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The Analysis of Signature Wealth Management Partners, LLC's Holdings & P&L

Currently, Signature Wealth Management Partners, LLC holds 116 types of securities in its portfolio with a total value $199.4M. In the most recent quarter, they have increased their positions in AAPL (+4.0K shares, valued at $1.0M), IVW (+6.4K shares, valued at $718.4K), N/A (+2.0K shares, valued at $575.1K); decreased their positions in META (-378 shares, valued at $216.3K), GBDC (-16.7K shares, valued at $211.2K), GS (-200 shares, valued at $169.2K); initiated new positions in MU (+1.1K shares, valued at $356.8K), CRCL (+2.7K shares, valued at $257.3K), EXC (+4.2K shares, valued at $207.1K).

1M P&L

+5.1M+2.52%

3M P&L

+6.4M+3.17%

HY P&L

+12.3M+6.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A100.7M

53.8%

2Consumer Electronics13.6M

7.3%

3Specialty Industrial Machinery8.9M

4.8%

Top Industries by Stock Count

1N/A33 stocks

31.7%

2Software - Infrastructure6 stocks

5.8%

3Utilities - Regulated Electric5 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR96.8K shares-0.21%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR320.0K shares2.91%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F248.1K shares0.15%2026-03-312026-04-21

AAPL APPLE INC53.7K shares8.03%2026-03-312026-04-21

IVW ISHARES TR118.3K shares5.67%2026-03-312026-04-21

IYW ISHARES TR62.0K shares0.79%2026-03-312026-04-21

AME AMETEK INC34.0K shares0.00%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T7.0K shares-0.58%2026-03-312026-04-21

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AMZN AMAZON COM INC21.7K shares0.69%2026-03-312026-04-21

MSFT MICROSOFT CORP11.8K shares4.07%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO13.5K shares-0.07%2026-03-312026-04-21

ALPHABET INC ALPHABET INC13.6K shares17.21%2026-03-312026-04-21

META META PLATFORMS INC6.0K shares-5.90%2026-03-312026-04-21

NVDA NVIDIA CORPORATION18.2K shares0.94%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON12.5K shares-0.30%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP21.4K shares0.00%2026-03-312026-04-21

Sponsored

IVV ISHARES TR3.5K shares6.95%2026-03-312026-04-21

XOM EXXON MOBIL CORP10.9K shares-3.08%2026-03-312026-04-21

RTX RTX CORPORATION9.5K shares-6.20%2026-03-312026-04-21

ALPHABET INC ALPHABET INC6.4K shares32.58%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC17.5K shares1.79%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR25.7K shares-0.20%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP19.4K shares1.18%2026-03-312026-04-21

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T AT&T INC51.9K shares0.02%2026-03-312026-04-21

HYMB SPDR SERIES TRUST58.6K shares0.00%2026-03-312026-04-21

NEM NEWMONT CORP13.4K shares-2.19%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC8.6K shares-3.28%2026-03-312026-04-21

ITOT ISHARES TR10.0K shares2.41%2026-03-312026-04-21

DOV DOVER CORP6.7K shares0.00%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II26.3K shares3.11%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC3.4K shares5.78%2026-03-312026-04-21

Sponsored

GS GOLDMAN SACHS GROUP INC1.5K shares-11.45%2026-03-312026-04-21

IBB ISHARES TR7.7K shares1.80%2026-03-312026-04-21

DE DEERE & CO2.3K shares-1.46%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST21.4K shares42.88%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR8.8K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS4.1K shares2.55%2026-03-312026-04-21

LLY ELI LILLY & CO1.0K shares-2.30%2026-03-312026-04-21

MO ALTRIA GROUP INC13.6K shares0.01%2026-03-312026-04-21

Sponsored

MERCK & CO INC MERCK & CO INC7.2K shares0.00%2026-03-312026-04-21

IWF ISHARES TR2.0K shares-15.10%2026-03-312026-04-21

L LOEWS CORP8.0K shares-3.43%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.7K shares5.43%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR16.9K shares5.52%2026-03-312026-04-21

MLM MARTIN MARIETTA MATLS INC1.4K shares0.00%2026-03-312026-04-21

ETR ENTERGY CORP NEW7.3K shares0.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR1.4K shares0.00%2026-03-312026-04-21

Sponsored

CVX CHEVRON CORPORATION3.7K shares-2.68%2026-03-312026-04-21

FHLC FIDELITY COVINGTON TRUST10.9K shares1.77%2026-03-312026-04-21

IJT ISHARES TR5.2K shares0.00%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC5.2K shares5.42%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC12.2K shares-0.78%2026-03-312026-04-21

REGL PROSHARES TR8.2K shares21.71%2026-03-312026-04-21

GM GENERAL MTRS CO9.4K shares-18.98%2026-03-312026-04-21

TSLA TESLA INC1.9K shares-9.02%2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC783 shares0.00%2026-03-312026-04-21

PEP PEPSICO INC4.4K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE2.3K shares0.09%2026-03-312026-04-21

IJK ISHARES TR6.3K shares0.00%2026-03-312026-04-21

ENB ENBRIDGE INC11.5K shares4.05%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC10.8K shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.0K shares0.00%2026-03-312026-04-21

NOW SERVICENOW INC5.9K shares27.75%2026-03-312026-04-21

Sponsored

FHEQ FIDELITY GREENWOOD STREET TR20.5K shares157.82%2026-03-312026-04-21

ORCL ORACLE CORP3.9K shares13.00%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC11.2K shares4.05%2026-03-312026-04-21

NFLX NETFLIX INC.5.7K shares14.08%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC545 shares22.47%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC3.2K shares19.39%2026-03-312026-04-21

BA BOEING CO2.5K shares0.00%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR4.4K shares0.00%2026-03-312026-04-21

Sponsored

NCLH NORWEGIAN CRUISE LINE HLDGS25.5K shares5.37%2026-03-312026-04-21

CRWV COREWEAVE INC6.0K shares10.19%2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN2.7K shares0.00%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC851 shares-1.16%2026-03-312026-04-21

GSK PLC GSK PLC7.5K shares0.00%2026-03-312026-04-21

GLD SPDR GOLD TR955 shares0.00%2026-03-312026-04-21

TGTX TG THERAPEUTICS INC11.8K shares9.28%2026-03-312026-04-21

Sponsored

SRE SEMPRA4.0K shares0.00%2026-03-312026-04-21

VGT VANGUARD WORLD FD557 shares-9.72%2026-03-312026-04-21

SHEL SHELL PLC4.2K shares0.00%2026-03-312026-04-21

ISPY PROSHARES TR8.9K shares28.97%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC5.3K shares-7.88%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP9.2K shares0.00%2026-03-312026-04-21

VDC VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC1.1K sharesnew addition2026-03-312026-04-21

Sponsored

COP CONOCOPHILLIPS2.5K shares0.00%2026-03-312026-04-21

PSX PHILLIPS 661.8K shares0.00%2026-03-312026-04-21

FXH FIRST TR EXCHANGE-TRADED FD2.9K shares-2.99%2026-03-312026-04-21

GBDC GOLUB CAP BDC INC24.4K shares-40.63%2026-03-312026-04-21

UTL UNITIL CORP5.9K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC1.6K shares73.18%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC2.6K shares-6.30%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP849 shares-1.85%2026-03-312026-04-21

CRCL CIRCLE INTERNET GROUP INC2.7K sharesnew addition2026-03-312026-04-21

WMT WALMART INC1.9K shares0.00%2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.4K shares0.04%2026-03-312026-04-21

HD HOME DEPOT INC717 shares0.00%2026-03-312026-04-21

NVO NOVO-NORDISK A S6.4K shares-0.78%2026-03-312026-04-21

JMUB J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS382 shares0.26%2026-03-312026-04-21

Sponsored

OTIS OTIS WORLDWIDE CORP2.9K shares0.00%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC763 shares0.00%2026-03-312026-04-21

OKLO OKLO INC4.2K shares0.00%2026-03-312026-04-21

EXC EXELON CORP4.2K sharesnew addition2026-03-312026-04-21

RGTI RIGETTI COMPUTING INC14.6K shares18.83%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.0K shares0.00%2026-03-312026-04-21

IWB ISHARES TR570 shares0.00%2026-03-312026-04-21

CRSP CRISPR THERAPEUTICS AG4.3K shares0.00%2026-03-312026-04-21

Sponsored

PFD FLAHERTY & CRUMRINE PFD INCO14.4K shares0.00%2026-03-312026-04-21

OWL BLUE OWL CAPITAL INC17.4K shares4.83%2026-03-312026-04-21

NVTS NAVITAS SEMICONDUCTOR CORP17.3K shares0.00%2026-03-312026-04-21

COTY COTY INC13.0K shares0.00%2026-03-312026-04-21

IVE

ISHARES TR

-0.21%

Shares96.8K

Event2026-03-31

Filed2026-04-21

JAAA

JANUS DETROIT STR TR

2.91%

Shares320.0K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

0.15%

Shares248.1K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

8.03%

Shares53.7K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

5.67%

Shares118.3K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

0.79%

Shares62.0K

Event2026-03-31

Filed2026-04-21

AME

AMETEK INC

0.00%

Shares34.0K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-0.58%

Shares7.0K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.69%

Shares21.7K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

4.07%

Shares11.8K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.07%

Shares13.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

17.21%

Shares13.6K

Event2026-03-31

Filed2026-04-21