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CIK: 0001824694
Total reported value
$214.5M
$214.5M
104 檔
24.8%
During the Q3 2024 filing period, Signature Wealth Management Partners, LLC (CIK: 0001824694) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.5M across 104 reported positions.
In Q3 2024, Signature Wealth Management Partners, LLC adopted a defensive or profit-taking posture, trimming 37 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVE, JEPI) accounted for 24.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
PYPL
市值: $232.8K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $355.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.95% | +0.48% | +0.29% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.63% | +0.18% | +3.59% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.37% | -0.60% | +4.18% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.91% | +1.59% | -0.65% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.62% | -1.19% | -1.13% | |
| 6 | AME | Ametek Inc | Stock-Industrials | 4.23% | +0.18% | — | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.75% | -1.79% | +42.93% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.06% | +2.83% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.93% | +0.16% | +0.14% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | +0.15% | -0.56% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.07% | -7.15% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.75% | -0.16% | -2.53% | |
| 13 | DOV | Dover CORP | Stock-Industrials | 1.43% | -0.01% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.30% | -1.17% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.22% | -0.12% | -9.28% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.05% | -0.81% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.10% | +0.17% | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.09% | +22.04% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | +0.01% | -3.92% | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 0.95% | -0.14% | -7.76% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.95% | -0.16% | -3.83% | |
| 22 | T | At&t Inc | Stock-Comm Services | 0.90% | -0.29% | -17.22% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.86% | -0.07% | -5.15% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.85% | +0.02% | -27.38% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | +0.07% | -2.08% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.07% | -0.13% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.74% | +0.01% | -12.26% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.19% | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.02% | +0.39% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.63% | +0.55% | +74.97% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | — | +0.01% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.58% | -0.16% | — | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.06% | — | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.04% | +0.03% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.13% | -4.30% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.92% | EXIT | |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.56% | +0.06% | — | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.56% | -0.01% | -17.77% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.07% | — | |
| 40 | L | Loews CORP | Stock-Financials | 0.55% | -0.01% | — | |
| 41 | MLM | Martin Marietta Materials | Stock-Materials | 0.54% | -0.03% | — | |
| 42 | NEM | Newmont CORP | Stock-Materials | 0.54% | -0.15% | -4.64% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.10% | -2.89% | |
| 44 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.53% | -0.08% | -7.05% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.52% | -0.02% | -1.02% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.14% | -2.80% | |
| 47 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.50% | — | -2.05% | |
| 48 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | +0.01% | -7.11% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.48% | — | — | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.01% | +0.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1% | +42.93% | Add |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.6% | +3.59% | Add |
| 3 | AAPL | Apple Inc | +0.5% | +0.29% | Add |
| 4 | JEPI | Jpmorgan Equity Premium Inco | +0.3% | +4.18% | Add |
| 5 | PYPL | Paypal Holdings Inc | +0.2% | NEW | New buy |
| 6 | KVUE | Kenvue Inc | +0.2% | NEW | New buy |
| 7 | XLC | Ss Comm Select Sector Spdr | +0.2% | NEW | New buy |
| 8 | NVDA | Nvidia CORP | +0.1% | +22.04% | Add |
| 9 | BNY | Bank Of New York Mellon CORP | +0.1% | — | Unchanged |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +74.97% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +0.03% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.1% | -2.53% | Trim |
| 13 | NEM | Newmont CORP | +0.1% | -4.64% | Trim |
| 14 | AMRX | Amneal Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 15 | LLY | Eli Lilly & Co | +0.1% | +42.71% | Add |
| 16 | ADMA | Adma Biologics Inc | +0.1% | -0.82% | Trim |
| 17 | RTX | Rtx CORP | +0.1% | -7.76% | Trim |
| 18 | NEE | Nextera Energy Inc | +0.1% | -2.89% | Trim |
| 19 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 20 | ETR | Entergy CORP | +0.1% | — | Unchanged |
| 21 | GE | General Electric | +0.1% | +1.36% | Add |
| 22 | AXP | American Express Co | +0.1% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | 0% | -0.13% | Trim |
| 24 | PEG | Public Service Enterprise Gp | 0% | -7.05% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.92% | Trim |
| 26 | MDLZ | Mondelez International Inc-a | 0% | -1.02% | Trim |
| 27 | ICE | Intercontinental Exchange In | 0% | — | Unchanged |
| 28 | TGTX | Tg Therapeutics Inc | 0% | — | Unchanged |
| 29 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 30 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 31 | GLD | Spdr Gold Shares | 0% | +1.14% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 33 | UTL | Unitil CORP | 0% | — | Unchanged |
| 34 | HD | Home Depot Inc | 0% | — | Unchanged |
| 35 | DOV | Dover CORP | 0% | — | Unchanged |
| 36 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | Unchanged |
| 38 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 39 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.14% | Add |
| 41 | DE | Deere & Co | 0% | -5.15% | Trim |
| 42 | PM | Philip Morris International | 0% | -12.26% | Trim |
| 43 | VZ | Verizon Communications Inc | 0% | -2.80% | Trim |
| 44 | SRE | Sempra | 0% | — | Unchanged |
| 45 | VDC | Vanguard Consumer Staple ETF | 0% | — | Unchanged |
| 46 | OTIS | Otis Worldwide CORP | 0% | — | Unchanged |
| 47 | IWD | Ishares Russell 1000 Value E | 0% | +0.52% | Add |
| 48 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 49 | L | Loews CORP | — | — | Unchanged |
| 50 | MO | Altria Group Inc | — | -7.11% | Trim |
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 Q3 2024.
During Q3 2024, Signature Wealth Management Partners, LLC's top holdings by market value included AAPL (8.9%)、IVE (8.6%)、JEPI (7.4%). The largest single position, AAPL, represented 8.9% of total portfolio value.
In Q3 2024, Signature Wealth Management Partners, LLC made 61 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 37 holdings, and fully liquidating 3 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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