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Home > Institutional Investor > Significant Wealth Partners Llc > Profile

Instuitional Investor - Significant Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Significant Wealth Partners Llc
Portfolio Value $195,146,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Listed Fd Tr
 6,440,432 $148,838,378 76.27%
2.
Spdr S & P 500 Etf Trust
 SPY 8,329 $4,658,901 2.39%
3.
United States Cellular Corp
 USM 46,182 $3,193,485 1.64%
4.
Vanguard Admiral Fds Inc
 6,048 $2,023,082 1.04%
5.
Abbvie Inc.
 ABBV 6,994 $1,465,477 0.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)