.93K $351M
DDS
Dillard'S, Inc.

Consumer Cyclical
821
New
$294.77 - $422.75 $242K - $347K
821 $343M
BBY
Best Buy CO Inc

Consumer Cyclical
5.67K
+ 94.48%
$56.17 - $75.73 $318K - $429K
11.7K $783M
KD
Kyndryl Holdings, Inc.

Technology
8.05K
New
$27.77 - $41.96 $223K - $338K
8.05K $338M
GOOGL
Alphabet Inc.

Communication Services
1.05K
+ 14.97%
$144.7 - $178.6 $152K - $187K
8.05K $1.42B
MKTX
Marketaxess Holdings Inc

Financial Services
1.41K
New
$203.19 - $231.09 $286K - $326K
1.41K $315M
JBL
Jabil Inc

Technology
259
+ 8.34%
$116.88 - $218.1 $30.3K - $56.5K
3.36K $734M
Ishares Bitcoin Trust ETF
407
+ 2.08%
N/A
20K $1.22B
Ishares Ethereum Tr
3.05K
+ 6.59%
N/A
49.3K $940M
Activity Summary
Buys All Purchases 199 New Holdings 97 Increased Positions 102 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 3 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