Signature Wealth Management Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), Signature Wealth Management Partners, LLC reported 104 stock positions worth $138.1 million. Its top holding was Apple (AAPL) at 8.9% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 8.6%) and JPMorgan Equity Premium Inco (JEPI, 7.4%). Compared with Q2 2024, it opened 3 new positions, sold out of 3, added to 18 and reduced 37. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +43%) and the biggest sale Exxon Mobil (XOM, shares −47%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$138.1M (Q3 2024)
SEC Filing
0001221073-24-000089 ↗ filed Oct 25, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $122.9M Q1 2024 Q2 2024: $131.6M Q2 2024 Q3 2024: $138.1M $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 · $138.1M
AAPL Apple Inc. 8.95% 53,028 $12.4M Add +0.3%
IVE iShares S&P 500 Value ETF 8.63% 60,455 $11.9M Add +3.6%
JEPI JPMorgan Equity Premium Inco 7.37% 170,974 $10.2M Add +4.2%
IYW iShares Ustechnology ETF 6.91% 62,988 $9.6M Reduce -0.7%
IVW iShares S&P 500 Growth ETF 6.62% 95,487 $9.1M Reduce -1.1%
AME Ametek Inc. 4.23% 34,055 $5.8M No change
JAAA Janus Henderson Aaa Clo ETF 3.75% 101,853 $5.2M Add +42.9%
MSFT Microsoft Corp. 2.96% 9,495 $4.1M Add +2.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.93% 7,057 $4.0M Add +0.1%
AMZN Amazon.com Inc. 2.92% 21,665 $4.0M Reduce -0.6%
JPM JPMorgan Chase & Co. 1.95% 12,770 $2.7M Reduce -7.2%
META Meta Platforms Inc. Class A 1.75% 4,233 $2.4M Reduce -2.5%
DOV Dover Corp. 1.43% 10,267 $2.0M No change
GOOGL Alphabet Inc. Class A 1.33% 11,036 $1.8M Reduce -1.2%
FHLC Fidelity MSCI Health Care 1.22% 23,074 $1.7M Reduce -9.3%
IVV iShares Core S&P 500 ETF 1.17% 2,803 $1.6M Reduce -0.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.10% 21,237 $1.5M No change
NVDA Nvidia Corp. 1.07% 12,128 $1.5M Add +22.0%
BRK.B Berkshire Hathaway Inc. Class B 1.02% 3,061 $1.4M Reduce -3.9%
RTX RTX Corp. 0.95% 10,821 $1.3M Reduce -7.8%
XLE SS Energy Select Sector 0.95% 14,897 $1.3M Reduce -3.8%
T AT&T Inc. 0.90% 56,794 $1.2M Reduce -17.2%
DE Deere & Co. 0.86% 2,838 $1.2M Reduce -5.2%
IBB iShares Biotechnology ETF 0.85% 8,022 $1.2M Reduce -27.4%
ITOT iShares Core S&P Total U.S. 0.84% 9,284 $1.2M Reduce -2.1%
JNJ Johnson & Johnson 0.83% 7,077 $1.1M Reduce -0.1%
PM Philip Morris International 0.74% 8,364 $1.0M Reduce -12.3%
XLK SS Technology Select Sector 0.71% 4,353 $983K No change
IWF iShares Russell 1000 Growth 0.69% 2,545 $955K Add +0.4%
CRWD CrowdStrike Holdings Inc. Class A 0.63% 3,125 $876K Add +75.0%
MRK Merck & Co. Inc. 0.59% 7,193 $817K Add +0.0%
NOW ServiceNow Inc. 0.58% 894 $800K No change
PEP Pepsico Inc. 0.57% 4,669 $794K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.57% 3,586 $793K Add +0.0%
GOOG Alphabet Inc. Class C 0.57% 4,738 $792K Reduce -4.3%
XOM Exxon Mobil Corp. 0.57% 6,739 $790K Reduce -47.1%
IJT iShares S&P Small-Cap 600 GR 0.56% 5,537 $772K No change
XLF SS Financial Select Sector 0.56% 17,001 $770K Reduce -17.8%
GS Goldman Sachs Group Inc. 0.55% 1,547 $766K No change
L Loews Corp. 0.55% 9,620 $760K No change
MLM Martin Marietta Materials 0.54% 1,396 $751K No change
NEM Newmont Corp. 0.54% 13,887 $742K Reduce -4.6%
NEE Nextera Energy Inc. 0.53% 8,670 $733K Reduce -2.9%
PEG Public Service Enterprise GP 0.53% 8,174 $729K Reduce -7.0%
MDLZ Mondelez International Inc. Class A 0.52% 9,743 $718K Reduce -1.0%
VZ Verizon Communications Inc. 0.52% 15,858 $712K Reduce -2.8%
BDX Becton Dickinson and Co. 0.50% 2,863 $690K Reduce -2.0%
MO Altria Group Inc. 0.48% 12,970 $662K Reduce -7.1%
XLY SS Consumer Disc Select Sect 0.48% 3,287 $659K No change
QQQ Invesco QQQ Trust Series 1 0.43% 1,220 $595K Add +0.1%
AXP American Express Co. 0.43% 2,171 $589K No change
IJK iShares S&P Mid-Cap 400 Grow 0.42% 6,300 $579K No change
AMRX Amneal Pharmaceuticals Inc. 0.40% 66,666 $555K No change
TMO Thermo Fisher Scientific Inc. 0.39% 861 $533K No change
GM General Motors Co. 0.39% 11,865 $532K No change
GE General Electric filed as GE AEROSPACE 0.38% 2,761 $521K Add +1.4%
CVX Chevron Corp. 0.38% 3,530 $520K Reduce -37.5%
ETR Entergy Corp. 0.36% 3,760 $495K No change
ENB Enbridge Inc. 0.35% 11,827 $480K No change
ICE Intercontinental Exchange Inc. 0.34% 2,939 $472K No change
GLD SPDR Gold Shares 0.33% 1,865 $453K Add +1.1%
DOW Dow Inc. 0.31% 7,886 $431K No change
BA The Boeing Co. 0.31% 2,831 $430K Add +10.5%
FDN First Trust DJ Internet Ind 0.31% 2,029 $430K Reduce -9.0%
VDC Vanguard Consumer Staple ETF 0.29% 1,805 $394K No change
ROP Roper Technologies Inc. 0.28% 700 $390K No change
UBER Uber Technologies Inc. 0.27% 4,960 $373K No change
APD Air Products & Chemicals Inc. 0.26% 1,229 $366K Reduce -19.5%
FXH First Trust Health Care Alph 0.26% 3,264 $365K No change
LLY Eli Lilly & Co. 0.26% 411 $364K Add +42.7%
ET Energy Transfer LP 0.26% 22,278 $358K Add +0.3%
UTL Unitil Corp. 0.26% 5,876 $356K No change
SRE Sempra 0.24% 4,020 $336K No change
VGT Vanguard Info Tech ETF 0.24% 567 $333K Reduce -6.6%
HD Home Depot Inc. 0.23% 771 $312K No change
IJR iShares Core S&P Small-Cap E 0.22% 2,627 $307K Reduce -23.0%
GSK GSK PLC-Spon ADR 0.22% 7,504 $307K No change
FCX Freeport-McMoran Inc. 0.22% 6,100 $305K No change
OTIS Otis Worldwide Corp. 0.22% 2,910 $302K No change
CRM Salesforce Inc. 0.21% 1,047 $287K No change
CARR Carrier Global Corp. 0.20% 3,450 $278K No change
SHEL Shell PLC-ADR 0.20% 4,168 $275K No change
DVN Devon Energy Corp. 0.20% 7,000 $274K No change
VIG Vanguard Dividend Apprec ETF 0.19% 1,336 $265K No change
NFLX Netflix Inc. 0.19% 372 $264K No change
MCD McDonald's Corp. 0.19% 865 $263K No change
TGTX TG Therapeutics Inc. 0.18% 10,780 $252K No change
REGN Regeneron Pharmaceuticals 0.18% 233 $245K No change
PANW Palo Alto Networks Inc. 0.18% 711 $243K No change
PYPL PayPal Holdings Inc. 0.17% 2,984 $233K New
PSX Phillips 66 0.17% 1,765 $232K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 5,835 $232K Reduce -37.1%
FV First Trust DW Focus 5 Fund 0.16% 3,862 $225K Reduce -4.0%
PFE Pfizer Inc. 0.16% 7,729 $224K Reduce -9.0%
IWD iShares Russell 1000 Value E 0.16% 1,168 $222K Add +0.5%
KVUE Kenvue Inc. 0.16% 9,266 $214K New
XLC SS Comm Select Sector SPDR 0.15% 2,282 $206K New
ADBE Adobe Inc. 0.15% 397 $206K No change
AMD Advanced Micro Devices 0.15% 1,249 $205K No change
NXPI NXP Semiconductors NV 0.15% 850 $204K No change

Show all 104 holdings

Portfolio Sells Q2 2024 → Q3 2024
XOM Exxon Mobil Corp. Reduce -47.1% 0.57% −0.54
IYW iShares Ustechnology ETF Reduce -0.7% 6.91% −0.34
IBB iShares Biotechnology ETF Reduce -27.4% 0.85% −0.31
CVX Chevron Corp. Reduce -37.5% 0.38% −0.30
AMZN Amazon.com Inc. Reduce -0.6% 2.92% −0.28
BLK BlackRock Finance Inc. Sold out 0.00% −0.27
GOOGL Alphabet Inc. Class A Reduce -1.2% 1.33% −0.22
IVW iShares S&P 500 Growth ETF Reduce -1.1% 6.62% −0.17
JPM JPMorgan Chase & Co. Reduce -7.2% 1.95% −0.17
TRV The Travelers Cos Inc. Sold out 0.00% −0.15
XLE SS Energy Select Sector Reduce -3.8% 0.95% −0.13
F Ford Motor Co. Reduce -38.8% 0.12% −0.13
GOOG Alphabet Inc. Class C Reduce -4.3% 0.57% −0.12
BAC Bank of America Corp. Reduce -37.1% 0.17% −0.11
FHLC Fidelity MSCI Health Care Reduce -9.3% 1.22% −0.11
T AT&T Inc. Reduce -17.2% 0.90% −0.09
XLF SS Financial Select Sector Reduce -17.8% 0.56% −0.09
IJR iShares Core S&P Small-Cap E Reduce -23.0% 0.22% −0.05
FDN First Trust DJ Internet Ind Reduce -9.0% 0.31% −0.04
APD Air Products & Chemicals Inc. Reduce -19.5% 0.26% −0.03
VGT Vanguard Info Tech ETF Reduce -6.6% 0.24% −0.03
BDX Becton Dickinson and Co. Reduce -2.0% 0.50% −0.02
PFE Pfizer Inc. Reduce -9.0% 0.16% −0.02
FV First Trust DW Focus 5 Fund Reduce -4.0% 0.16% −0.01
ITOT iShares Core S&P Total U.S. Reduce -2.1% 0.84% −0.01
FCEL Fuelcell Energy Inc. Sold out 0.00% −0.01
IVV iShares Core S&P 500 ETF Reduce -0.8% 1.17% −0.00
MO Altria Group Inc. Reduce -7.1% 0.48% −0.00
PM Philip Morris International Reduce -12.3% 0.74% +0.00
VZ Verizon Communications Inc. Reduce -2.8% 0.52% +0.00
DE Deere & Co. Reduce -5.2% 0.86% +0.01
MDLZ Mondelez International Inc. Class A Reduce -1.0% 0.52% +0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.9% 1.02% +0.03
PEG Public Service Enterprise GP Reduce -7.0% 0.53% +0.04
JNJ Johnson & Johnson Reduce -0.1% 0.83% +0.04
NEE Nextera Energy Inc. Reduce -2.9% 0.53% +0.05
RTX RTX Corp. Reduce -7.8% 0.95% +0.05
ADMA Adma Biologics Inc. Reduce -0.8% 0.15% +0.06
NEM Newmont Corp. Reduce -4.6% 0.54% +0.07
META Meta Platforms Inc. Class A Reduce -2.5% 1.75% +0.09

Portfolio Buys Q2 2024 → Q3 2024
JAAA Janus Henderson Aaa Clo ETF Add +42.9% 3.75% +1.00
IVE iShares S&P 500 Value ETF Add +3.6% 8.63% +0.56
AAPL Apple Inc. Add +0.3% 8.95% +0.48
JEPI JPMorgan Equity Premium Inco Add +4.2% 7.37% +0.30
PYPL PayPal Holdings Inc. New 0.17% +0.17
KVUE Kenvue Inc. New 0.16% +0.16
XLC SS Comm Select Sector SPDR New 0.15% +0.15
NVDA Nvidia Corp. Add +22.0% 1.07% +0.13
CRWD CrowdStrike Holdings Inc. Class A Add +75.0% 0.63% +0.11
IBM Intl Business Machines Corp. Add +0.0% 0.57% +0.10
LLY Eli Lilly & Co. Add +42.7% 0.26% +0.07
GE General Electric Add +1.4% 0.38% +0.05
GLD SPDR Gold Shares Add +1.1% 0.33% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 2.93% +0.02
IWD iShares Russell 1000 Value E Add +0.5% 0.16% +0.01
IWF iShares Russell 1000 Growth Add +0.4% 0.69% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.43% −0.01
ET Energy Transfer LP Add +0.3% 0.26% −0.02
BA The Boeing Co. Add +10.5% 0.31% −0.04
MRK Merck & Co. Inc. Add +0.0% 0.59% −0.09
MSFT Microsoft Corp. Add +2.8% 2.96% −0.18

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