Signature Wealth Management Partners, LLC Incresed Positions in Q4 2024

Signature Wealth Management Partners, LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
43.8K
+ 43.05%
$50.62 - $50.97 $2.22M - $2.23M
146K $7.39M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.05K
+ 2.15%
$94.43 - $105.47 $194K - $216K
97.5K $9.9M
IVE
Ishares S&P 500 Value ETF

ETFs
5.03K
+ 8.31%
$189.5 - $206.17 $952K - $1.04M
65.5K $12.5M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 0.63%
$205.18 - $250.29 $16.4K - $20K
12.9K $3.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.5K
+ 6.72%
$57.53 - $60.83 $661K - $699K
182K $10.5M
PM
Philip Morris International Inc.

Consumer Defensive
2.5K
+ 29.87%
$118.38 - $133.06 $296K - $332K
10.9K $1.31M
NVDA
Nvidia Corp

Technology
511
+ 4.21%
$117.0 - $148.88 $59.8K - $76.1K
12.6K $1.7M
ADBE
Adobe Inc.

Technology
300
+ 75.57%
$437.39 - $552.96 $131K - $166K
697 $309K
GM
General Motors CO

Consumer Cyclical
1
+ 0.01%
$44.82 - $60.2 $44.8 - $60.2
11.9K $632K
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 0.21%
$567.81 - $607.81 $8.52K - $9.12K
7.07K $4.14M
IVV
Ishares Core S&P 500 ETF

ETFs
91
+ 3.25%
$570.51 - $610.59 $51.9K - $55.6K
2.89K $1.7M
ET
Energy Transfer LP

Energy
299
+ 1.34%
$16.05 - $19.86 $4.8K - $5.94K
22.6K $442K
IWF
Ishares Russell 1000 Gr ETF

ETFs
38
+ 1.49%
$370.24 - $418.94 $14.1K - $15.9K
2.58K $1.04M
META
Meta Platforms, Inc.

Communication Services
12
+ 0.28%
$554.08 - $632.68 $6.65K - $7.59K
4.25K $2.5M
ETR
Entergy Corp

Utilities
3.76K
+ 100.0%
$73.19 - $156.4 $275K - $588K
7.52K $570K
ITOT
Ishares Core S&P Total U.S. St

ETFs
207
+ 2.23%
$124.26 - $134.12 $25.7K - $27.8K
9.49K $1.22M
XLF
Financial Sector Spdr

ETFs
51
+ 0.3%
$44.89 - $51.34 $2.29K - $2.62K
17.1K $824K
XOM
Exxon Mobil Corp

Energy
1.1K
+ 16.32%
$105.51 - $125.37 $116K - $138K
7.84K $843K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
349
+ 13.29%
$113.92 - $127.38 $39.8K - $44.5K
2.98K $342K
LLY
Eli Lilly & CO

Healthcare
100
+ 24.33%
$727.2 - $932.06 $72.7K - $93.2K
511 $394K
PANW
Palo Alto Networks Inc

Technology
731
+ 102.81%
$181.96 - $405.9 $133K - $297K
1.44K $262K
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 2.17%
N/A
1.37K $248K
IWD
Ishares Russell 1000 Val ETF

ETFs
55
+ 4.71%
$183.23 - $199.79 $10.1K - $11K
1.22K $226K
IBM
International Business Machines Corp

Technology
2
+ 0.06%
$204.9 - $238.04 $410 - $476
3.59K $788K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.08%
$285.5 - $335.62 $286 - $336
1.23K $356K
FCX
Freeport Mcmoran Inc

Basic Materials
1K
+ 16.39%
$38.08 - $50.82 $38.1K - $50.8K
7.1K $270K
GE
General Electric CO

Industrials
3
+ 0.11%
$159.95 - $194.23 $480 - $583
2.76K $461K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.25K
+ 12.85%
$59.25 - $72.99 $74.2K - $91.4K
11K $656K
VZ
Verizon Communications Inc

Communication Services
78
+ 0.49%
$39.6 - $45.21 $3.09K - $3.53K
15.9K $637K
MSFT
Microsoft Corp

Technology
7
+ 0.07%
$406.35 - $454.46 $2.84K - $3.18K
9.5K $4.01M
NEM
Newmont Corp

Basic Materials
2K
+ 14.4%
$37.0 - $58.68 $74K - $117K
15.9K $591K
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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