StockDriftsStockDriftsTop 50 Signature Wealth Management Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 10.25% | 96.8K | $20.4M | -0.21%(-204) | $157.74(+42.41%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 8.08% | 320.0K | $16.1M | +2.91%(+9.03K) | $50.72(-0.18%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 7.05% | 248.1K | $14.1M | +0.15%(+368) | $55.59(+0.62%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.83% | 53.7K | $13.6M | +8.03%(+3.99K) | $137.34(+117.62%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.71% | 118.3K | $13.4M | +5.67%(+6.35K) | $73.40(+87.00%) | 2026-03-31 | |
| IYW | ISHARES TR | 5.64% | 62.0K | $11.3M | +0.79%(+486) | $84.38(+185.22%) | 2026-03-31 | |
| AME | AMETEK INC | 3.65% | 34.0K | $7.3M | +0.00%(+0) | $111.06(+108.37%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.27% | 7.0K | $4.5M | -0.58%(-41) | $361.34(+105.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.26% | 21.7K | $4.5M | +0.69%(+148) | $157.31(+71.72%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.2% | 11.8K | $4.4M | +4.07%(+463) | $302.75(+33.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.20% | +52.90% |
| Top 20 Holdings Unweighted | +18.10% | +64.74% |
Sign up free to track Signature Wealth Management Partners, LLC, compare funds side by side, and get alerts the moment positions change.