Asset Manager
← All Institutions
Imprint Wealth LLC
Market Value
$0
-100.0%
Holdings
299
-2
New Purchases
0
Added To
0
Closed
299
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 57 | $0 | 0% |
| Large Cap | 171 | $0 | 0% |
| Mid Cap | 33 | $0 | 0% |
| Small Cap | 30 | $0 | 0% |
| Micro Cap | 8 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$221.3B
Median Market Cap
$56.4B
Avg P/E
31.0
Median P/E
23.3
Avg Dividend Yield
0.03%
Avg Beta
0.88
# Stocks
160
# ETFs / Funds
139
Top Holdings (299 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | D | —% | — | — | — | -$606K | -12,332 | -100.0% | SOLD |
| 2 | T | —% | — | — | — | -$1M | -74,003 | -100.0% | SOLD |
| 3 | ACN | —% | — | — | — | -$2M | -5,471 | -100.0% | SOLD |
| 4 | CB | —% | — | — | — | -$377K | -1,463 | -100.0% | SOLD |
| 5 | DIS | —% | — | — | — | -$2M | -14,506 | -100.0% | SOLD |
| 6 | CVX | —% | — | — | — | -$4M | -23,683 | -100.0% | SOLD |
| 7 | ED | —% | — | — | — | -$374K | -4,145 | -100.0% | SOLD |
| 8 | CVS | —% | — | — | — | -$312K | -3,918 | -100.0% | SOLD |
| 9 | AEM | —% | — | — | — | -$416K | -6,781 | -100.0% | SOLD |
| 10 | XOM | —% | — | — | — | -$6M | -55,149 | -100.0% | SOLD |
| 11 | BEN | —% | — | — | — | -$250K | -9,046 | -100.0% | SOLD |
| 12 | NEE | —% | — | — | — | -$2M | -30,091 | -100.0% | SOLD |
| 13 | AXP | —% | — | — | — | -$216K | -951 | -100.0% | SOLD |
| 14 | UPS | —% | — | — | — | -$782K | -5,298 | -100.0% | SOLD |
| 15 | DLR | —% | — | — | — | -$612K | -4,315 | -100.0% | SOLD |
| 16 | BTT | —% | — | — | — | -$201K | -9,650 | -100.0% | SOLD |
| 17 | GOF | —% | — | — | — | -$202K | -14,171 | -100.0% | SOLD |
| 18 | CARR | —% | — | — | — | -$661K | -11,518 | -100.0% | SOLD |
| 19 | GPC | —% | — | — | — | -$2M | -13,260 | -100.0% | SOLD |
| 20 | GE | —% | — | — | — | -$2M | -10,505 | -100.0% | SOLD |
| 21 | ICE | —% | — | — | — | -$276K | -2,016 | -100.0% | SOLD |
| 22 | AFL | —% | — | — | — | -$429K | -5,033 | -100.0% | SOLD |
| 23 | AVY | —% | — | — | — | -$240K | -1,074 | -100.0% | SOLD |
| 24 | GS | —% | — | — | — | -$1M | -3,107 | -100.0% | SOLD |
| 25 | HD | —% | — | — | — | -$7M | -20,032 | -100.0% | SOLD |
| 26 | PFE | —% | — | — | — | -$2M | -59,391 | -100.0% | SOLD |
| 27 | ABBV | —% | — | — | — | -$4M | -21,722 | -100.0% | SOLD |
| 28 | CL | —% | — | — | — | -$209K | -2,346 | -100.0% | SOLD |
| 29 | CRM | —% | — | — | — | -$404K | -1,338 | -100.0% | SOLD |
| 30 | CAH | —% | — | — | — | -$634K | -5,660 | -100.0% | SOLD |
| 31 | ET | —% | — | — | — | -$361K | -23,037 | -100.0% | SOLD |
| 32 | DNP | —% | — | — | — | -$276K | -30,574 | -100.0% | SOLD |
| 33 | MO | —% | — | — | — | -$978K | -22,621 | -100.0% | SOLD |
| 34 | KO | —% | — | — | — | -$2M | -30,274 | -100.0% | SOLD |
| 35 | VZ | —% | — | — | — | -$2M | -55,899 | -100.0% | SOLD |
| 36 | NKE | —% | — | — | — | -$382K | -4,125 | -100.0% | SOLD |
| 37 | SHEL | —% | — | — | — | -$237K | -3,495 | -100.0% | SOLD |
| 38 | ABT | —% | — | — | — | -$1M | -11,314 | -100.0% | SOLD |
| 39 | PSX | —% | — | — | — | -$1M | -9,080 | -100.0% | SOLD |
| 40 | IBM | —% | — | — | — | -$3M | -13,190 | -100.0% | SOLD |
| 41 | WM | —% | — | — | — | -$2M | -9,037 | -100.0% | SOLD |
| 42 | FE | —% | — | — | — | -$218K | -5,694 | -100.0% | SOLD |
| 43 | DE | —% | — | — | — | -$569K | -1,407 | -100.0% | SOLD |
| 44 | ETR | —% | — | — | — | -$262K | -2,506 | -100.0% | SOLD |
| 45 | ADM | —% | — | — | — | -$499K | -8,002 | -100.0% | SOLD |
| 46 | BXSL | —% | — | — | — | -$421K | -13,674 | -100.0% | SOLD |
| 47 | DD | —% | — | — | — | -$264K | -3,415 | -100.0% | SOLD |
| 48 | PM | —% | — | — | — | -$833K | -9,109 | -100.0% | SOLD |
| 49 | LMT | —% | — | — | — | -$647K | -1,429 | -100.0% | SOLD |
| 50 | DOW | —% | — | — | — | -$361K | -6,203 | -100.0% | SOLD |
| 51 | V | —% | — | — | — | -$4M | -14,738 | -100.0% | SOLD |
| 52 | KMI | —% | — | — | — | -$341K | -18,516 | -100.0% | SOLD |
| 53 | BX | —% | — | — | — | -$353K | -2,693 | -100.0% | SOLD |
| 54 | CLX | —% | — | — | — | -$569K | -3,752 | -100.0% | SOLD |
| 55 | JPM | —% | — | — | — | -$7M | -34,120 | -100.0% | SOLD |
| 56 | DSU | —% | — | — | — | -$342K | -30,934 | -100.0% | SOLD |
| 57 | BAC | —% | — | — | — | -$3M | -86,848 | -100.0% | SOLD |
| 58 | SO | —% | — | — | — | -$3M | -36,371 | -100.0% | SOLD |
| 59 | PEG | —% | — | — | — | -$217K | -3,263 | -100.0% | SOLD |
| 60 | TFC | —% | — | — | — | -$3M | -86,810 | -100.0% | SOLD |
| 61 | PG | —% | — | — | — | -$3M | -18,139 | -100.0% | SOLD |
| 62 | CAG | —% | — | — | — | -$478K | -16,102 | -100.0% | SOLD |
| 63 | BA | —% | — | — | — | -$218K | -1,153 | -100.0% | SOLD |
| 64 | ABCB | —% | — | — | — | -$329K | -6,931 | -100.0% | SOLD |
| 65 | EPD | —% | — | — | — | -$293K | -9,972 | -100.0% | SOLD |
| 66 | ETV | —% | — | — | — | -$251K | -19,425 | -100.0% | SOLD |
| 67 | ETN | —% | — | — | — | -$301K | -964 | -100.0% | SOLD |
| 68 | CION | —% | — | — | — | -$136K | -12,293 | -100.0% | SOLD |
| 69 | UNP | —% | — | — | — | -$27M | -112,909 | -100.0% | SOLD |
| 70 | COP | —% | — | — | — | -$1M | -9,012 | -100.0% | SOLD |
| 71 | MMM | —% | — | — | — | -$510K | -5,426 | -100.0% | SOLD |
| 72 | LLY | —% | — | — | — | -$3M | -4,276 | -100.0% | SOLD |
| 73 | MPC | —% | — | — | — | -$428K | -2,095 | -100.0% | SOLD |
| 74 | NVO | —% | — | — | — | -$1M | -9,659 | -100.0% | SOLD |
| 75 | MA | —% | — | — | — | -$2M | -3,382 | -100.0% | SOLD |
| 76 | GWW | —% | — | — | — | -$258K | -256 | -100.0% | SOLD |
| 77 | KKR | —% | — | — | — | -$207K | -2,067 | -100.0% | SOLD |
| 78 | FLO | —% | — | — | — | -$342K | -14,490 | -100.0% | SOLD |
| 79 | BP | —% | — | — | — | -$472K | -12,447 | -100.0% | SOLD |
| 80 | MRK | —% | — | — | — | -$3M | -23,428 | -100.0% | SOLD |
| 81 | O | —% | — | — | — | -$306K | -5,733 | -100.0% | SOLD |
| 82 | MCD | —% | — | — | — | -$2M | -8,054 | -100.0% | SOLD |
| 83 | NUE | —% | — | — | — | -$547K | -2,735 | -100.0% | SOLD |
| 84 | USB | —% | — | — | — | -$365K | -8,302 | -100.0% | SOLD |
| 85 | GIS | —% | — | — | — | -$714K | -10,174 | -100.0% | SOLD |
| 86 | DUK | —% | — | — | — | -$2M | -16,081 | -100.0% | SOLD |
| 87 | JNJ | —% | — | — | — | -$3M | -18,822 | -100.0% | SOLD |
| 88 | CAT | —% | — | — | — | -$3M | -9,124 | -100.0% | SOLD |
| 89 | NSC | —% | — | — | — | -$662K | -2,626 | -100.0% | SOLD |
| 90 | GAB | —% | — | — | — | -$472K | -86,912 | -100.0% | SOLD |
| 91 | KIM | —% | — | — | — | -$576K | -30,189 | -100.0% | SOLD |
| 92 | ENB | —% | — | — | — | -$872K | -24,328 | -100.0% | SOLD |
| 93 | VLO | —% | — | — | — | -$310K | -1,795 | -100.0% | SOLD |
| 94 | EMR | —% | — | — | — | -$1M | -12,639 | -100.0% | SOLD |
| 95 | FSCO | —% | — | — | — | -$61K | -10,368 | -100.0% | SOLD |
| 96 | GD | —% | — | — | — | -$1M | -3,638 | -100.0% | SOLD |
| 97 | GPN | —% | — | — | — | -$507K | -3,898 | -100.0% | SOLD |
| 98 | DEO | —% | — | — | — | -$441K | -2,986 | -100.0% | SOLD |
| 99 | LW | —% | — | — | — | -$524K | -4,991 | -100.0% | SOLD |
| 100 | SYY | —% | — | — | — | -$1M | -18,166 | -100.0% | SOLD |