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 ETFs Only

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%
$0
$4.35 Million 2.53% of portfolio
7,045
Q2 2025 Reduced 0.41%
$0
$2.06 Million 1.19% of portfolio
3,310
Q2 2025 Added 9.68%
$0
$1.29 Million 0.75% of portfolio
9,584
Q2 2025 Added 0.29%
$0
$1.21 Million 0.7% of portfolio
14,287
Q2 2025 Reduced 2.92%
$0
$1.12 Million 0.65% of portfolio
4,408
Q1 2025 Added 1.26%
$0
$979,000 0.57% of portfolio
2,322
Q2 2025 Reduced 5.76%
$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%
$0
$777,000 0.45% of portfolio
1,409
Q2 2025 Added 14.83%
$0
$733,000 0.43% of portfolio
5,515
Q4 2024 Reduced 0.4%
$0
$502,000 0.29% of portfolio
1,867
Q2 2025 Reduced 0.85%
$0
$483,000 0.28% of portfolio
2,223
Q2 2025 Reduced 8.25%
$0
$395,000 0.23% of portfolio
1,805
Q2 2024 Reduced 0.55%
$0
$354,000 0.21% of portfolio
3,423
Q2 2025 Reduced 0.49%
$0
$369,000 0.21% of portfolio
557
Q4 2024 Reduced 1.76%
$109B
$286,000 0.17% of portfolio
940
Q2 2025 Reduced 46.29%
$0
$255,000 0.15% of portfolio
1,314
Q2 2025 Added 0.46%
$0
$248,000 0.14% of portfolio
1,365
Q4 2024 Added 2.17%
$0
$216,000 0.13% of portfolio
381
Q2 2025 New
$0
$227,000 0.13% of portfolio
4,578
Q1 2025 New
$0
$205,000 0.12% of portfolio
2,515
Q2 2025 New

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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