Signature Wealth Management Partners, LLC Reduced Holdings in Q3 2024

Signature Wealth Management Partners, LLC

  • $138 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-6K
- 47.1%
$109.72 - $119.0 $658K - $714K
6.74K $789K
CVX
Chevron Corp

Energy
-2.12K
- 37.52%
$137.88 - $161.97 $292K - $343K
3.53K $519K
IBB
Ishares Biotechnology ETF

ETFs
-3.02K
- 27.38%
$135.09 - $149.47 $409K - $452K
8.02K $1.17M
GOOGL
Alphabet Inc.

Communication Services
-131
- 1.17%
$148.65 - $191.18 $19.5K - $25K
11K $1.83M
AMZN
Amazon Com Inc

Consumer Cyclical
-121
- 0.56%
$161.02 - $200.0 $19.5K - $24.2K
21.7K $4.04M
F
Ford Motor CO

Consumer Cyclical
-10K
- 38.84%
$9.71 - $14.55 $97.1K - $145K
15.7K $166K
BAC
Bank Of America Corp

Financial Services
-3.44K
- 37.06%
$36.65 - $44.13 $126K - $152K
5.84K $231K
GOOG
Alphabet Inc.

Communication Services
-213
- 4.3%
$149.54 - $192.66 $31.9K - $41K
4.74K $792K
XLE
Energy Sector Spdr

ETFs
-593
- 3.83%
$84.35 - $93.39 $50K - $55.4K
14.9K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
-983
- 7.15%
$194.9 - $224.8 $192K - $221K
12.8K $2.69M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.36K
- 9.28%
$67.43 - $74.23 $159K - $175K
23.1K $1.68M
T
At&T Inc.

Communication Services
-11.8K
- 17.22%
$18.21 - $22.28 $215K - $263K
56.8K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-784
- 22.98%
$105.53 - $118.34 $82.7K - $92.8K
2.63K $307K
APD
Air Products & Chemicals, Inc.

Basic Materials
-298
- 19.52%
$247.34 - $300.11 $73.7K - $89.4K
1.23K $365K
FDN
First Tr Fd Dow Jones

ETFs
-201
- 9.01%
$183.68 - $212.48 $36.9K - $42.7K
2.03K $429K
VGT
Vanguard Information Technolog

ETFs
-40
- 6.59%
$514.43 - $606.85 $20.6K - $24.3K
567 $332K
PFE
Pfizer Inc

Healthcare
-768
- 9.04%
$27.7 - $31.39 $21.3K - $24.1K
7.73K $223K
FV
First Trust Dorsey Wright Focu

ETFs
-162
- 4.03%
$51.35 - $59.82 $8.32K - $9.69K
3.86K $225K
BDX
Becton Dickinson & CO

Healthcare
-60
- 2.05%
$221.47 - $242.41 $13.3K - $14.5K
2.86K $690K
IYW
Ishares Dj Us Tech ETF

ETFs
-414
- 0.65%
$133.16 - $158.73 $55.1K - $65.7K
63K $9.55M
MO
Altria Group, Inc.

Consumer Defensive
-993
- 7.11%
$45.95 - $54.71 $45.6K - $54.3K
13K $661K
VZ
Verizon Communications Inc

Communication Services
-457
- 2.8%
$38.89 - $45.0 $17.8K - $20.6K
15.9K $712K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-197
- 2.08%
$113.41 - $125.62 $22.3K - $24.7K
9.28K $1.17M
PM
Philip Morris International Inc.

Consumer Defensive
-1.17K
- 12.26%
$101.25 - $127.45 $118K - $149K
8.36K $1.02M
DE
Deere & CO

Industrials
-154
- 5.15%
$344.84 - $418.0 $53.1K - $64.4K
2.84K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.81%
$520.18 - $576.82 $12K - $13.3K
2.8K $1.62M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-100
- 1.02%
$64.35 - $75.71 $6.43K - $7.57K
9.74K $717K
PEG
Public Service Enterprise Group Inc

Utilities
-620
- 7.05%
$73.58 - $89.21 $45.6K - $55.3K
8.17K $729K
ADMA
Adma Biologics, Inc.

Healthcare
-84
- 0.82%
$11.21 - $20.03 $942 - $1.68K
10.1K $202K
NEE
Nextera Energy Inc

Utilities
-258
- 2.89%
$69.9 - $84.97 $18K - $21.9K
8.67K $732K
JNJ
Johnson & Johnson

Healthcare
-9
- 0.13%
$145.48 - $167.38 $1.31K - $1.51K
7.08K $1.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-125
- 3.92%
$405.19 - $478.57 $50.6K - $59.8K
3.06K $1.41M
NEM
Newmont Corp

Basic Materials
-675
- 4.64%
$41.65 - $55.85 $28.1K - $37.7K
13.9K $742K
RTX
Raytheon Technologies Corp

Industrials
-910
- 7.76%
$99.55 - $123.34 $90.6K - $112K
10.8K $1.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.09K
- 1.13%
$84.77 - $97.13 $92.6K - $106K
95.5K $9.14M
META
Meta Platforms, Inc.

Communication Services
-110
- 2.53%
$453.41 - $572.44 $49.9K - $63K
4.23K $2.42M
Activity Summary
Buys All Purchases 21 New Holdings 3 Increased Positions 18 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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