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Size ($ in 1000's)
At 03/31/2024: $122,876
At 12/31/2023: $114,218
Signature Wealth Management Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Signature Wealth Management Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Signature Wealth Management Partners LLC top holdings by largest position size, as per the latest 13f filing made by Signature Wealth Management Partners LLC.
In the Signature Wealth Management Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Signature Wealth Management Partners LLC in that top holding, then the share count change between reporting periods, and finally the Signature Wealth Management Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVE) |
55,505 |
+3,201 |
$10,369 | | IVE | 55,505 | +3,201 | $10,369 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
156,192 |
+12,486 |
$9,037 | | JEPI | 156,192 | +12,486 | $9,037 | | APPLE INC |
50,858 |
-2,067 |
$8,721 | | AAPL | 50,858 | -2,067 | $8,721 | | ISHARES TR (IYW) |
64,446 |
+517 |
$8,704 | | IYW | 64,446 | +517 | $8,704 | | ISHARES TR (IVW) |
95,372 |
-1,010 |
$8,053 | | IVW | 95,372 | -1,010 | $8,053 | | AMETEK INC |
34,208 |
-1,858 |
$6,257 | | AME | 34,208 | -1,858 | $6,257 | | AMAZON COM INC |
21,777 |
-65 |
$3,928 | | AMZN | 21,777 | -65 | $3,928 | | MICROSOFT CORP |
8,995 |
-1,235 |
$3,784 | | MSFT | 8,995 | -1,235 | $3,784 | | SPDR S&P 500 ETF TR (SPY) |
6,980 |
+100 |
$3,651 | | SPY | 6,980 | +100 | $3,651 | | JPMORGAN CHASE & CO |
13,814 |
-6,442 |
$2,767 | | JPM | 13,814 | -6,442 | $2,767 | | META PLATFORMS INC |
4,240 |
-314 |
$2,059 | | META | 4,240 | -314 | $2,059 | | DOVER CORP |
10,561 |
-161 |
$1,871 | | DOV | 10,561 | -161 | $1,871 | | FIDELITY COVINGTON TRUST |
26,309 |
+679 |
$1,836 | | FHLC | 26,309 | +679 | $1,836 | | JANUS DETROIT STR TR |
33,972 |
+33,972 |
$1,724 | | JAAA | 33,972 | +33,972 | $1,724 | | ALPHABET INC |
11,227 |
+12 |
$1,694 | | GOOGL | 11,227 | +12 | $1,694 | | ISHARES TR (IBB) |
11,778 |
-213 |
$1,616 | | IBB | 11,778 | -213 | $1,616 | | SELECT SECTOR SPDR TR (XLE) |
15,692 |
+420 |
$1,481 | | XLE | 15,692 | +420 | $1,481 | | EXXON MOBIL CORP |
12,734 |
+340 |
$1,480 | | XOM | 12,734 | +340 | $1,480 | | ISHARES TR (IVV) |
2,741 |
-157 |
$1,441 | | IVV | 2,741 | -157 | $1,441 |  BERKSHIRE HATHAWAY INC DEL |
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$1,297 | | BRK.B | 3,084 | -500 | $1,297 | | DEERE & CO |
2,990 |
-50 |
$1,228 | | DE | 2,990 | -50 | $1,228 | | BANK NEW YORK MELLON CORP |
21,237 |
-127 |
$1,224 | | BK | 21,237 | -127 | $1,224 | | AT&T INC |
69,172 |
-526 |
$1,217 | | T | 69,172 | -526 | $1,217 | | RTX CORPORATION |
11,501 |
+436 |
$1,122 | | RTX | 11,501 | +436 | $1,122 | | JOHNSON & JOHNSON |
7,073 |
+28 |
$1,119 | | JNJ | 7,073 | +28 | $1,119 | | ISHARES TR (ITOT) |
9,315 |
UNCH |
$1,074 | | ITOT | 9,315 | UNCH | $1,074 | | MERCK & CO INC |
7,529 |
-713 |
$993 | | MRK | 7,529 | -713 | $993 | | CHEVRON CORP NEW |
5,818 |
UNCH |
$918 | | CVX | 5,818 | UNCH | $918 | | SELECT SECTOR SPDR TR (XLK) |
4,353 |
UNCH |
$907 | | XLK | 4,353 | UNCH | $907 | | PHILIP MORRIS INTL INC |
9,733 |
UNCH |
$892 | | PM | 9,733 | UNCH | $892 | | MARTIN MARIETTA MATLS INC |
1,396 |
-172 |
$857 | | MLM | 1,396 | -172 | $857 | | ISHARES TR (IWF) |
2,534 |
+1 |
$854 | | IWF | 2,534 | +1 | $854 | | NVIDIA CORPORATION |
920 |
+47 |
$831 | | NVDA | 920 | +47 | $831 | | SELECT SECTOR SPDR TR (XLF) |
19,680 |
-567 |
$829 | | XLF | 19,680 | -567 | $829 | | PEPSICO INC |
4,669 |
+150 |
$817 | | PEP | 4,669 | +150 | $817 | | LOEWS CORP |
9,957 |
-324 |
$780 | | L | 9,957 | -324 | $780 | | ALPHABET INC |
4,963 |
+303 |
$756 | | GOOG | 4,963 | +303 | $756 | | ISHARES TR (IJT) |
5,537 |
UNCH |
$724 | | IJT | 5,537 | UNCH | $724 | | BECTON DICKINSON & CO |
2,923 |
-699 |
$723 | | BDX | 2,923 | -699 | $723 | | VERIZON COMMUNICATIONS INC |
16,649 |
+74 |
$699 | | VZ | 16,649 | +74 | $699 | | MONDELEZ INTL INC |
9,843 |
-353 |
$689 | | MDLZ | 9,843 | -353 | $689 | | INTERNATIONAL BUSINESS MACHS |
3,583 |
-423 |
$684 | | IBM | 3,583 | -423 | $684 | | GOLDMAN SACHS GROUP INC |
1,545 |
-75 |
$645 | | GS | 1,545 | -75 | $645 | | BOEING CO |
3,236 |
-1,321 |
$625 | | BA | 3,236 | -1,321 | $625 | | ALTRIA GROUP INC |
14,169 |
-177 |
$618 | | MO | 14,169 | -177 | $618 | | SELECT SECTOR SPDR TR (XLY) |
3,337 |
-14 |
$614 | | XLY | 3,337 | -14 | $614 | | PUBLIC SVC ENTERPRISE GRP IN |
8,794 |
-100 |
$587 | | PEG | 8,794 | -100 | $587 | | ISHARES TR (IJK) |
6,300 |
UNCH |
$575 | | IJK | 6,300 | UNCH | $575 | | NEXTERA ENERGY INC |
8,920 |
+1,250 |
$570 | | NEE | 8,920 | +1,250 | $570 | | GENERAL MTRS CO |
12,351 |
-46 |
$560 | | GM | 12,351 | -46 | $560 |
See Full List: All Stocks Held By Signature Wealth Management Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Signature Wealth Management Partners LLC
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