Signature Wealth Management Partners
Latest statistics and disclosures from Signature Wealth Management Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVE, JEPI, IYW, IVW, and represent 38.59% of Signature Wealth Management Partners's stock portfolio.
- Added to shares of these 10 stocks: JAAA, IVE, BINC, JEPI, BLK, PM, ETR, ISPY, GEV, TSLA.
- Started 7 new stock positions in GEV, VOO, ISPY, BLK, NVTS, BINC, TSLA.
- Reduced shares in these 10 stocks: DOW, , , KVUE, XLC, AMD, , ADMA, F, GOOG.
- Sold out of its positions in ADMA, AMD, DVN, DOW, F, KVUE, REGN, XLC, NXPI.
- Signature Wealth Management Partners was a net buyer of stock by $5.2M.
- Signature Wealth Management Partners has $146M in assets under management (AUM), dropping by 5.41%.
- Central Index Key (CIK): 0001824694
Tip: Access up to 7 years of quarterly data
Positions held by Signature Wealth Management Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 102 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $13M | 53k | 250.42 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 8.6 | $13M | +8% | 66k | 190.88 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.2 | $11M | +6% | 183k | 57.53 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 6.9 | $10M | 63k | 159.52 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.8 | $9.9M | +2% | 98k | 101.53 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 5.1 | $7.4M | +43% | 146k | 50.71 |
|
| Ametek (AME) | 4.2 | $6.1M | 34k | 180.26 |
|
|
| Amazon (AMZN) | 3.2 | $4.7M | 22k | 219.39 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.8 | $4.1M | 7.1k | 586.08 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $4.0M | 9.5k | 421.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $3.1M | 13k | 239.71 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $2.5M | 4.2k | 585.56 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $2.1M | 11k | 189.30 |
|
|
| Dover Corporation (DOV) | 1.3 | $1.9M | 10k | 187.60 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $1.7M | +3% | 2.9k | 588.74 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $1.7M | +4% | 13k | 134.29 |
|
| Bank of New York Mellon Corporation (BK) | 1.1 | $1.6M | 21k | 76.83 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 1.0 | $1.5M | -3% | 22k | 65.35 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.4M | 3.0k | 453.28 |
|
|
| Philip Morris International (PM) | 0.9 | $1.3M | +29% | 11k | 120.35 |
|
| At&t (T) | 0.9 | $1.3M | 57k | 22.77 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.3M | 15k | 85.66 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.2M | +2% | 9.5k | 128.62 |
|
| Deere & Company (DE) | 0.8 | $1.2M | 2.8k | 423.72 |
|
|
| Raytheon Technologies Corp (RTX) | 0.8 | $1.2M | -5% | 10k | 115.71 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.1M | 7.9k | 132.21 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.0M | -2% | 3.0k | 342.16 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $1.0M | 2.6k | 401.52 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $1.0M | 7.1k | 144.62 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.7 | $1.0M | 4.4k | 232.52 |
|
|
| Servicenow (NOW) | 0.7 | $948k | 894.00 | 1060.12 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $936k | NEW | 18k | 52.02 |
|
| Goldman Sachs (GS) | 0.6 | $886k | 1.5k | 572.63 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $843k | +16% | 7.8k | 107.57 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $824k | 17k | 48.33 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $817k | -9% | 4.3k | 190.44 |
|
| Loews Corporation (L) | 0.6 | $810k | 9.6k | 84.69 |
|
|
| International Business Machines (IBM) | 0.5 | $789k | 3.6k | 219.82 |
|
|
| Altria (MO) | 0.5 | $750k | +10% | 14k | 52.29 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $747k | 5.5k | 135.37 |
|
|
| Martin Marietta Materials (MLM) | 0.5 | $721k | 1.4k | 516.50 |
|
|
| Merck & Co (MRK) | 0.5 | $713k | 7.2k | 99.49 |
|
|
| Public Service Enterprise (PEG) | 0.5 | $691k | 8.2k | 84.49 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $686k | -6% | 3.1k | 224.35 |
|
| Pepsi (PEP) | 0.5 | $664k | -6% | 4.4k | 152.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $657k | +12% | 11k | 59.73 |
|
| Verizon Communications (VZ) | 0.4 | $637k | 16k | 39.99 |
|
|
| American Express Company (AXP) | 0.4 | $634k | 2.1k | 296.79 |
|
|
| General Motors Company (GM) | 0.4 | $632k | 12k | 53.27 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $624k | 1.2k | 511.10 |
|
|
| Nextera Energy (NEE) | 0.4 | $622k | 8.7k | 71.69 |
|
|
| Becton, Dickinson and (BDX) | 0.4 | $613k | -5% | 2.7k | 226.87 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $591k | +14% | 16k | 37.22 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $573k | 6.3k | 90.93 |
|
|
| Entergy Corporation (ETR) | 0.4 | $570k | +100% | 7.5k | 75.82 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.4 | $528k | 67k | 7.92 |
|
|
| Chevron Corporation (CVX) | 0.4 | $511k | 3.5k | 144.84 |
|
|
| Enbridge (ENB) | 0.3 | $502k | 12k | 42.43 |
|
|
| Boeing Company (BA) | 0.3 | $501k | 2.8k | 177.00 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $465k | -5% | 1.9k | 243.17 |
|
| Ge Aerospace Com New (GE) | 0.3 | $461k | 2.8k | 166.78 |
|
|
| Blackrock (BLK) | 0.3 | $460k | NEW | 449.00 | 1025.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $452k | 1.9k | 242.13 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $448k | 861.00 | 520.21 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $442k | 23k | 19.59 |
|
|
| Intercontinental Exchange (ICE) | 0.3 | $438k | 2.9k | 149.01 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $395k | +24% | 511.00 | 772.49 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.3 | $382k | 1.8k | 211.38 |
|
|
| Roper Industries (ROP) | 0.2 | $364k | 700.00 | 519.85 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $357k | 1.2k | 290.06 |
|
|
| Sempra Energy (SRE) | 0.2 | $353k | 4.0k | 87.72 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $346k | 557.00 | 621.80 |
|
|
| salesforce (CRM) | 0.2 | $345k | 1.0k | 334.33 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $343k | +13% | 3.0k | 115.23 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $338k | 3.2k | 104.13 |
|
|
| Netflix (NFLX) | 0.2 | $332k | 372.00 | 891.32 |
|
|
| Tg Therapeutics (TGTX) | 0.2 | $325k | 11k | 30.10 |
|
|
| Unitil Corporation (UTL) | 0.2 | $318k | 5.9k | 54.19 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $310k | +75% | 697.00 | 444.68 |
|
| Home Depot (HD) | 0.2 | $300k | 771.00 | 389.14 |
|
|
| Uber Technologies (UBER) | 0.2 | $299k | 5.0k | 60.32 |
|
|
| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $274k | NEW | 6.2k | 44.29 |
|
| Freeport-mcmoran CL B (FCX) | 0.2 | $270k | +16% | 7.1k | 38.08 |
|
| Otis Worldwide Corp (OTIS) | 0.2 | $270k | 2.9k | 92.61 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $267k | +2% | 1.4k | 195.83 |
|
| Palo Alto Networks (PANW) | 0.2 | $262k | +102% | 1.4k | 181.96 |
|
| Shell Spon Ads (SHEL) | 0.2 | $261k | 4.2k | 62.65 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $255k | 3.0k | 85.35 |
|
|
| GSK Sponsored Adr (GSK) | 0.2 | $254k | 7.5k | 33.82 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $251k | 865.00 | 289.89 |
|
|
| Carrier Global Corporation (CARR) | 0.2 | $236k | 3.5k | 68.26 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $234k | -8% | 5.3k | 43.95 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $226k | +4% | 1.2k | 185.13 |
|
| Citigroup Com New (C) | 0.2 | $225k | 3.2k | 70.39 |
|
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.2 | $221k | -3% | 3.7k | 59.06 |
|
| Ge Vernova (GEV) | 0.1 | $212k | NEW | 644.00 | 328.93 |
|
| Tesla Motors (TSLA) | 0.1 | $208k | NEW | 516.00 | 403.84 |
|
| Pfizer (PFE) | 0.1 | $205k | 7.7k | 26.53 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $202k | NEW | 374.00 | 538.87 |
|
| Phillips 66 (PSX) | 0.1 | $201k | 1.8k | 113.93 |
|
|
| Coty Com Cl A (COTY) | 0.1 | $104k | 15k | 6.96 |
|
|
| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $51k | NEW | 14k | 3.57 |
|
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 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
- Signature Wealth Management Partners 2021 Q3 filed Oct. 20, 2021
- Signature Wealth Management Partners 2021 Q2 filed July 29, 2021
- Signature Wealth Management Partners 2021 Q1 filed May 14, 2021