Signature Wealth Management Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Signature Wealth Management Partners, LLC reported 102 stock positions worth $145.6 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by iShares S&P 500 Value ETF (IVE, 8.6%) and JPMorgan Equity Premium Inco (JEPI, 7.2%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 31 and reduced 28. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +43%) and the biggest sale an exit from Dow (DOW).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$145.6M (Q4 2024)
SEC Filing
0001221073-25-000007 ↗ filed Jan 23, 2025

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 Q3 2024 Q4 2024: $145.6M $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 102 stocks · $145.6M
AAPL Apple Inc. 9.11% 52,953 $13.3M Reduce -0.1%
IVE iShares S&P 500 Value ETF 8.58% 65,480 $12.5M Add +8.3%
JEPI JPMorgan Equity Premium Inco 7.21% 182,461 $10.5M Add +6.7%
IYW iShares Ustechnology ETF 6.88% 62,825 $10.0M Reduce -0.3%
IVW iShares S&P 500 Growth ETF 6.80% 97,538 $9.9M Add +2.1%
JAAA Janus Henderson Aaa Clo ETF 5.07% 145,700 $7.4M Add +43.0%
AME Ametek Inc. 4.22% 34,055 $6.1M No change
AMZN Amazon.com Inc. 3.24% 21,494 $4.7M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.85% 7,072 $4.1M Add +0.2%
MSFT Microsoft Corp. 2.75% 9,502 $4.0M Add +0.1%
JPM JPMorgan Chase & Co. 2.12% 12,850 $3.1M Add +0.6%
META Meta Platforms Inc. Class A 1.71% 4,245 $2.5M Add +0.3%
GOOGL Alphabet Inc. Class A 1.43% 11,020 $2.1M Reduce -0.1%
DOV Dover Corp. 1.31% 10,167 $1.9M Reduce -1.0%
IVV iShares Core S&P 500 ETF 1.17% 2,894 $1.7M Add +3.3%
NVDA Nvidia Corp. 1.17% 12,639 $1.7M Add +4.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.12% 21,237 $1.6M No change
FHLC Fidelity MSCI Health Care 1.00% 22,292 $1.5M Reduce -3.4%
BRK.B Berkshire Hathaway Inc. Class B 0.94% 3,033 $1.4M Reduce -0.9%
PM Philip Morris International 0.90% 10,862 $1.3M Add +29.9%
T AT&T Inc. 0.88% 56,504 $1.3M Reduce -0.5%
XLE SS Energy Select Sector 0.87% 14,707 $1.3M Reduce -1.3%
ITOT iShares Core S&P Total U.S. 0.84% 9,491 $1.2M Add +2.2%
DE Deere & Co. 0.82% 2,818 $1.2M Reduce -0.7%
RTX RTX Corp. 0.81% 10,222 $1.2M Reduce -5.5%
IBB iShares Biotechnology ETF 0.72% 7,947 $1.1M Reduce -0.9%
CRWD CrowdStrike Holdings Inc. Class A 0.71% 3,041 $1.0M Reduce -2.7%
IWF iShares Russell 1000 Growth 0.71% 2,583 $1.0M Add +1.5%
JNJ Johnson & Johnson 0.70% 7,073 $1.0M Reduce -0.1%
XLK SS Technology Select Sector 0.70% 4,353 $1.0M No change
NOW ServiceNow Inc. 0.65% 894 $948K No change
BINC iShares Flex I A ETF-Usd Inc. 0.64% 17,991 $936K New
GS Goldman Sachs Group Inc. 0.61% 1,547 $886K No change
XOM Exxon Mobil Corp. 0.58% 7,839 $843K Add +16.3%
XLF SS Financial Select Sector 0.57% 17,052 $824K Add +0.3%
GOOG Alphabet Inc. Class C 0.56% 4,288 $817K Reduce -9.5%
L Loews Corp. 0.56% 9,560 $810K Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.54% 3,588 $789K Add +0.1%
MO Altria Group Inc. 0.51% 14,337 $750K Add +10.5%
IJT iShares S&P Small-Cap 600 GR 0.51% 5,515 $747K Reduce -0.4%
MLM Martin Marietta Materials 0.50% 1,396 $721K No change
MRK Merck & Co. Inc. 0.49% 7,168 $713K Reduce -0.3%
PEG Public Service Enterprise GP 0.47% 8,174 $691K No change
XLY SS Consumer Disc Select Sect 0.47% 3,057 $686K Reduce -7.0%
PEP Pepsico Inc. 0.46% 4,369 $664K Reduce -6.4%
MDLZ Mondelez International Inc. Class A 0.45% 10,995 $657K Add +12.8%
VZ Verizon Communications Inc. 0.44% 15,936 $637K Add +0.5%
AXP American Express Co. 0.44% 2,136 $634K Reduce -1.6%
GM General Motors Co. 0.43% 11,866 $632K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.43% 1,220 $624K No change
NEE Nextera Energy Inc. 0.43% 8,670 $622K No change
BDX Becton Dickinson and Co. 0.42% 2,700 $613K Reduce -5.7%
NEM Newmont Corp. 0.41% 15,887 $591K Add +14.4%
IJK iShares S&P Mid-Cap 400 Grow 0.39% 6,300 $573K No change
ETR Entergy Corp. 0.39% 7,520 $570K No change
AMRX Amneal Pharmaceuticals Inc. 0.36% 66,666 $528K No change
CVX Chevron Corp. 0.35% 3,530 $511K No change
ENB Enbridge Inc. 0.34% 11,827 $502K No change
BA The Boeing Co. 0.34% 2,831 $501K No change
FDN First Trust DJ Internet Ind 0.32% 1,912 $465K Reduce -5.8%
GE General Electric filed as GE AEROSPACE 0.32% 2,764 $461K Add +0.1%
BLK BlackRock Inc. 0.32% 449 $460K New
GLD SPDR Gold Shares 0.31% 1,865 $452K No change
TMO Thermo Fisher Scientific Inc. 0.31% 861 $448K No change
ET Energy Transfer LP 0.30% 22,577 $442K Add +1.3%
ICE Intercontinental Exchange Inc. 0.30% 2,939 $438K No change
LLY Eli Lilly & Co. 0.27% 511 $395K Add +24.3%
VDC Vanguard Consumer Staple ETF 0.26% 1,805 $382K No change
ROP Roper Technologies Inc. 0.25% 700 $364K No change
APD Air Products & Chemicals Inc. 0.25% 1,230 $357K Add +0.1%
SRE Sempra 0.24% 4,020 $353K No change
VGT Vanguard Info Tech ETF 0.24% 557 $346K Reduce -1.8%
CRM Salesforce Inc. 0.24% 1,032 $345K Reduce -1.4%
IJR iShares Core S&P Small-Cap E 0.24% 2,976 $343K Add +13.3%
FXH First Trust Health Care Alph 0.23% 3,246 $338K Reduce -0.6%
NFLX Netflix Inc. 0.23% 372 $332K No change
TGTX TG Therapeutics Inc. 0.22% 10,780 $324K No change
UTL Unitil Corp. 0.22% 5,876 $318K No change
ADBE Adobe Inc. 0.21% 697 $310K Add +75.6%
HD Home Depot Inc. 0.21% 771 $300K No change
UBER Uber Technologies Inc. 0.21% 4,960 $299K No change
ISPY Proshares S&P High Incom ETF 0.19% 6,183 $274K New
FCX Freeport-McMoran Inc. 0.19% 7,100 $270K Add +16.4%
OTIS Otis Worldwide Corp. 0.19% 2,910 $269K No change
VIG Vanguard Dividend Apprec ETF 0.18% 1,365 $267K Add +2.2%
PANW Palo Alto Networks Inc. 0.18% 1,442 $262K Add +1.4%
SHEL Shell PLC-ADR 0.18% 4,168 $261K No change
PYPL PayPal Holdings Inc. 0.17% 2,984 $255K No change
GSK GSK PLC-Spon ADR 0.17% 7,504 $254K No change
MCD McDonald's Corp. 0.17% 865 $251K No change
CARR Carrier Global Corp. 0.16% 3,450 $235K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 5,317 $234K Reduce -8.9%
IWD iShares Russell 1000 Value E 0.16% 1,223 $226K Add +4.7%
C Citigroup Inc. 0.15% 3,200 $225K No change
FV First Trust DW Focus 5 Fund 0.15% 3,740 $221K Reduce -3.2%
GEV GE Vernova Inc. 0.15% 644 $212K New
TSLA Tesla Inc. 0.14% 516 $208K New
PFE Pfizer Inc. 0.14% 7,729 $205K No change
VOO Vanguard S&P 500 ETF 0.14% 374 $202K New
PSX Phillips 66 0.14% 1,765 $201K No change

Show all 102 holdings

Portfolio Sells Q3 2024 → Q4 2024
DOW Dow Inc. Sold out 0.00% −0.31
FHLC Fidelity MSCI Health Care Reduce -3.4% 1.00% −0.22
DVN Devon Energy Corp. Sold out 0.00% −0.20
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.18
KVUE Kenvue Inc. Sold out 0.00% −0.16
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.15
AMD Advanced Micro Devices Sold out 0.00% −0.15
NXPI NXP Semiconductors NV Sold out 0.00% −0.15
ADMA Adma Biologics Inc. Sold out 0.00% −0.15
RTX RTX Corp. Reduce -5.5% 0.81% −0.14
JNJ Johnson & Johnson Reduce -0.1% 0.70% −0.13
IBB iShares Biotechnology ETF Reduce -0.9% 0.72% −0.12
F Ford Motor Co. Sold out 0.00% −0.12
PEP Pepsico Inc. Reduce -6.4% 0.46% −0.12
DOV Dover Corp. Reduce -1.0% 1.31% −0.12
MRK Merck & Co. Inc. Reduce -0.3% 0.49% −0.10
XLE SS Energy Select Sector Reduce -1.3% 0.87% −0.08
BDX Becton Dickinson and Co. Reduce -5.7% 0.42% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 0.94% −0.08
IJT iShares S&P Small-Cap 600 GR Reduce -0.4% 0.51% −0.05
DE Deere & Co. Reduce -0.7% 0.82% −0.04
FXH First Trust Health Care Alph Reduce -0.6% 0.23% −0.03
IYW iShares Ustechnology ETF Reduce -0.3% 6.88% −0.03
T AT&T Inc. Reduce -0.5% 0.88% −0.02
GOOG Alphabet Inc. Class C Reduce -9.5% 0.56% −0.01
FV First Trust DW Focus 5 Fund Reduce -3.2% 0.15% −0.01
BAC Bank of America Corp. Reduce -8.9% 0.16% −0.01
XLY SS Consumer Disc Select Sect Reduce -7.0% 0.47% −0.01
VGT Vanguard Info Tech ETF Reduce -1.8% 0.24% −0.00
L Loews Corp. Reduce -0.6% 0.56% +0.01
FDN First Trust DJ Internet Ind Reduce -5.8% 0.32% +0.01
AXP American Express Co. Reduce -1.6% 0.44% +0.01
CRM Salesforce Inc. Reduce -1.4% 0.24% +0.03
CRWD CrowdStrike Holdings Inc. Class A Reduce -2.7% 0.71% +0.08
GOOGL Alphabet Inc. Class A Reduce -0.1% 1.43% +0.11
AAPL Apple Inc. Reduce -0.1% 9.11% +0.16
AMZN Amazon.com Inc. Reduce -0.8% 3.24% +0.32

Portfolio Buys Q3 2024 → Q4 2024
JAAA Janus Henderson Aaa Clo ETF Add +43.0% 5.07% +1.32
BINC iShares Flex I A ETF-Usd Inc. New 0.64% +0.64
BLK BlackRock Inc. New 0.32% +0.32
ISPY Proshares S&P High Incom ETF New 0.19% +0.19
IVW iShares S&P 500 Growth ETF Add +2.1% 6.80% +0.18
JPM JPMorgan Chase & Co. Add +0.6% 2.12% +0.17
PM Philip Morris International Add +29.9% 0.90% +0.16
GEV GE Vernova Inc. New 0.15% +0.15
TSLA Tesla Inc. New 0.14% +0.14
VOO Vanguard S&P 500 ETF New 0.14% +0.14
NVDA Nvidia Corp. Add +4.2% 1.17% +0.10
ADBE Adobe Inc. Add +75.6% 0.21% +0.06
GM General Motors Co. Add +0.0% 0.43% +0.05
ET Energy Transfer LP Add +1.3% 0.30% +0.04
MO Altria Group Inc. Add +10.5% 0.51% +0.04
NVTS Navitas Semiconductor Corp. New 0.04% +0.04
IWF iShares Russell 1000 Growth Add +1.5% 0.71% +0.02
IJR iShares Core S&P Small-Cap E Add +13.3% 0.24% +0.01
XLF SS Financial Select Sector Add +0.3% 0.57% +0.01
XOM Exxon Mobil Corp. Add +16.3% 0.58% +0.01
LLY Eli Lilly & Co. Add +24.3% 0.27% +0.01
PANW Palo Alto Networks Inc. Add +1.4% 0.18% +0.00
IVV iShares Core S&P 500 ETF Add +3.3% 1.17% −0.00
IWD iShares Russell 1000 Value E Add +4.7% 0.16% −0.00
ITOT iShares Core S&P Total U.S. Add +2.2% 0.84% −0.01
VIG Vanguard Dividend Apprec ETF Add +2.2% 0.18% −0.01
APD Air Products & Chemicals Inc. Add +0.1% 0.25% −0.02
IBM Intl Business Machines Corp. Add +0.1% 0.54% −0.03
FCX Freeport-McMoran Inc. Add +16.4% 0.19% −0.03
IVE iShares S&P 500 Value ETF Add +8.3% 8.58% −0.05
META Meta Platforms Inc. Class A Add +0.3% 1.71% −0.05
GE General Electric Add +0.1% 0.32% −0.06
MDLZ Mondelez International Inc. Class A Add +12.8% 0.45% −0.07
VZ Verizon Communications Inc. Add +0.5% 0.44% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 2.85% −0.08
NEM Newmont Corp. Add +14.4% 0.41% −0.13
JEPI JPMorgan Equity Premium Inco Add +6.7% 7.21% −0.16
MSFT Microsoft Corp. Add +0.1% 2.75% −0.21

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