Signature Wealth Management Partners, LLC Reduced Holdings in Q4 2024

Signature Wealth Management Partners, LLC

  • $143 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-782
- 3.39%
$64.85 - $73.04 $50.7K - $57.1K
22.3K $1.46M
PEP
Pepsico Inc

Consumer Defensive
-300
- 6.43%
$151.29 - $176.1 $45.4K - $52.8K
4.37K $664K
RTX
Raytheon Technologies Corp

Industrials
-599
- 5.54%
$114.45 - $127.21 $68.6K - $76.2K
10.2K $1.18M
JNJ
Johnson & Johnson

Healthcare
-4
- 0.06%
$143.34 - $165.86 $573 - $663
7.07K $1.02M
IBB
Ishares Biotechnology ETF

ETFs
-75
- 0.93%
$131.21 - $148.85 $9.84K - $11.2K
7.95K $1.05M
MRK
Merck & Co., Inc.

Healthcare
-25
- 0.35%
$96.31 - $114.76 $2.41K - $2.87K
7.17K $713K
BDX
Becton Dickinson & CO

Healthcare
-163
- 5.69%
$220.02 - $243.75 $35.9K - $39.7K
2.7K $612K
DOV
Dover Corp

Industrials
-100
- 0.97%
$184.72 - $206.51 $18.5K - $20.7K
10.2K $1.91M
XLE
Energy Sector Spdr

ETFs
-190
- 1.28%
$83.32 - $97.27 $15.8K - $18.5K
14.7K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 0.91%
$442.29 - $483.08 $12.4K - $13.5K
3.03K $1.37M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-22
- 0.4%
$134.53 - $150.65 $2.96K - $3.31K
5.52K $746K
FV
First Trust Dorsey Wright Focu

ETFs
-122
- 3.16%
$57.47 - $62.82 $7.01K - $7.66K
3.74K $220K
BAC
Bank Of America Corp

Financial Services
-518
- 8.88%
$39.22 - $47.77 $20.3K - $24.7K
5.32K $233K
DE
Deere & CO

Industrials
-20
- 0.7%
$389.45 - $466.0 $7.79K - $9.32K
2.82K $1.19M
VGT
Vanguard Information Technolog

ETFs
-10
- 1.76%
$571.78 - $647.97 $5.72K - $6.48K
557 $346K
GOOG
Alphabet Inc.

Communication Services
-450
- 9.5%
$163.08 - $198.16 $73.4K - $89.2K
4.29K $816K
XLY
Select Sector Spdr Consumer Di

ETFs
-230
- 7.0%
$194.8 - $239.43 $44.8K - $55.1K
3.06K $685K
FDN
First Tr Fd Dow Jones

ETFs
-117
- 5.77%
$210.5 - $257.24 $24.6K - $30.1K
1.91K $464K
T
At&T Inc.

Communication Services
-290
- 0.51%
$21.22 - $23.88 $6.15K - $6.93K
56.5K $1.29M
AXP
American Express CO

Financial Services
-35
- 1.61%
$267.35 - $305.57 $9.36K - $10.7K
2.14K $633K
L
Loews Corp

Financial Services
-60
- 0.62%
$76.49 - $87.05 $4.59K - $5.22K
9.56K $809K
CRM
Salesforce, Inc.

Technology
-15
- 1.43%
$270.87 - $367.87 $4.06K - $5.52K
1.03K $345K
CRWD
Crowd Strike Holdings, Inc.

Technology
-84
- 2.69%
$275.15 - $388.2 $23.1K - $32.6K
3.04K $1.04M
GOOGL
Alphabet Inc.

Communication Services
-16
- 0.14%
$161.86 - $196.66 $2.59K - $3.15K
11K $2.09M
IYW
Ishares Dj Us Tech ETF

ETFs
-163
- 0.26%
$148.14 - $166.23 $24.1K - $27.1K
62.8K $10M
AMZN
Amazon Com Inc

Consumer Cyclical
-171
- 0.79%
$180.88 - $232.93 $30.9K - $39.8K
21.5K $4.72M
AAPL
Apple Inc.

Technology
-75
- 0.14%
$221.69 - $259.02 $16.6K - $19.4K
53K $13.3M
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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