Significant Wealth Partners LLC Top Holdings and 13F Report (2024) About Significant Wealth Partners LLCInvestment ActivitySignificant Wealth Partners LLC has $203.58 million in total holdings as of December 31, 2023.Significant Wealth Partners LLC owns shares of 96 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 77.00% of the portfolio was purchased this quarter.About 74.48% of the portfolio was sold this quarter.This quarter, Significant Wealth Partners LLC has purchased 92 new stocks and bought additional shares in 49 stocks.Significant Wealth Partners LLC sold shares of 29 stocks and completely divested from 8 stocks this quarter.Largest Holdings ELEVATION SERIES TRUST $147,025,755SPDR S&P 500 ETF Trust $5,599,477Vanguard S&P 500 ETF $3,494,456United States Cellular $2,954,263Vanguard S&P 500 Growth ETF $2,185,214 Largest New Holdings this Quarter 210322723 - ELEVATION SERIES TRUST $147,025,755 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $935,185 Holding92204A702 - Vanguard Information Technology ETF $689,148 Holding922908736 - Vanguard Growth ETF $388,885 Holding88160R101 - Tesla $342,125 Holding Largest Purchases this Quarter ELEVATION SERIES TRUST 6,466,934 shares (about $147.03M)Vanguard S&P 500 ETF 4,176 shares (about $2.37M)SPDR Portfolio S&P 500 Growth ETF 9,811 shares (about $935.19K)Vanguard Information Technology ETF 1,039 shares (about $689.15K)SPDR S&P 500 ETF Trust 734 shares (about $453.49K) Largest Sales this Quarter Vanguard S&P 500 Growth ETF 537 shares (about $212.93K)Palomar 1,126 shares (about $173.69K)Invesco QQQ 218 shares (about $120.27K)Walmart 940 shares (about $91.91K)AerSale 13,336 shares (about $80.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignificant Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorELEVATION SERIES TRUST$147,025,755$147,025,755 ▲New Holding6,466,93472.2%TRUESHARES ACTIVSPYSPDR S&P 500 ETF Trust$5,599,477$453,494 ▲8.8%9,0632.8%FinanceVOOVanguard S&P 500 ETF$3,494,456$2,372,049 ▲211.3%6,1521.7%ETFUSMUnited States Cellular$2,954,2630.0%46,1821.5%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$2,185,214$212,930 ▼-8.9%5,5111.1%ETFNVDANVIDIA$1,606,301$376,652 ▲30.6%10,1670.8%Computer and TechnologyAMZNAmazon.com$1,507,648$50,679 ▼-3.3%6,8720.7%Retail/WholesaleQQQInvesco QQQ$1,362,713$120,272 ▼-8.1%2,4700.7%FinanceABBVAbbVie$1,294,898$3,341 ▼-0.3%6,9760.6%MedicalSPXLDirexion Daily S&P 500 Bull 3x Shares$1,102,059$219,683 ▲24.9%6,3510.5%ETFCEGConstellation Energy$1,097,711$40,022 ▲3.8%3,4010.5%EnergyTQQQProShares UltraPro QQQ$1,037,759$243,607 ▲30.7%12,5030.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$935,185$935,185 ▲New Holding9,8110.5%ETFAAPLApple$899,494$9,438 ▲1.1%4,3840.4%Computer and TechnologyTNADirexion Daily Small Cap Bull 3X Shares$879,897$308,873 ▲54.1%26,2340.4%ETFUDOWProShares UltraPro Dow30$847,335$164,482 ▲24.1%8,9740.4%ETFABTAbbott Laboratories$824,114$1,904 ▲0.2%6,0590.4%MedicalCTRACoterra Energy$737,924$7,411 ▼-1.0%29,0750.4%EnergyARKKARK Innovation ETF$707,328$8,575 ▼-1.2%10,0630.3%ETFGISGeneral Mills$703,582$103,620 ▲17.3%13,5800.3%Consumer StaplesVGTVanguard Information Technology ETF$689,148$689,148 ▲New Holding1,0390.3%ETFSPTNSpartanNash$660,202$37,139 ▲6.0%24,9230.3%Retail/WholesaleGILDGilead Sciences$638,706$77,496 ▼-10.8%5,7610.3%MedicalWMTWalmart$627,457$91,914 ▼-12.8%6,4170.3%Retail/WholesaleIVTInvenTrust Properties$624,302$35,565 ▲6.0%22,7850.3%FinanceHSYHershey$622,778$24,393 ▲4.1%3,7530.3%Consumer StaplesIONSIonis Pharmaceuticals$612,563$75,029 ▲14.0%15,5040.3%MedicalINCYIncyte$609,359$58,362 ▲10.6%8,9480.3%MedicalVTIVanguard Total Stock Market ETF$552,6880.0%1,8180.3%ETFKRKroger$549,911$70,371 ▼-11.3%7,6660.3%Retail/WholesaleMSFTMicrosoft$505,649$41,267 ▼-7.5%1,0170.2%Computer and TechnologySTRLSterling Infrastructure$479,688$35,302 ▲7.9%2,0790.2%ConstructionEXCExelon$473,326$22,665 ▲5.0%10,9010.2%UtilitiesIMKTAIngles Markets$468,388$12,930 ▲2.8%7,3900.2%Retail/WholesaleMODModine Manufacturing$459,798$106,676 ▲30.2%4,6680.2%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$459,222$63,661 ▼-12.2%2,1280.2%FinanceMMSIMerit Medical Systems$457,865$15,985 ▲3.6%4,8980.2%MedicalCLXClorox$453,318$45,872 ▲11.3%3,7750.2%Consumer StaplesAMDAdvanced Micro Devices$447,836$143,035 ▲46.9%3,1560.2%Computer and TechnologyYUMCYum China$442,244$7,869 ▲1.8%9,8910.2%Retail/WholesaleGNEGenie Energy$433,885$12,741 ▲3.0%16,1420.2%UtilitiesKKellanova$426,584$24,494 ▼-5.4%5,3640.2%Consumer DiscretionaryEDConsolidated Edison$423,588$58,506 ▼-12.1%4,2210.2%UtilitiesPLMRPalomar$416,784$173,686 ▼-29.4%2,7020.2%FinanceSPOKSpok$409,676$17,768 ▲4.5%23,1720.2%Computer and TechnologyXOMExxon Mobil$403,199$1,401 ▼-0.3%3,7400.2%EnergyPDFSPDF Solutions$399,015$129,712 ▲48.2%18,6630.2%Computer and TechnologyVUGVanguard Growth ETF$388,885$388,885 ▲New Holding8870.2%ETFTHE CAMPBELLS COMPANY$385,664$63,322 ▲19.6%12,5830.2%COMAMPHAmphastar Pharmaceuticals$371,447$136,911 ▲58.4%16,1780.2%MedicalKDPKeurig Dr Pepper$370,987$66 ▲0.0%11,2220.2%Consumer StaplesXELXcel Energy$369,124$20,023 ▼-5.1%5,4200.2%UtilitiesASLEAerSale$368,659$80,149 ▼-17.9%61,3410.2%AerospaceKMBKimberly-Clark$361,487$11,732 ▲3.4%2,8040.2%Consumer StaplesCNXCNX Resources$361,117$31,120 ▲9.4%10,7220.2%EnergyDFACDimensional U.S. Core Equity 2 ETF$349,8700.0%9,7620.2%ETFBRK.BBerkshire Hathaway$346,840$972 ▲0.3%7140.2%FinanceVKTXViking Therapeutics$346,249$107,935 ▲45.3%13,0660.2%MedicalCLWClearwater Paper$344,286$18,687 ▲5.7%12,6390.2%Basic MaterialsPCARPACCAR$344,202$47,814 ▲16.1%3,6210.2%Auto/Tires/TrucksTSLATesla$342,125$342,125 ▲New Holding1,0770.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$334,513$2,899 ▼-0.9%1,1540.2%FinanceNFLXNetflix$328,0870.0%2450.2%Consumer DiscretionaryCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$319,116$1,141 ▲0.4%4,4760.2%ManufacturingSBRSabine Royalty Trust$314,888$31,230 ▼-9.0%4,7390.2%EnergyVEAVanguard FTSE Developed Markets ETF$311,788$311,788 ▲New Holding5,4690.2%ETFNVTnVent Electric$309,269$309,269 ▲New Holding4,2220.2%Computer and TechnologyNWNNorthwest Natural Gas$309,130$14,219 ▼-4.4%7,7830.2%UtilitiesKOCocaCola$307,630$9,764 ▼-3.1%4,3480.2%Consumer StaplesHCCWarrior Met Coal$302,665$73,283 ▲31.9%6,6040.1%EnergyRCMTRCM Technologies$295,709$53,834 ▲22.3%12,5460.1%Business ServicesSIGASiga Technologies$285,061$61,627 ▲27.6%43,7210.1%MedicalSFMSprouts Farmers Market$281,205$68,490 ▼-19.6%1,7080.1%Retail/WholesaleWRBW.R. Berkley$261,115$41,144 ▼-13.6%3,5540.1%FinanceRGLDRoyal Gold$257,874$34,502 ▼-11.8%1,4500.1%Basic MaterialsBJBJ's Wholesale Club$254,263$58,875 ▼-18.8%2,3580.1%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$248,8100.0%4,6110.1%ETFSTRAStrategic Education$244,847$15,920 ▲7.0%2,8760.1%Consumer DiscretionaryNRCNational Research$243,461$72,171 ▲42.1%14,4920.1%Business ServicesVTVVanguard Value ETF$240,366$240,366 ▲New Holding1,3600.1%ETFPFEPfizer$229,708$27,320 ▲13.5%9,4760.1%MedicalIAUiShares Gold Trust$227,6140.0%3,6500.1%FinanceNEENextEra Energy$225,989$2,708 ▲1.2%3,2550.1%UtilitiesPMPhilip Morris International$223,124$39,161 ▼-14.9%1,2250.1%Consumer StaplesLANCLancaster Colony$218,045$16,587 ▲8.2%1,2620.1%Consumer StaplesVSTVistra$212,029$212,029 ▲New Holding1,0940.1%UtilitiesCALMCal-Maine Foods$206,447$206,447 ▲New Holding2,0720.1%Basic MaterialsPTLOPortillo's$179,765$45,501 ▼-20.2%15,4040.1%Retail/WholesaleNGNovagold Resources$157,240$413 ▼-0.3%38,4450.1%Basic MaterialsLQDALiquidia Technologies$140,050$39,324 ▼-21.9%11,2400.1%MedicalHLITHarmonic$112,418$112,418 ▲New Holding11,8710.1%Computer and TechnologyOSUROraSure Technologies$110,511$29,310 ▲36.1%36,8370.1%MedicalNATNordic American Tankers$107,454$42,154 ▲64.6%40,8570.1%TransportationARKOARKO$81,495$30,109 ▲58.6%19,2660.0%Consumer StaplesMREOMereo BioPharma Group$60,327$23,008 ▲61.7%22,2610.0%MedicalPSECProspect Capital$35,880$35,880 ▲New Holding11,2830.0%FinanceLISTED FD TR$0$148,838,378 ▼-100.0%00.0%TRUESHARES ACTIVIVViShares Core S&P 500 ETF$0$429,292 ▼-100.0%00.0%ETFMETAMeta Platforms$0$299,710 ▼-100.0%00.0%Computer and TechnologyMCDMcDonald's$0$222,131 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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