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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.04M
$9 Million 0.01% of portfolio
10,209
Q2 2024 New

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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