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Home > Institutional Investor > Signature Wealth Management Partners, Llc > 13F Holdings

Instuitional Investor - Signature Wealth Management Partners, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 94,583 $18,483,416 10.56%
2.
Janus Detroit Str Tr
 280,850 $14,253,115 8.15%
3.
J P Morgan Exchange Traded F
 237,623 $13,508,876 7.72%
4.
Ishares Trust
 IEF 65,048 $11,270,800 6.44%
5.
Ishares Trust
 IEF 101,483 $11,173,306 6.39%
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)