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
CINF
Cincinnati Financial Corp

Financial Services
399
+ 13.01%
$133.67 - $147.81 $53.3K - $59K
3.47K $512M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
709
+ 7.54%
$81.83 - $82.73 $58K - $58.7K
10.1K $836M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.01K
+ 2.13%
$26.64 - $27.14 $53.5K - $54.5K
96.2K $2.58B
EXPE
Expedia Group, Inc.

Consumer Cyclical
618
+ 26.28%
$157.11 - $206.52 $97.1K - $128K
2.97K $499M
NXST
Nexstar Media Group, Inc.

Communication Services
179
+ 13.32%
$146.34 - $182.75 $26.2K - $32.7K
1.52K $273M
JBL
Jabil Inc

Technology
578
+ 22.87%
$130.51 - $173.33 $75.4K - $100K
3.11K $423M
LAB
Standard Biotools Inc.

Healthcare
53.9K
New
$1.01 - $2.06 $54.4K - $111K
53.9K $58.2M
ARES
Ares Management Corp

Financial Services
969
+ 33.44%
$140.19 - $198.28 $136K - $192K
3.87K $567M
BA
Boeing CO

Industrials
277
+ 23.86%
$148.15 - $186.25 $41K - $51.6K
1.44K $245M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
11.7K
New
$2.86 - $9.78 $33.5K - $115K
11.7K $33.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
213
+ 5.3%
$63.77 - $71.36 $13.6K - $15.2K
4.23K $292M
VEA
Vanguard Ftse Developed Market

ETFs
37
+ 0.39%
$47.4 - $52.99 $1.75K - $1.96K
9.47K $481M
RNR
Renaissancere Holdings LTD

Financial Services
154
+ 14.88%
$226.55 - $263.22 $34.9K - $40.5K
1.19K $285M
AIZ
Assurant, Inc.

Financial Services
148
+ 13.09%
$198.92 - $218.67 $29.4K - $32.4K
1.28K $268M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
492
+ 9.83%
$54.25 - $57.64 $26.7K - $28.4K
5.5K $303M
PG
Procter & Gamble CO

Consumer Defensive
59
+ 1.44%
$158.56 - $176.26 $9.36K - $10.4K
4.17K $710M
CSL
Carlisle Companies Inc

Industrials
140
+ 14.48%
$326.43 - $408.24 $45.7K - $57.2K
1.11K $377M
IWR
Ishares Russell Mid Cap ETF

ETFs
412
+ 8.27%
$82.81 - $92.93 $34.1K - $38.3K
5.39K $459M
RLI
Rli Corp

Financial Services
1.56K
+ 121.48%
$71.75 - $163.21 $112K - $254K
2.84K $228M
URTH
Ishares Msci World ETF

ETFs
135
+ 7.18%
$151.24 - $164.09 $20.4K - $22.2K
2.02K $309M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
421
+ 21.45%
$93.57 - $120.35 $39.4K - $50.7K
2.38K $228M
UI
Ubiquiti Inc.

Technology
107
+ 11.18%
$300.93 - $431.11 $32.2K - $46.1K
1.06K $330M
INGR
Ingredion Inc

Consumer Defensive
111
+ 6.57%
$125.6 - $137.36 $13.9K - $15.2K
1.8K $243M
EFG
Msci Eafe Growth ETF

ETFs
26
+ 1.2%
$96.1 - $106.37 $2.5K - $2.77K
2.2K $219M
AMP
Ameriprise Financial Inc

Financial Services
108
+ 11.29%
$472.29 - $575.13 $51K - $62.1K
1.07K $516M
LPX
Louisiana Pacific Corp

Industrials
311
+ 15.43%
$89.37 - $118.15 $27.8K - $36.7K
2.33K $214M
ACM
Aecom

Industrials
499
+ 16.37%
$92.54 - $111.05 $46.2K - $55.4K
3.55K $329M
FMAG
Fidelity Covington Tr

ETFs
739
+ 7.31%
$28.87 - $33.0 $21.3K - $24.4K
10.9K $316M
IWP
Ishares Russell Mid Cap Growth

ETFs
135
+ 7.16%
$114.9 - $139.6 $15.5K - $18.8K
2.02K $237M
PNOV
Innovator U.S. Equity Power Bu
68
+ 0.84%
N/A
8.13K $303M
LDOS
Leidos Holdings, Inc.

Technology
182
+ 5.55%
$126.82 - $161.11 $23.1K - $29.3K
3.46K $467M
IWF
Ishares Russell 1000 Gr ETF

ETFs
106
+ 9.07%
$360.07 - $417.26 $38.2K - $44.2K
1.28K $461M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
684
+ 4.88%
$32.49 - $37.99 $22.2K - $26K
14.7K $492M
DOCU
Docusign, Inc.

Technology
342
+ 7.44%
$74.7 - $97.7 $25.5K - $33.4K
4.94K $402M
IWM
Ishares Russell 2000 ETF

ETFs
86
+ 5.8%
$198.1 - $229.79 $17K - $19.8K
1.57K $313M
AMZN
Amazon Com Inc

Consumer Cyclical
906
+ 13.96%
$190.26 - $242.06 $172K - $219K
7.4K $1.41B
VST
Vistra Corp.

Utilities
536
+ 12.86%
$108.49 - $191.89 $58.2K - $103K
4.7K $552M
PEGA
Pegasystems Inc

Technology
484
+ 19.75%
$68.14 - $112.29 $33K - $54.3K
2.94K $204M
MTZ
Mastec Inc

Industrials
67
+ 3.56%
$108.66 - $160.79 $7.28K - $10.8K
1.95K $228M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
40
+ 0.88%
$62.43 - $84.12 $2.5K - $3.36K
4.59K $299M
WSM
Williams Sonoma Inc

Consumer Cyclical
223
+ 7.6%
$158.1 - $217.71 $35.3K - $48.5K
3.16K $499M
FOUR
Shift4 Payments, Inc.

Technology
95
+ 4.01%
$81.71 - $125.66 $7.76K - $11.9K
2.47K $202M
EME
Emcor Group, Inc.

Industrials
97
+ 9.58%
$361.16 - $535.99 $35K - $52K
1.11K $410M
SYF
Synchrony Financial

Financial Services
650
+ 8.25%
$51.9 - $70.63 $33.7K - $45.9K
8.53K $452M
KSS
Kohls Corp

Consumer Cyclical
2.27K
+ 15.44%
$8.06 - $14.12 $18.3K - $32K
16.9K $139M
SASR
Sandy Spring Bancorp Inc

Financial Services
170
+ 1.0%
$27.6 - $35.08 $4.69K - $5.96K
17.1K $479M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.43K
+ 13.37%
$65.15 - $91.81 $93.3K - $131K
12.1K $792M
MSFT
Microsoft Corp

Technology
14
+ 0.28%
$375.39 - $447.2 $5.26K - $6.26K
4.95K $1.86B
AVGO
Broadcom Inc.

Technology
565
+ 8.72%
$167.43 - $244.7 $94.6K - $138K
7.04K $1.18B
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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