Significant Wealth Partners LLC Portfolio Holdings by Sector
Significant Wealth Partners LLC
- $195 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY VOOG QQQ VOO SPXL UDOW TQQQ TNA 16 stocks |
$14 Million
30.31% of portfolio
|
12
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
USM 1 stocks |
$3.19 Million
6.9% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV GILD PFE 3 stocks |
$2.4 Million
5.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ED EXC XEL GNE NEE 5 stocks |
$1.88 Million
4.06% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS K CPB LANC 4 stocks |
$1.78 Million
3.85% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CTRA SBR CNX 3 stocks |
$1.51 Million
3.26% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR IMKTA SFM 3 stocks |
$1.38 Million
2.97% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
INCY IONS VKTX LQDA MREO AMRN 6 stocks |
$1.38 Million
2.97% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.35 Million
2.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$1.06 Million
2.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT BJ 2 stocks |
$977,181
2.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$963,630
2.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
YUMC PTLO MCD 3 stocks |
$957,416
2.07% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX KMB 2 stocks |
$885,428
1.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PLMR WRB 2 stocks |
$817,496
1.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$801,908
1.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KDP KO 2 stocks |
$705,247
1.52% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$660,695
1.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
IVT 1 stocks |
$631,074
1.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$616,679
1.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
MMSI OSUR 2 stocks |
$590,907
1.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
ASLE 1 stocks |
$559,331
1.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$499,788
1.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SPOK NRC 2 stocks |
$494,945
1.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
AMPH SIGA 2 stocks |
$483,927
1.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SPTN 1 stocks |
$476,535
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$446,312
0.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$412,988
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
RGLD NG 2 stocks |
$381,368
0.82% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$379,197
0.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NWN 1 stocks |
$347,800
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$303,640
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
CLW 1 stocks |
$303,248
0.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$299,710
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$285,508
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MOD 1 stocks |
$275,149
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PDFS 1 stocks |
$240,710
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Coking Coal | Basic Materials
HCC 1 stocks |
$238,840
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$228,579
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$228,470
0.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
STRA 1 stocks |
$225,775
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL 1 stocks |
$218,042
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
RCMT 1 stocks |
$160,087
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate—Development | Real Estate
LSEA 1 stocks |
$67,095
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VVR 1 stocks |
$65,895
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
NAT 1 stocks |
$61,079
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ARKO 1 stocks |
$47,986
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|