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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MICROSOFT CORP

MSFT|594918104

Shares:1.1K

Value:$413.0K

% of Portfolio:0.2% ($413.0K/$195.1M)

IONIS PHARMACEUTICALS INC

IONS|462222100

Shares:13.6K

Value:$410.5K

% of Portfolio:0.2% ($410.5K/$195.1M)

XCEL ENERGY INC

XEL|98389B100

Shares:5.7K

Value:$404.5K

% of Portfolio:0.2% ($404.5K/$195.1M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.7K

Value:$385.8K

% of Portfolio:0.2% ($385.8K/$195.1M)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:11.2K

Value:$384.0K

% of Portfolio:0.2% ($384.0K/$195.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:712

Value:$379.2K

% of Portfolio:0.2% ($379.2K/$195.1M)

Spok Holdings, Inc

SPOK|84863T106

Shares:22.2K

Value:$364.4K

% of Portfolio:0.2% ($364.4K/$195.1M)

SABINE ROYALTY TRUST

SBR|785688102

Shares:5.2K

Value:$351.4K

% of Portfolio:0.2% ($351.4K/$195.1M)

Northwest Natural Holding Co

NWN|66765N105

Shares:8.1K

Value:$347.8K

% of Portfolio:0.2% ($347.8K/$195.1M)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:2.9K

Value:$331.3K

% of Portfolio:0.2% ($331.3K/$195.1M)

Sprouts Farmers Market, Inc.

SFM|85208M102

Shares:2.1K

Value:$324.2K

% of Portfolio:0.2% ($324.2K/$195.1M)

25434V708

DFAC|25434V708

Shares:9.8K

Value:$322.0K

% of Portfolio:0.2% ($322.0K/$195.1M)

COCA COLA CO

KO|191216100

Shares:4.5K

Value:$321.3K

% of Portfolio:0.2% ($321.3K/$195.1M)

CNX Resources Corp

CNX|12653C108

Shares:9.8K

Value:$308.4K

% of Portfolio:0.2% ($308.4K/$195.1M)

92647N782

Shares:4.5K

Value:$305.6K

% of Portfolio:0.2% ($305.6K/$195.1M)

PACCAR INC

PCAR|693718108

Shares:3.1K

Value:$303.6K

% of Portfolio:0.2% ($303.6K/$195.1M)

Clearwater Paper Corp

CLW|18538R103

Shares:12.0K

Value:$303.2K

% of Portfolio:0.2% ($303.2K/$195.1M)

Meta Platforms, Inc.

META|30303M102

Shares:520

Value:$299.7K

% of Portfolio:0.2% ($299.7K/$195.1M)

Amphastar Pharmaceuticals, Inc.

AMPH|03209R103

Shares:10.2K

Value:$296.1K

% of Portfolio:0.2% ($296.1K/$195.1M)

BERKLEY W R CORP

WRB|084423102

Shares:4.1K

Value:$292.8K

% of Portfolio:0.2% ($292.8K/$195.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	1.1K	QoQ +7.73% (-79) YoY -18.27% (-246)	All Managers (Combined)	$413.0K	0.2% ($413.0K/$195.1M)	QoQ -4.00% (-$17.2K) YoY -27.09% (-$153.5K)
IONIS PHARMACEUTICALS INC(IONScusip462222100)	13.6K	QoQ +24.75% (+2.7K) YoY NEW(+13.6K)	All Managers (Combined)	$410.5K	0.2% ($410.5K/$195.1M)	QoQ +7.66% (+$29.2K) YoY NEW(+$410.5K)
XCEL ENERGY INC(XELcusip98389B100)	5.7K	QoQ +17.06% (+833) YoY NEW(+5.7K)	All Managers (Combined)	$404.5K	0.2% ($404.5K/$195.1M)	QoQ +22.73% (+$74.9K) YoY NEW(+$404.5K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.7K	QoQ +10.64% (+261) YoY -72.51% (-7.2K)	All Managers (Combined)	$385.8K	0.2% ($385.8K/$195.1M)	QoQ +20.09% (+$64.6K) YoY -69.77% (-$890.9K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	11.2K	QoQ +21.77% (+2.0K) YoY NEW(+11.2K)	All Managers (Combined)	$384.0K	0.2% ($384.0K/$195.1M)	QoQ +29.73% (+$88.0K) YoY NEW(+$384.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	712	QoQ +12.65% (+80) YoY NEW(+712)	All Managers (Combined)	$379.2K	0.2% ($379.2K/$195.1M)	QoQ +32.36% (+$92.7K) YoY NEW(+$379.2K)
Spok Holdings, Inc(SPOKcusip84863T106)	22.2K	QoQ +20.47% (+3.8K) YoY NEW(+22.2K)	All Managers (Combined)	$364.4K	0.2% ($364.4K/$195.1M)	QoQ +23.40% (+$69.1K) YoY NEW(+$364.4K)
SABINE ROYALTY TRUST(SBRcusip785688102)	5.2K	QoQ +17.08% (+760) YoY -85.50% (-30.7K)	All Managers (Combined)	$351.4K	0.2% ($351.4K/$195.1M)	QoQ +21.87% (+$63.1K) YoY -84.52% (-$1.9M)
Northwest Natural Holding Co(NWNcusip66765N105)	8.1K	QoQ +18.98% (+1.3K) YoY NEW(+8.1K)	All Managers (Combined)	$347.8K	0.2% ($347.8K/$195.1M)	QoQ +28.49% (+$77.1K) YoY NEW(+$347.8K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	2.9K	QoQ +17.57% (+434) YoY NEW(+2.9K)	All Managers (Combined)	$331.3K	0.2% ($331.3K/$195.1M)	QoQ +50.13% (+$110.7K) YoY NEW(+$331.3K)
Sprouts Farmers Market, Inc.(SFMcusip85208M102)	2.1K	QoQ +14.68% (+272) YoY NEW(+2.1K)	All Managers (Combined)	$324.2K	0.2% ($324.2K/$195.1M)	QoQ +37.76% (+$88.9K) YoY NEW(+$324.2K)
(DFACcusip25434V708)	9.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$322.0K	0.2% ($322.0K/$195.1M)	QoQ -4.62% (-$15.6K) YoY +3.25% (+$10.2K)
COCA COLA CO(KOcusip191216100)	4.5K	QoQ +19.02% (+717) YoY NEW(+4.5K)	All Managers (Combined)	$321.3K	0.2% ($321.3K/$195.1M)	QoQ +36.91% (+$86.6K) YoY NEW(+$321.3K)
CNX Resources Corp(CNXcusip12653C108)	9.8K	QoQ +26.10% (+2.0K) YoY NEW(+9.8K)	All Managers (Combined)	$308.4K	0.2% ($308.4K/$195.1M)	QoQ +8.25% (+$23.5K) YoY NEW(+$308.4K)
(cusip92647N782)✕	4.5K	QoQ +0.36% (-16) YoY +1.31% (+58)	All Managers (Combined)	$305.6K	0.2% ($305.6K/$195.1M)	QoQ -0.25% (-$773) YoY +5.25% (+$15.3K)
PACCAR INC(PCARcusip693718108)	3.1K	QoQ +14.54% (+396) YoY -18.82% (-723)	All Managers (Combined)	$303.6K	0.2% ($303.6K/$195.1M)	QoQ +7.23% (+$20.5K) YoY -36.19% (-$172.3K)
Clearwater Paper Corp(CLWcusip18538R103)	12.0K	QoQ +17.27% (-1.8K) YoY NEW(+12.0K)	All Managers (Combined)	$303.2K	0.2% ($303.2K/$195.1M)	QoQ -0.05% (-$168) YoY NEW(+$303.2K)
Meta Platforms, Inc.(METAcusip30303M102)	520	QoQ NEW(+520) YoY NEW(+520)	All Managers (Combined)	$299.7K	0.2% ($299.7K/$195.1M)	QoQ NEW(+$299.7K) YoY NEW(+$299.7K)
Amphastar Pharmaceuticals, Inc.(AMPHcusip03209R103)	10.2K	QoQ +43.16% (+3.1K) YoY NEW(+10.2K)	All Managers (Combined)	$296.1K	0.2% ($296.1K/$195.1M)	QoQ +11.78% (+$31.2K) YoY NEW(+$296.1K)
BERKLEY W R CORP(WRBcusip084423102)	4.1K	QoQ +18.93% (+655) YoY NEW(+4.1K)	All Managers (Combined)	$292.8K	0.2% ($292.8K/$195.1M)	QoQ +44.62% (+$90.3K) YoY NEW(+$292.8K)