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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Impact Partnership Wealth, LLC

Quarter ended Q3 2024 · Filed October 22, 2024 · Accession 0001984555-24-000004

Total Value
$443.2M
Positions
239
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (239)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663780,612$71.7M16.17%
2VANGUARD INTL EQUITY INDEX F922042874449,949$32.0M7.22%
3INVESCO QQQ TRIVZ48,711$23.8M5.36%
4SPDR INDEX SHS FDS78463X509446,854$18.4M4.16%
5SPDR SER TR78464A847334,200$18.3M4.12%
6VANGUARD INDEX FDS92290874487,812$15.3M3.46%
7VANGUARD INDEX FDS92290873639,744$15.3M3.44%
8ISHARES TR46436E718150,375$15.1M3.42%
9SPDR SER TR78468R101474,027$13.9M3.15%
10SPDR SER TR78464A672409,355$11.9M2.68%
11SPDR SER TR78468R853245,365$11.2M2.52%
12SPDR GOLD TRGLD42,865$10.4M2.35%
13APPLE INCAAPL40,560$9.5M2.13%
14FRANKLIN TEMPLETON ETF TRFGDL292,270$8.9M2.01%
15ISHARES TR46428858879,821$7.6M1.73%
16SPDR SER TR78464A474227,711$6.9M1.56%
17INVESCO ACTVELY MNGD ETC FDIVZ395,557$5.3M1.20%
18ISHARES BITCOIN TRUST ETFIBIT139,790$5.1M1.14%
19SPDR S&P 500 ETF TRSPY8,691$5.0M1.13%
20SPDR SER TR78468R606196,864$4.7M1.07%
21ISHARES TR46428717636,799$4.1M0.92%
22SPDR SER TR78464A664137,645$4.0M0.90%
23SPDR SER TR78464A375107,419$3.6M0.82%
24ISHARES TR46428828132,368$3.0M0.68%
25ISHARES TR46435G47487,711$2.4M0.54%
26NVIDIA CORPORATIONNVDA18,686$2.3M0.51%
27VANGUARD INDEX FDS92290855321,691$2.1M0.48%
28ISHARES TR46428867915,647$1.7M0.39%
29MICROSOFT CORPMSFT3,737$1.6M0.36%
30EXXON MOBIL CORPXOM13,245$1.6M0.35%
31TARGET CORPTGT9,381$1.5M0.33%
32INTERNATIONAL BUSINESS MACHSINTR6,260$1.4M0.31%
33EOG RES INCEOG11,114$1.4M0.31%
34PRUDENTIAL FINL INCPUKPF10,721$1.3M0.29%
35HEWLETT PACKARD ENTERPRISE CHPE-PC60,217$1.2M0.28%
36AT&T INCT-PC53,837$1.2M0.27%
37CISCO SYS INCCSCO22,197$1.2M0.27%
38VERIZON COMMUNICATIONS INCVZ26,208$1.2M0.27%
39PUBLIC STORAGE OPER COPSA-PS3,232$1.2M0.27%
40JOHNSON & JOHNSONJNJ7,160$1.2M0.26%
41VALERO ENERGY CORPVLO8,442$1.1M0.26%
42HOME DEPOT INCHD2,764$1.1M0.25%
43META PLATFORMS INCMETA1,944$1.1M0.25%
44ABBVIE INCABBV5,596$1.1M0.25%
45HP INCHPQ30,566$1.1M0.25%
46FIRST TR EXCHANGE-TRADED FD33739Q40818,108$1.1M0.24%
47GILEAD SCIENCES INCGILD12,756$1.1M0.24%
48TESLA INCTSLA4,062$1.1M0.24%
49MERCK & CO INCMRK9,134$1.0M0.23%
50ALPHABET INCGOOG6,227$1.0M0.23%
51COMCAST CORP NEWCCZ24,707$1.0M0.23%
52CHEVRON CORP NEWCVX7,001$1.0M0.23%
53BEST BUY INCBBY9,947$1.0M0.23%
54WELLS FARGO CO NEW94974610117,424$984,2550.22%
55DEVON ENERGY CORP NEW25179M10325,037$979,4530.22%
56BRISTOL-MYERS SQUIBB COCELG-RI17,979$930,2330.21%
57AMAZON COM INCAMZN4,891$911,3400.21%
58ALTRIA GROUP INCAMZN17,443$890,2870.20%
59BROADCOM INCAVGO5,052$871,4300.20%
60PACCAR INCPCAR8,690$857,5370.19%
61METLIFE INCMET-PF10,249$845,3050.19%
62FIDELITY NATIONAL FINANCIALFNF13,605$844,3420.19%
63SIMON PPTY GROUP INC NEW8288061094,882$825,1710.19%
64CONOCOPHILLIPSCOP7,770$818,0720.18%
653M COMMM5,965$815,4560.18%
66SKYWORKS SOLUTIONS INCSWKS8,066$796,7070.18%
67QUALCOMM INCQCOM4,679$795,6300.18%
68FIRST TR EXCHANGE-TRADED FD33739N10815,302$795,0920.18%
69KIMBERLY-CLARK CORPKMB5,462$777,0910.18%
70JPMORGAN CHASE & CO.VYLD3,678$775,6300.18%
71PAYPAL HLDGS INCPYPL9,934$775,1500.17%
72US BANCORP DELUSB-PS16,928$774,1170.17%
73CONSTELLATION ENERGY CORPCEG2,932$762,3790.17%
74PHILLIPS 66PSX5,651$742,8360.17%
75SYSCO CORPSYY9,502$741,7540.17%
76LAMAR ADVERTISING CO NEWLAMR5,312$709,6250.16%
77PAYCHEX INCPAYX5,265$706,4530.16%
78ARCHER DANIELS MIDLAND COADM11,606$693,3520.16%
79FIRST TR EXCHANGE-TRADED FD3369201036,176$680,5360.15%
80FIFTH THIRD BANCORPFITBM15,876$680,1280.15%
81NU HLDGS LTDNU49,224$671,9080.15%
82LYONDELLBASELL INDUSTRIES NLYB6,977$669,1020.15%
83DARDEN RESTAURANTS INCDRI4,048$664,4160.15%
84FIRST TR EXCHANGE-TRADED FD33738D79631,083$664,2440.15%
85PRINCIPAL FINANCIAL GROUP INPFG7,720$663,1380.15%
86APPLOVIN CORPAPP5,062$660,8440.15%
87VISTRA CORPVST5,519$654,1810.15%
88OMNICOM GROUP INCOMC6,311$652,4450.15%
89PROCTER AND GAMBLE CO7427181093,718$643,9580.15%
90PROGRESSIVE CORP7433151032,517$638,7250.14%
91ELI LILLY & COLLY717$635,3090.14%
92AMERICAN EXPRESS COAXP2,335$633,2050.14%
93PRICE T ROWE GROUP INCTROW5,809$632,7770.14%
94INTERACTIVE BROKERS GROUP IN45841N1074,432$617,6920.14%
95COTERRA ENERGY INCCTRA25,689$615,2530.14%
96CMS ENERGY CORPCMS-PC8,652$611,0910.14%
97ISHARES TR4642872001,055$608,6320.14%
98BERKLEY W R CORPWRB-PH10,572$599,7270.14%
99VERTIV HOLDINGS COVRT5,939$590,8770.13%
100DIAMONDBACK ENERGY INCFANG3,403$586,7630.13%
101APPLIED MATLS INC0382221052,845$574,9220.13%
102CITIZENS FINL GROUP INCCIA13,436$551,8200.12%
103SNAP ON INCSNA1,903$551,3820.12%
104CONAGRA BRANDS INCCAG16,946$551,0840.12%
105NETFLIX INCNFLX752$533,3710.12%
106ORACLE CORPORCL-PD3,111$530,0410.12%
107ARCH CAP GROUP LTDG0450A1054,714$527,4020.12%
108SANDY SPRING BANCORP INC80036310316,802$527,0890.12%
109INTERNATIONAL PAPER CO46014610310,759$525,5770.12%
110PACKAGING CORP AMER6951561092,406$518,2860.12%
111VOYA FINANCIAL INCVOYA-PB6,523$516,7670.12%
112WP CAREY INC92936U1098,010$499,0230.11%
113BUNGE GLOBAL SABG5,142$496,9240.11%
114MARATHON PETE CORPMARA3,045$496,1280.11%
115FERGUSON ENTERPRISES INCFERG2,486$493,7300.11%
116VANGUARD TAX-MANAGED FDS9219438589,196$485,6440.11%
117WILLIAMS SONOMA INCWSM3,134$485,5420.11%
118HARTFORD FINL SVCS GROUP INCHIG-PG4,092$481,2680.11%
119VIRTU FINL INC92825410115,770$480,3660.11%
120MOTOROLA SOLUTIONS INCMSI1,047$470,7630.11%
121JANUS HENDERSON GROUP PLCJHG12,320$469,0120.11%
122CARDINAL HEALTH INCCAH4,219$466,3280.11%
123HOST HOTELS & RESORTS INCHST26,413$464,8780.10%
124GAMING & LEISURE PPTYS INC36467J1088,975$461,7660.10%
125CENCORA INCCOR2,042$459,7190.10%
126ADVANCED MICRO DEVICES INCAMD2,776$455,4860.10%
127FIRST TR EXCHANGE-TRADED FD33741X10212,517$455,3680.10%
128GAP INCGAP20,154$444,3960.10%
129WK KELLOGG CO92942W10725,701$439,7440.10%
130OVINTIV INCOVV11,273$431,8700.10%
131WESTERN UN COWU35,281$420,9020.09%
132CNA FINL CORP1261171008,565$419,1560.09%
133TAPESTRY INCTPR8,919$419,0300.09%
134NETAPP INCNTAP3,368$415,9620.09%
135STEEL DYNAMICS INCSTLD3,292$415,0720.09%
136SYNCHRONY FINANCIALSYF-PB8,139$405,9860.09%
137NRG ENERGY INCNRG4,368$397,9250.09%
138WATSCO INCWSO-B807$396,9530.09%
139INTERPUBLIC GROUP COS INCINTR12,409$392,5050.09%
140AMERICAN FINL GROUP INC OHIO0259321042,891$389,1510.09%
141CINCINNATI FINL CORP1720621012,825$384,5190.09%
142EMCOR GROUP INCEME879$378,5140.09%
143CUBESMARTCUBE6,979$375,6740.08%
144AGCO CORPAGCO3,819$373,7730.08%
145LOCKHEED MARTIN CORPLMT636$371,9940.08%
146AMERIPRISE FINL INC03076C106784$368,3360.08%
147HF SINCLAIR CORPDINO8,246$367,5280.08%
148CBOE GLOBAL MKTS INC12503M1081,791$366,9710.08%
149PURE STORAGE INC74624M1027,264$364,9430.08%
150CARLISLE COS INC142339100811$364,7830.08%
151BATH & BODY WORKS INCBBWI11,426$364,7040.08%
152EAST WEST BANCORP INCEWBC4,402$364,2140.08%
153GEN DIGITAL INCGENVR12,865$352,8840.08%
154COMFORT SYS USA INC199908104900$351,3150.08%
155WISDOMTREE INCWT34,467$344,3230.08%
156INVESCO EXCH TRADED FD TR IIIVZ1,703$342,0480.08%
157OLD REP INTL CORP6802231049,558$338,5270.08%
158REINSURANCE GRP OF AMERICA I7593516041,536$334,6480.08%
159SELECT SECTOR SPDR TR81369Y8031,454$328,2180.07%
160EVEREST GROUP LTDEG833$326,4680.07%
161ONEOK INC NEWOKE3,580$326,2450.07%
162NNN REIT INCNNN6,628$321,3920.07%
163MARA HOLDINGS INCMARA19,766$320,6050.07%
164SIRIUSXM HOLDINGS INC82993310013,547$320,3900.07%
165FIRST HORIZON CORPORATIONFHN-PH20,620$320,2360.07%
166EXPEDIA GROUP INCEXPE2,155$318,9830.07%
167JABIL INCJBL2,615$313,3150.07%
168COINBASE GLOBAL INCCOIN1,742$310,3720.07%
169SCOTTS MIRACLE-GRO COSMG3,579$310,3200.07%
170DAVITA INCDVA1,871$306,7130.07%
171DICKS SPORTING GOODS INC2533931021,462$305,0180.07%
172ALPHABET INCGOOG1,823$304,8200.07%
173EPR PPTYS26884U1096,114$299,8220.07%
174ROBLOX CORPRBLX6,730$297,8700.07%
175SPDR SER TR78464A8544,391$296,4460.07%
176MARATHON OIL CORPMARA11,106$295,7530.07%
177RALPH LAUREN CORPRL1,521$294,9070.07%
178PLAYTIKA HLDG CORPPLTK36,917$292,3830.07%
179EQUITABLE HLDGS INCEQH-PC6,812$286,3080.06%
180SOUTHERN COSOMN3,170$285,8710.06%
181HIGHWOODS PPTYS INC4312841088,455$283,3180.06%
182BANK OZK LITTLE ROCK ARKOZKAP6,575$282,6510.06%
183FIRST TR EXCHANGE TRADED FD33733E8238,982$280,4180.06%
184HANOVER INS GROUP INC4108671051,886$279,3690.06%
185KOHLS CORPKSS13,088$276,1460.06%
186SYNOVUS FINL CORP87161C5016,133$272,7550.06%
187UGI CORP NEW90268110510,872$272,0170.06%
188DOCUSIGN INCDOCU4,373$271,4900.06%
189MANPOWERGROUP INC WISMAN3,693$271,4750.06%
190SMITH A O CORPAOS3,009$270,2600.06%
191ZIONS BANCORPORATION N A9897011075,702$269,2350.06%
192LAZARD INCLAZ5,302$267,1150.06%
193ISHARES TR4642872262,609$264,2380.06%
194FIRST TR EXCHNG TRADED FD VI33740U79412,836$264,1650.06%
195LEAR CORPLEA2,382$260,0380.06%
196NORDSTROM INC65566410011,514$258,9550.06%
197MSC INDL DIRECT INC5535301062,995$257,7760.06%
198REYNOLDS CONSUMER PRODS INC76171L1068,233$256,0560.06%
199VANGUARD INDEX FDS9229087511,075$254,9790.06%
200COMPOSECURE INC20459V10518,167$254,7010.06%
201UNITED THERAPEUTICS CORP DELUTHR709$254,0700.06%
202PALANTIR TECHNOLOGIES INCPLTR6,814$253,4810.06%
203ORGANON & COOGN13,135$251,2690.06%
204ADT INC DELADT34,475$249,2540.06%
205SONOCO PRODS CO8354951024,506$246,1560.06%
206MACYS INC55616P10415,642$245,4160.06%
207ANTERO MIDSTREAM CORPAM16,027$241,2040.05%
208CARTERS INCCRI3,707$240,9100.05%
209PREMIER INCPREM11,945$238,9020.05%
210LOWES COS INC548661107875$237,0400.05%
211ONEMAIN HLDGS INCOMF5,030$236,7760.05%
212EVERCORE INCEVR933$236,2620.05%
213CROCS INCCROX1,626$235,4610.05%
214VISA INCV856$235,4360.05%
215TAIWAN SEMICONDUCTOR MFG LTD8740391001,344$233,4120.05%
216RTX CORPORATIONRTX1,920$232,5690.05%
217GRAYSCALE BITCOIN TR BTCGBTC4,575$231,0380.05%
218ACCENTURE PLC IRELANDACN645$228,0140.05%
219ALLISON TRANSMISSION HLDGS IALSN2,325$223,3370.05%
220F5 INCFFIV1,007$221,7410.05%
221KINDER MORGAN INC DELEP-PC9,809$216,6890.05%
222TECHNIPFMC PLCFTI8,245$216,2590.05%
223NEXSTAR MEDIA GROUP INCNXST1,306$215,9900.05%
224LOUISIANA PAC CORPLPX1,984$213,1680.05%
225SKECHERS U S A INC8305661053,167$211,9360.05%
226PRIMERICA INCPRI797$211,3590.05%
227FIRST TR EXCHANGE TRADED FD33734X1761,500$207,9680.05%
228PEGASYSTEMS INCPEGA2,833$207,0680.05%
229SPROTT PHYSICAL GOLD TRSII10,091$205,6550.05%
230INGREDION INCINGR1,493$205,2430.05%
231ARROW ELECTRS INC0427351001,540$204,5580.05%
232HIVE DIGITAL TECHNOLOGIES LTHIVE47,954$150,0960.03%
233BITFARMS LTDBITF70,285$148,3010.03%
234CANAAN INCCAN130,129$131,4300.03%
235ADAPTIVE BIOTECHNOLOGIES CORADTI17,539$89,8000.02%
236IONQ INCIONQ-WT10,169$88,8770.02%
237PACIFIC BIOSCIENCES CALIF IN69404D10839,169$66,5870.02%
2383-D SYS CORP DEL88554D20521,157$60,0860.01%
239KANDI TECHNOLOGIES GROUP INCKNDI26,000$53,5600.01%