Impact Capital Partners LLC

Q1 2025 13F Holdings

  • Location
    greenwood village, CO
  • Num holdings

    256

  • Value ($000)

    $276,003

  • Date Filed
    04/11/2025
  • Form type
    13F-HR
  • CIK
    0002054916
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$13.92M
5 %

37,081

AAPL
AAPL

APPLE INC

COM
037833100
$11.47M
4 %

51,620

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$8.19M
3 %

75,533

PG
PG

PROCTER AND GAMBLE CO

COM
742718109
$7.88M
3 %

46,211

AVGO
AVGO

BROADCOM INC

COM
11135F101
$5.60M
2 %

33,430

FLOT
FLOT

ISHARES TR

FLTG RATE NT ETF
46429B655
$5.48M
2 %

107,343

ABBV
ABBV

ABBVIE INC

COM
00287Y109
$5.06M
2 %

24,137

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.74M
2 %

24,909

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$4.23M
2 %

17,258

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$4.19M
2 %

42,365

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