Portfolio (Quarterly)
Guide ↗
Impact Partnership Wealth, LLC
· CIK 0001984555| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | GPGI | COMPOSECURE INC | Industrials | 17,088 | $329K | 0.04% | SOLD |
| 62 | SNA | SNAP ON INC | Industrials | 919 | $317K | 0.04% | SOLD |
| 63 | FOLD | AMICUS THERAPEUTICS INC | Healthcare | 19,787 | $282K | 0.04% | SOLD |
| 64 | HRL | HORMEL FOODS CORP | Consumer Defensive | 11,786 | $279K | 0.04% | SOLD |
| 65 | PL | PLANET LABS PBC | Industrials | 14,053 | $277K | 0.04% | SOLD |
| 66 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 3,209 | $263K | 0.03% | SOLD |
| 67 | ABT | ABBOTT LABS | Healthcare | 1,983 | $248K | 0.03% | SOLD |
| 68 | LAB | STANDARD BIOTOOLS INC | Healthcare | 192,830 | $247K | 0.03% | SOLD |
| 69 | DTM | DT MIDSTREAM INC | Energy | 2,050 | $245K | 0.03% | SOLD |
| 70 | PAG | PENSKE AUTOMOTIVE GRP INC | Consumer Cyclical | 1,526 | $242K | 0.03% | SOLD |
| 71 | OVV | OVINTIV INC | Energy | 6,023 | $236K | 0.03% | SOLD |
| 72 | OEF | ISHARES TR | — | 687 | $236K | 0.03% | SOLD |
| 73 | T | AT&T INC | Communication Services | 9,460 | $235K | 0.03% | SOLD |
| 74 | IONS | IONIS PHARMACEUTICALS INC | Healthcare | 2,905 | $230K | 0.03% | SOLD |
| 75 | WFC | WELLS FARGO CO NEW | Financial Services | 2,453 | $229K | 0.03% | SOLD |
| 76 | DIS | DISNEY WALT CO | Communication Services | 2,008 | $228K | 0.03% | SOLD |
| 77 | IONQ | IONQ INC | Technology | 4,942 | $222K | 0.03% | SOLD |
| 78 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 4,593 | $214K | 0.03% | SOLD |
| 79 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,101 | $211K | 0.03% | SOLD |
| 80 | PSTG | PURE STORAGE INC | Technology | 3,081 | $206K | 0.03% | 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%