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 Market Cap. of $200 Billions or more
