Portfolio (Quarterly)
Guide ↗
Impact Partnership Wealth, LLC
· CIK 0001984555| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CORZ | CORE SCIENTIFIC INC NEW | Technology | 30,604 | $446K | 0.06% | SOLD |
| 42 | CCI | CROWN CASTLE INC | Real Estate | 4,992 | $444K | 0.06% | SOLD |
| 43 | CACC | CREDIT ACCEP CORP MICH | Financial Services | 995 | $441K | 0.06% | SOLD |
| 44 | LYFT | LYFT INC | Technology | 22,747 | $441K | 0.06% | SOLD |
| 45 | HSY | HERSHEY CO | Consumer Defensive | 2,386 | $434K | 0.06% | SOLD |
| 46 | — | CIVITAS RESOURCES INC | — | 15,720 | $426K | 0.06% | SOLD |
| 47 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 24,224 | $420K | 0.05% | SOLD |
| 48 | GIS | GENERAL MLS INC | Consumer Defensive | 9,037 | $420K | 0.05% | SOLD |
| 49 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 14,940 | $418K | 0.05% | SOLD |
| 50 | MTB | M & T BK CORP | Financial Services | 2,023 | $408K | 0.05% | SOLD |
| 51 | ES | EVERSOURCE ENERGY | Utilities | 5,880 | $396K | 0.05% | SOLD |
| 52 | HAL | HALLIBURTON CO | Energy | 13,878 | $392K | 0.05% | SOLD |
| 53 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 6,769 | $389K | 0.05% | SOLD |
| 54 | PPG | PPG INDS INC | Basic Materials | 3,746 | $384K | 0.05% | SOLD |
| 55 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 2,011 | $370K | 0.05% | SOLD |
| 56 | LFUS | LITTELFUSE INC | Technology | 1,432 | $362K | 0.05% | SOLD |
| 57 | AVB | AVALONBAY CMNTYS INC | Real Estate | 1,971 | $357K | 0.05% | SOLD |
| 58 | MMM | 3M CO | Industrials | 2,218 | $355K | 0.05% | SOLD |
| 59 | — | EXPAND ENERGY CORPORATION | — | 3,207 | $354K | 0.04% | SOLD |
| 60 | AXSM | AXSOME THERAPEUTICS INC | Healthcare | 1,822 | $333K | 0.04% | SOLD |
Sector Allocation
Financial Services
48.1%
Technology
20.2%
Healthcare
6.4%
Consumer Cyclical
5.1%
Energy
5.1%
Industrials
4.4%
Communication Services
3.5%
Consumer Defensive
3.4%
Basic Materials
1.5%
Real Estate
1.5%