Signature Wealth Management Partners, LLC Incresed Positions in Q1 2025

Signature Wealth Management Partners, LLC

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
101K
+ 69.19%
$50.48 - $51.04 $5.09M - $5.15M
247K $12.5M
IVE
Ishares S&P 500 Value ETF

ETFs
18.8K
+ 28.63%
$185.78 - $198.58 $3.48M - $3.72M
84.2K $16.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
40.8K
+ 22.37%
$56.17 - $59.71 $2.29M - $2.44M
223K $12.8M
XOM
Exxon Mobil Corp

Energy
1.5K
+ 19.15%
$105.44 - $118.93 $158K - $179K
9.34K $1.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
643
+ 21.14%
$308.86 - $455.36 $199K - $293K
3.68K $1.3M
LLY
Eli Lilly & CO

Healthcare
270
+ 52.84%
$725.72 - $929.72 $196K - $251K
781 $645K
TSLA
Tesla, Inc.

Consumer Cyclical
1.18K
+ 229.26%
$222.15 - $428.22 $263K - $507K
1.7K $440K
NEM
Newmont Corp

Basic Materials
962
+ 6.06%
$37.79 - $48.39 $36.4K - $46.6K
16.8K $813K
PFE
Pfizer Inc

Healthcare
8.8K
+ 113.86%
$25.01 - $27.13 $220K - $239K
16.5K $418K
NVDA
Nvidia Corp

Technology
4.21K
+ 33.28%
$106.98 - $149.43 $450K - $629K
16.8K $1.83M
XLE
Energy Sector Spdr

ETFs
9
+ 0.06%
$85.7 - $93.96 $771 - $846
14.7K $1.38M
META
Meta Platforms, Inc.

Communication Services
277
+ 6.53%
$576.36 - $736.67 $160K - $204K
4.52K $2.61M
ADBE
Adobe Inc.

Technology
220
+ 31.56%
$377.84 - $464.11 $83.1K - $102K
917 $351K
XLF
Financial Sector Spdr

ETFs
42
+ 0.25%
$47.32 - $52.19 $1.99K - $2.19K
17.1K $851K
IWD
Ishares Russell 1000 Val ETF

ETFs
85
+ 6.95%
$182.82 - $196.21 $15.5K - $16.7K
1.31K $246K
FXH
First Tr Exchange Trd Fd Healt

ETFs
194
+ 5.98%
$102.5 - $112.02 $19.9K - $21.7K
3.44K $356K
Blackrock ETF Trust Ii
273
+ 1.52%
N/A
18.3K $0
Proshares Tr
280
+ 4.53%
N/A
6.46K $0
IVV
Ishares Core S&P 500 ETF

ETFs
124
+ 4.28%
$554.06 - $615.85 $68.7K - $76.4K
3.02K $1.7M
BA
Boeing CO

Industrials
57
+ 2.01%
$148.15 - $186.25 $8.44K - $10.6K
2.89K $492K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.13%
$347.25 - $424.87 $347 - $425
772 $282K
ET
Energy Transfer LP

Energy
270
+ 1.2%
$17.26 - $21.08 $4.66K - $5.69K
22.8K $424K
NVTS
Navitas Semiconductor Corp

Technology
2K
+ 13.99%
$1.83 - $4.25 $3.66K - $8.5K
16.3K $33K
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.57%
$468.34 - $539.52 $3.28K - $3.78K
1.23K $575K
ITOT
Ishares Core S&P Total U.S. St

ETFs
65
+ 0.68%
$120.29 - $134.6 $7.82K - $8.75K
9.56K $1.17M
GOOG
Alphabet Inc.

Communication Services
420
+ 9.79%
$156.06 - $207.71 $65.5K - $87.2K
4.71K $735K
XLK
Technology Sector Spdr

ETFs
55
+ 1.26%
$206.38 - $242.18 $11.4K - $13.3K
4.41K $910K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$551.42 - $612.93 $1.1K - $1.23K
7.07K $3.96M
NOW
Service Now, Inc.

Technology
50
+ 5.59%
$783.83 - $1170.39 $39.2K - $58.5K
944 $751K
IVW
Ishares S&P 500 Growth ETF

ETFs
5.28K
+ 5.41%
$92.45 - $106.69 $488K - $563K
103K $9.54M
GOOGL
Alphabet Inc.

Communication Services
46
+ 0.42%
$154.33 - $206.19 $7.1K - $9.48K
11.1K $1.71M
AMZN
Amazon Com Inc

Consumer Cyclical
688
+ 3.2%
$190.26 - $242.06 $131K - $167K
22.2K $4.22M
IYW
Ishares Dj Us Tech ETF

ETFs
1.73K
+ 2.75%
$140.44 - $166.79 $243K - $288K
64.6K $9.07M
Activity Summary
Buys All Purchases 39 New Holdings 5 Increased Positions 34 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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