Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $193 Billion
  • Q3 2024

Significant Wealth Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $154B, United States Cellular Corp with a value of $2.52B, Direxion Daily S&P 500 Bull 3 X with a value of $2.22B, Spdr S&P 500 ETF Trust with a value of $1.95B, and Vanguard S&P 500 Growth ETF with a value of $1.9B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $178B to 193B.

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 $193 Billion
ETFs: $9.12 Billion
Consumer Defensive: $6.99 Billion
Healthcare: $5.92 Billion
Technology: $4.44 Billion
Communication Services: $3.17 Billion
Utilities: $3.11 Billion
Consumer Cyclical: $2.75 Billion
Financial Services: $1.62 Billion
Other: $2.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Listed Fd Tr
-
$154 Billion 79.53% of portfolio
-
Q3 2024 Added 2.9%
$3.26B
$2.52 Billion 1.31% of portfolio
46,182
Q4 2023 New
$0
$2.22 Billion 1.15% of portfolio
13,514
Q3 2024 Added 13.41%
$0
$1.95 Billion 1.01% of portfolio
3,392
Q3 2024 Added 0.74%
$0
$1.9 Billion 0.98% of portfolio
5,498
Q3 2024 Added 41.52%
$310B
$1.55 Billion 0.8% of portfolio
7,858
Q3 2024 Added 1.5%
$4.09T
$1 Billion 0.52% of portfolio
4,301
Q3 2024 Added 25.21%
$336B
$897 Million 0.46% of portfolio
7,384
Q3 2024 Added 11.54%
$74.2B
$855 Million 0.44% of portfolio
3,287
Q3 2024 Reduced 1.17%
$0
$821 Million 0.43% of portfolio
1,556
Q3 2024 Added 1.37%
$441B
$800 Million 0.41% of portfolio
6,825
Q3 2024 Added 3.83%
$19.4B
$770 Million 0.4% of portfolio
3,085
Q3 2024 Added 6.93%
$0
$715 Million 0.37% of portfolio
1,465
Q3 2024 Added 87.82%
$2.29T
$706 Million 0.37% of portfolio
3,790
Q3 2024 Added 74.9%
$215B
$711 Million 0.37% of portfolio
2,335
Q3 2024 Added 20.05%
$27.4B
$691 Million 0.36% of portfolio
8,566
Q3 2024 Added 7.26%
$3.25T
$649 Million 0.34% of portfolio
1,508
Q3 2024 Added 5.09%
$140B
$629 Million 0.33% of portfolio
2,478
Q3 2024 Added 8.35%
$20.3B
$602 Million 0.31% of portfolio
3,695
Q3 2024 Added 11.63%
$200B
$572 Million 0.3% of portfolio
5,014
Q3 2024 Added 0.3%
$5.99B
$554 Million 0.29% of portfolio
1,903
Q3 2024 Added 8.56%
$730B
$550 Million 0.28% of portfolio
621
Q3 2024 Added 11.09%
$203B
$504 Million 0.26% of portfolio
6,469
Q3 2024 Added 1.71%
$90.2B
$493 Million 0.26% of portfolio
5,467
Q3 2024 Added 8.13%
$72.3B
$493 Million 0.26% of portfolio
934
Q3 2024 Added 14.74%
$116B
$508 Million 0.26% of portfolio
6,058
Q3 2024 Added 6.65%
$37.8B
$486 Million 0.25% of portfolio
6,582
Q3 2024 Added 14.47%
$248B
$451 Million 0.23% of portfolio
3,971
Q3 2024 Added 13.2%
$44.3B
$437 Million 0.23% of portfolio
3,074
Q3 2024 Added 8.78%
$12.4B
$438 Million 0.23% of portfolio
8,962
Q3 2024 Added 11.55%
$31B
$449 Million 0.23% of portfolio
4,064
Q3 2024 Added 3.52%
$168B
$416 Million 0.22% of portfolio
9,265
Q3 2024 Added 2.4%
$36.8B
$422 Million 0.22% of portfolio
10,400
Q3 2024 Reduced 1.17%
$31.9B
$433 Million 0.22% of portfolio
4,163
Q3 2024 Added 10.22%
$31.3B
$420 Million 0.22% of portfolio
1,325
Q3 2024 Added 10.79%
$211B
$427 Million 0.22% of portfolio
2,511
Q3 2024 Added 9.32%
$18.8B
$427 Million 0.22% of portfolio
17,831
Q3 2024 Added 14.76%
$0
$411 Million 0.21% of portfolio
1,859
Q3 2024 Added 5.69%
$17.3B
$408 Million 0.21% of portfolio
12,885
Q3 2024 Added 10.78%
$76.8B
$381 Million 0.2% of portfolio
3,671
Q3 2024 Added 5.67%
$44.3B
$371 Million 0.19% of portfolio
6,480
Q3 2024 Added 9.94%
$383M
$349 Million 0.18% of portfolio
25,921
Q3 2024 New
$8.93B
$354 Million 0.18% of portfolio
5,469
Q3 2024 Added 33.91%
$19.5B
$341 Million 0.18% of portfolio
2,456
Q3 2024 Added 7.11%
$141B
$332 Million 0.17% of portfolio
3,924
Q3 2024 Added 5.29%
$17.2B
$331 Million 0.17% of portfolio
3,911
Q3 2024 Added 24.95%
$422B
$325 Million 0.17% of portfolio
367
Q3 2024 Added 7.0%
$0
$335 Million 0.17% of portfolio
9,762
Q1 2024 New
$0
$309 Million 0.16% of portfolio
4,431
Q3 2024 Added 0.34%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $193 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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