Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $178 Billion
  • Q2 2024

Significant Wealth Partners LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $146B, United States Cellular Corp with a value of $2.58B, Spdr S&P 500 ETF Trust with a value of $1.83B, Direxion Daily S&P 500 Bull 3 X with a value of $1.74B, and Abb Vie Inc. with a value of $1.33B.

Examining the 13F form we can see an increase of $25.6B in the current position value, from $152B to 178B.

Significant Wealth Partners LLC is based out at Cary, IL

Below you can find more details about Significant Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $7.87 Billion
Consumer Defensive: $5.59 Billion
Healthcare: $5.01 Billion
Technology: $3.64 Billion
Communication Services: $2.95 Billion
Utilities: $2.32 Billion
Consumer Cyclical: $1.59 Billion
Energy: $1.17 Billion
Other: $1.53 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Listed Fd Tr
-
$146 Billion 82.19% of portfolio
-
Q2 2024 New
$3.1B
$2.58 Billion 1.45% of portfolio
46,182
Q4 2023 New
$0
$1.83 Billion 1.03% of portfolio
3,367
Q2 2024 Added 1.08%
$0
$1.74 Billion 0.98% of portfolio
11,916
Q2 2024 Added 41.62%
$357B
$1.33 Billion 0.75% of portfolio
7,742
Q2 2024 Reduced 18.46%
$0
$1.3 Billion 0.73% of portfolio
3,885
Q2 2024 Reduced 13.92%
$349B
$818 Million 0.46% of portfolio
6,620
Q2 2024 Added 409.23%
$0
$768 Million 0.43% of portfolio
1,535
Q2 2024 Added 119.91%
$496B
$757 Million 0.43% of portfolio
6,573
Q2 2024 Added 74.54%
$3.59T
$724 Million 0.41% of portfolio
3,435
Q2 2024 Added 1.18%
$75.9B
$666 Million 0.37% of portfolio
3,326
Q2 2024 Added 27.63%
$23B
$650 Million 0.37% of portfolio
2,885
Q2 2024 Added 12.08%
$3.07T
$641 Million 0.36% of portfolio
1,435
Q2 2024 Added 6.61%
$206B
$519 Million 0.29% of portfolio
4,999
Q2 2024 Added 0.32%
$219B
$496 Million 0.28% of portfolio
1,945
Q2 2024 Added 32.4%
$766B
$506 Million 0.28% of portfolio
559
Q2 2024 Added 22.05%
$145B
$475 Million 0.27% of portfolio
2,287
Q2 2024 Added 25.87%
$227B
$472 Million 0.27% of portfolio
6,967
Q2 2024 Added 29.62%
$30.7B
$473 Million 0.27% of portfolio
1,753
Q2 2024 Reduced 49.38%
$27.5B
$461 Million 0.26% of portfolio
7,986
Q2 2024 Reduced 52.52%
$20B
$452 Million 0.25% of portfolio
3,310
Q2 2024 Reduced 16.44%
$33B
$447 Million 0.25% of portfolio
1,196
Q2 2024 Added 41.04%
$2.03T
$419 Million 0.24% of portfolio
2,167
Q2 2024 Added 15.27%
$258B
$434 Million 0.24% of portfolio
3,508
Q2 2024 Added 23.13%
$18.4B
$414 Million 0.23% of portfolio
3,130
Q2 2024 Added 38.93%
$18.6B
$414 Million 0.23% of portfolio
15,537
Q2 2024 Reduced 38.12%
$45.5B
$391 Million 0.22% of portfolio
2,826
Q2 2024 Reduced 71.37%
$29.7B
$386 Million 0.22% of portfolio
3,926
Q2 2024 Reduced 34.45%
$113B
$390 Million 0.22% of portfolio
5,680
Q2 2024 Reduced 55.96%
$96.6B
$392 Million 0.22% of portfolio
5,056
Q2 2024 Reduced 43.7%
$231B
$379 Million 0.21% of portfolio
2,297
Q2 2024 Reduced 41.34%
$173B
$373 Million 0.21% of portfolio
9,048
Q2 2024 Added 34.16%
$0
$374 Million 0.21% of portfolio
780
Q2 2024 New
$40.5B
$364 Million 0.2% of portfolio
5,750
Q2 2024 Reduced 78.23%
$38.2B
$364 Million 0.2% of portfolio
10,523
Q2 2024 Added 27.78%
$78.9B
$355 Million 0.2% of portfolio
814
Q2 2024 Added 60.55%
$0
$357 Million 0.2% of portfolio
1,759
Q2 2024 Added 9.05%
$17B
$355 Million 0.2% of portfolio
11,631
Q2 2024 Added 37.04%
$14B
$363 Million 0.2% of portfolio
8,034
Q2 2024 Added 36.42%
$11.4B
$343 Million 0.19% of portfolio
4,084
Q2 2024 Added 54.46%
$78.6B
$337 Million 0.19% of portfolio
3,474
Q2 2024 Reduced 45.85%
$35.4B
$338 Million 0.19% of portfolio
3,777
Q2 2024 Added 28.64%
$0
$315 Million 0.18% of portfolio
9,762
Q1 2024 New
$41.1B
$294 Million 0.17% of portfolio
5,894
Q2 2024 Reduced 52.28%
$79.9B
$307 Million 0.17% of portfolio
996
Q2 2024 Added 32.8%
$0
$284 Million 0.16% of portfolio
4,416
Q2 2024 Added 0.32%
$394B
$292 Million 0.16% of portfolio
343
Q2 2024 New
$155B
$264 Million 0.15% of portfolio
3,727
Q2 2024 Added 0.19%
$19.3B
$267 Million 0.15% of portfolio
2,293
Q2 2024 Added 31.86%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $178 Billion
  • Prior Value $152 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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