Signature Wealth Management Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Signature Wealth Management Partners, LLC reported 103 stock positions worth $152.7 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 10.5% of the portfolio, followed by JPMorgan Equity Premium Inco (JEPI, 8.4%) and Janus Henderson Aaa Clo ETF (JAAA, 8.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 4, added to 34 and reduced 31. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +69%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$152.7M (Q1 2025)
SEC Filing
0001221073-25-000049 ↗ filed May 8, 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 Q4 2024 Q1 2025: $152.7M $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 103 stocks · $152.7M
IVE iShares S&P 500 Value ETF 10.51% 84,230 $16.1M Add +28.6%
JEPI JPMorgan Equity Premium Inco 8.35% 223,271 $12.8M Add +22.4%
JAAA Janus Henderson Aaa Clo ETF 8.18% 246,510 $12.5M Add +69.2%
AAPL Apple Inc. 7.58% 52,135 $11.6M Reduce -1.5%
IVW iShares S&P 500 Growth ETF 6.25% 102,813 $9.5M Add +5.4%
IYW iShares Ustechnology ETF 5.94% 64,552 $9.1M Add +2.8%
AME Ametek Inc. 3.84% 34,055 $5.9M No change
AMZN Amazon.com Inc. 2.76% 22,182 $4.2M Add +3.2%
SPY SS SPDR S&P 500 ETF Trust-US 2.59% 7,074 $4.0M Add +0.0%
MSFT Microsoft Corp. 2.30% 9,360 $3.5M Reduce -1.5%
JPM JPMorgan Chase & Co. 2.02% 12,580 $3.1M Reduce -2.1%
META Meta Platforms Inc. Class A 1.71% 4,522 $2.6M Add +6.5%
NVDA Nvidia Corp. 1.20% 16,845 $1.8M Add +33.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.17% 21,237 $1.8M No change
DOV Dover Corp. 1.13% 9,781 $1.7M Reduce -3.8%
GOOGL Alphabet Inc. Class A 1.12% 11,066 $1.7M Add +0.4%
IVV iShares Core S&P 500 ETF 1.11% 3,018 $1.7M Add +4.3%
PM Philip Morris International 1.01% 9,689 $1.5M Reduce -10.8%
BRK.B Berkshire Hathaway Inc. Class B 0.95% 2,733 $1.5M Reduce -9.9%
T AT&T Inc. 0.95% 51,217 $1.4M Reduce -9.4%
XLE SS Energy Select Sector 0.90% 14,716 $1.4M Add +0.1%
RTX RTX Corp. 0.88% 10,172 $1.3M Reduce -0.5%
CRWD CrowdStrike Holdings Inc. Class A 0.85% 3,684 $1.3M Add +21.1%
DE Deere & Co. 0.81% 2,623 $1.2M Reduce -6.9%
ITOT iShares Core S&P Total U.S. 0.76% 9,556 $1.2M Add +0.7%
XOM Exxon Mobil Corp. 0.73% 9,340 $1.1M Add +19.1%
FHLC Fidelity MSCI Health Care 0.70% 15,719 $1.1M Reduce -29.5%
JNJ Johnson & Johnson 0.69% 6,379 $1.1M Reduce -9.8%
IBB iShares Biotechnology ETF 0.67% 7,947 $1.0M No change
BINC iShares Flex I A ETF-Usd Inc. 0.63% 18,264 $957K Add +1.5%
XLK SS Technology Select Sector 0.60% 4,408 $910K Add +1.3%
IWF iShares Russell 1000 Growth 0.58% 2,464 $890K Reduce -4.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.57% 3,529 $878K Reduce -1.6%
L Loews Corp. 0.56% 9,292 $854K Reduce -2.8%
XLF SS Financial Select Sector 0.56% 17,094 $851K Add +0.3%
GS Goldman Sachs Group Inc. 0.55% 1,547 $845K No change
MO Altria Group Inc. 0.54% 13,638 $819K Reduce -4.9%
NEM Newmont Corp. 0.53% 16,849 $813K Add +6.1%
NOW ServiceNow Inc. 0.49% 944 $752K Add +5.6%
MDLZ Mondelez International Inc. Class A 0.49% 10,995 $746K No change
GOOG Alphabet Inc. Class C 0.48% 4,708 $736K Add +9.8%
IJT iShares S&P Small-Cap 600 GR 0.45% 5,515 $687K No change
MLM Martin Marietta Materials 0.44% 1,396 $667K No change
PEP Pepsico Inc. 0.43% 4,369 $655K No change
LLY Eli Lilly & Co. 0.42% 781 $645K Add +52.8%
VZ Verizon Communications Inc. 0.42% 14,031 $636K Reduce -11.9%
MRK Merck & Co. Inc. 0.41% 7,006 $629K Reduce -2.3%
ETR Entergy Corp. 0.41% 7,304 $624K Reduce -2.9%
PEG Public Service Enterprise GP 0.41% 7,542 $621K Reduce -7.7%
NEE Nextera Energy Inc. 0.40% 8,670 $615K No change
CVX Chevron Corp. 0.39% 3,530 $591K No change
QQQ Invesco QQQ Trust Series 1 0.38% 1,227 $575K Add +0.6%
GM General Motors Co. 0.37% 11,866 $558K No change
AXP American Express Co. 0.35% 2,010 $541K Reduce -5.9%
GE General Electric filed as GE AEROSPACE 0.35% 2,692 $539K Reduce -2.6%
IJK iShares S&P Mid-Cap 400 Grow 0.34% 6,300 $525K No change
ENB Enbridge Inc. 0.33% 11,527 $511K Reduce -2.5%
GLD SPDR Gold Shares 0.33% 1,750 $504K Reduce -6.2%
BA The Boeing Co. 0.32% 2,888 $493K Add +2.0%
XLY SS Consumer Disc Select Sect 0.31% 2,423 $478K Reduce -20.7%
ICE Intercontinental Exchange Inc. 0.31% 2,731 $471K Reduce -7.1%
TSLA Tesla Inc. 0.29% 1,699 $440K Add +229.3%
TMO Thermo Fisher Scientific Inc. 0.28% 861 $428K No change
TGTX TG Therapeutics Inc. 0.28% 10,780 $425K No change
BLK BlackRock Inc. 0.28% 449 $425K No change
ET Energy Transfer LP 0.28% 22,847 $425K Add +1.2%
PFE Pfizer Inc. 0.27% 16,529 $419K Add +113.9%
FDN First Trust DJ Internet Ind 0.27% 1,883 $418K Reduce -1.5%
UBER Uber Technologies Inc. 0.27% 5,710 $416K Add +15.1%
ROP Roper Technologies Inc. 0.27% 700 $413K No change
VDC Vanguard Consumer Staple ETF 0.26% 1,805 $395K No change
BDX Becton Dickinson and Co. 0.24% 1,584 $363K Reduce -41.3%
FXH First Trust Health Care Alph 0.23% 3,440 $356K Add +6.0%
ADBE Adobe Inc. 0.23% 917 $352K Add +31.6%
NFLX Netflix Inc. 0.23% 372 $347K No change
UTL Unitil Corp. 0.22% 5,876 $339K No change
PLTR Palantir Technologies Inc. Class A 0.22% 3,980 $336K New
AVGO Broadcom Inc. 0.21% 1,928 $323K New
SHEL Shell PLC-ADR 0.20% 4,168 $305K No change
VGT Vanguard Info Tech ETF 0.20% 557 $302K No change
OTIS Otis Worldwide Corp. 0.20% 2,910 $300K No change
APD Air Products & Chemicals Inc. 0.19% 986 $291K Reduce -19.8%
GSK GSK PLC-Spon ADR 0.19% 7,504 $291K No change
SRE Sempra 0.19% 4,020 $287K No change
HD Home Depot Inc. 0.19% 772 $283K Add +0.1%
ISPY Proshares S&P High Incom ETF 0.18% 6,463 $272K Add +4.5%
MCD McDonald's Corp. 0.18% 865 $270K No change
FCX Freeport-McMoran Inc. 0.18% 7,100 $269K No change
VIG Vanguard Dividend Apprec ETF 0.17% 1,365 $265K No change
CRM Salesforce Inc. 0.16% 936 $251K Reduce -9.3%
IWD iShares Russell 1000 Value E 0.16% 1,308 $246K Add +7.0%
PANW Palo Alto Networks Inc. 0.16% 1,442 $246K No change
IJR iShares Core S&P Small-Cap E 0.16% 2,277 $238K Reduce -23.5%
JMUB JPMorgan Municipal ETF 0.15% 4,578 $229K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 5,317 $222K No change
CARR Carrier Global Corp. 0.14% 3,450 $219K No change
PSX Phillips 66 0.14% 1,765 $218K No change
C Citigroup Inc. 0.14% 3,060 $217K Reduce -4.4%
FV First Trust DW Focus 5 Fund 0.13% 3,740 $205K No change
NCLH Norwegian Cruise Line Holdin 0.13% 10,200 $193K New
GBDC Golub Capital BDC Inc. 0.11% 11,172 $169K New
COTY Coty Inc. Class A 0.05% 14,999 $82K No change
NVTS Navitas Semiconductor Corp. 0.02% 16,300 $33K Add +14.0%

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -1.5% 7.58% −1.53
MSFT Microsoft Corp. Reduce -1.5% 2.30% −0.45
AMRX Amneal Pharmaceuticals Inc. Sold out 0.00% −0.36
FHLC Fidelity MSCI Health Care Reduce -29.5% 0.70% −0.30
DOV Dover Corp. Reduce -3.8% 1.13% −0.19
BDX Becton Dickinson and Co. Reduce -41.3% 0.24% −0.18
PYPL PayPal Holdings Inc. Sold out 0.00% −0.17
XLY SS Consumer Disc Select Sect Reduce -20.7% 0.31% −0.16
GEV GE Vernova Inc. Sold out 0.00% −0.15
VOO Vanguard S&P 500 ETF Sold out 0.00% −0.14
IWF iShares Russell 1000 Growth Reduce -4.6% 0.58% −0.13
JPM JPMorgan Chase & Co. Reduce -2.1% 2.02% −0.10
AXP American Express Co. Reduce -5.9% 0.35% −0.08
IJR iShares Core S&P Small-Cap E Reduce -23.5% 0.16% −0.08
MRK Merck & Co. Inc. Reduce -2.3% 0.41% −0.08
CRM Salesforce Inc. Reduce -9.3% 0.16% −0.07
PEG Public Service Enterprise GP Reduce -7.7% 0.41% −0.07
APD Air Products & Chemicals Inc. Reduce -19.8% 0.19% −0.05
FDN First Trust DJ Internet Ind Reduce -1.5% 0.27% −0.05
VZ Verizon Communications Inc. Reduce -11.9% 0.42% −0.02
DE Deere & Co. Reduce -6.9% 0.81% −0.01
C Citigroup Inc. Reduce -4.4% 0.14% −0.01
ENB Enbridge Inc. Reduce -2.5% 0.33% −0.01
JNJ Johnson & Johnson Reduce -9.8% 0.69% −0.01
L Loews Corp. Reduce -2.8% 0.56% +0.00
ICE Intercontinental Exchange Inc. Reduce -7.1% 0.31% +0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.9% 0.95% +0.01
ETR Entergy Corp. Reduce -2.9% 0.41% +0.02
GLD SPDR Gold Shares Reduce -6.2% 0.33% +0.02
MO Altria Group Inc. Reduce -4.9% 0.54% +0.02
IBM Intl Business Machines Corp. Reduce -1.6% 0.57% +0.03
GE General Electric Reduce -2.6% 0.35% +0.04
T AT&T Inc. Reduce -9.4% 0.95% +0.06
RTX RTX Corp. Reduce -0.5% 0.88% +0.07
PM Philip Morris International Reduce -10.8% 1.01% +0.11

Portfolio Buys Q4 2024 → Q1 2025
JAAA Janus Henderson Aaa Clo ETF Add +69.2% 8.18% +3.11
IVE iShares S&P 500 Value ETF Add +28.6% 10.51% +1.92
JEPI JPMorgan Equity Premium Inco Add +22.4% 8.35% +1.14
PLTR Palantir Technologies Inc. Class A New 0.22% +0.22
AVGO Broadcom Inc. New 0.21% +0.21
LLY Eli Lilly & Co. Add +52.8% 0.42% +0.15
JMUB JPMorgan Municipal ETF New 0.15% +0.15
XOM Exxon Mobil Corp. Add +19.1% 0.73% +0.15
TSLA Tesla Inc. Add +229.3% 0.29% +0.15
CRWD CrowdStrike Holdings Inc. Class A Add +21.1% 0.85% +0.14
PFE Pfizer Inc. Add +113.9% 0.27% +0.13
NCLH Norwegian Cruise Line Holdin New 0.13% +0.13
NEM Newmont Corp. Add +6.1% 0.53% +0.13
GBDC Golub Capital BDC Inc. New 0.11% +0.11
UBER Uber Technologies Inc. Add +15.1% 0.27% +0.07
XLE SS Energy Select Sector Add +0.1% 0.90% +0.04
NVDA Nvidia Corp. Add +33.3% 1.20% +0.03
ADBE Adobe Inc. Add +31.6% 0.23% +0.02
IWD iShares Russell 1000 Value E Add +7.0% 0.16% +0.01
FXH First Trust Health Care Alph Add +6.0% 0.23% +0.00
META Meta Platforms Inc. Class A Add +6.5% 1.71% −0.00
XLF SS Financial Select Sector Add +0.3% 0.56% −0.01
ISPY Proshares S&P High Incom ETF Add +4.5% 0.18% −0.01
NVTS Navitas Semiconductor Corp. Add +14.0% 0.02% −0.01
BINC iShares Flex I A ETF-Usd Inc. Add +1.5% 0.63% −0.02
HD Home Depot Inc. Add +0.1% 0.19% −0.02
BA The Boeing Co. Add +2.0% 0.32% −0.02
ET Energy Transfer LP Add +1.2% 0.28% −0.03
QQQ Invesco QQQ Trust Series 1 Add +0.6% 0.38% −0.05
IVV iShares Core S&P 500 ETF Add +4.3% 1.11% −0.06
ITOT iShares Core S&P Total U.S. Add +0.7% 0.76% −0.08
GOOG Alphabet Inc. Class C Add +9.8% 0.48% −0.08
XLK SS Technology Select Sector Add +1.3% 0.60% −0.10
NOW ServiceNow Inc. Add +5.6% 0.49% −0.16
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 2.59% −0.26
GOOGL Alphabet Inc. Class A Add +0.4% 1.12% −0.31
AMZN Amazon.com Inc. Add +3.2% 2.76% −0.48
IVW iShares S&P 500 Growth ETF Add +5.4% 6.25% −0.55
IYW iShares Ustechnology ETF Add +2.8% 5.94% −0.95

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