Signature Wealth Management Partners

Signature Wealth Management Partners as of March 31, 2022

Portfolio Holdings for Signature Wealth Management Partners

Signature Wealth Management Partners holds 113 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 8.9 $10M 60k 174.60
Ishares Tr U.s. Tech Etf (IYW) 7.3 $8.6M 83k 103.04
Ishares Tr S&p 500 Val Etf (IVE) 5.4 $6.3M 40k 155.73
Ametek (AME) 4.6 $5.3M 40k 133.19
Ishares Tr S&p 500 Grwt Etf (IVW) 4.1 $4.9M 64k 76.38
Amazon (AMZN) 2.9 $3.4M 1.0k 3259.54
Microsoft Corporation (MSFT) 2.8 $3.3M 11k 308.30
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $3.2M 7.0k 451.65
JPMorgan Chase & Co. (JPM) 2.4 $2.8M 21k 136.30
Johnson & Johnson (JNJ) 2.3 $2.7M 15k 177.24
Columbia Etf Tr I Diversifid Fxd (DIAL) 2.0 $2.3M 118k 19.49
Exxon Mobil Corporation (XOM) 1.7 $2.0M 24k 82.59
Public Service Enterprise (PEG) 1.7 $2.0M 29k 69.99
Becton, Dickinson and (BDX) 1.5 $1.8M 6.8k 266.06
Dover Corporation (DOV) 1.4 $1.7M 11k 156.86
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.6M 590.00 2781.36
Ishares Tr Ishares Biotech (IBB) 1.4 $1.6M 13k 130.32
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.5M 3.4k 453.80
Ishares Tr S&P SML 600 GWT (IJT) 1.3 $1.5M 12k 125.11
Deere & Company (DE) 1.3 $1.5M 3.6k 415.41
Fidelity Covington Trust Msci Hlth Care I (FHLC) 1.2 $1.4M 21k 65.65
At&t (T) 1.1 $1.3M 57k 23.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.1 $1.3M 7.0k 185.06
Merck & Co (MRK) 1.1 $1.3M 15k 82.06
Philip Morris International (PM) 1.1 $1.2M 13k 93.92
Verizon Communications (VZ) 1.0 $1.2M 23k 50.95
Nextera Energy (NEE) 0.9 $1.1M 13k 84.72
Meta Platforms Cl A (META) 0.9 $1.1M 4.9k 222.41
Bank of New York Mellon Corporation (BK) 0.9 $1.1M 21k 49.63
Chevron Corporation (CVX) 0.9 $1.0M 6.4k 162.83
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.8 $981k 20k 49.81
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $971k 19k 50.25
First Tr Exchange-traded Dj Internt Idx (FDN) 0.8 $963k 5.1k 187.98
Raytheon Technologies Corp (RTX) 0.8 $895k 9.0k 99.04
Abbvie (ABBV) 0.7 $879k 5.4k 162.12
Intel Corporation (INTC) 0.7 $847k 17k 49.54
Select Sector Spdr Tr Technology (XLK) 0.7 $837k 5.3k 158.97
Pepsi (PEP) 0.7 $814k 4.9k 167.28
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $806k 8.0k 100.98
Spdr Gold Tr Gold Shs (GLD) 0.7 $797k 4.4k 180.56
Boeing Company (BA) 0.7 $784k 4.1k 191.50
Martin Marietta Materials (MLM) 0.7 $768k 2.0k 384.77
Walt Disney Company (DIS) 0.6 $757k 5.5k 137.19
Pfizer (PFE) 0.6 $737k 14k 51.80
Altria (MO) 0.6 $734k 14k 52.26
Lockheed Martin Corporation (LMT) 0.6 $730k 1.7k 441.35
Loews Corporation (L) 0.6 $718k 11k 64.80
Roper Industries (ROP) 0.6 $708k 1.5k 472.00
Lumen Technologies (LUMN) 0.6 $702k 62k 11.28
Select Sector Spdr Tr Financial (XLF) 0.6 $660k 17k 38.34
Mondelez Intl Cl A (MDLZ) 0.6 $646k 10k 62.82
General Electric Com New (GE) 0.5 $630k 6.9k 91.54
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.5 $607k 6.5k 93.47
Alphabet Cap Stk Cl C (GOOG) 0.5 $600k 215.00 2790.70
Intercontinental Exchange (ICE) 0.5 $581k 4.4k 132.05
Select Sector Spdr Tr Energy (XLE) 0.5 $562k 7.3k 76.50
International Business Machines (IBM) 0.5 $548k 4.2k 130.04
Thermo Fisher Scientific (TMO) 0.5 $532k 900.00 591.11
Delta Air Lines Inc Del Com New (DAL) 0.4 $515k 13k 39.58
Lightning Emotors 0.4 $505k 89k 5.70
Ishares Tr S&p Mc 400gr Etf (IJK) 0.4 $487k 6.3k 77.30
Citigroup Com New (C) 0.4 $483k 9.1k 53.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $479k 1.7k 277.36
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.4 $452k 9.5k 47.63
Entergy Corporation (ETR) 0.4 $439k 3.8k 116.76
Sempra Energy (SRE) 0.4 $414k 2.5k 168.29
Glaxosmithkline Sponsored Adr 0.3 $409k 9.4k 43.59
Uber Technologies (UBER) 0.3 $386k 11k 35.71
Air Products & Chemicals (APD) 0.3 $386k 1.5k 249.84
First Tr Exchange Traded Hlth Care Alph (FXH) 0.3 $376k 3.3k 114.63
Magellan Midstream Prtnrs Com Unit Rp Lp 0.3 $375k 7.6k 49.06
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.3 $366k 88k 4.17
Servicenow (NOW) 0.3 $362k 650.00 556.92
CVS Caremark Corporation (CVS) 0.3 $359k 3.5k 101.33
American Express Company (AXP) 0.3 $355k 1.9k 187.24
Transmedics Group (TMDX) 0.3 $329k 12k 26.97
Kraft Heinz (KHC) 0.3 $326k 8.3k 39.35
Goldman Sachs (GS) 0.3 $322k 975.00 330.26
McDonald's Corporation (MCD) 0.3 $311k 1.3k 247.41
Simon Property (SPG) 0.3 $308k 2.3k 131.57
Dow (DOW) 0.3 $305k 4.8k 63.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $300k 850.00 352.94
General Motors Company (GM) 0.3 $297k 6.8k 43.81
Unitil Corporation (UTL) 0.2 $293k 5.9k 49.86
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $287k 7.9k 36.38
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $286k 3.7k 77.51
Medtronic SHS (MDT) 0.2 $286k 2.6k 110.90
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $283k 2.6k 107.77
Zoom Video Communications In Cl A (ZM) 0.2 $272k 2.3k 117.19
Ishares Tr Us Telecom Etf (IYZ) 0.2 $254k 8.5k 29.90
NVIDIA Corporation (NVDA) 0.2 $253k 926.00 273.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $249k 22k 11.18
Gilead Sciences (GILD) 0.2 $245k 4.1k 59.54
Otis Worldwide Corp (OTIS) 0.2 $243k 3.2k 76.85
Etf Managers Tr Etfmg Altr Hrvst 0.2 $241k 23k 10.39
Teladoc (TDOC) 0.2 $235k 3.3k 72.22
Shell Spon Ads (SHEL) 0.2 $234k 4.3k 54.84
Cognizant Technology Solutio Cl A (CTSH) 0.2 $234k 2.6k 89.48
Tesla Motors (TSLA) 0.2 $232k 215.00 1079.07
First Tr Exchange-traded Nasdaq Transn (FTXR) 0.2 $229k 7.1k 32.28
Exelon Corporation (EXC) 0.2 $220k 4.6k 47.57
Crowdstrike Hldgs Cl A (CRWD) 0.2 $219k 966.00 226.71
Southern Company (SO) 0.2 $219k 3.0k 72.66
Carrier Global Corporation (CARR) 0.2 $216k 4.7k 45.96
British Amern Tob Sponsored Adr (BTI) 0.2 $215k 5.1k 42.16
ConocoPhillips (COP) 0.2 $212k 2.1k 100.14
Flaherty & Crumrine Pref. Income (PFD) 0.2 $199k 14k 13.87
Canopy Gro 0.1 $152k 20k 7.58
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $149k 14k 10.73
Coty Com Cl A (COTY) 0.1 $142k 16k 8.96
Fuelcell Energy (FCEL) 0.1 $73k 13k 5.75
Biotricity 0.1 $61k 27k 2.27
Adma Biologics (ADMA) 0.0 $19k 10k 1.83