Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025

Impact Partnership Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $59.3B, Invesco Qqq Trust, Series 1 with a value of $40.4B, Vanguard Ftse Europe ETF Ftse with a value of $27.1B, Spdr Portfolio with a value of $23B, and Ishares Trishares 0 3 Mnth Tre with a value of $21.9B.

Examining the 13F form we can see an decrease of $27.2B in the current position value, from $495B to 468B.

Impact Partnership Wealth, LLC is based out at Kennesaw, GA

Below you can find more details about Impact Partnership Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $468 Billion
ETFs: $357 Billion
Financial Services: $27.7 Billion
Technology: $24.4 Billion
Energy: $9.06 Billion
Consumer Cyclical: $8.08 Billion
Healthcare: $7.9 Billion
Industrials: $6.88 Billion
Communication Services: $6.45 Billion
Other: $14.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$10.1 Billion 2.15% of portfolio
45,312
Q1 2025 Added 1.95%
$327B
$2.47 Billion 0.53% of portfolio
22,803
Q1 2025 Reduced 19.44%
$3.36T
$1.86 Billion 0.4% of portfolio
4,951
Q1 2025 Added 0.28%
$123B
$1.48 Billion 0.32% of portfolio
3,308
Q1 2025 Added 173.39%
$2.05T
$1.41 Billion 0.3% of portfolio
7,396
Q1 2025 Added 13.96%
$64.6B
$1.36 Billion 0.29% of portfolio
10,589
Q1 2025 Reduced 8.86%
$1.07T
$1.35 Billion 0.29% of portfolio
5,204
Q1 2025 Added 4.81%
$429B
$1.38 Billion 0.29% of portfolio
11,605
Q1 2025 Reduced 14.88%
$61.6B
$1.3 Billion 0.28% of portfolio
16,141
Q1 2025 Reduced 5.98%
$26.4B
$1.31 Billion 0.28% of portfolio
9,449
Q1 2025 New
$49.6B
$1.25 Billion 0.27% of portfolio
9,490
Q1 2025 New
$37.9B
$1.26 Billion 0.27% of portfolio
11,287
Q1 2025 Added 65.04%
$34B
$1.23 Billion 0.26% of portfolio
12,771
Q1 2025 Reduced 6.82%
$19.4B
$1.19 Billion 0.25% of portfolio
16,706
Q1 2025 Added 116.51%
$92.6B
$1.18 Billion 0.25% of portfolio
7,043
Q1 2025 Added 8.72%
$182B
$1.12 Billion 0.24% of portfolio
24,708
Q1 2025 Reduced 8.47%
$1.01T
$1.08 Billion 0.23% of portfolio
7,002
Q1 2025 Reduced 0.75%
$371B
$1.02 Billion 0.22% of portfolio
2,795
Q1 2025 Reduced 35.73%
$259B
$1 Billion 0.21% of portfolio
16,246
Q1 2025 Reduced 29.3%
$400B
$999 Million 0.21% of portfolio
6,024
Q1 2025 Reduced 23.99%
$1.41T
$941 Million 0.2% of portfolio
1,632
Q1 2025 Reduced 24.79%
$276B
$888 Million 0.19% of portfolio
1,695
Q1 2025 New
$135B
$886 Million 0.19% of portfolio
7,906
Q1 2025 Reduced 38.95%
$195B
$909 Million 0.19% of portfolio
32,148
Q1 2025 Reduced 40.62%
$19.8B
$909 Million 0.19% of portfolio
41,835
Q1 2025 Added 66.28%
$162B
$846 Million 0.18% of portfolio
2,989
Q1 2025 Added 5.25%
$17.7B
$825 Million 0.18% of portfolio
10,552
Q1 2025 New
$16B
$862 Million 0.18% of portfolio
19,775
Q1 2025 Added 69.38%
$99.6B
$865 Million 0.18% of portfolio
14,179
Q1 2025 Reduced 21.09%
$152B
$828 Million 0.18% of portfolio
22,434
Q1 2025 Reduced 18.57%
$52.1B
$855 Million 0.18% of portfolio
2,857
Q1 2025 Reduced 9.53%
$197B
$814 Million 0.17% of portfolio
9,068
Q1 2025 Reduced 18.56%
$80.8B
$792 Million 0.17% of portfolio
12,143
Q1 2025 Added 13.37%
$108B
$776 Million 0.17% of portfolio
7,385
Q1 2025 Reduced 48.23%
$54.9B
$756 Million 0.16% of portfolio
3,650
Q1 2025 Added 26.69%
$37.3B
$732 Million 0.16% of portfolio
4,248
Q1 2025 Added 118.74%
$678B
$710 Million 0.15% of portfolio
860
Q1 2025 Reduced 15.85%
$57.2B
$702 Million 0.15% of portfolio
3,034
Q1 2025 New
$63.8B
$715 Million 0.15% of portfolio
16,942
Q4 2024 Added 0.08%
$393B
$710 Million 0.15% of portfolio
4,166
Q1 2025 Added 1.44%
$51.3B
$685 Million 0.15% of portfolio
4,123
Q1 2025 Reduced 15.99%
$8.08B
$710 Million 0.15% of portfolio
35,454
Q1 2025 New
$63.5B
$726 Million 0.15% of portfolio
2,744
Q1 2025 Added 22.77%
$36.2B
$652 Million 0.14% of portfolio
8,686
Q1 2025 Reduced 15.22%
$71B
$668 Million 0.14% of portfolio
3,726
Q1 2025 New
$47.7B
$646 Million 0.14% of portfolio
15,448
Q1 2025 New
$11.1B
$609 Million 0.13% of portfolio
9,420
Q1 2025 Reduced 6.99%
$97.2B
$600 Million 0.13% of portfolio
2,976
Q1 2025 Reduced 4.22%
$38.9B
$618 Million 0.13% of portfolio
4,722
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $468 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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