Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $152 Billion
  • Q1 2024

Significant Wealth Partners LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $152 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sixth Street Specialty Lending, Inc. with a value of $4.35B, Orchid Is Cap Inc with a value of $4.1B, Oaktree Specialty Lending CO with a value of $4.01B, Cornerstone Total Return Fund Inc with a value of $3.98B, and International Seaways, Inc. with a value of $3.98B.

Examining the 13F form we can see an increase of $15B in the current position value, from $137B to 152B.

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 $152 Billion
ETFs: $29.5 Billion
Financial Services: $26.8 Billion
Energy: $17.1 Billion
Industrials: $12.4 Billion
Real Estate: $12.2 Billion
Consumer Defensive: $11.8 Billion
Utilities: $8.27 Billion
Healthcare: $5.82 Billion
Other: $15.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.35 Billion 2.85% of portfolio
202,899
Q1 2024 Added 949.77%
Orchid Is Cap Inc
-
$4.1 Billion 2.69% of portfolio
-
Q1 2024 Added 266.79%
Oaktree Specialty Lending CO
-
$4.01 Billion 2.63% of portfolio
-
Q1 2024 Added 217.9%
$0
$3.98 Billion 2.61% of portfolio
530,604
Q1 2024 Added 15.87%
$2.96B
$3.98 Billion 2.61% of portfolio
74,803
Q1 2024 Added 721.56%
$0
$3.96 Billion 2.6% of portfolio
276,751
Q1 2024 Added 60.82%
$1.92B
$3.94 Billion 2.58% of portfolio
342,390
Q1 2024 Reduced 27.62%
Frontline PLC
-
$3.61 Billion 2.37% of portfolio
-
Q1 2024 Added 569.63%
$0
$3.57 Billion 2.35% of portfolio
475,332
Q1 2024 Reduced 13.2%
$0
$3.48 Billion 2.28% of portfolio
164,523
Q1 2024 Added 931.75%
$2.72B
$3.45 Billion 2.26% of portfolio
21,465
Q1 2024 Added 903.98%
$2.38B
$3.33 Billion 2.19% of portfolio
110,830
Q1 2024 Added 897.39%
$33.3B
$3.21 Billion 2.11% of portfolio
89,560
Q1 2024 Added 218.74%
$1.93B
$3.16 Billion 2.08% of portfolio
43,798
Q1 2024 Added 1,048.05%
$862M
$3.15 Billion 2.07% of portfolio
803,257
Q1 2024 Reduced 20.93%
$0
$2.78 Billion 1.82% of portfolio
155,135
Q1 2024 Added 54.25%
$0
$2.54 Billion 1.67% of portfolio
133,226
Q1 2024 Added 796.3%
$733M
$2.48 Billion 1.63% of portfolio
319,224
Q1 2024 Added 1,361.58%
$0
$2.45 Billion 1.61% of portfolio
189,313
Q1 2024 Added 304.81%
$2.51B
$2.45 Billion 1.61% of portfolio
37,500
Q1 2024 Added 229.67%
$3.58B
$2.3 Billion 1.51% of portfolio
31,321
Q1 2024 Added 629.75%
$942M
$2.27 Billion 1.49% of portfolio
35,934
Q1 2024 Reduced 8.07%
$5.38B
$2.26 Billion 1.48% of portfolio
228,286
Q1 2024 Added 778.77%
$7.78B
$2.08 Billion 1.36% of portfolio
65,631
Q1 2024 Added 377.14%
$39.9B
$1.85 Billion 1.21% of portfolio
26,415
Q1 2024 Reduced 2.7%
$0
$1.74 Billion 1.14% of portfolio
3,331
Q1 2024 Added 72.59%
$9.7B
$1.74 Billion 1.14% of portfolio
103,463
Q1 2024 Added 690.4%
$302B
$1.73 Billion 1.13% of portfolio
9,495
Q1 2024 Added 26.6%
$2.82B
$1.69 Billion 1.11% of portfolio
46,182
Q4 2023 New
$2.55B
$1.6 Billion 1.05% of portfolio
86,717
Q1 2024 Added 192.39%
$0
$1.5 Billion 0.99% of portfolio
77,854
Q1 2024 Reduced 64.9%
$20.8B
$1.48 Billion 0.97% of portfolio
9,997
Q1 2024 Added 88.41%
$0
$1.38 Billion 0.9% of portfolio
4,513
Q1 2024 Reduced 14.62%
$46.7B
$1.28 Billion 0.84% of portfolio
9,870
Q1 2024 Added 270.5%
$0
$1.26 Billion 0.83% of portfolio
24,869
Q1 2024 Added 117.65%
$0
$1.24 Billion 0.82% of portfolio
47,512
Q1 2024 New
$27.3B
$1.26 Billion 0.82% of portfolio
6,457
Q1 2024 Reduced 27.44%
$903M
$1.24 Billion 0.81% of portfolio
75,288
Q1 2024 New
$786M
$1.19 Billion 0.78% of portfolio
38,889
Q1 2024 New
$524M
$1.19 Billion 0.78% of portfolio
95,245
Q1 2024 New
$314B
$1.17 Billion 0.77% of portfolio
1,300
Q1 2024 Reduced 25.88%
$729M
$1.14 Billion 0.75% of portfolio
41,084
Q1 2024 New
$0
$1.13 Billion 0.74% of portfolio
8,414
Q1 2024 New
$0
$1.02 Billion 0.67% of portfolio
24,262
Q1 2024 Added 90.16%
$19.8B
$964 Million 0.63% of portfolio
16,821
Q1 2024 Added 170.04%
$87.2B
$945 Million 0.62% of portfolio
12,896
Q1 2024 Reduced 22.78%
$0
$922 Million 0.6% of portfolio
18,329
Q1 2024 Added 84.88%
$29.4B
$906 Million 0.59% of portfolio
3,463
Q1 2024 Added 7.08%
$3.06B
$890 Million 0.58% of portfolio
8,599
Q1 2024 Reduced 58.06%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $152 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 60 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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