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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26B
$2.52 Billion 1.31% of portfolio
46,182
Q4 2023 New
$5.99B
$554 Million 0.29% of portfolio
1,903
Q3 2024 Added 8.56%
$8.93B
$354 Million 0.18% of portfolio
5,469
Q3 2024 Added 33.91%
$8.66B
$213 Million 0.11% of portfolio
832
Q3 2024 New

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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