Signature Wealth Management Partners

Signature Wealth Management Partners as of Sept. 30, 2025

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 113 positions in its portfolio as reported in the September 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) 10.3 $20M 95k 206.51
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 7.9 $15M 296k 50.78
J P Morgan Exchange Traded F Equity Premium (JEPI) 7.4 $14M 248k 57.10
Apple (AAPL) 6.7 $13M 50k 254.63
Ishares Tr S&p 500 Grwt Etf (IVW) 6.6 $13M 104k 120.72
Ishares Tr U.s. Tech Etf (IYW) 6.4 $12M 62k 195.86
Ametek (AME) 3.4 $6.4M 34k 188.00
Microsoft Corporation (MSFT) 2.9 $5.5M 11k 517.93
Amazon (AMZN) 2.5 $4.9M 22k 219.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $4.7M 7.0k 666.19
JPMorgan Chase & Co. (JPM) 2.2 $4.3M 14k 315.43
Meta Platforms Cl A (META) 1.8 $3.4M 4.6k 734.48
NVIDIA Corporation (NVDA) 1.8 $3.4M 18k 186.58
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.8M 12k 243.10
Johnson & Johnson (JNJ) 1.3 $2.4M 13k 185.41
Bank of New York Mellon Corporation (BK) 1.2 $2.3M 21k 108.96
Public Service Enterprise (PEG) 1.2 $2.3M 28k 83.46
Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.2M 3.3k 669.20
Raytheon Technologies Corp (RTX) 0.9 $1.8M 11k 167.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.7M 3.4k 502.74
Crowdstrike Hldgs Cl A (CRWD) 0.8 $1.6M 3.3k 490.38
Dover Corporation (DOV) 0.8 $1.6M 9.3k 166.83
At&t (T) 0.8 $1.5M 53k 28.24
Philip Morris International (PM) 0.8 $1.4M 8.9k 162.20
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $1.4M 9.6k 145.64
Goldman Sachs (GS) 0.7 $1.4M 1.7k 796.38
Nextera Energy (NEE) 0.7 $1.3M 17k 75.49
Exxon Mobil Corporation (XOM) 0.7 $1.3M 11k 112.75
Select Sector Spdr Tr Technology (XLK) 0.7 $1.2M 4.4k 281.86
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $1.2M 22k 53.24
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.2M 4.9k 243.55
Newmont Mining Corporation (NEM) 0.6 $1.2M 14k 84.31
Select Sector Spdr Tr Energy (XLE) 0.6 $1.2M 13k 89.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.1M 2.4k 468.47
Ishares Tr Ishares Biotech (IBB) 0.6 $1.1M 7.5k 144.37
Deere & Company (DE) 0.6 $1.1M 2.4k 457.28
International Business Machines (IBM) 0.5 $983k 3.5k 282.14
Loews Corporation (L) 0.5 $913k 9.1k 100.39
Altria (MO) 0.5 $901k 14k 66.06
Tesla Motors (TSLA) 0.5 $892k 2.0k 444.72
Martin Marietta Materials (MLM) 0.5 $880k 1.4k 630.28
Palantir Technologies Cl A (PLTR) 0.5 $879k 4.8k 182.42
Select Sector Spdr Tr Financial (XLF) 0.5 $860k 16k 53.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $846k 1.4k 600.30
Servicenow (NOW) 0.4 $846k 919.00 920.28
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $844k 13k 66.87
Broadcom (AVGO) 0.4 $841k 2.5k 329.88
Eli Lilly & Co. (LLY) 0.4 $793k 1.0k 763.32
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $780k 5.5k 141.50
General Motors Company (GM) 0.4 $719k 12k 60.97
Ge Aerospace Com New (GE) 0.4 $696k 2.3k 300.84
Entergy Corporation (ETR) 0.4 $681k 7.3k 93.19
Verizon Communications (VZ) 0.4 $678k 15k 43.95
Mondelez Intl Cl A (MDLZ) 0.4 $674k 11k 62.47
American Express Company (AXP) 0.4 $674k 2.0k 332.16
Pepsi (PEP) 0.3 $612k 4.4k 140.44
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $604k 6.3k 95.89
Merck & Co (MRK) 0.3 $602k 7.2k 83.93
Chevron Corporation (CVX) 0.3 $581k 3.7k 155.28
Boeing Company (BA) 0.3 $573k 2.7k 215.83
Enbridge (ENB) 0.3 $567k 11k 50.46
Uber Technologies (UBER) 0.3 $559k 5.7k 97.97
Palo Alto Networks (PANW) 0.3 $538k 2.6k 203.62
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $533k 2.2k 239.64
Oklo Com Cl A (OKLO) 0.3 $526k 4.7k 111.63
Blackrock (BLK) 0.3 $524k 449.00 1165.87
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $523k 1.9k 279.84
Freeport-mcmoran CL B (FCX) 0.2 $477k 12k 39.22
Ge Vernova (GEV) 0.2 $463k 753.00 614.90
Intercontinental Exchange (ICE) 0.2 $460k 2.7k 168.48
Netflix (NFLX) 0.2 $446k 372.00 1198.92
Norwegian Cruise Line Hldg L SHS (NCLH) 0.2 $446k 18k 24.63
Thermo Fisher Scientific (TMO) 0.2 $418k 861.00 485.16
Vanguard World Inf Tech Etf (VGT) 0.2 $416k 557.00 746.63
Tg Therapeutics (TGTX) 0.2 $404k 11k 36.12
Home Depot (HD) 0.2 $392k 966.00 405.34
Vanguard World Consum Stp Etf (VDC) 0.2 $386k 1.8k 213.73
ConocoPhillips (COP) 0.2 $374k 4.0k 94.59
Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $372k 4.4k 85.34
Golub Capital BDC (GBDC) 0.2 $367k 27k 13.69
Sempra Energy (SRE) 0.2 $362k 4.0k 89.98
Rigetti Computing Common Stock (RGTI) 0.2 $357k 12k 29.79
Roper Industries (ROP) 0.2 $349k 700.00 498.69
Spdr Gold Tr Gold Shs (GLD) 0.2 $340k 955.00 355.47
GSK Sponsored Adr (GSK) 0.2 $324k 7.5k 43.16
First Tr Exchange Traded Hlth Care Alph (FXH) 0.2 $323k 2.9k 109.65
Proshares Tr S&p 500 High Inc (ISPY) 0.2 $310k 6.9k 45.11
Barrick Mng Corp Com Shs (B) 0.2 $302k 9.2k 32.77
Shell Spon Ads (SHEL) 0.2 $298k 4.2k 71.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $295k 1.4k 215.79
Unitil Corporation (UTL) 0.1 $281k 5.9k 47.86
Citigroup Com New (C) 0.1 $277k 2.7k 101.50
Zscaler Incorporated (ZS) 0.1 $270k 900.00 299.66
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $269k 1.3k 203.61
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $267k 16k 17.16
Otis Worldwide Corp (OTIS) 0.1 $266k 2.9k 91.43
Becton, Dickinson and (BDX) 0.1 $264k 1.4k 187.17
McDonald's Corporation (MCD) 0.1 $263k 865.00 303.89
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $254k 2.4k 104.53
Novo-nordisk A S Adr (NVO) 0.1 $243k 4.4k 55.49
Phillips 66 (PSX) 0.1 $240k 1.8k 136.02
Bank of America Corporation (BAC) 0.1 $234k 4.5k 51.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $233k 381.00 612.49
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $231k 4.6k 50.47
salesforce (CRM) 0.1 $222k 936.00 237.01
Travelers Companies (TRV) 0.1 $213k 763.00 279.20
Ishares Tr Rus 1000 Etf (IWB) 0.1 $208k 570.00 365.48
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $206k 3.3k 61.92
Carrier Global Corporation (CARR) 0.1 $206k 3.5k 59.70
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $205k 3.1k 65.00
Flaherty & Crumrine Pref. Income (PFD) 0.1 $173k 14k 12.02
Navitas Semiconductor Corp-a (NVTS) 0.1 $125k 17k 7.22
Coty Com Cl A (COTY) 0.0 $53k 13k 4.04