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CIK: 0001824694
Total reported value
$214.5M
$214.5M
101 檔
20.9%
The Q1 2024 SEC filing reveals that Signature Wealth Management Partners, LLC held a total portfolio value of $214.5M, covering 101 public equity positions.
During Q1 2024, Signature Wealth Management Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.44% | +0.18% | +6.12% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.36% | -0.60% | +8.69% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.10% | +0.48% | -3.91% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 7.08% | +1.59% | +0.81% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.55% | -1.19% | -1.05% | |
| 6 | AME | Ametek Inc | Stock-Industrials | 5.09% | +0.18% | -5.15% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | +0.15% | -0.30% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.06% | -12.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.97% | +0.16% | +1.45% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.25% | +0.07% | -31.80% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.68% | -0.16% | -6.89% | |
| 12 | DOV | Dover CORP | Stock-Industrials | 1.52% | -0.01% | -1.50% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.49% | -0.12% | +2.65% | |
| 14 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.40% | -1.79% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.30% | +0.11% | |
| 16 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.32% | +0.02% | -1.78% | |
| 17 | XLE | Ss Energy Select Sector | ETF-Other | 1.21% | -0.16% | +2.75% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.20% | -0.92% | EXIT | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.05% | -5.42% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | +0.01% | -13.95% | |
| 21 | DE | Deere & Co | Stock-Industrials | 1.00% | -0.07% | -1.64% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.00% | +0.17% | -0.59% | |
| 23 | T | At&t Inc | Stock-Comm Services | 0.99% | -0.29% | -0.75% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.14% | +3.94% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.07% | +0.40% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.87% | +0.07% | — | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | — | -8.65% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.10% | — | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.74% | +0.19% | — | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | +0.01% | — | |
| 31 | MLM | Martin Marietta Materials | Stock-Materials | 0.70% | -0.03% | -10.97% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.02% | +0.04% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.09% | +5.38% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.67% | -0.01% | -2.80% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.06% | +3.32% | |
| 36 | L | Loews CORP | Stock-Financials | 0.63% | -0.01% | -3.15% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.13% | +6.50% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.59% | +0.06% | — | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.59% | — | -19.30% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.14% | +0.45% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.56% | -0.02% | -3.46% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.04% | -10.56% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | +0.07% | -4.63% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.51% | — | -28.99% | |
| 45 | MO | Altria Group Inc | Stock-Consumer Staples | 0.50% | +0.01% | -1.23% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.50% | — | -0.42% | |
| 47 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.48% | -0.08% | -1.12% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.47% | +0.03% | — | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.46% | -0.10% | +16.30% | |
| 50 | GM | General Motors Co | Stock-Consumer Disc | 0.46% | -0.01% | -0.37% |
According to official SEC Form 13F filings, Signature Wealth Management Partners, LLC reported a total U.S. public equity portfolio value of $214.5M across 101 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVE, JEPI, AAPL) accounted for 20.9% of total reported equity market value during Q1 2024.
During Q1 2024, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (8.4%)、JEPI (7.4%)、AAPL (7.1%). The largest single position, IVE, represented 8.4% of total portfolio value.
In Q1 2024, Signature Wealth Management Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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