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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Listed Fd Tr
-
$149 Billion 76.27% of portfolio
-
Q1 2025 Added 1.05%
$0
$4.66 Billion 2.39% of portfolio
8,329
Q1 2025 Added 40.27%
$3.61B
$3.19 Billion 1.64% of portfolio
46,182
Q4 2023 New
$0
$2.02 Billion 1.04% of portfolio
6,048
Q1 2025 Added 4.87%
$345B
$1.47 Billion 0.75% of portfolio
6,994
Q1 2025 Reduced 0.72%
$1.88T
$1.35 Billion 0.69% of portfolio
7,103
Q1 2025 Added 27.73%
$0
$1.26 Billion 0.65% of portfolio
2,688
Q1 2025 Added 67.79%
$0
$1.02 Billion 0.52% of portfolio
1,976
Q1 2025 Added 19.4%
$3.42T
$964 Million 0.49% of portfolio
4,338
Q1 2025 Added 0.21%
$271B
$844 Million 0.43% of portfolio
7,783
Q1 2025 Reduced 3.76%
$19.5B
$849 Million 0.43% of portfolio
29,367
Q1 2025 Added 10.04%
$229B
$802 Million 0.41% of portfolio
6,045
Q1 2025 Added 0.77%
$134B
$724 Million 0.37% of portfolio
6,460
Q1 2025 Added 10.54%
$0
$714 Million 0.37% of portfolio
5,085
Q1 2025 Reduced 3.05%
$33.7B
$692 Million 0.35% of portfolio
11,580
Q1 2025 Added 17.61%
$74B
$661 Million 0.34% of portfolio
3,277
Q1 2025 Reduced 0.33%
$264B
$646 Million 0.33% of portfolio
7,357
Q1 2025 Reduced 4.79%
$24.6B
$617 Million 0.32% of portfolio
3,606
Q1 2025 Added 19.68%
$1.88B
$631 Million 0.32% of portfolio
21,487
Q1 2025 Added 18.67%
$51.7B
$585 Million 0.3% of portfolio
8,647
Q1 2025 Added 12.31%
$361M
$559 Million 0.29% of portfolio
74,677
Q1 2025 Added 13.56%
$0
$548 Million 0.28% of portfolio
9,568
Q1 2025 Added 18.01%
$40B
$531 Million 0.27% of portfolio
4,804
Q1 2025 Added 11.85%
$3.66B
$525 Million 0.27% of portfolio
3,828
Q1 2025 Added 15.61%
$0
$500 Million 0.26% of portfolio
1,818
Q1 2025 Reduced 1.14%
$5.38B
$500 Million 0.26% of portfolio
4,727
Q1 2025 Added 17.53%
$18.1B
$506 Million 0.26% of portfolio
9,715
Q1 2025 Added 18.45%
$17.6B
$500 Million 0.26% of portfolio
3,393
Q1 2025 Added 8.89%
$0
$498 Million 0.26% of portfolio
17,025
Q1 2025 Added 29.9%
$0
$485 Million 0.25% of portfolio
10,185
Q1 2025 Added 33.28%
$0
$483 Million 0.25% of portfolio
2,423
Q1 2025 Reduced 7.34%
$46.6B
$478 Million 0.25% of portfolio
10,379
Q1 2025 Reduced 0.67%
$13.9B
$490 Million 0.25% of portfolio
8,091
Q1 2025 Added 14.33%
$28.2B
$468 Million 0.24% of portfolio
5,672
Q1 2025 Added 3.94%
$708M
$477 Million 0.24% of portfolio
23,521
Q1 2025 Added 21.49%
$887M
$468 Million 0.24% of portfolio
7,186
Q1 2025 Added 19.35%
$440B
$446 Million 0.23% of portfolio
3,753
Q1 2025 Reduced 5.37%
$10.9B
$420 Million 0.22% of portfolio
10,517
Q1 2025 Added 14.68%
$0
$429 Million 0.22% of portfolio
764
Q1 2025 Added 58.18%
$2.95T
$413 Million 0.21% of portfolio
1,100
Q1 2025 Added 7.74%
$4.36B
$410 Million 0.21% of portfolio
13,605
Q1 2025 Added 24.76%
$38.7B
$405 Million 0.21% of portfolio
5,714
Q1 2025 Added 17.07%
$49B
$384 Million 0.2% of portfolio
11,220
Q1 2025 Added 21.77%
$44.5B
$386 Million 0.2% of portfolio
2,713
Q1 2025 Added 10.64%
$283M
$364 Million 0.19% of portfolio
22,167
Q1 2025 Added 20.48%
$694B
$379 Million 0.19% of portfolio
712
Q1 2025 Added 12.66%
$960M
$351 Million 0.18% of portfolio
5,209
Q1 2025 Added 17.08%
$1.5B
$348 Million 0.18% of portfolio
8,141
Q1 2025 Added 18.99%
$0
$322 Million 0.17% of portfolio
9,762
Q1 2024 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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