Impact Partnership Wealth, LLC
Q1 2025 13F Holdings
- Locationmarietta, GA
- Num holdings
259
- Value ($000)
$468,306
- Date Filed05/05/2025
- Form type13F-HR
- CIK0001984555
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $59.28M | 13 % | 646,197 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $40.44M | 9 % | 86,251 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $27.05M | 6 % | 385,343 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $23.04M | 5 % | 450,222 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $21.89M | 5 % | 217,394 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $19.61M | 4 % | 113,511 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $19.02M | 4 % | 650,438 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $18.97M | 4 % | 481,831 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $14.29M | 3 % | 350,684 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.14M | 3 % | 35,446 |
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