Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $495 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.8 Billion 17.32% of portfolio
938,605
Q4 2024 Added 20.24%
$0
$35.3 Billion 7.13% of portfolio
69,071
Q4 2024 Added 41.8%
$0
$32.4 Billion 6.53% of portfolio
509,748
Q4 2024 Added 13.29%
$0
$19.1 Billion 3.85% of portfolio
348,431
Q4 2024 Added 4.26%
$0
$19 Billion 3.84% of portfolio
496,324
Q4 2024 Added 11.07%
$0
$15.8 Billion 3.2% of portfolio
93,607
Q4 2024 Added 6.6%
$0
$14.3 Billion 2.89% of portfolio
142,609
Q4 2024 Reduced 5.16%
$0
$13.8 Billion 2.79% of portfolio
33,733
Q4 2024 Reduced 15.12%
$87.8B
$11.7 Billion 2.37% of portfolio
48,415
Q4 2024 Added 12.95%
$0
$11.8 Billion 2.37% of portfolio
261,609
Q4 2024 Added 6.62%
$3.6T
$11.1 Billion 2.25% of portfolio
44,447
Q4 2024 Added 9.58%
$0
$11.1 Billion 2.24% of portfolio
382,175
Q4 2024 Reduced 19.38%
$0
$9.5 Billion 1.92% of portfolio
332,179
Q4 2024 Added 13.65%
$0
$8.47 Billion 1.71% of portfolio
303,727
Q4 2024 Reduced 25.8%
Ishares Bitcoin Trust ETF
-
$8.06 Billion 1.63% of portfolio
-
Q4 2024 Added 8.62%
$0
$5.89 Billion 1.19% of portfolio
64,282
Q4 2024 Reduced 19.47%
$0
$4.98 Billion 1.01% of portfolio
166,801
Q4 2024 Reduced 26.75%
$0
$4.87 Billion 0.98% of portfolio
207,311
Q4 2024 Added 5.31%
Ark 21 Shares Bitcoin ETF
-
$4.48 Billion 0.9% of portfolio
-
Q4 2024 New
$0
$4.14 Billion 0.84% of portfolio
318,854
Q4 2024 Reduced 19.39%
$0
$3.84 Billion 0.78% of portfolio
117,318
Q4 2024 Added 9.22%
$366B
$3.8 Billion 0.77% of portfolio
28,305
Q4 2024 Added 51.48%
$0
$3.15 Billion 0.64% of portfolio
29,587
Q4 2024 Reduced 19.6%
$0
$3.13 Billion 0.63% of portfolio
35,184
Q4 2024 Added 8.7%
$0
$2.78 Billion 0.56% of portfolio
106,292
Q4 2024 Reduced 22.78%
$0
$2.52 Billion 0.51% of portfolio
94,179
Q4 2024 Added 7.37%
$200B
$2.27 Billion 0.46% of portfolio
10,309
Q4 2024 Added 64.68%
$3.33T
$2.08 Billion 0.42% of portfolio
4,937
Q4 2024 Added 32.11%
$0
$2.02 Billion 0.41% of portfolio
22,724
Q4 2024 Added 4.76%
$1.31T
$2.01 Billion 0.4% of portfolio
4,965
Q4 2024 Added 22.23%
$420B
$1.69 Billion 0.34% of portfolio
4,349
Q4 2024 Added 57.34%
$0
$1.63 Billion 0.33% of portfolio
14,799
Q4 2024 Reduced 5.42%
$0
$1.55 Billion 0.31% of portfolio
43,556
Q4 2024 New
$456B
$1.47 Billion 0.3% of portfolio
13,634
Q4 2024 Added 2.94%
$97.6B
$1.5 Billion 0.3% of portfolio
6,478
Q4 2024 Added 28.23%
$0
$1.5 Billion 0.3% of portfolio
2,550
Q4 2024 Added 141.71%
$2.39T
$1.42 Billion 0.29% of portfolio
6,490
Q4 2024 Reduced 70.94%
$78.5B
$1.42 Billion 0.29% of portfolio
11,618
Q4 2024 Added 4.53%
$131B
$1.41 Billion 0.29% of portfolio
14,266
Q4 2024 Added 83.6%
$68.4B
$1.41 Billion 0.28% of portfolio
17,168
Q4 2024 Added 67.51%
$1.18T
$1.34 Billion 0.27% of portfolio
7,055
Q4 2024 Added 13.3%
$253B
$1.36 Billion 0.27% of portfolio
22,979
Q4 2024 Added 3.52%
$1.43T
$1.27 Billion 0.26% of portfolio
2,170
Q4 2024 Added 11.63%
$34.4B
$1.27 Billion 0.26% of portfolio
13,705
Q4 2024 Added 190.73%
$159B
$1.23 Billion 0.25% of portfolio
54,141
Q4 2024 Added 0.56%
$117B
$1.2 Billion 0.24% of portfolio
12,950
Q4 2024 Added 1.52%
$306B
$1.12 Billion 0.23% of portfolio
7,716
Q4 2024 Added 10.21%
$89.8B
$1.12 Billion 0.23% of portfolio
13,664
Q4 2024 Added 331.04%
$380B
$1.15 Billion 0.23% of portfolio
7,925
Q4 2024 Added 10.68%

Summary

  • Portfolio
  • No. of Stocks 289
  • Current Value $495 Billion
  • Prior Value $443 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 102 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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