Significant Wealth Partners LLC Portfolio Holdings
Q3 2025•106 long positions•$204.6M portfolio value
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Holding111 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $139.7M 68.26% | +$139.7M Bought | — 6.3M shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.5M 3.65% | +$1.4M Bought | — 11.2K shares | 9.1K → 11.2K +$1.4M | +23.72% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.0M 1.97% | +$268.2K Bought | — 6.6K shares | 6.2K → 6.6K +$268.2K | +7.12% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 1.11% | +$783.0K Bought | — 3.8K shares | 2.5K → 3.8K +$783.0K | +52.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.8M 0.862% | -$636.2K Sold | — 4.1K shares | 5.5K → 4.1K −$636.2K | -26.51% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $1.7M 0.814% | -$231.5K Sold | 0.0% 8.9K shares | 10.2K → 8.9K −$231.5K | -12.21% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $1.6M 0.777% | -$25.9K Sold | 0.0% 6.9K shares | 7.0K → 6.9K −$25.9K | -1.61% | $409.03B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 0.743% | +$174.6K Bought | — 7.2K shares | 6.4K → 7.2K +$174.6K | +12.97% | — — | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $1.4M 0.677% | -$123.4K Sold | 0.0% 6.3K shares | 6.9K → 6.3K −$123.4K | -8.18% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.572% | -$123.3K Sold | — 11.3K shares | 12.5K → 11.3K −$123.3K | -9.53% | — — | Q4 2024 Held for 11 months | |
Renewable Utilities Utilities | $1.1M 0.55% | +$5.3K Bought | 0.001% 3.4K shares | 3.4K → 3.4K +$5.3K | +0.47% | $102.80B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 0.547% | -$67.7K Sold | — 24.7K shares | 26.2K → 24.7K −$67.7K | -5.7% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $1.1M 0.525% | -$42.0K Sold | 0.0% 4.2K shares | 4.4K → 4.2K −$42.0K | -3.76% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.0M 0.501% | — | — 9.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $979.1K 0.478% | -$35.1K Sold | 0.009% 15.0K shares | 15.5K → 15.0K −$35.1K | -3.46% | $10.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $972.4K 0.475% | +$11.7K Bought | — 9.1K shares | 9.0K → 9.1K +$11.7K | +1.21% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Exploration & Production Energy | $872.3K 0.426% | +$184.7K Bought | 0.005% 36.9K shares | 29.1K → 36.9K +$184.7K | +26.86% | $18.0B Large Cap | Q4 2023 Held for 1y 11m | |
Packaged Foods Consumer Defensive | $861.9K 0.421% | +$177.2K Bought | 0.003% 17.1K shares | 13.6K → 17.1K +$177.2K | +25.88% | $26.9B Large Cap | Q4 2023 Held for 1y 11m | |
Medical - Devices Healthcare | $824.7K 0.403% | +$13.1K Bought | 0.0% 6.2K shares | 6.1K → 6.2K +$13.1K | +1.62% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
Biotechnology Healthcare | $820.6K 0.401% | +$61.7K Bought | 0.005% 9.7K shares | 8.9K → 9.7K +$61.7K | +8.14% | $16.6B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $817.2K 0.399% | -$51.3K Sold | — 9.5K shares | 10.1K → 9.5K −$51.3K | -5.9% | — — | Q4 2023 Held for 1y 11m | |
Food Confectioners Consumer Defensive | $805.6K 0.394% | +$103.6K Bought | 0.002% 4.3K shares | 3.8K → 4.3K +$103.6K | +14.76% | $37.9B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $778.0K 0.38% | +$2.2K Bought | — 1.0K shares | 1.0K → 1.0K +$2.2K | +0.29% | — — | Q2 2025 Held for 5 months | |
REIT - Retail Real Estate | $768.6K 0.376% | +$116.5K Bought | 0.035% 26.9K shares | 22.8K → 26.9K +$116.5K | +17.87% | $2.2B Mid Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $757.2K 0.37% | +$95.8K Bought | 0.0% 7.3K shares | 6.4K → 7.3K +$95.8K | +14.49% | $821.68B Mega Cap | Q4 2023 Held for 1y 11m | |
Auto - Parts Consumer Cyclical | $733.5K 0.358% | +$69.9K Bought | 0.01% 5.2K shares | 4.7K → 5.2K +$69.9K | +10.54% | $7.5B Mid Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $718.6K 0.351% | +$79.1K Bought | 0.001% 6.5K shares | 5.8K → 6.5K +$79.1K | +12.38% | $137.73B Large Cap | Q4 2023 Held for 1y 11m | |
Airlines, Airports & Air Services Industrials | $641.2K 0.313% | +$138.8K Bought | 0.166% 78.3K shares | 61.3K → 78.3K +$138.8K | +27.62% | $386.4M Small Cap | Q4 2024 Held for 11 months | |
Grocery Stores Consumer Defensive | $619.0K 0.302% | +$102.3K Bought | 0.001% 9.2K shares | 7.7K → 9.2K +$102.3K | +19.79% | $44.7B Large Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $612.3K 0.299% | +$253.4K Bought | 0.0% 1.2K shares | 714.0 → 1.2K +$253.4K | +70.59% | $1.08T Mega Cap | Q2 2024 Held for 1y 5m | |
Engineering & Construction Industrials | $611.1K 0.299% | -$95.1K Sold | 0.006% 1.8K shares | 2.1K → 1.8K −$95.1K | -13.47% | $10.3B Large Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $610.6K 0.298% | +$131.6K Bought | 0.0% 1.4K shares | 1.1K → 1.4K +$131.6K | +27.48% | $1.48T Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $598.6K 0.292% | +$2.0K Bought | — 1.8K shares | 1.8K → 1.8K +$2.0K | +0.33% | — — | Q4 2024 Held for 11 months | |
Grocery Stores Consumer Defensive | $578.7K 0.283% | +$64.6K Bought | 0.044% 8.3K shares | 7.4K → 8.3K +$64.6K | +12.57% | $1.3B Small Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $578.6K 0.283% | +$113.2K Bought | 0.004% 4.7K shares | 3.8K → 4.7K +$113.2K | +24.32% | $15.1B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - Specialty & Generic Healthcare | $548.4K 0.268% | +$117.3K Bought | 0.044% 20.6K shares | 16.2K → 20.6K +$117.3K | +27.2% | $1.2B Small Cap | Q4 2024 Held for 11 months | |
Medical - Instruments & Supplies Healthcare | $542.2K 0.265% | +$134.6K Bought | 0.011% 6.5K shares | 4.9K → 6.5K +$134.6K | +33.01% | $4.9B Mid Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $520.1K 0.254% | +$95.8K Bought | 0.001% 5.2K shares | 4.2K → 5.2K +$95.8K | +22.58% | $36.3B Large Cap | Q1 2024 Held for 1y 8m | |
Packaged Foods Consumer Defensive | $519.3K 0.254% | +$79.3K Bought | 0.002% 6.3K shares | 5.4K → 6.3K +$79.3K | +18.03% | $28.5B Large Cap | Q4 2023 Held for 1y 11m | |
Packaged Foods Consumer Defensive | $515.2K 0.252% | +$117.9K Bought | 0.005% 16.3K shares | 12.6K → 16.3K +$117.9K | +29.66% | $9.4B Mid Cap | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $513.3K 0.251% | -$13.5K Sold | 0.0% 991.0 shares | 1.0K → 991.0 −$13.5K | -2.56% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $507.2K 0.248% | +$70.0K Bought | 0.001% 6.3K shares | 5.4K → 6.3K +$70.0K | +16.01% | $47.7B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $503.5K 0.246% | +$21.6K Bought | 0.049% 19.5K shares | 18.7K → 19.5K +$21.6K | +4.48% | $1.0B Small Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $489.8K 0.239% | -$900.2 Sold | 0.001% 10.9K shares | 10.9K → 10.9K −$900.2 | -0.18% | $45.5B Large Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $476.1K 0.233% | +$51.6K Bought | 0.003% 11.1K shares | 9.9K → 11.1K +$51.6K | +12.15% | $15.6B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $455.0K 0.222% | -$59.8K Sold | — 1.9K shares | 2.1K → 1.9K −$59.8K | -11.61% | — — | Q4 2023 Held for 1y 11m | |
Coal Energy | $452.9K 0.221% | +$32.6K Bought | 0.014% 7.1K shares | 6.6K → 7.1K +$32.6K | +7.75% | $3.3B Mid Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Information Services Healthcare | $448.0K 0.219% | +$48.2K Bought | 0.126% 26.0K shares | 23.2K → 26.0K +$48.2K | +12.07% | $355.2M Small Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $441.5K 0.216% | -$69.1K Sold | 0.0% 2.7K shares | 3.2K → 2.7K −$69.1K | -13.53% | $262.56B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $438.7K 0.214% | +$438.7K New | — 13.7K shares | 0 → 13.7K +$438.7K | New | — — | Q3 2025 Held for 2 months |
