SIGNATURE WEALTH MANAGEMENT PARTNERS LLC
Q2 2024 Form 13-F
MONTVALE, NEW JERSEY
CIK 0001824694
· CRD 298315
· SEC-registered investment adviser
$131.6M Reported Value Total
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC reports 903 total accounts under management (AUM). There are 903 discretionary accounts valued at $332,619,634, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-28
Reported value
$131.6M
Quarter over quarter
+3.6%
Holdings
104
Top-10 concentration
54.0%
Key People
Form ADV owners & control persons
Elizabeth Ann Emr
MANAGING MEMBER
Gregory Michael Emr
MANAGING MEMBER
Donna Emr
CHIEF COMPLIANCE OFFICER
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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | July 15, 2024 |
| Form | 13F-HR |
| Reported value | $131.6M |
| Positions | 104 |
| Change in reported value | +7.1% |
| New positions | 6 |
| Exited positions | 3 |
| Position turnover | 8.4% |
| Top-10 concentration | 54.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
124 | $234.3M |
|
Q2 2026 13F
Filed Jul 29, 2026
|
121 | $214.5M |
|
Q1 2026 13F
Filed Apr 21, 2026
|
116 | $199.4M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
120 | $202.2M |
|
Q3 2025 13F
Filed Oct 23, 2025
|
113 | $191.0M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
110 | $175.0M |
|
Q1 2025 13F
Filed May 8, 2025
|
103 | $152.7M |
|
Q4 2024 13F
Filed Jan 23, 2025
|
102 | $145.6M |
|
Q3 2024 13F
Filed Oct 25, 2024
|
104 | $138.1M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
104 | $131.6M |
|
Q1 2024 13F
Filed Apr 26, 2024
|
101 | $122.9M |
|
Q4 2023 13F
Filed Jan 19, 2024
|
95 | $114.2M |
|
Q3 2023 13F
Filed Oct 24, 2023
|
92 | $102.2M |
|
Q2 2023 13F
Filed Jul 24, 2023
|
98 | $107.9M |
|
Q1 2023 13F
Filed May 3, 2023
|
107 | $107.8M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
101 | $101.5M |
|
Q3 2022 13F
Filed Nov 1, 2022
|
100 | $90.8M |
|
Q2 2022 13F
Filed Jul 22, 2022
|
106 | $97.6M |
|
Q1 2022 13F
Filed May 10, 2022
|
113 | $117.4M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
110 | $118.0M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $11.1M | 8.47% |
| 2 | IVE ISHARES TR | $10.6M | 8.07% |
| 3 | IYW ISHARES TR | $9.5M | 7.25% |
| 4 | JEPI J P MORGAN EXCHANGE TRADED F | $9.3M | 7.07% |
| 5 | IVW ISHARES TR | $8.9M | 6.79% |
| 6 | AME AMETEK INC | $5.7M | 4.32% |
| 7 | AMZN AMAZON COM INC | $4.2M | 3.2% |
| 8 | MSFT MICROSOFT CORP | $4.1M | 3.14% |
| 9 | SPY SPDR S&P 500 ETF TR | $3.8M | 2.92% |
| 10 | JAAA JANUS DETROIT STR TR | $3.6M | 2.76% |
| 11 | JPM JPMORGAN CHASE & CO. | $2.8M | 2.11% |
| 12 | META META PLATFORMS INC | $2.2M | 1.66% |
| 13 | GOOGL ALPHABET INC | $2.0M | 1.55% |
| 14 | DOV DOVER CORP | $1.9M | 1.41% |
| 15 | FHLC FIDELITY COVINGTON TRUST | $1.7M | 1.33% |
| 16 | IVV ISHARES TR | $1.5M | 1.18% |
| 17 | IBB ISHARES TR | $1.5M | 1.15% |
| 18 | XOM EXXON MOBIL CORP | $1.5M | 1.11% |
| 19 | XLE SELECT SECTOR SPDR TR | $1.4M | 1.07% |
| 20 | T AT&T INC | $1.3M | 1.0% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.