Signature Wealth Management Partners, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 15, 2024), Signature Wealth Management Partners, LLC reported 104 stock positions worth $131.6 million. Its top holding was Apple (AAPL) at 8.5% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 8.1%) and iShares Ustechnology ETF (IYW, 7.3%). Compared with Q1 2024, it opened 6 new positions, sold out of 3, added to 37 and reduced 26. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Ametek (AME, shares −0%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$131.6M (Q2 2024)
SEC Filing
0001221073-24-000050 ↗ filed Jul 15, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $122.9M Q1 2024 Q2 2024: $131.6M $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 104 stocks · $131.6M
AAPL Apple Inc. 8.47% 52,874 $11.1M Add +4.0%
IVE iShares S&P 500 Value ETF 8.07% 58,360 $10.6M Add +5.1%
IYW iShares Ustechnology ETF 7.25% 63,402 $9.5M Reduce -1.6%
JEPI JPMorgan Equity Premium Inco 7.07% 164,108 $9.3M Add +5.1%
IVW iShares S&P 500 Growth ETF 6.79% 96,579 $8.9M Add +1.3%
AME Ametek Inc. 4.32% 34,055 $5.7M Reduce -0.5%
AMZN Amazon.com Inc. 3.20% 21,786 $4.2M Add +0.0%
MSFT Microsoft Corp. 3.14% 9,234 $4.1M Add +2.7%
SPY SS SPDR S&P 500 ETF Trust-US 2.92% 7,047 $3.8M Add +1.0%
JAAA Janus Henderson Aaa Clo ETF 2.76% 71,259 $3.6M Add +109.8%
JPM JPMorgan Chase & Co. 2.11% 13,753 $2.8M Reduce -0.4%
META Meta Platforms Inc. Class A 1.66% 4,343 $2.2M Add +2.4%
GOOGL Alphabet Inc. Class A 1.55% 11,167 $2.0M Reduce -0.5%
DOV Dover Corp. 1.41% 10,267 $1.9M Reduce -2.8%
FHLC Fidelity MSCI Health Care 1.33% 25,434 $1.7M Reduce -3.3%
IVV iShares Core S&P 500 ETF 1.18% 2,826 $1.5M Add +3.1%
IBB iShares Biotechnology ETF 1.15% 11,046 $1.5M Reduce -6.2%
XOM Exxon Mobil Corp. 1.11% 12,739 $1.5M Add +0.0%
XLE SS Energy Select Sector 1.07% 15,490 $1.4M Reduce -1.3%
T AT&T Inc. 1.00% 68,605 $1.3M Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B 0.99% 3,186 $1.3M Add +3.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.97% 21,237 $1.3M No change
NVDA Nvidia Corp. 0.93% 9,938 $1.2M Add +8.0%
RTX RTX Corp. 0.90% 11,731 $1.2M Add +2.0%
ITOT iShares Core S&P Total U.S. 0.86% 9,481 $1.1M Add +1.8%
DE Deere & Co. 0.85% 2,992 $1.1M Add +0.1%
JNJ Johnson & Johnson 0.79% 7,086 $1.0M Add +0.2%
XLK SS Technology Select Sector 0.75% 4,353 $985K No change
PM Philip Morris International 0.73% 9,533 $966K Reduce -2.0%
IWF iShares Russell 1000 Growth 0.70% 2,535 $924K Add +0.0%
GOOG Alphabet Inc. Class C 0.69% 4,951 $908K Reduce -0.2%
MRK Merck & Co. Inc. 0.68% 7,192 $890K Reduce -4.5%
CVX Chevron Corp. 0.67% 5,650 $884K Reduce -2.9%
XLF SS Financial Select Sector 0.65% 20,675 $850K Add +5.1%
PEP Pepsico Inc. 0.59% 4,669 $770K No change
MLM Martin Marietta Materials 0.57% 1,396 $756K No change
L Loews Corp. 0.55% 9,620 $719K Reduce -3.4%
IJT iShares S&P Small-Cap 600 GR 0.54% 5,537 $711K No change
NOW ServiceNow Inc. 0.53% 894 $703K Add +78.8%
GS Goldman Sachs Group Inc. 0.53% 1,547 $700K Add +0.1%
CRWD CrowdStrike Holdings Inc. Class A 0.52% 1,786 $684K Add +5.2%
BDX Becton Dickinson and Co. 0.52% 2,923 $683K No change
VZ Verizon Communications Inc. 0.51% 16,315 $673K Reduce -2.0%
PEG Public Service Enterprise GP 0.49% 8,794 $648K No change
MDLZ Mondelez International Inc. Class A 0.49% 9,843 $644K No change
MO Altria Group Inc. 0.48% 13,963 $636K Reduce -1.4%
NEE Nextera Energy Inc. 0.48% 8,928 $632K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.47% 3,585 $620K Add +0.1%
NEM Newmont Corp. 0.46% 14,562 $610K Add +95.5%
XLY SS Consumer Disc Select Sect 0.46% 3,287 $600K Reduce -1.5%
QQQ Invesco QQQ Trust Series 1 0.44% 1,219 $584K Add +9.3%
IJK iShares S&P Mid-Cap 400 Grow 0.42% 6,300 $555K No change
GM General Motors Co. 0.42% 11,865 $551K Reduce -3.9%
AXP American Express Co. 0.38% 2,171 $503K No change
TMO Thermo Fisher Scientific Inc. 0.36% 861 $476K No change
BA The Boeing Co. 0.35% 2,561 $466K Reduce -20.9%
FDN First Trust DJ Internet Ind 0.35% 2,230 $457K No change
GE General Electric filed as GE AEROSPACE 0.33% 2,724 $433K Add +5.0%
AMRX Amneal Pharmaceuticals Inc. 0.32% 66,666 $423K No change
ENB Enbridge Inc. 0.32% 11,827 $421K Add +20.4%
DOW Dow Inc. 0.32% 7,886 $418K No change
ETR Entergy Corp. 0.31% 3,760 $402K No change
ICE Intercontinental Exchange Inc. 0.31% 2,939 $402K No change
GLD SPDR Gold Shares 0.30% 1,844 $396K Reduce -4.7%
ROP Roper Technologies Inc. 0.30% 700 $395K Reduce -23.2%
APD Air Products & Chemicals Inc. 0.30% 1,527 $394K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 9,270 $369K No change
VDC Vanguard Consumer Staple ETF 0.28% 1,805 $366K Reduce -0.6%
IJR iShares Core S&P Small-Cap E 0.28% 3,411 $364K Add +0.6%
UBER Uber Technologies Inc. 0.27% 4,960 $360K Reduce -22.6%
ET Energy Transfer LP 0.27% 22,218 $360K Add +1.4%
BLK BlackRock Finance Inc. 0.27% 451 $355K Add +9.7%
VGT Vanguard Info Tech ETF 0.27% 607 $350K Add +9.0%
FXH First Trust Health Care Alph 0.26% 3,264 $341K No change
DVN Devon Energy Corp. 0.25% 7,000 $332K Add +10.2%
F Ford Motor Co. filed as FORD MTR CO DEL 0.25% 25,739 $323K Add +0.1%
SRE Sempra 0.23% 4,020 $306K No change
UTL Unitil Corp. 0.23% 5,876 $304K No change
SHEL Shell PLC-ADR 0.23% 4,168 $301K No change
FCX Freeport-McMoran Inc. 0.23% 6,100 $296K Add +32.6%
GSK GSK PLC-Spon ADR 0.22% 7,504 $289K No change
OTIS Otis Worldwide Corp. 0.21% 2,910 $280K No change
CRM Salesforce Inc. 0.20% 1,047 $269K New
HD Home Depot Inc. 0.20% 771 $265K Add +0.4%
LLY Eli Lilly & Co. 0.20% 288 $261K New
NFLX Netflix Inc. 0.19% 372 $251K No change
PSX Phillips 66 0.19% 1,765 $249K No change
REGN Regeneron Pharmaceuticals 0.19% 233 $245K No change
VIG Vanguard Dividend Apprec ETF 0.19% 1,336 $244K New
PANW Palo Alto Networks Inc. 0.18% 711 $241K No change
PFE Pfizer Inc. 0.18% 8,497 $238K Reduce -52.5%
FV First Trust DW Focus 5 Fund 0.18% 4,024 $230K Reduce -6.3%
NXPI NXP Semiconductors NV 0.17% 850 $229K No change
ADBE Adobe Inc. 0.17% 397 $221K New
MCD McDonald's Corp. 0.17% 865 $220K No change
CARR Carrier Global Corp. 0.17% 3,450 $218K No change
TRV The Travelers Cos Inc. 0.15% 1,000 $203K No change
C Citigroup Inc. 0.15% 3,200 $203K New
IWD iShares Russell 1000 Value E 0.15% 1,162 $203K New
AMD Advanced Micro Devices 0.15% 1,249 $203K Reduce -7.4%

Show all 104 holdings

Portfolio Sells Q1 2024 → Q2 2024
AME Ametek Inc. Reduce -0.5% 4.32% −0.78
PFE Pfizer Inc. Reduce -52.5% 0.18% −0.22
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.19
COP Conocophillips Sold out 0.00% −0.18
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.17
FHLC Fidelity MSCI Health Care Reduce -3.3% 1.33% −0.17
IBB iShares Biotechnology ETF Reduce -6.2% 1.15% −0.16
BA The Boeing Co. Reduce -20.9% 0.35% −0.15
JPM JPMorgan Chase & Co. Reduce -0.4% 2.11% −0.14
XLE SS Energy Select Sector Reduce -1.3% 1.07% −0.13
MRK Merck & Co. Inc. Reduce -4.5% 0.68% −0.13
UBER Uber Technologies Inc. Reduce -22.6% 0.27% −0.13
ROP Roper Technologies Inc. Reduce -23.2% 0.30% −0.12
DOV Dover Corp. Reduce -2.8% 1.41% −0.11
L Loews Corp. Reduce -3.4% 0.55% −0.09
CVX Chevron Corp. Reduce -2.9% 0.67% −0.08
VZ Verizon Communications Inc. Reduce -2.0% 0.51% −0.06
AMD Advanced Micro Devices Reduce -7.4% 0.15% −0.04
XLY SS Consumer Disc Select Sect Reduce -1.5% 0.46% −0.04
GM General Motors Co. Reduce -3.9% 0.42% −0.04
FV First Trust DW Focus 5 Fund Reduce -6.3% 0.18% −0.03
VDC Vanguard Consumer Staple ETF Reduce -0.6% 0.28% −0.02
GLD SPDR Gold Shares Reduce -4.7% 0.30% −0.02
MO Altria Group Inc. Reduce -1.4% 0.48% −0.02
T AT&T Inc. Reduce -0.8% 1.00% +0.01
PM Philip Morris International Reduce -2.0% 0.73% +0.01
GOOG Alphabet Inc. Class C Reduce -0.2% 0.69% +0.08
GOOGL Alphabet Inc. Class A Reduce -0.5% 1.55% +0.17
IYW iShares Ustechnology ETF Reduce -1.6% 7.25% +0.17

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +4.0% 8.47% +1.37
JAAA Janus Henderson Aaa Clo ETF Add +109.8% 2.76% +1.35
NVDA Nvidia Corp. Add +8.0% 0.93% +0.26
NEM Newmont Corp. Add +95.5% 0.46% +0.25
IVW iShares S&P 500 Growth ETF Add +1.3% 6.79% +0.24
NOW ServiceNow Inc. Add +78.8% 0.53% +0.22
CRM Salesforce Inc. New 0.20% +0.20
LLY Eli Lilly & Co. New 0.20% +0.20
VIG Vanguard Dividend Apprec ETF New 0.19% +0.19
ADBE Adobe Inc. New 0.17% +0.17
C Citigroup Inc. New 0.15% +0.15
IWD iShares Russell 1000 Value E New 0.15% +0.15
CRWD CrowdStrike Holdings Inc. Class A Add +5.2% 0.52% +0.08
MSFT Microsoft Corp. Add +2.7% 3.14% +0.06
FCX Freeport-McMoran Inc. Add +32.6% 0.23% +0.05
QQQ Invesco QQQ Trust Series 1 Add +9.3% 0.44% +0.04
ENB Enbridge Inc. Add +20.4% 0.32% +0.03
VGT Vanguard Info Tech ETF Add +9.0% 0.27% +0.03
NEE Nextera Energy Inc. Add +0.1% 0.48% +0.02
IWF iShares Russell 1000 Growth Add +0.0% 0.70% +0.01
GS Goldman Sachs Group Inc. Add +0.1% 0.53% +0.01
AMZN Amazon.com Inc. Add +0.0% 3.20% +0.00
IVV iShares Core S&P 500 ETF Add +3.1% 1.18% +0.00
APD Air Products & Chemicals Inc. Add +0.1% 0.30% −0.00
ET Energy Transfer LP Add +1.4% 0.27% −0.01
DVN Devon Energy Corp. Add +10.2% 0.25% −0.01
BLK BlackRock Finance Inc. Add +9.7% 0.27% −0.01
META Meta Platforms Inc. Class A Add +2.4% 1.66% −0.01
RTX RTX Corp. Add +2.0% 0.90% −0.02
ITOT iShares Core S&P Total U.S. Add +1.8% 0.86% −0.02
IJR iShares Core S&P Small-Cap E Add +0.6% 0.28% −0.03
XLF SS Financial Select Sector Add +5.1% 0.65% −0.03
F Ford Motor Co. Add +0.1% 0.25% −0.03
HD Home Depot Inc. Add +0.4% 0.20% −0.04
GE General Electric Add +5.0% 0.33% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.0% 2.92% −0.06
BRK.B Berkshire Hathaway Inc. Class B Add +3.3% 0.99% −0.07
IBM Intl Business Machines Corp. Add +0.1% 0.47% −0.09
XOM Exxon Mobil Corp. Add +0.0% 1.11% −0.09
JNJ Johnson & Johnson Add +0.2% 0.79% −0.12
DE Deere & Co. Add +0.1% 0.85% −0.15
JEPI JPMorgan Equity Premium Inco Add +5.1% 7.07% −0.28
IVE iShares S&P 500 Value ETF Add +5.1% 8.07% −0.36

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