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CIK: 0001824694
Total reported value
$214.5M
$214.5M
103 檔
29.1%
As reported in its official Q1 2025 Form 13F filing, Signature Wealth Management Partners, LLC's tracked investment portfolio stood at $214.5M with 103 total positions.
In Q1 2025, Signature Wealth Management Partners, LLC displayed an active expansion posture, initiating 103 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.51% | +0.18% | +28.63% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 8.35% | -0.60% | +22.37% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.18% | -1.79% | +69.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 7.58% | +0.48% | -1.54% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.25% | -1.19% | +5.41% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 5.94% | +1.59% | +2.75% | |
| 7 | AME | Ametek Inc | Stock-Industrials | 3.84% | +0.18% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | +0.15% | +3.20% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.59% | +0.16% | +0.03% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.06% | -1.49% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | +0.07% | -2.10% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | -0.16% | +6.53% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.09% | +33.28% | |
| 14 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.17% | +0.17% | — | |
| 15 | DOV | Dover CORP | Stock-Industrials | 1.13% | -0.01% | -3.80% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.30% | +0.42% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.05% | +4.28% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.01% | +0.01% | -10.80% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | +0.01% | -9.89% | |
| 20 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.29% | -9.36% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.16% | +0.06% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.88% | -0.14% | -0.49% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.85% | +0.55% | +21.14% | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.81% | -0.07% | -6.92% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | +0.07% | +0.68% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.92% | EXIT | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.70% | -0.12% | -29.49% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.07% | -9.81% | |
| 29 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | +0.02% | — | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.63% | +0.01% | +1.52% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.19% | +1.26% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | -4.61% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.04% | -1.64% | |
| 34 | L | Loews CORP | Stock-Financials | 0.56% | -0.01% | -2.80% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.56% | -0.01% | +0.25% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.07% | — | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.54% | +0.01% | -4.88% | |
| 38 | NEM | Newmont CORP | Stock-Materials | 0.53% | -0.15% | +6.06% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.49% | -0.16% | +5.59% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.49% | -0.02% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.13% | +9.79% | |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.45% | +0.06% | — | |
| 43 | MLM | Martin Marietta Materials | Stock-Materials | 0.44% | -0.03% | — | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.06% | — | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.10% | +52.84% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.14% | -11.95% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | — | -2.26% | |
| 48 | ETR | Entergy CORP | Stock-Utilities | 0.41% | -0.03% | -2.87% | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.41% | -0.08% | -7.73% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 2 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 6 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
| 7 | AME | Ametek Inc | — | NEW | New buy |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 10 | MSFT | Microsoft CORP | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 15 | DOV | Dover CORP | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 18 | PM | Philip Morris International | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | T | At&t Inc | — | NEW | New buy |
| 21 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 22 | RTX | Rtx CORP | — | NEW | New buy |
| 23 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 24 | DE | Deere & Co | — | NEW | New buy |
| 25 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 26 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 27 | FHLC | Fidelity Msci Health Care | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 31 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 32 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 33 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 34 | L | Loews CORP | — | NEW | New buy |
| 35 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 36 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 37 | MO | Altria Group Inc | — | NEW | New buy |
| 38 | NEM | Newmont CORP | — | NEW | New buy |
| 39 | NOW | Servicenow Inc | — | NEW | New buy |
| 40 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 41 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 42 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | New buy |
| 43 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 47 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 48 | ETR | Entergy CORP | — | NEW | New buy |
| 49 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 50 | NEE | Nextera Energy Inc | — | NEW | New buy |
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 103 disclosed positions in Q1 2025.
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 IVE, JEPI, JAAA) accounted for 29.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVE
市值: $16.1M
During Q1 2025, Signature Wealth Management Partners, LLC's top holdings by market value included IVE (10.5%)、JEPI (8.3%)、JAAA (8.2%). The largest single position, IVE, represented 10.5% of total portfolio value.
In Q1 2025, Signature Wealth Management Partners, LLC made 103 total portfolio adjustments, initiating 103 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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