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CIK: 0001824694
Total reported value
$214.5M
$214.5M
102 檔
26.2%
According to the latest 13F quarterly dataset, Signature Wealth Management Partners, LLC managed an equity portfolio of $214.5M at the end of Q4 2024, spanning 102 distinct U.S. exchange-listed positions.
Signature Wealth Management Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 9 holdings and trimming 28 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.11% | +0.48% | -0.14% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 8.58% | +0.18% | +8.31% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 7.21% | -0.60% | +6.72% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 6.88% | +1.59% | -0.26% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.80% | -1.19% | +2.15% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 5.07% | -1.79% | +43.05% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 4.22% | +0.18% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.24% | +0.15% | -0.79% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.85% | +0.16% | +0.21% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.06% | +0.07% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | +0.07% | +0.63% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.16% | +0.28% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.30% | -0.14% | |
| 14 | DOV | Dover CORP | Stock-Industrials | 1.31% | -0.01% | -0.97% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.05% | +3.25% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.09% | +4.21% | |
| 17 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.12% | +0.17% | — | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.00% | -0.12% | -3.39% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | +0.01% | -0.91% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 0.90% | +0.01% | +29.87% | |
| 21 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.29% | -0.51% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 0.87% | -0.16% | -1.28% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.84% | +0.07% | +2.23% | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.82% | -0.07% | -0.70% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.14% | -5.54% | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.72% | +0.02% | -0.93% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.71% | +0.55% | -2.69% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | +0.02% | +1.49% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.07% | -0.06% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.19% | — | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 0.65% | -0.16% | — | |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.64% | +0.01% | — | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.61% | +0.07% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.92% | EXIT | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.01% | +0.30% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.13% | -9.50% | |
| 37 | L | Loews CORP | Stock-Financials | 0.56% | -0.01% | -0.62% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.04% | +0.06% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.51% | +0.01% | +10.54% | |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.51% | +0.06% | -0.40% | |
| 41 | MLM | Martin Marietta Materials | Stock-Materials | 0.50% | -0.03% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | — | -0.35% | |
| 43 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.47% | -0.08% | — | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.47% | — | -7.00% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.06% | -6.43% | |
| 46 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.45% | -0.02% | +12.85% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.14% | +0.49% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.44% | +0.01% | -1.61% | |
| 49 | GM | General Motors Co | Stock-Consumer Disc | 0.43% | -0.01% | +0.01% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +1.3% | +43.05% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +0.6% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.3% | -0.79% | Trim |
| 4 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 5 | ISPY | Proshares S&p High Incom ETF | +0.2% | NEW | New buy |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +2.15% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.63% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -0.14% | Trim |
| 9 | PM | Philip Morris International | +0.2% | +29.87% | Add |
| 10 | GEV | GE Vernova Inc | +0.2% | NEW | New buy |
| 11 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.14% | Trim |
| 14 | NVDA | Nvidia CORP | +0.1% | +4.21% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -2.69% | Trim |
| 16 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 18 | ADBE | Adobe Inc | +0.1% | +75.57% | Add |
| 19 | GM | General Motors Co | 0% | +0.01% | Add |
| 20 | ET | Energy Transfer LP | 0% | +1.34% | Add |
| 21 | TGTX | Tg Therapeutics Inc | 0% | — | Unchanged |
| 22 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 23 | NVTS | Navitas Semiconductor CORP | 0% | NEW | New buy |
| 24 | MO | Altria Group Inc | 0% | +10.54% | Add |
| 25 | ETR | Entergy CORP | 0% | +100.00% | Add |
| 26 | BA | Boeing Co/the | 0% | — | Unchanged |
| 27 | CRM | Salesforce Inc | 0% | -1.43% | Trim |
| 28 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +1.49% | Add |
| 30 | IJR | Ishares Core S&p Small-cap E | 0% | +13.29% | Add |
| 31 | XLF | Ss Financial Select Sector | 0% | +0.30% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | +16.32% | Add |
| 33 | L | Loews CORP | 0% | -0.62% | Trim |
| 34 | AXP | American Express Co | 0% | -1.61% | Trim |
| 35 | FDN | First Trust Dj Internet Ind | 0% | -5.77% | Trim |
| 36 | LLY | Eli Lilly & Co | 0% | +24.33% | Add |
| 37 | C | Citigroup Inc | 0% | — | Unchanged |
| 38 | IVV | Ishares Core S&p 500 ETF | — | +3.25% | Add |
| 39 | ITOT | Ishares Core S&p Total U.s. | — | +2.23% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 41 | PYPL | Paypal Holdings Inc | — | — | Unchanged |
| 42 | PANW | Palo Alto Networks Inc | — | +102.81% | Add |
| 43 | SRE | Sempra | — | — | Unchanged |
| 44 | VGT | Vanguard Info Tech ETF | — | -1.76% | Trim |
| 45 | IWD | Ishares Russell 1000 Value E | — | +4.71% | Add |
| 46 | AME | Ametek Inc | 0% | — | Unchanged |
| 47 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 48 | XLY | Ss Consumer Disc Select Sect | 0% | -7.00% | Trim |
| 49 | GOOG | Alphabet Inc-cl C | 0% | -9.50% | Trim |
| 50 | ENB | Enbridge Inc | 0% | — | Unchanged |
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 102 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVE, JEPI) accounted for 26.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BINC
市值: $935.9K
Top Position Liquidated / Trimmed
DOW
前期市值: $430.8K
During Q4 2024, Signature Wealth Management Partners, LLC's top holdings by market value included AAPL (9.1%)、IVE (8.6%)、JEPI (7.2%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q4 2024, Signature Wealth Management Partners, LLC made 76 total portfolio adjustments, initiating 7 new buys, adding to 32 positions, trimming 28 holdings, and fully liquidating 9 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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