Signature Wealth Management Partners, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $138 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.4M, Ishares S&P 500 Value ETF with a value of $11.9M, J P Morgan Exchange Traded Fd with a value of $10.2M, Ishares Dj Us Tech ETF with a value of $9.55M, and Ishares S&P 500 Growth ETF with a value of $9.14M.
Examining the 13F form we can see an increase of $6.3M in the current position value, from $131M to 138M.
Below you can find more details about Signature Wealth Management Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$138 Million
ETFs: $65.4 Million
Technology: $21.9 Million
Industrials: $12.2 Million
Financial Services: $8.87 Million
Communication Services: $7.27 Million
Consumer Cyclical: $5.31 Million
Healthcare: $5.02 Million
Consumer Defensive: $3.33 Million
Other: $8.16 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
