Fund HoldingsImpact Partnership Wealth, LLC

Total Portfolio Value
$321.36M
Total Bought
$186.47M
Total Sold
$152.47M
Net Transaction
+$34.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
400,155900,539+500,38436,74282,68725.73%+45,945
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
0517,493+517,493013,6884.26%+13,688
VANGUARD INTL EQUITY INDEX F0235,965+235,96509,2522.88%+9,252
SPDR SER TR
ST SHO TREAS ETF
0275,426+275,42607,9102.46%+7,910
ISHARES TR069,744+69,74406,5792.05%+6,579
VANGUARD INTL EQUITY INDEX F0113,369+113,36906,5672.04%+6,567
APPLE INC(AAPL)9,24442,903+33,6591,7937,3452.29%+5,552
ISHARES TR096,637+96,63704,8151.50%+4,815
INVESCO QQQ TR7,62421,155+13,5312,8167,5792.36%+4,763
ISHARES TR
FALN ANGLS USD
0164,866+164,86604,0891.27%+4,089
ISHARES TR
MSCI USA MIN ETF
053,475+53,47503,8711.20%+3,871
INVESCO DB COMMDY INDX TRCK(DBC)0113,255+113,25502,8270.88%+2,827
VANGUARD INDEX FDS29,96043,935+13,9756,5969,1492.85%+2,553
INVESCO EXCH TRADED FD TR II031,846+31,84601,8720.58%+1,872
SPDR SER TR
ST INTER ETF
066,513+66,51301,8310.57%+1,831
ISHARES TR23,79844,292+20,4941,7873,2651.02%+1,479
ISHARES TR030,091+30,09101,4640.46%+1,464
FIRST TR EXCHANGE TRADED FD015,898+15,89801,3350.42%+1,335
MICROSOFT CORP(MSFT)2,6816,272+3,5919131,9800.62%+1,067
US BANCORP DEL(USB)030,348+30,34801,0030.31%+1,003
CONOCOPHILLIPS(COP)08,657+8,65701,0370.32%+1,037
ISHARES TR
MSCI EAFE MIN VL
014,778+14,77809640.30%+964
CHEVRON CORP NEW(CVX)06,997+6,99701,1800.37%+1,180
INVESCO EXCH TRADED FD TR II018,305+18,30509000.28%+900
ISHARES TR02,161+2,16109280.29%+928
LYONDELLBASELL INDUSTRIES N
SHS - A -
07,969+7,96907550.23%+755
AMGEN INC(AMGN)02,860+2,86007690.24%+769
AT&T INC(T)054,918+54,91808250.26%+825
ISHARES TR10,26118,432+8,1718881,5210.47%+633
PHILLIPS 66(PSX)07,946+7,94609550.30%+955
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
016,181+16,18105910.18%+591
ISHARES TR10,11116,175+6,0641,0881,6780.52%+590
KINDER MORGAN INC DEL(KMI)035,316+35,31605860.18%+586
BOEING CO(BA)04,268+4,26808180.25%+818
DOW INC(DOW)011,532+11,53205950.19%+595
HOST HOTELS & RESORTS INC(HST)031,816+31,81605110.16%+511
CHESAPEAKE ENERGY CORP(EXE)05,916+5,91605100.16%+510
PIONEER NAT RES CO02,228+2,22805110.16%+511
META PLATFORMS INC(META)01,987+1,98705970.19%+597
METLIFE INC(MET)08,056+8,05605070.16%+507
OLD REP INTL CORP(ORI)017,863+17,86304810.15%+481
VANGUARD INDEX FDS16,15924,177+8,0181,3501,8290.57%+479
ISHARES INC08,737+8,73704660.15%+466
PRUDENTIAL FINL INC(PFH)05,014+5,01404760.15%+476
FIDELITY NATIONAL FINANCIAL(FNF)011,186+11,18604620.14%+462
UNITED PARCEL SERVICE INC(UPS)2,2155,372+3,1573978370.26%+440
TRUIST FINL CORP(TFC)015,657+15,65704480.14%+448
INVESCO EXCH TRADED FD TR II
S&P SMLCP LOW
010,933+10,93304310.13%+431
VICI PPTYS INC(VICI)014,473+14,47304210.13%+421
TJX COS INC NEW(TJX)05,601+5,60104980.15%+498
COTERRA ENERGY INC015,114+15,11404090.13%+409
PFIZER INC(PFE)021,179+21,17907030.22%+703
SPDR GOLD TR(GLD)7,58910,149+2,5601,3531,7400.54%+387
UNITEDHEALTH GROUP INC(UNH)0800+80004030.13%+403
M & T BK CORP(MTB)02,946+2,94603730.12%+373
ROSS STORES INC(ROST)03,240+3,24003660.11%+366
FIFTH THIRD BANCORP(FITB)014,362+14,36203640.11%+364
PACKAGING CORP AMER(PKG)02,357+2,35703620.11%+362
CADENCE DESIGN SYSTEM INC(CDNS)01,537+1,53703600.11%+360
AMERICAN EXPRESS CO(AXP)02,641+2,64103940.12%+394
AUTODESK INC01,721+1,72103560.11%+356
REGIONS FINANCIAL CORP NEW(RF)020,432+20,43203510.11%+351
VERTEX PHARMACEUTICALS INC(VRTX)01,009+1,00903510.11%+351
EXTRA SPACE STORAGE INC(EXR)02,877+2,87703500.11%+350
CITIZENS FINL GROUP INC(CFG)012,326+12,32603300.10%+330
ALEXANDRIA REAL ESTATE EQ IN03,263+3,26303270.10%+327
CONAGRA BRANDS INC(CAG)012,183+12,18303340.10%+334
CNA FINL CORP(CNA)08,192+8,19203220.10%+322
LOCKHEED MARTIN CORP(LMT)0831+83103400.11%+340
MICROCHIP TECHNOLOGY INC.(MCHP)04,068+4,06803180.10%+318
GAMING & LEISURE PPTYS INC(GLPI)07,513+7,51303420.11%+342
ON SEMICONDUCTOR CORP(ON)03,577+3,57703320.10%+332
PROCTER AND GAMBLE CO(PG)02,529+2,52903690.11%+369
FERGUSON PLC NEW01,882+1,88203100.10%+310
FIRST TR EXCHNG TRADED FD VI
FT VEST US
09,309+9,30903020.09%+302
ALPHABET INC(GOOG)4,6256,470+1,8455548470.26%+293
OLD DOMINION FREIGHT LINE IN(ODFL)0715+71502930.09%+293
HF SINCLAIR CORP(DINO)05,166+5,16602940.09%+294
GLOBALFOUNDRIES INC(GFS)04,781+4,78102780.09%+278
ARCH CAP GROUP LTD
ORD
03,497+3,49702790.09%+279
REGENCY CTRS CORP(REG)04,611+4,61102740.09%+274
CUBESMART(CUBE)07,127+7,12702720.08%+272
AMERICAN FINL GROUP INC OHIO02,400+2,40002680.08%+268
KEYCORP(KEY)024,216+24,21602610.08%+261
HARTFORD FINL SVCS GROUP INC(HIG)03,693+3,69302620.08%+262
PUBLIC SVC ENTERPRISE GRP IN(PEG)04,921+4,92102800.09%+280
WESTROCK CO07,575+7,57502710.08%+271
AMERIPRISE FINL INC(AMP)0777+77702560.08%+256
ALLY FINL INC(ALLY)09,323+9,32302490.08%+249
CARDINAL HEALTH INC(CAH)02,858+2,85802480.08%+248
ISHARES TR
CORE MSCI TOTAL
04,063+4,06302440.08%+244
LAMAR ADVERTISING CO NEW(LAMR)02,854+2,85402380.07%+238
INVESCO EXCH TRD SLF IDX FD011,386+11,38602350.07%+235
BOSTON PROPERTIES INC(BXP)03,934+3,93402340.07%+234
NEW YORK CMNTY BANCORP INC027,382+27,38203110.10%+311
DARDEN RESTAURANTS INC(DRI)01,604+1,60402300.07%+230
JABIL INC(JBL)01,789+1,78902270.07%+227
ISHARES TR0904+90402400.07%+240
MOLINA HEALTHCARE INC(MOH)0676+67602220.07%+222
FIRST SOLAR INC(FSLR)01,378+1,37802230.07%+223
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