Impact Partnership Wealth, LLC New Holdings in Q4 2024

Impact Partnership Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ark 21 Shares Bitcoin ETF
48.1K
New
N/A
48.1K $4.48B
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
43.6K
New
$34.72 - $35.93 $1.51M - $1.56M
43.6K $1.55B
MO
Altria Group, Inc.

Consumer Defensive
17.6K
New
$49.06 - $57.74 $863K - $1.02M
17.6K $920M
MSTR
Microstrategy Inc

Technology
3.17K
New
$162.69 - $473.83 $515K - $1.5M
3.17K $917M
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
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
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
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
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
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
LDOS
Leidos Holdings, Inc.

Technology
3.28K
New
$143.17 - $201.39 $470K - $661K
3.28K $473M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.17K
New
$370.24 - $418.94 $433K - $490K
1.17K $470M
TAP
Molson Coors Beverage CO

Consumer Defensive
8.16K
New
$53.97 - $63.88 $441K - $521K
8.16K $468M
RPRX
Royalty Pharma PLC

Healthcare
18.3K
New
$24.28 - $28.39 $445K - $520K
18.3K $467M
PHM
Pultegroup Inc

Consumer Cyclical
4.26K
New
$108.86 - $149.04 $464K - $635K
4.26K $464M
MTG
Mgic Investment Corp

Financial Services
19.3K
New
$23.32 - $26.4 $451K - $511K
19.3K $459M
ACI
Albertsons Companies, Inc.

Consumer Defensive
23.1K
New
$18.01 - $19.92 $415K - $459K
23.1K $453M
First Tr Exchange Traded Fd
21.9K
New
N/A
21.9K $452M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.98K
New
$87.25 - $95.52 $435K - $476K
4.98K $440M
Northern Lts Fd Tr Iv
11.8K
New
N/A
11.8K $404M
BMAR
Innovator U.S. Equity Buffer E

ETFs
8.74K
New
$44.7 - $46.74 $391K - $408K
8.74K $403M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
16.3K
New
$24.55 - $25.16 $401K - $411K
16.3K $403M
PII
Polaris Inc.

Consumer Cyclical
6.56K
New
$56.74 - $83.06 $372K - $544K
6.56K $378M
APA
Apa Corp

Energy
16.4K
New
$20.47 - $27.07 $335K - $443K
16.4K $378M
Northern Lts Fd Tr Iv
11.9K
New
N/A
11.9K $374M
Fidelity Wise Origin Bitcoin
4.58K
New
N/A
4.58K $374M
CMA
Comerica Inc

Financial Services
5.99K
New
$57.88 - $72.73 $347K - $436K
5.99K $370M
BRX
Brixmor Property Group Inc.

Real Estate
13.1K
New
N/A
13.1K $364M
Northern Lts Fd Tr Iv
11.9K
New
N/A
11.9K $362M
WMT
Walmart Inc.

Consumer Defensive
4K
New
$79.1 - $95.7 $317K - $383K
4K $362M
BLDR
Builders First Source, Inc.

Industrials
2.45K
New
$142.93 - $198.25 $350K - $485K
2.45K $350M
THC
Tenet Healthcare Corp

Healthcare
2.68K
New
$125.42 - $168.52 $336K - $451K
2.68K $338M
MA
Mastercard Inc

Financial Services
635
New
$491.3 - $536.15 $312K - $340K
635 $334M
EVRG
Evergy, Inc.

Utilities
5.38K
New
$59.06 - $65.0 $318K - $349K
5.38K $331M
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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