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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 Q1 2025 · Filed May 5, 2025 · Accession 0001984555-25-000003

Total Value
$468.3M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663646,197$59.3M12.66%
2INVESCO QQQ TRIVZ86,251$40.4M8.64%
3VANGUARD INTL EQUITY INDEX F922042874385,343$27.1M5.78%
4SPDR SER TR78464A847450,222$23.0M4.92%
5ISHARES TR46436E718217,394$21.9M4.67%
6VANGUARD INDEX FDS922908744113,511$19.6M4.19%
7SPDR SER TR78468R101650,438$19.0M4.06%
8SPDR INDEX SHS FDS78463X509481,831$19.0M4.05%
9SPDR SER TR78468R853350,684$14.3M3.05%
10VANGUARD INDEX FDS92290873635,446$13.1M2.81%
11APPLE INCAAPL45,312$10.1M2.15%
12SPDR GOLD TRGLD33,793$9.7M2.08%
13SPDR SER TR78464A474314,800$9.5M2.02%
14SPDR SER TR78464A672329,952$9.4M2.01%
15ISHARES TR46428858886,221$8.1M1.73%
16FRANKLIN TEMPLETON ETF TRFGDL253,040$7.4M1.59%
17SPDR S&P 500 ETF TRSPY13,091$7.3M1.56%
18SPDR SER TR78464A664200,189$5.5M1.17%
19SPDR SER TR78468R606212,889$5.0M1.06%
20SPDR SER TR78464A375147,583$4.9M1.05%
21INVESCO ACTVELY MNGD ETC FDIVZ342,560$4.7M1.00%
22ISHARES TR46428828143,629$4.0M0.84%
23ISHARES TR46428717630,803$3.4M0.73%
24ISHARES TR46435G47496,188$2.6M0.55%
25ISHARES TR46428867922,615$2.5M0.53%
26NVIDIA CORPORATIONNVDA22,803$2.5M0.53%
27MICROSOFT CORPMSFT4,951$1.9M0.40%
28VANGUARD INDEX FDS92290855318,205$1.6M0.35%
29LOCKHEED MARTIN CORPLMT3,308$1.5M0.32%
30AMAZON COM INCAMZN7,396$1.4M0.30%
31EXXON MOBIL CORPXOM11,605$1.4M0.29%
32ISHARES TR4642872002,446$1.4M0.29%
33EOG RES INCEOG10,589$1.4M0.29%
34TESLA INCTSLA5,204$1.3M0.29%
35DTE ENERGY CODTK9,449$1.3M0.28%
36METLIFE INCMET-PF16,141$1.3M0.28%
37PRUDENTIAL FINL INCPUKPF11,287$1.3M0.27%
38INNOVATOR ETFS TRUSTINHD35,377$1.3M0.27%
39VALERO ENERGY CORPVLO9,490$1.3M0.27%
40FIRST TR EXCHANGE-TRADED FD33692010311,149$1.2M0.27%
41ARCH CAP GROUP LTDG0450A10512,771$1.2M0.26%
42BERKLEY W R CORPWRB-PH16,706$1.2M0.25%
43BROADCOM INCAVGO7,043$1.2M0.25%
44VERIZON COMMUNICATIONS INCVZ24,708$1.1M0.24%
45WALMART INCWMT12,370$1.1M0.23%
46ALPHABET INCGOOG7,002$1.1M0.23%
47HOME DEPOT INCHD2,795$1.0M0.22%
48CISCO SYS INCCSCO16,246$1.0M0.21%
49JOHNSON & JOHNSONJNJ6,024$999,0850.21%
50META PLATFORMS INCMETA1,632$940,8970.20%
51ISHARES BITCOIN TRUST ETFIBIT19,578$916,4460.20%
52AT&T INCT-PC32,148$909,1410.19%
53REGIONS FINANCIAL CORP NEWRF-PF41,835$909,0790.19%
54UNITEDHEALTH GROUP INCUNH1,695$887,5030.19%
55GILEAD SCIENCES INCGILD7,906$885,8380.19%
56BRISTOL-MYERS SQUIBB COCELG-RI14,179$864,7720.18%
57CARLYLE GROUP INCCGABL19,775$862,0070.18%
58PUBLIC STORAGE OPER COPSA-PS2,857$855,0610.18%
59PROGRESSIVE CORP7433151032,989$845,8820.18%
60ISHARES TR46428745710,108$836,2210.18%
61COMCAST CORP NEWCCZ22,434$827,8150.18%
62CF INDS HLDGS INC12526910010,552$824,6390.18%
63FIRST TR EXCHANGE-TRADED FD33738D79639,711$824,0030.18%
64MERCK & CO INCMRK9,068$813,9120.17%
65PAYPAL HLDGS INCPYPL12,143$792,3310.17%
66CONOCOPHILLIPSCOP7,385$775,5380.17%
67FIRST TR EXCH TRADED FD III33739N10815,313$772,1150.16%
68ALLSTATE CORPALL-PJ3,650$755,7370.16%
69COINBASE GLOBAL INCCOIN4,248$731,6330.16%
70FIRST TR EXCHANGE-TRADED FD33738D78834,671$727,7440.16%
71TRAVELERS COMPANIES INCTRV2,744$725,7200.15%
72US BANCORP DELUSB-PS16,942$715,2910.15%
73BLUE OWL CAPITAL INCOWL35,454$710,4980.15%
74ELI LILLY & COLLY860$710,4150.15%
75PROCTER AND GAMBLE CO7427181094,166$709,9170.15%
76FIRST TR EXCHNG TRADED FD VI33740F88828,429$703,6180.15%
77CHENIERE ENERGY INCLNG3,034$702,0740.15%
78SIMON PPTY GROUP INC NEW8288061094,123$684,8220.15%
79CAPITAL ONE FINL CORP14040H1053,726$668,0720.14%
80SYSCO CORPSYY8,686$651,8030.14%
81SCHLUMBERGER LTDSLB15,448$645,7260.14%
82ISHARES ETHEREUM TR46438R10546,269$639,4380.14%
83ISHARES TR46429B6635,276$638,9940.14%
84ACCENTURE PLC IRELANDACN1,999$623,8740.13%
85CBRE GROUP INCCBRE4,722$617,5430.13%
86SKYWORKS SOLUTIONS INCSWKS9,420$608,7900.13%
87AMERICAN FINL GROUP INC OHIO0259321044,607$605,0970.13%
88TARGET CORPTGT5,755$600,6150.13%
89PNC FINL SVCS GROUP INC6934751053,415$600,2140.13%
90CONSTELLATION ENERGY CORPCEG2,976$600,0890.13%
91DARDEN RESTAURANTS INCDRI2,822$586,2310.13%
92PACCAR INCPCAR5,988$583,0520.12%
93ISHARES TR4642876636,231$575,0600.12%
94OLD REP INTL CORP68022310414,509$569,0510.12%
95ARES MANAGEMENT CORPORATIONARES-PB3,867$566,9180.12%
96COTERRA ENERGY INCCTRA19,474$562,8020.12%
97VISTRA CORPVST4,703$552,2670.12%
98CBOE GLOBAL MKTS INC12503M1082,437$551,4780.12%
99GODADDY INCGDDY3,008$541,8610.12%
100HALLIBURTON COHAL21,321$540,9220.12%
101RESMED INCRSMDF2,403$537,9810.11%
102FIDELITY NATIONAL FINANCIALFNF8,210$534,2830.11%
103PRICE T ROWE GROUP INCTROW5,697$523,3630.11%
104RAYMOND JAMES FINL INC7547301093,719$516,6060.11%
105AMERIPRISE FINL INC03076C1061,065$515,6910.11%
106COMERICA INC2003401078,724$515,2180.11%
107CINCINNATI FINL CORP1720621013,467$512,0810.11%
108FIFTH THIRD BANCORPFITBM12,965$508,2260.11%
109EXPEDIA GROUP INCEXPE2,970$499,3290.11%
110HP INCHPQ18,024$499,0750.11%
111WILLIAMS SONOMA INCWSM3,156$498,9390.11%
112FIRST TR EXCHANGE-TRADED FD33741X10214,688$492,0530.11%
113CITIZENS FINL GROUP INCCIA11,988$491,1480.10%
114PALANTIR TECHNOLOGIES INCPLTR5,784$488,1700.10%
115NRG ENERGY INCNRG5,049$481,9540.10%
116VANGUARD TAX-MANAGED FDS9219438589,467$481,2070.10%
117VIRTU FINL INC92825410112,591$479,9720.10%
118SANDY SPRING BANCORP INC80036310317,128$478,7370.10%
119M & T BK CORP55261F1042,668$476,8500.10%
120DELTA AIR LINES INC DELDAL10,846$472,8990.10%
121OMNICOM GROUP INCOMC5,650$468,4070.10%
122LEIDOS HOLDINGS INCLDOS3,463$467,3270.10%
123FIRST TR EXCHANGE-TRADED FD33733E82315,666$466,0640.10%
124GAMING & LEISURE PPTYS INC36467J1089,134$464,9270.10%
125CLOROX CO DELCLX3,151$464,0210.10%
126ISHARES TR4642876141,275$460,5060.10%
127ISHARES TR4642874995,392$458,7320.10%
128ALLIANT ENERGY CORPLNT7,127$458,6270.10%
129BOOZ ALLEN HAMILTON HLDG CORBAH4,333$453,1920.10%
130SYNCHRONY FINANCIALSYF-PB8,529$451,5230.10%
131CNA FINL CORP1261171008,884$451,2400.10%
132INNOVATOR ETFS TRUSTINHD14,846$443,3020.09%
133BEST BUY INCBBY5,997$441,4480.09%
134ROYALTY PHARMA PLCRPRX14,149$440,4720.09%
135DECKERS OUTDOOR CORPDECK3,873$433,0400.09%
136WP CAREY INC92936U1096,859$432,8480.09%
137JABIL INCJBL3,105$422,5430.09%
138ORACLE CORPORCL-PD2,957$413,4450.09%
139ONEMAIN HLDGS INCOMF8,450$413,0460.09%
140EMCOR GROUP INCEME1,109$409,9600.09%
141ANNALY CAPITAL MANAGEMENT INNLY-PJ19,987$405,9390.09%
142JANUS HENDERSON GROUP PLCJHG11,163$403,5550.09%
143DOCUSIGN INCDOCU4,938$401,9140.09%
144INNOVATOR ETFS TRUSTINHD8,738$397,9000.08%
145CONAGRA BRANDS INCCAG14,860$396,3160.08%
146ISHARES TR4642872263,992$394,8960.08%
147OVINTIV INCOVV9,024$386,2420.08%
148LAMAR ADVERTISING CO NEWLAMR3,386$385,2500.08%
149LAZARD INCLAZ8,858$383,5350.08%
150CARLISLE COS INC1423391001,107$377,0380.08%
151HOLOGIC INCHOLX6,057$374,1410.08%
152BXP INCBXP5,521$370,9680.08%
153TECHNIPFMC PLCFTI11,630$368,5630.08%
154DAVITA INCDVA2,363$361,4680.08%
155PILGRIMS PRIDE CORPPPC6,516$355,1870.08%
156INTERNATIONAL BUSINESS MACHSINTR1,411$350,7390.07%
157EVEREST GROUP LTDEG963$350,0140.07%
158FIRST HORIZON CORPORATIONFHN-PH17,767$345,0400.07%
159EAST WEST BANCORP INCEWBC3,830$343,8160.07%
160SNAP ON INCSNA1,001$337,3470.07%
161INTERPUBLIC GROUP COS INCINTR12,365$335,8400.07%
162FRANKLIN RESOURCES INCBEN17,428$335,4890.07%
163HOST HOTELS & RESORTS INCHST23,352$331,8380.07%
164UBIQUITI INCUI1,064$330,0190.07%
165AECOMACM3,548$329,0400.07%
166INVESCO EXCH TRADED FD TR IIIVZ1,698$327,7480.07%
167FIDELITY COVINGTON TRUST31609232910,853$315,6110.07%
168ISHARES TR4642876551,570$313,2340.07%
169ALPHABET INCGOOG2,002$312,8020.07%
170ISHARES INC4642863922,015$308,6050.07%
171ANTERO MIDSTREAM CORPAM17,011$306,1980.07%
172ISHARES INC46434G7645,498$302,8770.06%
173INNOVATOR ETFS TRUSTINHD8,131$302,6360.06%
174GRAYSCALE BITCOIN TRUST ETFGBTC4,590$299,1300.06%
175FIDELITY WISE ORIGIN BITCOINFBTC4,105$295,4370.06%
176CHEVRON CORP NEWCVX1,747$292,2990.06%
177ISHARES TR46435G3264,232$291,5450.06%
178ZEBRA TECHNOLOGIES CORPORATIZBRA1,022$288,7760.06%
179SEI INVTS CO7841171033,682$285,8450.06%
180RENAISSANCERE HLDGS LTDRNR-PG1,189$285,3040.06%
181CULLEN FROST BANKERS INCCFR-PB2,199$275,3330.06%
182BRIXMOR PPTY GROUP INC11120U10510,347$274,7260.06%
183NEXSTAR MEDIA GROUP INCNXST1,523$272,9110.06%
184GLOBUS MED INCGMED3,717$272,0840.06%
185APA CORPORATIONAPA12,926$271,7140.06%
186EXELIXIS INCEXEL7,307$269,7740.06%
187ASSURANT INCAIZN1,279$268,3630.06%
188XP INCXP19,265$264,8940.06%
189UGI CORP NEW9026811057,993$264,3160.06%
190COMFORT SYS USA INC199908104816$263,0210.06%
191AGCO CORPAGCO2,818$260,8640.06%
192CONCENTRIX CORPCNXC4,633$257,8010.06%
193TD SYNNEX CORPORATIONSNX2,473$257,0980.05%
194AXIS CAP HLDGS LTDG0692U1092,544$254,9840.05%
195MASTERCARD INCORPORATEDMA460$252,1420.05%
196INVESCO LTDIVZ16,339$247,8630.05%
197EPR PPTYS26884U1094,690$246,7460.05%
198BOEING COBA-PA1,438$245,2510.05%
199DROPBOX INCDBX9,164$244,7700.05%
200INGREDION INCINGR1,800$243,4280.05%
201GENERAC HLDGS INCGNRC1,921$243,2950.05%
202PROSPERITY BANCSHARES INCPB3,392$242,0870.05%
203BLOCK H & R INCBSQKZ4,373$240,1250.05%
204MKS INSTRS INCMKSI2,970$238,0530.05%
205ISHARES TR4642874812,021$237,4620.05%
206WK KELLOGG CO92942W10711,827$235,7030.05%
207BERKSHIRE HATHAWAY INC DELBRK-A437$232,7860.05%
208FIRST TR EXCHANGE TRADED FD33734X8534,901$230,8370.05%
209SYNOVUS FINL CORP87161C5014,901$229,0510.05%
210MGIC INVT CORP WIS5528481039,223$228,5480.05%
211ALLISON TRANSMISSION HLDGS IALSN2,384$228,0710.05%
212RLI CORPRLI2,835$227,7350.05%
213MASTEC INCMTZ1,951$227,7010.05%
214INVESCO EXCH TRADED FD TR IIIVZ2,148$226,7350.05%
215RTX CORPORATIONRTX1,698$224,9390.05%
216LOWES COS INC548661107962$224,4640.05%
217FIRST TR EXCHNG TRADED FD VI33740U79412,311$223,8140.05%
218ADT INC DELADT27,351$222,6340.05%
219SILGAN HLDGS INCSLGN4,322$220,9490.05%
220MSC INDL DIRECT INC5535301062,833$220,0180.05%
221ISHARES TR4642888852,195$219,4510.05%
222NORDSTROM INC6556641008,971$219,3370.05%
223SPDR SER TR78464A8543,329$218,9150.05%
224RAYONIER INCRYN7,812$217,7950.05%
225ORGANON & COOGN14,580$217,0980.05%
226INNOVATOR ETFS TRUSTINHD8,027$216,8090.05%
227HF SINCLAIR CORPDINO6,593$216,7940.05%
228VANGUARD INDEX FDS922908751974$215,9870.05%
229FIRST AMERN FINL CORP31847R1023,286$215,6660.05%
230NORTHERN LTS FD TR IVNTRSO6,647$214,4990.05%
231BANK OZK LITTLE ROCK ARKOZKAP4,936$214,4770.05%
232LOUISIANA PAC CORPLPX2,326$213,9420.05%
233NORTHERN LTS FD TR IVNTRSO6,692$213,6760.05%
234SONOCO PRODS CO8354951024,454$210,3980.04%
235INVESCO ACTIVELY MANAGED EXCIVZ4,418$207,3370.04%
236SELECT SECTOR SPDR TR81369Y8031,004$207,3170.04%
237INNOVATOR ETFS TRUSTINHD5,184$207,0220.04%
238KINSALE CAP GROUP INC49714P108425$206,8550.04%
239NORTHERN LTS FD TR IVNTRSO6,612$206,4140.04%
240WESCO INTL INC95082P1051,319$204,8820.04%
241ETSY INCETSY4,332$204,3840.04%
242PEGASYSTEMS INCPEGA2,935$204,0520.04%
243ARK 21SHARES BITCOIN ETFARKB2,479$203,7740.04%
244PREMIER INCPREM10,551$203,4270.04%
245SHIFT4 PMTS INC82452J1092,467$201,5790.04%
246HIGHWOODS PPTYS INC4312841086,787$201,1520.04%
247CIRRUS LOGIC INCCRUS2,018$201,1050.04%
248PLAYTIKA HLDG CORPPLTK35,091$181,4190.04%
249VESTIS CORPORATIONVSTS17,605$174,2890.04%
250LEGGETT & PLATT INCLEG19,023$150,4690.03%
251KOHLS CORPKSS16,936$138,5330.03%
252CORE SCIENTIFIC INC NEW21874A10617,537$126,9680.03%
253WISDOMTREE INCWT13,589$121,2120.03%
254COMPOSECURE INC20459V10510,488$114,0050.02%
255CIPHER MINING INC17253J10647,555$109,3770.02%
256STANDARD BIOTOOLS INCLAB53,857$58,1660.01%
257KANDI TECHNOLOGIES GROUP INCKNDI25,735$36,5440.01%
258BIGBEAR AI HLDGS INCBBAI-WT11,716$33,5080.01%
259BIGBEAR AI HLDGS INCBBAI-WT200$1400.00%