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Signature Wealth Management Partners, LLC

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
Merck & Co., Inc.$755.6K7,1790.4%
AMERICAN EXPRESS CO$750.6K2,0290.4%
ISHARES TR$738.5K5,2320.4%
GENERAL ELECTRIC CO$713.1K2,3150.4%
ServiceNow Inc$703.9K4,5950.3%
ENTERGY CORP /DE$675.1K7,3040.3%
ORACLE CORP$667.4K3,4240.3%
PEPSICO INC$625.6K4,3590.3%
FREEPORT-MCMORAN INC$623.9K12,2840.3%
ISHARES TR$610.3K6,3000.3%
CHEVRON CORP$585.9K3,8440.3%
Mondelez International, Inc.$580.0K10,7750.3%
PROSHARES TR$569.6K6,7630.3%
GOLUB CAP BDC INC$557.0K41,0500.3%
The Boeing Company$546.7K2,5180.3%
Norwegian Cruise Line Holdings Ltd.$540.7K24,2260.3%
SELECT SECTOR SPDR TR$530.9K4,4460.3%
ENBRIDGE INC$530.9K11,0990.3%
GE Vernova Inc.$511.8K7830.3%
FIRST TR EXCHANGE-TRADED FD$502.6K1,8670.2%
THERMO FISHER SCIENTIFIC INC.$499.1K8610.2%
Palo Alto Networks Inc$486.5K2,6410.2%
BlackRock, Inc.$476.3K4450.2%
Uber Technologies, Inc$466.6K5,7100.2%
Netflix Inc$466.0K4,9700.2%
VANGUARD WORLD FD$465.1K6170.2%
VERIZON COMMUNICATIONS INC$438.8K10,7740.2%
Intercontinental Exchange, Inc.$438.4K2,7070.2%
BARRICK MNG CORP$400.7K9,2000.2%
CoreWeave, Inc.$392.8K5,4850.2%
SPDR GOLD TR$378.5K9550.2%
GSK PLC$368.0K7,5040.2%
Sempra$354.9K4,0200.2%
VANGUARD WORLD FD$336.1K1,5910.2%
FIRST TR EXCHANGE TRADED FD$334.8K2,9420.2%
NOVO-NORDISK A S$327.0K6,4270.2%
TG Therapeutics Inc$321.4K10,7800.2%
CITIGROUP INC$318.3K2,7280.2%
PROSHARES TR$315.8K6,9200.2%
ROPER TECHNOLOGIES INC$311.6K7000.2%
SHELL PLC$306.3K4,1680.2%
Oklo Inc.$301.7K4,2040.1%
VANGUARD SPECIALIZED FUNDS$300.0K1,3650.1%
UNITIL CORP$284.6K5,8760.1%
ISHARES TR$278.7K1,3250.1%
Rigetti Computing, Inc.$272.8K12,3180.1%
MCDONALD'S CORP$264.4K8650.1%
SPDR SERIES TRUST$259.1K2,4280.1%
Otis Worldwide Corp$254.2K2,9100.1%
BANK OF AMERICA CORP /DE$249.8K4,5420.1%
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