$117 Million is the total value of Signature Wealth Management Partners, LLC's 113 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDC | Exit | SMILEDIRECTCLUB INC | $0 | – | -19,300 | -100.0% | -0.04% | – |
| SHCR | Exit | SHARECARE INC | $0 | – | -11,000 | -100.0% | -0.04% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -508 | -100.0% | -0.17% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -1,189 | -100.0% | -0.19% | – |
| IEX | Exit | IDEX CORP | $0 | – | -1,000 | -100.0% | -0.20% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -731 | -100.0% | -0.26% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -1,408 | -100.0% | -0.29% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -11,956 | -100.0% | -0.43% | – |
| KO | Exit | COCA COLA CO | $0 | – | -12,038 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-10
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.