MondegarAI
Imprint Wealth LLC

Q4 2023 · 13F-HR

Imprint Wealth LLCholdings as filed

Filed 2024-01-30 · accession 0001951757-24-000172

$124.4M
Reported value
155
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30231G102XOMEXXON MOBIL CORP$5.2M4.18%51,130CommonNONE
594918104MSFTMICROSOFT CORP$5.0M4.03%13,289CommonNONE
023135106AMZNAMAZON COM INC$3.4M2.73%22,291CommonNONE
89832Q109TFCTRUIST FINL CORP$3.2M2.55%85,968CommonNONE
437076102HDHOME DEPOT INC$2.9M2.31%8,292CommonNONE
037833100AAPLAPPLE INC$2.9M2.29%14,817CommonNONE
166764100CVXCHEVRON CORP NEW$2.6M2.09%17,437CommonNONE
00287Y109ABBVABBVIE INC$2.5M2.05%16,446CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M1.79%14,167CommonNONE
060505104BACBANK AMERICA CORP$2.2M1.73%63,941CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.1M1.72%12,524CommonNONE
149123101CATCATERPILLAR INC$2.0M1.58%6,636CommonNONE
842587107SOSOUTHERN CO$2.0M1.57%27,903CommonNONE
372460105GPCGENUINE PARTS CO$1.9M1.52%13,511CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$1.8M1.47%37,788CommonNONE
922908363VOOVANGUARD INDEX FDS$1.8M1.43%3,988CommonNONE
458140100INTCINTEL CORP$1.7M1.39%34,316CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.6M1.29%10,976CommonNONE
580135101MCDMCDONALDS CORP$1.6M1.28%5,365CommonNONE
713448108PEPPEPSICO INC$1.5M1.24%9,021CommonNONE
191216100KOCOCA COLA CO$1.5M1.21%25,579CommonNONE
94106L109WMWASTE MGMT INC DEL$1.5M1.20%8,337CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.5M1.18%38,689CommonNONE
17275R102CSCOCISCO SYS INC$1.4M1.15%28,245CommonNONE
33738D804FSIGFIRST TR EXCHANGE-TRADED FD$1.4M1.15%75,176CommonNONE
717081103PFEPFIZER INC$1.4M1.14%49,342CommonNONE
871829107SYYSYSCO CORP$1.3M1.07%18,278CommonNONE
58933Y105MRKMERCK & CO INC$1.3M1.04%11,754CommonNONE
78468R663BILSPDR SER TR$1.3M1.03%14,016CommonNONE
931142103WMTWALMART INC$1.2M1.00%7,800CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M0.98%19,995CommonNONE
718546104PSXPHILLIPS 66$1.2M0.96%8,951CommonNONE
002824100ABTABBOTT LABS$1.2M0.95%10,753CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.2M0.94%12,060CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1.1M0.87%4,618CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$1.1M0.85%12,741CommonNONE
95040Q104WELLWELLTOWER INC$1.0M0.83%11,425CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.0M0.82%2,673CommonNONE
291011104EMREMERSON ELEC CO$1.0M0.81%10,376CommonNONE
02079K107GOOGALPHABET INC$903,4280.73%6,405CommonNONE
G54950103LINLINDE PLC$874,4020.70%2,129CommonNONE
609207105MDLZMONDELEZ INTL INC$865,0800.70%11,874CommonNONE
29250N105ENBENBRIDGE INC$843,1940.68%23,413CommonNONE
69374H840PWSPACER FDS TR$830,8210.67%30,534CommonNONE
464287226AGGISHARES TR$818,7080.66%8,249CommonNONE
532457108LLYELI LILLY & CO$807,6550.65%1,375CommonNONE
369550108GDGENERAL DYNAMICS CORP$782,1260.63%3,012CommonNONE
718172109PMPHILIP MORRIS INTL INC$762,7540.61%7,997CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$736,9370.59%4,687CommonNONE
20825C104COPCONOCOPHILLIPS$733,6210.59%6,334CommonNONE
02209S103MOALTRIA GROUP INC$724,9180.58%17,544CommonNONE
88579Y101MMM3M CO$722,2180.58%6,739CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$713,3910.57%8,800CommonNONE
88160R101TSLATESLA INC$706,9750.57%3,077CommonNONE
494368103KMBKIMBERLY-CLARK CORP$685,7170.55%5,589CommonNONE
46090E103QQQINVESCO QQQ TR$683,3050.55%1,667CommonNONE
69374H642PTBDPACER FDS TR$674,1600.54%32,665CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$655,4610.53%3,839CommonNONE
49446R109KIMKIMCO RLTY CORP$643,3280.52%30,189CommonNONE
747525103QCOMQUALCOMM INC$642,7180.52%4,421CommonNONE
370334104GISGENERAL MLS INC$636,5360.51%9,776CommonNONE
00206R102TAT&T INC$627,7590.50%37,411CommonNONE
655844108NSCNORFOLK SOUTHN CORP$613,6420.49%2,596CommonNONE
02079K305GOOGLALPHABET INC$598,1470.48%4,068CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$597,0430.48%8,267CommonNONE
922908736VUGVANGUARD INDEX FDS$589,4280.47%1,896CommonNONE
69374H105PTLCPACER FDS TR$585,0380.47%13,363CommonNONE
464287671IUSGISHARES TR$572,1050.46%5,489CommonNONE
78464A409SPYGSPDR SER TR$562,9710.45%8,648CommonNONE
513272104LWLAMB WESTON HLDGS INC$550,6100.44%5,094CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$544,6130.44%3,221CommonNONE
67066G104NVDANVIDIA CORPORATION$539,5960.43%992CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$537,4870.43%1,507CommonNONE
126408103CSXCSX CORP$535,8250.43%15,455CommonNONE
922908744VTVVANGUARD INDEX FDS$531,2230.43%3,553CommonNONE
369604301GEGENERAL ELECTRIC CO$508,9500.41%3,964CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$503,9880.40%987CommonNONE
189054109CLXCLOROX CO DEL$503,6280.40%3,532CommonNONE
14149Y108CAHCARDINAL HEALTH INC$502,4510.40%4,960CommonNONE
37940X102GPNGLOBAL PMTS INC$495,0460.40%3,898CommonNONE
464287309IVWISHARES TR$491,1440.39%6,534CommonNONE
146869102CVNACARVANA CO$481,2780.39%9,091CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$472,6940.38%11,907CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$467,5610.38%2,963CommonNONE
205887102CAGCONAGRA BRANDS INC$465,0660.37%16,227CommonNONE
25746U109DDOMINION ENERGY INC$461,9630.37%9,829CommonNONE
33738D408HYLSFIRST TR EXCHANGE-TRADED FD$454,3520.37%10,930CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$448,0430.36%4,619CommonNONE
693506107PPGPPG INDS INC$443,2660.36%2,964CommonNONE
553368101MPMP MATERIALS CORP$437,9290.35%27,682CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$431,3900.35%5,746CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$426,6880.34%7,152CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$420,3650.34%2,397CommonNONE
25243Q205DEODIAGEO PLC$420,2290.34%2,885CommonNONE
031162100AMGNAMGEN INC$416,2050.33%1,411CommonNONE
75513E101RTXRTX CORPORATION$415,3980.33%4,908CommonNONE
055622104BPBP PLC$414,6400.33%11,713CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$411,9010.33%2,987CommonNONE
74347R107SSOPROSHARES TR$408,1880.33%6,001CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$399,7130.32%8,250CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$396,8210.32%580CommonNONE
209115104EDCONSOLIDATED EDISON INC$395,3560.32%4,346CommonNONE
500754106KHCKRAFT HEINZ CO$384,0370.31%10,385CommonNONE
20030N101CMCSACOMCAST CORP NEW$379,0860.30%8,241CommonNONE
03076K108ABCBAMERIS BANCORP$368,7290.30%6,931CommonNONE
902973304USBUS BANCORP DEL$364,8670.29%8,336CommonNONE
69374H204PTMCPACER FDS TR$358,0820.29%10,692CommonNONE
670346105NUENUCOR CORP$355,9690.29%2,039CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$345,5190.28%4,121CommonNONE
001055102AFLAFLAC INC$342,2560.28%4,146CommonNONE
19761L508DIALCOLUMBIA ETF TR I$335,1160.27%18,566CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$329,8830.27%13,334CommonNONE
343498101FLOFLOWERS FOODS INC$326,1700.26%14,490CommonNONE
G25508105CRHCRH PLC$324,1480.26%4,634CommonNONE
49456B101KMIKINDER MORGAN INC DEL$317,2200.25%17,983CommonNONE
464287622IWBISHARES TR$317,1920.25%1,183CommonNONE
172967424CCITIGROUP INC$309,1370.25%6,010CommonNONE
68389X105ORCLORACLE CORP$307,3470.25%2,872CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$303,4410.24%3,556CommonNONE
87612E106TGTTARGET CORP$293,3690.24%2,059CommonNONE
G5960L103MDTMEDTRONIC PLC$292,9660.24%3,501CommonNONE
69374H683PTINPACER FDS TR$292,7050.24%10,403CommonNONE
354613101BENFRANKLIN RESOURCES INC$286,0140.23%9,601CommonNONE
260557103DOWDOW INC$283,5270.23%5,203CommonNONE
921937827BSVVANGUARD BD INDEX FDS$281,7390.23%3,658CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$280,3410.23%4,474CommonNONE
500767736IVOLKRANESHARES TR$274,6100.22%13,279CommonNONE
375558103GILDGILEAD SCIENCES INC$270,5430.22%3,347CommonNONE
46434V613IUSBISHARES TR$270,1240.22%5,864CommonNONE
H1467J104CBCHUBB LIMITED$267,6280.22%1,156CommonNONE
29364G103ETRENTERGY CORP NEW$252,1830.20%2,497CommonNONE
882508104TXNTEXAS INSTRS INC$251,1940.20%1,474CommonNONE
512807108LRCXEURLAM RESEARCH CORP$248,9800.20%297CommonNONE
949746101WMT2WELLS FARGO CO NEW$244,5340.20%4,951CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$243,7020.20%2,263CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$242,1190.19%6,438CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$239,8920.19%28,074CommonNONE
931427108WFCWALGREENS BOOTS ALLIANCE INC$237,8880.19%9,111CommonNONE
91913Y100VLOVALERO ENERGY CORP$229,3200.18%1,764CommonNONE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$224,5990.18%2,491CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$220,9670.18%1,148CommonNONE
26614N102DDDUPONT DE NEMOURS INC$215,9260.17%2,835CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$215,1230.17%2,962CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$212,1570.17%5,512CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$210,9950.17%1,851CommonNONE
595112103MUMICRON TECHNOLOGY INC$210,5550.17%2,392CommonNONE
337932107FEFIRSTENERGY CORP$208,7420.17%5,694CommonNONE
097023105BABOEING CO$203,1710.16%793CommonNONE
464287556IBBISHARES TR$202,0920.16%1,489CommonNONE
345370860FFORD MTR CO DEL$160,8330.13%13,194CommonNONE
91704K202URBAN-GRO INC$157,6550.13%96,650CommonNONE
92556V106VTRSVIATRIS INC$143,5950.12%13,259CommonNONE
45258H106IMMXIMMIX BIOPHARMA INC$143,2340.12%34,483CommonNONE
44486Q103HUMAHUMACYTE INC$115,5360.09%39,703CommonNONE
G0250X107AMCRAMCOR PLC$98,5400.08%10,222CommonNONE

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.