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
$229B
$269 Million 0.15% of portfolio
1,657
Q2 2024 Added 34.5%
$0
$242 Million 0.14% of portfolio
2,635
Q2 2024 Reduced 66.45%
$75.5B
$257 Million 0.14% of portfolio
440
Q2 2024 New
$393B
$240 Million 0.14% of portfolio
1,457
Q2 2024 Reduced 54.35%
$650B
$243 Million 0.14% of portfolio
1,202
Q2 2024 Added 0.5%
$579B
$238 Million 0.13% of portfolio
586
Q2 2024 New
$12.4B
$234 Million 0.13% of portfolio
2,150
Q2 2024 New
$0
$226 Million 0.13% of portfolio
1,955
Q2 2024 Added 0.83%
$0
$239 Million 0.13% of portfolio
4,611
Q1 2024 New
$128B
$221 Million 0.12% of portfolio
472
Q2 2024 New
$70.4B
$210 Million 0.12% of portfolio
131
Q2 2024 New
$22.5B
$202 Million 0.11% of portfolio
1,185
Q2 2024 New
$23.9B
$202 Million 0.11% of portfolio
4,145
Q2 2024 New
$26.5B
$204 Million 0.11% of portfolio
1,112
Q2 2024 Reduced 82.78%
$0
$200 Million 0.11% of portfolio
4,559
Q4 2023 New
$7.04M
$9 Million 0.01% of portfolio
10,209
Q2 2024 New
$730M
$9.73 Million 0.01% of portfolio
28,454
Q2 2024 Added 65.44%
$77.7M
$9.39 Million 0.01% of portfolio
11,177
Q2 2024 New
Foresight Autonomous Hldgs L
-
$10.5 Million 0.01% of portfolio
-
Q2 2024 New
$181M
$16.7 Million 0.01% of portfolio
13,183
Q2 2024 Added 28.48%
$4.38B
$21 Million 0.01% of portfolio
11,919
Q2 2024 Reduced 17.13%
Momentus Inc
-
$8.64 Million 0.0% of portfolio
-
Q2 2024 Added 16.17%
$10.3B
$5.89 Million 0.0% of portfolio
17,627
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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