Significant Wealth Partners

Significant Wealth Partners as of June 30, 2025

Portfolio Holdings for Significant Wealth Partners

Significant Wealth Partners holds 96 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Elevation Series Trust Trueshares Activ (ERNZ) 72.2 $147M 6.5M 22.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $5.6M 9.1k 617.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $3.5M 6.2k 568.02
United States Cellular Corporation (AD) 1.5 $3.0M 46k 63.97
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 1.1 $2.2M 5.5k 396.52
NVIDIA Corporation (NVDA) 0.8 $1.6M 10k 157.99
Amazon (AMZN) 0.7 $1.5M 6.9k 219.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.4M 2.5k 551.71
Abbvie (ABBV) 0.6 $1.3M 7.0k 185.62
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.5 $1.1M 6.4k 173.53
Constellation Energy (CEG) 0.5 $1.1M 3.4k 322.76
Proshares Tr Ultrapro Qqq (TQQQ) 0.5 $1.0M 13k 83.00
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.5 $935k 9.8k 95.32
Apple (AAPL) 0.4 $900k 4.4k 205.18
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA) 0.4 $880k 26k 33.54
Proshares Tr Ultrpro Dow30 (UDOW) 0.4 $847k 9.0k 94.42
Abbott Laboratories (ABT) 0.4 $824k 6.1k 136.01
Cabot Oil & Gas Corporation (CTRA) 0.4 $738k 29k 25.38
Ark Etf Tr Innovation Etf (ARKK) 0.3 $707k 10k 70.29
General Mills (GIS) 0.3 $704k 14k 51.81
Vanguard World Inf Tech Etf (VGT) 0.3 $689k 1.0k 663.28
Spartannash 0.3 $660k 25k 26.49
Gilead Sciences (GILD) 0.3 $639k 5.8k 110.87
Wal-Mart Stores (WMT) 0.3 $628k 6.4k 97.78
Inventrust Pptys Corp Com New (IVT) 0.3 $624k 23k 27.40
Hershey Company (HSY) 0.3 $623k 3.8k 165.94
Ionis Pharmaceuticals (IONS) 0.3 $613k 16k 39.51
Incyte Corporation (INCY) 0.3 $609k 8.9k 68.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $553k 1.8k 304.01
Kroger (KR) 0.3 $550k 7.7k 71.73
Microsoft Corporation (MSFT) 0.2 $506k 1.0k 497.20
Sterling Construction Company (STRL) 0.2 $480k 2.1k 230.73
Exelon Corporation (EXC) 0.2 $473k 11k 43.42
Ingles Mkts Cl A (IMKTA) 0.2 $468k 7.4k 63.38
Modine Manufacturing (MOD) 0.2 $460k 4.7k 98.50
Ishares Tr Russell 2000 Etf (IWM) 0.2 $459k 2.1k 215.80
Merit Medical Systems (MMSI) 0.2 $458k 4.9k 93.48
Clorox Company (CLX) 0.2 $453k 3.8k 120.08
Advanced Micro Devices (AMD) 0.2 $448k 3.2k 141.90
Yum China Holdings (YUMC) 0.2 $442k 9.9k 44.71
Genie Energy CL B (GNE) 0.2 $434k 16k 26.88
Kellogg Company (K) 0.2 $427k 5.4k 79.53
Consolidated Edison (ED) 0.2 $424k 4.2k 100.35
Palomar Hldgs (PLMR) 0.2 $417k 2.7k 154.25
Spok Holdings (SPOK) 0.2 $410k 23k 17.68
Exxon Mobil Corporation (XOM) 0.2 $403k 3.7k 107.81
PDF Solutions (PDFS) 0.2 $399k 19k 21.38
Vanguard Index Fds Growth Etf (VUG) 0.2 $389k 887.00 438.43
Campbell Soup Company (CPB) 0.2 $386k 13k 30.65
Amphastar Pharmaceuticals (AMPH) 0.2 $371k 16k 22.96
Keurig Dr Pepper (KDP) 0.2 $371k 11k 33.06
Xcel Energy (XEL) 0.2 $369k 5.4k 68.10
Aersale Corp (ASLE) 0.2 $369k 61k 6.01
Kimberly-Clark Corporation (KMB) 0.2 $362k 2.8k 128.92
Cnx Resources Corporation (CNX) 0.2 $361k 11k 33.68
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $350k 9.8k 35.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $347k 714.00 485.77
Viking Therapeutics (VKTX) 0.2 $346k 13k 26.50
Clearwater Paper (CLW) 0.2 $344k 13k 27.24
Paccar (PCAR) 0.2 $344k 3.6k 95.06
Tesla Motors (TSLA) 0.2 $342k 1.1k 317.66
JPMorgan Chase & Co. (JPM) 0.2 $335k 1.2k 289.87
Netflix (NFLX) 0.2 $328k 245.00 1339.13
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.2 $319k 4.5k 71.29
Sabine Rty Tr Unit Ben Int (SBR) 0.2 $315k 4.7k 66.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $312k 5.5k 57.01
Nvent Electric SHS (NVT) 0.2 $309k 4.2k 73.25
Northwest Natural Holdin (NWN) 0.2 $309k 7.8k 39.72
Coca-Cola Company (KO) 0.2 $308k 4.3k 70.75
Warrior Met Coal (HCC) 0.1 $303k 6.6k 45.83
Rcm Technologies Com New (RCMT) 0.1 $296k 13k 23.57
SIGA Technologies (SIGA) 0.1 $285k 44k 6.52
Sprouts Fmrs Mkt (SFM) 0.1 $281k 1.7k 164.64
W.R. Berkley Corporation (WRB) 0.1 $261k 3.6k 73.47
Royal Gold (RGLD) 0.1 $258k 1.5k 177.84
Bj's Wholesale Club Holdings (BJ) 0.1 $254k 2.4k 107.83
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $249k 4.6k 53.96
Strategic Education (STRA) 0.1 $245k 2.9k 85.13
National Resh Corp Com New (NRC) 0.1 $244k 15k 16.80
Vanguard Index Fds Value Etf (VTV) 0.1 $240k 1.4k 176.74
Pfizer (PFE) 0.1 $230k 9.5k 24.24
Ishares Gold Tr Ishares New (IAU) 0.1 $228k 3.7k 62.36
Nextera Energy (NEE) 0.1 $226k 3.3k 69.43
Philip Morris International (PM) 0.1 $223k 1.2k 182.14
Lancaster Colony (MZTI) 0.1 $218k 1.3k 172.78
Vistra Energy (VST) 0.1 $212k 1.1k 193.81
Cal Maine Foods Com New (CALM) 0.1 $206k 2.1k 99.64
Portillos Com Cl A (PTLO) 0.1 $180k 15k 11.67
Novagold Res Com New (NG) 0.1 $157k 38k 4.09
Liquidia Corporation Com New (LQDA) 0.1 $140k 11k 12.46
Harmonic (HLIT) 0.1 $112k 12k 9.47
OraSure Technologies (OSUR) 0.1 $111k 37k 3.00
Nordic American Tanker Shippin (NAT) 0.1 $108k 41k 2.63
Arko Corp (ARKO) 0.0 $82k 19k 4.23
Mereo Biopharma Group Spon Ads (MREO) 0.0 $60k 22k 2.71
Prospect Capital Corporation (PSEC) 0.0 $36k 11k 3.18