Significant Wealth Partners LLC Top Holdings and 13F Report (2024) About Significant Wealth Partners LLCInvestment ActivitySignificant Wealth Partners LLC has $94.62 million in total holdings as of December 31, 2023.Significant Wealth Partners LLC owns shares of 121 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 8.62% of the portfolio was purchased this quarter.About 2.83% of the portfolio was sold this quarter.This quarter, Significant Wealth Partners LLC has purchased 116 new stocks and bought additional shares in 75 stocks.Significant Wealth Partners LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings GOLDMAN SACHS ETF TR $8,783,755Berkshire Hathaway $4,059,223JPMorgan Nasdaq Equity Premium Income ETF $3,147,743SPDR S&P 500 ETF Trust $3,012,986Vanguard S&P 500 Growth ETF $2,986,408 Largest New Holdings this Quarter G54950103 - LINDE PLC $525,912 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $385,787 Holding594918104 - Microsoft $274,914 Holding037833100 - Apple $249,099 Holding749360400 - RCM Technologies $237,978 Holding Largest Purchases this Quarter GOLDMAN SACHS ETF TR 17,543 shares (about $1.02M)SPDR S&P 500 ETF Trust 982 shares (about $748.86K)LINDE PLC 1,108 shares (about $525.91K)EXXONMOBIL HOLDINGS CORP 2,370 shares (about $385.79K)JPMorgan Nasdaq Equity Premium Income ETF 5,711 shares (about $349.86K) Largest Sales this Quarter Advanced Micro Devices 347 shares (about $212.28K)Direxion Daily Small Cap Bull 3X ETF 2,375 shares (about $137.13K)ProShares UltraPro QQQ 1,711 shares (about $133.51K)Sterling Infrastructure 271 shares (about $133.27K)Modine Manufacturing 702 shares (about $131.41K) 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 PortfolioSectorGOLDMAN SACHS ETF TR$8,783,755$1,017,145 ▲13.1%151,4969.3%NASDA 100 ETFBRK.BBerkshire Hathaway$4,059,223$331,629 ▲8.9%8,1524.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,147,743$349,858 ▲12.5%51,3833.3%ETFSPYSPDR S&P 500 ETF Trust$3,012,986$748,862 ▲33.1%3,9513.2%ETFVOOGVanguard S&P 500 Growth ETF$2,986,408$328,841 ▲12.4%34,9373.2%ETFPAGPenske Automotive Group$2,432,328$21,837 ▲0.9%12,1412.6%Consumer DiscretionaryABBVAbbVie$2,309,844$90,249 ▲4.1%8,8302.4%HealthcareHTGCHercules Capital$2,186,409$64,668 ▲3.0%130,0662.3%FinanceFLNGFlex LNG$2,117,722$74,716 ▲3.7%68,8472.2%EnergyARESAres Management$2,101,942$60,523 ▲3.0%18,0942.2%FinanceFTQIFirst Trust NASDAQ BuyWrite Income ETF$2,072,746$74,990 ▲3.8%93,5352.2%ETFFSKFS KKR Capital$2,049,400$67,577 ▲3.4%186,4792.2%FinanceTHWAbrdn World Healthcare Fund$2,000,753$73,989 ▲3.8%153,4322.1%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$1,995,108$11,761 ▼-0.6%107,5532.1%ETFSBRSabine Royalty Trust$1,941,248$100,198 ▲5.4%28,0732.1%EnergyPGRProgressive$1,926,742$81,266 ▲4.4%9,2942.0%FinanceGSBDGoldman Sachs BDC$1,871,976$78,674 ▲4.4%205,9382.0%FinanceRSFRiverNorth Capital and Income Fund$1,870,524$94,564 ▲5.3%130,5322.0%CGBDCarlyle Secured Lending$1,840,038$78,785 ▲4.5%172,1271.9%FinanceKIOKKR Income Opportunities Fund$1,551,788$73,161 ▲4.9%150,6591.6%FinanceGOFGuggenheim Strategic Opportunities Fund$1,467,915$98,452 ▲7.2%172,4931.6%FinanceQQQInvesco QQQ$1,439,997$53,991 ▲3.9%1,9471.5%ETFFDUSFidus Investment$1,297,468$48,175 ▲3.9%67,3311.4%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,267,748$161,745 ▲14.6%13,8341.3%ETFNVDANVIDIA$1,143,087$58,011 ▲5.3%5,0051.2%TechnologySTLDSteel Dynamics$1,082,565$31,469 ▲3.0%4,8851.1%MaterialsDILLARDS INC$993,751$37,525 ▲3.9%1,4831.1%CL AABRArbor Realty Trust$990,685$98,897 ▲11.1%256,6541.0%FinancePDIPIMCO Dynamic Income Fund$922,994$58,842 ▲6.8%65,7871.0%FinanceDXDynex Capital$878,545$49,217 ▲5.9%78,8640.9%FinanceDKSDICK'S Sporting Goods$860,569$65,402 ▲8.2%6,4080.9%Consumer DiscretionaryTAT&T$795,127$13,688 ▲1.8%32,5870.8%Communication ServicesCEGConstellation Energy$769,9350.0%3,0310.8%UtilitiesGEGE Aerospace$740,135$10,306 ▼-1.4%2,3700.8%IndustrialsTQQQProShares UltraPro QQQ$682,138$133,509 ▼-16.4%8,7420.7%ETFBITBlackRock Multi-Sector Income Trust$632,801$31,967 ▲5.3%56,2990.7%FinanceSPXLDirexion Daily S&P 500 Bull 3X ETF$631,719$73,940 ▼-10.5%2,2470.7%ETFGILDGilead Sciences$612,295$3,726 ▲0.6%4,1080.6%HealthcareTSLATesla$581,185$15,257 ▲2.7%1,6380.6%Consumer DiscretionaryWSMWilliams-Sonoma$574,865$18,463 ▲3.3%2,5220.6%Consumer DiscretionaryDVNDevon Energy$559,235$23,526 ▼-4.0%12,1470.6%EnergyGE VERNOVA INC$544,631$6,653 ▼-1.2%5730.6%COMETDEthan Allen Interiors$535,944$24,716 ▲4.8%25,6310.6%Consumer DiscretionaryVOOVanguard S&P 500 ETF$527,128$75,004 ▼-12.5%7520.6%ETFLINDE PLC$525,912$525,912 ▲New Holding1,1080.6%SHSTNADirexion Daily Small Cap Bull 3X ETF$524,626$137,133 ▼-20.7%9,0860.6%ETFGISGeneral Mills$496,644$68,533 ▲16.0%15,4430.5%Consumer StaplesUDOWProShares UltraPro Dow30$494,929$47,598 ▼-8.8%7,8610.5%ETFGOOGLAlphabet$494,178$10,668 ▲2.2%1,4360.5%Communication ServicesAMDAdvanced Micro Devices$483,902$212,281 ▼-30.5%7910.5%TechnologyOCSLOaktree Specialty Lending$479,891$16,589 ▲3.6%40,3270.5%FinanceVIGVanguard Dividend Appreciation ETF$470,120$49,228 ▼-9.5%2,0150.5%ETFAMZNAmazon.com$468,651$34,881 ▲8.0%1,8810.5%Consumer DiscretionaryINCYIncyte$458,946$84,824 ▼-15.6%3,7820.5%HealthcareGLWCorning$442,2330.0%2,8760.5%TechnologyAGNCAGNC Investment$433,112$200 ▼0.0%47,7520.5%FinanceIRMIron Mountain$432,705$17,641 ▲4.3%3,9000.5%Real EstateDFACDimensional U.S. Core Equity 2 ETF$432,4990.0%9,7300.5%ETFEXCExelon$402,7070.0%9,9680.4%UtilitiesISHARES BITCOIN TRUST ETF$401,3490.0%8,4780.4%SHS BEN INTIVTInvenTrust Properties$398,462$11,035 ▼-2.7%13,2160.4%Real EstateEXXONMOBIL HOLDINGS CORP$385,787$385,787 ▲New Holding2,3700.4%COM SHSWALMART INC$384,280$37,306 ▲10.8%3,6980.4%COMWSOWatsco$375,638$21,188 ▲6.0%1,2410.4%IndustrialsKRKroger$371,655$50,355 ▲15.7%6,3400.4%Consumer StaplesHSYHershey$364,621$41,302 ▲12.8%2,3130.4%Consumer StaplesVIRTU FINL INC$355,727$7,502 ▲2.2%6,4490.4%CL AMMSIMerit Medical Systems$346,903$42,166 ▲13.8%4,0230.4%HealthcareSLRCSLR Investment$340,1550.0%29,3490.4%FinanceAMPHAmphastar Pharmaceuticals$338,834$69,790 ▲25.9%13,1280.4%HealthcarePDFSPDF Solutions$335,756$121,091 ▼-26.5%6,5770.4%TechnologyIMKTAIngles Markets$326,981$10,433 ▼-3.1%3,8550.3%Consumer StaplesCAHCardinal Health$324,432$4,895 ▲1.5%1,4580.3%HealthcareDFATDimensional U.S. Targeted Value ETF$306,3550.0%4,6110.3%ETFMODModine Manufacturing$297,461$131,414 ▼-30.6%1,5890.3%IndustrialsIONSIonis Pharmaceuticals$294,154$1,116 ▼-0.4%6,5880.3%HealthcareECLEcolab$285,120$549 ▲0.2%1,0380.3%MaterialsRTXRTX$283,673$10,768 ▲3.9%1,5280.3%IndustrialsEDConsolidated Edison$279,638$17,273 ▲6.6%2,7360.3%UtilitiesCLXClorox$276,580$42,937 ▲18.4%3,4140.3%Consumer StaplesMSFTMicrosoft$274,914$274,914 ▲New Holding5360.3%TechnologyYUMCYum China$267,602$41,470 ▲18.3%6,5110.3%Consumer DiscretionaryKDPKeurig Dr Pepper$262,623$2,973 ▲1.1%8,6560.3%Consumer StaplesSTRLSterling Infrastructure$262,611$133,273 ▼-33.7%5340.3%IndustrialsTHE CAMPBELLS COMPANY$260,782$40,830 ▲18.6%13,1510.3%COMAAPLApple$249,099$249,099 ▲New Holding7480.3%TechnologyHCCWarrior Met Coal$248,886$36,285 ▼-12.7%2,8260.3%MaterialsERIEErie Indemnity$245,010$11,396 ▲4.9%1,1180.3%FinanceSPOKSpok$242,319$51,978 ▲27.3%23,1000.3%Communication ServicesCLWClearwater Paper$238,695$42,976 ▲22.0%12,4580.3%MaterialsRCMTRCM Technologies$237,978$237,978 ▲New Holding5,8500.3%IndustrialsKOCoca-Cola$237,667$10,330 ▲4.5%2,7610.3%Consumer StaplesNATNordic American Tankers$235,878$4,132 ▼-1.7%29,8580.2%EnergyPLMRPalomar$234,374$9,370 ▲4.2%1,9010.2%FinanceNVTnVent Electric$232,857$74,091 ▼-24.1%1,4520.2%IndustrialsISHARES TR$232,576$4,744 ▲2.1%2,1080.2%TRUST ISHARE 0-1VKTXViking Therapeutics$231,656$5,803 ▼-2.4%7,1060.2%HealthcareKIMBERLY-CLARK CORP$229,873$25,238 ▲12.3%2,3590.2%COMASLEAerSale$229,842$26,808 ▲13.2%43,8630.2%IndustrialsSJMJ. M. Smucker$227,294$4,044 ▲1.8%1,9110.2%Consumer StaplesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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