Significant Wealth Partners LLC Top Holdings and 13F Report (2024) About Significant Wealth Partners LLCInvestment ActivitySignificant Wealth Partners LLC has $193.20 million in total holdings as of December 31, 2023.Significant Wealth Partners LLC owns shares of 80 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 5.63% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, Significant Wealth Partners LLC has purchased 74 new stocks and bought additional shares in 57 stocks.Significant Wealth Partners LLC sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings LISTED FD TR $153,646,577United States Cellular $2,523,846Direxion Daily S&P 500 Bull 3X $2,215,577SPDR S&P 500 ETF Trust $1,946,371Vanguard S&P 500 Growth ETF $1,898,256 Largest New Holdings this Quarter Portillo's $349,156 HoldingOld Dominion Freight Line $235,037 HoldingOracle $234,557 HoldingMonster Beverage $233,669 HoldingT-Mobile US $232,352 Holding Largest Purchases this Quarter LISTED FD TR 170,762 shares (about $4.33M)Vanguard S&P 500 Growth ETF 1,613 shares (about $556.91K)Portillo's 25,921 shares (about $349.16K)Invesco QQQ 685 shares (about $334.41K)Amazon.com 1,623 shares (about $302.41K) Largest Sales this Quarter Constellation Energy 39 shares (about $10.14K)JPMorgan Chase & Co. 48 shares (about $10.12K)Eos Energy Enterprises 2,594 shares (about $7.70K)Exelon 123 shares (about $4.99K)Berkshire Hathaway 4 shares (about $1.84K) 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 PortfolioSectorLISTED FD TR$153,646,577$4,333,086 ▲2.9%6,055,03779.5%TRUESHARES ACTIVUSMUnited States Cellular$2,523,8460.0%46,1821.3%Computer and TechnologySPXLDirexion Daily S&P 500 Bull 3X$2,215,577$261,987 ▲13.4%13,5141.1%ETFSPYSPDR S&P 500 ETF Trust$1,946,371$14,345 ▲0.7%3,3921.0%FinanceVOOGVanguard S&P 500 Growth ETF$1,898,256$556,909 ▲41.5%5,4981.0%ETFABBVAbbVie$1,551,764$22,907 ▲1.5%7,8580.8%MedicalAAPLApple$1,002,163$201,784 ▲25.2%4,3010.5%Computer and TechnologyNVDANVIDIA$896,701$92,779 ▲11.5%7,3840.5%Computer and TechnologyCEGConstellation Energy$854,784$10,142 ▼-1.2%3,2870.4%Oils/EnergyVOOVanguard S&P 500 ETF$821,133$11,082 ▲1.4%1,5560.4%ETFXOMExxon Mobil$799,970$29,537 ▲3.8%6,8250.4%Oils/EnergyFSLRFirst Solar$769,522$49,888 ▲6.9%3,0850.4%Oils/EnergyQQQInvesco QQQ$715,189$334,406 ▲87.8%1,4650.4%FinanceMCDMcDonald's$711,053$118,763 ▲20.1%2,3350.4%Retail/WholesaleAMZNAmazon.com$706,191$302,414 ▲74.9%3,7900.4%Retail/WholesaleKKellanova$691,368$46,812 ▲7.3%8,5660.4%Consumer DiscretionaryWMTWalmart$658,722$96,168 ▲17.1%8,1580.3%Retail/WholesaleMSFTMicrosoft$649,025$31,418 ▲5.1%1,5080.3%Computer and TechnologyPGRProgressive$628,794$48,466 ▲8.4%2,4780.3%FinanceCLXClorox$601,879$62,713 ▲11.6%3,6950.3%Consumer StaplesABTAbbott Laboratories$571,630$1,710 ▲0.3%5,0140.3%MedicalTSCOTractor Supply$553,784$43,651 ▲8.6%1,9030.3%Retail/WholesaleLLYEli Lilly and Company$550,275$54,939 ▲11.1%6210.3%MedicalGILDGilead Sciences$507,910$31,692 ▲6.7%6,0580.3%MedicalAZNAstraZeneca$504,031$8,493 ▲1.7%6,4690.3%MedicalNOCNorthrop Grumman$493,458$63,399 ▲14.7%9340.3%AerospaceSOSouthern$492,971$37,061 ▲8.1%5,4670.3%UtilitiesGISGeneral Mills$486,086$61,444 ▲14.5%6,5820.3%Consumer StaplesMRKMerck & Co., Inc.$450,970$52,581 ▲13.2%3,9710.2%MedicalCAHCardinal Health$449,172$15,252 ▲3.5%4,0640.2%MedicalCPBCampbell Soup$438,397$45,395 ▲11.6%8,9620.2%Consumer DefensiveKMBKimberly-Clark$437,423$35,290 ▲8.8%3,0740.2%Consumer StaplesEDConsolidated Edison$433,499$40,195 ▲10.2%4,1630.2%UtilitiesCTRACoterra Energy$427,051$54,941 ▲14.8%17,8310.2%Oils/EnergyPEPPepsiCo$426,958$36,387 ▲9.3%2,5110.2%Consumer StaplesEXCExelon$421,711$4,988 ▼-1.2%10,4000.2%UtilitiesHUMHumana$419,808$40,872 ▲10.8%1,3250.2%MedicalVZVerizon Communications$416,111$9,746 ▲2.4%9,2650.2%Computer and TechnologyIWMiShares Russell 2000 ETF$410,600$22,087 ▲5.7%1,8590.2%FinanceHRLHormel Foods$408,451$39,751 ▲10.8%12,8850.2%Consumer StaplesCLColgate-Palmolive$381,123$20,453 ▲5.7%3,6710.2%Consumer StaplesKRKroger$371,298$33,577 ▲9.9%6,4800.2%Retail/WholesaleLWLamb Weston$354,080$89,669 ▲33.9%5,4690.2%Consumer StaplesPTLOPortillo's$349,156$349,156 ▲New Holding25,9210.2%Retail/WholesaleATOAtmos Energy$340,741$22,614 ▲7.1%2,4560.2%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$334,7390.0%9,7620.2%ETFNEENextEra Energy$331,718$16,654 ▲5.3%3,9240.2%UtilitiesDGDollar General$330,746$66,048 ▲25.0%3,9110.2%Retail/WholesaleCOSTCostco Wholesale$325,425$21,281 ▲7.0%3670.2%Retail/WholesaleAMDAdvanced Micro Devices$312,080$40,200 ▲14.8%1,9020.2%Computer and TechnologyCDNSCadence Design Systems$309,245$39,299 ▲14.6%1,1410.2%Computer and TechnologyCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$309,220$1,047 ▲0.3%4,4310.2%ManufacturingSJMJ. M. Smucker$292,515$32,098 ▲12.3%2,4150.2%Consumer StaplesPGProcter & Gamble$288,875$36,542 ▲14.5%1,6680.1%Consumer StaplesBRK.BBerkshire Hathaway$267,871$1,841 ▼-0.7%5820.1%FinanceAVGOBroadcom$263,650$241,046 ▲1,066.4%1,5280.1%Computer and TechnologyCBOECboe Global Markets$262,984$20,277 ▲8.4%1,2840.1%Financial ServicesHSYHershey$259,544$46,231 ▲21.7%1,3530.1%Consumer StaplesDFATDimensional U.S. Targeted Value ETF$256,5100.0%4,6110.1%ETFJPMJPMorgan Chase & Co.$243,269$10,119 ▼-4.0%1,1540.1%FinanceMCKMcKesson$241,310$23,735 ▲10.9%4880.1%MedicalVRTXVertex Pharmaceuticals$236,261$16,743 ▲7.6%5080.1%MedicalODFLOld Dominion Freight Line$235,037$235,037 ▲New Holding1,1830.1%TransportationORCLOracle$234,557$234,557 ▲New Holding1,3770.1%Computer and TechnologyMNSTMonster Beverage$233,669$233,669 ▲New Holding4,4790.1%Consumer StaplesTMUST-Mobile US$232,352$232,352 ▲New Holding1,1260.1%Computer and TechnologyWECWEC Energy Group$227,435$227,435 ▲New Holding2,3650.1%UtilitiesROLRollins$222,927$13,253 ▲6.3%4,4070.1%ConstructionLMTLockheed Martin$221,718$221,718 ▲New Holding3790.1%AerospaceARKKARK Innovation ETF$216,6890.0%4,5590.1%ETFNEMNewmont$216,647$216,647 ▲New Holding4,0530.1%Basic MaterialsMKTXMarketAxess$213,278$213,278 ▲New Holding8320.1%FinanceINCYIncyte$210,198$210,198 ▲New Holding3,1800.1%MedicalTSLATesla$205,903$205,903 ▲New Holding7870.1%Auto/Tires/TrucksMOHMolina Healthcare$200,534$200,534 ▲New Holding5820.1%MedicalEOSEEos Energy Enterprises$31,449$7,704 ▼-19.7%10,5890.0%Industrial ProductsAMRNAmarin$21,511$176 ▼-0.8%34,3130.0%MedicalFRSXForesight Autonomous$7,455$289 ▼-3.7%10,5010.0%Business ServicesMOMENTUS INC$7,202$78 ▲1.1%16,3060.0%CL A NEWHTOOFusion Fuel Green$5,348$111 ▲2.1%10,4250.0%Industrial ProductsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$241,821 ▼-100.0%00.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$0$225,697 ▼-100.0%00.0%ETFCIGCEMIG$0$20,977 ▼-100.0%00.0%UtilitiesARQQArqit Quantum$0$9,731 ▼-100.0%00.0%Business ServicesKOPNKopin$0$9,388 ▼-100.0%00.0%Computer and TechnologyDNAGinkgo Bioworks$0$5,893 ▼-100.0%00.0%MedicalShowing 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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