Signature Wealth Management Partners

Signature Wealth Management Partners as of Dec. 31, 2024

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 102 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.1 $13M 53k 250.42
Ishares Tr S&p 500 Val Etf (IVE) 8.6 $13M 66k 190.88
J P Morgan Exchange Traded F Equity Premium (JEPI) 7.2 $11M 183k 57.53
Ishares Tr U.s. Tech Etf (IYW) 6.9 $10M 63k 159.52
Ishares Tr S&p 500 Grwt Etf (IVW) 6.8 $9.9M 98k 101.53
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 5.1 $7.4M 146k 50.71
Ametek (AME) 4.2 $6.1M 34k 180.26
Amazon (AMZN) 3.2 $4.7M 22k 219.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.8 $4.1M 7.1k 586.08
Microsoft Corporation (MSFT) 2.8 $4.0M 9.5k 421.50
JPMorgan Chase & Co. (JPM) 2.1 $3.1M 13k 239.71
Meta Platforms Cl A (META) 1.7 $2.5M 4.2k 585.56
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.1M 11k 189.30
Dover Corporation (DOV) 1.3 $1.9M 10k 187.60
Ishares Tr Core S&p500 Etf (IVV) 1.2 $1.7M 2.9k 588.74
NVIDIA Corporation (NVDA) 1.2 $1.7M 13k 134.29
Bank of New York Mellon Corporation (BK) 1.1 $1.6M 21k 76.83
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.0 $1.5M 22k 65.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.4M 3.0k 453.28
Philip Morris International (PM) 0.9 $1.3M 11k 120.35
At&t (T) 0.9 $1.3M 57k 22.77
Select Sector Spdr Tr Energy (XLE) 0.9 $1.3M 15k 85.66
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.2M 9.5k 128.62
Deere & Company (DE) 0.8 $1.2M 2.8k 423.72
Raytheon Technologies Corp (RTX) 0.8 $1.2M 10k 115.71
Ishares Tr Ishares Biotech (IBB) 0.7 $1.1M 7.9k 132.21
Crowdstrike Hldgs Cl A (CRWD) 0.7 $1.0M 3.0k 342.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $1.0M 2.6k 401.52
Johnson & Johnson (JNJ) 0.7 $1.0M 7.1k 144.62
Select Sector Spdr Tr Technology (XLK) 0.7 $1.0M 4.4k 232.52
Servicenow (NOW) 0.7 $948k 894.00 1060.12
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $936k 18k 52.02
Goldman Sachs (GS) 0.6 $886k 1.5k 572.63
Exxon Mobil Corporation (XOM) 0.6 $843k 7.8k 107.57
Select Sector Spdr Tr Financial (XLF) 0.6 $824k 17k 48.33
Alphabet Cap Stk Cl C (GOOG) 0.6 $817k 4.3k 190.44
Loews Corporation (L) 0.6 $810k 9.6k 84.69
International Business Machines (IBM) 0.5 $789k 3.6k 219.82
Altria (MO) 0.5 $750k 14k 52.29
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $747k 5.5k 135.37
Martin Marietta Materials (MLM) 0.5 $721k 1.4k 516.50
Merck & Co (MRK) 0.5 $713k 7.2k 99.49
Public Service Enterprise (PEG) 0.5 $691k 8.2k 84.49
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $686k 3.1k 224.35
Pepsi (PEP) 0.5 $664k 4.4k 152.06
Mondelez Intl Cl A (MDLZ) 0.5 $657k 11k 59.73
Verizon Communications (VZ) 0.4 $637k 16k 39.99
American Express Company (AXP) 0.4 $634k 2.1k 296.79
General Motors Company (GM) 0.4 $632k 12k 53.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $624k 1.2k 511.10
Nextera Energy (NEE) 0.4 $622k 8.7k 71.69
Becton, Dickinson and (BDX) 0.4 $613k 2.7k 226.87
Newmont Mining Corporation (NEM) 0.4 $591k 16k 37.22
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $573k 6.3k 90.93
Entergy Corporation (ETR) 0.4 $570k 7.5k 75.82
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.4 $528k 67k 7.92
Chevron Corporation (CVX) 0.4 $511k 3.5k 144.84
Enbridge (ENB) 0.3 $502k 12k 42.43
Boeing Company (BA) 0.3 $501k 2.8k 177.00
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $465k 1.9k 243.17
Ge Aerospace Com New (GE) 0.3 $461k 2.8k 166.78
Blackrock (BLK) 0.3 $460k 449.00 1025.11
Spdr Gold Tr Gold Shs (GLD) 0.3 $452k 1.9k 242.13
Thermo Fisher Scientific (TMO) 0.3 $448k 861.00 520.21
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $442k 23k 19.59
Intercontinental Exchange (ICE) 0.3 $438k 2.9k 149.01
Eli Lilly & Co. (LLY) 0.3 $395k 511.00 772.49
Vanguard World Consum Stp Etf (VDC) 0.3 $382k 1.8k 211.38
Roper Industries (ROP) 0.2 $364k 700.00 519.85
Air Products & Chemicals (APD) 0.2 $357k 1.2k 290.06
Sempra Energy (SRE) 0.2 $353k 4.0k 87.72
Vanguard World Inf Tech Etf (VGT) 0.2 $346k 557.00 621.80
salesforce (CRM) 0.2 $345k 1.0k 334.33
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $343k 3.0k 115.23
First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $338k 3.2k 104.13
Netflix (NFLX) 0.2 $332k 372.00 891.32
Tg Therapeutics (TGTX) 0.2 $325k 11k 30.10
Unitil Corporation (UTL) 0.2 $318k 5.9k 54.19
Adobe Systems Incorporated (ADBE) 0.2 $310k 697.00 444.68
Home Depot (HD) 0.2 $300k 771.00 389.14
Uber Technologies (UBER) 0.2 $299k 5.0k 60.32
Proshares Tr S&p 500 High Inc (ISPY) 0.2 $274k 6.2k 44.29
Freeport-mcmoran CL B (FCX) 0.2 $270k 7.1k 38.08
Otis Worldwide Corp (OTIS) 0.2 $270k 2.9k 92.61
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $267k 1.4k 195.83
Palo Alto Networks (PANW) 0.2 $262k 1.4k 181.96
Shell Spon Ads (SHEL) 0.2 $261k 4.2k 62.65
Paypal Holdings (PYPL) 0.2 $255k 3.0k 85.35
GSK Sponsored Adr (GSK) 0.2 $254k 7.5k 33.82
McDonald's Corporation (MCD) 0.2 $251k 865.00 289.89
Carrier Global Corporation (CARR) 0.2 $236k 3.5k 68.26
Bank of America Corporation (BAC) 0.2 $234k 5.3k 43.95
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $226k 1.2k 185.13
Citigroup Com New (C) 0.2 $225k 3.2k 70.39
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.2 $221k 3.7k 59.06
Ge Vernova (GEV) 0.1 $212k 644.00 328.93
Tesla Motors (TSLA) 0.1 $208k 516.00 403.84
Pfizer (PFE) 0.1 $205k 7.7k 26.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $202k 374.00 538.87
Phillips 66 (PSX) 0.1 $201k 1.8k 113.93
Coty Com Cl A (COTY) 0.1 $104k 15k 6.96
Navitas Semiconductor Corp-a (NVTS) 0.0 $51k 14k 3.57