Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $443 Billion
  • Q3 2024

Impact Partnership Wealth, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $443 Billion distributed in 239 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 $71.7B, Vanguard Ftse Europe ETF Ftse with a value of $32B, Invesco Qqq Trust, Series 1 with a value of $23.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $18.4B, and Spdr Portfolio with a value of $18.3B.

Examining the 13F form we can see an increase of $62.5B in the current position value, from $381B to 443B.

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 $443 Billion
ETFs: $323 Billion
Technology: $27 Billion
Financial Services: $22.8 Billion
Consumer Cyclical: $12 Billion
Energy: $11.4 Billion
Communication Services: $8.23 Billion
Healthcare: $8.07 Billion
Industrials: $7.51 Billion
Other: $14.9 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$228M
$255 Million 0.06% of portfolio
18,167
Q3 2024 Reduced 10.4%
$199M
$131 Million 0.03% of portfolio
130,129
Q3 2024 Added 3.29%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $443 Billion
  • Prior Value $381 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 75 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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