Signature Wealth Management Partners, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Signature Wealth Management Partners, LLC reported 101 stock positions worth $122.9 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 8.4% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 7.4%) and Apple (AAPL, 7.1%). Compared with Q4 2023, it opened 10 new positions, sold out of 4, added to 22 and reduced 45. The biggest buy was a new position in Janus Henderson Aaa Clo ETF (JAAA) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$122.9M (Q1 2024)
SEC Filing
0001221073-24-000032 ↗ filed Apr 26, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $122.9M $122.9M Q1 2024 Q2 2024: $131.6M Q2 2024 Q3 2024: $138.1M Q3 2024 Q4 2024: $145.6M Q4 2024 Q1 2025: $152.7M Q1 2025 Q2 2025: $175.0M Q2 2025 Q3 2025: $191.0M Q3 2025 Q4 2025: $202.2M Q4 2025 Q1 2026: $199.4M Q1 2026 Q2 2026: $214.5M Q2 2026

Holdings 101 stocks · $122.9M
IVE iShares S&P 500 Value ETF 8.44% 55,505 $10.4M Add +6.1%
JEPI JPMorgan Equity Premium Inco 7.36% 156,192 $9.0M Add +8.7%
AAPL Apple Inc. 7.10% 50,858 $8.7M Reduce -3.9%
IYW iShares Ustechnology ETF 7.08% 64,446 $8.7M Add +0.8%
IVW iShares S&P 500 Growth ETF 6.55% 95,372 $8.1M Reduce -1.1%
AME Ametek Inc. 5.09% 34,208 $6.3M Reduce -5.2%
AMZN Amazon.com Inc. 3.20% 21,777 $3.9M Reduce -0.3%
MSFT Microsoft Corp. 3.08% 8,995 $3.8M Reduce -12.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.97% 6,980 $3.7M Add +1.4%
JPM JPMorgan Chase & Co. 2.25% 13,814 $2.8M Reduce -31.8%
META Meta Platforms Inc. Class A 1.68% 4,240 $2.1M Reduce -6.9%
DOV Dover Corp. 1.52% 10,561 $1.9M Reduce -1.5%
FHLC Fidelity MSCI Health Care 1.49% 26,309 $1.8M Add +2.6%
JAAA Janus Henderson Aaa Clo ETF 1.40% 33,972 $1.7M New
GOOGL Alphabet Inc. Class A 1.38% 11,227 $1.7M Add +0.1%
IBB iShares Biotechnology ETF 1.32% 11,778 $1.6M Reduce -1.8%
XLE SS Energy Select Sector 1.21% 15,692 $1.5M Add +2.8%
XOM Exxon Mobil Corp. 1.20% 12,734 $1.5M Add +2.7%
IVV iShares Core S&P 500 ETF 1.17% 2,741 $1.4M Reduce -5.4%
BRK.B Berkshire Hathaway Inc. Class B 1.06% 3,084 $1.3M Reduce -13.9%
DE Deere & Co. 1.00% 2,990 $1.2M Reduce -1.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.00% 21,237 $1.2M Reduce -0.6%
T AT&T Inc. 0.99% 69,172 $1.2M Reduce -0.8%
RTX RTX Corp. 0.91% 11,501 $1.1M Add +3.9%
JNJ Johnson & Johnson 0.91% 7,073 $1.1M Add +0.4%
ITOT iShares Core S&P Total U.S. 0.87% 9,315 $1.1M No change
MRK Merck & Co. Inc. 0.81% 7,529 $993K Reduce -8.7%
CVX Chevron Corp. 0.75% 5,818 $918K No change
XLK SS Technology Select Sector 0.74% 4,353 $907K No change
PM Philip Morris International 0.73% 9,733 $892K No change
MLM Martin Marietta Materials 0.70% 1,396 $857K Reduce -11.0%
IWF iShares Russell 1000 Growth 0.70% 2,534 $854K Add +0.0%
NVDA Nvidia Corp. 0.68% 920 $831K Add +5.4%
XLF SS Financial Select Sector 0.67% 19,680 $829K Reduce -2.8%
PEP Pepsico Inc. 0.67% 4,669 $817K Add +3.3%
L Loews Corp. 0.63% 9,957 $780K Reduce -3.1%
GOOG Alphabet Inc. Class C 0.61% 4,963 $756K Add +6.5%
IJT iShares S&P Small-Cap 600 GR 0.59% 5,537 $724K No change
BDX Becton Dickinson and Co. 0.59% 2,923 $723K Reduce -19.3%
VZ Verizon Communications Inc. 0.57% 16,649 $699K Add +0.5%
MDLZ Mondelez International Inc. Class A 0.56% 9,843 $689K Reduce -3.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.56% 3,583 $684K Reduce -10.6%
GS Goldman Sachs Group Inc. 0.53% 1,545 $645K Reduce -4.6%
BA The Boeing Co. 0.51% 3,236 $625K Reduce -29.0%
MO Altria Group Inc. 0.50% 14,169 $618K Reduce -1.2%
XLY SS Consumer Disc Select Sect 0.50% 3,337 $614K Reduce -0.4%
PEG Public Service Enterprise GP 0.48% 8,794 $587K Reduce -1.1%
IJK iShares S&P Mid-Cap 400 Grow 0.47% 6,300 $575K No change
NEE Nextera Energy Inc. 0.46% 8,920 $570K Add +16.3%
GM General Motors Co. 0.46% 12,351 $560K Reduce -0.4%
CRWD CrowdStrike Holdings Inc. Class A 0.44% 1,697 $544K Add +6.5%
ROP Roper Technologies Inc. 0.42% 911 $511K No change
TMO Thermo Fisher Scientific Inc. 0.41% 861 $500K Reduce -0.3%
PFE Pfizer Inc. 0.40% 17,897 $497K Reduce -2.7%
QQQ Invesco QQQ Trust Series 1 0.40% 1,115 $495K Add +0.8%
AXP American Express Co. 0.40% 2,171 $494K No change
UBER Uber Technologies Inc. 0.40% 6,410 $494K Reduce -3.4%
FDN First Trust DJ Internet Ind 0.37% 2,230 $457K Reduce -51.0%
DOW Dow Inc. 0.37% 7,886 $457K Add +12.9%
GE General Electric 0.37% 2,595 $456K Reduce -3.2%
AMRX Amneal Pharmaceuticals Inc. 0.33% 66,666 $404K No change
ICE Intercontinental Exchange Inc. 0.33% 2,939 $404K No change
GLD SPDR Gold Shares 0.32% 1,934 $398K Reduce -3.7%
ETR Entergy Corp. 0.32% 3,760 $397K No change
NOW ServiceNow Inc. 0.31% 500 $381K No change
IJR iShares Core S&P Small-Cap E 0.30% 3,390 $375K Reduce -0.7%
VDC Vanguard Consumer Staple ETF 0.30% 1,815 $371K New
APD Air Products & Chemicals Inc. 0.30% 1,526 $370K Add +0.2%
FXH First Trust Health Care Alph 0.29% 3,264 $358K Reduce -0.1%
ENB Enbridge Inc. 0.29% 9,827 $356K Add +27.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 9,270 $352K Reduce -6.1%
ET Energy Transfer LP 0.28% 21,905 $345K Add +1.5%
BLK BlackRock Finance Inc. 0.28% 411 $343K Reduce -1.0%
F Ford Motor Co. filed as FORD MTR CO DEL 0.28% 25,707 $341K Reduce -6.2%
GSK GSK PLC-Spon ADR 0.26% 7,504 $322K No change
DVN Devon Energy Corp. 0.26% 6,350 $319K New
UTL Unitil Corp. 0.25% 5,876 $308K No change
HD Home Depot Inc. 0.24% 768 $295K Reduce -19.8%
VGT Vanguard Info Tech ETF 0.24% 557 $292K No change
OTIS Otis Worldwide Corp. 0.24% 2,910 $289K No change
SRE Sempra 0.23% 4,020 $289K No change
PSX Phillips 66 0.23% 1,765 $288K Reduce -1.9%
SHEL Shell PLC-ADR 0.23% 4,168 $279K No change
NEM Newmont Corp. 0.22% 7,450 $267K New
FV First Trust DW Focus 5 Fund 0.20% 4,297 $246K Reduce -14.8%
MCD McDonald's Corp. 0.20% 865 $244K Reduce -6.1%
AMD Advanced Micro Devices 0.20% 1,349 $243K Reduce -6.8%
XLC SS Comm Select Sector SPDR 0.19% 2,863 $234K No change
TRV The Travelers Cos Inc. 0.19% 1,000 $230K New
NFLX Netflix Inc. 0.18% 372 $226K New
REGN Regeneron Pharmaceuticals 0.18% 233 $224K No change
COP Conocophillips 0.18% 1,701 $217K New
FCX Freeport-McMoran Inc. 0.18% 4,600 $216K New
NXPI NXP Semiconductors NV 0.17% 850 $211K New
AGG iShares Core U.S. Aggregate 0.17% 2,122 $208K Reduce -23.9%
PANW Palo Alto Networks Inc. 0.16% 711 $202K No change
CARR Carrier Global Corp. 0.16% 3,450 $201K New
COTY Coty Inc. Class A 0.15% 14,999 $179K Reduce -1.3%
TGTX TG Therapeutics Inc. 0.13% 10,780 $164K No change
ADMA Adma Biologics Inc. 0.05% 10,200 $67K No change

Show all 101 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -3.9% 7.10% −1.82
JPM JPMorgan Chase & Co. Reduce -31.8% 2.25% −0.76
BA The Boeing Co. Reduce -29.0% 0.51% −0.53
DAL Delta Air Lines Inc. Sold out 0.00% −0.46
JMUB JPMorgan Municipal ETF Sold out 0.00% −0.42
DIS The Walt Disney Co. Sold out 0.00% −0.38
FDN First Trust DJ Internet Ind Reduce -51.0% 0.37% −0.37
MSFT Microsoft Corp. Reduce -12.1% 3.08% −0.29
INTC Intel Corp. Sold out 0.00% −0.21
BDX Becton Dickinson and Co. Reduce -19.3% 0.59% −0.18
AME Ametek Inc. Reduce -5.2% 5.09% −0.11
IBB iShares Biotechnology ETF Reduce -1.8% 1.32% −0.11
MDLZ Mondelez International Inc. Class A Reduce -3.5% 0.56% −0.09
AGG iShares Core U.S. Aggregate Reduce -23.9% 0.17% −0.07
DE Deere & Co. Reduce -1.6% 1.00% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -13.9% 1.06% −0.06
PFE Pfizer Inc. Reduce -2.7% 0.40% −0.06
HD Home Depot Inc. Reduce -19.8% 0.24% −0.05
MCD McDonald's Corp. Reduce -6.1% 0.20% −0.04
IVV iShares Core S&P 500 ETF Reduce -5.4% 1.17% −0.04
T AT&T Inc. Reduce -0.8% 0.99% −0.03
FV First Trust DW Focus 5 Fund Reduce -14.8% 0.20% −0.03
XLY SS Consumer Disc Select Sect Reduce -0.4% 0.50% −0.03
GS Goldman Sachs Group Inc. Reduce -4.6% 0.53% −0.02
COTY Coty Inc. Class A Reduce -1.3% 0.15% −0.02
IJR iShares Core S&P Small-Cap E Reduce -0.7% 0.30% −0.02
IBM Intl Business Machines Corp. Reduce -10.6% 0.56% −0.02
BLK BlackRock Finance Inc. Reduce -1.0% 0.28% −0.02
F Ford Motor Co. Reduce -6.2% 0.28% −0.01
GLD SPDR Gold Shares Reduce -3.7% 0.32% −0.01
FXH First Trust Health Care Alph Reduce -0.1% 0.29% −0.01
BAC Bank of America Corp. Reduce -6.1% 0.29% −0.00
MO Altria Group Inc. Reduce -1.2% 0.50% −0.00
PEG Public Service Enterprise GP Reduce -1.1% 0.48% +0.00
TMO Thermo Fisher Scientific Inc. Reduce -0.3% 0.41% +0.01
L Loews Corp. Reduce -3.1% 0.63% +0.01
XLF SS Financial Select Sector Reduce -2.8% 0.67% +0.01
AMD Advanced Micro Devices Reduce -6.8% 0.20% +0.01
MLM Martin Marietta Materials Reduce -11.0% 0.70% +0.01
MRK Merck & Co. Inc. Reduce -8.7% 0.81% +0.02
BNY Bank of New York Mellon Corp. Reduce -0.6% 1.00% +0.02
PSX Phillips 66 Reduce -1.9% 0.23% +0.02
UBER Uber Technologies Inc. Reduce -3.4% 0.40% +0.04
GM General Motors Co. Reduce -0.4% 0.46% +0.07
GE General Electric Reduce -3.2% 0.37% +0.07
DOV Dover Corp. Reduce -1.5% 1.52% +0.08
IVW iShares S&P 500 Growth ETF Reduce -1.1% 6.55% +0.22
META Meta Platforms Inc. Class A Reduce -6.9% 1.68% +0.26
AMZN Amazon.com Inc. Reduce -0.3% 3.20% +0.29

Portfolio Buys Q4 2023 → Q1 2024
JAAA Janus Henderson Aaa Clo ETF New 1.40% +1.40
IVE iShares S&P 500 Value ETF Add +6.1% 8.44% +0.48
JEPI JPMorgan Equity Premium Inco Add +8.7% 7.36% +0.44
VDC Vanguard Consumer Staple ETF New 0.30% +0.30
NVDA Nvidia Corp. Add +5.4% 0.68% +0.30
DVN Devon Energy Corp. New 0.26% +0.26
NEM Newmont Corp. New 0.22% +0.22
IYW iShares Ustechnology ETF Add +0.8% 7.08% +0.21
TRV The Travelers Cos Inc. New 0.19% +0.19
NFLX Netflix Inc. New 0.18% +0.18
COP Conocophillips New 0.18% +0.18
FCX Freeport-McMoran Inc. New 0.18% +0.18
NXPI NXP Semiconductors NV New 0.17% +0.17
CARR Carrier Global Corp. New 0.16% +0.16
XOM Exxon Mobil Corp. Add +2.7% 1.20% +0.12
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 2.97% +0.11
RTX RTX Corp. Add +3.9% 0.91% +0.10
CRWD CrowdStrike Holdings Inc. Class A Add +6.5% 0.44% +0.09
XLE SS Energy Select Sector Add +2.8% 1.21% +0.08
NEE Nextera Energy Inc. Add +16.3% 0.46% +0.06
ENB Enbridge Inc. Add +27.2% 0.29% +0.05
FHLC Fidelity MSCI Health Care Add +2.6% 1.49% +0.04
GOOG Alphabet Inc. Class C Add +6.5% 0.61% +0.04
DOW Dow Inc. Add +12.9% 0.37% +0.04
IWF iShares Russell 1000 Growth Add +0.0% 0.70% +0.02
VZ Verizon Communications Inc. Add +0.5% 0.57% +0.02
ET Energy Transfer LP Add +1.5% 0.28% +0.02
GOOGL Alphabet Inc. Class A Add +0.1% 1.38% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.8% 0.40% +0.01
PEP Pepsico Inc. Add +3.3% 0.67% −0.01
JNJ Johnson & Johnson Add +0.4% 0.91% −0.06
APD Air Products & Chemicals Inc. Add +0.2% 0.30% −0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 121$214.5MIVE, AAPL, IYW, JEPI, JAAA
Q1 2026 116$199.4MIVE, JAAA, JEPI, AAPL, IVW
Q4 2025 120$202.2MIVE, JAAA, JEPI, IVW, AAPL
Q3 2025 113$191.0MIVE, JAAA, JEPI, AAPL, IVW
Q2 2025 110$175.0MIVE, JAAA, JEPI, IYW, IVW
Q1 2025 103$152.7MIVE, JEPI, JAAA, AAPL, IVW
Q4 2024 102$145.6MAAPL, IVE, JEPI, IYW, IVW
Q3 2024 104$138.1MAAPL, IVE, JEPI, IYW, IVW
Q2 2024 104$131.6MAAPL, IVE, IYW, JEPI, IVW
Q1 2024 101$122.9MIVE, JEPI, AAPL, IYW, IVW