Signature Wealth Management Partners, LLC Top Holdings and 13F Report (2024) → Did Intel Just Dethrone Nvidia? (From Chaikin Analytics) (Ad) About Signature Wealth Management Partners, LLCInvestment ActivitySignature Wealth Management Partners, LLC has $122.87 million in total holdings as of March 31, 2024.Signature Wealth Management Partners, LLC owns shares of 101 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 5.26% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Partners, LLC has purchased 95 new stocks and bought additional shares in 22 stocks.Signature Wealth Management Partners, LLC sold shares of 45 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 500 Value ETF $10,368,888JPMorgan Equity Premium Income ETF $9,037,276Apple $8,721,068iShares U.S. Technology ETF $8,704,113iShares S&P 500 Growth ETF $8,053,182 Largest New Holdings this Quarter Janus Henderson AAA CLO ETF $1,723,750 HoldingVanguard Consumer Staples ETF $370,514 HoldingDevon Energy $318,643 HoldingNewmont $267,008 HoldingTravelers Companies $230,140 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 33,972 shares (about $1.72M)JPMorgan Equity Premium Income ETF 12,486 shares (about $722.44K)iShares S&P 500 Value ETF 3,201 shares (about $597.98K)Vanguard Consumer Staples ETF 1,815 shares (about $370.51K)Devon Energy 6,350 shares (about $318.64K) Largest Sales this Quarter JPMorgan Chase & Co. 6,442 shares (about $1.29M)Microsoft 1,235 shares (about $519.59K)First Trust Dow Jones Internet Index Fund 2,321 shares (about $476.01K)Apple 2,067 shares (about $354.45K)AMETEK 1,858 shares (about $339.83K) 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$10,368,888$597,979 ▲6.1%55,5058.4%ETFJEPIJPMorgan Equity Premium Income ETF$9,037,276$722,441 ▲8.7%156,1927.4%ETFAAPLApple$8,721,068$354,447 ▼-3.9%50,8587.1%Computer and TechnologyIYWiShares U.S. Technology ETF$8,704,113$69,826 ▲0.8%64,4467.1%ManufacturingIVWiShares S&P 500 Growth ETF$8,053,182$85,284 ▼-1.0%95,3726.6%ETFAMEAMETEK$6,256,643$339,828 ▼-5.2%34,2085.1%Computer and TechnologyAMZNAmazon.com$3,928,135$11,725 ▼-0.3%21,7773.2%Retail/WholesaleMSFTMicrosoft$3,784,355$519,586 ▼-12.1%8,9953.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,651,029$52,307 ▲1.5%6,9803.0%FinanceJPMJPMorgan Chase & Co.$2,767,027$1,290,371 ▼-31.8%13,8142.3%FinanceMETAMeta Platforms$2,058,883$152,474 ▼-6.9%4,2401.7%Computer and TechnologyDOVDover$1,871,304$28,528 ▼-1.5%10,5611.5%Industrial ProductsFHLCFidelity MSCI Health Care Index ETF$1,835,555$47,373 ▲2.6%26,3091.5%ETFJAAAJanus Henderson AAA CLO ETF$1,723,750$1,723,750 ▲New Holding33,9721.4%ETFGOOGLAlphabet$1,694,491$1,811 ▲0.1%11,2271.4%Computer and TechnologyIBBiShares Biotechnology ETF$1,616,177$29,228 ▼-1.8%11,7781.3%FinanceXLEEnergy Select Sector SPDR Fund$1,481,482$39,652 ▲2.8%15,6921.2%ETFXOMExxon Mobil$1,480,200$39,522 ▲2.7%12,7341.2%Oils/EnergyIVViShares Core S&P 500 ETF$1,440,802$82,527 ▼-5.4%2,7411.2%ETFBRK.BBerkshire Hathaway$1,296,884$210,260 ▼-14.0%3,0841.1%FinanceDEDeere & Company$1,228,113$20,537 ▼-1.6%2,9901.0%Industrial ProductsBKBank of New York Mellon$1,223,676$7,318 ▼-0.6%21,2371.0%FinanceTAT&T$1,217,428$9,258 ▼-0.8%69,1721.0%Computer and TechnologyRTXRTX$1,121,658$42,522 ▲3.9%11,5010.9%AerospaceJNJJohnson & Johnson$1,118,967$4,430 ▲0.4%7,0730.9%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,074,0720.0%9,3150.9%ETFMRKMerck & Co., Inc.$993,452$94,080 ▼-8.7%7,5290.8%MedicalCVXChevron$917,7310.0%5,8180.7%Oils/EnergyXLKTechnology Select Sector SPDR Fund$906,5990.0%4,3530.7%ETFPMPhilip Morris International$891,7370.0%9,7330.7%Consumer StaplesMLMMartin Marietta Materials$857,060$105,598 ▼-11.0%1,3960.7%ConstructionIWFiShares Russell 1000 Growth ETF$854,203$337 ▲0.0%2,5340.7%ETFNVDANVIDIA$831,102$42,458 ▲5.4%9200.7%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$828,933$23,882 ▼-2.8%19,6800.7%ETFPEPPepsiCo$817,122$26,252 ▲3.3%4,6690.7%Consumer StaplesLLoews$779,534$25,366 ▼-3.2%9,9570.6%FinanceGOOGAlphabet$755,666$46,135 ▲6.5%4,9630.6%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$723,8520.0%5,5370.6%ETFBDXBecton, Dickinson and Company$723,296$172,967 ▼-19.3%2,9230.6%MedicalVZVerizon Communications$698,600$3,105 ▲0.4%16,6490.6%Computer and TechnologyMDLZMondelez International$689,010$24,710 ▼-3.5%9,8430.6%Consumer StaplesIBMInternational Business Machines$684,159$80,770 ▼-10.6%3,5830.6%Computer and TechnologyGSThe Goldman Sachs Group$645,331$31,327 ▼-4.6%1,5450.5%FinanceBABoeing$624,516$254,940 ▼-29.0%3,2360.5%AerospaceMOAltria Group$618,052$7,721 ▼-1.2%14,1690.5%Consumer StaplesXLYConsumer Discretionary Select Sector SPDR Fund$613,641$2,574 ▼-0.4%3,3370.5%FinancePEGPublic Service Enterprise Group$587,263$6,678 ▼-1.1%8,7940.5%UtilitiesIJKiShares S&P Mid-Cap 400 Growth ETF$574,8750.0%6,3000.5%ETFNEENextEra Energy$570,077$79,887 ▲16.3%8,9200.5%UtilitiesGMGeneral Motors$560,109$2,086 ▼-0.4%12,3510.5%Auto/Tires/TrucksCRWDCrowdStrike$544,041$33,021 ▲6.5%1,6970.4%Computer and TechnologyROPRoper Technologies$510,9250.0%9110.4%Computer and TechnologyTMOThermo Fisher Scientific$500,286$1,743 ▼-0.3%8610.4%MedicalPFEPfizer$496,642$13,875 ▼-2.7%17,8970.4%MedicalQQQInvesco QQQ$495,246$3,998 ▲0.8%1,1150.4%FinanceAXPAmerican Express$494,3150.0%2,1710.4%FinanceUBERUber Technologies$493,506$17,323 ▼-3.4%6,4100.4%Computer and TechnologyFDNFirst Trust Dow Jones Internet Index Fund$457,351$476,014 ▼-51.0%2,2300.4%ETFDOWDOW$456,836$52,137 ▲12.9%7,8860.4%Basic MaterialsGEGeneral Electric$455,556$15,097 ▼-3.2%2,5950.4%TransportationAMRXAmneal Pharmaceuticals$403,9960.0%66,6660.3%MedicalICEIntercontinental Exchange$403,9070.0%2,9390.3%FinanceGLDSPDR Gold Shares$397,862$15,429 ▼-3.7%1,9340.3%FinanceETREntergy$397,3570.0%3,7600.3%UtilitiesNOWServiceNow$381,2000.0%5000.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$374,693$2,542 ▼-0.7%3,3900.3%ETFVDCVanguard Consumer Staples ETF$370,514$370,514 ▲New Holding1,8150.3%ETFAPDAir Products and Chemicals$369,638$727 ▲0.2%1,5260.3%Basic MaterialsFXHFirst Trust Health Care AlphaDEX Fund$357,652$329 ▼-0.1%3,2640.3%ETFENBEnbridge$355,541$75,978 ▲27.2%9,8270.3%Oils/EnergyBACBank of America$351,518$22,752 ▼-6.1%9,2700.3%FinanceETEnergy Transfer$344,563$5,238 ▲1.5%21,9050.3%Oils/EnergyBLKBlackRock$342,651$3,335 ▼-1.0%4110.3%FinanceFFord Motor$341,390$22,550 ▼-6.2%25,7070.3%Auto/Tires/TrucksGSKGSK$321,6960.0%7,5040.3%MedicalDVNDevon Energy$318,643$318,643 ▲New Holding6,3500.3%Oils/EnergyUTLUnitil$307,6090.0%5,8760.3%UtilitiesHDHome Depot$294,745$72,535 ▼-19.7%7680.2%Retail/WholesaleVGTVanguard Information Technology ETF$292,0570.0%5570.2%ETFOTISOtis Worldwide$288,8760.0%2,9100.2%ConstructionSRESempra$288,7570.0%4,0200.2%UtilitiesPSXPhillips 66$288,295$5,717 ▼-1.9%1,7650.2%Oils/EnergySHELShell$279,4230.0%4,1680.2%Oils/EnergyNEMNewmont$267,008$267,008 ▲New Holding7,4500.2%Basic MaterialsFVFirst Trust Dorsey Wright Focus 5 ETF$245,916$42,579 ▼-14.8%4,2970.2%ManufacturingMCDMcDonald's$243,887$15,789 ▼-6.1%8650.2%Retail/WholesaleAMDAdvanced Micro Devices$243,481$17,688 ▼-6.8%1,3490.2%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$233,7930.0%2,8630.2%ETFTRVTravelers Companies$230,140$230,140 ▲New Holding1,0000.2%FinanceNFLXNetflix$225,927$225,927 ▲New Holding3720.2%Consumer DiscretionaryREGNRegeneron Pharmaceuticals$224,2600.0%2330.2%MedicalCOPConocoPhillips$216,503$216,503 ▲New Holding1,7010.2%Oils/EnergyFCXFreeport-McMoRan$216,292$216,292 ▲New Holding4,6000.2%Basic MaterialsNXPINXP Semiconductors$210,605$210,605 ▲New Holding8500.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$207,829$65,424 ▼-23.9%2,1220.2%FinancePANWPalo Alto Networks$202,0160.0%7110.2%Computer and TechnologyCARRCarrier Global$200,549$200,549 ▲New Holding3,4500.2%Computer and TechnologyCOTYCoty$179,389$2,392 ▼-1.3%14,9990.1%Consumer StaplesTGTXTG Therapeutics$163,9640.0%10,7800.1%MedicalADMAADMA Biologics$67,3200.0%10,2000.1%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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