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Significant Wealth Partners

Latest statistics and disclosures from Significant Wealth Partners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001964680

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Positions held by Significant Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Significant Wealth Partners

Significant Wealth Partners holds 147 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Genie Energy CL B (GNE)	3.5	$4.8M	171k	28.13	View chart
Dht Holdings Shs New (DHT)	3.4	$4.6M	473k	9.81	View chart
Nordic American Tanker Shippin (NAT)	3.1	$4.3M	1.0M	4.20	View chart
Invesco Van Kampen Senior Income Trust (VVR)	3.0	$4.1M	1.0M	4.10	View chart
Pimco Dynamic Income SHS (PDI)	2.9	$4.0M	222k	17.95	View chart
Cornerstone Strategic Value (CLM)	2.9	$3.9M	548k	7.19	View chart
Saba Capital Income & Oprnt Shs New (BRW)	2.8	$3.9M	506k	7.71	View chart
Cornerstone Total Rtrn Fd In (CRF)	2.4	$3.2M	458k	7.06	View chart
Aberdeen Global Income Fund (FCO)	2.3	$3.2M	492k	6.46	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	2.2	$3.0M	585k	5.07	View chart
Nuveen Core Equity Alpha Fund (JCE)	2.1	$2.9M	214k	13.55	View chart
Kkr Real Estate Finance Trust (KREF)	2.1	$2.8M	215k	13.23	View chart
Sabine Rty Tr Unit Ben Int (SBR)	1.9	$2.6M	39k	67.71	View chart
Eli Lilly & Co. (LLY)	1.9	$2.6M	4.4k	582.86	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	1.6	$2.2M	172k	12.80	View chart
First Tr Exchange-traded Nasdaq Buywrite (FTQI)	1.5	$2.1M	106k	19.82	View chart
Innovative Industria A (IIPR)	1.5	$2.1M	21k	100.82	View chart
United States Cellular Corporation (USM)	1.4	$1.9M	46k	41.54	View chart
Merck & Co (MRK)	1.4	$1.9M	17k	109.02	View chart
General Mills (GIS)	1.3	$1.8M	27k	65.14	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	1.3	$1.7M	101k	17.34	View chart
Healthcare Rlty Tr Cl A Com (HR)	1.3	$1.7M	101k	17.23	View chart
Hershey Company (HSY)	1.2	$1.7M	8.9k	186.44	View chart
Caledonia Mng Corp Shs New (CMCL)	1.2	$1.6M	132k	12.20	View chart
Cabot Oil & Gas Corporation (CTRA)	1.2	$1.6M	63k	25.52	View chart
Rivernorth Doubleline Strate (OPP)	1.2	$1.6M	191k	8.36	View chart
Mfs Inter Income Tr Sh Ben Int (MIN)	1.1	$1.5M	546k	2.68	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	1.0	$1.4M	5.3k	270.80	View chart
Global X Fds S&p 500 Covered (XYLD)	1.0	$1.4M	36k	39.44	View chart
Gilead Sciences (GILD)	1.0	$1.4M	17k	81.01	View chart
Oaktree Specialty Lending Corp (OCSL)	1.0	$1.3M	64k	20.42	View chart
Mv Oil Tr Tr Units (MVO)	0.9	$1.3M	106k	11.98	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.9	$1.3M	99k	12.81	View chart
Saga Communications Cl A New (SGA)	0.9	$1.2M	53k	22.26	View chart
Newmont Mining Corporation (NEM)	0.8	$1.2M	28k	41.39	View chart
Abbvie (ABBV)	0.8	$1.2M	7.5k	154.98	View chart
Wayside Technology (CLMB)	0.8	$1.1M	21k	54.83	View chart
MarketAxess Holdings (MKTX)	0.8	$1.1M	3.8k	292.82	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.8	$1.1M	95k	11.67	View chart
Orchid Is Cap Com New (ORC)	0.8	$1.1M	125k	8.43	View chart
Saratoga Invt Corp Com New (SAR)	0.7	$1.0M	40k	25.86	View chart
Barrick Gold Corp (GOLD)	0.7	$924k	51k	18.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$917k	1.9k	475.31	View chart
PennyMac Mortgage Investment Trust (PMT)	0.7	$896k	60k	14.95	View chart
Gabelli Utility Trust (GUT)	0.6	$886k	164k	5.42	View chart
NVIDIA Corporation (NVDA)	0.6	$869k	1.8k	495.24	View chart
Cross Timbers Rty Tr Tr Unit (CRT)	0.6	$866k	50k	17.50	View chart
Cogent Communications Hldgs Com New (CCOI)	0.6	$865k	11k	76.06	View chart
Cherry Hill Mort (CHMI)	0.6	$840k	208k	4.04	View chart
Clorox Company (CLX)	0.6	$826k	5.8k	142.58	View chart
Weis Markets (WMK)	0.6	$824k	13k	63.96	View chart
Franco-Nevada Corporation (FNV)	0.6	$780k	7.0k	110.81	View chart
Kroger (KR)	0.5	$750k	16k	45.71	View chart
Dollar General (DG)	0.5	$742k	5.5k	135.95	View chart
Procter & Gamble Company (PG)	0.5	$740k	5.0k	146.54	View chart
Voc Energy Tr Tr Unit (VOC)	0.5	$737k	103k	7.17	View chart
Western Asset High Incm Fd I (HIX)	0.5	$711k	143k	4.96	View chart
Tractor Supply Company (TSCO)	0.5	$695k	3.2k	215.02	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.5	$679k	5.3k	127.91	View chart
Pepsi (PEP)	0.5	$677k	4.0k	169.84	View chart
Wheaton Precious Metals Corp (WPM)	0.5	$665k	14k	49.34	View chart
Wal-Mart Stores (WMT)	0.5	$642k	4.1k	157.63	View chart
Taitron Components Cl A (TAIT)	0.5	$637k	183k	3.49	View chart
Apple (AAPL)	0.5	$636k	3.3k	192.54	View chart
BlackRock Floating Rate Income Trust (BGT)	0.5	$620k	50k	12.38	View chart
Abbott Laboratories (ABT)	0.4	$603k	5.5k	110.07	View chart
Brookfield Real Assets Incom Shs Ben Int (RA)	0.4	$599k	47k	12.81	View chart
Qualcomm (QCOM)	0.4	$586k	4.1k	144.63	View chart
Scorpio Tankers SHS (STNG)	0.4	$582k	9.6k	60.80	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$577k	11k	50.47	View chart
Exxon Mobil Corporation (XOM)	0.4	$572k	5.7k	99.99	View chart
Mesa Rty Tr Unit Ben Int (MTR)	0.4	$549k	42k	13.05	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$535k	13k	41.93	View chart
Wingstop (WING)	0.4	$517k	2.0k	256.52	View chart
Johnson & Johnson (JNJ)	0.4	$514k	3.3k	156.72	View chart
West Pharmaceutical Services (WST)	0.4	$506k	1.4k	352.16	View chart
Blackrock Income Tr Com New (BKT)	0.4	$499k	41k	12.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$498k	9.9k	50.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$495k	8.3k	59.66	View chart
Hercules Technology Growth Capital (HTGC)	0.4	$494k	30k	16.67	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.4	$487k	20k	24.99	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.3	$479k	26k	18.59	View chart
Thomson Reuters Corp. (TRI)	0.3	$475k	3.2k	146.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$472k	11k	42.22	View chart
Microsoft Corporation (MSFT)	0.3	$466k	1.2k	376.04	View chart
Frontline (FRO)	0.3	$463k	23k	20.05	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.3	$456k	19k	23.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$449k	8.6k	52.20	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$449k	9.5k	47.49	View chart
Ares Coml Real Estate (ACRE)	0.3	$439k	42k	10.36	View chart
McDonald's Corporation (MCD)	0.3	$427k	1.4k	296.59	View chart
Omega Healthcare Investors (OHI)	0.3	$422k	14k	30.66	View chart
Sixth Street Specialty Lending (TSLX)	0.3	$418k	19k	21.60	View chart
International Seaways (INSW)	0.3	$414k	9.1k	45.48	View chart
Virtu Finl Cl A (VIRT)	0.3	$413k	20k	20.26	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.3	$407k	8.8k	46.07	View chart
Thermo Fisher Scientific (TMO)	0.3	$400k	754.00	530.83	View chart
Constellation Energy (CEG)	0.3	$390k	3.3k	116.88	View chart
Erie Indty Cl A (ERIE)	0.3	$379k	1.1k	335.06	View chart
Exelon Corporation (EXC)	0.3	$376k	11k	35.90	View chart
Wec Energy Group (WEC)	0.3	$367k	4.4k	84.17	View chart
Spok Holdings (SPOK)	0.3	$365k	24k	15.48	View chart
Kinsale Cap Group (KNSL)	0.3	$362k	1.1k	334.93	View chart
Euronav Nv SHS (EURN)	0.3	$356k	20k	17.59	View chart
First Solar (FSLR)	0.3	$355k	2.1k	172.28	View chart
Arch Resources Cl A (ARCH)	0.3	$355k	2.1k	165.94	View chart
Kellogg Company (K)	0.3	$348k	6.2k	55.91	View chart
Prospect Capital Corporation (PSEC)	0.2	$340k	57k	5.99	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.2	$338k	11k	30.41	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$338k	16k	21.18	View chart
Kimberly-Clark Corporation (KMB)	0.2	$324k	2.7k	121.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$323k	1.6k	200.68	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.2	$314k	5.2k	60.68	View chart
Fs Kkr Capital Corp (FSK)	0.2	$297k	15k	19.97	View chart
Amazon (AMZN)	0.2	$287k	1.9k	151.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$285k	695.00	409.52	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$284k	4.2k	67.35	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$283k	2.6k	110.12	View chart
Danaos Corporation SHS (DAC)	0.2	$283k	3.8k	74.06	View chart
Progressive Corporation (PGR)	0.2	$269k	1.7k	159.29	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$264k	12k	21.92	View chart
Mfs Govt Mkts Income Tr Sh Ben Int (MGF)	0.2	$263k	83k	3.18	View chart
Griffon Corporation (GFF)	0.2	$262k	4.3k	60.95	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$255k	2.6k	99.73	View chart
Agnc Invt Corp Com reit (AGNC)	0.2	$255k	26k	9.81	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$252k	2.2k	117.14	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.2	$251k	16k	16.19	View chart
Humana (HUM)	0.2	$248k	541.00	457.90	View chart
Ares Capital Corporation (ARCC)	0.2	$243k	12k	20.03	View chart
JPMorgan Chase & Co. (JPM)	0.2	$242k	1.4k	170.10	View chart
Nextera Energy (NEE)	0.2	$240k	4.0k	60.73	View chart
Northrop Grumman Corporation (NOC)	0.2	$239k	510.00	468.25	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$239k	4.6k	52.37	View chart
Verizon Communications (VZ)	0.2	$238k	6.3k	37.70	View chart
Cardinal Health (CAH)	0.2	$236k	2.3k	100.81	View chart
Southern Company (SO)	0.2	$232k	3.3k	70.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$223k	2.3k	98.59	View chart
Icl Group SHS (ICL)	0.2	$220k	44k	5.01	View chart
Global Net Lease Com New (GNL)	0.2	$217k	22k	9.95	View chart
Lamb Weston Hldgs (LW)	0.2	$214k	2.0k	108.08	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$211k	2.3k	91.38	View chart
Companhia De Saneamento Basi Sponsored Adr (SBS)	0.1	$199k	13k	15.23	View chart
Opendoor Technologies (OPEN)	0.0	$58k	13k	4.48	View chart
Greenbrier Cos Note 2.875% 2/0	0.0	$30k	30k	0.99	View chart
Western Digital Corp. Note 1.500% 2/0	0.0	$30k	30k	0.99	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$13k	15k	0.87	View chart
Ageagle Aerial Sys	0.0	$4.3k	41k	0.10	View chart

Past Filings by Significant Wealth Partners

SEC 13F filings are viewable for Significant Wealth Partners going back to 2023

Significant Wealth Partners 2023 Q4 filed Feb. 1, 2024

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