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| Happy Holidays!! thanks for using AUM13F!! |
| Imprint Wealth LLC
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| CRD # | 322130 |
| SEC # | 801-126084 |
| CIK # | 0001972653 |
| AUM | $107.2 M (2025-03-31) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 843-834-4853 |
| Address | 375 N Shelmore Blvd Mount Pleasant, SC 29464 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001972653 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Union Pacific Corp | 27.5 | ||
| Microsoft Corp | 19.1 | ||
| Apple Inc | 13.8 | ||
| Nvidia Corp | 12.5 | ||
| Amazon Com Inc | 11.4 | ||
| Home Depot Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Exxon Mobil Corp | 6.5 | ||
| Alphabet Inc | 4.8 | ||
| Facebook Inc | 4.4 | ||
| VISA Inc | 4.1 | ||
| AbbVie Inc | 3.9 | ||
| Chevron Corp | 3.8 | ||
| Adobe Systems Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.4 | ||
| BB&T Corp | 3.3 | ||
| Caterpillar Inc | 3.3 | ||
| Bank of America Corp /DE/ | 3.3 | ||
| Lilly Eli & Co | 3.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 1.2 |
| (b) Individuals (high net worth individuals) | 50 | 105.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 107.2 |
| By Discretionary | ||
| Discretionary | 185 | 59.2 |
| Non-Discretionary | 188 | 48.0 |
| Total | 373 | 107.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.2 | |
| Total | 373 | 107.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001972653] |
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