Impact Partnership Wealth, LLC Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Impact Partnership Wealth, LLCInvestment ActivityImpact Partnership Wealth, LLC has $252.35 million in total holdings as of March 31, 2024.Impact Partnership Wealth, LLC owns shares of 704 different stocks, but just 77 companies or ETFs make up 80% of its holdings.Approximately 12.65% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Impact Partnership Wealth, LLC has purchased 833 new stocks and bought additional shares in 119 stocks.Impact Partnership Wealth, LLC sold shares of 305 stocks and completely divested from 182 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $42,437,739Vanguard FTSE Europe ETF $17,934,904Invesco QQQ $16,740,223SPDR Portfolio S&P 400 Mid Cap ETF $9,928,936SPDR Portfolio Emerging Markets ETF $9,483,362 Largest New Holdings this Quarter ISHARES BITCOIN TR $2,024,754 HoldingPACCAR $1,053,560 HoldingHormel Foods $493,311 HoldingMid-America Apartment Communities $412,503 HoldingAlliant Energy $390,045 Holding Largest Purchases this Quarter Vanguard FTSE Europe ETF 61,511 shares (about $4.14M)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 196,504 shares (about $2.73M)ISHARES BITCOIN TR 50,031 shares (about $2.02M)SPDR Portfolio S&P 400 Mid Cap ETF 37,443 shares (about $2.00M)PACCAR 8,504 shares (about $1.05M) Largest Sales this Quarter Honeywell International 43 shares (about $∞T)The Goldman Sachs Group 15 shares (about $∞T)Clorox 3,916 shares (about $∞T)Iron Mountain 255 shares (about $∞T)DuPont de Nemours 80 shares (about $∞T) Sector Allocation Over TimeMap of 500 Largest Holdings ofImpact Partnership Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$42,437,739$8,976,953 ▼-17.5%462,28416.8%ETFVGKVanguard FTSE Europe ETF$17,934,904$4,142,160 ▲30.0%266,3337.1%ETFQQQInvesco QQQ$16,740,223$1,648,581 ▼-9.0%37,7036.6%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$9,928,936$1,997,223 ▲25.2%186,1433.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$9,483,362$403,808 ▼-4.1%262,0443.8%ETFVUGVanguard Growth ETF$8,763,661$660,519 ▼-7.0%25,4613.5%ETFVTVVanguard Value ETF$8,445,370$349,509 ▼-4.0%51,8553.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,107,197$226,306 ▼-3.6%141,8952.4%ETFAAPLApple$6,064,592$309,523 ▲5.4%35,3662.4%Computer and TechnologyFLJPFranklin FTSE Japan ETF$6,038,006$839,269 ▼-12.2%194,5862.4%ETFGLDSPDR Gold Shares$5,358,936$931,899 ▼-14.8%26,0502.1%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$3,948,440$4,365,842 ▼-52.5%136,5301.6%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$3,339,901$2,853,594 ▼-46.1%118,5191.3%ETFSPYSPDR S&P 500 ETF Trust$2,866,457$96,769 ▼-3.3%5,4801.1%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,726,607$2,725,511 ▲248,739.2%196,5831.1%ManufacturingSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,242,985$1,791,405 ▼-44.4%75,3440.9%ETFISHARES BITCOIN TR$2,024,754$2,024,754 ▲New Holding50,0310.8%SHSMBBiShares MBS ETF$1,957,699$1,278,946 ▼-39.5%21,1820.8%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,801,749$489,968 ▼-21.4%76,8000.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,510,146$1,675,210 ▼-52.6%14,9950.6%ETFUSBU.S. Bancorp$1,447,157$122,839 ▼-7.8%32,3740.6%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,446,794$331,592 ▼-18.6%16,1350.6%ETFTIPiShares TIPS Bond ETF$1,440,286$779,058 ▼-35.1%13,4090.6%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,286,535$65,152 ▼-4.8%39,3550.5%ETFXOMExxon Mobil$1,206,657$162,864 ▼-11.9%10,3800.5%Oils/EnergySPTLSPDR Portfolio Long Term Treasury ETF$1,107,462$1,048,704 ▼-48.6%39,6370.4%ETFPCARPACCAR$1,053,560$1,053,560 ▲New Holding8,5040.4%Auto/Tires/TrucksGILDGilead Sciences$1,022,794$320,493 ▲45.6%13,9620.4%MedicalMSFTMicrosoft$1,016,600$61,854 ▲6.5%2,4160.4%Computer and TechnologyHDHome Depot$1,011,660$381,339 ▲60.5%2,6370.4%Retail/WholesaleVNQVanguard Real Estate ETF$961,880$230,395 ▲31.5%11,1220.4%ETFFALNiShares Fallen Angels USD Bond ETF$951,208$270,565 ▼-22.1%35,4130.4%ManufacturingVZVerizon Communications$912,331$165,588 ▼-15.4%21,7410.4%Computer and TechnologyIBMInternational Business Machines$897,795$171,309 ▼-16.0%4,7010.4%Computer and TechnologyUPSUnited Parcel Service$889,440$675,255 ▲315.3%5,9840.4%TransportationTAT&T$835,398$136,349 ▼-14.0%47,4650.3%Computer and TechnologyCOPConocoPhillips$820,375$395,292 ▼-32.5%6,4440.3%Oils/EnergyBMYBristol-Myers Squibb$789,607$114,529 ▼-12.7%14,5610.3%MedicalPNCThe PNC Financial Services Group$770,820$144,599 ▼-15.8%4,7710.3%FinanceEOGEOG Resources$762,108$308,244 ▼-28.8%5,9610.3%Oils/EnergyMMM3M$721,497$94,814 ▼-11.6%6,8030.3%Multi-Sector ConglomeratesNVDANVIDIA$718,332$121,981 ▼-14.5%7950.3%Computer and TechnologyMOAltria Group$707,928$84,451 ▼-10.7%16,2290.3%Consumer StaplesPXDPioneer Natural Resources$701,131$128,361 ▼-15.5%2,6710.3%Oils/EnergyOKEONEOK$694,228$99,004 ▼-12.5%8,6600.3%Oils/EnergyTFCTruist Financial$678,163$127,587 ▼-15.8%17,3970.3%FinanceFFord Motor$673,870$649,368 ▲2,650.3%50,7430.3%Auto/Tires/TrucksPRUPrudential Financial$671,287$128,764 ▼-16.1%5,7190.3%FinanceQCOMQUALCOMM$663,822$605,752 ▲1,043.1%3,9210.3%Computer and TechnologyPSAPublic Storage$653,266$84,994 ▼-11.5%2,2520.3%FinanceGOOGLAlphabet$633,000$13,131 ▼-2.0%4,1940.3%Computer and TechnologyWMBWilliams Companies$629,620$89,740 ▼-12.5%16,1580.2%Oils/EnergyKHCKraft Heinz$621,704$618,272 ▲18,016.1%16,8480.2%Consumer StaplesIVViShares Core S&P 500 ETF$617,717$46,263 ▼-7.0%1,1750.2%ETFGISGeneral Mills$615,528$611,680 ▲15,894.5%8,7970.2%Consumer StaplesDOWDOW$611,240$132,490 ▼-17.8%10,5510.2%Basic MaterialsKMBKimberly-Clark$609,134$76,061 ▼-11.1%4,7090.2%Consumer StaplesKMIKinder Morgan$608,828$576,752 ▲1,798.1%33,1970.2%Oils/EnergyDVNDevon Energy$604,214$590,314 ▲4,246.9%12,0410.2%Oils/EnergyPEGPublic Service Enterprise Group$601,048$305,266 ▼-33.7%9,0000.2%UtilitiesMETAMeta Platforms$578,685$70,394 ▼-10.8%1,1920.2%Computer and TechnologyTROWT. Rowe Price Group$576,395$120,204 ▼-17.3%4,7280.2%FinanceLYBLyondellBasell Industries$574,753$299,702 ▼-34.3%5,6190.2%Basic MaterialsHSTHost Hotels & Resorts$565,848$35,115 ▲6.6%27,3620.2%FinanceFITBFifth Third Bancorp$553,641$118,661 ▼-17.6%14,8790.2%FinanceVICIVICI Properties$545,931$536,696 ▲5,811.6%18,3260.2%FinanceEQREquity Residential$531,666$508,882 ▲2,233.5%8,4240.2%FinanceHBANHuntington Bancshares$530,301$101,208 ▼-16.0%38,0140.2%FinanceHPQHP$523,971$84,976 ▼-14.0%17,3390.2%Computer and TechnologyMTBM&T Bank$521,002$94,714 ▼-15.4%3,5810.2%FinanceSTTState Street$503,119$87,758 ▼-14.9%6,5070.2%FinanceRFRegions Financial$501,595$99,688 ▼-16.6%23,8400.2%FinanceCFGCitizens Financial Group$494,211$98,269 ▼-16.6%13,6190.2%FinanceHRLHormel Foods$493,311$493,311 ▲New Holding14,1390.2%Consumer StaplesCTRACoterra Energy$489,622$309,565 ▼-38.7%17,5610.2%Oils/EnergyCOSTCostco Wholesale$488,365$11,732 ▲2.5%6660.2%Retail/WholesaleFPXFirst Trust US Equity Opportunities ETF$485,306$9,205 ▲1.9%4,5870.2%ETFAVBAvalonBay Communities$481,302$68,466 ▼-12.5%2,5940.2%FinanceBBYBest Buy$473,809$284,482 ▼-37.5%5,7760.2%Retail/WholesaleKKellanova$465,769$451,790 ▲3,232.0%8,1300.2%Consumer DiscretionaryVTRSViatris$451,039$93,047 ▼-17.1%37,7760.2%MedicalCSCOCisco Systems$437,602$49,016 ▲12.6%8,7670.2%Computer and TechnologyACNAccenture$437,025$51,639 ▲13.4%1,2610.2%Business ServicesBXPBoston Properties$431,378$91,109 ▲26.8%6,6050.2%FinanceBRK.BBerkshire Hathaway$422,623$362,068 ▲597.9%1,0050.2%FinanceBENFranklin Resources$419,456$78,759 ▼-15.8%14,9230.2%FinanceCAGConagra Brands$417,301$409,713 ▲5,399.6%14,0790.2%Consumer StaplesMAAMid-America Apartment Communities$412,503$412,503 ▲New Holding3,1350.2%FinanceAMATApplied Materials$408,851$2,475 ▼-0.6%1,9820.2%Computer and TechnologyKEYKeyCorp$408,603$64,219 ▼-13.6%25,8450.2%FinanceIPInternational Paper$405,912$75,462 ▼-15.7%10,4030.2%Basic MaterialsEMNEastman Chemical$391,635$91,418 ▼-18.9%3,9070.2%Basic MaterialsLNTAlliant Energy$390,045$390,045 ▲New Holding7,7390.2%UtilitiesAMCRAmcor$389,961$66,219 ▼-14.5%41,0050.2%Industrial ProductsIPGInterpublic Group of Companies$388,198$105,819 ▼-21.4%11,8970.2%Business ServicesGLPIGaming and Leisure Properties$386,930$82,002 ▼-17.5%8,3990.2%FinancePGProcter & Gamble$379,107$5,678 ▼-1.5%2,3370.2%Consumer StaplesWPCW. P. Carey$378,542$378,542 ▲New Holding6,7070.2%FinanceMPCMarathon Petroleum$373,623$5,035 ▲1.4%1,8550.1%Oils/EnergyLRCXLam Research$371,377$55,415 ▼-13.0%3820.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. 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