Signature Wealth Management Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Signature Wealth Management Partners, LLC reported 110 stock positions worth $175.0 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 10.6% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 8.1%) and JPMorgan Equity Premium Inco (JEPI, 7.7%). Compared with Q1 2025, it opened 11 new positions, sold out of 4, added to 40 and reduced 24. The biggest buy was Public Service Enterprise GP (PEG, shares +266%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$175.0M (Q2 2025)
SEC Filing
0001221073-25-000062 ↗ filed Jul 22, 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 Q1 2025 Q2 2025: $175.0M $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 110 stocks · $175.0M
IVE iShares S&P 500 Value ETF 10.56% 94,583 $18.5M Add +12.3%
JAAA Janus Henderson Aaa Clo ETF 8.15% 280,850 $14.3M Add +13.9%
JEPI JPMorgan Equity Premium Inco 7.72% 237,623 $13.5M Add +6.4%
IYW iShares Ustechnology ETF 6.44% 65,048 $11.3M Add +0.8%
IVW iShares S&P 500 Growth ETF 6.39% 101,483 $11.2M Reduce -1.3%
AAPL Apple Inc. 5.92% 50,520 $10.4M Reduce -3.1%
AME Ametek Inc. 3.52% 34,055 $6.2M No change
AMZN Amazon.com Inc. 2.77% 22,059 $4.8M Reduce -0.6%
MSFT Microsoft Corp. 2.68% 9,433 $4.7M Add +0.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.49% 7,045 $4.4M Reduce -0.4%
JPM JPMorgan Chase & Co. 2.22% 13,397 $3.9M Add +6.5%
META Meta Platforms Inc. Class A 1.95% 4,615 $3.4M Add +2.1%
NVDA Nvidia Corp. 1.64% 18,170 $2.9M Add +7.9%
PEG Public Service Enterprise GP 1.33% 27,641 $2.3M Add +266.5%
IVV iShares Core S&P 500 ETF 1.17% 3,310 $2.1M Add +9.7%
GOOGL Alphabet Inc. Class A 1.16% 11,530 $2.0M Add +4.2%
JNJ Johnson & Johnson 1.15% 13,171 $2.0M Add +106.5%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.11% 21,237 $1.9M No change
CRWD CrowdStrike Holdings Inc. Class A 1.10% 3,774 $1.9M Add +2.4%
DOV Dover Corp. 1.02% 9,781 $1.8M No change
PM Philip Morris International 0.96% 9,259 $1.7M Reduce -4.4%
RTX RTX Corp. 0.89% 10,672 $1.6M Add +4.9%
T AT&T Inc. 0.88% 52,947 $1.5M Add +3.4%
BRK.B Berkshire Hathaway Inc. Class B 0.77% 2,786 $1.4M Add +1.9%
ITOT iShares Core S&P Total U.S. 0.74% 9,584 $1.3M Add +0.3%
DE Deere & Co. 0.72% 2,479 $1.3M Reduce -5.5%
XOM Exxon Mobil Corp. 0.72% 11,646 $1.3M Add +24.7%
GS Goldman Sachs Group Inc. 0.71% 1,747 $1.2M Add +12.9%
XLE SS Energy Select Sector 0.69% 14,287 $1.2M Reduce -2.9%
NEE Nextera Energy Inc. 0.68% 17,158 $1.2M Add +97.9%
XLK SS Technology Select Sector 0.64% 4,408 $1.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.59% 3,483 $1.0M Reduce -1.3%
BINC iShares Flex I A ETF-Usd Inc. 0.58% 19,071 $1.0M Add +4.4%
IWF iShares Russell 1000 Growth 0.56% 2,322 $986K Reduce -5.8%
NEM Newmont Corp. 0.56% 16,850 $982K Add +0.0%
IBB iShares Biotechnology ETF 0.55% 7,670 $970K Reduce -3.5%
NOW ServiceNow Inc. 0.55% 934 $960K Reduce -1.1%
FHLC Fidelity MSCI Health Care 0.52% 14,357 $918K Reduce -8.7%
XLF SS Financial Select Sector 0.51% 17,135 $897K Add +0.2%
GOOG Alphabet Inc. Class C 0.49% 4,867 $863K Add +3.4%
L Loews Corp. 0.49% 9,292 $852K No change
MO Altria Group Inc. 0.46% 13,640 $800K Add +0.0%
QQQ Invesco QQQ Trust Series 1 0.44% 1,409 $777K Add +14.8%
MLM Martin Marietta Materials 0.44% 1,396 $766K No change
LLY Eli Lilly & Co. 0.44% 978 $763K Add +25.2%
IJT iShares S&P Small-Cap 600 GR 0.42% 5,515 $734K No change
MDLZ Mondelez International Inc. Class A 0.42% 10,795 $728K Reduce -1.8%
PLTR Palantir Technologies Inc. Class A 0.39% 4,946 $674K Add +24.3%
AVGO Broadcom Inc. 0.38% 2,430 $670K Add +26.0%
AXP American Express Co. 0.37% 2,029 $647K Add +0.9%
TSLA Tesla Inc. 0.37% 2,014 $640K Add +18.5%
VZ Verizon Communications Inc. 0.35% 14,123 $611K Add +0.7%
ETR Entergy Corp. 0.35% 7,304 $607K No change
GE General Electric filed as GE AEROSPACE 0.34% 2,336 $601K Reduce -13.2%
GM General Motors Co. 0.33% 11,791 $580K Reduce -0.6%
PEP Pepsico Inc. 0.33% 4,369 $577K No change
IJK iShares S&P Mid-Cap 400 Grow 0.33% 6,300 $573K No change
BA The Boeing Co. 0.32% 2,688 $563K Reduce -6.9%
MRK Merck & Co. Inc. 0.31% 6,957 $551K Reduce -0.7%
UBER Uber Technologies Inc. 0.30% 5,710 $533K No change
ENB Enbridge Inc. 0.30% 11,527 $522K No change
CVX Chevron Corp. 0.30% 3,635 $520K Add +3.0%
FDN First Trust DJ Internet Ind 0.29% 1,867 $503K Reduce -0.8%
ICE Intercontinental Exchange Inc. 0.29% 2,731 $501K No change
NFLX Netflix Inc. 0.28% 372 $498K No change
XLY SS Consumer Disc Select Sect 0.28% 2,223 $483K Reduce -8.3%
BLK BlackRock Inc. 0.27% 449 $471K No change
ROP Roper Technologies Inc. 0.23% 700 $397K No change
VDC Vanguard Consumer Staple ETF 0.23% 1,805 $395K No change
TGTX TG Therapeutics Inc. 0.22% 10,780 $388K No change
OKLO Oklo Inc. 0.22% 6,839 $383K New
VGT Vanguard Info Tech ETF 0.21% 557 $369K No change
FXH First Trust Health Care Alph 0.20% 3,423 $355K Reduce -0.5%
TMO Thermo Fisher Scientific Inc. 0.20% 861 $349K No change
GEV GE Vernova Inc. 0.19% 644 $341K New
COP Conocophillips 0.18% 3,451 $310K New
FCX Freeport-McMoran Inc. 0.18% 7,100 $308K No change
UTL Unitil Corp. 0.18% 5,876 $306K No change
SRE Sempra 0.17% 4,020 $305K No change
PANW Palo Alto Networks Inc. 0.17% 1,442 $295K No change
SHEL Shell PLC-ADR 0.17% 4,168 $293K No change
ISPY Proshares S&P High Incom ETF 0.17% 6,827 $290K Add +5.6%
GSK GSK PLC-Spon ADR 0.16% 7,504 $288K No change
OTIS Otis Worldwide Corp. 0.16% 2,910 $288K No change
GLD SPDR Gold Shares 0.16% 940 $287K Reduce -46.3%
NCLH Norwegian Cruise Line Holdin 0.16% 14,100 $286K Add +38.2%
HD Home Depot Inc. 0.16% 772 $283K No change
ZS Zscaler Inc. 0.16% 900 $283K New
VIG Vanguard Dividend Apprec ETF 0.16% 1,365 $279K No change
ET Energy Transfer LP 0.16% 15,373 $279K Reduce -32.7%
APD Air Products & Chemicals Inc. 0.16% 988 $279K Add +0.2%
BDX Becton Dickinson and Co. 0.16% 1,584 $273K No change
CRM Salesforce Inc. 0.15% 936 $255K No change
IWD iShares Russell 1000 Value E 0.15% 1,314 $255K Add +0.5%
MCD McDonald's Corp. 0.15% 870 $254K Add +0.6%
CARR Carrier Global Corp. 0.14% 3,450 $253K No change
C Citigroup Inc. 0.13% 2,698 $230K Reduce -11.8%
JMUB JPMorgan Municipal ETF 0.13% 4,578 $227K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 4,742 $224K Reduce -10.8%
VOO Vanguard S&P 500 ETF 0.12% 381 $216K New

Show all 110 holdings

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -3.1% 5.92% −1.66
PFE Pfizer Inc. Sold out 0.00% −0.27
ADBE Adobe Inc. Sold out 0.00% −0.23
XLE SS Energy Select Sector Reduce -2.9% 0.69% −0.21
FHLC Fidelity MSCI Health Care Reduce -8.7% 0.52% −0.18
GLD SPDR Gold Shares Reduce -46.3% 0.16% −0.17
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.16
FV First Trust DW Focus 5 Fund Sold out 0.00% −0.13
ET Energy Transfer LP Reduce -32.7% 0.16% −0.12
IBB iShares Biotechnology ETF Reduce -3.5% 0.55% −0.11
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.4% 2.49% −0.10
MRK Merck & Co. Inc. Reduce -0.7% 0.31% −0.10
DE Deere & Co. Reduce -5.5% 0.72% −0.09
MDLZ Mondelez International Inc. Class A Reduce -1.8% 0.42% −0.07
PM Philip Morris International Reduce -4.4% 0.96% −0.04
XLY SS Consumer Disc Select Sect Reduce -8.3% 0.28% −0.04
GM General Motors Co. Reduce -0.6% 0.33% −0.03
FXH First Trust Health Care Alph Reduce -0.5% 0.20% −0.03
IWF iShares Russell 1000 Growth Reduce -5.8% 0.56% −0.02
BAC Bank of America Corp. Reduce -10.8% 0.13% −0.02
C Citigroup Inc. Reduce -11.8% 0.13% −0.01
GE General Electric Reduce -13.2% 0.34% −0.01
BA The Boeing Co. Reduce -6.9% 0.32% −0.00
AMZN Amazon.com Inc. Reduce -0.6% 2.77% +0.00
IBM Intl Business Machines Corp. Reduce -1.3% 0.59% +0.01
FDN First Trust DJ Internet Ind Reduce -0.8% 0.29% +0.01
NOW ServiceNow Inc. Reduce -1.1% 0.55% +0.06
IVW iShares S&P 500 Growth ETF Reduce -1.3% 6.39% +0.14

Portfolio Buys Q1 2025 → Q2 2025
PEG Public Service Enterprise GP Add +266.5% 1.33% +0.92
IYW iShares Ustechnology ETF Add +0.8% 6.44% +0.51
JNJ Johnson & Johnson Add +106.5% 1.15% +0.46
NVDA Nvidia Corp. Add +7.9% 1.64% +0.45
MSFT Microsoft Corp. Add +0.8% 2.68% +0.38
NEE Nextera Energy Inc. Add +97.9% 0.68% +0.28
CRWD CrowdStrike Holdings Inc. Class A Add +2.4% 1.10% +0.25
META Meta Platforms Inc. Class A Add +2.1% 1.95% +0.24
OKLO Oklo Inc. New 0.22% +0.22
JPM JPMorgan Chase & Co. Add +6.5% 2.22% +0.20
GEV GE Vernova Inc. New 0.19% +0.19
COP Conocophillips New 0.18% +0.18
AVGO Broadcom Inc. Add +26.0% 0.38% +0.17
PLTR Palantir Technologies Inc. Class A Add +24.3% 0.39% +0.17
ZS Zscaler Inc. New 0.16% +0.16
GS Goldman Sachs Group Inc. Add +12.9% 0.71% +0.15
VOO Vanguard S&P 500 ETF New 0.12% +0.12
NVO Novo-Nordisk A/S-Spons ADR New 0.12% +0.12
COST Costco Wholesale Corp. New 0.12% +0.12
REGL Prshrs S&P Mid 400 DVD Arist New 0.12% +0.12
PYPL PayPal Holdings Inc. New 0.12% +0.12
TRV The Travelers Cos Inc. New 0.11% +0.11
PFD Flaherty & Crumrin Pre&inc F New 0.09% +0.09
TSLA Tesla Inc. Add +18.5% 0.37% +0.08
QQQ Invesco QQQ Trust Series 1 Add +14.8% 0.44% +0.07
IVV iShares Core S&P 500 ETF Add +9.7% 1.17% +0.06
IVE iShares S&P 500 Value ETF Add +12.3% 10.56% +0.05
NVTS Navitas Semiconductor Corp. Add +6.1% 0.06% +0.04
GOOGL Alphabet Inc. Class A Add +4.2% 1.16% +0.04
NCLH Norwegian Cruise Line Holdin Add +38.2% 0.16% +0.04
NEM Newmont Corp. Add +0.0% 0.56% +0.03
AXP American Express Co. Add +0.9% 0.37% +0.02
LLY Eli Lilly & Co. Add +25.2% 0.44% +0.01
GOOG Alphabet Inc. Class C Add +3.4% 0.49% +0.01
RTX RTX Corp. Add +4.9% 0.89% +0.01
GBDC Golub Capital BDC Inc. Add +15.7% 0.11% −0.00
XOM Exxon Mobil Corp. Add +24.7% 0.72% −0.01
ISPY Proshares S&P High Incom ETF Add +5.6% 0.17% −0.01
IWD iShares Russell 1000 Value E Add +0.5% 0.15% −0.02
ITOT iShares Core S&P Total U.S. Add +0.3% 0.74% −0.02
APD Air Products & Chemicals Inc. Add +0.2% 0.16% −0.03
MCD McDonald's Corp. Add +0.6% 0.15% −0.03
JAAA Janus Henderson Aaa Clo ETF Add +13.9% 8.15% −0.04
XLF SS Financial Select Sector Add +0.2% 0.51% −0.04
BINC iShares Flex I A ETF-Usd Inc. Add +4.4% 0.58% −0.05
VZ Verizon Communications Inc. Add +0.7% 0.35% −0.07
T AT&T Inc. Add +3.4% 0.88% −0.07
MO Altria Group Inc. Add +0.0% 0.46% −0.08
CVX Chevron Corp. Add +3.0% 0.30% −0.09
BRK.B Berkshire Hathaway Inc. Class B Add +1.9% 0.77% −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