Signature Wealth Management Partners

Signature Wealth Management Partners as of Dec. 31, 2020

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 93 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Ishs 1-5yr Invs (IGSB) 7.9 $7.9M 142k 55.17
Apple (AAPL) 7.4 $7.4M 56k 132.69
Ishares Tr U.s. Tech Etf (IYW) 6.7 $6.7M 79k 85.09
Ishares Tr S&p 500 Val Etf (IVE) 4.9 $4.9M 38k 128.01
Ametek (AME) 4.5 $4.6M 38k 120.94
Columbia Etf Tr I Diversifid Fxd (DIAL) 3.8 $3.8M 170k 22.09
Ishares Tr S&p 500 Grwt Etf (IVW) 3.6 $3.6M 56k 63.82
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 3.2 $3.2M 63k 50.58
At&t (T) 2.7 $2.7M 93k 28.75
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $2.6M 7.0k 373.83
Amazon (AMZN) 2.5 $2.5M 754.00 3257.29
Ishares Tr Nasdaq Biotech (IBB) 2.2 $2.2M 14k 151.52
JPMorgan Chase & Co. (JPM) 2.0 $2.0M 16k 127.08
Microsoft Corporation (MSFT) 1.9 $1.9M 8.6k 222.38
First Tr Exchange-traded Dj Internt Idx (FDN) 1.6 $1.6M 7.8k 212.20
Ishares Tr S&P SML 600 GWT (IJT) 1.6 $1.6M 14k 114.16
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.5 $1.5M 30k 50.79
Dover Corporation (DOV) 1.5 $1.5M 12k 126.21
Johnson & Johnson (JNJ) 1.3 $1.3M 8.5k 157.40
Deere & Company (DE) 1.3 $1.3M 4.8k 269.09
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.3M 7.1k 178.39
Philip Morris International (PM) 1.3 $1.3M 15k 82.80
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $1.1M 7.0k 160.78
Becton, Dickinson and (BDX) 1.0 $998k 4.0k 250.19
Ishares Tr Core S&p500 Etf (IVV) 1.0 $952k 2.5k 375.39
Bank of New York Mellon Corporation (BK) 0.9 $901k 21k 42.43
General Electric Company 0.9 $901k 84k 10.80
Boeing Company (BA) 0.9 $887k 4.1k 214.04
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.9 $870k 15k 57.77
Walt Disney Company (DIS) 0.8 $835k 4.6k 181.29
Intel Corporation (INTC) 0.8 $785k 16k 49.84
Alphabet Cap Stk Cl A (GOOGL) 0.8 $761k 434.00 1753.46
Raytheon Technologies Corp (RTX) 0.8 $754k 11k 71.48
Merck & Co (MRK) 0.7 $719k 8.8k 81.81
Pepsi (PEP) 0.7 $699k 4.7k 148.22
Select Sector Spdr Tr Technology (XLK) 0.7 $698k 5.4k 130.05
Martin Marietta Materials (MLM) 0.7 $676k 2.4k 284.03
Abbvie (ABBV) 0.7 $656k 6.1k 107.08
Roper Industries (ROP) 0.6 $647k 1.5k 431.33
Verizon Communications (VZ) 0.6 $643k 11k 58.72
Altria (MO) 0.6 $589k 14k 41.01
Intercontinental Exchange (ICE) 0.6 $582k 5.1k 115.25
Mondelez Intl Cl A (MDLZ) 0.6 $582k 9.9k 58.50
Select Sector Spdr Tr Energy (XLE) 0.6 $563k 15k 37.93
Coca-Cola Company (KO) 0.5 $549k 10k 54.80
Dow (DOW) 0.5 $536k 9.7k 55.51
Pfizer (PFE) 0.5 $511k 14k 36.80
Public Service Enterprise (PEG) 0.5 $507k 8.7k 58.32
Loews Corporation (L) 0.5 $500k 11k 45.06
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $480k 2.0k 241.33
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $476k 7.0k 67.91
International Business Machines (IBM) 0.5 $469k 3.7k 125.80
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.5 $466k 16k 29.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $466k 5.4k 86.31
Ishares Tr S&p Mc 400gr Etf (IJK) 0.5 $455k 6.3k 72.22
Lockheed Martin Corporation (LMT) 0.4 $415k 1.2k 355.31
Chevron Corporation (CVX) 0.4 $403k 4.8k 84.38
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.4 $401k 88k 4.57
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $390k 3.3k 118.11
Entergy Corporation (ETR) 0.4 $375k 3.8k 99.73
American Express Company (AXP) 0.4 $374k 3.1k 120.80
Thermo Fisher Scientific (TMO) 0.4 $373k 800.00 466.25
First Tr Exchange Traded Hlth Care Alph (FXH) 0.4 $351k 3.3k 107.83
Glaxosmithkline Sponsored Adr 0.3 $345k 9.4k 36.77
Coty Com Cl A (COTY) 0.3 $338k 48k 7.02
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $324k 3.5k 92.02
Sempra Energy (SRE) 0.3 $313k 2.5k 127.24
Boston Scientific Corporation (BSX) 0.3 $313k 8.7k 35.95
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.3 $312k 7.7k 40.41
Kraft Heinz (KHC) 0.3 $297k 8.6k 34.64
Smiledirectclub Cl A Com (SDCCQ) 0.3 $293k 25k 11.94
Zoom Video Communications In Cl A (ZM) 0.3 $284k 841.00 337.69
Servicenow (NOW) 0.3 $275k 500.00 550.00
Delta Air Lines Inc Del Com New (DAL) 0.3 $275k 6.8k 40.27
Biogen Idec (BIIB) 0.3 $269k 1.1k 244.99
Exxon Mobil Corporation (XOM) 0.3 $269k 6.5k 41.29
Unitil Corporation (UTL) 0.3 $260k 5.9k 44.24
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $260k 6.8k 38.44
Ishares Tr Us Telecom Etf (IYZ) 0.3 $257k 8.5k 30.25
Paypal Holdings (PYPL) 0.2 $246k 1.1k 234.29
Medtronic SHS (MDT) 0.2 $241k 2.1k 116.93
Goldman Sachs (GS) 0.2 $237k 900.00 263.33
Alphabet Cap Stk Cl C (GOOG) 0.2 $235k 134.00 1753.73
CVS Caremark Corporation (CVS) 0.2 $232k 3.4k 68.38
Gilead Sciences (GILD) 0.2 $228k 3.9k 58.24
Cognizant Technology Solutio Cl A (CTSH) 0.2 $217k 2.7k 81.76
McDonald's Corporation (MCD) 0.2 $217k 1.0k 214.64
Otis Worldwide Corp (OTIS) 0.2 $214k 3.2k 67.68
Carrier Global Corporation (CARR) 0.2 $201k 5.3k 37.75
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.2 $192k 23k 8.22
Teva Pharmaceutical Inds Sponsored Ads (TEVA) 0.2 $168k 17k 9.66
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $127k 21k 6.18
Onconova Therapeutics Com Par 0.0 $12k 25k 0.48