Signature Wealth Management Partners, LLC
117 holdingsFiling period: 2026-03-31Current AUM: $224.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVE | ISHARES TR | 96.8K | $20.4M | $22.4M | 9.98% | -204 | 2026-03-31 |
| 2 | JAAA | JANUS DETROIT STR TR | 320.0K | $16.1M | $16.2M | 7.18% | +9.0K | 2026-03-31 |
| 3 | JEPI | J P MORGAN EXCHANGE TRADED F | 248.1K | $14.1M | $14.2M | 6.33% | +368 | 2026-03-31 |
| 4 | AAPL | APPLE INC | 53.7K | $13.6M | $16.6M | 7.37% | +4.0K | 2026-03-31 |
| 5 | IVW | ISHARES TR | 118.3K | $13.4M | $16.0M | 7.11% | +6.4K | 2026-03-31 |
| 6 | IYW | ISHARES TR | 62.0K | $11.3M | $14.8M | 6.57% | +486 | 2026-03-31 |
| 7 | AME | AMETEK INC | 34.0K | $7.3M | $8.2M | 3.65% | -- | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 7.0K | $4.5M | $5.2M | 2.32% | -41 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 21.7K | $4.5M | $5.9M | 2.62% | +148 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 11.8K | $4.4M | $5.5M | 2.45% | +463 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 13.5K | $4.0M | $4.8M | 2.12% | -10 | 2026-03-31 |
| 12 | GOOGL | ALPHABET INC | 13.6K | $3.9M | $4.9M | 2.16% | +2.0K | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 6.0K | $3.4M | $3.4M | 1.49% | -378 | 2026-03-31 |
| 14 | NVDA | NVIDIA CORPORATION | 18.2K | $3.2M | $3.6M | 1.62% | +170 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 12.5K | $3.1M | $3.2M | 1.43% | -38 | 2026-03-31 |
| 16 | BK | BANK NEW YORK MELLON CORP | 21.4K | $2.5M | $2.5M | 1.13% | -- | 2026-03-31 |
| 17 | IVV | ISHARES TR | 3.5K | $2.3M | $2.6M | 1.18% | +229 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 10.9K | $1.8M | $1.7M | 0.75% | -345 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 10.9K | $1.8M | $1.7M | 0.75% | -345 | 2026-03-31 |
| 20 | RTX | RTX CORPORATION | 9.5K | $1.8M | $2.1M | 0.91% | -630 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 6.4K | $1.8M | $2.3M | 1.02% | +1.6K | 2026-03-31 |
| 22 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.4K | $1.6M | $1.6M | 0.72% | -- | 2026-03-31 |
| 23 | NEE | NEXTERA ENERGY INC | 17.5K | $1.6M | $1.5M | 0.67% | +307 | 2026-03-31 |
| 24 | XLE | SELECT SECTOR SPDR TR | 25.7K | $1.6M | $1.5M | 0.68% | -52 | 2026-03-31 |
| 25 | PEG | PUBLIC SVC ENTERPRISE GROUP | 19.4K | $1.6M | $1.5M | 0.66% | +225 | 2026-03-31 |
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