Significant Wealth Partners LLC Top Holdings and 13F Report (2024) About Significant Wealth Partners LLCInvestment ActivitySignificant Wealth Partners LLC has $195.15 million in total holdings as of December 31, 2023.Significant Wealth Partners LLC owns shares of 92 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 4.70% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Significant Wealth Partners LLC has purchased 84 new stocks and bought additional shares in 66 stocks.Significant Wealth Partners LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings LISTED FD TR $148,838,378SPDR S&P 500 ETF Trust $4,658,901United States Cellular $3,193,485Vanguard S&P 500 Growth ETF $2,023,082AbbVie $1,465,477 Largest New Holdings this Quarter 30303M102 - Meta Platforms $299,710 Holding780287108 - Royal Gold $268,814 Holding73642K106 - Portillo's $229,513 Holding718172109 - Philip Morris International $228,579 Holding464285204 - iShares Gold Trust $215,204 Holding Largest Purchases this Quarter LISTED FD TR 66,953 shares (about $1.55M)SPDR S&P 500 ETF Trust 2,391 shares (about $1.34M)Invesco QQQ 1,086 shares (about $509.29K)Meta Platforms 520 shares (about $299.71K)Amazon.com 1,542 shares (about $293.38K) Largest Sales this Quarter iShares Russell 2000 ETF 192 shares (about $38.30K)McDonald's 110 shares (about $34.37K)NVIDIA 304 shares (about $32.95K)Walmart 370 shares (about $32.48K)Exxon Mobil 213 shares (about $25.33K) 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$148,838,378$1,547,284 ▲1.1%6,440,43276.3%TRUESHARES ACTIVSPYSPDR S&P 500 ETF Trust$4,658,901$1,337,427 ▲40.3%8,3292.4%FinanceUSMUnited States Cellular$3,193,4850.0%46,1821.6%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$2,023,082$93,996 ▲4.9%6,0481.0%ETFABBVAbbVie$1,465,477$10,686 ▼-0.7%6,9940.8%MedicalAMZNAmazon.com$1,351,417$293,381 ▲27.7%7,1030.7%Retail/WholesaleQQQInvesco QQQ$1,260,568$509,292 ▲67.8%2,6880.6%FinanceVOOVanguard S&P 500 ETF$1,015,427$164,955 ▲19.4%1,9760.5%ETFAAPLApple$963,630$1,999 ▲0.2%4,3380.5%Computer and TechnologyCTRACoterra Energy$848,693$77,422 ▲10.0%29,3670.4%EnergyNVDANVIDIA$843,516$32,947 ▼-3.8%7,7830.4%Computer and TechnologyABTAbbott Laboratories$801,908$6,102 ▲0.8%6,0450.4%MedicalGILDGilead Sciences$723,896$69,028 ▲10.5%6,4600.4%MedicalSPXLDirexion Daily S&P 500 Bull 3x Shares$713,822$22,460 ▼-3.1%5,0850.4%ETFGISGeneral Mills$692,360$103,675 ▲17.6%11,5800.4%Consumer StaplesCEGConstellation Energy$660,695$2,218 ▼-0.3%3,2770.3%EnergyWMTWalmart$645,835$32,480 ▼-4.8%7,3570.3%Retail/WholesaleUDOWProShares UltraPro Dow30$635,114$98,271 ▲18.3%7,2320.3%ETFIVTInvenTrust Properties$631,074$99,271 ▲18.7%21,4870.3%FinanceHSYHershey$616,679$101,412 ▲19.7%3,6060.3%Consumer StaplesKRKroger$585,329$64,172 ▲12.3%8,6470.3%Retail/WholesaleASLEAerSale$559,331$66,803 ▲13.6%74,6770.3%AerospaceTQQQProShares UltraPro QQQ$548,246$83,658 ▲18.0%9,5680.3%ETFEDConsolidated Edison$531,244$56,287 ▲11.9%4,8040.3%UtilitiesPLMRPalomar$524,742$70,870 ▲15.6%3,8280.3%FinanceYUMCYum China$505,772$78,768 ▲18.4%9,7150.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$499,788$5,773 ▼-1.1%1,8180.3%ETFMMSIMerit Medical Systems$499,691$74,526 ▲17.5%4,7270.3%MedicalCLXClorox$499,588$40,786 ▲8.9%3,3930.3%Consumer StaplesTNADirexion Daily Small Cap Bull 3X Shares$498,152$114,670 ▲29.9%17,0250.3%ETFINCYIncyte$489,910$61,398 ▲14.3%8,0910.3%MedicalARKKARK Innovation ETF$484,602$120,996 ▲33.3%10,1850.2%ETFIWMiShares Russell 2000 ETF$483,291$38,296 ▼-7.3%2,4230.2%FinanceEXCExelon$478,278$3,226 ▼-0.7%10,3790.2%UtilitiesSPTNSpartanNash$476,535$84,302 ▲21.5%23,5210.2%Retail/WholesaleIMKTAIngles Markets$468,029$75,877 ▲19.3%7,1860.2%Retail/WholesaleKKellanova$467,872$17,735 ▲3.9%5,6720.2%Consumer DiscretionaryXOMExxon Mobil$446,312$25,330 ▼-5.4%3,7530.2%EnergyIVViShares Core S&P 500 ETF$429,292$157,894 ▲58.2%7640.2%ETFTHE CAMPBELLS COMPANY$419,850$53,734 ▲14.7%10,5170.2%COMMSFTMicrosoft$412,988$29,660 ▲7.7%1,1000.2%Computer and TechnologyIONSIonis Pharmaceuticals$410,463$81,459 ▲24.8%13,6050.2%MedicalXELXcel Energy$404,506$58,970 ▲17.1%5,7140.2%UtilitiesKMBKimberly-Clark$385,840$37,119 ▲10.6%2,7130.2%Consumer StaplesKDPKeurig Dr Pepper$383,960$68,647 ▲21.8%11,2200.2%Consumer StaplesBRK.BBerkshire Hathaway$379,197$42,606 ▲12.7%7120.2%FinanceSPOKSpok$364,432$61,947 ▲20.5%22,1670.2%Computer and TechnologySBRSabine Royalty Trust$351,422$51,273 ▲17.1%5,2090.2%EnergyNWNNorthwest Natural$347,800$55,496 ▲19.0%8,1410.2%UtilitiesBJBJ's Wholesale Club$331,346$49,519 ▲17.6%2,9040.2%Consumer DiscretionarySFMSprouts Farmers Market$324,207$41,518 ▲14.7%2,1240.2%Retail/WholesaleDFACDimensional U.S. Core Equity 2 ETF$322,0480.0%9,7620.2%ETFKOCoca-Cola$321,287$51,351 ▲19.0%4,4860.2%Consumer StaplesCNXCNX Resources$308,441$63,841 ▲26.1%9,7980.2%EnergyCFOVictoryShares US 500 Enhanced Volatility Wtd ETF$305,573$1,096 ▲0.4%4,4600.2%ManufacturingPCARPACCAR$303,640$38,564 ▲14.5%3,1180.2%Auto/Tires/TrucksCLWClearwater Paper$303,248$44,677 ▲17.3%11,9530.2%Basic MaterialsMETAMeta Platforms$299,710$299,710 ▲New Holding5200.2%Computer and TechnologyAMPHAmphastar Pharmaceuticals$296,133$89,289 ▲43.2%10,2150.2%MedicalWRBW. R. Berkley$292,754$46,610 ▲18.9%4,1140.2%FinanceJPMJPMorgan Chase & Co.$285,508$491 ▲0.2%1,1640.1%FinanceMODModine Manufacturing$275,149$70,764 ▲34.6%3,5850.1%Auto/Tires/TrucksRGLDRoyal Gold$268,814$268,814 ▲New Holding1,6440.1%Basic MaterialsPDFSPDF Solutions$240,710$49,495 ▲25.9%12,5960.1%Computer and TechnologyHCCWarrior Met Coal$238,840$50,059 ▲26.5%5,0050.1%EnergyDFATDimensional U.S. Targeted Value ETF$237,4200.0%4,6110.1%ETFGNEGenie Energy$235,808$40,260 ▲20.6%15,6680.1%UtilitiesPTLOPortillo's$229,513$229,513 ▲New Holding19,3030.1%Retail/WholesalePMPhilip Morris International$228,579$228,579 ▲New Holding1,4400.1%Consumer StaplesNFLXNetflix$228,4700.0%2450.1%Consumer DiscretionaryNEENextEra Energy$227,972$142 ▲0.1%3,2160.1%UtilitiesSTRAStrategic Education$225,775$33,249 ▲17.3%2,6890.1%Consumer DiscretionaryMCDMcDonald's$222,131$34,366 ▼-13.4%7110.1%Retail/WholesaleAMDAdvanced Micro Devices$220,686$2,158 ▼-1.0%2,1480.1%Computer and TechnologySTRLSterling Infrastructure$218,042$38,378 ▲21.4%1,9260.1%ConstructionVKTXViking Therapeutics$217,181$86,843 ▲66.6%8,9930.1%MedicalIAUiShares Gold Trust$215,204$215,204 ▲New Holding3,6500.1%FinanceLQDALiquidia$212,341$26,255 ▲14.1%14,3960.1%MedicalPFEPfizer$211,553$9,046 ▲4.5%8,3490.1%MedicalLANCLancaster Colony$204,055$204,055 ▲New Holding1,1660.1%Consumer StaplesVYMVanguard High Dividend Yield ETF$204,015$204,015 ▲New Holding1,5820.1%ETFSIGASIGA Technologies$187,794$33,165 ▲21.4%34,2690.1%MedicalRCMTRCM Technologies$160,087$160,087 ▲New Holding10,2620.1%Business ServicesNRCNational Research$130,513$130,513 ▲New Holding10,1960.1%Business ServicesNGNovaGold Resources$112,554$19,476 ▲20.9%38,5460.1%Basic MaterialsOSUROraSure Technologies$91,216$15,691 ▲20.8%27,0670.0%MedicalLSEALandsea Homes$67,095$67,095 ▲New Holding10,4510.0%FinanceVVRInvesco Senior Income Trust$65,895$24,101 ▲57.7%17,5720.0%Financial ServicesNATNordic American Tankers$61,079$21,631 ▲54.8%24,8290.0%TransportationARKOArko$47,986$8,177 ▲20.5%12,1480.0%Consumer StaplesMREOMereo BioPharma Group$30,985$6,674 ▲27.5%13,7710.0%MedicalAMRNAmarin$14,773$602 ▼-3.9%32,9690.0%MedicalTSLATesla$0$261,688 ▼-100.0%00.0%Auto/Tires/TrucksCATCaterpillar$0$220,931 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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