The Analysis of Significant Wealth Partners LLC's Holdings
Currently, Significant Wealth Partners LLC holds 70 types of securities in its portfolio with a total value $89.7M. In the most recent quarter, they have increased their positions in GPIQ (+105.0K shares, valued at $5.5M), N/A (+4.9K shares, valued at $2.5M), N/A (+2.4K shares, valued at $741.8K); decreased their positions in ERNZ (-3.8M shares, valued at $77.5M), SPY (-7.2K shares, valued at $4.9M), N/A (-4.7K shares, valued at $2.9M); initiated new positions in GPIQ (+105.0K shares, valued at $5.5M), N/A (+2.4K shares, valued at $741.8K), JEPQ (+10.4K shares, valued at $602.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ERNZ ELEVATION SERIES TRUST2.5M shares-60.48%2025-12-312026-01-07
GPIQ GOLDMAN SACHS ETF TR105.0K sharesnew addition2025-12-312026-01-07 SPY SPDR S&P 500 ETF TR4.0K shares-64.19%2025-12-312026-01-07 VOOG VANGUARD ADMIRAL FDS INC4.8K shares17.63%2025-12-312026-01-07 TSLA TESLA INC2.4K shares74.07%2025-12-312026-01-07 CEG CONSTELLATION ENERGY CORP3.0K shares-11.30%2025-12-312026-01-07 NVDA NVIDIA CORPORATION4.6K shares-48.24%2025-12-312026-01-07 ABBV ABBVIE INC3.3K shares-51.73%2025-12-312026-01-07 GE AEROSPACE GE AEROSPACE2.4K sharesnew addition2025-12-312026-01-07 SPXL DIREXION SHS ETF TR2.9K shares-60.22%2025-12-312026-01-07 VTI VANGUARD INDEX FDS1.8K shares0.55%2025-12-312026-01-07 JEPQ J P MORGAN EXCHANGE TRADED F10.4K sharesnew addition2025-12-312026-01-07 BIL SPDR SERIES TRUST6.6K sharesnew addition2025-12-312026-01-07 TQQQ PROSHARES TR10.3K shares-9.22%2025-12-312026-01-07 IONS IONIS PHARMACEUTICALS INC6.8K shares-54.81%2025-12-312026-01-07 TNA DIREXION SHS ETF TR11.4K shares-53.96%2025-12-312026-01-07 AMZN AMAZON COM INC2.2K shares-64.42%2025-12-312026-01-07 AGNC AGNC INVT CORP47.7K sharesnew addition2025-12-312026-01-07 UDOW PROSHARES TR8.3K shares-8.08%2025-12-312026-01-07 CTRA COTERRA ENERGY INC17.8K shares-51.63%2025-12-312026-01-07 SLRC SLR INVESTMENT CORP29.3K sharesnew addition2025-12-312026-01-07 INCY INCYTE CORP4.4K shares-54.06%2025-12-312026-01-07 XOM EXXON MOBIL CORP3.6K shares-3.21%2025-12-312026-01-07 EXC EXELON CORP10.0K shares-8.39%2025-12-312026-01-07 MSFT MICROSOFT CORP878 shares-11.40%2025-12-312026-01-07 AAPL APPLE INC1.5K shares-63.29%2025-12-312026-01-07 GIS GENERAL MLS INC8.7K shares-49.14%2025-12-312026-01-07 WMT WALMART INC3.5K shares-51.71%2025-12-312026-01-07 GILD GILEAD SCIENCES INC3.2K shares-50.37%2025-12-312026-01-07 ABT ABBOTT LABS3.1K shares-49.63%2025-12-312026-01-07 DFAC DIMENSIONAL ETF TRUST9.8K shares0.00%2025-12-312026-01-07 GEV GE VERNOVA INC580 sharesnew addition2025-12-312026-01-07 HSY HERSHEY CO2.0K shares-53.82%2025-12-312026-01-07 IVT INVENTRUST PPTYS CORP12.6K shares-53.06%2025-12-312026-01-07 KR KROGER CO5.1K shares-44.64%2025-12-312026-01-07 MOD MODINE MFG CO2.3K shares-54.61%2025-12-312026-01-07 HCC WARRIOR MET COAL INC3.2K shares-54.48%2025-12-312026-01-07 DFAT DIMENSIONAL ETF TRUST4.6K shares0.00%2025-12-312026-01-07 AMD ADVANCED MICRO DEVICES INC1.3K shares-53.87%2025-12-312026-01-07 MMSI MERIT MED SYS INC3.0K shares-53.22%2025-12-312026-01-07 IMKTA INGLES MKTS INC3.9K shares-53.66%2025-12-312026-01-07 ASLE AERSALE CORPORATION36.8K shares-52.96%2025-12-312026-01-07 AMPH AMPHASTAR PHARMACEUTICALS IN9.6K shares-53.23%2025-12-312026-01-07 PDFS PDF SOLUTIONS INC9.0K shares-53.96%2025-12-312026-01-07 STRL STERLING INFRASTRUCTURE INC830 shares-53.86%2025-12-312026-01-07 YUMC YUM CHINA HLDGS INC5.2K shares-52.87%2025-12-312026-01-07 ED CONSOLIDATED EDISON INC2.5K shares-51.74%2025-12-312026-01-07 VKTX VIKING THERAPEUTICS INC7.0K shares-53.83%2025-12-312026-01-07 CLX CLOROX CO DEL2.4K shares-48.65%2025-12-312026-01-07 PLMR PALOMAR HLDGS INC1.7K shares-53.29%2025-12-312026-01-07 ALPHABET INC ALPHABET INC736 sharesnew addition2025-12-312026-01-07 CPB THE CAMPBELLS COMPANY8.2K shares-49.65%2025-12-312026-01-07 RTX RTX CORPORATION1.2K sharesnew addition2025-12-312026-01-07 KDP KEURIG DR PEPPER INC7.7K shares-52.82%2025-12-312026-01-07 PCAR PACCAR INC1.9K shares-51.83%2025-12-312026-01-07 T AT&T INC8.4K sharesnew addition2025-12-312026-01-07 XEL XCEL ENERGY INC2.8K shares-56.06%2025-12-312026-01-07 LQDA LIQUIDIA CORPORATION5.9K shares-55.12%2025-12-312026-01-07 CNX CNX RES CORP5.5K shares-54.02%2025-12-312026-01-07 SPOK SPOK HLDGS INC14.8K shares-43.02%2025-12-312026-01-07 NG NOVAGOLD RES INC17.3K shares-54.79%2025-12-312026-01-07 SIGA SIGA TECHNOLOGIES INC22.2K shares-50.05%2025-12-312026-01-07 NAT NORDIC AMERICAN TANKERS LIMI38.4K shares-29.22%2025-12-312026-01-07 ARKO ARKO CORP10.5K shares-51.80%2025-12-312026-01-07 OSUR ORASURE TECHNOLOGIES INC19.4K shares-51.98%2025-12-312026-01-07 PSEC PROSPECT CAP CORP13.8K shares-23.22%2025-12-312026-01-07 MREO MEREO BIOPHARMA GROUP PLC21.7K shares-54.64%2025-12-312026-01-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available