Significant Wealth Partners LLC Reduced Holdings in Q2 2025

Significant Wealth Partners LLC

  • $204 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ASLE
Aer Sale Corp

Industrials
-13.3K
- 17.86%
$5.72 - $7.7 $76.3K - $103K
61.3K $369M
ABBV
Abb Vie Inc.

Healthcare
-18
- 0.26%
$170.16 - $206.27 $3.06K - $3.71K
6.98K $1.29B
CTRA
Coterra Energy Inc.

Energy
-292
- 0.99%
$22.6 - $29.07 $6.6K - $8.49K
29.1K $738M
PLMR
Palomar Holdings, Inc.

Financial Services
-1.13K
- 29.41%
$129.99 - $175.67 $146K - $198K
2.7K $417M
ED
Consolidated Edison Inc

Utilities
-583
- 12.14%
$98.05 - $113.3 $57.2K - $66.1K
4.22K $424M
GILD
Gilead Sciences, Inc.

Healthcare
-699
- 10.82%
$96.91 - $113.0 $67.7K - $79K
5.76K $639M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-546
- 18.8%
$107.83 - $119.94 $58.9K - $65.5K
2.36K $254M
LQDA
Liquidia Corp

Healthcare
-3.16K
- 21.92%
$11.99 - $19.3 $37.8K - $60.9K
11.2K $140M
PTLO
Portillo'S Inc.

Consumer Cyclical
-3.9K
- 20.2%
$10.34 - $13.35 $40.3K - $52.1K
15.4K $180M
XOM
Exxon Mobil Corp

Energy
-13
- 0.35%
$99.93 - $119.04 $1.3K - $1.55K
3.74K $403M
K
Kellogg CO

Consumer Defensive
-308
- 5.43%
$77.85 - $82.88 $24K - $25.5K
5.36K $427M
NWN
Northwest Natural Holding CO

Utilities
-358
- 4.4%
$39.62 - $44.11 $14.2K - $15.8K
7.78K $309M
SBR
Sabine Royalty Trust

Energy
-470
- 9.02%
$60.25 - $68.76 $28.3K - $32.3K
4.74K $315M
KR
Kroger CO

Consumer Defensive
-981
- 11.34%
$64.62 - $74.0 $63.4K - $72.6K
7.67K $550M
XEL
Xcel Energy Inc

Utilities
-294
- 5.15%
$65.65 - $72.39 $19.3K - $21.3K
5.42K $369M
WRB
Berkley W R Corp

Financial Services
-560
- 13.61%
$64.28 - $75.17 $36K - $42.1K
3.55K $261M
IWM
Ishares Russell 2000 ETF

ETFs
-295
- 12.17%
$174.82 - $215.79 $51.6K - $63.7K
2.13K $459M
WMT
Walmart Inc.

Consumer Defensive
-940
- 12.78%
$81.79 - $99.98 $76.9K - $94K
6.42K $627M
KO
Coca Cola CO

Consumer Defensive
-138
- 3.08%
$68.37 - $73.9 $9.44K - $10.2K
4.35K $308M
RGLD
Royal Gold Inc

Basic Materials
-194
- 11.8%
$155.48 - $186.71 $30.2K - $36.2K
1.45K $258M
PM
Philip Morris International Inc.

Consumer Defensive
-215
- 14.93%
$149.23 - $184.95 $32.1K - $39.8K
1.23K $223M
NG
Novagold Resources Inc

Basic Materials
-101
- 0.26%
$2.28 - $4.98 $230 - $503
38.4K $157M
JPM
Jpmorgan Chase & CO

Financial Services
-10
- 0.86%
$210.28 - $289.91 $2.1K - $2.9K
1.15K $335M
MSFT
Microsoft Corp

Technology
-83
- 7.55%
$354.56 - $497.45 $29.4K - $41.3K
1.02K $506M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-218
- 8.11%
$416.06 - $551.64 $90.7K - $120K
2.47K $1.36B
AMZN
Amazon Com Inc

Consumer Cyclical
-231
- 3.25%
$167.32 - $223.3 $38.7K - $51.6K
6.87K $1.51B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-537
- 8.88%
$299.15 - $396.54 $161K - $213K
5.51K $2.19B
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-122
- 1.2%
$40.51 - $71.03 $4.94K - $8.67K
10.1K $707M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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