Signature Wealth Management Partners

Signature Wealth Management Partners as of Dec. 31, 2022

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 102 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.9 $8.0M 62k 129.93
Ishares Tr S&p 500 Val Etf (IVE) 6.4 $6.5M 45k 145.07
Ishares Tr U.s. Tech Etf (IYW) 6.0 $6.1M 82k 74.49
Ametek (AME) 5.5 $5.6M 40k 139.72
Ishares Tr S&p 500 Grwt Etf (IVW) 5.0 $5.1M 87k 58.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.2 $3.2M 59k 54.49
JPMorgan Chase & Co. (JPM) 2.8 $2.9M 21k 134.10
Johnson & Johnson (JNJ) 2.6 $2.7M 15k 176.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $2.7M 7.0k 382.43
Microsoft Corporation (MSFT) 2.6 $2.6M 11k 239.82
Exxon Mobil Corporation (XOM) 2.4 $2.4M 22k 110.30
Amazon (AMZN) 1.9 $1.9M 23k 84.00
Public Service Enterprise (PEG) 1.7 $1.8M 29k 61.27
Ishares Tr Ishares Biotech (IBB) 1.6 $1.6M 12k 131.29
Becton, Dickinson and (BDX) 1.6 $1.6M 6.3k 254.30
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.5 $1.5M 23k 63.98
Dover Corporation (DOV) 1.4 $1.5M 11k 135.41
Deere & Company (DE) 1.4 $1.4M 3.3k 428.76
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.3M 3.3k 384.18
Merck & Co (MRK) 1.2 $1.3M 11k 110.95
Boeing Company (BA) 1.2 $1.2M 6.4k 190.49
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $1.2M 11k 108.07
Select Sector Spdr Tr Energy (XLE) 1.1 $1.1M 13k 87.47
Nextera Energy (NEE) 1.1 $1.1M 13k 83.60
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.0M 12k 88.23
Abbvie (ABBV) 1.0 $1.0M 6.4k 161.61
Chevron Corporation (CVX) 1.0 $1.0M 5.7k 179.49
Philip Morris International (PM) 1.0 $999k 9.9k 101.21
Columbia Etf Tr I Diversifid Fxd (DIAL) 1.0 $978k 57k 17.29
At&t (T) 1.0 $978k 53k 18.41
Bank of New York Mellon Corporation (BK) 1.0 $967k 21k 45.52
Raytheon Technologies Corp (RTX) 0.9 $902k 8.9k 100.92
Spdr Gold Tr Gold Shs (GLD) 0.9 $893k 5.3k 169.64
Verizon Communications (VZ) 0.9 $882k 22k 39.40
Pepsi (PEP) 0.9 $867k 4.8k 180.66
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $820k 6.3k 129.16
Lockheed Martin Corporation (LMT) 0.7 $735k 1.5k 486.49
Pfizer (PFE) 0.7 $695k 14k 51.24
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $686k 8.1k 84.80
Select Sector Spdr Tr Technology (XLK) 0.7 $683k 5.5k 124.44
General Electric Com New (GE) 0.7 $677k 8.1k 83.79
Martin Marietta Materials (MLM) 0.7 $675k 2.0k 337.97
Mondelez Intl Cl A (MDLZ) 0.7 $667k 10k 66.65
Select Sector Spdr Tr Financial (XLF) 0.6 $656k 19k 34.20
Walt Disney Company (DIS) 0.6 $651k 7.5k 86.88
Loews Corporation (L) 0.6 $646k 11k 58.33
Altria (MO) 0.6 $645k 14k 45.71
Meta Platforms Cl A (META) 0.6 $612k 5.1k 120.34
International Business Machines (IBM) 0.6 $594k 4.2k 140.89
Roper Industries (ROP) 0.5 $545k 1.3k 432.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $531k 2.5k 214.25
First Tr Exchange-traded Dj Internt Idx (FDN) 0.5 $530k 4.3k 123.15
Citigroup Com New (C) 0.5 $486k 11k 45.23
Delta Air Lines Inc Del Com New (DAL) 0.5 $484k 15k 32.86
Air Products & Chemicals (APD) 0.5 $477k 1.5k 308.17
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.5 $462k 9.9k 46.55
Transmedics Group (TMDX) 0.4 $444k 7.2k 61.72
Thermo Fisher Scientific (TMO) 0.4 $443k 804.00 551.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $430k 6.3k 68.30
Entergy Corporation (ETR) 0.4 $423k 3.8k 112.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $422k 1.4k 308.90
General Motors Company (GM) 0.4 $418k 12k 33.64
Goldman Sachs (GS) 0.4 $404k 1.2k 343.38
Intercontinental Exchange (ICE) 0.4 $400k 3.9k 102.59
Kraft Heinz (KHC) 0.4 $377k 9.3k 40.71
Alphabet Cap Stk Cl C (GOOG) 0.4 $371k 4.2k 88.73
Magellan Midstream Prtnrs Com Unit Rp Lp 0.3 $354k 7.1k 50.21
First Tr Exchange Traded Hlth Care Alph (FXH) 0.3 $352k 3.2k 108.73
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.3 $335k 6.8k 49.46
Gilead Sciences (GILD) 0.3 $332k 3.9k 85.85
McDonald's Corporation (MCD) 0.3 $331k 1.3k 263.53
CVS Caremark Corporation (CVS) 0.3 $318k 3.4k 93.19
Home Depot (HD) 0.3 $316k 999.00 315.78
Sempra Energy (SRE) 0.3 $315k 2.0k 154.54
Unitil Corporation (UTL) 0.3 $302k 5.9k 51.36
Lumen Technologies (LUMN) 0.3 $299k 57k 5.22
Wp Carey (WPC) 0.3 $285k 3.6k 78.15
American Express Company (AXP) 0.3 $280k 1.9k 147.75
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $267k 23k 11.87
GSK Sponsored Adr (GSK) 0.3 $264k 7.5k 35.14
Servicenow (NOW) 0.2 $252k 650.00 388.27
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $245k 2.6k 94.65
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $245k 8.0k 30.53
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $245k 4.9k 50.13
Shell Spon Ads (SHEL) 0.2 $243k 4.3k 56.95
Otis Worldwide Corp (OTIS) 0.2 $242k 3.1k 78.31
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $233k 3.2k 72.10
Uber Technologies (UBER) 0.2 $228k 9.2k 24.73
British Amern Tob Sponsored Adr (BTI) 0.2 $204k 5.1k 39.98
ConocoPhillips (COP) 0.2 $201k 1.7k 118.00
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.2 $175k 88k 1.99
Ford Motor Company (F) 0.2 $163k 14k 11.63
Flaherty & Crumrine Pref. Income (PFD) 0.2 $159k 14k 11.11
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $135k 12k 11.76
Coty Com Cl A (COTY) 0.1 $131k 15k 8.56
Etf Managers Tr Etfmg Altr Hrvst 0.1 $91k 21k 4.26
Lightning Emotors 0.1 $58k 158k 0.37
Adma Biologics (ADMA) 0.0 $40k 10k 3.88
Fuelcell Energy (FCEL) 0.0 $35k 13k 2.78
Biotricity 0.0 $15k 34k 0.45
Smiledirectclub Cl A Com (SDCCQ) 0.0 $6.8k 19k 0.35
Global X Fds Nasdaq 100 Cover Call Option (QYLD) 0.0 $3.2k 20k 0.16