Impact Partnership Wealth, LLC Purchases in Q3 2025

Impact Partnership Wealth, LLC

  • $672 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEAK
Healthpeak Properties, Inc.

Real Estate
18.2K
New
N/A
18.2K $349M
NNN
National Retail Properties, Inc.

Real Estate
8.14K
+ 166.12%
$40.68 - $44.1 $331K - $359K
13K $555M
SQ
Block, Inc.

Technology
4.75K
New
N/A
4.75K $343M
VTI
Vanguard Total Stock Market Et

ETFs
1.04K
New
$303.93 - $329.86 $315K - $342K
1.04K $340M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
10.1K
New
$31.86 - $39.7 $323K - $403K
10.1K $336M
GILD
Gilead Sciences, Inc.

Healthcare
3.01K
+ 22.93%
$108.22 - $120.47 $326K - $363K
16.2K $1.79B
BRX
Brixmor Property Group Inc.

Real Estate
11.5K
+ 132.73%
N/A
20.2K $559M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
542
New
$567.77 - $614.76 $308K - $333K
542 $332M
OHI
Omega Healthcare Investors Inc

Real Estate
7.85K
New
$36.29 - $43.34 $285K - $340K
7.85K $331M
PGR
Progressive Corp

Financial Services
1.54K
+ 54.41%
$238.61 - $264.3 $368K - $408K
4.38K $1.08B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
582
New
$473.44 - $553.71 $276K - $322K
582 $318M
VMI
Valmont Industries Inc

Industrials
807
New
$328.58 - $387.73 $265K - $313K
807 $313M
ALL
Allstate Corp

Financial Services
1.22K
+ 34.02%
$192.0 - $214.65 $235K - $262K
4.81K $1.03B
BEN
Franklin Resources Inc

Financial Services
13.2K
New
$23.13 - $26.03 $304K - $342K
13.2K $304M
COST
Costco Wholesale Corp

Consumer Defensive
326
New
$915.95 - $994.57 $299K - $324K
326 $302M
TRV
Travelers Companies, Inc.

Financial Services
955
+ 33.03%
$250.62 - $279.43 $239K - $267K
3.85K $1.07B
HD
Home Depot, Inc.

Consumer Cyclical
459
+ 16.43%
$357.4 - $423.42 $164K - $194K
3.25K $1.32B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.13K
+ 44.44%
$72.65 - $78.68 $227K - $246K
10.2K $796M
EXPE
Expedia Group, Inc.

Consumer Cyclical
616
+ 18.47%
$171.01 - $228.24 $105K - $141K
3.95K $845M
WU
Western Union CO

Financial Services
36.3K
+ 188.34%
$7.88 - $8.84 $286K - $321K
55.6K $444M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4.64K
New
$59.81 - $60.11 $278K - $279K
4.64K $278M
Qiagen Nv
6.03K
New
N/A
6.03K $269M
GOOG
Alphabet Inc.

Communication Services
449
+ 18.78%
$175.16 - $255.24 $78.6K - $115K
2.84K $692M
FOXA
Fox Corp

Communication Services
3.09K
+ 31.66%
$53.87 - $63.06 $166K - $195K
12.8K $809M
WBS
Webster Financial Corp

Financial Services
4.38K
New
$55.19 - $62.92 $242K - $276K
4.38K $260M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.63K
+ 30.39%
$119.73 - $134.7 $196K - $220K
7.01K $935M
ACI
Albertsons Companies, Inc.

Consumer Defensive
14.4K
New
$17.45 - $22.74 $251K - $328K
14.4K $252M
TGTX
Tg Therapeutics, Inc.

Healthcare
6.96K
New
$26.39 - $39.19 $184K - $273K
6.96K $252M
CMA
Comerica Inc

Financial Services
3.63K
New
$60.93 - $71.05 $221K - $258K
3.63K $249M
DDS
Dillard'S, Inc.

Consumer Cyclical
141
+ 17.17%
$425.73 - $623.76 $60K - $88K
962 $591M
IEMG
Ishares Inc

ETFs
3.67K
New
N/A
3.67K $242M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.25K
New
$72.57 - $74.72 $236K - $243K
3.25K $241M
SPOT
Spotify Technology S.A.

Communication Services
473
+ 36.27%
$620.01 - $738.53 $293K - $349K
1.78K $1.24B
LNC
Lincoln National Corp

Financial Services
5.87K
New
$33.37 - $43.29 $196K - $254K
5.87K $237M
LSCC
Lattice Semiconductor Corp

Technology
3.21K
New
$48.73 - $74.71 $156K - $240K
3.21K $235M
AVDE
American Centy ETF Tr Avantis

ETFs
2.94K
New
$73.24 - $79.04 $215K - $232K
2.94K $232M
HPE
Hewlett Packard Enterprise CO

Technology
9.39K
New
$19.81 - $25.24 $186K - $237K
9.39K $231M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.91K
New
$108.97 - $121.65 $208K - $232K
1.91K $230M
AIT
Applied Industrial Technologies Inc

Industrials
882
New
$242.14 - $275.72 $214K - $243K
882 $230M
WRB
Berkley W R Corp

Financial Services
2.63K
+ 30.96%
$67.78 - $76.62 $178K - $202K
11.1K $853M
RDVY
First Trust Rising Dividend Ac

ETFs
3.39K
New
$62.38 - $67.29 $211K - $228K
3.39K $228M
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.33K
New
$40.45 - $42.49 $215K - $226K
5.33K $226M
Coherent Corp
2.1K
New
N/A
2.1K $226M
NRG
Nrg Energy, Inc.

Utilities
1.36K
+ 32.11%
$144.77 - $173.91 $197K - $236K
5.59K $905M
PANW
Palo Alto Networks Inc

Technology
1.1K
New
$167.06 - $208.19 $184K - $230K
1.1K $225M
Northern Lts Fd Tr Iv
7.02K
New
N/A
7.02K $224M
TXN
Texas Instruments Inc

Technology
1.22K
New
N/A
1.22K $224M
Northern Lts Fd Tr Iv
7.1K
New
N/A
7.1K $223M
CINF
Cincinnati Financial Corp

Financial Services
1.18K
+ 30.76%
$145.8 - $158.1 $173K - $187K
5.03K $796M
Activity Summary
Buys All Purchases 228 New Holdings 86 Increased Positions 142 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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