Significant Wealth Partners LLC Incresed Positions in Q1 2025

Significant Wealth Partners LLC

  • $195 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.39K
+ 40.27%
$551.42 - $612.93 $1.32M - $1.47M
8.33K $4.66B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 67.79%
$468.34 - $539.52 $509K - $586K
2.69K $1.26B
GILD
Gilead Sciences, Inc.

Healthcare
616
+ 10.54%
$89.14 - $117.41 $54.9K - $72.3K
6.46K $724M
PLMR
Palomar Holdings, Inc.

Financial Services
517
+ 15.61%
$101.51 - $137.08 $52.5K - $70.9K
3.83K $525M
CTRA
Coterra Energy Inc.

Energy
2.68K
+ 10.04%
$25.51 - $29.83 $68.3K - $79.9K
29.4K $849M
ED
Consolidated Edison Inc

Utilities
509
+ 11.85%
$88.0 - $110.59 $44.8K - $56.3K
4.8K $531M
ASLE
Aer Sale Corp

Industrials
8.92K
+ 13.56%
$6.09 - $8.45 $54.3K - $75.4K
74.7K $559M
IVV
Ishares Core S&P 500 ETF

ETFs
281
+ 58.18%
$554.06 - $615.85 $156K - $173K
764 $429M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 27.73%
$190.26 - $242.06 $293K - $373K
7.1K $1.35B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
321
+ 19.4%
$507.05 - $563.67 $163K - $181K
1.98K $1.02B
SPTN
Spartan Nash CO

Consumer Defensive
4.16K
+ 21.49%
$17.43 - $20.97 $72.5K - $87.3K
23.5K $477M
KR
Kroger CO

Consumer Defensive
948
+ 12.31%
$58.36 - $67.72 $55.3K - $64.2K
8.65K $585M
MMSI
Merit Medical Systems Inc

Healthcare
705
+ 17.53%
$95.64 - $110.29 $67.4K - $77.8K
4.73K $500M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.51K
+ 18.45%
$42.3 - $53.69 $64K - $81.2K
9.72K $506M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
434
+ 17.57%
$88.0 - $115.5 $38.2K - $50.1K
2.9K $331M
HSY
Hershey CO

Consumer Defensive
593
+ 19.68%
$144.74 - $186.36 $85.8K - $111K
3.61K $617M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 12.66%
$442.66 - $534.52 $35.4K - $42.8K
712 $379M
WRB
Berkley W R Corp

Financial Services
655
+ 18.94%
$56.7 - $71.27 $37.1K - $46.7K
4.11K $293M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
272
+ 14.69%
$132.75 - $177.12 $36.1K - $48.2K
2.12K $324M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.01K
+ 21.77%
$30.38 - $34.94 $60.9K - $70.1K
11.2K $384M
KO
Coca Cola CO

Consumer Defensive
717
+ 19.02%
$60.81 - $72.32 $43.6K - $51.9K
4.49K $321M
IVT
Inven Trust Properties Corp.

Real Estate
3.38K
+ 18.67%
$28.36 - $30.77 $95.9K - $104K
21.5K $631M
IMKTA
Ingles Markets Inc

Consumer Defensive
1.17K
+ 19.35%
$59.95 - $67.47 $69.8K - $78.6K
7.19K $468M
NWN
Northwest Natural Holding CO

Utilities
1.3K
+ 18.99%
$38.31 - $42.72 $49.8K - $55.5K
8.14K $348M
XEL
Xcel Energy Inc

Utilities
833
+ 17.07%
$63.37 - $72.1 $52.8K - $60.1K
5.71K $405M
SPOK
Spok Holdings, Inc

Healthcare
3.77K
+ 20.48%
$15.54 - $17.2 $58.6K - $64.8K
22.2K $364M
KMB
Kimberly Clark Corp

Consumer Defensive
261
+ 10.64%
$124.46 - $147.4 $32.5K - $38.5K
2.71K $386M
GIS
General Mills Inc

Consumer Defensive
1.73K
+ 17.61%
$57.56 - $65.3 $99.8K - $113K
11.6K $692M
LQDA
Liquidia Corp

Healthcare
1.78K
+ 14.11%
$11.36 - $16.5 $20.2K - $29.4K
14.4K $212M
SBR
Sabine Royalty Trust

Energy
760
+ 17.08%
$64.04 - $69.75 $48.7K - $53K
5.21K $351M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
1.12K
+ 18.31%
$81.58 - $109.72 $91.3K - $123K
7.23K $635M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.54K
+ 33.28%
$47.25 - $67.02 $120K - $170K
10.2K $485M
CPB
Campbell Soup CO

Consumer Defensive
1.35K
+ 14.68%
$37.29 - $42.04 $50.2K - $56.6K
10.5K $420M
GNE
Genie Energy Ltd.

Utilities
2.68K
+ 20.59%
$13.85 - $15.59 $37K - $41.7K
15.7K $236M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
3.08K
+ 43.17%
$26.24 - $38.48 $80.8K - $119K
10.2K $296M
IONS
Ionis Pharmaceuticals Inc

Healthcare
2.7K
+ 24.76%
$30.17 - $34.97 $81.5K - $94.4K
13.6K $410M
K
Kellogg CO

Consumer Defensive
215
+ 3.94%
$81.06 - $82.9 $17.4K - $17.8K
5.67K $468M
HCC
Warrior Met Coal, Inc.

Basic Materials
1.05K
+ 26.52%
$46.21 - $57.16 $48.5K - $60K
5.01K $239M
CNX
Cnx Resources Corp

Energy
2.03K
+ 26.1%
$27.38 - $37.32 $55.5K - $75.7K
9.8K $308M
VVR
Invesco Senior Income Trust

Financial Services
6.43K
+ 57.67%
$3.55 - $4.15 $22.8K - $26.7K
17.6K $65.9M
NAT
Nordic American Tankers LTD

Industrials
8.79K
+ 54.83%
N/A
24.8K $61.1M
PCAR
Paccar Inc

Industrials
396
+ 14.55%
$96.91 - $112.51 $38.4K - $44.6K
3.12K $304M
SIGA
Siga Technologies Inc

Healthcare
6.05K
+ 21.45%
$5.39 - $6.47 $32.6K - $39.2K
34.3K $188M
STRA
Strategic Education, Inc.

Consumer Defensive
396
+ 17.27%
$79.14 - $103.46 $31.3K - $41K
2.69K $226M
OSUR
Orasure Technologies Inc

Healthcare
4.66K
+ 20.78%
$3.06 - $4.11 $14.2K - $19.1K
27.1K $91.2M
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.17%
$225.19 - $279.95 $450 - $560
1.16K $286M
NG
Novagold Resources Inc

Basic Materials
6.67K
+ 20.92%
$2.92 - $3.57 $19.5K - $23.8K
38.5K $113M
INCY
Incyte Corp

Healthcare
1.01K
+ 14.33%
$60.0 - $75.26 $60.8K - $76.3K
8.09K $490M
VKTX
Viking Therapeutics, Inc.

Healthcare
3.6K
+ 66.63%
$24.15 - $42.89 $86.8K - $154K
8.99K $217M
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Significant Wealth Partners LLC Portfolio

Follow Significant Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Significant Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Significant Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email