Imprint Wealth LLC

Q1 2024 13F Holdings

  • Location
    mount pleasant, SC
  • Num holdings

    303

  • Value ($000)

    $412,355

  • Date Filed
    05/10/2024
  • Form type
    13F-HR
  • CIK
    0001972653
  • 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 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
UNP
UNP

UNION PAC CORP

COM
$27.47M
7 %

112,909

MSFT
MSFT

MICROSOFT CORP

COM
$19.10M
5 %

44,976

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$14.47M
4 %

55,704

AAPL
AAPL

APPLE INC

COM
$13.78M
3 %

81,046

NVDA
NVDA

NVIDIA CORPORATION

COM
$12.50M
3 %

13,828

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$11.98M
3 %

24,959

AMZN
AMZN

AMAZON COM INC

COM
$11.43M
3 %

63,132

DIVO
DIVO

AMPLIFY ETF TR

CWP ENHANCED DIV
$7.91M
2 %

204,256

HD
HD

HOME DEPOT INC

COM
$7.37M
2 %

20,032

JPM
JPM

JPMORGAN CHASE & CO

COM
$6.79M
2 %

34,120

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