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Signature Wealth Management Partners, LLC

All holdings · as of Dec 31, 2025

120 positions

CompanyClassValueShares% of portfolio
Salesforce Inc$248.0K9360.1%
BLUE OWL CAPITAL INC.$247.6K16,5750.1%
HOME DEPOT, INC.$246.6K7170.1%
Fidelity Greenwood Street Trust$246.1K7,9630.1%
Becton Dickinson & Co$242.4K1,2490.1%
VANGUARD INDEX FDS$239.0K3810.1%
J P MORGAN EXCHANGE TRADED F$231.2K4,5780.1%
ConocoPhillips$229.4K2,4510.1%
Phillips 66$227.8K1,7650.1%
CRISPR THERAPEUTICS AG$222.9K4,2500.1%
TRAVELERS COMPANIES, INC.$221.3K7630.1%
ADVANCED MICRO DEVICES INC$214.8K1,0030.1%
Walmart Inc.$213.2K1,9130.1%
ISHARES TR$212.9K5700.1%
J P MORGAN EXCHANGE TRADED F$206.2K3,5470.1%
Zscaler, Inc.$202.4K9000.1%
Constellation Energy Corp$201.4K5700.1%
FLAHERTY & CRUMRINE PREFERRED & INCOME FUND INCPFDClosed-End Fund$170.3K14,3510.1%
Navitas Semiconductor Corp$123.5K17,3000.1%
COTY INC.COTYCommon Stock$40.0K12,9990.0%
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