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  Name: Signature Wealth Management Partners LLC
  City: MONTVALE
  State: NJ
  Zip: 07645
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,876,000
  Total Value Change : $8,658,000
  Securities Held Change : 6
   
All Securities Held : 101
  New Positions : 8
  Closed Positions : 4
  Increased Positions : 24
  Unchanged Positions : 24
  Decreased Positions : 45

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 14 New $0.00 $1,724,000 33,972 1.4% 1,724,000 33,972 0.038    N/A
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 67 New $205.83 $371,000 1,815 0.3% 371,000 1,815 0.005    Closed - End Fund - E...
   (DVN)1 Year Chart         DVN Devon Energy Corp 76 New $48.15 $319,000 6,350 0.26% 319,000 6,350 0.001    Independent Oil & Gas
   (NEM)1 Year Chart         NEM Newmont Mining Corp 84 New $41.98 $267,000 7,450 0.22% 267,000 7,450 0.001    Gold
   (TRV)1 Year Chart         TRV Travelers Companies Inc 89 New $213.33 $230,000 1,000 0.19% 230,000 1,000 0    Property & Casualty I...
   (NFLX)1 Year Chart         NFLX Netflix Inc 90 New $646.75 $226,000 372 0.18% 226,000 372 0    Music & Video Stores
   (FCX)1 Year Chart         FCX Freeport McMoRan Copper & G... 93 New $51.53 $216,000 4,600 0.18% 216,000 4,600 0    Copper
   (NXPI)1 Year Chart         NXPI NXP Semiconductors NV 94 New $277.17 $211,000 850 0.17% 211,000 850 0    Semiconductor- Broad...

      8 Records Found
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