Signature Wealth Management Partners, LLC Portfolio Holdings

Signature Wealth Management Partners, LLC

  • $151 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$575,000 0.38% of portfolio
1,227
Q1 2025 Added 0.57%
$67.1B
$558,000 0.37% of portfolio
11,866
Q4 2024 Added 0.01%
$275B
$538,000 0.36% of portfolio
2,692
Q1 2025 Reduced 2.6%
$221B
$540,000 0.36% of portfolio
2,010
Q1 2025 Reduced 5.9%
$0
$524,000 0.35% of portfolio
6,300
Q4 2020 New
$94.9B
$510,000 0.34% of portfolio
11,527
Q1 2025 Reduced 2.54%
$125B
$492,000 0.33% of portfolio
2,888
Q1 2025 Added 2.01%
$107B
$504,000 0.33% of portfolio
1,750
Q1 2025 Reduced 6.17%
$0
$478,000 0.32% of portfolio
2,423
Q1 2025 Reduced 20.74%
$99.7B
$471,000 0.31% of portfolio
2,731
Q1 2025 Reduced 7.08%
$899B
$440,000 0.29% of portfolio
1,699
Q1 2025 Added 229.26%
$168B
$416,000 0.28% of portfolio
5,710
Q1 2025 Added 15.12%
$130B
$418,000 0.28% of portfolio
16,529
Q1 2025 Added 113.86%
$156B
$428,000 0.28% of portfolio
861
Q1 2024 Reduced 0.35%
$5.71B
$425,000 0.28% of portfolio
10,780
Q4 2023 New
$0
$418,000 0.28% of portfolio
1,883
Q1 2025 Reduced 1.52%
$60.4B
$412,000 0.27% of portfolio
700
Q2 2024 Reduced 23.16%
$0
$394,000 0.26% of portfolio
1,805
Q2 2024 Reduced 0.55%
$0
$356,000 0.24% of portfolio
3,440
Q1 2025 Added 5.98%
$48.8B
$362,000 0.24% of portfolio
1,584
Q1 2025 Reduced 41.33%
$557B
$346,000 0.23% of portfolio
372
Q1 2024 New
$193B
$351,000 0.23% of portfolio
917
Q1 2025 Added 31.56%
$854M
$338,000 0.22% of portfolio
5,876
Q3 2022 Reduced 0.02%
$235B
$335,000 0.22% of portfolio
3,980
Q1 2025 New
$105B
$322,000 0.21% of portfolio
1,928
Q1 2025 New
$0
$302,000 0.2% of portfolio
557
Q4 2024 Reduced 1.76%
$39.7B
$300,000 0.2% of portfolio
2,910
Q1 2023 Reduced 5.73%
$242B
$305,000 0.2% of portfolio
4,168
Q4 2023 Reduced 2.32%
$23.9B
$286,000 0.19% of portfolio
4,020
Q3 2023 Added 100.0%
$378B
$282,000 0.19% of portfolio
772
Q1 2025 Added 0.13%
$61.3B
$290,000 0.19% of portfolio
986
Q1 2025 Reduced 19.84%
$227B
$270,000 0.18% of portfolio
865
Q1 2024 Reduced 6.08%
$59.6B
$268,000 0.18% of portfolio
7,100
Q4 2024 Added 16.39%
$267B
$251,000 0.17% of portfolio
936
Q1 2025 Reduced 9.3%
$0
$238,000 0.16% of portfolio
2,277
Q1 2025 Reduced 23.49%
$0
$248,000 0.16% of portfolio
1,365
Q4 2024 Added 2.17%
$0
$246,000 0.16% of portfolio
1,308
Q1 2025 Added 6.95%
$59B
$246,000 0.16% of portfolio
1,442
Q4 2024 Added 102.81%
$356B
$221,000 0.15% of portfolio
5,317
Q4 2024 Reduced 8.88%
$0
$228,000 0.15% of portfolio
4,578
Q1 2025 New
$59.7B
$218,000 0.14% of portfolio
3,450
Q1 2024 New
$54B
$217,000 0.14% of portfolio
1,765
Q1 2024 Reduced 1.94%
$0
$205,000 0.14% of portfolio
3,740
Q4 2024 Reduced 3.16%
$148B
$217,000 0.14% of portfolio
3,060
Q1 2025 Reduced 4.38%
$8.15B
$193,000 0.13% of portfolio
10,200
Q1 2025 New
$2.57B
$169,000 0.11% of portfolio
11,172
Q1 2025 New
$4.15B
$82,000 0.05% of portfolio
14,999
Q1 2024 Reduced 1.32%
$919M
$33,000 0.02% of portfolio
16,300
Q1 2025 Added 13.99%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $151 Million
  • Prior Value $143 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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