Impact Partnership Wealth, LLC Top Holdings and 13F Report (2025) About Impact Partnership Wealth, LLCInvestment ActivityImpact Partnership Wealth, LLC has $468.31 million in total holdings as of March 31, 2025.Impact Partnership Wealth, LLC owns shares of 258 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 18.04% of the portfolio was purchased this quarter.About 22.69% of the portfolio was sold this quarter.This quarter, Impact Partnership Wealth, LLC has purchased 289 new stocks and bought additional shares in 93 stocks.Impact Partnership Wealth, LLC sold shares of 101 stocks and completely divested from 91 stocks this quarter.Largest Holdings SPDR Bloomberg 1-3 Month T-Bill ETF $59,275,614Invesco QQQ $40,444,626Vanguard FTSE Europe ETF $27,054,918SPDR Portfolio S&P 400 Mid Cap ETF $23,042,374iShares 0-3 Month Treasury Bond ETF $21,885,027 Largest New Holdings this Quarter 233331107 - DTE Energy $1,306,513 Holding91913Y100 - Valero Energy $1,253,400 Holding91324P102 - UnitedHealth Group $887,503 Holding125269100 - CF Industries $824,639 Holding09581B103 - Blue Owl Capital $710,498 Holding Largest Purchases this Quarter Invesco QQQ 17,180 shares (about $8.06M)SPDR Portfolio Short Term Treasury ETF 268,263 shares (about $7.84M)iShares 0-3 Month Treasury Bond ETF 74,785 shares (about $7.53M)SPDR Portfolio S&P 400 Mid Cap ETF 101,791 shares (about $5.21M)SPDR Portfolio Short Term Corporate Bond ETF 147,999 shares (about $4.45M) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 292,408 shares (about $26.82M)Vanguard FTSE Europe ETF 124,405 shares (about $8.73M)ISHARES BITCOIN TRUST ETF 132,260 shares (about $6.19M)SPDR Gold Shares 14,622 shares (about $4.21M)ARK 21SHARES BITCOIN ETF 45,585 shares (about $3.75M) 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 1-3 Month T-Bill ETF$59,275,614$26,822,569 ▼-31.2%646,19712.7%ETFQQQInvesco QQQ$40,444,626$8,056,007 ▲24.9%86,2518.6%FinanceVGKVanguard FTSE Europe ETF$27,054,918$8,734,471 ▼-24.4%385,3435.8%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$23,042,374$5,209,666 ▲29.2%450,2224.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$21,885,027$7,528,597 ▲52.4%217,3944.7%ETFVTVVanguard Value ETF$19,607,975$3,438,232 ▲21.3%113,5114.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$19,018,809$7,844,011 ▲70.2%650,4384.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$18,969,677$570,589 ▼-2.9%481,8314.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$14,293,881$3,630,697 ▲34.0%350,6843.1%ETFVUGVanguard Growth ETF$13,143,963$635,209 ▲5.1%35,4462.8%ETFAAPLApple$10,065,138$192,142 ▲1.9%45,3122.1%Computer and TechnologyGLDSPDR Gold Shares$9,737,200$4,213,220 ▼-30.2%33,7932.1%FinanceSPSBSPDR Portfolio Short Term Corporate Bond ETF$9,475,486$4,454,773 ▲88.7%314,8002.0%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$9,430,028$749,510 ▲8.6%329,9522.0%ETFMBBiShares MBS ETF$8,085,818$2,057,443 ▲34.1%86,2211.7%ETFFLJPFranklin FTSE Japan ETF$7,439,384$2,326,689 ▼-23.8%253,0401.6%ETFSPYSPDR S&P 500 ETF Trust$7,322,782$1,861,042 ▲34.1%13,0911.6%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$5,457,140$2,559,627 ▲88.3%200,1891.2%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,985,849$130,636 ▲2.7%212,8891.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,905,662$1,006,009 ▲25.8%147,5831.0%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,669,100$323,113 ▲7.4%342,5601.0%ManufacturingEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$3,952,375$765,037 ▲24.0%43,6290.8%ETFTIPiShares TIPS Bond ETF$3,421,922$135,086 ▲4.1%30,8030.7%ETFFALNiShares Fallen Angels USD Bond ETF$2,576,869$53,821 ▲2.1%96,1880.6%ManufacturingSHViShares Short Treasury Bond ETF$2,498,070$863,361 ▲52.8%22,6150.5%ETFNVDANVIDIA$2,471,407$596,311 ▼-19.4%22,8030.5%Computer and TechnologyMSFTMicrosoft$1,858,719$5,256 ▲0.3%4,9510.4%Computer and TechnologyVNQVanguard Real Estate ETF$1,648,258$409,145 ▼-19.9%18,2050.4%ETFLMTLockheed Martin$1,477,499$937,060 ▲173.4%3,3080.3%AerospaceAMZNAmazon.com$1,407,101$172,368 ▲14.0%7,3960.3%Retail/WholesaleXOMExxon Mobil$1,380,152$241,304 ▼-14.9%11,6050.3%EnergyIVViShares Core S&P 500 ETF$1,374,310$58,433 ▼-4.1%2,4460.3%ETFEOGEOG Resources$1,357,880$131,954 ▼-8.9%10,5890.3%EnergyTSLATesla$1,348,676$61,940 ▲4.8%5,2040.3%Auto/Tires/TrucksDTEDTE Energy$1,306,513$1,306,513 ▲New Holding9,4490.3%UtilitiesMETMetLife$1,295,977$82,459 ▼-6.0%16,1410.3%FinancePRUPrudential Financial$1,260,557$496,762 ▲65.0%11,2870.3%FinanceUMARInnovator U.S. Equity Ultra Buffer ETF - March$1,257,652$290,763 ▼-18.8%35,3770.3%ETFVLOValero Energy$1,253,400$1,253,400 ▲New Holding9,4900.3%EnergyFPXFirst Trust US Equity Opportunities ETF$1,245,809$268,069 ▲27.4%11,1490.3%ETFACGLArch Capital Group$1,228,285$89,830 ▼-6.8%12,7710.3%FinanceWRBW. R. Berkley$1,188,807$639,733 ▲116.5%16,7060.3%FinanceAVGOBroadcom$1,179,130$94,592 ▲8.7%7,0430.3%Computer and TechnologyVZVerizon Communications$1,120,762$103,694 ▼-8.5%24,7080.2%Computer and TechnologyWMTWalmart$1,085,974$734,459 ▲208.9%12,3700.2%Retail/WholesaleGOOGLAlphabet$1,082,742$8,196 ▼-0.8%7,0020.2%Computer and TechnologyHDHome Depot$1,024,324$569,517 ▼-35.7%2,7950.2%Retail/WholesaleCSCOCisco Systems$1,002,527$415,488 ▼-29.3%16,2460.2%Computer and TechnologyJNJJohnson & Johnson$999,085$315,282 ▼-24.0%6,0240.2%MedicalMETAMeta Platforms$940,897$310,173 ▼-24.8%1,6320.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$916,446$6,191,089 ▼-87.1%19,5780.2%SHS BEN INTTAT&T$909,141$621,959 ▼-40.6%32,1480.2%Computer and TechnologyRFRegions Financial$909,079$362,371 ▲66.3%41,8350.2%FinanceUNHUnitedHealth Group$887,503$887,503 ▲New Holding1,6950.2%MedicalGILDGilead Sciences$885,838$565,162 ▼-38.9%7,9060.2%MedicalBMYBristol-Myers Squibb$864,772$231,090 ▼-21.1%14,1790.2%MedicalCGThe Carlyle Group$862,007$353,085 ▲69.4%19,7750.2%FinancePSAPublic Storage$855,061$90,085 ▼-9.5%2,8570.2%FinancePGRProgressive$845,882$42,167 ▲5.2%2,9890.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$836,221$58,655 ▲7.5%10,1080.2%ManufacturingCMCSAComcast$827,815$188,817 ▼-18.6%22,4340.2%Consumer DiscretionaryCFCF Industries$824,639$824,639 ▲New Holding10,5520.2%Basic MaterialsFIRST TR EXCHANGE-TRADED FD$824,003$178,325 ▲27.6%39,7110.2%INTERMEDIATE DURMRKMerck & Co., Inc.$813,912$185,437 ▼-18.6%9,0680.2%MedicalPYPLPayPal$792,331$93,438 ▲13.4%12,1430.2%Computer and TechnologyCOPConocoPhillips$775,538$722,610 ▼-48.2%7,3850.2%EnergyFMBFirst Trust Managed Municipal ETF$772,115$35,548 ▼-4.4%15,3130.2%ManufacturingALLAllstate$755,737$159,222 ▲26.7%3,6500.2%FinanceCOINCoinbase Global$731,633$397,162 ▲118.7%4,2480.2%FinanceFIRST TR EXCHANGE-TRADED FD$727,744$268,168 ▲58.4%34,6710.2%CORE INVESTMENTTRVTravelers Companies$725,720$134,618 ▲22.8%2,7440.2%FinanceUSBU.S. Bancorp$715,2910.0%16,9420.2%FinanceOWLBlue Owl Capital$710,498$710,498 ▲New Holding35,4540.2%FinanceLLYEli Lilly and Company$710,415$133,822 ▼-15.9%8600.2%MedicalPGProcter & Gamble$709,917$10,054 ▲1.4%4,1660.2%Consumer StaplesUCONFirst Trust TCW Unconstrained Plus Bond ETF$703,618$299,376 ▲74.1%28,4290.2%ETFCHENIERE ENERGY INC$702,074$702,074 ▲New Holding3,0340.1%COM NEWSPGSimon Property Group$684,822$130,387 ▼-16.0%4,1230.1%FinanceCOFCapital One Financial$668,072$668,072 ▲New Holding3,7260.1%FinanceSYYSysco$651,803$116,988 ▼-15.2%8,6860.1%Consumer StaplesSLBSchlumberger$645,726$645,726 ▲New Holding15,4480.1%EnergyISHARES ETHEREUM TR$639,438$639,438 ▲New Holding46,2690.1%SHSHDViShares Core High Dividend ETF$638,994$82,478 ▲14.8%5,2760.1%ETFACNAccenture$623,874$83,017 ▼-11.7%1,9990.1%Computer and TechnologyCBRECBRE Group$617,543$617,543 ▲New Holding4,7220.1%FinanceSWKSSkyworks Solutions$608,790$45,756 ▼-7.0%9,4200.1%Computer and TechnologyAFGAmerican Financial Group$605,097$93,253 ▼-13.4%4,6070.1%FinanceTGTTarget$600,615$600,615 ▲New Holding5,7550.1%Retail/WholesalePNCThe PNC Financial Services Group$600,214$159,764 ▼-21.0%3,4150.1%FinanceCEGConstellation Energy$600,089$26,415 ▼-4.2%2,9760.1%EnergyDRIDarden Restaurants$586,231$242,012 ▼-29.2%2,8220.1%Retail/WholesalePCARPACCAR$583,052$583,052 ▲New Holding5,9880.1%Auto/Tires/TrucksIUSViShares Core S&P U.S. Value ETF$575,060$72,909 ▲14.5%6,2310.1%ManufacturingORIOld Republic International$569,051$569,051 ▲New Holding14,5090.1%FinanceARESAres Management$566,918$142,059 ▲33.4%3,8670.1%FinanceCTRACoterra Energy$562,802$562,802 ▲New Holding19,4740.1%EnergyVSTVistra$552,267$62,942 ▲12.9%4,7030.1%UtilitiesCBOECboe Global Markets$551,478$45,485 ▲9.0%2,4370.1%Financial ServicesGDDYGoDaddy$541,861$541,861 ▲New Holding3,0080.1%Computer and TechnologyHALHalliburton$540,922$540,922 ▲New Holding21,3210.1%EnergyShowing 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. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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