$104 Million is the total value of Signature Wealth Management Partners, LLC's 103 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -3,302 | -100.0% | -0.39% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -14,844 | -100.0% | -0.56% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -142,400 | -100.0% | -7.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.