Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2024) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $138.12 million in total holdings as of September 30, 2024.Signature Wealth Management Partners, LLC owns shares of 104 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 2.89% of the portfolio was purchased this quarter.About 3.14% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 104 new stocks and bought additional shares in 18 stocks.Signature Wealth Management Partners, LLC sold shares of 37 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $12,355,500iShares S&P 500 Value ETF $11,919,962JPMorgan Equity Premium Income ETF $10,174,678iShares U.S. Technology ETF $9,550,316iShares S&P 500 Growth ETF $9,142,911 Largest New Holdings this Quarter PayPal $232,842 HoldingKenvue $214,322 HoldingCommunication Services Select Sector SPDR Fund $206,293 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 30,594 shares (about $1.56M)iShares S&P 500 Value ETF 2,095 shares (about $413.07K)JPMorgan Equity Premium Income ETF 6,866 shares (about $408.60K)CrowdStrike 1,339 shares (about $375.55K)NVIDIA 2,190 shares (about $265.96K) Largest Sales this Quarter Exxon Mobil 6,000 shares (about $703.32K)iShares Biotechnology ETF 3,024 shares (about $440.29K)Chevron 2,120 shares (about $312.21K)AT&T 11,811 shares (about $259.84K)JPMorgan Chase & Co. 983 shares (about $207.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignature Wealth Management Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$12,355,500$35,882 ▲0.3%53,0288.9%Computer and TechnologyIVEiShares S&P 500 Value ETF$11,919,962$413,073 ▲3.6%60,4558.6%ETFJEPIJPMorgan Equity Premium Income ETF$10,174,678$408,596 ▲4.2%170,9747.4%ETFIYWiShares U.S. Technology ETF$9,550,316$62,771 ▼-0.7%62,9886.9%ManufacturingIVWiShares S&P 500 Growth ETF$9,142,911$104,559 ▼-1.1%95,4876.6%ETFAMEAMETEK$5,847,5840.0%34,0554.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$5,182,280$1,556,623 ▲42.9%101,8533.8%ETFMSFTMicrosoft$4,085,660$112,307 ▲2.8%9,4953.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,049,024$5,738 ▲0.1%7,0572.9%FinanceAMZNAmazon.com$4,036,839$22,546 ▼-0.6%21,6652.9%Retail/WholesaleJPMJPMorgan Chase & Co.$2,692,529$207,264 ▼-7.1%12,7701.9%FinanceMETAMeta Platforms$2,423,251$62,971 ▼-2.5%4,2331.8%Computer and TechnologyDOVDover$1,968,5950.0%10,2671.4%Industrial ProductsGOOGLAlphabet$1,830,321$21,726 ▼-1.2%11,0361.3%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$1,679,815$171,811 ▼-9.3%23,0741.2%ETFIVViShares Core S&P 500 ETF$1,617,102$13,269 ▼-0.8%2,8031.2%ETFBKBank of New York Mellon$1,526,0910.0%21,2371.1%FinanceNVDANVIDIA$1,472,860$265,960 ▲22.0%12,1281.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,408,856$57,533 ▼-3.9%3,0611.0%FinanceRTXRTX$1,311,099$110,258 ▼-7.8%10,8210.9%AerospaceXLEEnergy Select Sector SPDR Fund$1,307,957$52,065 ▼-3.8%14,8970.9%ETFTAT&T$1,249,467$259,842 ▼-17.2%56,7940.9%Computer and TechnologyDEDeere & Company$1,184,431$64,271 ▼-5.1%2,8380.9%Industrial ProductsIBBiShares Biotechnology ETF$1,168,003$440,294 ▼-27.4%8,0220.8%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$1,166,206$24,746 ▼-2.1%9,2840.8%ETFJNJJohnson & Johnson$1,146,825$1,458 ▼-0.1%7,0770.8%MedicalPMPhilip Morris International$1,015,390$141,917 ▼-12.3%8,3640.7%Consumer StaplesXLKTechnology Select Sector SPDR Fund$982,7330.0%4,3530.7%ETFIWFiShares Russell 1000 Growth ETF$955,332$3,754 ▲0.4%2,5450.7%ETFCRWDCrowdStrike$876,469$375,549 ▲75.0%3,1250.6%Computer and TechnologyMRKMerck & Co., Inc.$816,829$114 ▲0.0%7,1930.6%MedicalNOWServiceNow$799,5850.0%8940.6%Computer and TechnologyPEPPepsiCo$793,9630.0%4,6690.6%Consumer StaplesIBMInternational Business Machines$792,877$221 ▲0.0%3,5860.6%Computer and TechnologyGOOGAlphabet$792,146$35,611 ▼-4.3%4,7380.6%Computer and TechnologyXOMExxon Mobil$789,946$703,320 ▼-47.1%6,7390.6%Oils/EnergyIJTiShares S&P Small-Cap 600 Growth ETF$772,3560.0%5,5370.6%ETFXLFFinancial Select Sector SPDR Fund$770,478$166,504 ▼-17.8%17,0010.6%ETFGSThe Goldman Sachs Group$765,9470.0%1,5470.6%FinanceLLoews$760,4610.0%9,6200.6%FinanceMLMMartin Marietta Materials$751,3970.0%1,3960.5%ConstructionNEMNewmont$742,260$36,079 ▼-4.6%13,8870.5%Basic MaterialsNEENextEra Energy$732,875$21,809 ▼-2.9%8,6700.5%UtilitiesPEGPublic Service Enterprise Group$729,203$55,310 ▼-7.1%8,1740.5%UtilitiesMDLZMondelez International$717,767$7,367 ▼-1.0%9,7430.5%Consumer StaplesVZVerizon Communications$712,197$20,524 ▼-2.8%15,8580.5%Computer and TechnologyBDXBecton, Dickinson and Company$690,269$14,466 ▼-2.1%2,8630.5%MedicalMOAltria Group$662,004$50,684 ▼-7.1%12,9700.5%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$658,6160.0%3,2870.5%FinanceQQQInvesco QQQ$595,220$488 ▲0.1%1,2200.4%FinanceAXPAmerican Express$588,7750.0%2,1710.4%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$579,1590.0%6,3000.4%ETFAMRXAmneal Pharmaceuticals$554,6610.0%66,6660.4%MedicalTMOThermo Fisher Scientific$532,5310.0%8610.4%MedicalGMGeneral Motors$532,0400.0%11,8650.4%Auto/Tires/TrucksGEGeneral Electric$520,654$6,977 ▲1.4%2,7610.4%TransportationCVXChevron$519,863$312,212 ▼-37.5%3,5300.4%Oils/EnergyETREntergy$494,8540.0%3,7600.4%UtilitiesENBEnbridge$480,2940.0%11,8270.3%Oils/EnergyICEIntercontinental Exchange$472,1210.0%2,9390.3%FinanceGLDSPDR Gold Shares$453,307$5,104 ▲1.1%1,8650.3%FinanceDOWDOW$430,8120.0%7,8860.3%Basic MaterialsBABoeing$430,425$41,051 ▲10.5%2,8310.3%AerospaceFDNFirst Trust Dow Jones Internet Index Fund$429,803$42,578 ▼-9.0%2,0290.3%ETFVDCVanguard Consumer Staples ETF$394,3560.0%1,8050.3%ETFROPRoper Technologies$389,5080.0%7000.3%Computer and TechnologyUBERUber Technologies$372,7940.0%4,9600.3%Computer and TechnologyAPDAir Products and Chemicals$365,855$88,710 ▼-19.5%1,2290.3%Basic MaterialsFXHFirst Trust Health Care AlphaDEX Fund$365,0920.0%3,2640.3%ETFLLYEli Lilly and Company$364,379$109,048 ▲42.7%4110.3%MedicalETEnergy Transfer$357,563$963 ▲0.3%22,2780.3%Oils/EnergyUTLUnitil$355,9680.0%5,8760.3%UtilitiesSRESempra$336,1930.0%4,0200.2%UtilitiesVGTVanguard Information Technology ETF$332,557$23,461 ▼-6.6%5670.2%ETFHDHome Depot$312,4150.0%7710.2%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$307,268$91,701 ▼-23.0%2,6270.2%ETFGSKGSK$306,7640.0%7,5040.2%MedicalFCXFreeport-McMoRan$304,5120.0%6,1000.2%Basic MaterialsOTISOtis Worldwide$302,4650.0%2,9100.2%ConstructionCRMSalesforce$286,5740.0%1,0470.2%Computer and TechnologyCARRCarrier Global$277,6910.0%3,4500.2%Computer and TechnologySHELShell$274,8800.0%4,1680.2%Oils/EnergyDVNDevon Energy$273,8400.0%7,0000.2%Oils/EnergyVIGVanguard Dividend Appreciation ETF$264,6080.0%1,3360.2%ETFNFLXNetflix$263,8480.0%3720.2%Consumer DiscretionaryMCDMcDonald's$263,4010.0%8650.2%Retail/WholesaleTGTXTG Therapeutics$252,1440.0%10,7800.2%MedicalREGNRegeneron Pharmaceuticals$244,9390.0%2330.2%MedicalPANWPalo Alto Networks$243,0200.0%7110.2%Computer and TechnologyPYPLPayPal$232,842$232,842 ▲New Holding2,9840.2%Computer and TechnologyPSXPhillips 66$232,0090.0%1,7650.2%Oils/EnergyBACBank of America$231,533$136,301 ▼-37.1%5,8350.2%FinanceFVFirst Trust Dorsey Wright Focus 5 ETF$225,045$9,440 ▼-4.0%3,8620.2%ManufacturingPFEPfizer$223,677$22,226 ▼-9.0%7,7290.2%MedicalIWDiShares Russell 1000 Value ETF$221,609$1,138 ▲0.5%1,1680.2%ETFKVUEKenvue$214,322$214,322 ▲New Holding9,2660.2%Consumer StaplesXLCCommunication Services Select Sector SPDR Fund$206,293$206,293 ▲New Holding2,2820.1%ETFADBEAdobe$205,5590.0%3970.1%Computer and TechnologyAMDAdvanced Micro Devices$204,9360.0%1,2490.1%Computer and TechnologyNXPINXP Semiconductors$204,0090.0%8500.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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