Significant-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PTLO",
  "MMSI",
  "PLMR",
  "STRL",
  "ABT",
  "ABBV",
  "SPTN",
  "SBR",
  null,
  "AMRN",
  "WRB",
  "NRC",
  "MREO",
  "PDFS",
  "SIGA",
  "STRA",
  "USM",
  "LQDA",
  "SPOK",
  "GILD",
  "GIS",
  "ARKO",
  "CLW",
  null,
  "MCD",
  null,
  "META",
  "VVR",
  "IVT",
  "NAT",
  "RCMT",
  "IONS",
  null,
  null,
  "MSFT",
  "EXC",
  "INCY",
  "PCAR",
  "HSY",
  "KR",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "NG",
  "AMPH",
  null,
  null,
  "ASLE",
  "MOD",
  "VYM",
  "K",
  "RGLD",
  "SFM",
  "AMD",
  "GNE",
  "LANC",
  "LSEA",
  "AMZN",
  "VOOG",
  "VOO",
  "VKTX",
  null,
  "HCC",
  "WMT",
  "XEL",
  "YUMC",
  "OSUR",
  "IMKTA",
  "KDP",
  "NWN",
  "KMB",
  "BRK-B",
  "BJ",
  "CPB",
  "CLX",
  "CNX",
  "KO",
  "CEG",
  "ED",
  "CTRA",
  "DFAC",
  "NEE",
  "QQQ",
  "IWM",
  "XOM",
  "NFLX",
  "PM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 92
Total Value: 195146549
Accession Number: 0001376474-25-000414
Form Type: 13F-HR
CIK: significant-wealth-partners
Manager Name: Significant-Wealth-Partners

Data Enrichment

90% identified

83 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

92 positions • $195.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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KROGER CO

KR|501044101

Shares:8.6K

Value:$585.3K

% of Portfolio:0.3% ($585.3K/$195.1M)

AerSale Corp

ASLE|00810F106

Shares:74.7K

Value:$559.3K

% of Portfolio:0.3% ($559.3K/$195.1M)

74347X831

Shares:9.6K

Value:$548.2K

% of Portfolio:0.3% ($548.2K/$195.1M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.8K

Value:$531.2K

% of Portfolio:0.3% ($531.2K/$195.1M)

Palomar Holdings, Inc.

PLMR|69753M105

Shares:3.8K

Value:$524.7K

% of Portfolio:0.3% ($524.7K/$195.1M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:9.7K

Value:$505.8K

% of Portfolio:0.3% ($505.8K/$195.1M)

922908769

VTI|922908769

Shares:1.8K

Value:$499.8K

% of Portfolio:0.3% ($499.8K/$195.1M)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

Shares:4.7K

Value:$499.7K

% of Portfolio:0.3% ($499.7K/$195.1M)

CLOROX CO /DE/

CLX|189054109

Shares:3.4K

Value:$499.6K

% of Portfolio:0.3% ($499.6K/$195.1M)

25459W847

Shares:17.0K

Value:$498.2K

% of Portfolio:0.3% ($498.2K/$195.1M)

INCYTE CORP

INCY|45337C102

Shares:8.1K

Value:$489.9K

% of Portfolio:0.3% ($489.9K/$195.1M)

00214Q104

Shares:10.2K

Value:$484.6K

% of Portfolio:0.2% ($484.6K/$195.1M)

464287655

IWM|464287655

Shares:2.4K

Value:$483.3K

% of Portfolio:0.2% ($483.3K/$195.1M)

EXELON CORP

EXC|30161N101

Shares:10.4K

Value:$478.3K

% of Portfolio:0.2% ($478.3K/$195.1M)

SpartanNash Co

SPTN|847215100

Shares:23.5K

Value:$476.5K

% of Portfolio:0.2% ($476.5K/$195.1M)

INGLES MARKETS INC

IMKTA|457030104

Shares:7.2K

Value:$468.0K

% of Portfolio:0.2% ($468.0K/$195.1M)

KELLANOVA

K|487836108

Shares:5.7K

Value:$467.9K

% of Portfolio:0.2% ($467.9K/$195.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.8K

Value:$446.3K

% of Portfolio:0.2% ($446.3K/$195.1M)

464287200

IVV|464287200

Shares:764

Value:$429.3K

% of Portfolio:0.2% ($429.3K/$195.1M)

CAMPBELL'S Co

CPB|134429109

Shares:10.5K

Value:$419.9K

% of Portfolio:0.2% ($419.9K/$195.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KROGER CO(KRcusip501044101)	8.6K	QoQ +12.31% (+948) YoY -29.98% (-3.7K)	All Managers (Combined)	$585.3K	0.3% ($585.3K/$195.1M)	QoQ +24.33% (+$114.6K) YoY -17.04% (-$120.3K)
AerSale Corp(ASLEcusip00810F106)	74.7K	QoQ +13.56% (+8.9K) YoY NEW(+74.7K)	All Managers (Combined)	$559.3K	0.3% ($559.3K/$195.1M)	QoQ +35.01% (+$145.1K) YoY NEW(+$559.3K)
(cusip74347X831)✕	9.6K	QoQ +18.00% (-1.5K) YoY NEW(+9.6K)	All Managers (Combined)	$548.2K	0.3% ($548.2K/$195.1M)	QoQ -14.54% (-$93.3K) YoY NEW(+$548.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	4.8K	QoQ +11.85% (+509) YoY +63.62% (+1.9K)	All Managers (Combined)	$531.2K	0.3% ($531.2K/$195.1M)	QoQ +38.61% (+$148.0K) YoY +99.23% (+$264.6K)
Palomar Holdings, Inc.(PLMRcusip69753M105)	3.8K	QoQ +15.61% (+517) YoY NEW(+3.8K)	All Managers (Combined)	$524.7K	0.3% ($524.7K/$195.1M)	QoQ +50.09% (+$175.1K) YoY NEW(+$524.7K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	9.7K	QoQ +18.44% (+1.5K) YoY NEW(+9.7K)	All Managers (Combined)	$505.8K	0.3% ($505.8K/$195.1M)	QoQ +28.01% (+$110.7K) YoY NEW(+$505.8K)
(VTIcusip922908769)	1.8K	QoQ -1.14% (-21) YoY NEW(+1.8K)	All Managers (Combined)	$499.8K	0.3% ($499.8K/$195.1M)	QoQ -6.21% (-$33.1K) YoY NEW(+$499.8K)
MERIT MEDICAL SYSTEMS INC(MMSIcusip589889104)	4.7K	QoQ +17.52% (+705) YoY NEW(+4.7K)	All Managers (Combined)	$499.7K	0.3% ($499.7K/$195.1M)	QoQ +28.45% (+$110.7K) YoY NEW(+$499.7K)
CLOROX CO /DE/(CLXcusip189054109)	3.4K	QoQ +8.88% (-277) YoY -14.33% (-568)	All Managers (Combined)	$499.6K	0.3% ($499.6K/$195.1M)	QoQ -1.29% (-$6.5K) YoY -17.62% (-$106.9K)
(cusip25459W847)✕	17.0K	QoQ +29.90% (-3.9K) YoY NEW(+17.0K)	All Managers (Combined)	$498.2K	0.3% ($498.2K/$195.1M)	QoQ -9.24% (-$50.7K) YoY NEW(+$498.2K)
INCYTE CORP(INCYcusip45337C102)	8.1K	QoQ +14.32% (+1.0K) YoY NEW(+8.1K)	All Managers (Combined)	$489.9K	0.3% ($489.9K/$195.1M)	QoQ +0.22% (+$1.1K) YoY NEW(+$489.9K)
(cusip00214Q104)✕	10.2K	QoQ +33.27% (+2.5K) YoY +123.40% (+5.6K)	All Managers (Combined)	$484.6K	0.2% ($484.6K/$195.1M)	QoQ +11.70% (+$50.8K) YoY +112.25% (+$256.3K)
(IWMcusip464287655)	2.4K	QoQ -7.34% (-192) YoY +50.21% (+810)	All Managers (Combined)	$483.3K	0.2% ($483.3K/$195.1M)	QoQ -16.35% (-$94.5K) YoY +42.49% (+$144.1K)
EXELON CORP(EXCcusip30161N101)	10.4K	QoQ -0.66% (-70) YoY +26.03% (+2.1K)	All Managers (Combined)	$478.3K	0.2% ($478.3K/$195.1M)	QoQ +21.60% (-$85.0K) YoY +54.59% (+$168.9K)
SpartanNash Co(SPTNcusip847215100)	23.5K	QoQ +21.49% (+4.2K) YoY NEW(+23.5K)	All Managers (Combined)	$476.5K	0.2% ($476.5K/$195.1M)	QoQ +34.35% (+$121.9K) YoY NEW(+$476.5K)
INGLES MARKETS INC(IMKTAcusip457030104)	7.2K	QoQ +19.34% (+1.2K) YoY NEW(+7.2K)	All Managers (Combined)	$468.0K	0.2% ($468.0K/$195.1M)	QoQ +20.62% (+$80.0K) YoY NEW(+$468.0K)
KELLANOVA(Kcusip487836108)	5.7K	QoQ +3.93% (+215) YoY -66.28% (-11.1K)	All Managers (Combined)	$467.9K	0.2% ($467.9K/$195.1M)	QoQ +5.88% (+$26.0K) YoY -51.44% (-$495.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	3.8K	QoQ -5.37% (-213) YoY -0.34% (-13)	All Managers (Combined)	$446.3K	0.2% ($446.3K/$195.1M)	QoQ +4.62% (-$19.7K) YoY +1.95% (-$8.6K)
(IVVcusip464287200)	764	QoQ +58.17% (+281) YoY NEW(+764)	All Managers (Combined)	$429.3K	0.2% ($429.3K/$195.1M)	QoQ +50.98% (+$145.0K) YoY NEW(+$429.3K)
CAMPBELL'S Co(CPBcusip134429109)	10.5K	QoQ +14.67% (+1.3K) YoY +78.58% (+4.6K)	All Managers (Combined)	$419.9K	0.2% ($419.9K/$195.1M)	QoQ +9.30% (+$35.7K) YoY +60.38% (+$158.1K)