Impact Partnership Wealth, LLC New Holdings in Q2 2025

Impact Partnership Wealth, LLC

  • $542 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ssga Active Tr
297K
New
N/A
297K $7.49B
JPM
Jpmorgan Chase & CO

Financial Services
5.64K
New
$210.28 - $289.91 $1.19M - $1.63M
5.64K $1.63B
QCOM
Qualcomm Inc

Technology
6.31K
New
$124.66 - $159.48 $787K - $1.01M
6.31K $1.01B
SPOT
Spotify Technology S.A.

Communication Services
1.3K
New
$503.3 - $775.9 $656K - $1.01M
1.3K $1B
MMM
3 M CO

Industrials
5.58K
New
$126.09 - $154.15 $704K - $861K
5.58K $850M
MCK
Mckesson Corp

Healthcare
1.1K
New
$652.83 - $732.78 $720K - $808K
1.1K $808M
ABC
Amerisourcebergen Corp

Healthcare
2.59K
New
N/A
2.59K $777M
NU
Nu Holdings Ltd.

Financial Services
56.4K
New
$9.6 - $13.72 $541K - $773K
56.4K $773M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
36.6K
New
$20.12 - $21.0 $737K - $770K
36.6K $767M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
10.5K
New
$67.83 - $92.33 $714K - $972K
10.5K $765M
SRLN
Ssga Active Trust

ETFs
17.9K
New
$39.47 - $41.59 $705K - $743K
17.9K $743M
Series Portfolios Tr
27.6K
New
N/A
27.6K $738M
NEM
Newmont Corp

Basic Materials
12.2K
New
$44.18 - $59.46 $541K - $728K
12.2K $714M
CB
Chubb LTD

Financial Services
2.44K
New
$274.32 - $302.46 $669K - $737K
2.44K $706M
FTSL
First Trust Senior Ln Fund

ETFs
14.9K
New
$44.58 - $46.07 $666K - $688K
14.9K $686M
JBBB
Janus Detroit Str Tr Henderson

ETFs
14.2K
New
$46.79 - $48.56 $664K - $689K
14.2K $684M
HIG
Hartford Financial Services Group, Inc.

Financial Services
5.38K
New
$109.83 - $131.67 $591K - $708K
5.38K $682M
HYGV
Flexshares Tr High Yield Value

ETFs
16.4K
New
$38.45 - $41.03 $631K - $673K
16.4K $673M
BUCK
Simplify Exchange Traded Fds S
28.4K
New
N/A
28.4K $671M
ABBV
Abb Vie Inc.

Healthcare
3.61K
New
$170.16 - $206.27 $614K - $744K
3.61K $670M
CLOI
Vaneck ETF Tr

ETFs
12.6K
New
$51.16 - $53.02 $644K - $668K
12.6K $667M
CAH
Cardinal Health Inc

Healthcare
3.9K
New
$125.0 - $168.0 $488K - $656K
3.9K $656M
Blackrock ETF Trust Ii
12.5K
New
N/A
12.5K $648M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.6K
New
$50.1 - $51.02 $631K - $643K
12.6K $643M
PULS
Pgim ETF Tr

ETFs
12.9K
New
$49.39 - $49.76 $638K - $643K
12.9K $643M
Morgan Stanley ETF Trust
12.8K
New
N/A
12.8K $640M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.4K
New
$40.82 - $43.14 $589K - $622K
14.4K $622M
CSHI
Shp ETF Tr Neos Enhanced Incom
12.5K
New
N/A
12.5K $621M
ICSH
Blackrock Ultra Short Term Bon

ETFs
12K
New
$50.48 - $50.71 $603K - $606K
12K $606M
Blackrock ETF Trust Ii
11.5K
New
N/A
11.5K $606M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
12.1K
New
$49.98 - $50.26 $602K - $606K
12.1K $604M
FFIV
F5, Inc.

Technology
1.97K
New
$239.25 - $295.9 $471K - $582K
1.97K $579M
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
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
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
EQH
Equitable Holdings, Inc.

Financial Services
9.37K
New
$43.98 - $56.1 $412K - $526K
9.37K $526M
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
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
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
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
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
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
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