Signature Wealth Management Partners, LLC Portfolio Holdings

Signature Wealth Management Partners, LLC

  • $143 Million
  • Q4 2024

Signature Wealth Management Partners, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $143 Million distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.3M, Ishares S&P 500 Value ETF with a value of $12.5M, J P Morgan Exchange Traded Fd with a value of $10.5M, Ishares Dj Us Tech ETF with a value of $10M, and Ishares S&P 500 Growth ETF with a value of $9.9M.

Examining the 13F form we can see an increase of $5.89M in the current position value, from $138M to 143M.

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

Portfolio value $143 Million
ETFs: $69.9 Million
Technology: $23 Million
Industrials: $12.2 Million
Financial Services: $9.56 Million
Communication Services: $7.66 Million
Consumer Cyclical: $6.1 Million
Healthcare: $4.24 Million
Consumer Defensive: $3.48 Million
Other: $7.25 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Million 8.72% of portfolio
65,480
Q4 2024 Added 8.31%
$0
$10.5 Million 7.32% of portfolio
182,461
Q4 2024 Added 6.72%
$0
$10 Million 6.99% of portfolio
62,825
Q4 2024 Reduced 0.26%
$0
$9.9 Million 6.91% of portfolio
97,538
Q4 2024 Added 2.15%
$0
$7.39 Million 5.15% of portfolio
145,700
Q4 2024 Added 43.05%
$0
$4.14 Million 2.89% of portfolio
7,072
Q4 2024 Added 0.21%
$0
$1.7 Million 1.19% of portfolio
2,894
Q4 2024 Added 3.25%
$0
$1.46 Million 1.02% of portfolio
22,292
Q4 2024 Reduced 3.39%
$0
$1.26 Million 0.88% of portfolio
14,707
Q4 2024 Reduced 1.28%
$0
$1.22 Million 0.85% of portfolio
9,491
Q4 2024 Added 2.23%
$0
$1.05 Million 0.73% of portfolio
7,947
Q4 2024 Reduced 0.93%
$0
$1.04 Million 0.72% of portfolio
2,583
Q4 2024 Added 1.49%
$0
$1.01 Million 0.71% of portfolio
4,353
Q2 2023 Reduced 11.51%
$0
$824,000 0.57% of portfolio
17,052
Q4 2024 Added 0.3%
$0
$746,000 0.52% of portfolio
5,515
Q4 2024 Reduced 0.4%
$0
$685,000 0.48% of portfolio
3,057
Q4 2024 Reduced 7.0%
$0
$572,000 0.4% of portfolio
6,300
Q4 2020 New
$0
$464,000 0.32% of portfolio
1,912
Q4 2024 Reduced 5.77%
$89.2B
$451,000 0.31% of portfolio
1,865
Q3 2024 Added 1.14%
$0
$381,000 0.27% of portfolio
1,805
Q2 2024 Reduced 0.55%
$0
$338,000 0.24% of portfolio
3,246
Q4 2024 Reduced 0.55%
$0
$342,000 0.24% of portfolio
2,976
Q4 2024 Added 13.29%
$0
$346,000 0.24% of portfolio
557
Q4 2024 Reduced 1.76%
$0
$248,000 0.17% of portfolio
1,365
Q4 2024 Added 2.17%
$0
$226,000 0.16% of portfolio
1,223
Q4 2024 Added 4.71%
$0
$220,000 0.15% of portfolio
3,740
Q4 2024 Reduced 3.16%
$0
$201,000 0.14% of portfolio
374
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $143 Million
  • Prior Value $138 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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