Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2025) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $191.03 million in total holdings as of September 30, 2025.Signature Wealth Management Partners, LLC owns shares of 113 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 3.07% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 110 new stocks and bought additional shares in 37 stocks.Signature Wealth Management Partners, LLC sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $19,615,828Janus Henderson AAA CLO ETF $15,048,644JPMorgan Equity Premium Income ETF $14,151,730Apple $12,744,679iShares S&P 500 Growth ETF $12,546,725 Largest New Holdings this Quarter 76655K103 - Rigetti Computing $357,420 Holding06849F108 - BARRICK MNG CORP $301,484 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $253,791 Holding464287622 - iShares Russell 1000 ETF $208,324 Holding33738R605 - First Trust Dorsey Wright Focus 5 ETF $206,141 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 15,500 shares (about $787.09K)Microsoft 1,137 shares (about $588.89K)JPMorgan Equity Premium Income ETF 10,218 shares (about $583.45K)Rigetti Computing 11,998 shares (about $357.42K)Berkshire Hathaway 600 shares (about $301.64K) Largest Sales this Quarter iShares U.S. Technology ETF 2,865 shares (about $561.14K)Newmont 2,833 shares (about $238.85K)AltC Acquisition 2,125 shares (about $237.21K)CrowdStrike 474 shares (about $232.44K)Apple 468 shares (about $119.17K) 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$19,615,828$83,430 ▲0.4%94,98710.3%ETFJAAAJanus Henderson AAA CLO ETF$15,048,644$787,090 ▲5.5%296,3507.9%ETFJEPIJPMorgan Equity Premium Income ETF$14,151,730$583,448 ▲4.3%247,8417.4%ETFAAPLApple$12,744,679$119,166 ▼-0.9%50,0526.7%Computer and TechnologyIVWiShares S&P 500 Growth ETF$12,546,725$295,645 ▲2.4%103,9326.6%ETFIYWiShares U.S. Technology ETF$12,179,188$561,140 ▼-4.4%62,1836.4%ManufacturingAMEAMETEK$6,402,3400.0%34,0553.4%Computer and TechnologyMSFTMicrosoft$5,474,544$588,889 ▲12.1%10,5702.9%Computer and TechnologyAMZNAmazon.com$4,861,499$18,005 ▲0.4%22,1412.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4,693,3320.0%7,0452.5%FinanceJPMJPMorgan Chase & Co.$4,266,833$41,006 ▲1.0%13,5272.2%FinanceMETAMeta Platforms$3,369,075$20,566 ▼-0.6%4,5871.8%Computer and TechnologyNVDANVIDIA$3,356,051$34,145 ▼-1.0%17,9871.8%Computer and TechnologyGOOGLAlphabet$2,840,402$37,438 ▲1.3%11,6841.5%Computer and TechnologyJNJJohnson & Johnson$2,431,340$10,754 ▼-0.4%13,1131.3%MedicalBKBank of New York Mellon$2,328,316$14,382 ▲0.6%21,3691.2%FinancePEGPublic Service Enterprise Group$2,306,9180.0%27,6411.2%UtilitiesIVViShares Core S&P 500 ETF$2,223,754$8,700 ▲0.4%3,3231.2%ETFRTXRTX$1,769,052$16,733 ▼-0.9%10,5720.9%AerospaceBRK.BBerkshire Hathaway$1,702,278$301,644 ▲21.5%3,3860.9%FinanceCRWDCrowdStrike$1,618,254$232,440 ▼-12.6%3,3000.8%Computer and TechnologyDOVDover$1,556,190$75,574 ▼-4.6%9,3280.8%IndustrialsTAT&T$1,491,122$4,123 ▼-0.3%52,8010.8%Computer and TechnologyPMPhilip Morris International$1,441,796$60,014 ▼-4.0%8,8890.8%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$1,404,668$8,884 ▲0.6%9,6450.7%ETFGSThe Goldman Sachs Group$1,391,2760.0%1,7470.7%FinanceNEENextEra Energy$1,295,2570.0%17,1580.7%UtilitiesXOMExxon Mobil$1,266,070$47,017 ▼-3.6%11,2290.7%EnergyXLKTechnology Select Sector SPDR Fund$1,242,4390.0%4,4080.7%ETFBINCiShares Flexible Income Active ETF$1,193,689$178,353 ▲17.6%22,4210.6%ETFGOOGAlphabet$1,185,3580.0%4,8670.6%Computer and TechnologyNEMNewmont$1,181,789$238,853 ▼-16.8%14,0170.6%Basic MaterialsXLEEnergy Select Sector SPDR Fund$1,176,518$99,882 ▼-7.8%13,1690.6%ETFIWFiShares Russell 1000 Growth ETF$1,107,474$19,676 ▲1.8%2,3640.6%ETFIBBiShares Biotechnology ETF$1,085,662$21,655 ▼-2.0%7,5200.6%FinanceDEDeere & Company$1,082,845$50,758 ▼-4.5%2,3680.6%IndustrialsIBMInternational Business Machines$983,267$564 ▲0.1%3,4850.5%Computer and TechnologyLLoews$912,746$20,078 ▼-2.2%9,0920.5%FinanceMOAltria Group$901,144$66 ▲0.0%13,6410.5%Consumer StaplesTSLATesla$891,664$4,002 ▼-0.4%2,0050.5%Auto/Tires/TrucksMLMMartin Marietta Materials$879,8710.0%1,3960.5%ConstructionPALANTIR TECHNOLOGIES INC$878,535$23,715 ▼-2.6%4,8160.5%CL AXLFFinancial Select Sector SPDR Fund$860,150$62,921 ▼-6.8%15,9670.5%ETFQQQInvesco QQQ$845,8230.0%1,4090.4%FinanceNOWServiceNow$845,737$13,804 ▼-1.6%9190.4%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$843,955$116,085 ▼-12.1%12,6210.4%ETFAVGOBroadcom$840,857$39,255 ▲4.9%2,5490.4%Computer and TechnologyLLYEli Lilly and Company$793,094$46,563 ▲6.2%1,0390.4%MedicalIJTiShares S&P Small-Cap 600 Growth ETF$780,3730.0%5,5150.4%ETFGMGeneral Motors$718,9200.0%11,7910.4%Auto/Tires/TrucksGEGE Aerospace$695,847$6,919 ▼-1.0%2,3130.4%AerospaceETREntergy$680,6600.0%7,3040.4%UtilitiesVZVerizon Communications$678,197$57,487 ▲9.3%15,4310.4%Computer and TechnologyMDLZMondelez International$674,3640.0%10,7950.4%Consumer StaplesAXPAmerican Express$673,9530.0%2,0290.4%FinancePEPPepsiCo$612,178$1,404 ▼-0.2%4,3590.3%Consumer StaplesIJKiShares S&P Mid-Cap 400 Growth ETF$604,1070.0%6,3000.3%ETFMRKMerck & Co., Inc.$602,430$18,548 ▲3.2%7,1780.3%MedicalCVXChevron$581,362$16,925 ▲3.0%3,7440.3%EnergyBABoeing$572,597$7,554 ▼-1.3%2,6530.3%AerospaceENBEnbridge$566,514$15,138 ▼-2.6%11,2270.3%EnergyUBERUber Technologies$559,4090.0%5,7100.3%Computer and TechnologyPANWPalo Alto Networks$537,760$244,140 ▲83.1%2,6410.3%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$532,7200.0%2,2230.3%FinanceALCCAltC Acquisition$526,224$237,214 ▼-31.1%4,7140.3%EnergyBLACKROCK INC$523,4760.0%4490.3%COMFDNFirst Trust Dow Jones Internet Index Fund$522,4610.0%1,8670.3%ETFFCXFreeport-McMoRan$476,915$198,453 ▲71.3%12,1600.2%Basic MaterialsGE VERNOVA INC$463,020$67,024 ▲16.9%7530.2%COMICEIntercontinental Exchange$460,1190.0%2,7310.2%FinanceNFLXNetflix$445,9980.0%3720.2%Consumer DiscretionaryNCLHNorwegian Cruise Line$445,803$98,520 ▲28.4%18,1000.2%Consumer DiscretionaryTMOThermo Fisher Scientific$417,7200.0%8610.2%MedicalVGTVanguard Information Technology ETF$415,8730.0%5570.2%ETFTGTXTG Therapeutics$403,878$14,450 ▲3.7%11,1800.2%MedicalHDHome Depot$391,559$78,636 ▲25.1%9660.2%Retail/WholesaleVDCVanguard Consumer Staples ETF$385,7830.0%1,8050.2%ETFCOPConocoPhillips$373,725$47,295 ▲14.5%3,9510.2%EnergyREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$372,424$157,794 ▲73.5%4,3640.2%ETFGBDCGolub Capital BDC$367,041$190,167 ▲107.5%26,8110.2%FinanceSRESempra Energy$361,7200.0%4,0200.2%UtilitiesRGTIRigetti Computing$357,420$357,420 ▲New Holding11,9980.2%Computer and TechnologyROPER TECHNOLOGIES INC$349,0830.0%7000.2%COMGLDSPDR Gold Shares$339,474$5,332 ▲1.6%9550.2%FinanceGSKGSK$323,8730.0%7,5040.2%MedicalFXHFirst Trust Health Care AlphaDEX Fund$322,598$52,743 ▼-14.1%2,9420.2%ETFPROSHARES TR$310,221$2,255 ▲0.7%6,8770.2%S&P 500 HIGH INCBARRICK MNG CORP$301,484$301,484 ▲New Holding9,2000.2%COM SHSSHELShell$298,1370.0%4,1680.2%EnergyVIGVanguard Dividend Appreciation ETF$294,5530.0%1,3650.2%ETFUTLUnitil$281,2250.0%5,8760.1%UtilitiesCCitigroup$276,891$3,045 ▲1.1%2,7280.1%Financial ServicesZSZscaler$269,6940.0%9000.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$268,560$1,018 ▲0.4%1,3190.1%ETFETEnergy Transfer$266,963$3,157 ▲1.2%15,5570.1%EnergyOTISOtis Worldwide$266,0610.0%2,9100.1%IndustrialsBDXBecton, Dickinson and Company$263,723$32,755 ▼-11.0%1,4090.1%MedicalMCDMcDonald's$262,865$1,519 ▼-0.6%8650.1%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$253,791$253,791 ▲New Holding2,4280.1%ETFNVONovo Nordisk A/S$243,157$76,687 ▲46.1%4,3820.1%MedicalShowing 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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