Signature Wealth Management Partners

Signature Wealth Management Partners as of Dec. 31, 2021

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 110 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.8 $10M 59k 177.56
Ishares Tr U.s. Tech Etf (IYW) 8.0 $9.5M 83k 114.82
Ishares Tr S&p 500 Val Etf (IVE) 5.4 $6.3M 40k 156.63
Ametek (AME) 5.0 $5.9M 40k 147.04
Ishares Tr S&p 500 Grwt Etf (IVW) 4.0 $4.8M 57k 83.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $3.3M 7.0k 475.00
Microsoft Corporation (MSFT) 2.7 $3.2M 9.6k 336.33
Columbia Etf Tr I Diversifid Fxd (DIAL) 2.6 $3.1M 147k 21.31
JPMorgan Chase & Co. (JPM) 2.6 $3.1M 20k 158.35
Amazon (AMZN) 2.4 $2.9M 860.00 3334.88
Johnson & Johnson (JNJ) 2.2 $2.6M 15k 171.09
Dover Corporation (DOV) 1.7 $2.0M 11k 181.59
Ishares Tr Ishares Biotech (IBB) 1.7 $2.0M 13k 152.62
Public Service Enterprise (PEG) 1.6 $1.9M 29k 66.75
Ishares Tr S&P SML 600 GWT (IJT) 1.5 $1.7M 13k 138.80
Becton, Dickinson and (BDX) 1.5 $1.7M 6.8k 251.54
Ishares Tr Core S&p500 Etf (IVV) 1.4 $1.6M 3.4k 476.86
Alphabet Cap Stk Cl A (GOOGL) 1.3 $1.5M 525.00 2897.14
Exxon Mobil Corporation (XOM) 1.3 $1.5M 25k 61.20
Verizon Communications (VZ) 1.2 $1.5M 28k 51.97
First Tr Exchange-traded Dj Internt Idx (FDN) 1.2 $1.5M 6.4k 226.08
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.2 $1.4M 7.0k 204.45
Philip Morris International (PM) 1.2 $1.4M 15k 95.01
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.2 $1.4M 20k 68.68
Deere & Company (DE) 1.1 $1.3M 3.7k 342.79
Bank of New York Mellon Corporation (BK) 1.0 $1.2M 21k 58.06
Nextera Energy (NEE) 1.0 $1.2M 13k 93.36
Abbvie (ABBV) 1.0 $1.2M 8.7k 135.46
Merck & Co (MRK) 1.0 $1.2M 15k 76.65
At&t (T) 0.9 $1.1M 45k 24.61
Martin Marietta Materials (MLM) 0.8 $974k 2.2k 440.72
Pfizer (PFE) 0.8 $972k 17k 59.04
Select Sector Spdr Tr Technology (XLK) 0.8 $915k 5.3k 173.79
Raytheon Technologies Corp (RTX) 0.8 $908k 11k 86.07
Intel Corporation (INTC) 0.7 $857k 17k 51.48
Pepsi (PEP) 0.7 $845k 4.9k 173.65
Boeing Company (BA) 0.7 $826k 4.1k 201.27
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $818k 7.6k 106.96
Chevron Corporation (CVX) 0.7 $790k 6.7k 117.28
Roper Industries (ROP) 0.6 $738k 1.5k 492.00
Thermo Fisher Scientific (TMO) 0.6 $734k 1.1k 667.27
Coca-Cola Company (KO) 0.6 $713k 12k 59.23
Altria (MO) 0.6 $693k 15k 47.37
Lockheed Martin Corporation (LMT) 0.6 $681k 1.9k 355.24
Mondelez Intl Cl A (MDLZ) 0.6 $680k 10k 66.35
Spdr Gold Tr Gold Shs (GLD) 0.6 $664k 3.9k 171.00
Loews Corporation (L) 0.5 $641k 11k 57.77
Select Sector Spdr Tr Financial (XLF) 0.5 $640k 16k 39.02
Lumen Technologies (LUMN) 0.5 $629k 50k 12.55
Alphabet Cap Stk Cl C (GOOG) 0.5 $625k 216.00 2893.52
Intercontinental Exchange (ICE) 0.5 $615k 4.5k 136.67
Walt Disney Company (DIS) 0.5 $602k 3.9k 154.88
International Business Machines (IBM) 0.5 $563k 4.2k 133.60
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.5 $543k 11k 49.19
General Electric Com New (GE) 0.5 $541k 5.7k 94.42
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $537k 6.3k 85.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $528k 1.7k 305.91
Boston Scientific Corporation (BSX) 0.4 $508k 12k 42.49
American Express Company (AXP) 0.4 $474k 2.9k 163.67
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.4 $468k 9.3k 50.32
Lightning Emotors 0.4 $452k 75k 6.01
Entergy Corporation (ETR) 0.4 $424k 3.8k 112.77
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.4 $420k 88k 4.79
Glaxosmithkline Sponsored Adr 0.4 $414k 9.4k 44.13
Air Products & Chemicals (APD) 0.3 $409k 1.3k 304.54
First Tr Exchange Traded Hlth Care Alph (FXH) 0.3 $407k 3.3k 124.09
Servicenow (NOW) 0.3 $389k 600.00 648.33
Simon Property (SPG) 0.3 $374k 2.3k 159.76
Goldman Sachs (GS) 0.3 $373k 975.00 382.56
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.3 $372k 7.4k 50.41
McDonald's Corporation (MCD) 0.3 $371k 1.4k 268.06
CVS Caremark Corporation (CVS) 0.3 $365k 3.5k 103.02
Meta Platforms Cl A (META) 0.3 $364k 1.1k 336.10
Magellan Midstream Prtnrs Com Unit Rp Lp 0.3 $349k 7.5k 46.50
Biogen Idec (BIIB) 0.3 $338k 1.4k 240.06
NVIDIA Corporation (NVDA) 0.3 $331k 1.1k 293.96
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $327k 4.0k 80.96
Sempra Energy (SRE) 0.3 $325k 2.5k 132.11
Coty Com Cl A (COTY) 0.3 $324k 31k 10.50
Delta Air Lines Inc Del Com New (DAL) 0.3 $322k 8.2k 39.04
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $311k 7.9k 39.49
Dow (DOW) 0.3 $307k 5.4k 56.74
Home Depot (HD) 0.3 $304k 731.00 415.87
Kraft Heinz (KHC) 0.3 $302k 8.4k 35.85
Gilead Sciences (GILD) 0.3 $299k 4.1k 72.66
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $298k 2.6k 114.57
Ishares Tr Us Telecom Etf (IYZ) 0.2 $280k 8.5k 32.96
Otis Worldwide Corp (OTIS) 0.2 $275k 3.2k 86.97
Unitil Corporation (UTL) 0.2 $270k 5.9k 45.94
Exelon Corporation (EXC) 0.2 $267k 4.6k 57.73
Etf Managers Tr Etfmg Altr Hrvst 0.2 $257k 23k 11.08
Carrier Global Corporation (CARR) 0.2 $255k 4.7k 54.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $254k 850.00 298.82
Flaherty & Crumrine Pref. Income (PFD) 0.2 $251k 14k 17.49
First Tr Exchange-traded Nasdaq Transn (FTXR) 0.2 $245k 7.1k 34.53
IDEX Corporation (IEX) 0.2 $236k 1.0k 236.00
Cognizant Technology Solutio Cl A (CTSH) 0.2 $232k 2.6k 88.72
Tesla Motors (TSLA) 0.2 $227k 215.00 1055.81
Paypal Holdings (PYPL) 0.2 $224k 1.2k 188.39
Southern Company (SO) 0.2 $205k 3.0k 68.65
Medtronic SHS (MDT) 0.2 $203k 2.0k 103.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $202k 508.00 397.64
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $180k 22k 8.22
Canopy Gro 0.1 $130k 15k 8.71
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $128k 14k 9.34
Biotricity 0.1 $95k 24k 3.97
Fuelcell Energy (FCEL) 0.1 $60k 12k 5.22
Sharecare Com Cl A (SHCR) 0.0 $49k 11k 4.45
Smiledirectclub Cl A Com (SDCCQ) 0.0 $45k 19k 2.33
Adma Biologics (ADMA) 0.0 $15k 10k 1.44