The Analysis of Signature Wealth Management Partners, LLC's Holdings
Currently, Signature Wealth Management Partners, LLC holds 113 types of securities in its portfolio with a total value $191.0M. In the most recent quarter, they have increased their positions in JAAA (+15.5K shares, valued at $787.1K), MSFT (+1.1K shares, valued at $588.9K), JEPI (+10.2K shares, valued at $583.4K); decreased their positions in IYW (-2.9K shares, valued at $561.1K), NEM (-2.8K shares, valued at $238.9K), OKLO (-2.1K shares, valued at $237.2K); initiated new positions in RGTI (+12.0K shares, valued at $357.4K), B (+9.2K shares, valued at $301.5K), SPYG (+2.4K shares, valued at $253.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVE ISHARES TR95.0K shares0.43%2025-09-302025-10-23
JAAA JANUS DETROIT STR TR296.4K shares5.52%2025-09-302025-10-23 JEPI J P MORGAN EXCHANGE TRADED F247.8K shares4.30%2025-09-302025-10-23 AAPL APPLE INC50.1K shares-0.93%2025-09-302025-10-23 IVW ISHARES TR103.9K shares2.41%2025-09-302025-10-23 IYW ISHARES TR62.2K shares-4.40%2025-09-302025-10-23 AME AMETEK INC34.1K shares0.00%2025-09-302025-10-23 MSFT MICROSOFT CORP10.6K shares12.05%2025-09-302025-10-23 AMZN AMAZON COM INC22.1K shares0.37%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR7.0K shares0.00%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.13.5K shares0.97%2025-09-302025-10-23 META META PLATFORMS INC4.6K shares-0.61%2025-09-302025-10-23 NVDA NVIDIA CORPORATION18.0K shares-1.01%2025-09-302025-10-23 GOOGL ALPHABET INC11.7K shares1.34%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON13.1K shares-0.44%2025-09-302025-10-23 BK BANK NEW YORK MELLON CORP21.4K shares0.62%2025-09-302025-10-23 PEG PUBLIC SVC ENTERPRISE GRP IN27.6K shares0.00%2025-09-302025-10-23 IVV ISHARES TR3.3K shares0.39%2025-09-302025-10-23 RTX RTX CORPORATION10.6K shares-0.94%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares21.54%2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC3.3K shares-12.56%2025-09-302025-10-23 DOV DOVER CORP9.3K shares-4.63%2025-09-302025-10-23 T AT&T INC52.8K shares-0.28%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC8.9K shares-4.00%2025-09-302025-10-23 ITOT ISHARES TR9.6K shares0.64%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC1.7K shares0.00%2025-09-302025-10-23 NEE NEXTERA ENERGY INC17.2K shares0.00%2025-09-302025-10-23 XOM EXXON MOBIL CORP11.2K shares-3.58%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR4.4K shares0.00%2025-09-302025-10-23 BINC BLACKROCK ETF TRUST II22.4K shares17.57%2025-09-302025-10-23 GOOG ALPHABET INC4.9K shares0.00%2025-09-302025-10-23 NEM NEWMONT CORP14.0K shares-16.81%2025-09-302025-10-23 XLE SELECT SECTOR SPDR TR13.2K shares-7.83%2025-09-302025-10-23 IWF ISHARES TR2.4K shares1.81%2025-09-302025-10-23 IBB ISHARES TR7.5K shares-1.96%2025-09-302025-10-23 DE DEERE & CO2.4K shares-4.48%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS3.5K shares0.06%2025-09-302025-10-23 L LOEWS CORP9.1K shares-2.15%2025-09-302025-10-23 MO ALTRIA GROUP INC13.6K shares0.01%2025-09-302025-10-23 TSLA TESLA INC2.0K shares-0.45%2025-09-302025-10-23 MLM MARTIN MARIETTA MATLS INC1.4K shares0.00%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC4.8K shares-2.63%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR16.0K shares-6.82%2025-09-302025-10-23 QQQ INVESCO QQQ TR1.4K shares0.00%2025-09-302025-10-23 NOW SERVICENOW INC919 shares-1.61%2025-09-302025-10-23 FHLC FIDELITY COVINGTON TRUST12.6K shares-12.09%2025-09-302025-10-23 AVGO BROADCOM INC2.5K shares4.90%2025-09-302025-10-23 LLY ELI LILLY & CO1.0K shares6.24%2025-09-302025-10-23 IJT ISHARES TR5.5K shares0.00%2025-09-302025-10-23 GM GENERAL MTRS CO11.8K shares0.00%2025-09-302025-10-23 GE GE AEROSPACE2.3K shares-0.98%2025-09-302025-10-23 ETR ENTERGY CORP NEW7.3K shares0.00%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC15.4K shares9.26%2025-09-302025-10-23 MDLZ MONDELEZ INTL INC10.8K shares0.00%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO2.0K shares0.00%2025-09-302025-10-23 PEP PEPSICO INC4.4K shares-0.23%2025-09-302025-10-23 IJK ISHARES TR6.3K shares0.00%2025-09-302025-10-23 MRK MERCK & CO INC7.2K shares3.18%2025-09-302025-10-23 CVX CHEVRON CORP NEW3.7K shares3.00%2025-09-302025-10-23 BA BOEING CO2.7K shares-1.30%2025-09-302025-10-23 ENB ENBRIDGE INC11.2K shares-2.60%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC5.7K shares0.00%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC2.6K shares83.15%2025-09-302025-10-23 XLY SELECT SECTOR SPDR TR2.2K shares0.00%2025-09-302025-10-23 OKLO OKLO INC4.7K shares-31.07%2025-09-302025-10-23 BLK BLACKROCK INC449 shares0.00%2025-09-302025-10-23 FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-09-302025-10-23 FCX FREEPORT-MCMORAN INC12.2K shares71.27%2025-09-302025-10-23 GEV GE VERNOVA INC753 shares16.93%2025-09-302025-10-23 ICE INTERCONTINENTAL EXCHANGE IN2.7K shares0.00%2025-09-302025-10-23 NFLX NETFLIX INC372 shares0.00%2025-09-302025-10-23 NCLH NORWEGIAN CRUISE LINE HLDG L18.1K shares28.37%2025-09-302025-10-23 TMO THERMO FISHER SCIENTIFIC INC861 shares0.00%2025-09-302025-10-23 VGT VANGUARD WORLD FD557 shares0.00%2025-09-302025-10-23 TGTX TG THERAPEUTICS INC11.2K shares3.71%2025-09-302025-10-23 HD HOME DEPOT INC966 shares25.13%2025-09-302025-10-23 VDC VANGUARD WORLD FD1.8K shares0.00%2025-09-302025-10-23 COP CONOCOPHILLIPS4.0K shares14.49%2025-09-302025-10-23 REGL PROSHARES TR4.4K shares73.52%2025-09-302025-10-23 GBDC GOLUB CAP BDC INC26.8K shares107.52%2025-09-302025-10-23 SRE SEMPRA4.0K shares0.00%2025-09-302025-10-23 RGTI RIGETTI COMPUTING INC12.0K sharesnew addition2025-09-302025-10-23 ROP ROPER TECHNOLOGIES INC700 shares0.00%2025-09-302025-10-23 GLD SPDR GOLD TR955 shares1.60%2025-09-302025-10-23 GSK GSK PLC7.5K shares0.00%2025-09-302025-10-23 FXH FIRST TR EXCHANGE TRADED FD2.9K shares-14.05%2025-09-302025-10-23 ISPY PROSHARES TR6.9K shares0.73%2025-09-302025-10-23 B BARRICK MNG CORP9.2K sharesnew addition2025-09-302025-10-23 SHEL SHELL PLC4.2K shares0.00%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-09-302025-10-23 UTL UNITIL CORP5.9K shares0.00%2025-09-302025-10-23 C CITIGROUP INC2.7K shares1.11%2025-09-302025-10-23 ZS ZSCALER INC900 shares0.00%2025-09-302025-10-23 IWD ISHARES TR1.3K shares0.38%2025-09-302025-10-23 ET ENERGY TRANSFER L P15.6K shares1.20%2025-09-302025-10-23 OTIS OTIS WORLDWIDE CORP2.9K shares0.00%2025-09-302025-10-23 BDX BECTON DICKINSON & CO1.4K shares-11.05%2025-09-302025-10-23 MCD MCDONALDS CORP865 shares-0.57%2025-09-302025-10-23 SPYG SPDR SERIES TRUST2.4K sharesnew addition2025-09-302025-10-23 NVO NOVO-NORDISK A S4.4K shares46.07%2025-09-302025-10-23 PSX PHILLIPS 661.8K shares0.00%2025-09-302025-10-23 BAC BANK AMERICA CORP4.5K shares-4.22%2025-09-302025-10-23 VOO VANGUARD INDEX FDS381 shares0.00%2025-09-302025-10-23 JMUB J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2025-09-302025-10-23 CRM SALESFORCE INC936 shares0.00%2025-09-302025-10-23 TRV TRAVELERS COMPANIES INC763 shares1.73%2025-09-302025-10-23 IWB ISHARES TR570 sharesnew addition2025-09-302025-10-23 FV FIRST TR EXCHANGE TRADED FD3.3K sharesnew addition2025-09-302025-10-23 CARR CARRIER GLOBAL CORPORATION3.5K shares0.00%2025-09-302025-10-23 IBIT ISHARES BITCOIN TRUST ETF3.1K sharesnew addition2025-09-302025-10-23 PFD FLAHERTY & CRUMRINE PFD INCO14.4K shares0.00%2025-09-302025-10-23 NVTS NAVITAS SEMICONDUCTOR CORP17.3K shares0.00%2025-09-302025-10-23 COTY COTY INC13.0K shares-13.33%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available