Significant Wealth Partners LLC Portfolio Holdings

Significant Wealth Partners LLC

  • $193 Billion
  • Q4 2024

Significant Wealth Partners LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $153B, Spdr S&P 500 ETF Trust with a value of $3.48B, United States Cellular Corp with a value of $2.9B, Vanguard S&P 500 Growth ETF with a value of $2.11B, and Abb Vie Inc. with a value of $1.25B.

Examining the 13F form we can see an decrease of $14M in the current position value, from $193B to 193B.

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 $193 Billion
ETFs: $12.7 Billion
Consumer Defensive: $5.9 Billion
Healthcare: $5.17 Billion
Technology: $3.13 Billion
Communication Services: $3.11 Billion
Utilities: $2.55 Billion
Consumer Cyclical: $2.49 Billion
Energy: $1.68 Billion
Other: $3.56 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$365M
$414 Million 0.21% of portfolio
65,758
Q4 2024 New
$923M
$388 Million 0.2% of portfolio
6,021
Q4 2024 New
$749M
$355 Million 0.18% of portfolio
19,360
Q4 2024 New
$495M
$303 Million 0.16% of portfolio
10,192
Q4 2024 New
$994M
$288 Million 0.15% of portfolio
4,449
Q4 2024 New
$323M
$295 Million 0.15% of portfolio
18,399
Q4 2024 New
$1.42B
$271 Million 0.14% of portfolio
6,842
Q4 2024 New
$1.04B
$271 Million 0.14% of portfolio
10,006
Q4 2024 New
$1.56B
$265 Million 0.14% of portfolio
7,135
Q4 2024 New
$341M
$203 Million 0.1% of portfolio
12,993
Q4 2024 New
$440M
$170 Million 0.09% of portfolio
28,217
Q4 2024 New
$1.04B
$148 Million 0.08% of portfolio
12,616
Q4 2024 New
$1.09B
$106 Million 0.05% of portfolio
31,876
Q4 2024 New
$861M
$66.4 Million 0.03% of portfolio
10,078
Q4 2024 New
$831M
$40.1 Million 0.02% of portfolio
16,036
Q4 2024 New
$372M
$37.8 Million 0.02% of portfolio
10,805
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $193 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 44 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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