Signature Wealth Management Partners as of Dec. 31, 2025
Portfolio Holdings for Signature Wealth Management Partners
Signature Wealth Management Partners holds 120 positions in its portfolio as reported in the December 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) | 10.2 | $21M | 97k | 212.07 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 7.8 | $16M | 311k | 50.58 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 7.0 | $14M | 248k | 57.24 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 6.8 | $14M | 112k | 123.26 | |
| Apple (AAPL) | 6.7 | $14M | 50k | 271.87 | |
| Ishares Tr U.s. Tech Etf (IYW) | 6.1 | $12M | 62k | 199.68 | |
| Ametek (AME) | 3.4 | $7.0M | 34k | 205.31 | |
| Microsoft Corporation (MSFT) | 2.7 | $5.5M | 11k | 483.61 | |
| Amazon (AMZN) | 2.5 | $5.0M | 22k | 230.82 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $4.8M | 7.0k | 681.94 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $4.4M | 14k | 322.22 | |
| Meta Platforms Cl A (META) | 2.1 | $4.2M | 6.4k | 660.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $3.6M | 12k | 313.01 | |
| NVIDIA Corporation (NVDA) | 1.7 | $3.4M | 18k | 186.50 | |
| Johnson & Johnson (JNJ) | 1.3 | $2.6M | 13k | 206.94 | |
| Bank of New York Mellon Corporation (BK) | 1.2 | $2.5M | 21k | 116.09 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.3M | 3.3k | 684.87 | |
| Raytheon Technologies Corp (RTX) | 0.9 | $1.9M | 10k | 183.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $1.7M | 3.4k | 502.65 | |
| Public Service Enterprise (PEG) | 0.8 | $1.5M | 19k | 80.30 | |
| Goldman Sachs (GS) | 0.8 | $1.5M | 1.7k | 879.04 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.5M | 3.3k | 468.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.5M | 4.8k | 313.80 | |
| Spdr Series Trust State Street Spd (HYMB) | 0.7 | $1.5M | 59k | 24.94 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.4M | 9.7k | 148.70 | |
| Philip Morris International (PM) | 0.7 | $1.4M | 8.9k | 160.40 | |
| Nextera Energy (NEE) | 0.7 | $1.4M | 17k | 80.28 | |
| Newmont Mining Corporation (NEM) | 0.7 | $1.4M | 14k | 99.85 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.3M | 11k | 120.34 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $1.3M | 26k | 52.77 | |
| Dover Corporation (DOV) | 0.6 | $1.3M | 6.7k | 195.24 | |
| At&t (T) | 0.6 | $1.3M | 52k | 24.84 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $1.3M | 8.8k | 143.97 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.3M | 7.5k | 168.77 | |
| International Business Machines (IBM) | 0.6 | $1.2M | 4.0k | 296.20 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.6 | $1.2M | 26k | 44.71 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | 1.0k | 1075.17 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.1M | 2.4k | 473.29 | |
| Deere & Company (DE) | 0.5 | $1.1M | 2.3k | 465.59 | |
| General Motors Company (GM) | 0.5 | $943k | 12k | 81.32 | |
| Tesla Motors (TSLA) | 0.5 | $922k | 2.1k | 449.72 | |
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.4 | $909k | 15k | 60.81 | |
| Broadcom (AVGO) | 0.4 | $886k | 2.6k | 346.04 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.4 | $877k | 16k | 54.77 | |
| Loews Corporation (L) | 0.4 | $870k | 8.3k | 105.31 | |
| Martin Marietta Materials (MLM) | 0.4 | $869k | 1.4k | 622.66 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $869k | 4.9k | 177.75 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $866k | 1.4k | 614.29 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $796k | 11k | 74.28 | |
| Altria (MO) | 0.4 | $787k | 14k | 57.66 | |
| Merck & Co (MRK) | 0.4 | $756k | 7.2k | 105.25 | |
| American Express Company (AXP) | 0.4 | $751k | 2.0k | 369.95 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $739k | 5.2k | 141.16 | |
| Ge Aerospace Com New (GE) | 0.4 | $713k | 2.3k | 308.03 | |
| Servicenow (NOW) | 0.3 | $704k | 4.6k | 153.19 | |
| Entergy Corporation (ETR) | 0.3 | $675k | 7.3k | 92.43 | |
| Oracle Corporation (ORCL) | 0.3 | $667k | 3.4k | 194.92 | |
| Pepsi (PEP) | 0.3 | $626k | 4.4k | 143.52 | |
| Freeport-mcmoran CL B (FCX) | 0.3 | $624k | 12k | 50.79 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $610k | 6.3k | 96.88 | |
| Chevron Corporation (CVX) | 0.3 | $586k | 3.8k | 152.41 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $580k | 11k | 53.83 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $570k | 6.8k | 84.22 | |
| Golub Capital BDC (GBDC) | 0.3 | $557k | 41k | 13.57 | |
| Boeing Company (BA) | 0.3 | $547k | 2.5k | 217.12 | |
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.3 | $541k | 24k | 22.32 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.3 | $531k | 4.4k | 119.41 | |
| Enbridge (ENB) | 0.3 | $531k | 11k | 47.83 | |
| Ge Vernova (GEV) | 0.3 | $512k | 783.00 | 653.61 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $503k | 1.9k | 269.18 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $499k | 861.00 | 579.67 | |
| Palo Alto Networks (PANW) | 0.2 | $487k | 2.6k | 184.20 | |
| Blackrock (BLK) | 0.2 | $476k | 445.00 | 1070.34 | |
| Uber Technologies (UBER) | 0.2 | $467k | 5.7k | 81.71 | |
| Netflix (NFLX) | 0.2 | $466k | 5.0k | 93.76 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $465k | 617.00 | 753.78 | |
| Verizon Communications (VZ) | 0.2 | $439k | 11k | 40.73 | |
| Intercontinental Exchange (ICE) | 0.2 | $438k | 2.7k | 161.96 | |
| Barrick Mng Corp Com Shs (B) | 0.2 | $401k | 9.2k | 43.55 | |
| Coreweave Com Cl A (CRWV) | 0.2 | $393k | 5.5k | 71.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $379k | 955.00 | 396.31 | |
| GSK Sponsored Adr (GSK) | 0.2 | $368k | 7.5k | 49.04 | |
| Sempra Energy (SRE) | 0.2 | $355k | 4.0k | 88.29 | |
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $336k | 1.6k | 211.24 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.2 | $335k | 2.9k | 113.81 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $327k | 6.4k | 50.88 | |
| Tg Therapeutics (TGTX) | 0.2 | $321k | 11k | 29.81 | |
| Citigroup Com New (C) | 0.2 | $318k | 2.7k | 116.69 | |
| Proshares Tr S&p 500 High Inc (ISPY) | 0.2 | $316k | 6.9k | 45.63 | |
| Roper Industries (ROP) | 0.2 | $312k | 700.00 | 445.13 | |
| Shell Spon Ads (SHEL) | 0.2 | $306k | 4.2k | 73.48 | |
| Oklo Com Cl A (OKLO) | 0.1 | $302k | 4.2k | 71.76 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $300k | 1.4k | 219.78 | |
| Unitil Corporation (UTL) | 0.1 | $285k | 5.9k | 48.44 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $279k | 1.3k | 210.36 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $273k | 12k | 22.15 | |
| McDonald's Corporation (MCD) | 0.1 | $264k | 865.00 | 305.63 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.1 | $259k | 2.4k | 106.72 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $254k | 2.9k | 87.35 | |
| Bank of America Corporation (BAC) | 0.1 | $250k | 4.5k | 55.00 | |
| salesforce (CRM) | 0.1 | $248k | 936.00 | 264.93 | |
| Blue Owl Capital Com Cl A (OWL) | 0.1 | $248k | 17k | 14.94 | |
| Home Depot (HD) | 0.1 | $247k | 717.00 | 343.95 | |
| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.1 | $246k | 8.0k | 30.91 | |
| Becton, Dickinson and (BDX) | 0.1 | $242k | 1.2k | 194.07 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $239k | 381.00 | 627.30 | |
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $231k | 4.6k | 50.50 | |
| ConocoPhillips (COP) | 0.1 | $229k | 2.5k | 93.61 | |
| Phillips 66 (PSX) | 0.1 | $228k | 1.8k | 129.04 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $223k | 4.3k | 52.44 | |
| Travelers Companies (TRV) | 0.1 | $221k | 763.00 | 290.03 | |
| Advanced Micro Devices (AMD) | 0.1 | $215k | 1.0k | 214.16 | |
| Wal-Mart Stores (WMT) | 0.1 | $213k | 1.9k | 111.43 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $213k | 570.00 | 373.44 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $206k | 3.5k | 58.13 | |
| Zscaler Incorporated (ZS) | 0.1 | $202k | 900.00 | 224.92 | |
| Constellation Energy (CEG) | 0.1 | $201k | 570.00 | 353.27 | |
| Flaherty & Crumrine Pref. Income (PFD) | 0.1 | $170k | 14k | 11.87 | |
| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $124k | 17k | 7.14 | |
| Coty Com Cl A (COTY) | 0.0 | $40k | 13k | 3.08 |
