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Home > Institutional Investor > Imprint Wealth Llc > Profile

Instuitional Investor - Imprint Wealth Llc

Fund Profile
Filing Period:
Fund Name: Imprint Wealth Llc
Portfolio Value $412,355,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Union Pacific Corp
 UNP 112,909 $27,470,640 6.66%
2.
Microsoft Corp
 MSFT 44,976 $19,095,469 4.63%
3.
Vanguard Index Fds
 55,704 $14,466,276 3.51%
4.
Apple Inc.
 AAPL 81,046 $13,780,204 3.34%
5.
Nvidia Corp
 NVDA 138,280 $12,495,782 3.03%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)