Imprint Wealth LLC Portfolio Holdings

Imprint Wealth LLC

  • $412 Billion
  • Q1 2024

Imprint Wealth LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $412 Billion distributed in 303 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Union Pacific Corp with a value of $27.5B, Microsoft Corp with a value of $19.1B, Vanguard Total Stock Market Et with a value of $14.5B, Apple Inc. with a value of $13.8B, and Nvidia Corp with a value of $12.5B.

Examining the 13F form we can see an increase of $288B in the current position value, from $124B to 412B.

Imprint Wealth LLC is based out at Mount Pleasant, SC

Below you can find more details about Imprint Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $412 Billion
ETFs: $149 Billion
Technology: $61.5 Billion
Industrials: $46.5 Billion
Financial Services: $34.8 Billion
Consumer Cyclical: $26.1 Billion
Healthcare: $22.5 Billion
Consumer Defensive: $20.3 Billion
Communication Services: $17 Billion
Other: $30.6 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$27.5 Billion 6.66% of portfolio
112,909
Q1 2024 New
$57.9B
$3.33 Billion 0.81% of portfolio
86,810
Q1 2024 Added 0.98%
$193B
$3.32 Billion 0.8% of portfolio
9,124
Q1 2024 Added 37.49%
$90.5B
$2.59 Billion 0.63% of portfolio
36,371
Q1 2024 Added 30.35%
$200B
$2.5 Billion 0.61% of portfolio
13,190
Q1 2024 Added 309.5%
$168B
$2.36 Billion 0.57% of portfolio
55,899
Q1 2024 Added 44.48%
$16.5B
$2.05 Billion 0.5% of portfolio
13,260
Q1 2024 Reduced 1.86%
$83.7B
$1.92 Billion 0.47% of portfolio
9,037
Q1 2024 Added 8.4%
$142B
$1.91 Billion 0.46% of portfolio
30,091
Q1 2024 Added 50.49%
$186B
$1.84 Billion 0.45% of portfolio
10,505
Q1 2024 Added 165.01%
$83.4B
$1.75 Billion 0.42% of portfolio
39,339
Q1 2024 Added 14.64%
$149B
$1.65 Billion 0.4% of portfolio
59,391
Q1 2024 Added 20.37%
$83.4B
$1.54 Billion 0.37% of portfolio
16,081
Q1 2024 Added 33.34%
$54.2B
$1.48 Billion 0.36% of portfolio
9,080
Q1 2024 Added 1.44%
$74.3B
$1.44 Billion 0.35% of portfolio
12,639
Q1 2024 Added 21.81%
$39B
$1.46 Billion 0.35% of portfolio
18,166
Q1 2024 Reduced 0.61%
$197B
$1.28 Billion 0.31% of portfolio
3,107
Q1 2024 New
$163B
$1.3 Billion 0.31% of portfolio
74,003
Q1 2024 Added 97.81%
$197B
$1.23 Billion 0.3% of portfolio
9,659
Q1 2024 New
$123B
$1.16 Billion 0.28% of portfolio
9,012
Q1 2024 Added 42.28%
$73.1B
$1.06 Billion 0.26% of portfolio
3,638
Q1 2024 Added 20.78%
$57.9B
$1.05 Billion 0.25% of portfolio
11,425
Q4 2023 Added 2.56%
$93.9B
$978 Million 0.24% of portfolio
22,621
Q1 2024 Added 28.94%
$18.2B
$944 Million 0.23% of portfolio
10,882
Q1 2024 Added 19.7%
$140B
$961 Million 0.23% of portfolio
3,395
Q1 2024 Added 140.61%
$84.7B
$872 Million 0.21% of portfolio
24,328
Q1 2024 Added 3.91%
$82.5B
$850 Million 0.21% of portfolio
12,188
Q1 2024 Added 2.64%
$177B
$819 Million 0.2% of portfolio
4,771
Q1 2024 Added 7.92%
$188B
$833 Million 0.2% of portfolio
9,109
Q1 2024 Added 13.91%
$92B
$782 Million 0.19% of portfolio
5,298
Q1 2024 Added 13.04%
$55.5B
$791 Million 0.19% of portfolio
16,711
Q1 2024 Added 40.35%
$44.5B
$770 Million 0.19% of portfolio
5,982
Q1 2024 Added 7.03%
$47.5B
$746 Million 0.18% of portfolio
8,818
Q1 2024 Added 0.2%
$38B
$714 Million 0.17% of portfolio
10,174
Q1 2024 Added 4.07%
$68.2B
$685 Million 0.17% of portfolio
18,630
Q1 2024 Added 20.54%
$157B
$683 Million 0.17% of portfolio
826
Q1 2024 New
$96.4B
$707 Million 0.17% of portfolio
5,687
Q1 2024 Added 137.75%
$54.5B
$662 Million 0.16% of portfolio
2,626
Q1 2024 Added 1.16%
$167B
$660 Million 0.16% of portfolio
15,618
Q1 2024 Added 89.52%
$57.6B
$661 Million 0.16% of portfolio
11,518
Q1 2024 New
$128B
$647 Million 0.16% of portfolio
1,429
Q1 2024 New
$28.3B
$630 Million 0.15% of portfolio
4,726
Q1 2024 New
$31.2B
$634 Million 0.15% of portfolio
5,660
Q1 2024 Added 14.11%
$44.9B
$606 Million 0.15% of portfolio
12,332
Q1 2024 Added 25.47%
$51.2B
$612 Million 0.15% of portfolio
4,315
Q1 2024 New
$172B
$600 Million 0.15% of portfolio
6,136
Q1 2024 Added 25.02%
$14.5B
$576 Million 0.14% of portfolio
30,189
Q4 2023 Added 3.95%
$20.1B
$569 Million 0.14% of portfolio
3,752
Q1 2024 Added 6.23%
$130B
$569 Million 0.14% of portfolio
1,407
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $412 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 151 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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