Universe · entity
Signature Wealth Management Partners, LLC
Institutional manager (13F) · CIK 1824694
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $173M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $20M | 96,818 |
| 2 | JANUS DETROIT STR TR | $16M | 319,953 |
| 3 | J P MORGAN EXCHANGE TRADED F | $14M | 248,062 |
| 4 | APPLE INC | $14M | 53,661 |
| 5 | ISHARES TR | $13M | 118,305 |
| 6 | ISHARES TR | $11M | 62,031 |
| 7 | AMETEK INC | $7M | 33,950 |
| 8 | STATE STR SPDR S&P 500 ETF T | $5M | 6,974 |
| 9 | AMAZON COM INC | $5M | 21,680 |
| 10 | MICROSOFT CORP | $4M | 11,833 |
| 11 | JPMORGAN CHASE & CO | $4M | 13,534 |
| 12 | ALPHABET INC | $4M | 13,622 |
| 13 | META PLATFORMS INC | $3M | 6,027 |
| 14 | NVIDIA CORPORATION | $3M | 18,160 |
| 15 | JOHNSON & JOHNSON | $3M | 12,531 |
| 16 | BANK NEW YORK MELLON CORP | $3M | 21,369 |
| 17 | ISHARES TR | $2M | 3,526 |
| 18 | EXXON MOBIL CORP | $2M | 10,860 |
| 19 | RTX CORPORATION | $2M | 9,536 |
| 20 | ALPHABET INC | $2M | 6,409 |
| 21 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,386 |
| 22 | NEXTERA ENERGY INC | $2M | 17,465 |
| 23 | SELECT SECTOR SPDR TR | $2M | 25,696 |
| 24 | PUBLIC SVC ENTERPRISE GROUP | $2M | 19,366 |
| 25 | AT&T INC | $2M | 51,949 |
| 26 | SPDR SERIES TRUST | $1M | 58,576 |
| 27 | NEWMONT CORP | $1M | 13,380 |
| 28 | PHILIP MORRIS INTL INC | $1M | 8,639 |
| 29 | ISHARES TR | $1M | 9,979 |
| 30 | DOVER CORP | $1M | 6,668 |
| 31 | BLACKROCK ETF TRUST II | $1M | 26,329 |
| 32 | CROWDSTRIKE HLDGS INC | $1M | 3,442 |
| 33 | GOLDMAN SACHS GROUP INC | $1M | 1,547 |
| 34 | ISHARES TR | $1M | 7,655 |
| 35 | DEERE & CO | $1M | 2,291 |
| 36 | BLACKROCK ETF TRUST | $1M | 21,357 |
| 37 | SELECT SECTOR SPDR TR | $1M | 8,816 |
| 38 | INTERNATIONAL BUSINESS MACHS | $983k | 4,055 |
| 39 | ELI LILLY & CO | $937k | 1,019 |
| 40 | ALTRIA GROUP INC | $900k | 13,644 |
| 41 | MERCK & CO INC | $864k | 7,179 |
| 42 | ISHARES TR | $856k | 2,008 |
| 43 | LOEWS CORP | $852k | 7,979 |
| 44 | BROADCOM INC | $835k | 2,699 |
| 45 | SELECT SECTOR SPDR TR | $834k | 16,893 |
| 46 | MARTIN MARIETTA MATLS INC | $822k | 1,396 |
| 47 | ENTERGY CORP NEW | $821k | 7,304 |
| 48 | INVESCO QQQ TR | $813k | 1,409 |
| 49 | CHEVRON CORPORATION | $774k | 3,741 |
| 50 | FIDELITY COVINGTON TRUST | $768k | 10,909 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.