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, JEPI, JAAA, AAPL, IVW, and represent 40.88% of Signature Wealth Management Partners's stock portfolio.
- Added to shares of these 10 stocks: JAAA (+$5.1M), IVE, JEPI, IVW, NVDA, PLTR, AVGO, TSLA, IYW, JMUB.
- Started 5 new stock positions in PLTR, JMUB, AVGO, NCLH, GBDC.
- Reduced shares in these 10 stocks: AMRX, FHLC, BDX, PYPL, GEV, VOO, PM, AAPL, BRK.B, T.
- Sold out of its positions in AMRX, GEV, PYPL, VOO.
- Signature Wealth Management Partners was a net buyer of stock by $12M.
- Signature Wealth Management Partners has $153M in assets under management (AUM), dropping by 4.91%.
- Central Index Key (CIK): 0001824694
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Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 103 positions in its portfolio as reported in the March 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) | 10.5 | $16M | +28% | 84k | 190.58 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 8.4 | $13M | +22% | 223k | 57.14 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.2 | $13M | +69% | 247k | 50.71 |
|
| Apple (AAPL) | 7.6 | $12M | 52k | 222.13 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.2 | $9.5M | +5% | 103k | 92.83 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 5.9 | $9.1M | +2% | 65k | 140.44 |
|
| Ametek (AME) | 3.8 | $5.9M | 34k | 172.14 |
|
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| Amazon (AMZN) | 2.8 | $4.2M | +3% | 22k | 190.26 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $4.0M | 7.1k | 559.39 |
|
|
| Microsoft Corporation (MSFT) | 2.3 | $3.5M | 9.4k | 375.40 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $3.1M | -2% | 13k | 245.30 |
|
| Meta Platforms Cl A (META) | 1.7 | $2.6M | +6% | 4.5k | 576.42 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $1.8M | +33% | 17k | 108.38 |
|
| Bank of New York Mellon Corporation (BK) | 1.2 | $1.8M | 21k | 83.87 |
|
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| Dover Corporation (DOV) | 1.1 | $1.7M | -3% | 9.8k | 175.68 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.7M | 11k | 154.64 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $1.7M | +4% | 3.0k | 561.85 |
|
| Philip Morris International (PM) | 1.0 | $1.5M | -10% | 9.7k | 158.73 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.5M | -9% | 2.7k | 532.58 |
|
| At&t (T) | 0.9 | $1.4M | -9% | 51k | 28.28 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.9 | $1.4M | 15k | 93.45 |
|
|
| Raytheon Technologies Corp (RTX) | 0.9 | $1.3M | 10k | 132.46 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $1.3M | +21% | 3.7k | 352.58 |
|
| Deere & Company (DE) | 0.8 | $1.2M | -6% | 2.6k | 469.37 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $1.2M | 9.6k | 122.01 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.1M | +19% | 9.3k | 118.93 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.7 | $1.1M | -29% | 16k | 68.32 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.1M | -9% | 6.4k | 165.85 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.0M | 7.9k | 127.90 |
|
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $957k | 18k | 52.38 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.6 | $910k | 4.4k | 206.48 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $890k | -4% | 2.5k | 361.12 |
|
| International Business Machines (IBM) | 0.6 | $878k | 3.5k | 248.67 |
|
|
| Loews Corporation (L) | 0.6 | $854k | -2% | 9.3k | 91.91 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.6 | $852k | 17k | 49.81 |
|
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| Goldman Sachs (GS) | 0.6 | $845k | 1.5k | 546.31 |
|
|
| Altria (MO) | 0.5 | $819k | -4% | 14k | 60.02 |
|
| Newmont Mining Corporation (NEM) | 0.5 | $814k | +6% | 17k | 48.28 |
|
| Servicenow (NOW) | 0.5 | $752k | +5% | 944.00 | 796.14 |
|
| Mondelez Intl Cl A (MDLZ) | 0.5 | $746k | 11k | 67.85 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $736k | +9% | 4.7k | 156.23 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $687k | 5.5k | 124.50 |
|
|
| Martin Marietta Materials (MLM) | 0.4 | $668k | 1.4k | 478.13 |
|
|
| Pepsi (PEP) | 0.4 | $655k | 4.4k | 149.94 |
|
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| Eli Lilly & Co. (LLY) | 0.4 | $645k | +52% | 781.00 | 826.29 |
|
| Verizon Communications (VZ) | 0.4 | $636k | -11% | 14k | 45.36 |
|
| Merck & Co (MRK) | 0.4 | $629k | -2% | 7.0k | 89.76 |
|
| Entergy Corporation (ETR) | 0.4 | $624k | -2% | 7.3k | 85.49 |
|
| Public Service Enterprise (PEG) | 0.4 | $621k | -7% | 7.5k | 82.30 |
|
| Nextera Energy (NEE) | 0.4 | $615k | 8.7k | 70.89 |
|
|
| Chevron Corporation (CVX) | 0.4 | $591k | 3.5k | 167.29 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $575k | 1.2k | 468.80 |
|
|
| General Motors Company (GM) | 0.4 | $558k | 12k | 47.03 |
|
|
| American Express Company (AXP) | 0.4 | $541k | -5% | 2.0k | 269.05 |
|
| Ge Aerospace Com New (GE) | 0.4 | $539k | -2% | 2.7k | 200.12 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $525k | 6.3k | 83.28 |
|
|
| Enbridge (ENB) | 0.3 | $511k | -2% | 12k | 44.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $504k | -6% | 1.8k | 288.14 |
|
| Boeing Company (BA) | 0.3 | $493k | +2% | 2.9k | 170.55 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $478k | -20% | 2.4k | 197.46 |
|
| Intercontinental Exchange (ICE) | 0.3 | $471k | -7% | 2.7k | 172.50 |
|
| Tesla Motors (TSLA) | 0.3 | $440k | +229% | 1.7k | 259.16 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $429k | 861.00 | 497.62 |
|
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| Tg Therapeutics (TGTX) | 0.3 | $425k | 11k | 39.43 |
|
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| Blackrock (BLK) | 0.3 | $425k | 449.00 | 946.48 |
|
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $425k | 23k | 18.59 |
|
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| Pfizer (PFE) | 0.3 | $419k | +113% | 17k | 25.34 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.3 | $418k | 1.9k | 222.15 |
|
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| Uber Technologies (UBER) | 0.3 | $416k | +15% | 5.7k | 72.86 |
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| Roper Industries (ROP) | 0.3 | $413k | 700.00 | 589.58 |
|
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| Vanguard World Consum Stp Etf (VDC) | 0.3 | $395k | 1.8k | 218.82 |
|
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| Becton, Dickinson and (BDX) | 0.2 | $363k | -41% | 1.6k | 229.06 |
|
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $356k | +5% | 3.4k | 103.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $352k | +31% | 917.00 | 383.53 |
|
| Netflix (NFLX) | 0.2 | $347k | 372.00 | 932.53 |
|
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| Unitil Corporation (UTL) | 0.2 | $339k | 5.9k | 57.69 |
|
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| Palantir Technologies Cl A (PLTR) | 0.2 | $336k | NEW | 4.0k | 84.40 |
|
| Broadcom (AVGO) | 0.2 | $323k | NEW | 1.9k | 167.42 |
|
| Shell Spon Ads (SHEL) | 0.2 | $305k | 4.2k | 73.28 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $302k | 557.00 | 542.38 |
|
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| Otis Worldwide Corp (OTIS) | 0.2 | $300k | 2.9k | 103.20 |
|
|
| Air Products & Chemicals (APD) | 0.2 | $291k | -19% | 986.00 | 295.04 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $291k | 7.5k | 38.74 |
|
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| Sempra Energy (SRE) | 0.2 | $287k | 4.0k | 71.36 |
|
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| Home Depot (HD) | 0.2 | $283k | 772.00 | 366.31 |
|
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| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $272k | +4% | 6.5k | 42.09 |
|
| McDonald's Corporation (MCD) | 0.2 | $270k | 865.00 | 312.37 |
|
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| Freeport-mcmoran CL B (FCX) | 0.2 | $269k | 7.1k | 37.86 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $265k | 1.4k | 193.99 |
|
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| salesforce (CRM) | 0.2 | $251k | -9% | 936.00 | 268.36 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $246k | +6% | 1.3k | 188.19 |
|
| Palo Alto Networks (PANW) | 0.2 | $246k | 1.4k | 170.64 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $238k | -23% | 2.3k | 104.55 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $229k | NEW | 4.6k | 50.00 |
|
| Bank of America Corporation (BAC) | 0.1 | $222k | 5.3k | 41.73 |
|
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| Carrier Global Corporation (CARR) | 0.1 | $219k | 3.5k | 63.40 |
|
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| Phillips 66 (PSX) | 0.1 | $218k | 1.8k | 123.48 |
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| Citigroup Com New (C) | 0.1 | $217k | -4% | 3.1k | 70.99 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $205k | 3.7k | 54.87 |
|
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| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.1 | $193k | NEW | 10k | 18.96 |
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| Golub Capital BDC (GBDC) | 0.1 | $169k | NEW | 11k | 15.14 |
|
| Coty Com Cl A (COTY) | 0.1 | $82k | 15k | 5.47 |
|
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| Navitas Semiconductor Corp-a (NVTS) | 0.0 | $33k | +13% | 16k | 2.05 |
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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 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
- Signature Wealth Management Partners 2021 Q3 filed Oct. 20, 2021
- Signature Wealth Management Partners 2021 Q2 filed July 29, 2021