Signature Wealth Management Partners

Signature Wealth Management Partners as of March 31, 2025

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 103 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 500 Val Etf (IVE) 10.5 $16M 84k 190.58
J P Morgan Exchange Traded F Equity Premium (JEPI) 8.4 $13M 223k 57.14
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 8.2 $13M 247k 50.71
Apple (AAPL) 7.6 $12M 52k 222.13
Ishares Tr S&p 500 Grwt Etf (IVW) 6.2 $9.5M 103k 92.83
Ishares Tr U.s. Tech Etf (IYW) 5.9 $9.1M 65k 140.44
Ametek (AME) 3.8 $5.9M 34k 172.14
Amazon (AMZN) 2.8 $4.2M 22k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $4.0M 7.1k 559.39
Microsoft Corporation (MSFT) 2.3 $3.5M 9.4k 375.40
JPMorgan Chase & Co. (JPM) 2.0 $3.1M 13k 245.30
Meta Platforms Cl A (META) 1.7 $2.6M 4.5k 576.42
NVIDIA Corporation (NVDA) 1.2 $1.8M 17k 108.38
Bank of New York Mellon Corporation (BK) 1.2 $1.8M 21k 83.87
Dover Corporation (DOV) 1.1 $1.7M 9.8k 175.68
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.7M 11k 154.64
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.7M 3.0k 561.85
Philip Morris International (PM) 1.0 $1.5M 9.7k 158.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $1.5M 2.7k 532.58
At&t (T) 0.9 $1.4M 51k 28.28
Select Sector Spdr Tr Energy (XLE) 0.9 $1.4M 15k 93.45
Raytheon Technologies Corp (RTX) 0.9 $1.3M 10k 132.46
Crowdstrike Hldgs Cl A (CRWD) 0.9 $1.3M 3.7k 352.58
Deere & Company (DE) 0.8 $1.2M 2.6k 469.37
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $1.2M 9.6k 122.01
Exxon Mobil Corporation (XOM) 0.7 $1.1M 9.3k 118.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.7 $1.1M 16k 68.32
Johnson & Johnson (JNJ) 0.7 $1.1M 6.4k 165.85
Ishares Tr Ishares Biotech (IBB) 0.7 $1.0M 7.9k 127.90
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $957k 18k 52.38
Select Sector Spdr Tr Technology (XLK) 0.6 $910k 4.4k 206.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $890k 2.5k 361.12
International Business Machines (IBM) 0.6 $878k 3.5k 248.67
Loews Corporation (L) 0.6 $854k 9.3k 91.91
Select Sector Spdr Tr Financial (XLF) 0.6 $852k 17k 49.81
Goldman Sachs (GS) 0.6 $845k 1.5k 546.31
Altria (MO) 0.5 $819k 14k 60.02
Newmont Mining Corporation (NEM) 0.5 $814k 17k 48.28
Servicenow (NOW) 0.5 $752k 944.00 796.14
Mondelez Intl Cl A (MDLZ) 0.5 $746k 11k 67.85
Alphabet Cap Stk Cl C (GOOG) 0.5 $736k 4.7k 156.23
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $687k 5.5k 124.50
Martin Marietta Materials (MLM) 0.4 $668k 1.4k 478.13
Pepsi (PEP) 0.4 $655k 4.4k 149.94
Eli Lilly & Co. (LLY) 0.4 $645k 781.00 826.29
Verizon Communications (VZ) 0.4 $636k 14k 45.36
Merck & Co (MRK) 0.4 $629k 7.0k 89.76
Entergy Corporation (ETR) 0.4 $624k 7.3k 85.49
Public Service Enterprise (PEG) 0.4 $621k 7.5k 82.30
Nextera Energy (NEE) 0.4 $615k 8.7k 70.89
Chevron Corporation (CVX) 0.4 $591k 3.5k 167.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $575k 1.2k 468.80
General Motors Company (GM) 0.4 $558k 12k 47.03
American Express Company (AXP) 0.4 $541k 2.0k 269.05
Ge Aerospace Com New (GE) 0.4 $539k 2.7k 200.12
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $525k 6.3k 83.28
Enbridge (ENB) 0.3 $511k 12k 44.31
Spdr Gold Tr Gold Shs (GLD) 0.3 $504k 1.8k 288.14
Boeing Company (BA) 0.3 $493k 2.9k 170.55
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $478k 2.4k 197.46
Intercontinental Exchange (ICE) 0.3 $471k 2.7k 172.50
Tesla Motors (TSLA) 0.3 $440k 1.7k 259.16
Thermo Fisher Scientific (TMO) 0.3 $429k 861.00 497.62
Tg Therapeutics (TGTX) 0.3 $425k 11k 39.43
Blackrock (BLK) 0.3 $425k 449.00 946.48
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $425k 23k 18.59
Pfizer (PFE) 0.3 $419k 17k 25.34
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $418k 1.9k 222.15
Uber Technologies (UBER) 0.3 $416k 5.7k 72.86
Roper Industries (ROP) 0.3 $413k 700.00 589.58
Vanguard World Consum Stp Etf (VDC) 0.3 $395k 1.8k 218.82
Becton, Dickinson and (BDX) 0.2 $363k 1.6k 229.06
First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $356k 3.4k 103.60
Adobe Systems Incorporated (ADBE) 0.2 $352k 917.00 383.53
Netflix (NFLX) 0.2 $347k 372.00 932.53
Unitil Corporation (UTL) 0.2 $339k 5.9k 57.69
Palantir Technologies Cl A (PLTR) 0.2 $336k 4.0k 84.40
Broadcom (AVGO) 0.2 $323k 1.9k 167.42
Shell Spon Ads (SHEL) 0.2 $305k 4.2k 73.28
Vanguard World Inf Tech Etf (VGT) 0.2 $302k 557.00 542.38
Otis Worldwide Corp (OTIS) 0.2 $300k 2.9k 103.20
Air Products & Chemicals (APD) 0.2 $291k 986.00 295.04
GSK Sponsored Adr (GSK) 0.2 $291k 7.5k 38.74
Sempra Energy (SRE) 0.2 $287k 4.0k 71.36
Home Depot (HD) 0.2 $283k 772.00 366.31
Proshares Tr S&p 500 High Inc (ISPY) 0.2 $272k 6.5k 42.09
McDonald's Corporation (MCD) 0.2 $270k 865.00 312.37
Freeport-mcmoran CL B (FCX) 0.2 $269k 7.1k 37.86
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $265k 1.4k 193.99
salesforce (CRM) 0.2 $251k 936.00 268.36
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $246k 1.3k 188.19
Palo Alto Networks (PANW) 0.2 $246k 1.4k 170.64
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $238k 2.3k 104.55
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $229k 4.6k 50.00
Bank of America Corporation (BAC) 0.1 $222k 5.3k 41.73
Carrier Global Corporation (CARR) 0.1 $219k 3.5k 63.40
Phillips 66 (PSX) 0.1 $218k 1.8k 123.48
Citigroup Com New (C) 0.1 $217k 3.1k 70.99
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $205k 3.7k 54.87
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $193k 10k 18.96
Golub Capital BDC (GBDC) 0.1 $169k 11k 15.14
Coty Com Cl A (COTY) 0.1 $82k 15k 5.47
Navitas Semiconductor Corp-a (NVTS) 0.0 $33k 16k 2.05