Signature Wealth Management Partners, LLC 13F Holdings
CIK 0001824694 · MONTVALE, NJ
As of Sep 30, 2025, Signature Wealth Management Partners, LLC reported 113 positions worth
CIK 0001824694 · MONTVALE, NJ
As of Sep 30, 2025, Signature Wealth Management Partners, LLC reported 113 positions worth
91.0M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF | IVE | — | 94,987 | 9.6M | 10.27% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 296,350 | 5.0M | 7.88% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 247,841 | 4.2M | 7.41% |
| APPLE INC | AAPL | Technology | 50,052 | 2.7M | 6.67% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 103,932 | 2.5M | 6.57% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 62,183 | 2.2M | 6.38% |
| AMETEK INC | AME | Industrials | 34,055 | $6.4M | 3.35% |
| MICROSOFT CORP | MSFT | Technology | 10,570 | $5.5M | 2.87% |
| AMAZON.COM INC | AMZN | Equity | 22,141 | $4.9M | 2.54% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,045 | $4.7M | 2.46% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 13,527 | $4.3M | 2.23% |
| META PLATFORMS INC | META | Communication Services | 4,587 | $3.4M | 1.76% |
| NVIDIA CORP | NVDA | Technology | 17,987 | $3.4M | 1.76% |
| ALPHABET INC | GOOGL | Equity | 11,684 | $2.8M | 1.49% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 13,113 | $2.4M | 1.27% |
| BANK OF NEW YORK MELLON CORP | BK | Financial Services | 21,369 | $2.3M | 1.22% |
| PUBLIC SERVICE ENTERPRISE GROUP INC | PEG | Utilities | 27,641 | $2.3M | 1.21% |
| ISHARES CORE S&P 500 ETF | IVV | — | 3,323 | $2.2M | 1.16% |
| RTX CORP | RTX | Equity | 10,572 | .8M | 0.93% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 3,386 | .7M | 0.89% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 3,300 | .6M | 0.85% |
| DOVER CORP | DOV | Industrials | 9,328 | .6M | 0.81% |
| AT&T INC | T | Communication Services | 52,801 | .5M | 0.78% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 8,889 | .4M | 0.75% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 9,645 | .4M | 0.74% |