Significant Wealth Partners LLC
Top Portfolio Positions
93 positions ·
$58,764,683 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SBR |
Sabine Royalty Trust
Energy
|
26,210 | $1,974,661 | 3.36% | |
| FLNG |
Flex LNG Ltd.
Energy
|
66,206 | $1,966,980 | 3.35% | |
| ARES |
Ares Management Corp
Financial Services
|
17,607 | $1,920,923 | 3.27% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,882 | $1,874,279 | 3.19% | |
| HTGC |
Hercules Capital, Inc.
Financial Services
|
125,136 | $1,848,258 | 3.15% | |
| ABBV |
AbbVie Inc.
Healthcare
|
8,313 | $1,807,994 | 3.08% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
177,162 | $1,803,509 | 3.07% | |
| PAG |
Penske Automotive Group, Inc.
Consumer Cyclical
|
12,005 | $1,794,987 | 3.05% | |
| CGBD |
Carlyle Secured Lending, Inc.
Financial Services
|
162,306 | $1,775,627 | 3.02% | |
| RSF |
RiverNorth Capital & Income Fund, Inc.
Financial Services
|
120,905 | $1,759,167 | 2.99% |
Portfolio Trend
Holdings in NG
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,304 | 16,849 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $160,770 | 17,250 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $335,737 | 38,152 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $157,240 | 38,445 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $112,554 | 38,546 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $106,147 | 31,876 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||