Signature Wealth Management Partners
Latest statistics and disclosures from Signature Wealth Management Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVE, JAAA, JEPI, AAPL, IVW, and represent 38.79% of Signature Wealth Management Partners's stock portfolio.
- Added to shares of these 10 stocks: JAAA, MSFT, JEPI, RGTI, BRK.B, B, IVW, SPYG, PANW, IWB.
- Started 6 new stock positions in IWB, IBIT, RGTI, B, SPYG, FV.
- Reduced shares in these 10 stocks: IYW, APD, NEM, OKLO, CRWD, , PYPL, AAPL, FHLC, XLE.
- Sold out of its positions in APD, COST, PYPL.
- Signature Wealth Management Partners was a net buyer of stock by $3.0M.
- Signature Wealth Management Partners has $191M in assets under management (AUM), dropping by 9.17%.
- Central Index Key (CIK): 0001824694
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Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 113 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Val Etf (IVE) | 10.3 | $20M | 95k | 206.51 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 7.9 | $15M | +5% | 296k | 50.78 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.4 | $14M | +4% | 248k | 57.10 |
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| Apple (AAPL) | 6.7 | $13M | 50k | 254.63 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.6 | $13M | +2% | 104k | 120.72 |
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| Ishares Tr U.s. Tech Etf (IYW) | 6.4 | $12M | -4% | 62k | 195.86 |
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| Ametek (AME) | 3.4 | $6.4M | 34k | 188.00 |
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| Microsoft Corporation (MSFT) | 2.9 | $5.5M | +12% | 11k | 517.93 |
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| Amazon (AMZN) | 2.5 | $4.9M | 22k | 219.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $4.7M | 7.0k | 666.19 |
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| JPMorgan Chase & Co. (JPM) | 2.2 | $4.3M | 14k | 315.43 |
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| Meta Platforms Cl A (META) | 1.8 | $3.4M | 4.6k | 734.48 |
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| NVIDIA Corporation (NVDA) | 1.8 | $3.4M | 18k | 186.58 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.8M | 12k | 243.10 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.4M | 13k | 185.41 |
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| Bank of New York Mellon Corporation (BK) | 1.2 | $2.3M | 21k | 108.96 |
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| Public Service Enterprise (PEG) | 1.2 | $2.3M | 28k | 83.46 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $2.2M | 3.3k | 669.20 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.8M | 11k | 167.33 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.7M | +21% | 3.4k | 502.74 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.6M | -12% | 3.3k | 490.38 |
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| Dover Corporation (DOV) | 0.8 | $1.6M | -4% | 9.3k | 166.83 |
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| At&t (T) | 0.8 | $1.5M | 53k | 28.24 |
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| Philip Morris International (PM) | 0.8 | $1.4M | -3% | 8.9k | 162.20 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.4M | 9.6k | 145.64 |
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| Goldman Sachs (GS) | 0.7 | $1.4M | 1.7k | 796.38 |
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| Nextera Energy (NEE) | 0.7 | $1.3M | 17k | 75.49 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.3M | -3% | 11k | 112.75 |
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| Select Sector Spdr Tr Technology (XLK) | 0.7 | $1.2M | 4.4k | 281.86 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $1.2M | +17% | 22k | 53.24 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.2M | 4.9k | 243.55 |
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| Newmont Mining Corporation (NEM) | 0.6 | $1.2M | -16% | 14k | 84.31 |
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| Select Sector Spdr Tr Energy (XLE) | 0.6 | $1.2M | -7% | 13k | 89.34 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.1M | 2.4k | 468.47 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.1M | 7.5k | 144.37 |
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| Deere & Company (DE) | 0.6 | $1.1M | -4% | 2.4k | 457.28 |
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| International Business Machines (IBM) | 0.5 | $983k | 3.5k | 282.14 |
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| Loews Corporation (L) | 0.5 | $913k | -2% | 9.1k | 100.39 |
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| Altria (MO) | 0.5 | $901k | 14k | 66.06 |
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| Tesla Motors (TSLA) | 0.5 | $892k | 2.0k | 444.72 |
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| Martin Marietta Materials (MLM) | 0.5 | $880k | 1.4k | 630.28 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $879k | -2% | 4.8k | 182.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.5 | $860k | -6% | 16k | 53.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $846k | 1.4k | 600.30 |
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| Servicenow (NOW) | 0.4 | $846k | 919.00 | 920.28 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $844k | -12% | 13k | 66.87 |
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| Broadcom (AVGO) | 0.4 | $841k | +4% | 2.5k | 329.88 |
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| Eli Lilly & Co. (LLY) | 0.4 | $793k | +6% | 1.0k | 763.32 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $780k | 5.5k | 141.50 |
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| General Motors Company (GM) | 0.4 | $719k | 12k | 60.97 |
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| Ge Aerospace Com New (GE) | 0.4 | $696k | 2.3k | 300.84 |
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| Entergy Corporation (ETR) | 0.4 | $681k | 7.3k | 93.19 |
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| Verizon Communications (VZ) | 0.4 | $678k | +9% | 15k | 43.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $674k | 11k | 62.47 |
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| American Express Company (AXP) | 0.4 | $674k | 2.0k | 332.16 |
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| Pepsi (PEP) | 0.3 | $612k | 4.4k | 140.44 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $604k | 6.3k | 95.89 |
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| Merck & Co (MRK) | 0.3 | $602k | +3% | 7.2k | 83.93 |
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| Chevron Corporation (CVX) | 0.3 | $581k | +2% | 3.7k | 155.28 |
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| Boeing Company (BA) | 0.3 | $573k | 2.7k | 215.83 |
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| Enbridge (ENB) | 0.3 | $567k | -2% | 11k | 50.46 |
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| Uber Technologies (UBER) | 0.3 | $559k | 5.7k | 97.97 |
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| Palo Alto Networks (PANW) | 0.3 | $538k | +83% | 2.6k | 203.62 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $533k | 2.2k | 239.64 |
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| Oklo Com Cl A (OKLO) | 0.3 | $526k | -31% | 4.7k | 111.63 |
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| Blackrock (BLK) | 0.3 | $524k | 449.00 | 1165.87 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $523k | 1.9k | 279.84 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $477k | +71% | 12k | 39.22 |
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| Ge Vernova (GEV) | 0.2 | $463k | +16% | 753.00 | 614.90 |
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| Intercontinental Exchange (ICE) | 0.2 | $460k | 2.7k | 168.48 |
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| Netflix (NFLX) | 0.2 | $446k | 372.00 | 1198.92 |
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.2 | $446k | +28% | 18k | 24.63 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $418k | 861.00 | 485.16 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $416k | 557.00 | 746.63 |
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| Tg Therapeutics (TGTX) | 0.2 | $404k | +3% | 11k | 36.12 |
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| Home Depot (HD) | 0.2 | $392k | +25% | 966.00 | 405.34 |
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| Vanguard World Consum Stp Etf (VDC) | 0.2 | $386k | 1.8k | 213.73 |
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| ConocoPhillips (COP) | 0.2 | $374k | +14% | 4.0k | 94.59 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $372k | +73% | 4.4k | 85.34 |
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| Golub Capital BDC (GBDC) | 0.2 | $367k | +107% | 27k | 13.69 |
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| Sempra Energy (SRE) | 0.2 | $362k | 4.0k | 89.98 |
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| Rigetti Computing Common Stock (RGTI) | 0.2 | $357k | NEW | 12k | 29.79 |
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| Roper Industries (ROP) | 0.2 | $349k | 700.00 | 498.69 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $340k | 955.00 | 355.47 |
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| GSK Sponsored Adr (GSK) | 0.2 | $324k | 7.5k | 43.16 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $323k | -14% | 2.9k | 109.65 |
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $310k | 6.9k | 45.11 |
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| Barrick Mng Corp Com Shs (B) | 0.2 | $302k | NEW | 9.2k | 32.77 |
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| Shell Spon Ads (SHEL) | 0.2 | $298k | 4.2k | 71.53 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $295k | 1.4k | 215.79 |
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| Unitil Corporation (UTL) | 0.1 | $281k | 5.9k | 47.86 |
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| Citigroup Com New (C) | 0.1 | $277k | 2.7k | 101.50 |
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| Zscaler Incorporated (ZS) | 0.1 | $270k | 900.00 | 299.66 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $269k | 1.3k | 203.61 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $267k | 16k | 17.16 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $266k | 2.9k | 91.43 |
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| Becton, Dickinson and (BDX) | 0.1 | $264k | -11% | 1.4k | 187.17 |
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| McDonald's Corporation (MCD) | 0.1 | $263k | 865.00 | 303.89 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $254k | NEW | 2.4k | 104.53 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $243k | +46% | 4.4k | 55.49 |
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| Phillips 66 (PSX) | 0.1 | $240k | 1.8k | 136.02 |
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| Bank of America Corporation (BAC) | 0.1 | $234k | -4% | 4.5k | 51.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $233k | 381.00 | 612.49 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $231k | 4.6k | 50.47 |
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| salesforce (CRM) | 0.1 | $222k | 936.00 | 237.01 |
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| Travelers Companies (TRV) | 0.1 | $213k | 763.00 | 279.20 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $208k | NEW | 570.00 | 365.48 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $206k | NEW | 3.3k | 61.92 |
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| Carrier Global Corporation (CARR) | 0.1 | $206k | 3.5k | 59.70 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $205k | NEW | 3.1k | 65.00 |
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| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $173k | 14k | 12.02 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $125k | 17k | 7.22 |
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| Coty Com Cl A (COTY) | 0.0 | $53k | -13% | 13k | 4.04 |
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Past Filings by Signature Wealth Management Partners
SEC 13F filings are viewable for Signature Wealth Management Partners going back to 2020
- Signature Wealth Management Partners 2025 Q3 filed Oct. 23, 2025
- Signature Wealth Management Partners 2025 Q2 filed July 22, 2025
- Signature Wealth Management Partners 2025 Q1 filed May 8, 2025
- Signature Wealth Management Partners 2024 Q4 filed Jan. 23, 2025
- Signature Wealth Management Partners 2024 Q3 filed Oct. 25, 2024
- Signature Wealth Management Partners 2024 Q2 filed July 15, 2024
- Signature Wealth Management Partners 2024 Q1 filed April 26, 2024
- Signature Wealth Management Partners 2023 Q4 filed Jan. 19, 2024
- Signature Wealth Management Partners 2023 Q3 filed Oct. 24, 2023
- Signature Wealth Management Partners 2023 Q2 filed July 24, 2023
- Signature Wealth Management Partners 2023 Q1 filed May 3, 2023
- Signature Wealth Management Partners 2022 Q4 filed Feb. 6, 2023
- Signature Wealth Management Partners 2022 Q3 filed Nov. 1, 2022
- Signature Wealth Management Partners 2022 Q2 filed July 22, 2022
- Signature Wealth Management Partners 2022 Q1 filed May 10, 2022
- Signature Wealth Management Partners 2021 Q4 filed Jan. 19, 2022