$108 Million is the total value of Signature Wealth Management Partners, LLC's 108 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $365,257 | – | 1,138 | +100.0% | 0.34% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $344,996 | – | 895 | +100.0% | 0.32% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $251,200 | – | 2,563 | +100.0% | 0.23% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $242,813 | – | 1,769 | +100.0% | 0.22% | – |
| BLK | New | BLACKROCK INC | $236,869 | – | 354 | +100.0% | 0.22% | – |
| New | GE HEALTHCARE TECHNOLOGIES I | $220,579 | – | 2,689 | +100.0% | 0.20% | – | |
| NVDA | New | NVIDIA CORPORATION | $219,364 | – | 790 | +100.0% | 0.20% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $215,025 | – | 4,700 | +100.0% | 0.20% | – |
| BAC | New | BANK AMERICA CORP | $204,547 | – | 7,152 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
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.