Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2025)

About Signature Wealth Management Partners, LLC

Investment Activity

Signature Wealth Management Partners, LLC has $174.98 million in total holdings as of June 30, 2025.
Signature Wealth Management Partners, LLC owns shares of 110 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 7.41% of the portfolio was purchased this quarter.
About 1.59% of the portfolio was sold this quarter.
This quarter, Signature Wealth Management Partners, LLC has purchased 103 new stocks and bought additional shares in 40 stocks.
Signature Wealth Management Partners, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

iShares S&P 500 Value ETF: $18,483,416
Janus Henderson AAA CLO ETF: $14,253,115
JPMorgan Equity Premium Income ETF: $13,508,876
iShares U.S. Technology ETF: $11,270,800
iShares S&P 500 Growth ETF: $11,173,306

Largest New Holdings this Quarter

02156V109 - AltC Acquisition: $382,916 Holding
36828A101 - GE VERNOVA INC: $340,773 Holding
20825C104 - ConocoPhillips: $309,693 Holding
98980G102 - Zscaler: $282,546 Holding
922908363 - Vanguard S&P 500 ETF: $216,448 Holding

Largest Purchases this Quarter

iShares S&P 500 Value ETF: 10,353 shares (about $2.02M)
Janus Henderson AAA CLO ETF: 34,340 shares (about $1.74M)
Public Service Enterprise Group: 20,099 shares (about $1.69M)
Johnson & Johnson: 6,792 shares (about $1.04M)
JPMorgan Equity Premium Income ETF: 14,352 shares (about $815.91K)

Largest Sales this Quarter

Apple: 1,615 shares (about $331.35K)
SPDR Gold Shares: 810 shares (about $246.91K)
iShares S&P 500 Growth ETF: 1,330 shares (about $146.43K)
Energy Transfer: 7,474 shares (about $135.51K)
GE Aerospace: 356 shares (about $91.63K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVE iShares S&P 500 Value ETF	$18,483,416	$2,023,184 ▲	12.3%	94,583	10.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$14,253,115	$1,742,752 ▲	13.9%	280,850	8.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$13,508,876	$815,912 ▲	6.4%	237,623	7.7%	ETF
IYW iShares U.S. Technology ETF	$11,270,800	$85,941 ▲	0.8%	65,048	6.4%	Manufacturing
IVW iShares S&P 500 Growth ETF	$11,173,306	$146,433 ▼	-1.3%	101,483	6.4%	ETF
AAPL Apple	$10,365,143	$331,348 ▼	-3.1%	50,520	5.9%	Computer and Technology
AME AMETEK	$6,162,593		0.0%	34,055	3.5%	Computer and Technology
AMZN Amazon.com	$4,839,524	$26,985 ▼	-0.6%	22,059	2.8%	Retail/Wholesale
MSFT Microsoft	$4,692,261	$36,312 ▲	0.8%	9,433	2.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$4,352,799	$17,918 ▼	-0.4%	7,045	2.5%	Finance
JPM JPMorgan Chase & Co.	$3,884,119	$236,868 ▲	6.5%	13,397	2.2%	Finance
META Meta Platforms	$3,406,695	$68,651 ▲	2.1%	4,615	1.9%	Computer and Technology
NVDA NVIDIA	$2,870,674	$209,336 ▲	7.9%	18,170	1.6%	Computer and Technology
PEG Public Service Enterprise Group	$2,326,819	$1,691,934 ▲	266.5%	27,641	1.3%	Utilities
IVV iShares Core S&P 500 ETF	$2,055,315	$181,315 ▲	9.7%	3,310	1.2%	ETF
GOOGL Alphabet	$2,031,941	$81,771 ▲	4.2%	11,530	1.2%	Computer and Technology
JNJ Johnson & Johnson	$2,011,946	$1,037,517 ▲	106.5%	13,171	1.1%	Medical
BK Bank of New York Mellon	$1,934,903		0.0%	21,237	1.1%	Finance
CRWD CrowdStrike	$1,922,136	$45,838 ▲	2.4%	3,774	1.1%	Computer and Technology
DOV Dover	$1,792,173		0.0%	9,781	1.0%	Industrials
PM Philip Morris International	$1,686,342	$78,316 ▼	-4.4%	9,259	1.0%	Consumer Staples
RTX RTX	$1,558,326	$73,010 ▲	4.9%	10,672	0.9%	Aerospace
T AT&T	$1,532,277	$50,066 ▲	3.4%	52,947	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$1,353,355	$25,746 ▲	1.9%	2,786	0.8%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,294,220	$3,781 ▲	0.3%	9,584	0.7%	ETF
DE Deere & Company	$1,260,606	$73,226 ▼	-5.5%	2,479	0.7%	Industrials
XOM Exxon Mobil	$1,255,419	$248,583 ▲	24.7%	11,646	0.7%	Energy
GS The Goldman Sachs Group	$1,236,478	$141,554 ▲	12.9%	1,747	0.7%	Finance
XLE Energy Select Sector SPDR Fund	$1,211,680	$36,383 ▼	-2.9%	14,287	0.7%	ETF
NEE NextEra Energy	$1,191,108	$589,237 ▲	97.9%	17,158	0.7%	Utilities
XLK Technology Select Sector SPDR Fund	$1,116,238		0.0%	4,408	0.6%	ETF
IBM International Business Machines	$1,026,845	$13,562 ▼	-1.3%	3,483	0.6%	Computer and Technology
BINC iShares Flexible Income Active ETF	$1,007,715	$42,642 ▲	4.4%	19,071	0.6%	ETF
IWF iShares Russell 1000 Growth ETF	$985,777	$60,284 ▼	-5.8%	2,322	0.6%	ETF
NEM Newmont	$981,688	$58 ▲	0.0%	16,850	0.6%	Basic Materials
IBB iShares Biotechnology ETF	$970,332	$35,043 ▼	-3.5%	7,670	0.6%	Finance
NOW ServiceNow	$960,227	$10,281 ▼	-1.1%	934	0.5%	Computer and Technology
FHLC Fidelity MSCI Health Care Index ETF	$918,110	$87,098 ▼	-8.7%	14,357	0.5%	ETF
XLF Financial Select Sector SPDR Fund	$897,345	$2,147 ▲	0.2%	17,135	0.5%	ETF
GOOG Alphabet	$863,357	$28,205 ▲	3.4%	4,867	0.5%	Computer and Technology
L Loews	$851,705		0.0%	9,292	0.5%	Finance
MO Altria Group	$799,705	$117 ▲	0.0%	13,640	0.5%	Consumer Staples
QQQ Invesco QQQ	$777,140	$100,383 ▲	14.8%	1,409	0.4%	Finance
MLM Martin Marietta Materials	$766,348		0.0%	1,396	0.4%	Construction
LLY Eli Lilly and Company	$762,691	$153,630 ▲	25.2%	978	0.4%	Medical
IJT iShares S&P Small-Cap 600 Growth ETF	$733,716		0.0%	5,515	0.4%	ETF
MDLZ Mondelez International	$728,015	$13,488 ▼	-1.8%	10,795	0.4%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$674,239	$131,685 ▲	24.3%	4,946	0.4%	CL A
AVGO Broadcom	$669,723	$138,354 ▲	26.0%	2,430	0.4%	Computer and Technology
AXP American Express	$647,210	$6,061 ▲	0.9%	2,029	0.4%	Finance
TSLA Tesla	$639,767	$100,063 ▲	18.5%	2,014	0.4%	Auto/Tires/Trucks
VZ Verizon Communications	$611,099	$3,981 ▲	0.7%	14,123	0.3%	Computer and Technology
ETR Entergy	$607,108		0.0%	7,304	0.3%	Utilities
GE GE Aerospace	$601,290	$91,635 ▼	-13.2%	2,336	0.3%	Aerospace
GM General Motors	$580,241	$3,691 ▼	-0.6%	11,791	0.3%	Auto/Tires/Trucks
PEP PepsiCo	$576,883		0.0%	4,369	0.3%	Consumer Staples
IJK iShares S&P Mid-Cap 400 Growth ETF	$573,174		0.0%	6,300	0.3%	ETF
BA Boeing	$563,217	$41,906 ▼	-6.9%	2,688	0.3%	Aerospace
MRK Merck & Co., Inc.	$550,707	$3,879 ▼	-0.7%	6,957	0.3%	Medical
UBER Uber Technologies	$532,743		0.0%	5,710	0.3%	Computer and Technology
ENB Enbridge	$522,404		0.0%	11,527	0.3%	Energy
CVX Chevron	$520,496	$15,035 ▲	3.0%	3,635	0.3%	Energy
FDN First Trust Dow Jones Internet Index Fund	$502,839	$4,309 ▼	-0.8%	1,867	0.3%	ETF
ICE Intercontinental Exchange	$501,057		0.0%	2,731	0.3%	Finance
NFLX Netflix	$498,156		0.0%	372	0.3%	Consumer Discretionary
XLY Consumer Discretionary Select Sector SPDR Fund	$483,125	$43,466 ▼	-8.3%	2,223	0.3%	Finance
BLACKROCK INC	$471,113		0.0%	449	0.3%	COM
ROP Roper Technologies	$396,788		0.0%	700	0.2%	Computer and Technology
VDC Vanguard Consumer Staples ETF	$395,295		0.0%	1,805	0.2%	ETF
TGTX TG Therapeutics	$387,972		0.0%	10,780	0.2%	Medical
ALCC AltC Acquisition	$382,916	$382,916 ▲	New Holding	6,839	0.2%	Energy
VGT Vanguard Information Technology ETF	$369,447		0.0%	557	0.2%	ETF
FXH First Trust Health Care AlphaDEX Fund	$354,894	$1,763 ▼	-0.5%	3,423	0.2%	ETF
TMO Thermo Fisher Scientific	$349,158		0.0%	861	0.2%	Medical
GE VERNOVA INC	$340,773	$340,773 ▲	New Holding	644	0.2%	COM
COP ConocoPhillips	$309,693	$309,693 ▲	New Holding	3,451	0.2%	Energy
FCX Freeport-McMoRan	$307,785		0.0%	7,100	0.2%	Basic Materials
UTL Unitil	$306,433		0.0%	5,876	0.2%	Utilities
SRE Sempra Energy	$304,595		0.0%	4,020	0.2%	Utilities
PANW Palo Alto Networks	$295,091		0.0%	1,442	0.2%	Computer and Technology
SHEL Shell	$293,469		0.0%	4,168	0.2%	Energy
PROSHARES TR	$289,669	$15,444 ▲	5.6%	6,827	0.2%	S&P 500 HIGH INC
GSK GSK	$288,154		0.0%	7,504	0.2%	Medical
OTIS Otis Worldwide	$288,148		0.0%	2,910	0.2%	Industrials
GLD SPDR Gold Shares	$286,540	$246,912 ▼	-46.3%	940	0.2%	Finance
NCLH Norwegian Cruise Line	$285,948	$79,092 ▲	38.2%	14,100	0.2%	Consumer Discretionary
HD Home Depot	$283,036		0.0%	772	0.2%	Retail/Wholesale
ZS Zscaler	$282,546	$282,546 ▲	New Holding	900	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$279,375		0.0%	1,365	0.2%	ETF
ET Energy Transfer	$278,718	$135,506 ▼	-32.7%	15,373	0.2%	Energy
APD Air Products and Chemicals	$278,640	$564 ▲	0.2%	988	0.2%	Basic Materials
BDX Becton, Dickinson and Company	$272,844		0.0%	1,584	0.2%	Medical
CRM Salesforce	$255,243		0.0%	936	0.1%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$255,148	$1,165 ▲	0.5%	1,314	0.1%	ETF
MCD McDonald's	$254,188	$1,461 ▲	0.6%	870	0.1%	Retail/Wholesale
CARR Carrier Global	$252,506		0.0%	3,450	0.1%	Construction
C Citigroup	$229,654	$30,813 ▼	-11.8%	2,698	0.1%	Financial Services
JMUB JPMorgan Municipal ETF	$227,252		0.0%	4,578	0.1%	ETF
BAC Bank of America	$224,391	$27,209 ▼	-10.8%	4,742	0.1%	Finance
VOO Vanguard S&P 500 ETF	$216,448	$216,448 ▲	New Holding	381	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2025)

About Signature Wealth Management Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2025)

About Signature Wealth Management Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSignature Wealth Management Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools