MondegarAI
Imprint Wealth LLC

Q3 2023 · 13F-HR

Imprint Wealth LLCholdings as filed

Filed 2023-11-15 · accession 0001951757-23-000705

$118.3M
Reported value
152
Positions
2023-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30231G102XOMEXXON MOBIL CORP$6.5M5.46%54,957CommonNONE
594918104MSFTMICROSOFT CORP$4.7M4.01%15,017CommonNONE
023135106AMZNAMAZON COM INC$3.3M2.75%25,597CommonNONE
037833100AAPLAPPLE INC$3.1M2.62%18,099CommonNONE
166764100CVXCHEVRON CORP NEW$2.9M2.44%17,122CommonNONE
437076102HDHOME DEPOT INC$2.6M2.17%8,492CommonNONE
478160104JNJJOHNSON & JOHNSON$2.6M2.17%16,470CommonNONE
89832Q109TFCTRUIST FINL CORP$2.4M2.07%85,588CommonNONE
00287Y109ABBVABBVIE INC$2.4M2.07%16,395CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.0M1.73%14,134CommonNONE
372460105GPCGENUINE PARTS CO$2.0M1.67%13,581CommonNONE
842587107SOSOUTHERN CO$1.8M1.55%28,328CommonNONE
149123101CATCATERPILLAR INC$1.8M1.54%6,690CommonNONE
060505104BACBANK AMERICA CORP$1.8M1.48%64,023CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M1.42%11,496CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$1.6M1.38%34,614CommonNONE
717081103PFEPFIZER INC$1.6M1.33%47,555CommonNONE
713448108PEPPEPSICO INC$1.6M1.33%9,258CommonNONE
580135101MCDMCDONALDS CORP$1.5M1.28%5,765CommonNONE
191216100KOCOCA COLA CO$1.5M1.24%26,013CommonNONE
532457108LLYELI LILLY & CO$1.5M1.24%2,724CommonNONE
931142103WMTWALMART INC$1.4M1.21%8,934CommonNONE
17275R102CSCOCISCO SYS INC$1.4M1.18%25,987CommonNONE
78468R663BILSPDR SER TR$1.4M1.18%15,141CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M1.10%40,307CommonNONE
458140100INTCINTEL CORP$1.3M1.09%36,167CommonNONE
94106L109WMWASTE MGMT INC DEL$1.3M1.07%8,321CommonNONE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$1.3M1.07%68,602CommonNONE
871829107SYYSYSCO CORP$1.2M1.02%18,214CommonNONE
58933Y105MRKMERCK & CO INC$1.2M1.01%11,576CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M1.01%20,811CommonNONE
88160R101TSLATESLA INC$1.2M0.97%4,596CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.1M0.94%12,658CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.94%4,617CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.92%7,008CommonNONE
718546104PSXPHILLIPS 66$1.1M0.91%8,924CommonNONE
002824100ABTABBOTT LABS$1.1M0.89%10,868CommonNONE
291011104EMREMERSON ELEC CO$1.0M0.86%10,492CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$985,8560.83%13,557CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$919,1870.78%2,624CommonNONE
95040Q104WELLWELLTOWER INC$912,5890.77%11,140CommonNONE
609207105MDLZMONDELEZ INTL INC$882,4480.75%12,638CommonNONE
02079K107GOOGALPHABET INC$870,8690.74%6,605CommonNONE
02209S103MOALTRIA GROUP INC$796,5370.67%18,516CommonNONE
464287226AGGISHARES TR$776,6760.66%8,259CommonNONE
69374H840PWSPACER FDS TR$776,1360.66%29,456CommonNONE
922908363VOOVANGUARD INDEX FDS$772,7780.65%1,967CommonNONE
G54950103LINLINDE PLC$771,5090.65%2,072CommonNONE
29250N105ENBENBRIDGE INC$769,6420.65%22,947CommonNONE
20825C104COPCONOCOPHILLIPS$750,2320.63%6,233CommonNONE
718172109PMPHILIP MORRIS INTL INC$743,2480.63%7,917CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$717,0930.61%5,061CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$701,8830.59%4,503CommonNONE
494368103KMBKIMBERLY-CLARK CORP$698,6220.59%5,725CommonNONE
369550108GDGENERAL DYNAMICS CORP$668,2130.57%3,024CommonNONE
370334104GISGENERAL MLS INC$651,6740.55%10,184CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$632,2240.53%8,405CommonNONE
69374H642PTBDPACER FDS TR$616,6050.52%31,637CommonNONE
02079K305GOOGLALPHABET INC$613,7330.52%4,690CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$609,3940.52%8,080CommonNONE
46090E103QQQINVESCO QQQ TR$591,7110.50%1,649CommonNONE
00206R102TAT&T INC$565,7270.48%37,665CommonNONE
464287671IUSGISHARES TR$540,8490.46%5,683CommonNONE
922908736VUGVANGUARD INDEX FDS$534,8170.45%1,964CommonNONE
78464A409SPYGSPDR SER TR$532,2160.45%8,978CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$519,7110.44%13,937CommonNONE
655844108NSCNORFOLK SOUTHN CORP$516,7440.44%2,624CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$512,7610.43%1,017CommonNONE
69374H105PTLCPACER FDS TR$512,5270.43%12,826CommonNONE
49446R109KIMKIMCO RLTY CORP$510,8310.43%29,041CommonNONE
189054109CLXCLOROX CO DEL$506,8090.43%3,867CommonNONE
747525103QCOMQUALCOMM INC$502,9040.43%4,528CommonNONE
922908744VTVVANGUARD INDEX FDS$495,6960.42%3,594CommonNONE
126408103CSXCSX CORP$491,8160.42%15,994CommonNONE
88579Y101MMM3M CO$481,7760.41%5,146CommonNONE
513272104LWLAMB WESTON HLDGS INC$475,7070.40%5,145CommonNONE
25746U109DDOMINION ENERGY INC$453,8030.38%10,159CommonNONE
37940X102GPNGLOBAL PMTS INC$449,7900.38%3,898CommonNONE
055622104BPBP PLC$449,0750.38%11,598CommonNONE
500754106KHCKRAFT HEINZ CO$447,2440.38%13,295CommonNONE
14149Y108CAHCARDINAL HEALTH INC$447,1230.38%5,150CommonNONE
369604301GEGENERAL ELECTRIC CO$446,2120.38%4,034CommonNONE
205887102CAGCONAGRA BRANDS INC$444,9440.38%16,227CommonNONE
25243Q205DEODIAGEO PLC$437,6220.37%2,885CommonNONE
20030N101CMCSACOMCAST CORP NEW$435,8180.37%9,829CommonNONE
464287309IVWISHARES TR$416,7670.35%6,072CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$410,2700.35%4,539CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$408,0230.35%8,520CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$406,4680.34%6,199CommonNONE
670346105NUENUCOR CORP$400,9880.34%2,558CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$397,1380.34%2,467CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$392,3110.33%6,575CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$386,6900.33%9,857CommonNONE
693506107PPGPPG INDS INC$384,7270.33%2,964CommonNONE
75513E101RTXRTX CORPORATION$369,6720.31%5,136CommonNONE
67066G104NVDANVIDIA CORPORATION$367,1320.31%844CommonNONE
209115104EDCONSOLIDATED EDISON INC$353,4100.30%4,132CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$353,1340.30%2,743CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$350,9400.30%2,501CommonNONE
001055102AFLAFLAC INC$325,5740.28%4,242CommonNONE
69374H204PTMCPACER FDS TR$325,5010.28%10,317CommonNONE
30303M102METAMETA PLATFORMS INC$320,3240.27%1,067CommonNONE
68389X105ORCLORACLE CORP$309,1500.26%2,919CommonNONE
49456B101KMIKINDER MORGAN INC DEL$305,2130.26%18,409CommonNONE
343498101FLOFLOWERS FOODS INC$303,2450.26%13,672CommonNONE
19761L508DIALCOLUMBIA ETF TR I$302,0870.26%17,944CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$299,4290.25%530CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$294,9610.25%3,637CommonNONE
500767736IVOLKRANESHARES TR$291,5610.25%14,181CommonNONE
74347R107SSOPROSHARES TR$290,0140.25%5,433CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$288,9270.24%12,089CommonNONE
H1467J104CBCHUBB LIMITED$283,5960.24%1,359CommonNONE
464287622IWBISHARES TR$280,0240.24%1,192CommonNONE
G5960L103MDTMEDTRONIC PLC$277,6610.23%3,518CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$275,3220.23%5,453CommonNONE
031162100AMGNAMGEN INC$267,4160.23%995CommonNONE
03076K108ABCBAMERIS BANCORP$267,1210.23%6,931CommonNONE
69374H683PTINPACER FDS TR$266,3830.23%10,218CommonNONE
921937827BSVVANGUARD BD INDEX FDS$265,2750.22%3,529CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$261,4310.22%27,275CommonNONE
902973304USBUS BANCORP DEL$255,2260.22%7,614CommonNONE
487836108KKELLANOVA$252,2340.21%4,239CommonNONE
46434V613IUSBISHARES TR$246,8590.21%5,647CommonNONE
949746101WMT2WELLS FARGO CO NEW$246,2630.21%6,027CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$245,6830.21%4,179CommonNONE
69344A107PULSPGIM ETF TR$242,1050.20%4,892CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$233,2150.20%2,969CommonNONE
26614N102DDDUPONT DE NEMOURS INC$232,4610.20%3,117CommonNONE
87612E106TGTTARGET CORP$230,3170.19%2,083CommonNONE
882508104TXNTEXAS INSTRS INC$230,2460.19%1,448CommonNONE
G25508105CRHCRH PLC$225,3780.19%4,118CommonNONE
91913Y100VLOVALERO ENERGY CORP$223,9020.19%1,580CommonNONE
464287168DVYISHARES TR$221,2720.19%2,044CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$215,6930.18%490CommonNONE
26922A321DSTLETF SER SOLUTIONS$214,4510.18%4,804CommonNONE
172967424CCITIGROUP INC$213,1990.18%5,184CommonNONE
29364G103ETRENTERGY CORP NEW$211,5480.18%2,287CommonNONE
244199105DEDEERE & CO$210,9500.18%557CommonNONE
254687106DISDISNEY WALT CO$210,4870.18%2,597CommonNONE
075887109BDXBECTON DICKINSON & CO$209,1510.18%809CommonNONE
375558103GILDGILEAD SCIENCES INC$207,6590.18%2,771CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$206,4000.17%1,968CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$205,3290.17%2,984CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$204,0110.17%5,988CommonNONE
354613101BENFRANKLIN RESOURCES INC$202,1250.17%8,124CommonNONE
345370860FFORD MTR CO DEL$173,3500.15%13,957CommonNONE
44486Q103HUMAHUMACYTE INC$137,9210.12%47,072CommonNONE
92556V106VTRSVIATRIS INC$131,9470.11%13,382CommonNONE
91704K202URBAN-GRO INC$131,4440.11%96,650CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$116,6440.10%18,300CommonNONE
G0250X107AMCRAMCOR PLC$94,0920.08%10,272CommonNONE
45258H106IMMXIMMIX BIOPHARMA INC$78,9440.07%23,083CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.