Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $145.59 million in total holdings as of December 31, 2024.Signature Wealth Management Partners, LLC owns shares of 102 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.48% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 104 new stocks and bought additional shares in 32 stocks.Signature Wealth Management Partners, LLC sold shares of 28 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $13,260,589iShares S&P 500 Value ETF $12,498,742JPMorgan Equity Premium Income ETF $10,496,967iShares U.S. Technology ETF $10,021,848iShares S&P 500 Growth ETF $9,903,037 Largest New Holdings this Quarter iShares Flexible Income Active ETF $935,886 HoldingBLACKROCK INC $460,274 HoldingPROSHARES TR $273,843 HoldingGE VERNOVA INC $211,831 HoldingTesla $208,381 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 43,847 shares (about $2.22M)iShares S&P 500 Value ETF 5,025 shares (about $959.17K)iShares Flexible Income Active ETF 17,991 shares (about $935.89K)JPMorgan Equity Premium Income ETF 11,487 shares (about $660.85K)BLACKROCK INC 449 shares (about $460.27K) Largest Sales this Quarter Alphabet 450 shares (about $85.70K)RTX 599 shares (about $69.31K)Consumer Discretionary Select Sector SPDR Fund 230 shares (about $51.60K)Fidelity MSCI Health Care Index ETF 782 shares (about $51.10K)PepsiCo 300 shares (about $45.62K) 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$13,260,589$18,782 ▼-0.1%52,9539.1%Computer and TechnologyIVEiShares S&P 500 Value ETF$12,498,742$959,166 ▲8.3%65,4808.6%ETFJEPIJPMorgan Equity Premium Income ETF$10,496,967$660,846 ▲6.7%182,4617.2%ETFIYWiShares U.S. Technology ETF$10,021,848$26,002 ▼-0.3%62,8256.9%ManufacturingIVWiShares S&P 500 Growth ETF$9,903,037$208,238 ▲2.1%97,5386.8%ETFJAAAJanus Henderson AAA CLO ETF$7,388,399$2,223,467 ▲43.0%145,7005.1%ETFAMEAMETEK$6,138,7540.0%34,0554.2%Computer and TechnologyAMZNAmazon.com$4,715,568$37,516 ▼-0.8%21,4943.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4,144,758$8,791 ▲0.2%7,0722.8%FinanceMSFTMicrosoft$4,005,070$2,950 ▲0.1%9,5022.8%Computer and TechnologyJPMJPMorgan Chase & Co.$3,080,296$19,177 ▲0.6%12,8502.1%FinanceMETAMeta Platforms$2,485,686$7,027 ▲0.3%4,2451.7%Computer and TechnologyGOOGLAlphabet$2,086,086$3,029 ▼-0.1%11,0201.4%Computer and TechnologyDOVDover$1,907,329$18,760 ▼-1.0%10,1671.3%Industrial ProductsIVViShares Core S&P 500 ETF$1,703,815$53,575 ▲3.2%2,8941.2%ETFNVDANVIDIA$1,697,252$68,621 ▲4.2%12,6391.2%Computer and TechnologyBKBank of New York Mellon$1,631,6390.0%21,2371.1%FinanceFHLCFidelity MSCI Health Care Index ETF$1,456,809$51,105 ▼-3.4%22,2921.0%ETFBRK.BBerkshire Hathaway$1,374,798$12,692 ▼-0.9%3,0330.9%FinancePMPhilip Morris International$1,307,242$300,634 ▲29.9%10,8620.9%Consumer StaplesTAT&T$1,286,600$6,603 ▼-0.5%56,5040.9%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,259,802$16,275 ▼-1.3%14,7070.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,220,726$26,624 ▲2.2%9,4910.8%ETFDEDeere & Company$1,194,036$8,474 ▼-0.7%2,8180.8%Industrial ProductsRTXRTX$1,182,833$69,313 ▼-5.5%10,2220.8%AerospaceIBBiShares Biotechnology ETF$1,050,673$9,916 ▼-0.9%7,9470.7%FinanceCRWDCrowdStrike$1,040,509$28,741 ▼-2.7%3,0410.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,037,126$15,258 ▲1.5%2,5830.7%ETFJNJJohnson & Johnson$1,022,916$578 ▼-0.1%7,0730.7%MedicalXLKTechnology Select Sector SPDR Fund$1,012,1600.0%4,3530.7%ETFNOWServiceNow$947,7470.0%8940.7%Computer and TechnologyBINCiShares Flexible Income Active ETF$935,886$935,886 ▲New Holding17,9910.6%ETFGSThe Goldman Sachs Group$885,8630.0%1,5470.6%FinanceXOMExxon Mobil$843,241$118,327 ▲16.3%7,8390.6%Oils/EnergyXLFFinancial Select Sector SPDR Fund$824,100$2,465 ▲0.3%17,0520.6%ETFGOOGAlphabet$816,607$85,698 ▼-9.5%4,2880.6%Computer and TechnologyLLoews$809,636$5,081 ▼-0.6%9,5600.6%FinanceIBMInternational Business Machines$788,717$440 ▲0.1%3,5880.5%Computer and TechnologyMOAltria Group$749,675$71,480 ▲10.5%14,3370.5%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$746,566$2,978 ▼-0.4%5,5150.5%ETFMLMMartin Marietta Materials$721,0340.0%1,3960.5%ConstructionMRKMerck & Co., Inc.$713,120$2,487 ▼-0.3%7,1680.5%MedicalPEGPublic Service Enterprise Group$690,6210.0%8,1740.5%UtilitiesXLYConsumer Discretionary Select Sector SPDR Fund$685,838$51,601 ▼-7.0%3,0570.5%FinancePEPPepsiCo$664,350$45,618 ▼-6.4%4,3690.5%Consumer StaplesMDLZMondelez International$656,731$74,782 ▲12.9%10,9950.5%Consumer StaplesVZVerizon Communications$637,277$3,119 ▲0.5%15,9360.4%Computer and TechnologyAXPAmerican Express$633,943$10,388 ▼-1.6%2,1360.4%FinanceGMGeneral Motors$632,078$53 ▲0.0%11,8660.4%Auto/Tires/TrucksQQQInvesco QQQ$623,5460.0%1,2200.4%FinanceNEENextEra Energy$621,5520.0%8,6700.4%UtilitiesBDXBecton, Dickinson and Company$612,549$36,980 ▼-5.7%2,7000.4%MedicalNEMNewmont$591,314$74,440 ▲14.4%15,8870.4%Basic MaterialsIJKiShares S&P Mid-Cap 400 Growth ETF$572,8590.0%6,3000.4%ETFETREntergy$570,166$285,083 ▲100.0%7,5200.4%UtilitiesAMRXAmneal Pharmaceuticals$527,9950.0%66,6660.4%MedicalCVXChevron$511,2850.0%3,5300.4%Oils/EnergyENBEnbridge$501,8200.0%11,8270.3%Oils/EnergyBABoeing$501,0870.0%2,8310.3%AerospaceFDNFirst Trust Dow Jones Internet Index Fund$464,941$28,451 ▼-5.8%1,9120.3%ETFGEGeneral Electric$460,989$500 ▲0.1%2,7640.3%TransportationBLACKROCK INC$460,274$460,274 ▲New Holding4490.3%COMGLDSPDR Gold Shares$451,5720.0%1,8650.3%FinanceTMOThermo Fisher Scientific$447,9040.0%8610.3%MedicalETEnergy Transfer$442,280$5,857 ▲1.3%22,5770.3%Oils/EnergyICEIntercontinental Exchange$437,9400.0%2,9390.3%FinanceLLYEli Lilly and Company$394,742$77,249 ▲24.3%5110.3%MedicalVDCVanguard Consumer Staples ETF$381,5410.0%1,8050.3%ETFROPRoper Technologies$363,8950.0%7000.2%Computer and TechnologyAPDAir Products and Chemicals$356,769$290 ▲0.1%1,2300.2%Basic MaterialsSRESempra$352,6340.0%4,0200.2%UtilitiesVGTVanguard Information Technology ETF$346,343$6,218 ▼-1.8%5570.2%ETFCRMSalesforce$345,029$5,015 ▼-1.4%1,0320.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$342,917$40,214 ▲13.3%2,9760.2%ETFFXHFirst Trust Health Care AlphaDEX Fund$337,991$1,874 ▼-0.6%3,2460.2%ETFNFLXNetflix$331,5710.0%3720.2%Consumer DiscretionaryTGTXTG Therapeutics$324,4780.0%10,7800.2%MedicalUTLUnitil$318,4200.0%5,8760.2%UtilitiesADBEAdobe$309,942$133,404 ▲75.6%6970.2%Computer and TechnologyHDHome Depot$300,0270.0%7710.2%Retail/WholesaleUBERUber Technologies$299,1870.0%4,9600.2%Computer and TechnologyPROSHARES TR$273,843$273,843 ▲New Holding6,1830.2%S&P 500 HIGH INCFCXFreeport-McMoRan$270,368$38,080 ▲16.4%7,1000.2%Basic MaterialsOTISOtis Worldwide$269,4950.0%2,9100.2%ConstructionVIGVanguard Dividend Appreciation ETF$267,308$5,679 ▲2.2%1,3650.2%ETFPANWPalo Alto Networks$262,386$133,013 ▲102.8%1,4420.2%Computer and TechnologySHELShell$261,1250.0%4,1680.2%Oils/EnergyPYPLPayPal$254,6840.0%2,9840.2%Computer and TechnologyGSKGSK$253,7850.0%7,5040.2%MedicalMCDMcDonald's$250,7550.0%8650.2%Retail/WholesaleCARRCarrier Global$235,4970.0%3,4500.2%Computer and TechnologyBACBank of America$233,682$22,766 ▼-8.9%5,3170.2%FinanceIWDiShares Russell 1000 Value ETF$226,420$10,182 ▲4.7%1,2230.2%ETFCCitigroup$225,2480.0%3,2000.2%FinanceFVFirst Trust Dorsey Wright Focus 5 ETF$220,899$7,206 ▼-3.2%3,7400.2%ManufacturingGE VERNOVA INC$211,831$211,831 ▲New Holding6440.1%COMTSLATesla$208,381$208,381 ▲New Holding5160.1%Auto/Tires/TrucksPFEPfizer$205,0500.0%7,7290.1%MedicalVOOVanguard S&P 500 ETF$201,538$201,538 ▲New Holding3740.1%ETFPSXPhillips 66$201,0860.0%1,7650.1%Oils/EnergyShowing 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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