IW

Imprint Wealth LLC

13F
Imprint Wealth LLC
Last update 2024-05-10 304 Stocks (151 new)
Value $411.00 Mil Turnover 68 %
Countries:
Top Holdings: UNP(6.69%)MSFT(4.65%)VTI(3.52%)AAPL(3.35%)NVDA(3.04%)
Portfolio Report
Summary Stock Picks Current Portfolio
Imprint Wealth LLC Top Holdings of 2024-03-31 View Full List
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 View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNP 		Union Pacific Corp2024-03-31New Buy
+6.69%
●
235.81 ($246.09) 256.91
$245.50
-0.24%
New holding
112,909
112,909
VTI 		Vanguard Total Stock Market ETF2024-03-31New Buy
+3.52%
●
232.77 ($247.4) 260.14
$281.94
13.96%
New holding
55,704
55,704
MSFT 		Microsoft Corp2024-03-31Add
+3.28%
●
367.75 ($404.82) 429.37
$432.11
6.74%
Add 238.45%
44,976
31,687
NVDA 		NVIDIA Corp2024-03-31Add
+2.82%
●
47.57 ($72.48) 95
$123.51
70.41%
Add 1293.95%
138,280
12,836
AAPL 		Apple Inc2024-03-31Add
+2.74%
●
169 ($181.83) 195.18
$226.37
24.50%
Add 446.98%
81,046
66,229
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+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 ETF2024-03-31New Buy
+1.93%
●
36.38 ($37.52) 38.97
$40.91
9.04%
New holding
204,256
204,256
AMZN 		Amazon.com Inc2024-03-31Add
+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 ETF2024-03-31New Buy
+1.59%
●
469.56 ($500.36) 525.73
$572.70
14.46%
New holding
12,451
12,451
BRK.B 		Berkshire Hathaway Inc2024-03-31Add
+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)

To

Imprint Wealth LLC's Asset Allocation

To

Imprint Wealth LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Imprint Wealth LLC's Hypothetical Growth since 2024-03-31

Imprint Wealth LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Imprint Wealth LLC's Holdings Heat Map

Size field:

Imprint Wealth LLC's Holdings Bubble Chart

Imprint Wealth LLC News

  • 1

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