SW
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Signature Wealth Management Partners, LLC13F | |
| Signature Wealth Management Partners, LLC | |
| Last update 2025-07-22 | 110 Stocks (11 new) |
| Value $175.00 Mil | Turnover 7 % |
Signature Wealth Management Pa... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVE | iShares S&P 500 Value ETF | 94,583 | 18,483.4 | +12.29% | 10.560 | +1.16% | 0.050 | +12.22% | +5.05% | 39,785.9 | ||
JAAA | Janus Henderson AAA CLO ETF | 280,850 | 14,253.1 | +13.93% | 8.150 | +1.00% | 0.060 | +2.14% | +2.70% | 22,855.0 | ||
JEPI | JPMorgan Equity Premium Income ETF | 237,623 | 13,508.9 | +6.43% | 7.720 | +0.47% | 0.030 | +8.92% | +3.79% | 41,268.0 | ||
IYW | iShares U.S. Technology ETF | 65,048 | 11,270.8 | +0.77% | 6.440 | +0.05% | 0.050 | +35.56% | +11.34% | 22,294.0 | ||
IVW | iShares S&P 500 Growth ETF | 101,483 | 11,173.3 | -1.29% | 6.390 | -0.08% | 0.020 | +27.03% | +10.54% | 61,544.3 | ||
AAPL | Apple Inc | 50,520 | 10,365.1 | -3.10% | 5.920 | -0.23% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AME | AMETEK Inc | 34,055 | 6,162.6 | 0% | 3.520 | 0% | 0.010 | +12.44% | -0.24% | 41,373.5 | Industrial Products | |
AMZN | Amazon.com Inc | 22,059 | 4,839.5 | -0.55% | 2.770 | -0.02% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 9,433 | 4,692.3 | +0.78% | 2.680 | +0.02% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
SPY | SPDR S&P 500 ETF Trust | 7,045 | 4,352.8 | -0.41% | 2.490 | -0.01% | 0.000 | +19.62% | +7.94% | 648,846.5 |
Signature Wealth Management Partners, LLC's Historical Top Holdings Breakdowns
Signature Wealth Management Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVE | iShares S&P 500 Value ETF | 2025-06-30 | Add Add | +1.16% | 168.34 ($186.34) 195.42 | $198.88 | 6.73% | Add 12.29% | 94,583 | 10,353 | |
JAAA | Janus Henderson AAA CLO ETF | 2025-06-30 | Add Add | +1.00% | 49.79 ($50.49) 50.75 | $50.71 | 0.44% | Add 13.93% | 280,850 | 34,340 | |
PEG | Public Service Enterprise Group Inc | 2025-06-30 | Add Add | +0.97% | 77.13 ($80.68) 84.18 | $85.79 | 6.33% | Add 266.49% | 27,641 | 20,099 | |
JNJ | Johnson & Johnson | 2025-06-30 | Add Add | +0.59% | 146.36 ($153.9) 165.84 | $167.93 | 9.12% | Add 106.47% | 13,171 | 6,792 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Add Add | +0.47% | 51.14 ($55.42) 57.14 | $57.15 | 3.12% | Add 6.43% | 237,623 | 14,352 | |
NEE | NextEra Energy Inc | 2025-06-30 | Add Add | +0.34% | 64.11 ($69.48) 75 | $77.54 | 11.60% | Add 97.9% | 17,158 | 8,488 | |
PFE | Pfizer Inc | 2025-06-30 | Sold Out Sold Out | -0.27% | 21.59 ($23.35) 25.34 | $25.14 | 7.67% | Sold Out | 0 | -16,529 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.23% | 172.42 ($202.27) 223.89 | $214.40 | 6.00% | Reduce -3.1% | 50,520 | -1,615 | |
ADBE | Adobe Inc | 2025-06-30 | Sold Out Sold Out | -0.23% | 340 ($385.29) 420.68 | $372.87 | -3.22% | Sold Out | 0 | -917 | |
OKLO | Oklo Inc | 2025-06-30 | New Buy New Buy | +0.22% | 19.8 ($38.3) 68.03 | $61.32 | 60.10% | New holding | 6,839 | 6,839 |
Signature Wealth Management Partners, LLC Total Holding History ($B)
Signature Wealth Management Partners, LLC's Asset Allocation
Signature Wealth Management Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Signature Wealth Management Partners, LLC's Hypothetical Growth since 2025-06-30
Signature Wealth Management Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Signature Wealth Management Partners, LLC's Holdings Heat Map
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Signature Wealth Management Partners, LLC's Holdings Bubble Chart
Signature Wealth Management Partners, LLC News
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