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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 $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

Apple
$12,744,679

Largest New Holdings this Quarter

76655K103 - Rigetti Computing
$357,420 Holding
06849F108 - BARRICK MNG CORP
$301,484 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF
$253,791 Holding
464287622 - iShares Russell 1000 ETF
$208,324 Holding
33738R605 - 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 Time

Map of 500 Largest Holdings ofSignature Wealth Management Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$19,615,828$83,430 0.4%94,98710.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$15,048,644$787,090 5.5%296,3507.9%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$14,151,730$583,448 4.3%247,8417.4%ETF
Apple Inc. stock logo
AAPL
Apple
$12,744,679$119,166 -0.9%50,0526.7%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$12,546,725$295,645 2.4%103,9326.6%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$12,179,188$561,140 -4.4%62,1836.4%Manufacturing
AMETEK, Inc. stock logo
AME
AMETEK
$6,402,3400.0%34,0553.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$5,474,544$588,889 12.1%10,5702.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,861,499$18,005 0.4%22,1412.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,693,3320.0%7,0452.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,266,833$41,006 1.0%13,5272.2%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,369,075$20,566 -0.6%4,5871.8%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,356,051$34,145 -1.0%17,9871.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,840,402$37,438 1.3%11,6841.5%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,431,340$10,754 -0.4%13,1131.3%Medical
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$2,328,316$14,382 0.6%21,3691.2%Finance
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$2,306,9180.0%27,6411.2%Utilities
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,223,754$8,700 0.4%3,3231.2%ETF
RTX Corporation stock logo
RTX
RTX
$1,769,052$16,733 -0.9%10,5720.9%Aerospace
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,702,278$301,644 21.5%3,3860.9%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$1,618,254$232,440 -12.6%3,3000.8%Computer and Technology
Dover Corporation stock logo
DOV
Dover
$1,556,190$75,574 -4.6%9,3280.8%Industrials
AT&T Inc. stock logo
T
AT&T
$1,491,122$4,123 -0.3%52,8010.8%Computer and Technology
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,441,796$60,014 -4.0%8,8890.8%Consumer Staples
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,404,668$8,884 0.6%9,6450.7%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,391,2760.0%1,7470.7%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,295,2570.0%17,1580.7%Utilities
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,266,070$47,017 -3.6%11,2290.7%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,242,4390.0%4,4080.7%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$1,193,689$178,353 17.6%22,4210.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,185,3580.0%4,8670.6%Computer and Technology
Newmont Corporation stock logo
NEM
Newmont
$1,181,789$238,853 -16.8%14,0170.6%Basic Materials
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,176,518$99,882 -7.8%13,1690.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,107,474$19,676 1.8%2,3640.6%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,085,662$21,655 -2.0%7,5200.6%Finance
Deere & Company stock logo
DE
Deere & Company
$1,082,845$50,758 -4.5%2,3680.6%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$983,267$564 0.1%3,4850.5%Computer and Technology
Loews Corporation stock logo
L
Loews
$912,746$20,078 -2.2%9,0920.5%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$901,144$66 0.0%13,6410.5%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$891,664$4,002 -0.4%2,0050.5%Auto/Tires/Trucks
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$879,8710.0%1,3960.5%Construction
PALANTIR TECHNOLOGIES INC
$878,535$23,715 -2.6%4,8160.5%CL A
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$860,150$62,921 -6.8%15,9670.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$845,8230.0%1,4090.4%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$845,737$13,804 -1.6%9190.4%Computer and Technology
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$843,955$116,085 -12.1%12,6210.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$840,857$39,255 4.9%2,5490.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$793,094$46,563 6.2%1,0390.4%Medical
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$780,3730.0%5,5150.4%ETF
General Motors Company stock logo
GM
General Motors
$718,9200.0%11,7910.4%Auto/Tires/Trucks
GE Aerospace stock logo
GE
GE Aerospace
$695,847$6,919 -1.0%2,3130.4%Aerospace
Entergy Corporation stock logo
ETR
Entergy
$680,6600.0%7,3040.4%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$678,197$57,487 9.3%15,4310.4%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$674,3640.0%10,7950.4%Consumer Staples
American Express Company stock logo
AXP
American Express
$673,9530.0%2,0290.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$612,178$1,404 -0.2%4,3590.3%Consumer Staples
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$604,1070.0%6,3000.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$602,430$18,548 3.2%7,1780.3%Medical
Chevron Corporation stock logo
CVX
Chevron
$581,362$16,925 3.0%3,7440.3%Energy
The Boeing Company stock logo
BA
Boeing
$572,597$7,554 -1.3%2,6530.3%Aerospace
Enbridge Inc stock logo
ENB
Enbridge
$566,514$15,138 -2.6%11,2270.3%Energy
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$559,4090.0%5,7100.3%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$537,760$244,140 83.1%2,6410.3%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$532,7200.0%2,2230.3%Finance
AltC Acquisition Corp. stock logo
ALCC
AltC Acquisition
$526,224$237,214 -31.1%4,7140.3%Energy
BLACKROCK INC
$523,4760.0%4490.3%COM
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$522,4610.0%1,8670.3%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$476,915$198,453 71.3%12,1600.2%Basic Materials
GE VERNOVA INC
$463,020$67,024 16.9%7530.2%COM
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$460,1190.0%2,7310.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$445,9980.0%3720.2%Consumer Discretionary
Norwegian Cruise Line Holdings Ltd. stock logo
NCLH
Norwegian Cruise Line
$445,803$98,520 28.4%18,1000.2%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$417,7200.0%8610.2%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$415,8730.0%5570.2%ETF
TG Therapeutics, Inc. stock logo
TGTX
TG Therapeutics
$403,878$14,450 3.7%11,1800.2%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$391,559$78,636 25.1%9660.2%Retail/Wholesale
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$385,7830.0%1,8050.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$373,725$47,295 14.5%3,9510.2%Energy
ProShares S&P MidCap 400 Dividend Aristocrats ETF stock logo
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
$372,424$157,794 73.5%4,3640.2%ETF
Golub Capital BDC, Inc. stock logo
GBDC
Golub Capital BDC
$367,041$190,167 107.5%26,8110.2%Finance
Sempra Energy stock logo
SRE
Sempra Energy
$361,7200.0%4,0200.2%Utilities
Rigetti Computing, Inc. stock logo
RGTI
Rigetti Computing
$357,420$357,420 New Holding11,9980.2%Computer and Technology
ROPER TECHNOLOGIES INC
$349,0830.0%7000.2%COM
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$339,474$5,332 1.6%9550.2%Finance
GSK PLC Sponsored ADR stock logo
GSK
GSK
$323,8730.0%7,5040.2%Medical
First Trust Health Care AlphaDEX Fund stock logo
FXH
First Trust Health Care AlphaDEX Fund
$322,598$52,743 -14.1%2,9420.2%ETF
PROSHARES TR
$310,221$2,255 0.7%6,8770.2%S&P 500 HIGH INC
BARRICK MNG CORP
$301,484$301,484 New Holding9,2000.2%COM SHS
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$298,1370.0%4,1680.2%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$294,5530.0%1,3650.2%ETF
Unitil Corporation stock logo
UTL
Unitil
$281,2250.0%5,8760.1%Utilities
Citigroup Inc. stock logo
C
Citigroup
$276,891$3,045 1.1%2,7280.1%Financial Services
Zscaler, Inc. stock logo
ZS
Zscaler
$269,6940.0%9000.1%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$268,560$1,018 0.4%1,3190.1%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$266,963$3,157 1.2%15,5570.1%Energy
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$266,0610.0%2,9100.1%Industrials
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$263,723$32,755 -11.0%1,4090.1%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$262,865$1,519 -0.6%8650.1%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$253,791$253,791 New Holding2,4280.1%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$243,157$76,687 46.1%4,3820.1%Medical

Showing largest 100 holdings. View all holdings.
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