Impact Investors, Inc Reduced Holdings in Q3 2025

Impact Investors, Inc

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
-277K
- 40.24%
$25.67 - $27.21 $7.11M - $7.54M
411K $11.1B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-126K
- 41.92%
$25.0 - $25.33 $3.15M - $3.19M
174K $4.41B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-29.7K
- 23.3%
$92.97 - $100.18 $2.76M - $2.98M
97.8K $9.73B
VGIT
Vanguard Intermediate Term Tre

ETFs
-36.1K
- 40.95%
$58.97 - $60.36 $2.13M - $2.18M
52K $3.12B
AGZ
Ishares Agency Bond ETF

ETFs
-16.1K
- 30.65%
$108.74 - $110.41 $1.75M - $1.77M
36.3K $4.01B
PWZ
Invesco California Amt Free Mu

ETFs
-38.1K
- 46.75%
$22.77 - $24.07 $867K - $916K
43.4K $1.04B
VGSH
Vanguard

ETFs
-10.2K
- 19.35%
$58.43 - $58.88 $595K - $599K
42.4K $2.5B
FCNCA
First Citizens Bancshares Inc

Financial Services
-202
- 28.94%
$1789.16 - $2158.23 $361K - $436K
496 $887M
AMP
Ameriprise Financial Inc

Financial Services
-575
- 18.61%
$486.13 - $544.55 $280K - $313K
2.51K $1.24B
Thomson Reuters Corp
-662
- 12.77%
N/A
4.52K $703M
AON
Aon PLC

Financial Services
-864
- 50.26%
$350.91 - $375.27 $303K - $324K
855 $305M
NVO
Novo Nordisk A S

Healthcare
-3.23K
- 34.6%
$45.38 - $71.7 $146K - $231K
6.1K $338M
CI
Cigna Corp

Healthcare
-614
- 25.4%
$262.23 - $334.39 $161K - $205K
1.8K $520M
RGA
Reinsurance Group Of America Inc

Financial Services
-1.02K
- 18.08%
$177.1 - $199.23 $180K - $203K
4.62K $887M
PGR
Progressive Corp

Financial Services
-553
- 12.67%
$238.61 - $264.3 $132K - $146K
3.81K $942M
NOW
Service Now, Inc.

Technology
-52
- 3.34%
$850.86 - $1044.69 $44.2K - $54.3K
1.5K $1.38B
IOT
Samsara Inc.

Technology
-3.39K
- 12.91%
$32.22 - $42.09 $109K - $143K
22.8K $851M
WM
Waste Management Inc

Industrials
-689
- 14.41%
$213.88 - $237.1 $147K - $163K
4.09K $904M
MWA
Mueller Water Products, Inc.

Industrials
-8.63K
- 42.52%
$23.94 - $27.39 $207K - $236K
11.7K $298M
FTNT
Fortinet, Inc.

Technology
-964
- 23.24%
$74.39 - $107.65 $71.7K - $104K
3.18K $268M
DV
Double Verify Holdings, Inc.

Technology
-1.57K
- 3.1%
$11.86 - $16.27 $18.6K - $25.5K
48.9K $586M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.38K
- 28.8%
$85.84 - $99.09 $118K - $136K
3.4K $298M
MID
American Centy ETF Tr Mid Cap

Technology
-2.51K
- 5.71%
$65.06 - $68.52 $163K - $172K
41.4K $2.75B
SPGI
S&P Global Inc.

Financial Services
-148
- 22.66%
$484.94 - $564.15 $71.8K - $83.5K
505 $246M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-132
- 10.97%
$332.69 - $399.0 $43.9K - $52.7K
1.07K $356M
HST
Host Hotels & Resorts, Inc.

Real Estate
-9.38K
- 19.49%
$15.27 - $17.68 $143K - $166K
38.7K $659M
MTD
Mettler Toledo International Inc

Healthcare
-75
- 23.96%
$1166.48 - $1324.06 $87.5K - $99.3K
238 $292M
TDOC
Teladoc Health, Inc.

Healthcare
-6.55K
- 30.3%
$6.78 - $8.85 $44.4K - $58K
15.1K $116M
INGR
Ingredion Inc

Consumer Defensive
-119
- 3.57%
$121.01 - $138.21 $14.4K - $16.4K
3.21K $392M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-201
- 2.81%
$95.32 - $123.91 $19.2K - $24.9K
6.96K $705M
Amplify ETF Tr
-1.24K
- 10.48%
N/A
10.6K $676M
PUK
Prudential PLC

Financial Services
-1.06K
- 12.68%
$24.27 - $28.15 $25.7K - $29.8K
7.28K $204M
MA
Mastercard Inc

Financial Services
-30
- 1.02%
$550.18 - $598.96 $16.5K - $18K
2.93K $1.66B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-145
- 2.13%
$41.58 - $44.7 $6.03K - $6.48K
6.68K $293M
USB
Us Bancorp \De\

Financial Services
-42
- 0.59%
$43.94 - $50.41 $1.85K - $2.12K
7.09K $343M
PNR
Pentair PLC

Industrials
-506
- 4.83%
$100.62 - $112.59 $50.9K - $57K
9.96K $1.1B
UNH
Unitedhealth Group Inc

Healthcare
-1
- 0.11%
$237.77 - $353.61 $238 - $354
937 $323M
BRLT
Brilliant Earth Group, Inc.

Consumer Cyclical
-2.76K
- 5.16%
$1.38 - $2.92 $3.81K - $8.06K
50.7K $105M
GLD
Spdr Gold Trust

ETFs
-7
- 0.91%
$300.96 - $355.47 $2.11K - $2.49K
760 $270M
INCY
Incyte Corp

Healthcare
-120
- 3.91%
$67.27 - $86.96 $8.07K - $10.4K
2.95K $250M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-754
- 2.96%
$115.96 - $125.95 $87.4K - $95K
24.8K $3.12B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-3.08K
- 6.25%
$41.53 - $66.18 $128K - $204K
46.1K $2.62B
PWR
Quanta Services, Inc.

Industrials
-1
- 0.02%
$372.29 - $421.68 $372 - $422
5.08K $2.11B
WSM
Williams Sonoma Inc

Consumer Cyclical
-106
- 1.19%
$163.62 - $210.2 $17.3K - $22.3K
8.79K $1.72B
EA
Electronic Arts Inc.

Communication Services
-147
- 1.58%
$147.79 - $202.05 $21.7K - $29.7K
9.16K $1.85B
IAU
Ishares Gold Trust

ETFs
-8.3K
- 5.24%
$61.62 - $72.77 $511K - $604K
150K $10.9B
Arista Networks Inc
-601
- 2.19%
N/A
26.9K $3.92B
Activity Summary
Buys All Purchases 47 New Holdings 18 Increased Positions 29 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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