Impact Partnership Wealth, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $495 Billion distributed in 289 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 $85.8B, Invesco Qqq Trust, Series 1 with a value of $35.3B, Vanguard Ftse Europe ETF Ftse with a value of $32.4B, Spdr Portfolio with a value of $19.1B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $19B.
Examining the 13F form we can see an increase of $52.3B in the current position value, from $443B to 495B.
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
$495 Billion
ETFs: $348 Billion
Technology: $35 Billion
Financial Services: $29.7 Billion
Consumer Cyclical: $13.2 Billion
Healthcare: $10.5 Billion
Consumer Defensive: $8.75 Billion
Communication Services: $8.43 Billion
Energy: $6.92 Billion
Other: $17.1 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
