Signature Wealth Management Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$146M
Signature - Title
Donna Emr - CCO
Location
Montvale, NJ
Summary
This page shows a list of all the recent 13F filings made by Signature Wealth Management Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Signature Wealth Management Partners, LLC reported 102 stock holdings with total value $146M as of Q4 2024. Top holdings included AAPL, IVE, JEPI, IYW, and IVW.
Holdings Value