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| Name: |
Signature Wealth Management Partners LLC |
| City: |
MONTVALE |
| State: |
NJ |
| Zip: |
07645 |
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data |
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| Holdings
Found :
23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVE |
iShares S&P 500/BARRA Value |
1 |
- |
$183.30 |
$10,369,000 |
55,505 |
8.44% |
1,274,000 |
3,201 |
0.039 |
Closed - End Fund - E... |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
2 |
- |
$0.00 |
$9,037,000 |
156,192 |
7.35% |
1,136,000 |
12,486 |
0.017 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
4 |
- |
$143.46 |
$8,704,000 |
64,446 |
7.08% |
857,000 |
517 |
0.032 |
Closed - End Fund - E... |
|
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SPY |
Standard & Poors Depository... |
9 |
- |
$534.01 |
$3,651,000 |
6,980 |
2.97% |
381,000 |
100 |
0 |
Closed - End Fund - E... |
|
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FHLC |
Fidelity Msci Health Care I... |
13 |
- |
$68.84 |
$1,836,000 |
26,309 |
1.49% |
178,000 |
679 |
0.066 |
N/A |
|
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GOOGL |
Alphabet Inc |
15 |
- |
$174.46 |
$1,694,000 |
11,227 |
1.38% |
127,000 |
12 |
0 |
Search Engines & Info... |
|
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XLE |
SPDR Energy Sector |
17 |
- |
$89.99 |
$1,481,000 |
15,692 |
1.21% |
201,000 |
420 |
0.001 |
Closed - End Fund - E... |
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XOM |
Exxon Mobil Corp |
18 |
- |
$112.75 |
$1,480,000 |
12,734 |
1.2% |
241,000 |
340 |
0 |
Integrated Oil & Gas |
|
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RTX |
RTX Corp |
24 |
- |
$101.02 |
$1,122,000 |
11,501 |
0.91% |
191,000 |
436 |
0.001 |
Conglomerates |
|
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JNJ |
Johnson & Johnson |
25 |
- |
$147.08 |
$1,119,000 |
7,073 |
0.91% |
14,000 |
28 |
0 |
Drug Manufacturers - ... |
|
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NVDA |
NVIDIA Corporation |
33 |
- |
$1,208.88 |
$831,000 |
920 |
0.68% |
398,000 |
47 |
0 |
Semiconductor - Speci... |
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PEP |
Pepsico Inc |
35 |
- |
$171.04 |
$817,000 |
4,669 |
0.66% |
49,000 |
150 |
0 |
Beverage Soft Drinks... |
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GOOG |
Alphabet Inc |
37 |
- |
$175.95 |
$756,000 |
4,963 |
0.62% |
99,000 |
303 |
0 |
Search Engines & Info... |
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VZ |
Verizon Communications Inc |
40 |
- |
$40.94 |
$699,000 |
16,649 |
0.57% |
74,000 |
74 |
0 |
Telecom Services - Do... |
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NEE |
NextEra Energy |
49 |
- |
$75.39 |
$570,000 |
8,920 |
0.46% |
104,000 |
1,250 |
0 |
Electric Utilities |
|
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CRWD |
Crowdstrike Holdings, Inc. |
51 |
- |
$349.12 |
$544,000 |
1,697 |
0.44% |
137,000 |
103 |
0.001 |
N/A |
|
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QQQ |
Invesco QQQ Trust Series I |
55 |
- |
$462.96 |
$495,000 |
1,115 |
0.4% |
42,000 |
9 |
0 |
Closed - End Fund - Debt |
|
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DOW |
DOW Inc |
59 |
- |
$55.73 |
$457,000 |
7,886 |
0.37% |
74,000 |
900 |
0 |
Diversified Chemicals |
|
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APD |
Air Products & Chemicals Inc |
68 |
- |
$279.53 |
$370,000 |
1,526 |
0.3% |
-47,000 |
3 |
0.001 |
Diversified Chemicals |
|
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ENB |
Enbridge Inc (USA) |
70 |
- |
$35.76 |
$356,000 |
9,827 |
0.29% |
78,000 |
2,100 |
0 |
Oil & Gas Pipelines &... |
|
|
ETE |
Energy Transfer Equity LP |
72 |
- |
$15.48 |
$345,000 |
21,905 |
0.28% |
47,000 |
333 |
0.001 |
Oil & Gas Pipelines &... |
|
|
COP |
ConocoPhillips |
92 |
- |
$112.00 |
$217,000 |
1,701 |
0.18% |
217,000 |
1,701 |
0 |
Integrated Oil & Gas |
|
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CARR |
Carrier Global Corp |
97 |
- |
$62.71 |
$201,000 |
3,450 |
0.16% |
201,000 |
3,450 |
0 |
N/A |
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