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:

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921946406

VYM|921946406

Shares:1.6K

Value:$204.0K

% of Portfolio:0.1% ($204.0K/$195.1M)

SIGA TECHNOLOGIES INC

SIGA|826917106

Shares:34.3K

Value:$187.8K

% of Portfolio:0.1% ($187.8K/$195.1M)

RCM TECHNOLOGIES, INC.

RCMT|749360400

Shares:10.3K

Value:$160.1K

% of Portfolio:0.1% ($160.1K/$195.1M)

NATIONAL RESEARCH CORP

NRC|637372202

Shares:10.2K

Value:$130.5K

% of Portfolio:0.1% ($130.5K/$195.1M)

NOVAGOLD RESOURCES INC

NG|66987E206

Shares:38.5K

Value:$112.6K

% of Portfolio:0.1% ($112.6K/$195.1M)

ORASURE TECHNOLOGIES INC

OSUR|68554V108

Shares:27.1K

Value:$91.2K

% of Portfolio:0.0% ($91.2K/$195.1M)

Landsea Homes Corp

LSEA|51509P103

Shares:10.5K

Value:$67.1K

% of Portfolio:0.0% ($67.1K/$195.1M)

Invesco Senior Income Trust

VVR|46131H107

Shares:17.6K

Value:$65.9K

% of Portfolio:0.0% ($65.9K/$195.1M)

NORDIC AMERICAN TANKERS Ltd

NAT|G65773106

Shares:24.8K

Value:$61.1K

% of Portfolio:0.0% ($61.1K/$195.1M)

ARKO Corp.

ARKO|041242108

Shares:12.1K

Value:$48.0K

% of Portfolio:0.0% ($48.0K/$195.1M)

Mereo BioPharma Group plc

MREO|589492107

Shares:13.8K

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$195.1M)

AMARIN CORP PLC\UK

AMRN|023111206

Shares:33.0K

Value:$14.8K

% of Portfolio:0.0% ($14.8K/$195.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$204.0K	0.1% ($204.0K/$195.1M)	QoQ NEW(+$204.0K) YoY NEW(+$204.0K)
SIGA TECHNOLOGIES INC(SIGAcusip826917106)	34.3K	QoQ +21.44% (+6.1K) YoY NEW(+34.3K)	All Managers (Combined)	$187.8K	0.1% ($187.8K/$195.1M)	QoQ +10.73% (+$18.2K) YoY NEW(+$187.8K)
RCM TECHNOLOGIES, INC.(RCMTcusip749360400)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$160.1K	0.1% ($160.1K/$195.1M)	QoQ NEW(+$160.1K) YoY NEW(+$160.1K)
NATIONAL RESEARCH CORP(NRCcusip637372202)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$130.5K	0.1% ($130.5K/$195.1M)	QoQ NEW(+$130.5K) YoY NEW(+$130.5K)
NOVAGOLD RESOURCES INC(NGcusip66987E206)	38.5K	QoQ +20.92% (+6.7K) YoY NEW(+38.5K)	All Managers (Combined)	$112.6K	0.1% ($112.6K/$195.1M)	QoQ +6.03% (+$6.4K) YoY NEW(+$112.6K)
ORASURE TECHNOLOGIES INC(OSURcusip68554V108)	27.1K	QoQ +20.77% (+4.7K) YoY NEW(+27.1K)	All Managers (Combined)	$91.2K	0.0% ($91.2K/$195.1M)	QoQ +12.74% (+$10.3K) YoY NEW(+$91.2K)
Landsea Homes Corp(LSEAcusip51509P103)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$67.1K	0.0% ($67.1K/$195.1M)	QoQ NEW(+$67.1K) YoY NEW(+$67.1K)
Invesco Senior Income Trust(VVRcusip46131H107)	17.6K	QoQ +57.66% (+6.4K) YoY +7.59% (-1.2K)	All Managers (Combined)	$65.9K	0.0% ($65.9K/$195.1M)	QoQ +49.68% (+$21.9K) YoY -5.73% (-$4.0K)
NORDIC AMERICAN TANKERS Ltd(NATcusipG65773106)	24.8K	QoQ +54.83% (+8.8K) YoY -96.90% (-778.4K)	All Managers (Combined)	$61.1K	0.0% ($61.1K/$195.1M)	QoQ +52.35% (+$21.0K) YoY -98.06% (-$3.1M)
ARKO Corp.(ARKOcusip041242108)	12.1K	QoQ +20.53% (-2.1K) YoY NEW(+12.1K)	All Managers (Combined)	$48.0K	0.0% ($48.0K/$195.1M)	QoQ -27.74% (-$18.4K) YoY NEW(+$48.0K)
Mereo BioPharma Group plc(MREOcusip589492107)	13.8K	QoQ +27.45% (-3.0K) YoY NEW(+13.8K)	All Managers (Combined)	$31.0K	0.0% ($31.0K/$195.1M)	QoQ -18.06% (-$6.8K) YoY NEW(+$31.0K)
AMARIN CORP PLC\UK(AMRNcusip023111206)	33.0K	QoQ -3.91% (-1.3K) YoY -4.66% (-1.6K)	All Managers (Combined)	$14.8K	0.0% ($14.8K/$195.1M)	QoQ -11.23% (-$1.9K) YoY -52.04% (-$16.0K)