Signature Wealth Management Partners, LLC Purchases in Q2 2025

Signature Wealth Management Partners, LLC

  • $172 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
10.4K
+ 12.29%
$168.34 - $195.42 $1.74M - $2.02M
94.6K $18.5M
IYW
Ishares Dj Us Tech ETF

ETFs
496
+ 0.77%
$122.57 - $173.27 $60.8K - $85.9K
65K $11.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34.3K
+ 13.93%
$49.79 - $50.75 $1.71M - $1.74M
281K $14.3M
PEG
Public Service Enterprise Group Inc

Utilities
20.1K
+ 266.49%
$77.13 - $84.18 $1.55M - $1.69M
27.6K $2.33M
MSFT
Microsoft Corp

Technology
73
+ 0.78%
$354.56 - $497.45 $25.9K - $36.3K
9.43K $4.69M
NVDA
Nvidia Corp

Technology
1.33K
+ 7.87%
$94.31 - $157.99 $125K - $209K
18.2K $2.87M
JNJ
Johnson & Johnson

Healthcare
6.79K
+ 106.47%
$146.36 - $159.82 $994K - $1.09M
13.2K $2.01M
META
Meta Platforms, Inc.

Communication Services
93
+ 2.06%
$484.66 - $738.09 $45.1K - $68.6K
4.62K $3.41M
JPM
Jpmorgan Chase & CO

Financial Services
817
+ 6.49%
$210.28 - $289.91 $172K - $237K
13.4K $3.88M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.4K
+ 6.43%
$51.14 - $57.0 $734K - $818K
238K $13.5M
NEE
Nextera Energy Inc

Utilities
8.49K
+ 97.9%
$64.11 - $75.0 $544K - $637K
17.2K $1.19M
GS
Goldman Sachs Group Inc

Financial Services
200
+ 12.93%
$462.22 - $707.75 $92.4K - $142K
1.75K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
292
+ 9.68%
$498.8 - $620.9 $146K - $181K
3.31K $2.06M
AVGO
Broadcom Inc.

Technology
502
+ 26.04%
$146.29 - $275.65 $73.4K - $138K
2.43K $669K
PLTR
Palantir Technologies Inc.

Technology
966
+ 24.27%
$74.01 - $144.25 $71.5K - $139K
4.95K $674K
GOOGL
Alphabet Inc.

Communication Services
464
+ 4.19%
$144.7 - $178.6 $67.1K - $82.9K
11.5K $2.03M
COP
Conocophillips

Energy
3.45K
New
$82.66 - $106.1 $285K - $366K
3.45K $309K
ZS
Zscaler, Inc.

Technology
900
New
$174.67 - $315.32 $157K - $284K
900 $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
381
New
$456.74 - $568.03 $174K - $216K
381 $216K
RTX
Raytheon Technologies Corp

Industrials
500
+ 4.92%
$113.75 - $148.48 $56.9K - $74.2K
10.7K $1.56M
NVO
Novo Nordisk A S

Healthcare
3K
New
$58.08 - $81.05 $174K - $243K
3K $207K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.52K
New
$72.71 - $82.56 $183K - $208K
2.52K $205K
COST
Costco Wholesale Corp

Consumer Defensive
207
New
$908.13 - $1056.85 $188K - $219K
207 $204K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.74K
New
$57.41 - $74.81 $158K - $205K
2.74K $203K
QQQ
Invesco Qqq Trust, Series 1

ETFs
182
+ 14.83%
$416.06 - $551.64 $75.7K - $100K
1.41K $777K
TRV
Travelers Companies, Inc.

Financial Services
750
New
$233.83 - $276.34 $175K - $207K
750 $200K
TSLA
Tesla, Inc.

Consumer Cyclical
315
+ 18.54%
$221.86 - $362.89 $69.9K - $114K
2.01K $639K
NEM
Newmont Corp

Basic Materials
1
+ 0.01%
$44.18 - $59.46 $44.2 - $59.5
16.9K $981K
PFD
Flaherty & Crumrine Preferred & Income Fund Inc

Financial Services
14.4K
New
$10.35 - $11.31 $149K - $162K
14.4K $162K
XOM
Exxon Mobil Corp

Energy
2.31K
+ 24.69%
$99.93 - $119.04 $230K - $275K
11.6K $1.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
28
+ 0.29%
$108.12 - $135.04 $3.03K - $3.78K
9.58K $1.29M
GOOG
Alphabet Inc.

Communication Services
159
+ 3.38%
$146.58 - $180.01 $23.3K - $28.6K
4.87K $863K
LLY
Eli Lilly & CO

Healthcare
197
+ 25.22%
$713.71 - $898.95 $141K - $177K
978 $762K
AXP
American Express CO

Financial Services
19
+ 0.95%
$231.39 - $318.98 $4.4K - $6.06K
2.03K $647K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.9K
+ 38.24%
$15.5 - $20.28 $60.5K - $79.1K
14.1K $285K
T
At&T Inc.

Communication Services
1.73K
+ 3.38%
$26.33 - $28.94 $45.6K - $50.1K
52.9K $1.53M
NVTS
Navitas Semiconductor Corp

Technology
1K
+ 6.13%
$1.61 - $8.09 $1.61K - $8.09K
17.3K $113K
XLF
Financial Sector Spdr

ETFs
41
+ 0.24%
$43.92 - $52.37 $1.8K - $2.15K
17.1K $897K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.75K
+ 15.65%
$13.03 - $15.28 $22.8K - $26.7K
12.9K $189K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.46%
$166.82 - $194.23 $1K - $1.17K
1.31K $255K
Ge Vernova Inc
644
New
N/A
644 $0
Proshares Tr
364
+ 5.63%
N/A
6.83K $0
Blackrock ETF Trust Ii
807
+ 4.42%
N/A
19.1K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.84K
New
N/A
6.84K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.2%
$248.61 - $294.96 $497 - $590
988 $278K
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.58%
$285.55 - $321.23 $1.43K - $1.61K
870 $254K
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.01%
$55.56 - $60.91 $111 - $122
13.6K $799K
VZ
Verizon Communications Inc

Communication Services
92
+ 0.66%
$41.67 - $45.62 $3.83K - $4.2K
14.1K $611K
CVX
Chevron Corp

Energy
105
+ 2.97%
$133.73 - $168.51 $14K - $17.7K
3.64K $520K
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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