Signature Wealth Management Partners, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $151 Million distributed in 103 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 $16.1M, J P Morgan Exchange Traded Fd with a value of $12.8M, Janus Detroit Str Tr Janus Hen with a value of $12.5M, Apple Inc. with a value of $11.6M, and Ishares S&P 500 Growth ETF with a value of $9.54M.
Examining the 13F form we can see an increase of $7.32M in the current position value, from $143M to 151M.
Below you can find more details about Signature Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$151 Million
ETFs: $78.3 Million
Technology: $21.8 Million
Industrials: $12.1 Million
Financial Services: $9.64 Million
Communication Services: $7.48 Million
Consumer Cyclical: $5.96 Million
Healthcare: $3.96 Million
Consumer Defensive: $3.84 Million
Other: $7.68 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
