Notify me when Signature Wealth Management Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 120 | $202,228,147 | +$12,292,282 | -$3,711,698 | +$8,580,584 | IVE, JAAA, JEPI, IVW, AAPL | 13F-HR | 02 Feb 2026, 10:33 |
| Q3 2025 | 113 | $191,033,262 | +$5,869,316 | -$2,894,966 | +$2,974,350 | IVE, JAAA, JEPI, AAPL, IVW | 13F-HR | 23 Oct 2025, 10:22 |
| Q2 2025 | 110 | $174,981,914 | +$12,958,272 | -$2,775,259 | +$10,183,013 | IVE, JAAA, JEPI, IYW, IVW | 13F-HR | 21 Jul 2025, 17:37 |
| Q1 2025 | 103 | $152,737,735 | +$15,379,654 | -$3,717,227 | +$11,662,427 | IVE, JEPI, JAAA, AAPL, IVW | 13F-HR | 08 May 2025, 15:48 |
| Q4 2024 | 102 | $145,589,480 | +$7,971,836 | -$2,767,748 | +$5,204,088 | AAPL, IVE, JEPI, IYW, IVW | 13F-HR | 22 Jan 2025, 18:16 |
| Q3 2024 | 104 | $138,117,860 | +$3,996,043 | -$4,331,384 | -$335,341 | AAPL, IVE, JEPI, IYW, IVW | 13F-HR | 24 Oct 2024, 17:41 |
| Q2 2024 | 104 | $131,551,592 | +$7,246,817 | -$1,940,756 | +$5,306,061 | AAPL, IVE, IYW, JEPI, IVW | 13F-HR | 15 Jul 2024, 15:31 |
| Q1 2024 | 101 | $122,872,357 | +$5,967,066 | -$6,464,036 | -$496,970 | IVE, JEPI, AAPL, IYW, IVW | 13F-HR | 26 Apr 2024, 12:43 |
| Q4 2023 | 95 | $114,218,241 | +$4,046,224 | -$3,138,452 | +$907,772 | AAPL, IVE, JEPI, IYW, IVW | 13F-HR | 19 Jan 2024, 16:58 |
| Q3 2023 | 92 | $102,241,288 | +$3,616,951 | -$4,217,582 | -$600,631 | AAPL, IVE, JEPI, IYW, IVW | 13F-HR | 23 Oct 2023, 21:03 |
| Q2 2023 | 98 | $107,905,639 | +$4,787,049 | -$13,500,325 | -$8,713,276 | AAPL, IVE, IYW, JEPI, IVW | 13F-HR | 24 Jul 2023, 15:32 |
| Q1 2023 | 107 | $107,771,449 | +$6,128,908 | -$6,582,893 | -$453,985 | AAPL, IYW, IVE, JEPI, AME | 13F-HR | 02 May 2023, 18:38 |
| Q4 2022 | 101 | $101,509,676 | +$5,259,799 | -$2,270,002 | +$2,989,797 | AAPL, IVE, IYW, AME, IVW | 13F-HR | 03 Feb 2023, 19:21 |
| Q3 2022 | 100 | $90,816,000 | +$4,774,662 | -$5,000,771 | -$226,109 | AAPL, IYW, IVE, AME, IVW | 13F-HR | 01 Nov 2022, 16:46 |
| Q2 2022 | 106 | $97,633,000 | +$4,244,907 | -$4,326,057 | -$81,150 | AAPL, IYW, IVE, AME, IVW | 13F-HR | 21 Jul 2022, 21:01 |
| Q1 2022 | 113 | $117,358,000 | +$9,549,786 | -$5,837,265 | +$3,712,521 | AAPL, IYW, IVE, AME, IVW | 13F-HR | 10 May 2022, 14:59 |
| Q4 2021 | 110 | $117,968,000 | +$3,684,054 | -$5,164,635 | -$1,480,581 | AAPL, IYW, IVE, AME, IVW | 13F-HR | 18 Jan 2022, 18:51 |
| Q3 2021 | 111 | $110,313,000 | +$4,210,192 | -$2,851,077 | +$1,359,115 | IYW, AAPL, IVE, AME, IVW | 13F-HR | 19 Oct 2021, 19:43 |
| Q2 2021 | 108 | $110,138,000 | +$4,772,934 | -$4,866,086 | -$93,152 | IYW, AAPL, IVE, AME, IVW | 13F-HR | 29 Jul 2021, 16:08 |
| Q1 2021 | 103 | $104,257,000 | +$12,985,449 | -$13,108,196 | -$122,747 | IYW, AAPL, IVE, AME, DIAL | 13F-HR | 14 May 2021, 10:36 |
| Q4 2020 | 93 | $100,036,000 | $0 | $0 | $0 | IGSB, AAPL, IYW, IVE, AME | 13F-HR | 16 Feb 2021, 16:57 |