Signature Wealth Management Partners, LLC Reduced Holdings in Q1 2025

Signature Wealth Management Partners, LLC

  • $151 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-818
- 1.54%
$209.68 - $247.1 $172K - $202K
52.1K $11.6M
MSFT
Microsoft Corp

Technology
-142
- 1.49%
$375.39 - $447.2 $53.3K - $63.5K
9.36K $3.51M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-6.57K
- 29.49%
$65.44 - $70.64 $430K - $464K
15.7K $1.07M
BDX
Becton Dickinson & CO

Healthcare
-1.12K
- 41.33%
$222.79 - $249.08 $249K - $278K
1.58K $362K
XLY
Select Sector Spdr Consumer Di

ETFs
-634
- 20.74%
$192.6 - $233.2 $122K - $148K
2.42K $478K
DOV
Dover Corp

Industrials
-386
- 3.8%
$174.65 - $206.43 $67.4K - $79.7K
9.78K $1.72M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-119
- 4.61%
$360.07 - $417.26 $42.8K - $49.7K
2.46K $889K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-699
- 23.49%
$102.49 - $119.96 $71.6K - $83.9K
2.28K $238K
CRM
Salesforce, Inc.

Technology
-96
- 9.3%
$268.36 - $359.95 $25.8K - $34.6K
936 $251K
AXP
American Express CO

Financial Services
-126
- 5.9%
$255.39 - $325.87 $32.2K - $41.1K
2.01K $540K
PEG
Public Service Enterprise Group Inc

Utilities
-632
- 7.73%
$78.2 - $90.39 $49.4K - $57.1K
7.54K $620K
APD
Air Products & Chemicals, Inc.

Basic Materials
-244
- 19.84%
$283.24 - $338.07 $69.1K - $82.5K
986 $290K
FDN
First Tr Fd Dow Jones

ETFs
-29
- 1.52%
$221.38 - $266.86 $6.42K - $7.74K
1.88K $418K
C
Citigroup Inc

Financial Services
-140
- 4.38%
$67.23 - $84.63 $9.41K - $11.8K
3.06K $217K
VZ
Verizon Communications Inc

Communication Services
-1.91K
- 11.95%
$37.81 - $46.49 $72K - $88.6K
14K $636K
JPM
Jpmorgan Chase & CO

Financial Services
-270
- 2.1%
$225.19 - $279.95 $60.8K - $75.6K
12.6K $3.09M
ENB
Enbridge Inc

Energy
-300
- 2.54%
$41.54 - $45.45 $12.5K - $13.6K
11.5K $510K
ICE
Intercontinental Exchange, Inc.

Financial Services
-208
- 7.08%
$142.8 - $176.36 $29.7K - $36.7K
2.73K $471K
JNJ
Johnson & Johnson

Healthcare
-694
- 9.81%
$142.06 - $167.7 $98.6K - $116K
6.38K $1.06M
DE
Deere & CO

Industrials
-195
- 6.92%
$408.57 - $509.27 $79.7K - $99.3K
2.62K $1.23M
L
Loews Corp

Financial Services
-268
- 2.8%
$81.13 - $91.91 $21.7K - $24.6K
9.29K $854K
GLD
Spdr Gold Trust

ETFs
-115
- 6.17%
$243.19 - $288.14 $28K - $33.1K
1.75K $504K
ETR
Entergy Corp

Utilities
-216
- 2.87%
$75.26 - $87.89 $16.3K - $19K
7.3K $624K
MO
Altria Group, Inc.

Consumer Defensive
-699
- 4.88%
$50.81 - $60.02 $35.5K - $42K
13.6K $818K
GE
General Electric CO

Industrials
-72
- 2.6%
$168.59 - $212.13 $12.1K - $15.3K
2.69K $538K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-300
- 9.89%
$442.66 - $534.52 $133K - $160K
2.73K $1.46M
IBM
International Business Machines Corp

Technology
-59
- 1.64%
$217.4 - $264.74 $12.8K - $15.6K
3.53K $877K
T
At&T Inc.

Communication Services
-5.29K
- 9.36%
$21.56 - $28.28 $114K - $150K
51.2K $1.45M
RTX
Raytheon Technologies Corp

Industrials
-50
- 0.49%
$114.1 - $135.66 $5.71K - $6.78K
10.2K $1.35M
PM
Philip Morris International Inc.

Consumer Defensive
-1.17K
- 10.8%
$117.15 - $158.79 $137K - $186K
9.69K $1.54M
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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