Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $152.74 million in total holdings as of March 31, 2025.Signature Wealth Management Partners, LLC owns shares of 103 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 10.07% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 102 new stocks and bought additional shares in 34 stocks.Signature Wealth Management Partners, LLC sold shares of 31 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $16,052,495JPMorgan Equity Premium Income ETF $12,757,671Janus Henderson AAA CLO ETF $12,500,511Apple $11,580,907iShares S&P 500 Growth ETF $9,544,176 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $335,912 Holding11135F101 - Broadcom $322,791 Holding46641Q647 - JPMorgan Municipal ETF $228,900 HoldingG66721104 - Norwegian Cruise Line $193,392 Holding38173M102 - Golub Capital BDC $169,145 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 100,810 shares (about $5.11M)iShares S&P 500 Value ETF 18,750 shares (about $3.57M)JPMorgan Equity Premium Income ETF 40,810 shares (about $2.33M)iShares S&P 500 Growth ETF 5,275 shares (about $489.68K)NVIDIA 4,206 shares (about $455.84K) Largest Sales this Quarter Fidelity MSCI Health Care Index ETF 6,573 shares (about $449.08K)Becton, Dickinson and Company 1,116 shares (about $255.63K)Philip Morris International 1,173 shares (about $186.19K)Apple 818 shares (about $181.70K)Berkshire Hathaway 300 shares (about $159.77K) 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 PortfolioSectorIVEiShares S&P 500 Value ETF$16,052,495$3,573,362 ▲28.6%84,23010.5%ETFJEPIJPMorgan Equity Premium Income ETF$12,757,671$2,331,877 ▲22.4%223,2718.4%ETFJAAAJanus Henderson AAA CLO ETF$12,500,511$5,112,071 ▲69.2%246,5108.2%ETFAAPLApple$11,580,907$181,705 ▼-1.5%52,1357.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$9,544,176$489,681 ▲5.4%102,8136.2%ETFIYWiShares U.S. Technology ETF$9,065,793$242,543 ▲2.7%64,5525.9%ManufacturingAMEAMETEK$5,862,2280.0%34,0553.8%Computer and TechnologyAMZNAmazon.com$4,220,347$130,899 ▲3.2%22,1822.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,957,125$1,119 ▲0.0%7,0742.6%FinanceMSFTMicrosoft$3,513,763$53,307 ▼-1.5%9,3602.3%Computer and TechnologyJPMJPMorgan Chase & Co.$3,085,867$66,231 ▼-2.1%12,5802.0%FinanceMETAMeta Platforms$2,606,566$159,668 ▲6.5%4,5221.7%Computer and TechnologyNVDANVIDIA$1,825,629$455,838 ▲33.3%16,8451.2%Computer and TechnologyBKBank of New York Mellon$1,781,1470.0%21,2371.2%FinanceDOVDover$1,718,326$67,812 ▼-3.8%9,7811.1%IndustrialsGOOGLAlphabet$1,711,246$7,113 ▲0.4%11,0661.1%Computer and TechnologyIVViShares Core S&P 500 ETF$1,695,656$69,669 ▲4.3%3,0181.1%ETFPMPhilip Morris International$1,537,935$186,190 ▼-10.8%9,6891.0%Consumer StaplesBRK.BBerkshire Hathaway$1,455,541$159,774 ▼-9.9%2,7331.0%FinanceTAT&T$1,448,412$149,516 ▼-9.4%51,2170.9%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,375,210$841 ▲0.1%14,7160.9%ETFRTXRTX$1,347,350$6,623 ▼-0.5%10,1720.9%AerospaceCRWDCrowdStrike$1,298,905$226,709 ▲21.1%3,6840.9%Computer and TechnologyDEDeere & Company$1,231,159$91,527 ▼-6.9%2,6230.8%IndustrialsITOTiShares Core S&P Total U.S. Stock Market ETF$1,165,892$7,930 ▲0.7%9,5560.8%ETFXOMExxon Mobil$1,110,793$178,512 ▲19.1%9,3400.7%EnergyFHLCFidelity MSCI Health Care Index ETF$1,073,951$449,079 ▼-29.5%15,7190.7%ETFJNJJohnson & Johnson$1,057,932$115,097 ▼-9.8%6,3790.7%MedicalIBBiShares Biotechnology ETF$1,016,4210.0%7,9470.7%FinanceBINCiShares Flexible Income Active ETF$956,682$14,300 ▲1.5%18,2640.6%ETFXLKTechnology Select Sector SPDR Fund$910,164$11,356 ▲1.3%4,4080.6%ETFIWFiShares Russell 1000 Growth ETF$889,806$42,974 ▼-4.6%2,4640.6%ETFIBMInternational Business Machines$877,561$14,672 ▼-1.6%3,5290.6%Computer and TechnologyLLoews$854,028$24,632 ▼-2.8%9,2920.6%FinanceXLFFinancial Select Sector SPDR Fund$851,455$2,092 ▲0.2%17,0940.6%ETFGSThe Goldman Sachs Group$845,1360.0%1,5470.6%FinanceMOAltria Group$818,580$41,955 ▼-4.9%13,6380.5%Consumer StaplesNEMNewmont$813,473$46,446 ▲6.1%16,8490.5%Basic MaterialsNOWServiceNow$751,556$39,807 ▲5.6%9440.5%Computer and TechnologyMDLZMondelez International$746,0110.0%10,9950.5%Consumer StaplesGOOGAlphabet$735,531$65,617 ▲9.8%4,7080.5%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$686,6180.0%5,5150.4%ETFMLMMartin Marietta Materials$667,4690.0%1,3960.4%ConstructionPEPPepsiCo$655,0880.0%4,3690.4%Consumer StaplesLLYEli Lilly and Company$645,333$223,098 ▲52.8%7810.4%MedicalVZVerizon Communications$636,444$86,411 ▼-12.0%14,0310.4%Computer and TechnologyMRKMerck & Co., Inc.$628,868$14,541 ▼-2.3%7,0060.4%MedicalETREntergy$624,419$18,466 ▼-2.9%7,3040.4%UtilitiesPEGPublic Service Enterprise Group$620,707$52,014 ▼-7.7%7,5420.4%UtilitiesNEENextEra Energy$614,6160.0%8,6700.4%UtilitiesCVXChevron$590,5340.0%3,5300.4%EnergyQQQInvesco QQQ$575,223$3,282 ▲0.6%1,2270.4%FinanceGMGeneral Motors$558,0490.0%11,8660.4%Auto/Tires/TrucksAXPAmerican Express$540,791$33,900 ▼-5.9%2,0100.4%FinanceGEGE Aerospace$538,729$14,409 ▼-2.6%2,6920.4%IndustrialsIJKiShares S&P Mid-Cap 400 Growth ETF$524,6640.0%6,3000.3%ETFENBEnbridge$510,761$13,293 ▼-2.5%11,5270.3%EnergyGLDSPDR Gold Shares$504,245$33,136 ▼-6.2%1,7500.3%FinanceBABoeing$492,548$9,721 ▲2.0%2,8880.3%AerospaceXLYConsumer Discretionary Select Sector SPDR Fund$478,446$125,190 ▼-20.7%2,4230.3%FinanceICEIntercontinental Exchange$471,098$35,880 ▼-7.1%2,7310.3%FinanceTSLATesla$440,313$306,586 ▲229.3%1,6990.3%Auto/Tires/TrucksTMOThermo Fisher Scientific$428,4550.0%8610.3%MedicalTGTXTG Therapeutics$425,0550.0%10,7800.3%MedicalBLACKROCK INC$424,9700.0%4490.3%COMETEnergy Transfer$424,723$5,019 ▲1.2%22,8470.3%EnergyPFEPfizer$418,845$222,992 ▲113.9%16,5290.3%MedicalFDNFirst Trust Dow Jones Internet Index Fund$418,308$6,442 ▼-1.5%1,8830.3%ETFUBERUber Technologies$416,031$54,645 ▲15.1%5,7100.3%Computer and TechnologyROPRoper Technologies$412,7060.0%7000.3%Computer and TechnologyVDCVanguard Consumer Staples ETF$394,9700.0%1,8050.3%ETFBDXBecton, Dickinson and Company$362,831$255,631 ▼-41.3%1,5840.2%MedicalFXHFirst Trust Health Care AlphaDEX Fund$356,375$20,098 ▲6.0%3,4400.2%ETFADBEAdobe$351,697$84,377 ▲31.6%9170.2%Computer and TechnologyNFLXNetflix$346,9010.0%3720.2%Consumer DiscretionaryUTLUnitil$338,9860.0%5,8760.2%UtilitiesPALANTIR TECHNOLOGIES INC$335,912$335,912 ▲New Holding3,9800.2%CL AAVGOBroadcom$322,791$322,791 ▲New Holding1,9280.2%Computer and TechnologySHELShell$305,4310.0%4,1680.2%EnergyVGTVanguard Information Technology ETF$302,1060.0%5570.2%ETFOTISOtis Worldwide$300,3120.0%2,9100.2%ConstructionAPDAir Products and Chemicals$290,909$71,990 ▼-19.8%9860.2%Basic MaterialsGSKGSK$290,7050.0%7,5040.2%MedicalSRESempra$286,8670.0%4,0200.2%UtilitiesHDHome Depot$282,793$366 ▲0.1%7720.2%Retail/WholesalePROSHARES TR$272,011$11,784 ▲4.5%6,4630.2%S&P 500 HIGH INCMCDMcDonald's$270,2000.0%8650.2%Retail/WholesaleFCXFreeport-McMoRan$268,8060.0%7,1000.2%Basic MaterialsVIGVanguard Dividend Appreciation ETF$264,7960.0%1,3650.2%ETFCRMSalesforce$251,185$25,763 ▼-9.3%9360.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$246,156$15,996 ▲7.0%1,3080.2%ETFPANWPalo Alto Networks$246,0630.0%1,4420.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$238,060$73,080 ▼-23.5%2,2770.2%ETFJMUBJPMorgan Municipal ETF$228,900$228,900 ▲New Holding4,5780.1%ETFBACBank of America$221,8780.0%5,3170.1%FinanceCARRCarrier Global$218,7300.0%3,4500.1%Computer and TechnologyPSXPhillips 66$217,9420.0%1,7650.1%EnergyCCitigroup$217,229$9,939 ▼-4.4%3,0600.1%FinanceFVFirst Trust Dorsey Wright Focus 5 ETF$205,2030.0%3,7400.1%ManufacturingNCLHNorwegian Cruise Line$193,392$193,392 ▲New Holding10,2000.1%Consumer DiscretionaryShowing 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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