Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $195 Billion
  • Q1 2025

Significant Wealth Partners LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $149B, Spdr S&P 500 ETF Trust with a value of $4.66B, United States Cellular Corp with a value of $3.19B, Vanguard S&P 500 Growth ETF with a value of $2.02B, and Abb Vie Inc. with a value of $1.47B.

Examining the 13F form we can see an increase of $1.97B in the current position value, from $193B to 195B.

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 $195 Billion
ETFs: $14.5 Billion
Consumer Defensive: $7.28 Billion
Healthcare: $6.15 Billion
Communication Services: $3.72 Billion
Utilities: $2.89 Billion
Technology: $2.68 Billion
Consumer Cyclical: $2.63 Billion
Energy: $1.95 Billion
Other: $4.47 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$283M
$364 Million 0.19% of portfolio
22,167
Q1 2025 Added 20.48%
$179M
$160 Million 0.08% of portfolio
10,262
Q1 2025 New
$281M
$131 Million 0.07% of portfolio
10,196
Q1 2025 New
$214M
$91.2 Million 0.05% of portfolio
27,067
Q1 2025 Added 20.78%
$244M
$67.1 Million 0.03% of portfolio
10,451
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $195 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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