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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 Q4 2024 · Filed January 21, 2025 · Accession 0001984555-25-000001

Total Value
$495.5M
Positions
289
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663938,605$85.8M17.32%
2INVESCO QQQ TRIVZ69,071$35.3M7.13%
3VANGUARD INTL EQUITY INDEX F922042874509,748$32.4M6.53%
4SPDR SER TR78464A847348,431$19.1M3.85%
5SPDR INDEX SHS FDS78463X509496,324$19.0M3.84%
6VANGUARD INDEX FDS92290874493,607$15.8M3.20%
7ISHARES TR46436E718142,609$14.3M2.89%
8VANGUARD INDEX FDS92290873633,733$13.8M2.79%
9SPDR SER TR78468R853261,609$11.8M2.37%
10SPDR GOLD TRGLD48,415$11.7M2.37%
11APPLE INCAAPL44,447$11.1M2.25%
12SPDR SER TR78468R101382,175$11.1M2.24%
13FRANKLIN TEMPLETON ETF TRFGDL332,179$9.5M1.92%
14SPDR SER TR78464A672303,727$8.5M1.71%
15ISHARES BITCOIN TRUST ETFIBIT151,838$8.1M1.63%
16ISHARES TR46428858864,282$5.9M1.19%
17SPDR S&P 500 ETF TRSPY9,764$5.7M1.15%
18SPDR SER TR78464A474166,801$5.0M1.01%
19SPDR SER TR78468R606207,311$4.9M0.98%
20ARK 21SHARES BITCOIN ETFARKB48,064$4.5M0.90%
21INVESCO ACTVELY MNGD ETC FDIVZ318,854$4.1M0.84%
22SPDR SER TR78464A375117,318$3.8M0.78%
23NVIDIA CORPORATIONNVDA28,305$3.8M0.77%
24ISHARES TR46428717629,587$3.2M0.64%
25ISHARES TR46428828135,184$3.1M0.63%
26SPDR SER TR78464A664106,292$2.8M0.56%
27ISHARES TR46435G47494,179$2.5M0.51%
28INTERNATIONAL BUSINESS MACHSINTR10,309$2.3M0.46%
29MICROSOFT CORPMSFT4,937$2.1M0.42%
30VANGUARD INDEX FDS92290855322,724$2.0M0.41%
31TESLA INCTSLA4,965$2.0M0.40%
32HOME DEPOT INCHD4,349$1.7M0.34%
33ISHARES TR46428867914,799$1.6M0.33%
34INNOVATOR ETFS TRUSTINHD43,556$1.6M0.31%
35BROADCOM INCAVGO6,478$1.5M0.30%
36ISHARES TR4642872002,550$1.5M0.30%
37EXXON MOBIL CORPXOM13,634$1.5M0.30%
38EOG RES INCEOG11,618$1.4M0.29%
39AMAZON COM INCAMZN6,490$1.4M0.29%
40CONOCOPHILLIPSCOP14,266$1.4M0.29%
41METLIFE INCMET-PF17,168$1.4M0.28%
42CISCO SYS INCCSCO22,979$1.4M0.27%
43ALPHABET INCGOOG7,055$1.3M0.27%
44META PLATFORMS INCMETA2,170$1.3M0.26%
45ARCH CAP GROUP LTDG0450A10513,705$1.3M0.26%
46AT&T INCT-PC54,141$1.2M0.25%
47GILEAD SCIENCES INCGILD12,950$1.2M0.24%
48JOHNSON & JOHNSONJNJ7,925$1.1M0.23%
49SOUTHERN COSOMN13,664$1.1M0.23%
50CHEVRON CORP NEWCVX7,716$1.1M0.23%
51MERCK & CO INCMRK11,134$1.1M0.22%
52HP INCHPQ33,499$1.1M0.22%
53VERIZON COMMUNICATIONS INCVZ26,994$1.1M0.22%
54FIRST TR EXCHANGE-TRADED FD3369201038,750$1.0M0.21%
55COMCAST CORP NEWCCZ27,551$1.0M0.21%
56BEST BUY INCBBY11,938$1.0M0.21%
57WELLS FARGO CO NEW94974610114,538$1.0M0.21%
58BRISTOL-MYERS SQUIBB COCELG-RI17,968$1.0M0.21%
59INTERNATIONAL PAPER CO46014610318,630$1.0M0.20%
60JPMORGAN CHASE & CO.VYLD4,000$958,9520.19%
61PUBLIC STORAGE OPER COPSA-PS3,158$945,5700.19%
62ALTRIA GROUP INCMO17,591$919,8310.19%
63MICROSTRATEGY INCSTRK3,167$917,2270.19%
64PAYPAL HLDGS INCPYPL10,711$914,1840.18%
65SKYWORKS SOLUTIONS INCSWKS10,128$898,1700.18%
66ABBVIE INCABBV4,842$860,3890.17%
67SIMON PPTY GROUP INC NEW8288061094,908$845,1940.17%
68QUALCOMM INCQCOM5,454$837,8850.17%
69PNC FINL SVCS GROUP INC6934751054,324$833,8830.17%
70FIRST TR EXCH TRADED FD III33739N10816,018$817,0780.16%
71PRUDENTIAL FINL INCPUKPF6,839$810,5750.16%
72US BANCORP DELUSB-PS16,942$810,3360.16%
73LAMAR ADVERTISING CO NEWLAMR6,635$807,7720.16%
74CNA FINL CORP12611710016,684$807,0170.16%
75COLGATE PALMOLIVE COCL8,833$803,0080.16%
76ACCENTURE PLC IRELANDACN2,265$796,8320.16%
77AMERICAN ELEC PWR CO INC0255371018,577$791,0570.16%
78ELI LILLY & COLLY1,022$789,1590.16%
79SYSCO CORPSYY10,245$783,3280.16%
80HERSHEY COHSY4,604$779,6810.16%
81KIMBERLY-CLARK CORPKMB5,899$772,9480.16%
82ISHARES TR4642874579,399$770,5420.16%
83GENERAL MLS INC37033410411,920$760,1380.15%
84DARDEN RESTAURANTS INCDRI3,987$744,3600.15%
85AMERICAN FINL GROUP INC OHIO0259321045,317$728,0110.15%
86CONSTELLATION ENERGY CORPCEG3,107$695,1090.14%
87PROCTER AND GAMBLE CO7427181094,107$688,5480.14%
88PROGRESSIVE CORP7433151032,840$680,5280.14%
89FIFTH THIRD BANCORPFITBM15,970$675,2100.14%
90HEWLETT PACKARD ENTERPRISE CHPE-PC31,520$672,9510.14%
91PRICE T ROWE GROUP INCTROW5,891$666,1920.13%
92INTERACTIVE BROKERS GROUP IN45841N1073,659$646,4140.13%
93PALANTIR TECHNOLOGIES INCPLTR8,493$642,3260.13%
94FIRST TR EXCHANGE-TRADED FD33738D79631,117$636,3430.13%
95DOLLAR GEN CORP NEW2566771058,328$631,4290.13%
96CULLEN FROST BANKERS INCCFR-PB4,652$624,5510.13%
97DISCOVER FINL SVCS2547091083,603$624,1780.13%
98CHUBB LIMITEDCB2,255$623,0560.13%
99ARCHER DANIELS MIDLAND COADM12,257$619,2020.12%
100AVALONBAY CMNTYS INCAWX2,788$613,2760.12%
101PRINCIPAL FINANCIAL GROUP INPFG7,784$602,5670.12%
102NU HLDGS LTDNU57,691$597,6790.12%
103REGIONS FINANCIAL CORP NEWRF-PF25,159$591,7400.12%
104CARLYLE GROUP INCCGABL11,675$589,4710.12%
105LOCKHEED MARTIN CORPLMT1,210$587,9410.12%
106VISTRA CORPVST4,167$574,5060.12%
107SANDY SPRING BANCORP INC80036310316,958$571,6530.12%
108DEVON ENERGY CORP NEW25179M10317,234$564,0710.11%
109GAMING & LEISURE PPTYS INC36467J10811,680$562,5140.11%
110OMNICOM GROUP INCOMC6,493$558,6360.11%
111ALLSTATE CORPALL-PJ2,881$555,4280.11%
112EAST WEST BANCORP INCEWBC5,763$551,8310.11%
113INNOVATOR ETFS TRUSTINHD17,735$546,8920.11%
114UNUM GROUPUNMA7,440$543,3430.11%
115WILLIAMS SONOMA INCWSM2,933$543,2220.11%
116ORACLE CORPORCL-PD3,234$538,8370.11%
117TRAVELERS COMPANIES INCTRV2,235$538,2700.11%
118FREEPORT-MCMORAN INCFCX13,981$532,3960.11%
119CENCORA INCCOR2,358$529,7950.11%
120ISHARES TR46429B6634,595$515,7880.10%
121ARES MANAGEMENT CORPORATIONARES-PB2,898$513,0060.10%
122SYNCHRONY FINANCIALSYF-PB7,879$512,1070.10%
123AMERIPRISE FINL INC03076C106957$509,5890.10%
124RESMED INCRSMDF2,208$504,9480.10%
125ISHARES TR4642876635,441$503,8280.10%
126FIRST TR EXCHANGE-TRADED FD33741X10214,004$502,0430.10%
127HARTFORD FINL SVCS GROUP INCHIG-PG4,583$501,3580.10%
128FIDELITY NATIONAL FINANCIALFNF8,908$500,0910.10%
129LAZARD INCLAZ9,442$486,0790.10%
130COINBASE GLOBAL INCCOIN1,942$482,1990.10%
131LEIDOS HOLDINGS INCLDOS3,281$472,6450.10%
132ISHARES TR4642876141,169$469,6210.09%
133PREMIER INCPREM22,106$468,6470.09%
134MOLSON COORS BEVERAGE COTAP-A8,163$467,8850.09%
135HOST HOTELS & RESORTS INCHST26,699$467,7640.09%
136ROYALTY PHARMA PLCRPRX18,323$467,4200.09%
137PULTE GROUP INC7458671014,262$464,1490.09%
138EMCOR GROUP INCEME1,012$459,4610.09%
139MGIC INVT CORP WIS55284810319,349$458,7680.09%
140ALBERTSONS COS INC01309110323,064$452,9770.09%
141FIRST TR EXCHANGE-TRADED FD33738D78821,895$452,1320.09%
142WP CAREY INC92936U1098,299$452,1100.09%
143BERKLEY W R CORPWRB-PH7,716$451,5150.09%
144VANGUARD TAX-MANAGED FDS9219438589,430$450,9460.09%
145NETAPP INCNTAP3,876$449,9110.09%
146ADVANCED MICRO DEVICES INCAMD3,711$448,2520.09%
147CINCINNATI FINL CORP1720621013,068$440,8940.09%
148ISHARES TR4642874994,980$440,2210.09%
149EXPEDIA GROUP INCEXPE2,352$438,2480.09%
150CBOE GLOBAL MKTS INC12503M1082,236$436,8400.09%
151ROBLOX CORPRBLX7,480$432,7930.09%
152BUNGE GLOBAL SABG5,553$431,7880.09%
153WISDOMTREE INCWT41,084$431,3840.09%
154FIRST HORIZON CORPORATIONFHN-PH20,934$421,6190.09%
155DOCUSIGN INCDOCU4,596$413,3210.08%
156SELECT SECTOR SPDR TR81369Y8031,777$413,2860.08%
157NRG ENERGY INCNRG4,505$406,4270.08%
158NORTHERN LTS FD TR IVNTRSO11,788$404,2110.08%
159CUBESMARTCUBE9,427$403,9460.08%
160INNOVATOR ETFS TRUSTINHD8,738$403,1760.08%
161FIRST TR EXCHNG TRADED FD VI33740F88816,333$402,6080.08%
162ISHARES TR4642872264,128$400,0380.08%
163INTERPUBLIC GROUP COS INCINTR14,157$396,6720.08%
164FIRST TR EXCHANGE-TRADED FD33733E82312,566$394,5720.08%
165MARA HOLDINGS INCMARA23,502$394,1290.08%
166ALPHABET INCGOOG2,065$393,3230.08%
167DICKS SPORTING GOODS INC2533931021,679$384,2700.08%
168COMFORT SYS USA INC199908104893$378,6860.08%
169POLARIS INCPII6,555$377,6700.08%
170APA CORPORATIONAPA16,355$377,6410.08%
171NORTHERN LTS FD TR IVNTRSO11,857$374,4870.08%
172FIDELITY WISE ORIGIN BITCOINFBTC4,580$373,6360.08%
173COMERICA INC2003401075,988$370,3580.07%
174INVESCO EXCH TRADED FD TR IIIVZ1,738$365,7620.07%
175BRIXMOR PPTY GROUP INC11120U10513,086$364,3140.07%
176JABIL INCJBL2,527$363,6180.07%
177NORTHERN LTS FD TR IVNTRSO11,865$362,0010.07%
178WALMART INCWMT4,004$361,7750.07%
179CARLISLE COS INC142339100967$356,7280.07%
180IONQ INCIONQ-WT8,454$353,1240.07%
181BUILDERS FIRSTSOURCE INCBLDR2,448$349,8930.07%
182UNITED THERAPEUTICS CORP DELUTHR974$343,6660.07%
183TENET HEALTHCARE CORPTHC2,679$338,1700.07%
184GRAYSCALE BITCOIN TRUST ETFGBTC4,550$336,7910.07%
185MASTERCARD INCORPORATEDMA635$334,4800.07%
186ZIONS BANCORPORATION N A9897011076,117$331,8740.07%
187EVERGY INCEVRG5,376$330,8670.07%
188SPDR SER TR78464A8544,792$330,3690.07%
189HASBRO INCHAS5,902$329,9600.07%
190ISHARES TR4642876551,484$327,9050.07%
191VISA INCV1,038$327,9020.07%
192MOSAIC CO NEWMOS13,274$326,2750.07%
193AECOMACM3,049$325,6940.07%
194CONCENTRIX CORPCNXC7,474$323,4000.07%
195UBIQUITI INCUI957$317,6570.06%
196SYNOVUS FINL CORP87161C5016,177$316,4470.06%
197OWENS CORNING NEWOC1,843$313,9110.06%
198FIDELITY COVINGTON TRUST31609232910,114$312,9370.06%
199UGI CORP NEW90268110510,859$306,5400.06%
200INNOVATOR ETFS TRUSTINHD8,063$305,3850.06%
201RALPH LAUREN CORPRL1,316$303,9310.06%
202XP INCXP25,253$299,2480.06%
203HF SINCLAIR CORPDINO8,506$298,1310.06%
204ISHARES INC4642863921,880$292,2860.06%
205BANK OZK LITTLE ROCK ARKOZKAP6,535$291,0010.06%
206DAVITA INCDVA1,941$290,2770.06%
207MACYS INC55616P10416,871$285,6270.06%
208NORDSTROM INC65566410011,780$284,4840.06%
209ORGANON & COOGN18,871$281,5490.06%
210NNN REIT INCNNN6,878$280,9700.06%
211WK KELLOGG CO92942W10715,589$280,4390.06%
212ISHARES INC46434G7645,006$277,5850.06%
213F5 INCFFIV1,103$277,3710.06%
214CARTERS INCCRI5,100$276,3830.06%
215INVESCO EXCH TRADED FD TR IIIVZ2,593$273,8660.06%
216EPR PPTYS26884U1096,185$273,8560.06%
217COMPOSECURE INC20459V10517,697$271,2950.05%
218CANAAN INCCAN132,289$271,1920.05%
219MSC INDL DIRECT INC5535301063,625$270,7210.05%
220ONEMAIN HLDGS INCOMF5,170$269,4940.05%
221FIRST HAWAIIAN INCFHB10,335$268,1930.05%
222VOYA FINANCIAL INCVOYA-PB3,872$266,5330.05%
223FIRST TR EXCHNG TRADED FD VI33740U79412,836$266,1990.05%
224REYNOLDS CONSUMER PRODS INC76171L1069,850$265,8510.05%
225HIGHWOODS PPTYS INC4312841088,656$264,7040.05%
226VIRTU FINL INC9282541017,402$264,1050.05%
227LEAR CORPLEA2,784$263,6520.05%
228WESTERN UN COWU24,527$259,9910.05%
229TECHNIPFMC PLCFTI8,967$259,5160.05%
230ISHARES TR46435G3264,019$259,0870.05%
231COSTCO WHSL CORP NEW22160K105282$258,4480.05%
232RENAISSANCERE HLDGS LTDRNR-PG1,035$257,4300.05%
233VANGUARD INDEX FDS9229087511,071$257,3420.05%
234MASTEC INCMTZ1,884$256,4880.05%
235PLAYTIKA HLDG CORPPLTK36,488$253,2240.05%
236TAIWAN SEMICONDUCTOR MFG LTD8740391001,253$247,4630.05%
237SHIFT4 PMTS INC82452J1092,372$246,1660.05%
238HUNTINGTON INGALLS INDS INC4464131061,302$246,0790.05%
239ADT INC DELADT35,532$245,5260.05%
240CIRRUS LOGIC INCCRUS2,450$243,9710.05%
241SCOTTS MIRACLE-GRO COSMG3,656$242,5500.05%
242ASSURANT INCAIZN1,131$241,1980.05%
243SERVICENOW INCNOW227$240,6470.05%
244COLUMBIA SPORTSWEAR COCOLM2,859$239,9930.05%
245ISHARES TR4642874811,886$238,9920.05%
246LOWES COS INC548661107968$238,9840.05%
247NORTHERN LTS FD TR IVNTRSO9,501$238,9030.05%
248EURONET WORLDWIDE INCEEFT2,320$238,5890.05%
249INVESCO ACTIVELY MANAGED EXCIVZ5,105$236,8720.05%
250INNOVATOR ETFS TRUSTINHD8,027$234,7160.05%
251ROCKWELL AUTOMATION INCROK816$233,1110.05%
252INGREDION INCINGR1,689$232,3980.05%
253PEGASYSTEMS INCPEGA2,451$228,4510.05%
254FRONTIER COMMUNICATIONS PARE35909D1096,578$228,2570.05%
255AXIS CAP HLDGS LTDG0692U1092,573$228,0320.05%
256AMEDISYS INC0234361082,490$226,0670.05%
257LEGGETT & PLATT INCLEG23,418$224,8130.05%
258FIRST TR EXCHANGE-TRADED FD33739Q2004,618$224,7580.05%
259TERADATA CORP DELTDC7,189$223,9370.05%
260RTX CORPORATIONRTX1,929$223,1940.05%
261FIRST TR EXCHANGE TRADED FD33734X1761,500$222,8250.04%
262ROIVANT SCIENCES LTDROIV18,752$221,8360.04%
263INNOVATOR ETFS TRUSTINHD5,474$220,0000.04%
264UNIVERSAL HLTH SVCS INC9139031001,213$217,6490.04%
265PILGRIMS PRIDE CORPPPC4,753$215,7390.04%
266AMDOCS LTDDOX2,511$213,7940.04%
267NEXSTAR MEDIA GROUP INCNXST1,344$212,3880.04%
268ALLISON TRANSMISSION HLDGS IALSN1,963$212,1460.04%
269RLI CORPRLI1,280$210,9320.04%
270ISHARES TR4642888852,169$209,9910.04%
271LOUISIANA PAC CORPLPX2,015$208,6680.04%
272KOHLS CORPKSS14,671$205,9760.04%
273BOEING COBA-PA1,161$205,4970.04%
274SCHNEIDER NATIONAL INCSNDR7,006$205,1360.04%
275SEMPRASREA2,300$201,7560.04%
276EVERCORE INCEVR725$200,9190.04%
277ARROW ELECTRS INC0427351001,776$200,9010.04%
278HIVE DIGITAL TECHNOLOGIES LTHIVE53,231$151,7080.03%
279BITFARMS LTDBITF88,663$132,1080.03%
280SFL CORPORATION LTDSFL11,664$119,2020.02%
281ADAPTIVE BIOTECHNOLOGIES CORADTI19,078$114,3730.02%
282N-ABLE INCNABL11,148$104,1220.02%
283PACIFIC BIOSCIENCES CALIF IN69404D10850,735$92,8450.02%
2843-D SYS CORP DEL88554D20527,772$91,0920.02%
285RECURSION PHARMACEUTICALS INRXRX13,277$89,7530.02%
286IOVANCE BIOTHERAPEUTICS INCIOVA11,183$82,7540.02%
287VERVE THERAPEUTICS INC92539P10112,466$70,3080.01%
288PRIME MEDICINE INCPRME17,274$50,4400.01%
289KANDI TECHNOLOGIES GROUP INCKNDI25,735$30,8820.01%