Impact Capital Partners LLC Purchases in Q1 2025

Impact Capital Partners LLC

  • $276 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
13.3K
+ 660.87%
$117.15 - $158.79 $1.56M - $2.11M
15.3K $2.43B
CVX
Chevron Corp

Energy
9.47K
+ 164.81%
$146.71 - $167.97 $1.39M - $1.59M
15.2K $2.55B
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
28.5K
New
$43.6 - $49.84 $1.24M - $1.42M
28.5K $1.36B
ABBV
Abb Vie Inc.

Healthcare
2.23K
+ 10.18%
$169.2 - $216.66 $377K - $483K
24.1K $5.06B
SPIB
Spdr Portfolio Intermediate Te

ETFs
32.9K
+ 81.18%
$32.5 - $33.3 $1.07M - $1.1M
73.4K $2.44B
KMB
Kimberly Clark Corp

Consumer Defensive
6.62K
New
$124.46 - $147.4 $824K - $976K
6.62K $941M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18K
+ 20.14%
$50.87 - $51.09 $916K - $919K
107K $5.48B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
763
+ 12.49%
$442.66 - $534.52 $338K - $408K
6.87K $3.66B
JNJ
Johnson & Johnson

Healthcare
2.38K
+ 11.23%
$142.06 - $167.7 $338K - $399K
23.6K $3.91B
PEP
Pepsico Inc

Consumer Defensive
5.08K
+ 172.92%
$142.64 - $156.42 $724K - $794K
8.01K $1.2B
KO
Coca Cola CO

Consumer Defensive
3.19K
+ 6.49%
$60.81 - $72.32 $194K - $231K
52.3K $3.75B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
8.49K
+ 8.31%
$34.25 - $37.6 $291K - $319K
111K $4.07B
HEFA
Ishares Currency Hedged Msci E

ETFs
14.4K
New
$34.83 - $37.52 $502K - $540K
14.4K $523M
ABT
Abbott Laboratories

Healthcare
826
+ 3.94%
$111.1 - $140.22 $91.8K - $116K
21.8K $2.89B
NXST
Nexstar Media Group, Inc.

Communication Services
2.8K
New
$146.34 - $182.75 $410K - $512K
2.8K $502M
PG
Procter & Gamble CO

Consumer Defensive
2.02K
+ 4.57%
$158.56 - $176.26 $320K - $356K
46.2K $7.88B
BBY
Best Buy CO Inc

Consumer Cyclical
5.64K
New
$70.3 - $91.1 $396K - $513K
5.64K $415M
RSG
Republic Services, Inc.

Industrials
231
+ 2.73%
$200.09 - $242.16 $46.2K - $55.9K
8.69K $2.11B
OLED
Universal Display Corp Pa

Technology
2.87K
+ 152.04%
$139.48 - $161.59 $400K - $464K
4.76K $663M
PLD
Prologis, Inc.

Real Estate
2.84K
+ 24.87%
$103.59 - $124.04 $294K - $352K
14.2K $1.59B
XOM
Exxon Mobil Corp

Energy
1.28K
+ 6.37%
$105.44 - $118.93 $135K - $152K
21.3K $2.53B
DCI
Donaldson CO Inc

Industrials
5.63K
New
$66.51 - $72.28 $374K - $407K
5.63K $378M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
534
+ 6.92%
$208.48 - $244.03 $111K - $130K
8.25K $2.01B
MUR
Murphy Oil Corp

Energy
13.1K
New
$24.02 - $33.9 $315K - $444K
13.1K $372M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
740
+ 178.31%
$507.05 - $563.67 $375K - $417K
1.16K $594M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
9.82K
New
$34.23 - $36.9 $336K - $362K
9.82K $351M
Linde PLC
216
+ 4.33%
N/A
5.21K $2.43B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.63K
New
$44.72 - $46.25 $297K - $307K
6.63K $306M
VEA
Vanguard Ftse Developed Market

ETFs
5.94K
New
$47.4 - $52.99 $282K - $315K
5.94K $302M
Blackrock ETF Trust Ii
5.95K
New
N/A
5.95K $300M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
232
+ 10.34%
$402.49 - $513.76 $93.4K - $119K
2.48K $1.2B
JKHY
Henry Jack & Associates Inc

Technology
1.35K
+ 29.19%
$166.47 - $191.28 $225K - $259K
5.99K $1.09B
MCD
Mcdonalds Corp

Consumer Cyclical
185
+ 1.98%
$279.74 - $321.29 $51.8K - $59.4K
9.51K $2.97B
LLY
Eli Lilly & CO

Healthcare
224
+ 15.33%
$725.72 - $929.72 $163K - $208K
1.69K $1.39B
JPM
Jpmorgan Chase & CO

Financial Services
694
+ 4.19%
$225.19 - $279.95 $156K - $194K
17.3K $4.23B
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
2.97K
+ 16.9%
$61.2 - $68.24 $182K - $203K
20.6K $1.36B
BRO
Brown & Brown, Inc.

Financial Services
1.91K
New
$100.54 - $124.4 $192K - $238K
1.91K $238M
HWM
Howmet Aerospace Inc.

Industrials
1.82K
New
$110.79 - $139.39 $202K - $254K
1.82K $236M
UNH
Unitedhealth Group Inc

Healthcare
219
+ 3.48%
$461.52 - $548.18 $101K - $120K
6.52K $3.41B
OMF
One Main Holdings, Inc.

Financial Services
7.59K
+ 17.18%
$45.35 - $58.06 $344K - $440K
51.7K $2.53B
WM
Waste Management Inc

Industrials
971
New
$200.54 - $233.78 $195K - $227K
971 $225M
FCX
Freeport Mcmoran Inc

Basic Materials
5.93K
New
$34.5 - $43.01 $204K - $255K
5.93K $224M
GE
General Electric CO

Industrials
771
+ 39.14%
$168.59 - $212.13 $130K - $164K
2.74K $549M
MSCI
Msci Inc.

Financial Services
382
New
$541.46 - $628.34 $207K - $240K
382 $216M
AIG
American International Group, Inc.

Financial Services
2.48K
New
$70.5 - $86.94 $175K - $216K
2.48K $216M
BA
Boeing CO

Industrials
1.25K
New
$148.15 - $186.25 $185K - $232K
1.25K $213M
MCK
Mckesson Corp

Healthcare
316
New
$566.21 - $672.99 $179K - $213K
316 $213M
WRB
Berkley W R Corp

Financial Services
420
+ 2.93%
$56.7 - $71.27 $23.8K - $29.9K
14.8K $1.05B
HLI
Houlihan Lokey, Inc.

Financial Services
1.3K
New
$154.43 - $187.4 $201K - $244K
1.3K $210M
Activity Summary
Buys All Purchases 161 New Holdings 24 Increased Positions 137 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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