Signature Wealth Management Partners, LLC Incresed Positions in Q3 2025

Signature Wealth Management Partners, LLC

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
2.45K
+ 2.41%
$108.97 - $121.65 $267K - $298K
104K $12.5M
IVE
Ishares S&P 500 Value ETF

ETFs
404
+ 0.43%
$194.44 - $206.51 $78.6K - $83.4K
95K $19.6M
GOOGL
Alphabet Inc.

Communication Services
154
+ 1.34%
$174.36 - $254.72 $26.9K - $39.2K
11.7K $2.84M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.5K
+ 5.52%
$50.53 - $50.82 $783K - $788K
296K $15M
MSFT
Microsoft Corp

Technology
1.14K
+ 12.05%
$491.09 - $535.64 $558K - $609K
10.6K $5.47M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.2K
+ 4.3%
$55.61 - $57.37 $568K - $586K
248K $14.2M
BK
Bank Of New York Mellon Corp

Financial Services
132
+ 0.62%
$90.65 - $109.75 $12K - $14.5K
21.4K $2.33M
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 0.97%
$282.78 - $316.06 $36.8K - $41.1K
13.5K $4.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
600
+ 21.54%
$459.11 - $506.91 $275K - $304K
3.39K $1.7M
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 83.15%
$167.06 - $208.19 $200K - $250K
2.64K $537K
AVGO
Broadcom Inc.

Technology
119
+ 4.9%
$264.74 - $369.57 $31.5K - $44K
2.55K $840K
FCX
Freeport Mcmoran Inc

Basic Materials
5.06K
+ 71.27%
$35.34 - $47.21 $179K - $239K
12.2K $476K
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.39%
$620.67 - $670.08 $8.07K - $8.71K
3.32K $2.22M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.85K
+ 73.52%
$81.61 - $86.58 $151K - $160K
4.36K $372K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
4K
+ 28.37%
$20.98 - $26.94 $83.9K - $108K
18.1K $445K
IWF
Ishares Russell 1000 Gr ETF

ETFs
42
+ 1.81%
$420.11 - $472.68 $17.6K - $19.9K
2.36K $1.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
61
+ 0.64%
$135.0 - $146.02 $8.24K - $8.91K
9.65K $1.4M
HD
Home Depot, Inc.

Consumer Cyclical
194
+ 25.13%
$357.4 - $423.42 $69.3K - $82.1K
966 $391K
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.01%
$57.75 - $67.68 $57.8 - $67.7
13.6K $901K
VZ
Verizon Communications Inc

Communication Services
1.31K
+ 9.26%
$40.84 - $45.06 $53.4K - $58.9K
15.4K $678K
COP
Conocophillips

Energy
500
+ 14.49%
$91.0 - $98.99 $45.5K - $49.5K
3.95K $373K
CVX
Chevron Corp

Energy
109
+ 3.0%
$145.57 - $161.83 $15.9K - $17.6K
3.74K $581K
GLD
Spdr Gold Trust

ETFs
15
+ 1.6%
$300.96 - $355.47 $4.51K - $5.33K
955 $339K
MRK
Merck & Co., Inc.

Healthcare
221
+ 3.18%
$77.6 - $87.37 $17.1K - $19.3K
7.18K $602K
C
Citigroup Inc

Financial Services
30
+ 1.11%
$85.57 - $103.49 $2.57K - $3.1K
2.73K $276K
NVO
Novo Nordisk A S

Healthcare
1.38K
+ 46.07%
$45.38 - $71.7 $62.7K - $99.1K
4.38K $243K
LLY
Eli Lilly & CO

Healthcare
61
+ 6.24%
$625.65 - $812.69 $38.2K - $49.6K
1.04K $792K
AMZN
Amazon Com Inc

Consumer Cyclical
82
+ 0.37%
$211.65 - $238.24 $17.4K - $19.5K
22.1K $4.86M
TGTX
Tg Therapeutics, Inc.

Healthcare
400
+ 3.71%
$26.39 - $39.19 $10.6K - $15.7K
11.2K $403K
TRV
Travelers Companies, Inc.

Financial Services
13
+ 1.73%
$250.62 - $279.43 $3.26K - $3.63K
763 $213K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.38%
$192.76 - $203.86 $964 - $1.02K
1.32K $268K
Ge Vernova Inc
109
+ 16.93%
N/A
753 $0
Proshares Tr
50
+ 0.73%
N/A
6.88K $0
Blackrock ETF Trust Ii
3.35K
+ 17.57%
N/A
22.4K $0
ET
Energy Transfer LP

Energy
184
+ 1.2%
$17.11 - $18.16 $3.15K - $3.34K
15.6K $266K
IBM
International Business Machines Corp

Technology
2
+ 0.06%
$234.77 - $292.47 $470 - $585
3.49K $983K
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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