Impact Partnership Wealth, LLC Top Holdings and 13F Report (2025) About Impact Partnership Wealth, LLCInvestment ActivityImpact Partnership Wealth, LLC has $495.46 million in total holdings as of December 31, 2024.Impact Partnership Wealth, LLC owns shares of 289 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 19.86% of the portfolio was purchased this quarter.About 9.24% of the portfolio was sold this quarter.This quarter, Impact Partnership Wealth, LLC has purchased 238 new stocks and bought additional shares in 141 stocks.Impact Partnership Wealth, LLC sold shares of 44 stocks and completely divested from 51 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $85,816,649Invesco QQQ $35,311,407Vanguard FTSE Europe ETF $32,353,682SPDR Portfolio S&P 400 Mid Cap ETF $19,055,689SPDR Portfolio Emerging Markets ETF $19,043,965 Largest New Holdings this Quarter ARK 21SHARES BITCOIN ETF $4,482,929 HoldingInnovator U.S. Equity Ultra Buffer ETF - March $1,554,514 HoldingAltria Group $919,831 HoldingMicroStrategy $917,227 HoldingThe PNC Financial Services Group $833,883 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 157,993 shares (about $14.45M)Invesco QQQ 20,360 shares (about $10.41M)ARK 21SHARES BITCOIN ETF 48,064 shares (about $4.48M)Vanguard FTSE Europe ETF 59,799 shares (about $3.80M)SPDR Portfolio Emerging Markets ETF 49,470 shares (about $1.90M) Largest Sales this Quarter SPDR Portfolio Intermediate Term Treasury ETF 105,628 shares (about $2.94M)SPDR Portfolio Short Term Treasury ETF 91,852 shares (about $2.66M)Vanguard Growth ETF 6,011 shares (about $2.47M)Amazon.com 10,953 shares (about $2.40M)SPDR Portfolio Short Term Corporate Bond ETF 60,910 shares (about $1.82M) 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$85,816,649$14,445,299 ▲20.2%938,60517.3%ETFQQQInvesco QQQ$35,311,407$10,408,713 ▲41.8%69,0717.1%FinanceVGKVanguard FTSE Europe ETF$32,353,682$3,795,440 ▲13.3%509,7486.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$19,055,689$778,293 ▲4.3%348,4313.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$19,043,965$1,898,165 ▲11.1%496,3243.8%ETFVTVVanguard Value ETF$15,847,607$981,090 ▲6.6%93,6073.2%ETFSGOViShares 0-3 Month Treasury Bond ETF$14,306,577$779,087 ▼-5.2%142,6092.9%ETFVUGVanguard Growth ETF$13,845,527$2,467,182 ▼-15.1%33,7332.8%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$11,751,480$729,681 ▲6.6%261,6092.4%ETFGLDSPDR Gold Shares$11,722,764$1,343,826 ▲12.9%48,4152.4%FinanceAAPLApple$11,130,433$973,384 ▲9.6%44,4472.2%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$11,086,898$2,664,627 ▼-19.4%382,1752.2%ETFFLJPFranklin FTSE Japan ETF$9,503,636$1,141,796 ▲13.7%332,1791.9%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$8,467,913$2,944,910 ▼-25.8%303,7271.7%ETFISHARES BITCOIN TRUST ETF$8,055,006$639,146 ▲8.6%151,8381.6%SHS BEN INTMBBiShares MBS ETF$5,893,369$1,424,614 ▼-19.5%64,2821.2%ETFSPYSPDR S&P 500 ETF Trust$5,722,361$628,850 ▲12.3%9,7641.2%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,980,679$1,818,773 ▼-26.7%166,8011.0%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,865,584$245,191 ▲5.3%207,3111.0%ETFARK 21SHARES BITCOIN ETF$4,482,929$4,482,929 ▲New Holding48,0640.9%SHS BEN INTPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,141,917$996,373 ▼-19.4%318,8540.8%ManufacturingSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,843,343$324,292 ▲9.2%117,3180.8%ETFNVDANVIDIA$3,801,141$1,291,757 ▲51.5%28,3050.8%Computer and TechnologyTIPiShares TIPS Bond ETF$3,152,452$768,428 ▼-19.6%29,5870.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,132,822$250,740 ▲8.7%35,1840.6%ETFSPTLSPDR Portfolio Long Term Treasury ETF$2,783,777$821,132 ▼-22.8%106,2920.6%ETFFALNiShares Fallen Angels USD Bond ETF$2,515,519$172,760 ▲7.4%94,1790.5%ManufacturingIBMInternational Business Machines$2,266,146$890,060 ▲64.7%10,3090.5%Computer and TechnologyMSFTMicrosoft$2,081,079$505,832 ▲32.1%4,9370.4%Computer and TechnologyVNQVanguard Real Estate ETF$2,024,288$92,021 ▲4.8%22,7240.4%ETFTSLATesla$2,005,078$364,670 ▲22.2%4,9650.4%Auto/Tires/TrucksHDHome Depot$1,691,658$616,527 ▲57.3%4,3490.3%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,629,495$93,372 ▼-5.4%14,7990.3%ETFUMARInnovator U.S. Equity Ultra Buffer ETF - March$1,554,514$1,554,514 ▲New Holding43,5560.3%ETFAVGOBroadcom$1,501,865$330,605 ▲28.2%6,4780.3%Computer and TechnologyIVViShares Core S&P 500 ETF$1,501,016$880,007 ▲141.7%2,5500.3%ETFXOMExxon Mobil$1,466,569$41,844 ▲2.9%13,6340.3%Oils/EnergyEOGEOG Resources$1,424,144$61,781 ▲4.5%11,6180.3%Oils/EnergyAMZNAmazon.com$1,423,841$2,402,979 ▼-62.8%6,4900.3%Retail/WholesaleCOPConocoPhillips$1,414,721$644,191 ▲83.6%14,2660.3%Oils/EnergyMETMetLife$1,405,707$566,524 ▲67.5%17,1680.3%FinanceCSCOCisco Systems$1,360,340$46,294 ▲3.5%22,9790.3%Computer and TechnologyGOOGLAlphabet$1,335,504$156,740 ▲13.3%7,0550.3%Computer and TechnologyMETAMeta Platforms$1,270,598$132,330 ▲11.6%2,1700.3%Computer and TechnologyACGLArch Capital Group$1,265,671$830,328 ▲190.7%13,7050.3%FinanceTAT&T$1,232,792$6,922 ▲0.6%54,1410.2%Computer and TechnologyGILDGilead Sciences$1,196,230$17,920 ▲1.5%12,9500.2%MedicalJNJJohnson & Johnson$1,146,180$110,641 ▲10.7%7,9250.2%MedicalSOSouthern$1,124,820$863,866 ▲331.0%13,6640.2%UtilitiesCVXChevron$1,117,562$103,558 ▲10.2%7,7160.2%Oils/EnergyMRKMerck & Co., Inc.$1,107,651$198,967 ▲21.9%11,1340.2%MedicalHPQHP$1,093,069$95,703 ▲9.6%33,4990.2%Computer and TechnologyVZVerizon Communications$1,079,471$31,432 ▲3.0%26,9940.2%Computer and TechnologyFPXFirst Trust US Equity Opportunities ETF$1,045,769$307,635 ▲41.7%8,7500.2%ETFCMCSAComcast$1,033,990$106,735 ▲11.5%27,5510.2%Consumer DiscretionaryBBYBest Buy$1,024,322$170,835 ▲20.0%11,9380.2%Retail/WholesaleWFCWells Fargo & Company$1,021,173$202,717 ▼-16.6%14,5380.2%FinanceBMYBristol-Myers Squibb$1,016,282$622 ▼-0.1%17,9680.2%MedicalIPInternational Paper$1,002,673$423,620 ▲73.2%18,6300.2%Basic MaterialsJPMJPMorgan Chase & Co.$958,952$77,196 ▲8.8%4,0000.2%FinancePSAPublic Storage$945,570$22,157 ▼-2.3%3,1580.2%FinanceMOAltria Group$919,831$919,831 ▲New Holding17,5910.2%Consumer StaplesMSTRMicroStrategy$917,227$917,227 ▲New Holding3,1670.2%Computer and TechnologyPYPLPayPal$914,184$66,317 ▲7.8%10,7110.2%Computer and TechnologySWKSSkyworks Solutions$898,170$182,862 ▲25.6%10,1280.2%Computer and TechnologyABBVAbbVie$860,389$133,980 ▼-13.5%4,8420.2%MedicalSPGSimon Property Group$845,194$4,477 ▲0.5%4,9080.2%FinanceQCOMQUALCOMM$837,885$119,061 ▲16.6%5,4540.2%Computer and TechnologyPNCThe PNC Financial Services Group$833,883$833,883 ▲New Holding4,3240.2%FinanceFMBFirst Trust Managed Municipal ETF$817,078$36,523 ▲4.7%16,0180.2%ManufacturingPRUPrudential Financial$810,575$460,104 ▼-36.2%6,8390.2%FinanceUSBU.S. Bancorp$810,336$670 ▲0.1%16,9420.2%FinanceLAMRLamar Advertising$807,772$161,067 ▲24.9%6,6350.2%FinanceCNACNA Financial$807,017$392,722 ▲94.8%16,6840.2%FinanceCLColgate-Palmolive$803,008$803,008 ▲New Holding8,8330.2%Consumer StaplesACNAccenture$796,832$569,920 ▲251.2%2,2650.2%Computer and TechnologyAEPAmerican Electric Power$791,057$791,057 ▲New Holding8,5770.2%UtilitiesLLYEli Lilly and Company$789,159$235,512 ▲42.5%1,0220.2%MedicalSYYSysco$783,328$56,809 ▲7.8%10,2450.2%Consumer StaplesHSYHershey$779,681$779,681 ▲New Holding4,6040.2%Consumer StaplesKMBKimberly-Clark$772,948$57,260 ▲8.0%5,8990.2%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$770,542$770,542 ▲New Holding9,3990.2%ManufacturingGISGeneral Mills$760,138$760,138 ▲New Holding11,9200.2%Consumer StaplesDRIDarden Restaurants$744,360$11,389 ▼-1.5%3,9870.2%Retail/WholesaleAFGAmerican Financial Group$728,011$332,171 ▲83.9%5,3170.1%FinanceCEGConstellation Energy$695,109$39,152 ▲6.0%3,1070.1%Oils/EnergyPGProcter & Gamble$688,548$65,217 ▲10.5%4,1070.1%Consumer StaplesPGRProgressive$680,528$77,398 ▲12.8%2,8400.1%FinanceFITBFifth Third Bancorp$675,210$3,974 ▲0.6%15,9700.1%FinanceHPEHewlett Packard Enterprise$672,951$612,680 ▼-47.7%31,5200.1%Computer and TechnologyTROWT. Rowe Price Group$666,192$9,273 ▲1.4%5,8910.1%FinanceIBKRInteractive Brokers Group$646,414$136,561 ▼-17.4%3,6590.1%FinancePALANTIR TECHNOLOGIES INC$642,326$126,983 ▲24.6%8,4930.1%CL AFIRST TR EXCHANGE-TRADED FD$636,343$695 ▲0.1%31,1170.1%INTERMEDIATE DURDGDollar General$631,429$631,429 ▲New Holding8,3280.1%Retail/WholesaleCFRCullen/Frost Bankers$624,551$624,551 ▲New Holding4,6520.1%FinanceDFSDiscover Financial Services$624,178$624,178 ▲New Holding3,6030.1%FinanceCBChubb$623,056$623,056 ▲New Holding2,2550.1%FinanceADMArcher-Daniels-Midland$619,202$32,887 ▲5.6%12,2570.1%Consumer StaplesAVBAvalonBay Communities$613,276$613,276 ▲New Holding2,7880.1%FinanceShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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