Impact Partnership Wealth, LLC Reduced Holdings in Q1 2025

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.46K
- 30.53%
$64.88 - $72.1 $94.9K - $105K
3.33K $219M
MET
Metlife Inc

Financial Services
-1.03K
- 5.98%
$77.7 - $87.0 $79.8K - $89.3K
16.1K $1.3B
APA
Apa Corp

Energy
-3.43K
- 20.97%
$18.54 - $25.45 $63.6K - $87.3K
12.9K $272M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-2.89K
- 16.29%
$29.41 - $31.79 $85K - $91.8K
14.8K $443M
Lazard Inc
-584
- 6.19%
N/A
8.86K $384M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-2.55K
- 21.8%
$45.62 - $51.12 $116K - $130K
9.13K $465M
CEG
Constellation Energy Corp

Utilities
-131
- 4.22%
$201.63 - $347.44 $26.4K - $45.5K
2.98K $600M
PSA
Public Storage

Real Estate
-301
- 9.53%
$288.99 - $313.98 $87K - $94.5K
2.86K $855M
OMC
Omnicom Group Inc.

Communication Services
-843
- 12.98%
$79.43 - $88.34 $67K - $74.5K
5.65K $468M
BRX
Brixmor Property Group Inc.

Real Estate
-2.74K
- 20.93%
N/A
10.3K $275M
XOM
Exxon Mobil Corp

Energy
-2.03K
- 14.88%
$105.44 - $118.93 $214K - $241K
11.6K $1.38B
MA
Mastercard Inc

Financial Services
-175
- 27.56%
$504.67 - $576.31 $88.3K - $101K
460 $252M
DINO
Hf Sinclair Corp

Energy
-1.91K
- 22.49%
$30.66 - $38.48 $58.7K - $73.6K
6.59K $217M
GOOG
Alphabet Inc.

Communication Services
-63
- 3.05%
$156.06 - $207.71 $9.83K - $13.1K
2K $313M
LLY
Eli Lilly & CO

Healthcare
-162
- 15.85%
$725.72 - $929.72 $118K - $151K
860 $710M
Fidelity Wise Origin Bitcoin
-475
- 10.37%
N/A
4.11K $295M
FHN
First Horizon Corp

Financial Services
-3.17K
- 15.13%
$17.7 - $22.43 $56.1K - $71K
17.8K $345M
OZK
Bank Ozk

Financial Services
-1.6K
- 24.47%
$41.71 - $53.1 $66.7K - $84.9K
4.94K $214M
LEG
Leggett & Platt Inc

Consumer Cyclical
-4.4K
- 18.77%
$7.91 - $11.06 $34.8K - $48.6K
19K $150M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-14.5K
- 2.92%
$37.07 - $40.63 $537K - $589K
482K $19B
PLTK
Playtika Holding Corp.

Communication Services
-1.4K
- 3.83%
$4.01 - $7.45 $5.6K - $10.4K
35.1K $181M
EOG
Eog Resources Inc

Energy
-1.03K
- 8.86%
$120.54 - $138.05 $124K - $142K
10.6K $1.36B
CNXC
Concentrix Corp

Technology
-2.84K
- 38.01%
$42.45 - $65.04 $121K - $185K
4.63K $258M
JWN
Nordstrom Inc

Consumer Cyclical
-2.81K
- 23.85%
$24.01 - $24.46 $67.4K - $68.7K
8.97K $219M
OGN
Organon & Co.

Healthcare
-4.29K
- 22.74%
$14.29 - $16.41 $61.3K - $70.4K
14.6K $217M
HIW
Highwoods Properties, Inc.

Real Estate
-1.87K
- 21.59%
$27.69 - $30.78 $51.8K - $57.5K
6.79K $201M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.79K
- 12.66%
$25.93 - $29.28 $46.5K - $52.5K
12.4K $336M
MSM
Msc Industrial Direct CO Inc

Industrials
-792
- 21.85%
$74.45 - $83.08 $59K - $65.8K
2.83K $220M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-445
- 17.16%
N/A
2.15K $227M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-705
- 4.4%
$50.17 - $51.45 $35.4K - $36.3K
15.3K $772M
Wk Kellogg CO
-3.76K
- 24.13%
N/A
11.8K $236M
CRUS
Cirrus Logic, Inc.

Technology
-432
- 17.63%
$97.89 - $111.4 $42.3K - $48.1K
2.02K $201M
MMSC
First Tr ETF Viii Multi Manage

ETFs
-525
- 4.09%
$17.87 - $22.2 $9.38K - $11.7K
12.3K $224M
UGI
Ugi Corp

Utilities
-2.87K
- 26.39%
$28.0 - $34.16 $80.2K - $97.9K
7.99K $264M
VB
Vanguard Small Cap ETF

ETFs
-97
- 9.06%
$217.89 - $252.64 $21.1K - $24.5K
974 $216M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-40
- 2.3%
$192.82 - $222.1 $7.71K - $8.88K
1.7K $328M
ACGL
Arch Capital Group Ltd.

Financial Services
-934
- 6.82%
$88.13 - $96.94 $82.3K - $90.5K
12.8K $1.23B
XP
Xp Inc.

Financial Services
-5.99K
- 23.71%
$11.05 - $15.69 $66.2K - $94K
19.3K $265M
GTO
Invesco Actively Managed ETF T

ETFs
-687
- 13.46%
$45.9 - $47.37 $31.5K - $32.5K
4.42K $207M
EPR
Epr Properties

Real Estate
-1.5K
- 24.17%
$43.98 - $53.81 $65.8K - $80.4K
4.69K $247M
RPRX
Royalty Pharma PLC

Healthcare
-4.17K
- 22.78%
$25.75 - $33.86 $107K - $141K
14.1K $440M
ADT
Adt Inc.

Industrials
-8.18K
- 23.02%
$6.87 - $8.23 $56.2K - $67.3K
27.4K $223M
WPC
W. P. Carey Inc.

Real Estate
-1.44K
- 17.35%
$53.5 - $65.05 $77K - $93.7K
6.86K $433M
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.62%
$222.66 - $268.42 $1.34K - $1.61K
962 $224M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-290
- 5.3%
$39.51 - $41.0 $11.5K - $11.9K
5.18K $207M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-136
- 3.29%
$95.85 - $99.25 $13K - $13.5K
3.99K $395M
RTX
Raytheon Technologies Corp

Industrials
-231
- 11.98%
$114.1 - $135.66 $26.4K - $31.3K
1.7K $225M
AXS
Axis Capital Holdings LTD

Financial Services
-29
- 1.13%
$85.54 - $100.24 $2.48K - $2.91K
2.54K $255M
FNF
Fidelity National Financial, Inc.

Financial Services
-698
- 7.84%
$54.25 - $65.27 $37.9K - $45.6K
8.21K $534M
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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