SW
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Signature Wealth Management Partners, LLC13F | |
| Signature Wealth Management Partners, LLC | |
| Last update 2025-05-08 | 103 Stocks (5 new) |
| Value $153.00 Mil | Turnover 10 % |
Signature Wealth Management Pa... Top Holdings of 2025-03-31
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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 | 84,230 | 16,052.5 | +28.63% | 10.510 | +2.34% | 0.040 | +13.55% | +3.38% | 39,475.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 223,271 | 12,757.7 | +22.37% | 8.350 | +1.53% | 0.030 | +7.85% | -1.18% | 41,051.4 | ||
JAAA | Janus Henderson AAA CLO ETF | 246,510 | 12,500.5 | +69.19% | 8.180 | +3.35% | 0.060 | +0.82% | -0.06% | 22,841.5 | ||
AAPL | Apple Inc | 52,135 | 11,580.9 | -1.54% | 7.580 | -0.14% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
IVW | iShares S&P 500 Growth ETF | 102,813 | 9,544.2 | +5.41% | 6.250 | +0.32% | 0.020 | +31.16% | +10.95% | 61,912.5 | ||
IYW | iShares U.S. Technology ETF | 64,552 | 9,065.8 | +2.75% | 5.940 | +0.16% | 0.050 | +40.22% | +12.34% | 22,517.7 | ||
AME | AMETEK Inc | 34,055 | 5,862.2 | 0% | 3.840 | 0% | 0.010 | +14.91% | -0.86% | 41,117.2 | Industrial Products | |
AMZN | Amazon.com Inc | 22,182 | 4,220.4 | +3.20% | 2.760 | +0.09% | 0.000 | +37.04% | +4.52% | 2,434,329.6 | Retail - Cyclical | |
SPY | SPDR S&P 500 ETF Trust | 7,074 | 3,957.1 | +0.03% | 2.590 | 0% | 0.000 | +22.72% | +7.92% | 648,753.6 | ||
MSFT | Microsoft Corp | 9,360 | 3,513.8 | -1.49% | 2.300 | -0.04% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAAA | Janus Henderson AAA CLO ETF | 2025-03-31 | Add Add | +3.35% | 50.48 ($50.78) 51.04 | $50.68 | -0.20% | Add 69.19% | 246,510 | 100,810 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +2.34% | 185.78 ($193.5) 198.58 | $197.33 | 1.98% | Add 28.63% | 84,230 | 18,750 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +1.53% | 56.17 ($58.26) 59.71 | $56.85 | -2.42% | Add 22.37% | 223,271 | 40,810 | |
AMRX | Amneal Pharmaceuticals Inc | 2025-03-31 | Sold Out Sold Out | -0.36% | 7.72 ($8.35) 9.01 | $7.91 | -5.27% | Sold Out | 0 | -66,666 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.32% | 92.45 ($100.81) 106.69 | $112.65 | 11.74% | Add 5.41% | 102,813 | 5,275 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.30% | 106.98 ($126.74) 149.43 | $171.38 | 35.22% | Add 33.28% | 16,845 | 4,206 | |
FHLC | Fidelity MSCI Health Care Index ETF | 2025-03-31 | Reduce Reduce | -0.29% | 65.44 ($68.65) 70.64 | $62.32 | -9.22% | Reduce -29.49% | 15,719 | -6,573 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | New Buy New Buy | +0.22% | 64.98 ($87.82) 124.62 | $151.79 | 72.84% | New holding | 3,980 | 3,980 | |
AVGO | Broadcom Inc | 2025-03-31 | New Buy New Buy | +0.21% | 167.43 ($211.65) 244.7 | $288.21 | 36.17% | New holding | 1,928 | 1,928 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.20% | 222.15 ($333.26) 428.22 | $328.49 | -1.43% | Add 229.26% | 1,699 | 1,183 |
Signature Wealth Management Partners, LLC Total Holding History ($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 2025-03-31
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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