Imprint Wealth LLC Portfolio Holdings
Imprint Wealth LLC
- $412 Billion
- Q1 2024
Imprint Wealth LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $412 Billion distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Union Pacific Corp with a value of $27.5B, Microsoft Corp with a value of $19.1B, Vanguard Total Stock Market Et with a value of $14.5B, Apple Inc. with a value of $13.8B, and Nvidia Corp with a value of $12.5B.
Examining the 13F form we can see an increase of $288B in the current position value, from $124B to 412B.
Imprint Wealth LLC is based out at Mount Pleasant, SC
Below you can find more details about Imprint Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$412 Billion
ETFs: $149 Billion
Technology: $61.5 Billion
Industrials: $46.5 Billion
Financial Services: $34.8 Billion
Consumer Cyclical: $26.1 Billion
Healthcare: $22.5 Billion
Consumer Defensive: $20.3 Billion
Communication Services: $17 Billion
Other: $30.6 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 303
- Current Value $412 Billion
- Prior Value $124 Billion
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 151 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 21 stocks