Impact Partnership Wealth, LLC
Q4 2024 13F Holdings
- Locationmarietta, GA
- Num holdings
289
- Value ($000)
$495,461
- Date Filed01/21/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $85.82 M | 17 % | 938,605 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $35.31 M | 7 % | 69,071 | ||
VGK VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $32.35 M | 7 % | 509,748 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $19.06 M | 4 % | 348,431 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $19.04 M | 4 % | 496,324 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $15.85 M | 3 % | 93,607 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $14.31 M | 3 % | 142,609 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.85 M | 3 % | 33,733 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $11.75 M | 2 % | 261,609 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $11.72 M | 2 % | 48,415 |
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