Significant Wealth Partners LLC Purchases in Q1 2025

Significant Wealth Partners LLC

  • $195 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.39K
+ 40.27%
$551.42 - $612.93 $1.32M - $1.47M
8.33K $4.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 67.79%
$468.34 - $539.52 $509K - $586K
2.69K $1.26B
META
Meta Platforms, Inc.

Communication Services
520
New
$576.36 - $736.67 $300K - $383K
520 $300M
RGLD
Royal Gold Inc

Basic Materials
1.64K
New
$132.55 - $163.51 $218K - $269K
1.64K $269M
PTLO
Portillo'S Inc.

Consumer Cyclical
19.3K
New
$9.2 - $15.39 $178K - $297K
19.3K $230M
PM
Philip Morris International Inc.

Consumer Defensive
1.44K
New
$117.15 - $158.79 $169K - $229K
1.44K $229M
IAU
Ishares Gold Trust

ETFs
3.65K
New
$49.74 - $58.96 $182K - $215K
3.65K $215M
LANC
Lancaster Colony Corp

Consumer Defensive
1.17K
New
$166.07 - $196.44 $194K - $229K
1.17K $204M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.58K
New
$126.11 - $135.06 $200K - $214K
1.58K $204M
GILD
Gilead Sciences, Inc.

Healthcare
616
+ 10.54%
$89.14 - $117.41 $54.9K - $72.3K
6.46K $724M
CTRA
Coterra Energy Inc.

Energy
2.68K
+ 10.04%
$25.51 - $29.83 $68.3K - $79.9K
29.4K $849M
RCMT
Rcm Technologies, Inc.

Industrials
10.3K
New
$14.95 - $22.48 $153K - $231K
10.3K $160M
ED
Consolidated Edison Inc

Utilities
509
+ 11.85%
$88.0 - $110.59 $44.8K - $56.3K
4.8K $531M
ASLE
Aer Sale Corp

Industrials
8.92K
+ 13.56%
$6.09 - $8.45 $54.3K - $75.4K
74.7K $559M
IVV
Ishares Core S&P 500 ETF

ETFs
281
+ 58.18%
$554.06 - $615.85 $156K - $173K
764 $429M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 27.73%
$190.26 - $242.06 $293K - $373K
7.1K $1.35B
NRC
National Research Corp

Healthcare
10.2K
New
$12.8 - $18.73 $131K - $191K
10.2K $131M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
321
+ 19.4%
$507.05 - $563.67 $163K - $181K
1.98K $1.02B
ABT
Abbott Laboratories

Healthcare
46
+ 0.77%
$111.1 - $140.22 $5.11K - $6.45K
6.05K $802M
SPTN
Spartan Nash CO

Consumer Defensive
4.16K
+ 21.49%
$17.43 - $20.97 $72.5K - $87.3K
23.5K $477M
KR
Kroger CO

Consumer Defensive
948
+ 12.31%
$58.36 - $67.72 $55.3K - $64.2K
8.65K $585M
MMSI
Merit Medical Systems Inc

Healthcare
705
+ 17.53%
$95.64 - $110.29 $67.4K - $77.8K
4.73K $500M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.51K
+ 18.45%
$42.3 - $53.69 $64K - $81.2K
9.72K $506M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
434
+ 17.57%
$88.0 - $115.5 $38.2K - $50.1K
2.9K $331M
HSY
Hershey CO

Consumer Defensive
593
+ 19.68%
$144.74 - $186.36 $85.8K - $111K
3.61K $617M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 12.66%
$442.66 - $534.52 $35.4K - $42.8K
712 $379M
WRB
Berkley W R Corp

Financial Services
655
+ 18.94%
$56.7 - $71.27 $37.1K - $46.7K
4.11K $293M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
272
+ 14.69%
$132.75 - $177.12 $36.1K - $48.2K
2.12K $324M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.01K
+ 21.77%
$30.38 - $34.94 $60.9K - $70.1K
11.2K $384M
KO
Coca Cola CO

Consumer Defensive
717
+ 19.02%
$60.81 - $72.32 $43.6K - $51.9K
4.49K $321M
IVT
Inven Trust Properties Corp.

Real Estate
3.38K
+ 18.67%
$28.36 - $30.77 $95.9K - $104K
21.5K $631M
IMKTA
Ingles Markets Inc

Consumer Defensive
1.17K
+ 19.35%
$59.95 - $67.47 $69.8K - $78.6K
7.19K $468M
NWN
Northwest Natural Holding CO

Utilities
1.3K
+ 18.99%
$38.31 - $42.72 $49.8K - $55.5K
8.14K $348M
XEL
Xcel Energy Inc

Utilities
833
+ 17.07%
$63.37 - $72.1 $52.8K - $60.1K
5.71K $405M
SPOK
Spok Holdings, Inc

Healthcare
3.77K
+ 20.48%
$15.54 - $17.2 $58.6K - $64.8K
22.2K $364M
LSEA
Landsea Homes Corp

Real Estate
10.5K
New
$6.38 - $8.75 $66.7K - $91.4K
10.5K $67.1M
KMB
Kimberly Clark Corp

Consumer Defensive
261
+ 10.64%
$124.46 - $147.4 $32.5K - $38.5K
2.71K $386M
GIS
General Mills Inc

Consumer Defensive
1.73K
+ 17.61%
$57.56 - $65.3 $99.8K - $113K
11.6K $692M
LQDA
Liquidia Corp

Healthcare
1.78K
+ 14.11%
$11.36 - $16.5 $20.2K - $29.4K
14.4K $212M
SBR
Sabine Royalty Trust

Energy
760
+ 17.08%
$64.04 - $69.75 $48.7K - $53K
5.21K $351M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
1.12K
+ 18.31%
$81.58 - $109.72 $91.3K - $123K
7.23K $635M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.54K
+ 33.28%
$47.25 - $67.02 $120K - $170K
10.2K $485M
CPB
Campbell Soup CO

Consumer Defensive
1.35K
+ 14.68%
$37.29 - $42.04 $50.2K - $56.6K
10.5K $420M
GNE
Genie Energy Ltd.

Utilities
2.68K
+ 20.59%
$13.85 - $15.59 $37K - $41.7K
15.7K $236M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
3.08K
+ 43.17%
$26.24 - $38.48 $80.8K - $119K
10.2K $296M
IONS
Ionis Pharmaceuticals Inc

Healthcare
2.7K
+ 24.76%
$30.17 - $34.97 $81.5K - $94.4K
13.6K $410M
K
Kellogg CO

Consumer Defensive
215
+ 3.94%
$81.06 - $82.9 $17.4K - $17.8K
5.67K $468M
HCC
Warrior Met Coal, Inc.

Basic Materials
1.05K
+ 26.52%
$46.21 - $57.16 $48.5K - $60K
5.01K $239M
CNX
Cnx Resources Corp

Energy
2.03K
+ 26.1%
$27.38 - $37.32 $55.5K - $75.7K
9.8K $308M
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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