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CIK: 0001964680
Total reported value
$92.4M
$92.4M
149 檔
22.1%
As reported in its official Q1 2024 Form 13F filing, Significant Wealth Partners LLC's tracked investment portfolio stood at $92.4M with 149 total positions.
During Q1 2024, Significant Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLX | Sixth Street Specialty Lendi | Stock-Other | 2.85% | — | +949.77% | |
| 2 | ORC | Orchid Island Capital Inc | Stock-Other | 2.69% | — | +266.79% | |
| 3 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 2.63% | -0.03% | +217.90% | |
| 4 | CRF | Cornerstone Total Return | Stock-Other | 2.61% | — | +15.87% | |
| 5 | INSW | International Seaways, Inc. | Stock-Other | 2.61% | — | +721.56% | |
| 6 | GOF | Guggenheim Strategic Opport | Stock-Other | 2.60% | -0.25% | +60.82% | |
| 7 | DHT | DHT Holdings, Inc. | Stock-Other | 2.58% | — | -27.62% | |
| 8 | FRO | Frontline plc | Stock-Other | 2.37% | — | +569.63% | |
| 9 | CLM | Cornerstone Strategic Invest | Stock-Other | 2.35% | — | -13.20% | |
| 10 | BKLN | Invesco Senior Loan ETF | ETF-Other | 2.28% | — | +931.75% | |
| 11 | ARCH1USD | Arch Resources Inc | Stock-Other | 2.26% | — | +903.98% | |
| 12 | XIFR | Xplr Infrastructure LP | Stock-Utilities | 2.19% | — | +897.39% | |
| 13 | NEM | Newmont CORP | Stock-Materials | 2.11% | — | +218.74% | |
| 14 | DAC | Danaos Corporation | Stock-Other | 2.08% | — | +1048.05% | |
| 15 | NAT | Nordic American Tankers Limited | Stock-Other | 2.07% | -0.11% | -20.93% | |
| 16 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.82% | -0.08% | +54.25% | |
| 17 | KREF | Kkr Real Estate Finance Trus | Stock-Other | 1.72% | — | +21.12% | |
| 18 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.67% | -0.17% | +796.30% | |
| 19 | GNL | Global Net Lease Inc | Stock-Real Estate | 1.63% | — | +1361.58% | |
| 20 | CCOI | Cogent Communications Holdin | Stock-Other | 1.61% | — | +229.67% | |
| 21 | RA | Brookfield Real Assets Incom | Stock-Other | 1.61% | — | +304.81% | |
| 22 | GFF | Griffon CORP | Stock-Industrials | 1.51% | — | +629.75% | |
| 23 | SBR | Sabine Royalty Trust | Stock-Other | 1.49% | -0.31% | -8.07% | |
| 24 | AGNC | Agnc Investment CORP | Stock-Real Estate | 1.48% | -0.03% | +778.77% | |
| 25 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.36% | — | +377.14% | |
| 26 | GIS | General Mills Inc | Stock-Consumer Staples | 1.21% | -0.08% | -2.70% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.09% | +72.59% | |
| 28 | SBS | Cia Saneamento Basico De-adr | Stock-Other | 1.14% | — | +690.40% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | +0.08% | +26.60% | |
| 30 | AD | Array Digital Infrastructure | Stock-Other | 1.11% | — | — | |
| 31 | HTGC | Hercules Capital Inc | Stock-Financials | 1.05% | -0.12% | +192.39% | |
| 32 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.99% | -0.16% | -64.90% | |
| 33 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.97% | — | +88.41% | |
| 34 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.50% | -14.62% | |
| 35 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.84% | +0.25% | NEW | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.83% | — | +117.65% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.82% | -0.12% | -27.44% | |
| 38 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 0.82% | — | — | |
| 39 | ASC | Ardmore Shipping Corporation | Stock-Other | 0.81% | — | — | |
| 40 | GOLD | Gold.com Inc | Stock-Other | 0.78% | — | — | |
| 41 | DX | Dynex Capital Inc | Stock-Other | 0.78% | -0.09% | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.03% | -25.88% | |
| 43 | CWH | Camping World Holdings Inc-a | Stock-Other | 0.75% | — | — | |
| 44 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.74% | +0.18% | — | |
| 45 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.67% | — | +90.16% | |
| 46 | KEL | Kellanova | Stock-Other | 0.63% | — | +170.04% | |
| 47 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.62% | -0.14% | -22.78% | |
| 48 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.60% | — | +84.88% | |
| 49 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.59% | — | +7.08% | |
| 50 | IIPR | Innovative Industrial Proper | Stock-Real Estate | 0.58% | +0.23% | NEW |
According to official SEC Form 13F filings, Significant Wealth Partners LLC reported a total U.S. public equity portfolio value of $92.4M across 149 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TSLX, ORC, OCSL) accounted for 22.1% of total reported equity market value during Q1 2024.
During Q1 2024, Significant Wealth Partners LLC's top holdings by market value included TSLX (2.9%)、ORC (2.7%)、OCSL (2.6%). The largest single position, TSLX, represented 2.9% of total portfolio value.
In Q1 2024, Significant Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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