Significant Wealth Partners

Significant Wealth Partners as of June 30, 2024

Portfolio Holdings for Significant Wealth Partners

Significant Wealth Partners holds 74 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Listed Fd Tr Trueshares Activ (ERNZ) 82.2 $146M 5.9M 24.86
United States Cellular Corporation (USM) 1.4 $2.6M 46k 55.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.8M 3.4k 544.19
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 1.0 $1.7M 12k 146.07
Abbvie (ABBV) 0.7 $1.3M 7.7k 171.53
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.7 $1.3M 3.9k 333.47
NVIDIA Corporation (NVDA) 0.5 $818k 6.6k 123.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $768k 1.5k 500.12
Exxon Mobil Corporation (XOM) 0.4 $757k 6.6k 115.11
Apple (AAPL) 0.4 $724k 3.4k 210.63
Constellation Energy (CEG) 0.4 $666k 3.3k 200.26
First Solar (FSLR) 0.4 $651k 2.9k 225.46
Microsoft Corporation (MSFT) 0.4 $641k 1.4k 446.90
Abbott Laboratories (ABT) 0.3 $519k 5.0k 103.91
Eli Lilly & Co. (LLY) 0.3 $506k 559.00 905.58
Astrazeneca Sponsored Adr (AZN) 0.3 $496k 6.4k 77.99
McDonald's Corporation (MCD) 0.3 $496k 1.9k 254.87
Progressive Corporation (PGR) 0.3 $475k 2.3k 207.69
Tractor Supply Company (TSCO) 0.3 $473k 1.8k 269.99
Wal-Mart Stores (WMT) 0.3 $472k 7.0k 67.71
Kellogg Company (K) 0.3 $461k 8.0k 57.68
Clorox Company (CLX) 0.3 $452k 3.3k 136.47
Humana (HUM) 0.3 $447k 1.2k 373.73
Merck & Co (MRK) 0.2 $434k 3.5k 123.79
Amazon (AMZN) 0.2 $419k 2.2k 193.25
Cabot Oil & Gas Corporation (CTRA) 0.2 $414k 16k 26.67
Dollar General (DG) 0.2 $414k 3.1k 132.23
Southern Company (SO) 0.2 $392k 5.1k 77.57
Kimberly-Clark Corporation (KMB) 0.2 $391k 2.8k 138.18
Gilead Sciences (GILD) 0.2 $390k 5.7k 68.62
Cardinal Health (CAH) 0.2 $386k 3.9k 98.32
Pepsi (PEP) 0.2 $379k 2.3k 164.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $374k 780.00 479.21
Verizon Communications (VZ) 0.2 $373k 9.0k 41.24
Exelon Corporation (EXC) 0.2 $364k 11k 34.61
General Mills (GIS) 0.2 $364k 5.8k 63.26
Campbell Soup Company (CPB) 0.2 $363k 8.0k 45.19
Ishares Tr Russell 2000 Etf (IWM) 0.2 $357k 1.8k 202.93
Northrop Grumman Corporation (NOC) 0.2 $355k 814.00 436.09
Hormel Foods Corporation (HRL) 0.2 $355k 12k 30.49
Lamb Weston Hldgs (LW) 0.2 $343k 4.1k 84.07
Consolidated Edison (ED) 0.2 $338k 3.8k 89.42
Colgate-Palmolive Company (CL) 0.2 $337k 3.5k 97.04
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $315k 9.8k 32.24
Cadence Design Systems (CDNS) 0.2 $307k 996.00 307.75
Kroger (KR) 0.2 $294k 5.9k 49.93
Costco Wholesale Corporation (COST) 0.2 $292k 343.00 850.13
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $284k 4.4k 64.25
Advanced Micro Devices (AMD) 0.2 $269k 1.7k 162.21
Atmos Energy Corporation (ATO) 0.2 $267k 2.3k 116.63
Nextera Energy (NEE) 0.1 $264k 3.7k 70.81
McKesson Corporation (MCK) 0.1 $257k 440.00 584.10
JPMorgan Chase & Co. (JPM) 0.1 $243k 1.2k 202.26
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $242k 2.6k 91.77
Procter & Gamble Company (PG) 0.1 $240k 1.5k 164.96
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $239k 4.6k 51.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k 586.00 406.80
Smucker J M Com New (SJM) 0.1 $234k 2.2k 109.04
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $226k 2.0k 115.45
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $221k 472.00 468.72
Broadcom (AVGO) 0.1 $210k 131.00 1606.30
Hershey Company (HSY) 0.1 $204k 1.1k 183.79
Rollins (ROL) 0.1 $202k 4.1k 48.78
CBOE Holdings (CBOE) 0.1 $202k 1.2k 170.12
Ark Etf Tr Innovation Etf (ARKK) 0.1 $200k 4.6k 43.95
Amarin Corp Spons Adr New (AMRN) 0.0 $24k 35k 0.69
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) 0.0 $21k 12k 1.76
Eos Energy Enterprises Com Cl A (EOSE) 0.0 $17k 13k 1.27
Foresight Autonomous Hldgs L Sponsored Adr (FRSX) 0.0 $11k 11k 0.96
Arqit Quantum Ordinary Shares (ARQQ) 0.0 $9.7k 29k 0.34
Kopin Corporation (KOPN) 0.0 $9.4k 11k 0.84
Fusion Fuel Green Cl A (HTOO) 0.0 $9.0k 10k 0.88
Momentus Cl A New (MNTS) 0.0 $8.6k 16k 0.54
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $5.9k 18k 0.33