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
$800M
$121 Million 0.03% of portfolio
13,589
Q1 2025 Reduced 66.92%
Core Scientific Inc New
-
$127 Million 0.03% of portfolio
-
Q1 2025 New
$823M
$139 Million 0.03% of portfolio
16,936
Q1 2025 Added 15.44%
$738M
$109 Million 0.02% of portfolio
47,555
Q1 2025 New
$170M
$114 Million 0.02% of portfolio
10,488
Q1 2025 Reduced 40.74%
$405M
$33.5 Million 0.01% of portfolio
11,716
Q1 2025 New
$91.2M
$58.2 Million 0.01% of portfolio
53,857
Q1 2025 New
Kandi Technologies Group Inc
-
$36.5 Million 0.01% of portfolio
-
Q4 2024 Reduced 1.02%

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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