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CIK: 0001824694
Total reported value
$214.5M
$214.5M
104 檔
23.1%
According to the latest 13F quarterly dataset, Signature Wealth Management Partners, LLC managed an equity portfolio of $214.5M at the end of Q2 2024, spanning 104 distinct U.S. exchange-listed positions.
During Q2 2024, Signature Wealth Management Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVE, IYW) accounted for 23.1% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.47% | +0.48% | +3.96% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.07% | +0.18% | +5.14% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 7.25% | +1.59% | -1.62% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.07% | -0.60% | +5.07% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.79% | -1.19% | +1.27% | |
| 6 | AME | Ametek Inc | Stock-Industrials | 4.32% | +0.18% | -0.45% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | +0.15% | +0.04% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | -0.06% | +2.66% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | +0.16% | +0.96% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.76% | -1.79% | +109.76% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | +0.07% | -0.44% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.16% | +2.43% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.30% | -0.53% | |
| 14 | DOV | Dover CORP | Stock-Industrials | 1.41% | -0.01% | -2.78% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.33% | -0.12% | -3.33% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.05% | +3.10% | |
| 17 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.15% | +0.02% | -6.21% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.92% | EXIT | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.07% | -0.16% | -1.29% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.00% | -0.29% | -0.82% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | +0.01% | +3.31% | |
| 22 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.97% | +0.17% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.09% | +980.22% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.90% | -0.14% | +2.00% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.86% | +0.07% | +1.78% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.85% | -0.07% | +0.07% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.07% | +0.18% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.75% | +0.19% | — | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.73% | +0.01% | -2.05% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | +0.02% | +0.04% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.13% | -0.24% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | — | -4.48% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.10% | -2.89% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.65% | -0.01% | +5.06% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.06% | — | |
| 36 | MLM | Martin Marietta Materials | Stock-Materials | 0.57% | -0.03% | — | |
| 37 | L | Loews CORP | Stock-Financials | 0.55% | -0.01% | -3.38% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.54% | +0.06% | — | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.53% | -0.16% | +78.80% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.53% | +0.07% | +0.13% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.52% | +0.55% | +5.24% | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.52% | — | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | -0.14% | -2.01% | |
| 44 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.49% | -0.08% | — | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.49% | -0.02% | — | |
| 46 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | +0.01% | -1.45% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.10% | +0.09% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.04% | +0.06% | |
| 49 | NEM | Newmont CORP | Stock-Materials | 0.46% | -0.15% | +95.46% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.46% | — | -1.50% |
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 104 disclosed positions in Q2 2024.
During Q2 2024, Signature Wealth Management Partners, LLC's top holdings by market value included AAPL (8.5%)、IVE (8.1%)、IYW (7.3%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q2 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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