Impact Partnership Wealth, LLC Portfolio Holdings

Impact Partnership Wealth, LLC

  • $468 Billion
  • Q1 2025

Impact Partnership Wealth, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Billion distributed in 259 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 $59.3B, Invesco Qqq Trust, Series 1 with a value of $40.4B, Vanguard Ftse Europe ETF Ftse with a value of $27.1B, Spdr Portfolio with a value of $23B, and Ishares Trishares 0 3 Mnth Tre with a value of $21.9B.

Examining the 13F form we can see an decrease of $27.2B in the current position value, from $495B to 468B.

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 $468 Billion
ETFs: $357 Billion
Financial Services: $27.7 Billion
Technology: $24.4 Billion
Energy: $9.06 Billion
Consumer Cyclical: $8.08 Billion
Healthcare: $7.9 Billion
Industrials: $6.88 Billion
Communication Services: $6.45 Billion
Other: $14.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.25T
$941 Million 0.2% of portfolio
1,632
Q1 2025 Reduced 24.79%
$379B
$888 Million 0.19% of portfolio
1,695
Q1 2025 New
$129B
$886 Million 0.19% of portfolio
7,906
Q1 2025 Reduced 38.95%
$196B
$909 Million 0.19% of portfolio
32,148
Q1 2025 Reduced 40.62%
$19.7B
$909 Million 0.19% of portfolio
41,835
Q1 2025 Added 66.28%
$165B
$846 Million 0.18% of portfolio
2,989
Q1 2025 Added 5.25%
$16.1B
$825 Million 0.18% of portfolio
10,552
Q1 2025 New
$14.6B
$862 Million 0.18% of portfolio
19,775
Q1 2025 Added 69.38%
First Tr Exchange Traded Fd
-
$824 Million 0.18% of portfolio
-
Q1 2025 Added 27.62%
$106B
$865 Million 0.18% of portfolio
14,179
Q1 2025 Reduced 21.09%
$152B
$828 Million 0.18% of portfolio
22,434
Q1 2025 Reduced 18.57%
$0
$836 Million 0.18% of portfolio
10,108
Q1 2025 Added 7.54%
$52.7B
$855 Million 0.18% of portfolio
2,857
Q1 2025 Reduced 9.53%
$210B
$814 Million 0.17% of portfolio
9,068
Q1 2025 Reduced 18.56%
$79.3B
$792 Million 0.17% of portfolio
12,143
Q1 2025 Added 13.37%
$112B
$776 Million 0.17% of portfolio
7,385
Q1 2025 Reduced 48.23%
First Tr Exchange Traded Fd
-
$728 Million 0.16% of portfolio
-
Q1 2025 Added 58.35%
$54.1B
$756 Million 0.16% of portfolio
3,650
Q1 2025 Added 26.69%
$28.3B
$732 Million 0.16% of portfolio
4,248
Q1 2025 Added 118.74%
$781B
$710 Million 0.15% of portfolio
860
Q1 2025 Reduced 15.85%
$0
$704 Million 0.15% of portfolio
28,429
Q1 2025 Added 74.06%
$58.8B
$702 Million 0.15% of portfolio
3,034
Q1 2025 New
$61.6B
$715 Million 0.15% of portfolio
16,942
Q4 2024 Added 0.08%
$376B
$710 Million 0.15% of portfolio
4,166
Q1 2025 Added 1.44%
$52.7B
$685 Million 0.15% of portfolio
4,123
Q1 2025 Reduced 15.99%
$8.16B
$710 Million 0.15% of portfolio
35,454
Q1 2025 New
$62.7B
$726 Million 0.15% of portfolio
2,744
Q1 2025 Added 22.77%
$0
$639 Million 0.14% of portfolio
5,276
Q1 2025 Added 14.82%
Ishares Ethereum Tr
-
$639 Million 0.14% of portfolio
-
Q1 2025 New
$35.8B
$652 Million 0.14% of portfolio
8,686
Q1 2025 Reduced 15.22%
$72.1B
$668 Million 0.14% of portfolio
3,726
Q1 2025 New
$47.9B
$646 Million 0.14% of portfolio
15,448
Q1 2025 New
$10.6B
$609 Million 0.13% of portfolio
9,420
Q1 2025 Reduced 6.99%
$74B
$600 Million 0.13% of portfolio
2,976
Q1 2025 Reduced 4.22%
$40.5B
$618 Million 0.13% of portfolio
4,722
Q1 2025 New
$24.8B
$586 Million 0.13% of portfolio
2,822
Q1 2025 Reduced 29.22%
$11B
$605 Million 0.13% of portfolio
4,607
Q1 2025 Reduced 13.35%
$66.9B
$600 Million 0.13% of portfolio
3,415
Q1 2025 Reduced 21.02%
$194B
$624 Million 0.13% of portfolio
1,999
Q1 2025 Reduced 11.74%
$43.3B
$601 Million 0.13% of portfolio
5,755
Q1 2025 New
$20.1B
$563 Million 0.12% of portfolio
19,474
Q1 2025 New
$31.1B
$583 Million 0.12% of portfolio
5,988
Q1 2025 New
$18B
$541 Million 0.12% of portfolio
21,321
Q1 2025 New
$58.3B
$552 Million 0.12% of portfolio
4,703
Q1 2025 Added 12.86%
$28.5B
$542 Million 0.12% of portfolio
3,008
Q1 2025 New
$27.6B
$567 Million 0.12% of portfolio
3,867
Q1 2025 Added 33.44%
$0
$575 Million 0.12% of portfolio
6,231
Q1 2025 Added 14.52%
$11.8B
$569 Million 0.12% of portfolio
14,509
Q1 2025 New
$24.6B
$551 Million 0.12% of portfolio
2,437
Q1 2025 Added 8.99%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $468 Billion
  • Prior Value $495 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 60 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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