The Analysis of Signature Wealth Management Partners, LLC's Holdings
Currently, Signature Wealth Management Partners, LLC holds 120 types of securities in its portfolio with a total value $202.2M. In the most recent quarter, they have increased their positions in HYMB (+58.6K shares, valued at $1.5M), META (+1.8K shares, valued at $1.2M), IVW (+8.0K shares, valued at $988.8K); decreased their positions in PEG (-8.5K shares, valued at $682.5K), DOV (-2.7K shares, valued at $519.3K), VZ (-4.7K shares, valued at $189.7K); initiated new positions in HYMB (+58.6K shares, valued at $1.5M), DYNF (+14.9K shares, valued at $909.0K), ORCL (+3.4K shares, valued at $667.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVE ISHARES TR97.0K shares2.14%2025-12-312026-02-02
JAAA JANUS DETROIT STR TR310.9K shares4.92%2025-12-312026-02-02 JEPI J P MORGAN EXCHANGE TRADED F247.7K shares-0.06%2025-12-312026-02-02 IVW ISHARES TR112.0K shares7.72%2025-12-312026-02-02 AAPL APPLE INC49.7K shares-0.76%2025-12-312026-02-02 IYW ISHARES TR61.5K shares-1.03%2025-12-312026-02-02 AME AMETEK INC34.0K shares-0.31%2025-12-312026-02-02 MSFT MICROSOFT CORP11.4K shares7.57%2025-12-312026-02-02 AMZN AMAZON COM INC21.5K shares-2.75%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR7.0K shares-0.43%2025-12-312026-02-02 JPM JPMORGAN CHASE & CO.13.5K shares0.13%2025-12-312026-02-02 META META PLATFORMS INC6.4K shares39.63%2025-12-312026-02-02 ALPHABET INC ALPHABET INC11.6K shares-0.53%2025-12-312026-02-02 NVDA NVIDIA CORPORATION18.0K shares0.02%2025-12-312026-02-02 JNJ JOHNSON & JOHNSON12.6K shares-4.15%2025-12-312026-02-02 BK BANK NEW YORK MELLON CORP21.4K shares0.00%2025-12-312026-02-02 IVV ISHARES TR3.3K shares-0.78%2025-12-312026-02-02 RTX RTX CORPORATION10.2K shares-3.84%2025-12-312026-02-02 PEG PUBLIC SVC ENTERPRISE GRP IN19.1K shares-30.75%2025-12-312026-02-02 GS GOLDMAN SACHS GROUP INC1.7K shares0.00%2025-12-312026-02-02 CRWD CROWDSTRIKE HLDGS INC3.3K shares-1.39%2025-12-312026-02-02 ALPHABET INC ALPHABET INC4.8K shares-0.68%2025-12-312026-02-02 HYMB SPDR SERIES TRUST58.6K sharesnew addition2025-12-312026-02-02 ITOT ISHARES TR9.7K shares1.03%2025-12-312026-02-02 PM PHILIP MORRIS INTL INC8.9K shares0.48%2025-12-312026-02-02 NEE NEXTERA ENERGY INC17.2K shares0.00%2025-12-312026-02-02 NEM NEWMONT CORP13.7K shares-2.41%2025-12-312026-02-02 XOM EXXON MOBIL CORP11.2K shares-0.21%2025-12-312026-02-02 BINC BLACKROCK ETF TRUST II25.5K shares13.89%2025-12-312026-02-02 DOV DOVER CORP6.7K shares-28.52%2025-12-312026-02-02 T AT&T INC51.9K shares-1.63%2025-12-312026-02-02 XLK SELECT SECTOR SPDR TR8.8K shares100.00%2025-12-312026-02-02 IBB ISHARES TR7.5K shares0.00%2025-12-312026-02-02 IBM INTERNATIONAL BUSINESS MACHS4.0K shares13.46%2025-12-312026-02-02 XLE SELECT SECTOR SPDR TR25.7K shares95.52%2025-12-312026-02-02 LLY ELI LILLY & CO1.0K shares0.38%2025-12-312026-02-02 IWF ISHARES TR2.4K shares0.04%2025-12-312026-02-02 DE DEERE & CO2.3K shares-1.82%2025-12-312026-02-02 GM GENERAL MTRS CO11.6K shares-1.69%2025-12-312026-02-02 TSLA TESLA INC2.1K shares2.29%2025-12-312026-02-02 DYNF BLACKROCK ETF TRUST14.9K sharesnew addition2025-12-312026-02-02 BROADCOM INC BROADCOM INC2.6K shares0.43%2025-12-312026-02-02 XLF SELECT SECTOR SPDR TR16.0K shares0.26%2025-12-312026-02-02 L LOEWS CORP8.3K shares-9.13%2025-12-312026-02-02 MLM MARTIN MARIETTA MATLS INC1.4K shares0.00%2025-12-312026-02-02 PLTR PALANTIR TECHNOLOGIES INC4.9K shares1.52%2025-12-312026-02-02 FHLC FIDELITY COVINGTON TRUST10.7K shares-15.07%2025-12-312026-02-02 MO ALTRIA GROUP INC13.6K shares0.01%2025-12-312026-02-02 AXP AMERICAN EXPRESS CO2.0K shares0.00%2025-12-312026-02-02 IJT ISHARES TR5.2K shares-5.13%2025-12-312026-02-02 GE AEROSPACE GE AEROSPACE2.3K shares0.09%2025-12-312026-02-02 NOW SERVICENOW INC4.6K shares400.00%2025-12-312026-02-02 ETR ENTERGY CORP NEW7.3K shares0.00%2025-12-312026-02-02 ORCL ORACLE CORP3.4K sharesnew addition2025-12-312026-02-02 PEP PEPSICO INC4.4K shares0.00%2025-12-312026-02-02 FCX FREEPORT-MCMORAN INC12.3K shares1.02%2025-12-312026-02-02 IJK ISHARES TR6.3K shares0.00%2025-12-312026-02-02 CVX CHEVRON CORP NEW3.8K shares2.67%2025-12-312026-02-02 MDLZ MONDELEZ INTL INC10.8K shares-0.19%2025-12-312026-02-02 REGL PROSHARES TR6.8K shares54.97%2025-12-312026-02-02 GBDC GOLUB CAP BDC INC41.0K shares53.11%2025-12-312026-02-02 BA BOEING CO2.5K shares-5.09%2025-12-312026-02-02 NCLH NORWEGIAN CRUISE LINE HLDG L24.2K shares33.85%2025-12-312026-02-02 XLY SELECT SECTOR SPDR TR4.4K shares100.00%2025-12-312026-02-02 ENB ENBRIDGE INC11.1K shares-1.14%2025-12-312026-02-02 GEV GE VERNOVA INC783 shares3.98%2025-12-312026-02-02 FDN FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2025-12-312026-02-02 TMO THERMO FISHER SCIENTIFIC INC861 shares0.00%2025-12-312026-02-02 PANW PALO ALTO NETWORKS INC2.6K shares0.00%2025-12-312026-02-02 UBER UBER TECHNOLOGIES INC5.7K shares0.00%2025-12-312026-02-02 NFLX NETFLIX INC5.0K shares1236.02%2025-12-312026-02-02 VGT VANGUARD WORLD FD617 shares10.77%2025-12-312026-02-02 VZ VERIZON COMMUNICATIONS INC10.8K shares-30.18%2025-12-312026-02-02 ICE INTERCONTINENTAL EXCHANGE IN2.7K shares-0.88%2025-12-312026-02-02 CRWV COREWEAVE INC5.5K sharesnew addition2025-12-312026-02-02 GLD SPDR GOLD TR955 shares0.00%2025-12-312026-02-02 GSK PLC GSK PLC7.5K shares0.00%2025-12-312026-02-02 SRE SEMPRA4.0K shares0.00%2025-12-312026-02-02 VDC VANGUARD WORLD FD1.6K shares-11.86%2025-12-312026-02-02 FXH FIRST TR EXCHANGE TRADED FD2.9K shares0.00%2025-12-312026-02-02 NVO NOVO-NORDISK A S6.4K shares46.67%2025-12-312026-02-02 TGTX TG THERAPEUTICS INC10.8K shares-3.58%2025-12-312026-02-02 ISPY PROSHARES TR6.9K shares0.63%2025-12-312026-02-02 ROP ROPER TECHNOLOGIES INC700 shares0.00%2025-12-312026-02-02 SHEL SHELL PLC4.2K shares0.00%2025-12-312026-02-02 OKLO OKLO INC4.2K shares-10.82%2025-12-312026-02-02 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-12-312026-02-02 UTL UNITIL CORP5.9K shares0.00%2025-12-312026-02-02 IWD ISHARES TR1.3K shares0.45%2025-12-312026-02-02 RGTI RIGETTI COMPUTING INC12.3K shares2.67%2025-12-312026-02-02 MCD MCDONALDS CORP865 shares0.00%2025-12-312026-02-02 SPYG SPDR SERIES TRUST2.4K shares0.00%2025-12-312026-02-02 OTIS OTIS WORLDWIDE CORP2.9K shares0.00%2025-12-312026-02-02 BAC BANK AMERICA CORP4.5K shares0.00%2025-12-312026-02-02 CRM SALESFORCE INC936 shares0.00%2025-12-312026-02-02 OWL BLUE OWL CAPITAL INC16.6K sharesnew addition2025-12-312026-02-02 HD HOME DEPOT INC717 shares-25.78%2025-12-312026-02-02 FHEQ FIDELITY GREENWOOD STREET TR8.0K sharesnew addition2025-12-312026-02-02 BDX BECTON DICKINSON & CO1.2K shares-11.36%2025-12-312026-02-02 JMUB J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2025-12-312026-02-02 COP CONOCOPHILLIPS2.5K shares-37.97%2025-12-312026-02-02 PSX PHILLIPS 661.8K shares0.00%2025-12-312026-02-02 CRSP CRISPR THERAPEUTICS AG4.3K sharesnew addition2025-12-312026-02-02 TRV TRAVELERS COMPANIES INC763 shares0.00%2025-12-312026-02-02 AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-02-02 WMT WALMART INC1.9K sharesnew addition2025-12-312026-02-02 IWB ISHARES TR570 shares0.00%2025-12-312026-02-02 JEPQ J P MORGAN EXCHANGE TRADED F3.5K sharesnew addition2025-12-312026-02-02 ZS ZSCALER INC900 shares0.00%2025-12-312026-02-02 CEG CONSTELLATION ENERGY CORP570 sharesnew addition2025-12-312026-02-02 PFD FLAHERTY & CRUMRINE PFD INCO14.4K shares0.00%2025-12-312026-02-02 NVTS NAVITAS SEMICONDUCTOR CORP17.3K shares0.00%2025-12-312026-02-02 COTY COTY INC13.0K shares0.00%2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available