Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $137,399,844
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Genie Energy Ltd.
 GNE 171,079 $4,812,458 3.5%
2.
D H T Holdings Inc
 DHT 473,036 $4,640,488 3.37%
3.
Nordic American Tankers Limited
 NAT 1,015,905 $4,266,801 3.1%
4.
Invesco Senior Income Trust
 VVR 1,003,557 $4,114,584 2.99%
5.
Pimco Dynamic Income Fund
 PDI 221,818 $3,981,632 2.89%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)