Imprint Wealth LLC Purchases in Q1 2024

Imprint Wealth LLC

  • $412 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
10K
New
$103.16 - $115.3 $1.03M - $1.16M
10K $1.15B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.8K
New
$54.61 - $61.05 $1.03M - $1.15M
18.8K $1.15B
FNDX
Schwab Fundamental U S Large C

ETFs
17K
New
$60.89 - $67.39 $1.03M - $1.15M
17K $1.14B
GOOGL
Alphabet Inc.

Communication Services
7.1K
+ 174.48%
$131.4 - $153.51 $933K - $1.09M
11.2K $1.74B
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.2K
New
$73.11 - $80.04 $1.04M - $1.14M
14.2K $1.13B
DVY
Ishares Tr

ETFs
9.11K
New
$113.31 - $123.18 $1.03M - $1.12M
9.11K $1.11B
UNH
Unitedhealth Group Inc

Healthcare
2.32K
+ 234.55%
$472.6 - $545.42 $1.09M - $1.26M
3.3K $1.62B
BAC
Bank Of America Corp

Financial Services
22.9K
+ 35.83%
$31.73 - $37.92 $727K - $869K
86.8K $3.26B
XLI
Industrial Sector Spdr

ETFs
8.53K
+ 460.67%
$110.23 - $125.96 $940K - $1.07M
10.4K $1.3B
SPMD
Spdr Portfolio

ETFs
20.5K
New
$47.16 - $53.34 $966K - $1.09M
20.5K $1.09B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
New
$35.71 - $39.11 $949K - $1.04M
26.6K $1.03B
SCHO
Schwab Short Term Us Treasury

ETFs
20.5K
+ 248.87%
$48.05 - $48.63 $987K - $998K
28.8K $1.38B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.8K
New
$72.89 - $81.43 $862K - $963K
11.8K $958M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.61K
New
$231.0 - $260.72 $833K - $941K
3.61K $932M
VTV
Vanguard Value ETF

ETFs
5.39K
+ 151.7%
$147.46 - $162.86 $795K - $878K
8.94K $1.45B
VZ
Verizon Communications Inc

Communication Services
17.2K
+ 44.48%
$37.9 - $42.49 $652K - $731K
55.9K $2.36B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.68K
+ 69.06%
$91.4 - $91.8 $885K - $889K
23.7K $2.17B
VOT
Vanguard Mid Cap Growth Index

ETFs
3.64K
New
$212.21 - $235.79 $773K - $859K
3.64K $854M
VB
Vanguard Small Cap ETF

ETFs
3.72K
New
$204.0 - $228.59 $759K - $851K
3.72K $843M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
9K
New
$82.13 - $89.46 $739K - $805K
9K $801M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.3K
New
$45.88 - $50.1 $703K - $768K
15.3K $763M
IYR
Ishares Tr

ETFs
8.63K
New
$85.32 - $92.22 $736K - $795K
8.63K $763M
IFRA
Ishares Tr

ETFs
17.7K
New
$38.14 - $43.36 $674K - $767K
17.7K $762M
JNJ
Johnson & Johnson

Healthcare
4.66K
+ 32.86%
$155.22 - $162.74 $723K - $758K
18.8K $2.97B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.62K
New
$74.51 - $76.61 $717K - $737K
9.62K $718M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13.3K
New
$49.02 - $54.29 $651K - $721K
13.3K $716M
NEE
Nextera Energy Inc

Utilities
10.1K
+ 50.49%
$54.97 - $63.91 $555K - $645K
30.1K $1.91B
SPIB
Spdr Portfolio Intermediate Te

ETFs
21.2K
New
$32.38 - $32.91 $685K - $696K
21.2K $687M
BLK
Black Rock Inc.

Financial Services
826
New
$774.31 - $842.06 $640K - $696K
826 $683M
T
At&T Inc.

Communication Services
36.6K
+ 97.81%
$16.23 - $18.04 $594K - $660K
74K $1.3B
MCD
Mcdonalds Corp

Consumer Cyclical
2.69K
+ 50.12%
$278.58 - $300.53 $749K - $808K
8.05K $2.26B
CARR
Carrier Global Corp

Industrials
11.5K
New
$53.43 - $59.82 $615K - $689K
11.5K $661M
LMT
Lockheed Martin Corp

Industrials
1.43K
New
$418.19 - $463.18 $598K - $662K
1.43K $647M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
13.1K
New
$48.97 - $49.36 $642K - $647K
13.1K $643M
SLV
I Shares Silver Trust

ETFs
28.1K
New
$20.2 - $23.29 $568K - $654K
28.1K $642M
HYLB
Xtrackers Usd High Yield Corp

ETFs
18K
New
$35.17 - $35.77 $635K - $645K
18K $638M
EXPE
Expedia Group, Inc.

Consumer Cyclical
4.73K
New
$131.11 - $159.47 $620K - $754K
4.73K $630M
SO
Southern CO

Utilities
8.47K
+ 30.35%
$66.25 - $72.24 $561K - $612K
36.4K $2.59B
CATH
Global X Fds Global X S&P 500

ETFs
9.84K
New
$56.96 - $63.64 $560K - $626K
9.84K $625M
DLR
Digital Realty Trust, Inc.

Real Estate
4.32K
New
$130.83 - $153.71 $565K - $663K
4.32K $612M
VHT
Vanguard Health Care ETF

ETFs
2.25K
New
$253.63 - $270.54 $571K - $610K
2.25K $604M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
23.7K
New
$23.47 - $25.45 $557K - $604K
23.7K $601M
FTGS
First Tr Exchange Traded Fd Gr
19.2K
New
N/A
19.2K $590M
JMSB
John Marshall Bancorp, Inc.

Financial Services
34K
New
$17.12 - $22.89 $582K - $778K
34K $588M
DE
Deere & CO

Industrials
1.41K
New
$356.78 - $410.74 $502K - $578K
1.41K $569M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.39K
+ 202.08%
$76.34 - $77.25 $564K - $571K
11.1K $843M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.3K
+ 48.78%
$372.72 - $397.76 $486K - $519K
3.98K $1.57B
AMGN
Amgen Inc

Healthcare
1.98K
+ 140.61%
$268.87 - $324.56 $533K - $644K
3.4K $961M
HON
Honeywell International Inc

Industrials
2.67K
New
$193.01 - $209.0 $516K - $558K
2.67K $540M
Activity Summary
Buys All Purchases 272 New Holdings 151 Increased Positions 121 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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