Imprint Wealth LLC's Q1 2023 13F: first filing on record
Form 13F-HR for the quarter ended Mar 31, 2023 · filed May 15, 2023 · 158 reported positions · accession 0001951757-23-000312
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 32.9% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | EXXON MOBIL CORP (XOM) | 8.9% | |
| 2 | APPLE INC (AAPL) | 3.9% | |
| 3 | CHEVRON CORP NEW (CVX) | 3.7% | |
| 4 | MICROSOFT CORP (MSFT) | 3.5% | |
| 5 | FREEPORT-MCMORAN INC (FCX) | 2.9% | |
| 6 | WELLS FARGO CO NEW (WFC) | 2.4% | |
| 7 | AMAZON COM INC (AMZN) | 2.1% | |
| 8 | TRUIST FINL CORP (TFC) | 1.9% | |
| 9 | KIMBERLY-CLARK CORP (KMB) | 1.8% | |
| 10 | ABBVIE INC (ABBV) | 1.8% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).