Significant Wealth Partners LLC Top Holdings and 13F Report (2024) About Significant Wealth Partners LLCInvestment ActivitySignificant Wealth Partners LLC has $193.18 million in total holdings as of December 31, 2023.Significant Wealth Partners LLC owns shares of 84 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 12.31% of the portfolio was purchased this quarter.About 8.24% of the portfolio was sold this quarter.This quarter, Significant Wealth Partners LLC has purchased 80 new stocks and bought additional shares in 24 stocks.Significant Wealth Partners LLC sold shares of 12 stocks and completely divested from 40 stocks this quarter.Largest Holdings LISTED FD TR $152,899,762SPDR S&P 500 ETF Trust $3,480,274United States Cellular $2,896,535Vanguard S&P 500 Growth ETF $2,110,894AbbVie $1,251,822 Largest New Holdings this Quarter ProShares UltraPro QQQ $641,586 HoldingProShares UltraPro Dow30 $577,984 HoldingDirexion Daily Small Cap Bull 3X Shares $548,879 HoldingInvenTrust Properties $545,575 HoldingVanguard Total Stock Market ETF $532,923 Holding Largest Purchases this Quarter LISTED FD TR 318,442 shares (about $7.64M)SPDR S&P 500 ETF Trust 2,546 shares (about $1.49M)ProShares UltraPro QQQ 8,108 shares (about $641.59K)ProShares UltraPro Dow30 6,113 shares (about $577.98K)Direxion Daily Small Cap Bull 3X Shares 13,106 shares (about $548.88K) Largest Sales this Quarter Direxion Daily S&P 500 Bull 3X 8,269 shares (about $1.39M)McDonald's 1,514 shares (about $438.87K)Exxon Mobil 2,859 shares (about $307.51K)Kellanova 3,109 shares (about $251.74K)Microsoft 487 shares (about $205.20K) 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$152,899,762$7,639,424 ▲5.3%6,373,47979.1%TRUESHARES ACTIVSPYSPDR S&P 500 ETF Trust$3,480,274$1,492,216 ▲75.1%5,9381.8%FinanceUSMUnited States Cellular$2,896,5350.0%46,1821.5%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$2,110,894$98,462 ▲4.9%5,7671.1%ETFABBVAbbVie$1,251,822$144,462 ▼-10.3%7,0450.6%MedicalAMZNAmazon.com$1,220,028$388,540 ▲46.7%5,5610.6%Retail/WholesaleNVDANVIDIA$1,086,000$94,406 ▲9.5%8,0870.6%Computer and TechnologyAAPLApple$1,084,101$7,012 ▲0.7%4,3290.6%Computer and TechnologyVOOVanguard S&P 500 ETF$891,677$53,339 ▲6.4%1,6550.5%ETFSPXLDirexion Daily S&P 500 Bull 3X$884,765$1,394,875 ▼-61.2%5,2450.5%ETFQQQInvesco QQQ$818,756$70,018 ▲9.4%1,6020.4%FinanceCEGConstellation Energy$735,669$224 ▲0.0%3,2880.4%Oils/EnergyWMTWalmart$698,175$38,943 ▼-5.3%7,7270.4%Retail/WholesaleCTRACoterra Energy$681,602$226,205 ▲49.7%26,6880.4%Oils/EnergyABTAbbott Laboratories$678,567$111,417 ▲19.6%5,9990.4%MedicalTQQQProShares UltraPro QQQ$641,586$641,586 ▲New Holding8,1080.3%ETFGISGeneral Mills$627,894$208,150 ▲49.6%9,8460.3%Consumer StaplesUDOWProShares UltraPro Dow30$577,984$577,984 ▲New Holding6,1130.3%ETFIWMiShares Russell 2000 ETF$577,794$167,041 ▲40.7%2,6150.3%FinanceTNADirexion Daily Small Cap Bull 3X Shares$548,879$548,879 ▲New Holding13,1060.3%ETFIVTInvenTrust Properties$545,575$545,575 ▲New Holding18,1070.3%FinanceGILDGilead Sciences$539,798$19,767 ▼-3.5%5,8440.3%MedicalVTIVanguard Total Stock Market ETF$532,923$532,923 ▲New Holding1,8390.3%ETFHSYHershey$510,178$281,080 ▲122.7%3,0130.3%Consumer StaplesCLXClorox$506,118$94,044 ▼-15.7%3,1160.3%Consumer StaplesINCYIncyte$488,808$269,166 ▲122.5%7,0770.3%MedicalKRKroger$470,778$74,539 ▲18.8%7,6990.2%Retail/WholesaleKKellanova$441,857$251,738 ▼-36.3%5,4570.2%Consumer DiscretionaryARKKARK Innovation ETF$433,836$175,022 ▲67.6%7,6420.2%ETFMSFTMicrosoft$430,202$205,199 ▼-32.3%1,0210.2%Computer and TechnologyXOMExxon Mobil$426,575$307,508 ▼-41.9%3,9660.2%Oils/EnergyASLEAerSale$414,275$414,275 ▲New Holding65,7580.2%AerospaceYUMCYum China$395,090$395,090 ▲New Holding8,2020.2%Retail/WholesaleEXCExelon$393,301$1,844 ▲0.5%10,4490.2%UtilitiesMMSIMerit Medical Systems$389,008$389,008 ▲New Holding4,0220.2%MedicalIMKTAIngles Markets$387,993$387,993 ▲New Holding6,0210.2%Retail/WholesaleTHE CAMPBELLS COMPANY$384,101$8,753 ▲2.3%9,1710.2%COMEDConsolidated Edison$383,265$11,779 ▲3.2%4,2950.2%UtilitiesIONSIonis Pharmaceuticals$381,239$381,239 ▲New Holding10,9050.2%MedicalSPTNSpartanNash$354,675$354,675 ▲New Holding19,3600.2%Retail/WholesalePLMRPalomar$349,608$349,608 ▲New Holding3,3110.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$337,6680.0%9,7620.2%ETFXELXcel Energy$329,565$329,565 ▲New Holding4,8810.2%UtilitiesKMBKimberly-Clark$321,275$81,498 ▼-20.2%2,4520.2%Consumer StaplesMODModine Manufacturing$308,722$308,722 ▲New Holding2,6630.2%Auto/Tires/TrucksCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$306,346$896 ▲0.3%4,4440.2%ManufacturingCLWClearwater Paper$303,416$303,416 ▲New Holding10,1920.2%Basic MaterialsKDPKeurig Dr Pepper$295,954$295,954 ▲New Holding9,2140.2%Consumer StaplesSPOKSpok$295,304$295,304 ▲New Holding18,3990.2%Computer and TechnologySBRSabine Royalty Trust$288,340$288,340 ▲New Holding4,4490.1%Oils/EnergyBRK.BBerkshire Hathaway$286,473$22,664 ▲8.6%6320.1%FinanceCNXCNX Resources$284,926$284,926 ▲New Holding7,7700.1%Oils/EnergyIVViShares Core S&P 500 ETF$284,332$284,332 ▲New Holding4830.1%ETFPCARPACCAR$283,143$283,143 ▲New Holding2,7220.1%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$278,427$1,917 ▲0.7%1,1620.1%FinancePDFSPDF Solutions$270,962$270,962 ▲New Holding10,0060.1%Computer and TechnologyNWNNorthwest Natural$270,670$270,670 ▲New Holding6,8420.1%UtilitiesSTRLSterling Infrastructure$267,330$267,330 ▲New Holding1,5870.1%ConstructionAMPHAmphastar Pharmaceuticals$264,923$264,923 ▲New Holding7,1350.1%MedicalAMDAdvanced Micro Devices$261,994$32,251 ▲14.0%2,1690.1%Computer and TechnologyTSLATesla$261,688$56,134 ▼-17.7%6480.1%Auto/Tires/TrucksDFATDimensional U.S. Targeted Value ETF$256,6480.0%4,6110.1%ETFMCDMcDonald's$237,988$438,872 ▼-64.8%8210.1%Retail/WholesaleSFMSprouts Farmers Market$235,334$235,334 ▲New Holding1,8520.1%Retail/WholesaleKOCoca-Cola$234,658$234,658 ▲New Holding3,7690.1%Consumer StaplesNEENextEra Energy$230,432$50,904 ▼-18.1%3,2140.1%UtilitiesCATCaterpillar$220,931$220,931 ▲New Holding6090.1%Industrial ProductsBJBJ's Wholesale Club$220,695$220,695 ▲New Holding2,4700.1%Consumer DiscretionaryNFLXNetflix$218,373$218,373 ▲New Holding2450.1%Consumer DiscretionaryVKTXViking Therapeutics$217,175$217,175 ▲New Holding5,3970.1%MedicalHCCWarrior Met Coal$214,573$214,573 ▲New Holding3,9560.1%Oils/EnergySTRAStrategic Education$214,212$214,212 ▲New Holding2,2930.1%Consumer DiscretionaryPFEPfizer$212,028$212,028 ▲New Holding7,9920.1%MedicalGNEGenie Energy$202,561$202,561 ▲New Holding12,9930.1%UtilitiesWRBW. R. Berkley$202,421$202,421 ▲New Holding3,4590.1%FinanceSIGASIGA Technologies$169,584$169,584 ▲New Holding28,2170.1%MedicalLQDALiquidia$148,364$148,364 ▲New Holding12,6160.1%MedicalNGNovaGold Resources$106,147$106,147 ▲New Holding31,8760.1%Basic MaterialsOSUROraSure Technologies$80,904$80,904 ▲New Holding22,4110.0%MedicalARKOArko$66,414$66,414 ▲New Holding10,0780.0%Consumer StaplesVVRInvesco Senior Income Trust$44,023$44,023 ▲New Holding11,1450.0%Financial ServicesNATNordic American Tankers$40,090$40,090 ▲New Holding16,0360.0%TransportationMREOMereo BioPharma Group$37,818$37,818 ▲New Holding10,8050.0%MedicalAMRNAmarin$16,6420.0%34,3130.0%MedicalFSLRFirst Solar$0$769,522 ▼-100.0%00.0%Oils/EnergyPGRProgressive$0$628,794 ▼-100.0%00.0%FinanceTSCOTractor Supply$0$553,784 ▼-100.0%00.0%Retail/WholesaleLLYEli Lilly and Company$0$550,275 ▼-100.0%00.0%MedicalAZNAstraZeneca$0$504,031 ▼-100.0%00.0%MedicalNOCNorthrop Grumman$0$493,458 ▼-100.0%00.0%AerospaceSOSouthern$0$492,971 ▼-100.0%00.0%UtilitiesMRKMerck & Co., Inc.$0$450,970 ▼-100.0%00.0%MedicalCAHCardinal Health$0$449,172 ▼-100.0%00.0%MedicalPEPPepsiCo$0$426,958 ▼-100.0%00.0%Consumer StaplesHUMHumana$0$419,808 ▼-100.0%00.0%MedicalVZVerizon Communications$0$416,111 ▼-100.0%00.0%Computer and TechnologyHRLHormel Foods$0$408,451 ▼-100.0%00.0%Consumer StaplesCLColgate-Palmolive$0$381,123 ▼-100.0%00.0%Consumer StaplesLWLamb Weston$0$354,080 ▼-100.0%00.0%Consumer StaplesPTLOPortillo's$0$349,156 ▼-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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.