Fund HoldingsImpact Partnership Wealth, LLC

Total Portfolio Value
$468.31M
Total Bought
$82.03M
Total Sold
$102.01M
Net Transaction
-$19.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR SER TR
ST SHO TREAS ETF
0650,438+650,438019,0194.06%+19,019
ISHARES TR0217,394+217,394021,8854.67%+21,885
INVESCO QQQ TR69,07186,251+17,18035,31140,4458.64%+5,133
SPDR SER TR
ST SHOR CORP ETF
0314,800+314,80009,4752.02%+9,475
SPDR SER TR
ST STR P400MID
348,431450,222+101,79119,05623,0424.92%+3,987
VANGUARD INDEX FDS93,607113,511+19,90415,84819,6084.19%+3,760
SPDR SER TR
ST LON TREAS ETF
0200,189+200,18905,4571.17%+5,457
SPDR SER TR
ST STR SP600 SML
261,609350,684+89,07511,75114,2943.05%+2,542
ISHARES TR086,221+86,22108,0861.73%+8,086
SPDR S&P 500 ETF TR(SPY)9,76413,091+3,3275,7227,3231.56%+1,600
DTE ENERGY CO(DTB)09,449+9,44901,3070.28%+1,307
VALERO ENERGY CORP(VLO)09,490+9,49001,2530.27%+1,253
SPDR SER TR
ST INTER BD ETF
0147,583+147,58304,9061.05%+4,906
SPDR SER TR
ST INTER ETF
0329,952+329,95209,4302.01%+9,430
LOCKHEED MARTIN CORP(LMT)03,308+3,30801,4770.32%+1,477
UNITEDHEALTH GROUP INC(UNH)01,695+1,69508880.19%+888
ISHARES TR022,615+22,61502,4980.53%+2,498
CF INDS HLDGS INC(CF)010,552+10,55208250.18%+825
ISHARES TR043,629+43,62903,9520.84%+3,952
BERKLEY W R CORP016,706+16,70601,1890.25%+1,189
WALMART INC(WMT)4,00412,370+8,3663621,0860.23%+724
BLUE OWL CAPITAL INC(OBDC)035,454+35,45407100.15%+710
CHENIERE ENERGY INC(LNG)03,034+3,03407020.15%+702
CAPITAL ONE FINL CORP(COF)03,726+3,72606680.14%+668
SCHLUMBERGER LTD(SLB)015,448+15,44806460.14%+646
ISHARES ETHEREUM TR(ETHA)046,269+46,26906390.14%+639
CBRE GROUP INC(CBRE)04,722+4,72206180.13%+618
TARGET CORP(TGT)05,755+5,75506010.13%+601
PACCAR INC(PCAR)05,988+5,98805830.12%+583
OLD REP INTL CORP(ORI)014,509+14,50905690.12%+569
COTERRA ENERGY INC019,474+19,47405630.12%+563
GODADDY INC(GDDY)03,008+3,00805420.12%+542
HALLIBURTON CO(HAL)021,321+21,32105410.12%+541
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
0342,560+342,56004,6691.00%+4,669
RAYMOND JAMES FINL INC(RJF)03,719+3,71905170.11%+517
CITIZENS FINL GROUP INC(CFG)011,988+11,98804910.10%+491
M & T BK CORP(MTB)02,668+2,66804770.10%+477
DELTA AIR LINES INC DEL(DAL)010,846+10,84604730.10%+473
CLOROX CO DEL(CLX)03,151+3,15104640.10%+464
ALLIANT ENERGY CORP(LNT)07,127+7,12704590.10%+459
BOOZ ALLEN HAMILTON HLDG COR04,333+4,33304530.10%+453
PRUDENTIAL FINL INC(PFH)011,287+11,28701,2610.27%+1,261
DECKERS OUTDOOR CORP(DECK)03,873+3,87304330.09%+433
ANNALY CAPITAL MANAGEMENT IN019,987+19,98704060.09%+406
JANUS HENDERSON GROUP PLC011,163+11,16304040.09%+404
CONAGRA BRANDS INC(CAG)014,860+14,86003960.08%+396
OVINTIV INC(OVV)09,024+9,02403860.08%+386
HOLOGIC INC06,057+6,05703740.08%+374
BXP INC(BXP)05,521+5,52103710.08%+371
EVEREST GROUP LTD(EG)0963+96303500.07%+350
SNAP ON INC(SNA)01,001+1,00103370.07%+337
FRANKLIN RESOURCES INC(BEN)017,428+17,42803350.07%+335
REGIONS FINANCIAL CORP NEW(RF)25,15941,835+16,6765929090.19%+317
ANTERO MIDSTREAM CORP(AM)017,011+17,01103060.07%+306
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
16,33328,429+12,0964037040.15%+301
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)01,022+1,02202890.06%+289
SEI INVTS CO(SEIC)03,682+3,68202860.06%+286
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
21,89534,671+12,7764527280.16%+276
CARLYLE GROUP INC(CG)11,67519,775+8,1005898620.18%+273
GLOBUS MED INC(GMED)03,717+3,71702720.06%+272
EXELIXIS INC(EXEL)07,307+7,30702700.06%+270
ISHARES TR030,803+30,80303,4220.73%+3,422
AGCO CORP02,818+2,81802610.06%+261
TD SYNNEX CORPORATION(SNX)02,473+2,47302570.05%+257
COINBASE GLOBAL INC(COIN)04,248+4,24807320.16%+732
INVESCO LTD(IVZ)016,339+16,33902480.05%+248
DROPBOX INC(DBX)09,164+9,16402450.05%+245
GENERAC HLDGS INC(GNRC)01,921+1,92102430.05%+243
PROSPERITY BANCSHARES INC(PB)03,392+3,39202420.05%+242
BLOCK H & R INC04,373+4,37302400.05%+240
MKS INSTRS INC(MKSI)02,970+2,97002380.05%+238
BERKSHIRE HATHAWAY INC DEL0437+43702330.05%+233
FIRST TR EXCHANGE TRADED FD
INTL EQUITY OPP
04,901+4,90102310.05%+231
SILGAN HLDGS INC(SLGN)04,322+4,32202210.05%+221
RAYONIER INC(RYN)07,812+7,81202180.05%+218
VIRTU FINL INC(VIRT)012,591+12,59104800.10%+480
FIRST AMERN FINL CORP(FAF)03,286+3,28602160.05%+216
SONOCO PRODS CO(SON)04,454+4,45402100.04%+210
KINSALE CAP GROUP INC(KNSL)0425+42502070.04%+207
WESCO INTL INC(WCC)01,319+1,31902050.04%+205
ETSY INC(ETSY)04,332+4,33202040.04%+204
ALLSTATE CORP(ALL)2,8813,650+7695557560.16%+200
FIRST TR EXCHANGE-TRADED FD8,75011,149+2,3991,0461,2460.27%+200
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
039,711+39,71108240.18%+824
TRAVELERS COMPANIES INC(TRV)2,2352,744+5095387260.15%+187
VESTIS CORPORATION(VSTS)017,605+17,60501740.04%+174
PROGRESSIVE CORP(PGR)02,989+2,98908460.18%+846
COMERICA INC5,9888,724+2,7363705150.11%+145
ONEMAIN HLDGS INC(OMF)08,450+8,45004130.09%+413
PILGRIMS PRIDE CORP(PPC)06,516+6,51603550.08%+355
CORE SCIENTIFIC INC NEW(CORZ)017,537+17,53701270.03%+127
ISHARES TR
CORE HIGH DV ETF
4,5955,276+6815166390.14%+123
SPDR SER TR
ST PORT HIGH ETF
0212,889+212,88904,9861.06%+4,986
CBOE GLOBAL MKTS INC(CBOE)02,437+2,43705510.12%+551
CIPHER MINING INC(CIFR)047,555+47,55501090.02%+109
TECHNIPFMC PLC(FTI)011,630+11,63003690.08%+369
NRG ENERGY INC(NRG)05,049+5,04904820.10%+482
FIRST TR EXCHANGE-TRADED FD015,666+15,66604660.10%+466
ISHARES TR5,4416,231+7905045750.12%+71
DAVITA INC(DVA)02,363+2,36303610.08%+361
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