Impact Partnership Wealth, LLC Portfolio Holdings
Impact Partnership Wealth, LLC
- $252 Billion
- Q1 2024
Impact Partnership Wealth, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $252 Billion distributed in 704 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 $42.4B, Vanguard Ftse Europe ETF Ftse with a value of $17.9B, Invesco Qqq Trust, Series 1 with a value of $16.7B, Spdr Portfolio with a value of $9.93B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $9.48B.
Examining the 13F form we can see an decrease of $21.3B in the current position value, from $274B to 252B. Also it can be appreciated an additional of 53 stocks purchases and 12 closed positions.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 704
- Current Value $252 Billion
- Prior Value $274 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 53 stocks
- Additional Purchases 119 stocks
- Sold out of 12 stocks
- Reduced holdings in 293 stocks