Signature Wealth Management Partners, LLC Portfolio Holdings

Signature Wealth Management Partners, LLC

  • $172 Million
  • Q2 2025

Signature Wealth Management Partners, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $172 Million distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $18.5M, Janus Detroit Str Tr Janus Hen with a value of $14.3M, J P Morgan Exchange Traded Fd with a value of $13.5M, Ishares Dj Us Tech ETF with a value of $11.3M, and Ishares S&P 500 Growth ETF with a value of $11.2M.

Examining the 13F form we can see an increase of $21.4M in the current position value, from $151M to 172M.

Below you can find more details about Signature Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $172 Million
ETFs: $88.1 Million
Technology: $24.7 Million
Industrials: $12.9 Million
Financial Services: $11.6 Million
Communication Services: $8.94 Million
Consumer Cyclical: $6.88 Million
Utilities: $4.73 Million
Healthcare: $4.54 Million
Other: $9.78 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Million 10.74% of portfolio
94,583
Q2 2025 Added 12.29%
$0
$14.3 Million 8.28% of portfolio
280,850
Q2 2025 Added 13.93%
$0
$13.5 Million 7.85% of portfolio
237,623
Q2 2025 Added 6.43%
$0
$11.3 Million 6.55% of portfolio
65,048
Q2 2025 Added 0.77%
$0
$11.2 Million 6.49% of portfolio
101,483
Q2 2025 Reduced 1.29%
$3.45T
$10.4 Million 6.02% of portfolio
50,520
Q2 2025 Reduced 3.1%
$41.1B
$6.16 Million 3.58% of portfolio
34,055
Q2 2024 Reduced 0.45%
$2.32T
$4.84 Million 2.81% of portfolio
22,059
Q2 2025 Reduced 0.55%
$3.77T
$4.69 Million 2.73% of portfolio
9,433
Q2 2025 Added 0.78%
$0
$4.35 Million 2.53% of portfolio
7,045
Q2 2025 Reduced 0.41%
$855B
$3.88 Million 2.26% of portfolio
13,397
Q2 2025 Added 6.49%
$1.58T
$3.41 Million 1.98% of portfolio
4,615
Q2 2025 Added 2.06%
$416B
$2.87 Million 1.67% of portfolio
18,170
Q2 2025 Added 7.87%
$42.8B
$2.33 Million 1.35% of portfolio
27,641
Q2 2025 Added 266.49%
$0
$2.06 Million 1.19% of portfolio
3,310
Q2 2025 Added 9.68%
$1.14T
$2.03 Million 1.18% of portfolio
11,530
Q2 2025 Added 4.19%
$101B
$1.92 Million 1.12% of portfolio
3,774
Q2 2025 Added 2.44%
$79.9B
$1.93 Million 1.12% of portfolio
21,237
Q1 2024 Reduced 0.59%
$26.6B
$1.79 Million 1.04% of portfolio
9,781
Q1 2025 Reduced 3.8%
$256B
$1.69 Million 0.98% of portfolio
9,259
Q2 2025 Reduced 4.44%
$219B
$1.56 Million 0.91% of portfolio
10,672
Q2 2025 Added 4.92%
$195B
$1.53 Million 0.89% of portfolio
52,947
Q2 2025 Added 3.38%
$622B
$1.35 Million 0.79% of portfolio
2,786
Q2 2025 Added 1.94%
$0
$1.29 Million 0.75% of portfolio
9,584
Q2 2025 Added 0.29%
$452B
$1.26 Million 0.73% of portfolio
11,646
Q2 2025 Added 24.69%
$153B
$1.26 Million 0.73% of portfolio
2,479
Q2 2025 Reduced 5.49%
$239B
$1.24 Million 0.72% of portfolio
1,747
Q2 2025 Added 12.93%
$0
$1.21 Million 0.7% of portfolio
14,287
Q2 2025 Reduced 2.92%
$152B
$1.19 Million 0.69% of portfolio
17,158
Q2 2025 Added 97.9%
$0
$1.12 Million 0.65% of portfolio
4,408
Q1 2025 Added 1.26%
$253B
$1.03 Million 0.6% of portfolio
3,483
Q2 2025 Reduced 1.3%
$0
$979,000 0.57% of portfolio
2,322
Q2 2025 Reduced 5.76%
$49B
$981,000 0.57% of portfolio
16,850
Q2 2025 Added 0.01%
$194B
$960,000 0.56% of portfolio
934
Q2 2025 Reduced 1.06%
$0
$970,000 0.56% of portfolio
7,670
Q2 2025 Reduced 3.49%
$0
$918,000 0.53% of portfolio
14,357
Q2 2025 Reduced 8.66%
$0
$897,000 0.52% of portfolio
17,135
Q2 2025 Added 0.24%
$1.17T
$863,000 0.5% of portfolio
4,867
Q2 2025 Added 3.38%
$22B
$851,000 0.49% of portfolio
9,292
Q1 2025 Reduced 2.8%
$107B
$799,000 0.46% of portfolio
13,640
Q2 2025 Added 0.01%
$35.6B
$766,000 0.45% of portfolio
1,396
Q1 2024 Reduced 10.97%
$0
$777,000 0.45% of portfolio
1,409
Q2 2025 Added 14.83%
$738B
$762,000 0.44% of portfolio
978
Q2 2025 Added 25.22%
$0
$733,000 0.43% of portfolio
5,515
Q4 2024 Reduced 0.4%
$97B
$728,000 0.42% of portfolio
10,795
Q2 2025 Reduced 1.82%
$113B
$669,000 0.39% of portfolio
2,430
Q2 2025 Added 26.04%
$293B
$674,000 0.39% of portfolio
4,946
Q2 2025 Added 24.27%
$227B
$647,000 0.38% of portfolio
2,029
Q2 2025 Added 0.95%
$1.05T
$639,000 0.37% of portfolio
2,014
Q2 2025 Added 18.54%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $172 Million
  • Prior Value $151 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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