IW
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Imprint Wealth LLC13F | |
Imprint Wealth LLC | |
Last update 2024-05-10 | 304 Stocks (151 new) |
Value $411.00 Mil | Turnover 68 % |
Portfolio Report |
Imprint Wealth LLC Top Holdings of 2024-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
UNP | Union Pacific Corp | 112,909 | 27470.640 | New Holding | 6.690 | +6.69% | 0.020 | +10.15% | +1.58% | 149558.018 | Transportation | |
MSFT | Microsoft Corp | 44,976 | 19095.470 | +238.45% | 4.650 | +3.28% | 0.000 | -4.01% | +15.54% | 3211890.215 | Software | |
VTI | Vanguard Total Stock Market ETF | 55,704 | 14466.280 | New Holding | 3.520 | +3.52% | - | +4.91% | +18.85% | 419848.811 | ||
AAPL | Apple Inc | 81,046 | 13780.200 | +446.98% | 3.350 | +2.74% | 0.000 | +8.40% | +18.02% | 3441760.493 | Hardware | |
NVDA | NVIDIA Corp | 138,280 | 12495.780 | +1,293.95% | 3.040 | +2.82% | 0.000 | -2.04% | +149.46% | 3029700.300 | Semiconductors | |
VOO | Vanguard S&P 500 ETF | 24,959 | 11982.130 | +525.85% | 2.920 | +2.45% | - | 0% | 0% | 490792.816 | ||
AMZN | Amazon.com Inc | 63,132 | 11425.000 | +183.22% | 2.780 | +1.80% | 0.000 | +3.32% | +26.71% | 2020711.492 | Retail - Cyclical | |
DIVO | Amplify CPW Enhanced Dividend Income ETF | 204,256 | 7910.820 | New Holding | 1.930 | +1.93% | - | +5.06% | +11.93% | 3544.852 | ||
HD | The Home Depot Inc | 20,032 | 7372.390 | +141.58% | 1.790 | +1.05% | 0.000 | +18.04% | +16.73% | 394267.940 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 34,120 | 6787.820 | +172.44% | 1.650 | +1.04% | 0.000 | +6.71% | +25.75% | 598025.174 | Banks |
Imprint Wealth LLC's Historical Top Holdings Breakdowns
Imprint Wealth LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
UNP | Union Pacific Corp | 2024-03-31 | New Buy | +6.69% | 235.81 ($246.09) 256.91 | $245.50 | -0.24% | New holding | 112,909 | 112,909 | |
VTI | Vanguard Total Stock Market ETF | 2024-03-31 | New Buy | +3.52% | 232.77 ($247.4) 260.14 | $281.94 | 13.96% | New holding | 55,704 | 55,704 | |
MSFT | Microsoft Corp | 2024-03-31 | Add | +3.28% | 367.75 ($404.82) 429.37 | $432.11 | 6.74% | Add 238.45% | 44,976 | 31,687 | |
NVDA | NVIDIA Corp | 2024-03-31 | Add | +2.82% | 47.57 ($72.48) 95 | $123.51 | 70.41% | Add 1293.95% | 138,280 | 12,836 | |
AAPL | Apple Inc | 2024-03-31 | Add | +2.74% | 169 ($181.83) 195.18 | $226.37 | 24.50% | Add 446.98% | 81,046 | 66,229 | |
VOO | Vanguard S&P 500 ETF | 2024-03-31 | Add | +2.45% | 429.43 ($457.68) 481.35 | $525.61 | 14.84% | Add 525.85% | 24,959 | 20,971 | |
DIVO | Amplify CPW Enhanced Dividend Income ETF | 2024-03-31 | New Buy | +1.93% | 36.38 ($37.52) 38.97 | $40.91 | 9.04% | New holding | 204,256 | 204,256 | |
AMZN | Amazon.com Inc | 2024-03-31 | Add | +1.80% | 144.57 ($166.93) 180.38 | $192.53 | 15.34% | Add 183.22% | 63,132 | 40,841 | |
IVV | iShares Core S&P 500 ETF | 2024-03-31 | New Buy | +1.59% | 469.56 ($500.36) 525.73 | $572.70 | 14.46% | New holding | 12,451 | 12,451 | |
BRK.B | Berkshire Hathaway Inc | 2024-03-31 | Add | +1.39% | 359.29 ($393.34) 420.52 | $452.36 | 15.00% | Add 896.08% | 15,011 | 13,504 |
Imprint Wealth LLC Total Holding History ($B)
Imprint Wealth LLC's Asset Allocation
Imprint Wealth LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Imprint Wealth LLC's Hypothetical Growth since 2024-03-31
Imprint Wealth LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Imprint Wealth LLC's Holdings Heat Map
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Imprint Wealth LLC's Holdings Bubble Chart
Imprint Wealth LLC News
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