Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 12 | Q3 2023 | 9.8% |
ISHARES TR | 12 | Q3 2023 | 8.0% |
ISHARES TR | 12 | Q3 2023 | 7.6% |
AMETEK INC | 12 | Q3 2023 | 5.7% |
ISHARES TR | 12 | Q3 2023 | 6.3% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.9% |
JPMORGAN CHASE & CO | 12 | Q3 2023 | 3.2% |
MICROSOFT CORP | 12 | Q3 2023 | 3.2% |
AMAZON COM INC | 12 | Q3 2023 | 2.9% |
JOHNSON & JOHNSON | 12 | Q3 2023 | 2.8% |
View Signature Wealth Management Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-24 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-06 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-22 |
13F-HR | 2022-05-10 |
13F-HR | 2022-01-19 |
View Signature Wealth Management Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.