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Home > Institutional Investor > Signature Wealth Management Partners, Llc > Profile

Instuitional Investor - Signature Wealth Management Partners, Llc

Fund Profile
Filing Period:
Fund Name: Signature Wealth Management Partners, Llc
Portfolio Value $145,589,480
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,953 $13,260,589 9.1%
2.
Ishares Trust
 IEF 65,480 $12,498,742 8.58%
3.
J P Morgan Exchange Traded F
 182,461 $10,496,967 7.2%
4.
Ishares Trust
 IEF 62,825 $10,021,848 6.88%
5.
Ishares Trust
 IEF 97,538 $9,903,037 6.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)