Signature Wealth Management Partners

Signature Wealth Management Partners as of June 30, 2025

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 110 positions in its portfolio as reported in the June 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) 10.6 $19M 95k 195.42
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 8.1 $14M 281k 50.75
J P Morgan Exchange Traded F Equity Premium (JEPI) 7.7 $14M 238k 56.85
Ishares Tr U.s. Tech Etf (IYW) 6.4 $11M 65k 173.27
Ishares Tr S&p 500 Grwt Etf (IVW) 6.4 $11M 102k 110.10
Apple (AAPL) 5.9 $10M 51k 205.17
Ametek (AME) 3.5 $6.2M 34k 180.96
Amazon (AMZN) 2.8 $4.8M 22k 219.39
Microsoft Corporation (MSFT) 2.7 $4.7M 9.4k 497.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.4M 7.0k 617.86
JPMorgan Chase & Co. (JPM) 2.2 $3.9M 13k 289.92
Meta Platforms Cl A (META) 1.9 $3.4M 4.6k 738.18
NVIDIA Corporation (NVDA) 1.6 $2.9M 18k 157.99
Public Service Enterprise (PEG) 1.3 $2.3M 28k 84.18
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.1M 3.3k 620.94
Alphabet Cap Stk Cl A (GOOGL) 1.2 $2.0M 12k 176.23
Johnson & Johnson (JNJ) 1.1 $2.0M 13k 152.76
Bank of New York Mellon Corporation (BK) 1.1 $1.9M 21k 91.11
Crowdstrike Hldgs Cl A (CRWD) 1.1 $1.9M 3.8k 509.31
Dover Corporation (DOV) 1.0 $1.8M 9.8k 183.23
Philip Morris International (PM) 1.0 $1.7M 9.3k 182.13
Raytheon Technologies Corp (RTX) 0.9 $1.6M 11k 146.02
At&t (T) 0.9 $1.5M 53k 28.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.4M 2.8k 485.77
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.3M 9.6k 135.04
Deere & Company (DE) 0.7 $1.3M 2.5k 508.51
Exxon Mobil Corporation (XOM) 0.7 $1.3M 12k 107.80
Goldman Sachs (GS) 0.7 $1.2M 1.7k 707.77
Select Sector Spdr Tr Energy (XLE) 0.7 $1.2M 14k 84.81
Nextera Energy (NEE) 0.7 $1.2M 17k 69.42
Select Sector Spdr Tr Technology (XLK) 0.6 $1.1M 4.4k 253.23
International Business Machines (IBM) 0.6 $1.0M 3.5k 294.82
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $1.0M 19k 52.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $986k 2.3k 424.54
Newmont Mining Corporation (NEM) 0.6 $982k 17k 58.26
Ishares Tr Ishares Biotech (IBB) 0.6 $970k 7.7k 126.51
Servicenow (NOW) 0.5 $960k 934.00 1028.08
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.5 $918k 14k 63.95
Select Sector Spdr Tr Financial (XLF) 0.5 $897k 17k 52.37
Alphabet Cap Stk Cl C (GOOG) 0.5 $863k 4.9k 177.39
Loews Corporation (L) 0.5 $852k 9.3k 91.66
Altria (MO) 0.5 $800k 14k 58.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $777k 1.4k 551.55
Martin Marietta Materials (MLM) 0.4 $766k 1.4k 548.96
Eli Lilly & Co. (LLY) 0.4 $763k 978.00 779.85
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $734k 5.5k 133.04
Mondelez Intl Cl A (MDLZ) 0.4 $728k 11k 67.44
Palantir Technologies Cl A (PLTR) 0.4 $674k 4.9k 136.32
Broadcom (AVGO) 0.4 $670k 2.4k 275.61
American Express Company (AXP) 0.4 $647k 2.0k 318.98
Tesla Motors (TSLA) 0.4 $640k 2.0k 317.66
Verizon Communications (VZ) 0.3 $611k 14k 43.27
Entergy Corporation (ETR) 0.3 $607k 7.3k 83.12
Ge Aerospace Com New (GE) 0.3 $601k 2.3k 257.40
General Motors Company (GM) 0.3 $580k 12k 49.21
Pepsi (PEP) 0.3 $577k 4.4k 132.04
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $573k 6.3k 90.98
Boeing Company (BA) 0.3 $563k 2.7k 209.53
Merck & Co (MRK) 0.3 $551k 7.0k 79.16
Uber Technologies (UBER) 0.3 $533k 5.7k 93.30
Enbridge (ENB) 0.3 $522k 12k 45.32
Chevron Corporation (CVX) 0.3 $521k 3.6k 143.19
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $503k 1.9k 269.33
Intercontinental Exchange (ICE) 0.3 $501k 2.7k 183.47
Netflix (NFLX) 0.3 $498k 372.00 1339.13
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $483k 2.2k 217.33
Blackrock (BLK) 0.3 $471k 449.00 1049.25
Roper Industries (ROP) 0.2 $397k 700.00 566.84
Vanguard World Consum Stp Etf (VDC) 0.2 $395k 1.8k 219.00
Tg Therapeutics (TGTX) 0.2 $388k 11k 35.99
Oklo Com Cl A (OKLO) 0.2 $383k 6.8k 55.99
Vanguard World Inf Tech Etf (VGT) 0.2 $369k 557.00 663.28
First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $355k 3.4k 103.68
Thermo Fisher Scientific (TMO) 0.2 $349k 861.00 405.53
Ge Vernova (GEV) 0.2 $341k 644.00 529.15
ConocoPhillips (COP) 0.2 $310k 3.5k 89.74
Freeport-mcmoran CL B (FCX) 0.2 $308k 7.1k 43.35
Unitil Corporation (UTL) 0.2 $306k 5.9k 52.15
Sempra Energy (SRE) 0.2 $305k 4.0k 75.77
Palo Alto Networks (PANW) 0.2 $295k 1.4k 204.64
Shell Spon Ads (SHEL) 0.2 $294k 4.2k 70.41
Proshares Tr S&p 500 High Inc (ISPY) 0.2 $290k 6.8k 42.43
GSK Sponsored Adr (GSK) 0.2 $288k 7.5k 38.40
Otis Worldwide Corp (OTIS) 0.2 $288k 2.9k 99.02
Spdr Gold Tr Gold Shs (GLD) 0.2 $287k 940.00 304.83
Norwegian Cruise Line Hldg L SHS (NCLH) 0.2 $286k 14k 20.28
Home Depot (HD) 0.2 $283k 772.00 366.63
Zscaler Incorporated (ZS) 0.2 $283k 900.00 313.94
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $279k 1.4k 204.67
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $279k 15k 18.13
Air Products & Chemicals (APD) 0.2 $279k 988.00 282.02
Becton, Dickinson and (BDX) 0.2 $273k 1.6k 172.25
salesforce (CRM) 0.1 $255k 936.00 272.70
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $255k 1.3k 194.18
McDonald's Corporation (MCD) 0.1 $254k 870.00 292.17
Carrier Global Corporation (CARR) 0.1 $253k 3.5k 73.19
Citigroup Com New (C) 0.1 $230k 2.7k 85.12
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $227k 4.6k 49.64
Bank of America Corporation (BAC) 0.1 $224k 4.7k 47.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $216k 381.00 568.11
Phillips 66 (PSX) 0.1 $211k 1.8k 119.30
Novo-nordisk A S Adr (NVO) 0.1 $207k 3.0k 69.02
Costco Wholesale Corporation (COST) 0.1 $205k 207.00 991.90
Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $205k 2.5k 81.54
Paypal Holdings (PYPL) 0.1 $204k 2.7k 74.32
Travelers Companies (TRV) 0.1 $201k 750.00 267.54
Golub Capital BDC (GBDC) 0.1 $189k 13k 14.65
Flaherty & Crumrine Pref. Income (PFD) 0.1 $162k 14k 11.31
Navitas Semiconductor Corp-a (NVTS) 0.1 $113k 17k 6.55
Coty Com Cl A (COTY) 0.0 $70k 15k 4.65