Signature Wealth Management Partners, LLC

CIK

1824694

City

MONTVALE

State / Country

NJ

Stock

PFD — Flaherty & Crumrine Preferred & Income Fund Inc

Top Portfolio Positions

83 positions · $100,138,382 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	53,661	$13,618,625	13.60%
AME	Ametek Inc/ Industrials	33,950	$7,277,522	7.27%
SPY	Spdr S&P 500 ETF Trust	6,974	$4,535,471	4.53%
AMZN	Amazon Com Inc Consumer Cyclical	21,680	$4,515,293	4.51%
MSFT	Microsoft Corp Technology	11,833	$4,380,221	4.37%
JPM	Jpmorgan Chase & Co Financial Services	13,534	$3,981,161	3.98%
GOOGL	Alphabet Inc. Communication Services	13,622	$3,917,142	3.91%
META	Meta Platforms, Inc. Communication Services	6,027	$3,448,227	3.44%
NVDA	Nvidia Corp Technology	18,160	$3,167,104	3.16%
JNJ	Johnson & Johnson Healthcare	12,531	$3,063,077	3.06%

Portfolio Trend

22 quarters · across all stocks

Holdings in PFD

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$160,444	14,351	0.0%	Shares	Sole	2026-04-21
2025-12-31	$170,346	14,351	0.0%	Shares	Sole	2026-02-02
2025-09-30	$172,499	14,351	0.0%	Shares	Sole	2025-10-23
2025-06-30	$162,309	14,351	0.0%	Shares	Sole	2025-07-22
2023-03-31	$152,264	14,351	0.0%	Shares	Sole	2023-05-03
2022-12-31	$159,439	14,351	0.0%	Shares	Sole	2023-02-06
2022-09-30	$152,264	14,351	0.0%	Shares	Sole	2022-11-01
2022-06-30	$180,105	14,351	0.0%	Shares	Sole	2022-07-22
2022-03-31	$198,904	14,351	0.0%	Shares	Sole	2022-05-10
2021-12-31	$251,142	14,351	0.0%	Shares	Sole	2022-01-19
2021-09-30	$226,171	14,351	0.0%	Shares	Sole	2021-10-20
2021-06-30	$239,661	14,351	0.0%	Shares	Sole	2021-07-29
2021-03-31	$254,299	14,351	—	Shares	Sole	2021-05-14
No 13F history on record for this holder in this stock.