Impact Partnership Wealth, LLC Purchases in Q4 2024

Impact Partnership Wealth, LLC

  • $495 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRUS
Cirrus Logic, Inc.

Technology
2.45K
New
$99.58 - $125.3 $244K - $307K
2.45K $244M
AIZ
Assurant, Inc.

Financial Services
1.13K
New
$186.6 - $228.68 $211K - $259K
1.13K $241M
NOW
Service Now, Inc.

Technology
227
New
$867.18 - $1148.42 $197K - $261K
227 $241M
COLM
Columbia Sportswear CO

Consumer Cyclical
2.86K
New
$75.7 - $90.71 $216K - $259K
2.86K $240M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.89K
New
$116.4 - $138.52 $220K - $261K
1.89K $239M
Northern Lts Fd Tr Iv
9.5K
New
N/A
9.5K $239M
EEFT
Euronet Worldwide, Inc.

Technology
2.32K
New
$96.0 - $106.61 $223K - $247K
2.32K $239M
GTO
Invesco Actively Managed ETF T

ETFs
5.11K
New
$46.33 - $48.41 $237K - $247K
5.11K $237M
Innovator Etfs Trust
8.03K
New
N/A
8.03K $235M
ROK
Rockwell Automation, Inc

Industrials
816
New
$264.65 - $302.92 $216K - $247K
816 $233M
FYBR
Frontier Communications Parent, Inc.

Communication Services
6.58K
New
$34.15 - $36.14 $225K - $238K
6.58K $228M
AXS
Axis Capital Holdings LTD

Financial Services
2.57K
New
$78.26 - $94.05 $201K - $242K
2.57K $228M
AMED
Amedisys Inc

Healthcare
2.49K
New
$83.78 - $97.71 $209K - $243K
2.49K $226M
LEG
Leggett & Platt Inc

Consumer Cyclical
23.4K
New
$9.5 - $13.67 $222K - $320K
23.4K $225M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.62K
New
$48.48 - $49.47 $224K - $228K
4.62K $225M
TDC
Teradata Corp

Technology
7.19K
New
$28.47 - $33.38 $205K - $240K
7.19K $224M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.9K
+ 9.22%
$32.65 - $33.68 $323K - $333K
117K $3.84B
ROIV
Roivant Sciences Ltd.

Healthcare
18.8K
New
$11.16 - $12.71 $209K - $238K
18.8K $222M
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.47K
New
$39.04 - $40.41 $214K - $221K
5.47K $220M
Lazard Inc
4.14K
+ 78.08%
N/A
9.44K $486M
UHS
Universal Health Services Inc

Healthcare
1.21K
New
$175.8 - $236.9 $213K - $287K
1.21K $218M
LMT
Lockheed Martin Corp

Industrials
574
+ 90.25%
$479.66 - $614.62 $275K - $353K
1.21K $588M
PPC
Pilgrims Pride Corp

Consumer Defensive
4.75K
New
$43.57 - $53.82 $207K - $256K
4.75K $216M
DOX
Amdocs LTD

Technology
2.51K
New
$82.94 - $92.86 $208K - $233K
2.51K $214M
RLI
Rli Corp

Financial Services
1.28K
New
$151.91 - $180.89 $194K - $232K
1.28K $211M
EFG
Msci Eafe Growth ETF

ETFs
2.17K
New
$96.83 - $106.88 $210K - $232K
2.17K $210M
BA
Boeing CO

Industrials
1.16K
New
$138.14 - $180.72 $160K - $210K
1.16K $205M
SNDR
Schneider National, Inc.

Industrials
7.01K
New
$26.97 - $33.61 $189K - $235K
7.01K $205M
SRE
Sempra Energy

Utilities
2.3K
New
$80.81 - $94.77 $186K - $218K
2.3K $202M
EWBC
East West Bancorp Inc

Financial Services
1.36K
+ 30.92%
$80.04 - $111.23 $109K - $151K
5.76K $552M
JPM
Jpmorgan Chase & CO

Financial Services
322
+ 8.75%
$205.18 - $250.29 $66.1K - $80.6K
4K $959M
CSCO
Cisco Systems, Inc.

Technology
782
+ 3.52%
$52.45 - $60.02 $41K - $46.9K
23K $1.36B
COIN
Coinbase Global, Inc.

Technology
200
+ 11.48%
$163.17 - $343.62 $32.6K - $68.7K
1.94K $482M
META
Meta Platforms, Inc.

Communication Services
226
+ 11.63%
$554.08 - $632.68 $125K - $143K
2.17K $1.27B
LLY
Eli Lilly & CO

Healthcare
305
+ 42.54%
$727.2 - $932.06 $222K - $284K
1.02K $789M
DOCU
Docusign, Inc.

Technology
223
+ 5.1%
$61.42 - $106.99 $13.7K - $23.9K
4.6K $413M
AMP
Ameriprise Financial Inc

Financial Services
173
+ 22.07%
$473.15 - $574.01 $81.9K - $99.3K
957 $510M
CAN
Canaan Inc.

Technology
2.16K
+ 1.66%
$0.94 - $3.09 $2.03K - $6.67K
132K $271M
PYPL
Pay Pal Holdings, Inc.

Financial Services
777
+ 7.82%
$77.25 - $91.3 $60K - $70.9K
10.7K $914M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.52K
+ 58.22%
$96.64 - $101.23 $147K - $154K
4.13K $400M
RBLX
Roblox Corp

Communication Services
750
+ 11.14%
$39.86 - $61.45 $29.9K - $46.1K
7.48K $433M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.4K
+ 5.31%
$23.29 - $23.93 $243K - $250K
207K $4.87B
GILD
Gilead Sciences, Inc.

Healthcare
194
+ 1.52%
$83.95 - $97.9 $16.3K - $19K
13K $1.2B
EXPE
Expedia Group, Inc.

Consumer Cyclical
197
+ 9.14%
$146.47 - $191.01 $28.9K - $37.6K
2.35K $438M
SFL
Sfl Corp Ltd.

Industrials
11.7K
New
$9.72 - $11.76 $113K - $137K
11.7K $119M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.47K
+ 7.37%
$26.55 - $27.32 $172K - $177K
94.2K $2.52B
FTGS
First Tr Exchange Traded Fd Gr
3.58K
+ 39.9%
N/A
12.6K $395M
NABL
N Able, Inc.

Technology
11.1K
New
$9.34 - $12.72 $104K - $142K
11.1K $104M
EMB
Ishares Tr

ETFs
2.82K
+ 8.7%
$88.94 - $93.46 $250K - $263K
35.2K $3.13B
Activity Summary
Buys All Purchases 243 New Holdings 102 Increased Positions 141 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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