SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC Holdings

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is an investment fund managing more than 90.32M US dollars. The largest holdings include Apple, iShares U.S. Technology ETF and iShares S&P 500 Value ETF. In Q3 2022 the fund bought assets of total value of 214K US dollars and sold assets of total value of 6.29M US dollars.

$90.31M

portfolio value

-30.10%

quarter

-115.75%

1 year

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2021	14824000	11811000
Q2 2021	7519000	2459000
Q3 2021	4320000	3337000
Q4 2021	7283000	1496000
Q1 2022	6425000	5796000
Q2 2022	-7257000	9349000
Q3 2022	214000	6291000

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Consumer Electronics Apple Inc. Portfolio share: 9.36% Portfolio value: 8.49M Avg. open price: $158.47 Current price: $147.81 P/L: -6.73% Sold -0.49% shares Q3 2022	share	9.36%	8.49M	$158.47	$147.81	-6.73%	Sold -0.49% shares Q3 2022
iShares U.S. Technology ETF Portfolio share: 6.73% Portfolio value: 6.11M Avg. open price: $89.26 Current price: $81.13 P/L: -9.11% Bought +1.46% shares Q3 2022	share	6.73%	6.11M	$89.26	$81.13	-9.11%	Bought +1.46% shares Q3 2022
iShares S&P 500 Value ETF Portfolio share: 5.94% Portfolio value: 5.39M Avg. open price: $140.94 Current price: $151.62 P/L: +7.58% Bought +1.34% shares Q3 2022	share	5.94%	5.39M	$140.94	$151.62	+7.58%	Bought +1.34% shares Q3 2022
Specialty Industrial Machinery AMETEK, Inc. Portfolio share: 5.01% Portfolio value: 4.55M Avg. open price: $120.38 Current price: $144.39 P/L: +19.95% Sold -0.07% shares Q2 2021	share	5.01%	4.55M	$120.38	$144.39	+19.95%	Sold -0.07% shares Q2 2021
iShares S&P 500 Growth ETF Portfolio share: 4.94% Portfolio value: 4.48M Avg. open price: $71.04 Current price: $63.37 P/L: -10.79% Bought +15.23% shares Q3 2022	share	4.94%	4.48M	$71.04	$63.37	-10.79%	Bought +15.23% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.84% Portfolio value: 2.57M Avg. open price: $2,833.57 Current price: $94.13 P/L: -96.68% Bought +1.31% shares Q3 2022	share	2.84%	2.57M	$2,833.57	$94.13	-96.68%	Bought +1.31% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 2.82% Portfolio value: 2.56M Avg. open price: $295.68 Current price: $255.02 P/L: -13.75% Bought +1.36% shares Q3 2022	share	2.82%	2.56M	$295.68	$255.02	-13.75%	Bought +1.36% shares Q3 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 2.74% Portfolio value: 2.48M Avg. open price: $153.82 Current price: $178.88 P/L: +16.29% Bought +0.10% shares Q3 2022	share	2.74%	2.48M	$153.82	$178.88	+16.29%	Bought +0.10% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 2.73% Portfolio value: 2.48M Avg. open price: $432.16 Current price: $406.91 P/L: -5.84% Sold -0.69% shares Q2 2022	share	2.73%	2.48M	$432.16	$406.91	-5.84%	Sold -0.69% shares Q2 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 2.46% Portfolio value: 2.23M Avg. open price: $130.54 Current price: $135.16 P/L: +3.54% Bought +0.06% shares Q3 2022	share	2.46%	2.23M	$130.54	$135.16	+3.54%	Bought +0.06% shares Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 2.20% Portfolio value: 2.00M Avg. open price: $39.06 Current price: $109.86 P/L: +181.29% Sold -0.00% shares Q3 2022	share	2.20%	2.00M	$39.06	$109.86	+181.29%	Sold -0.00% shares Q3 2022
Utilities—Regulated Electric Public Service Enterprise Group Incorporated Portfolio share: 1.77% Portfolio value: 1.60M Avg. open price: $56.89 Current price: $60.92 P/L: +7.09% Bought +0.01% shares Q3 2022	share	1.77%	1.60M	$56.89	$60.92	+7.09%	Bought +0.01% shares Q3 2022
iShares Biotechnology ETF Portfolio share: 1.62% Portfolio value: 1.47M Avg. open price: $151.22 Current price: $138.43 P/L: -8.46% Sold -1.56% shares Q1 2022	share	1.62%	1.47M	$151.22	$138.43	-8.46%	Sold -1.56% shares Q1 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 1.56% Portfolio value: 1.41M Avg. open price: $246.61 Current price: $252.38 P/L: +2.34% Sold -4.51% shares Q3 2022	share	1.56%	1.41M	$246.61	$252.38	+2.34%	Sold -4.51% shares Q3 2022
Columbia Diversified Fixed Income Allocation ETF Portfolio share: 1.54% Portfolio value: 1.40M Avg. open price: $21.6 Current price: $17.86 P/L: -17.33% Sold -23.13% shares Q3 2022	share	1.54%	1.40M	$21.6	$17.86	-17.33%	Sold -23.13% shares Q3 2022
Fidelity MSCI Health Care Index ETF Portfolio share: 1.47% Portfolio value: 1.33M Avg. open price: $62.01 Current price: $66.02 P/L: +6.46% Bought +3.71% shares Q3 2022	share	1.47%	1.33M	$62.01	$66.02	+6.46%	Bought +3.71% shares Q3 2022
Specialty Industrial Machinery Dover Corporation Portfolio share: 1.38% Portfolio value: 1.25M Avg. open price: N/A Current price: $143.49 P/L: N/A Sold -0.01% shares Q3 2022	share	1.38%	1.25M	N/A	$143.49	N/A	Sold -0.01% shares Q3 2022
iShares Core S&P 500 ETF Portfolio share: 1.36% Portfolio value: 1.23M Avg. open price: $389.02 Current price: $408.71 P/L: +5.06% Sold -0.20% shares Q3 2022	share	1.36%	1.23M	$389.02	$408.71	+5.06%	Sold -0.20% shares Q3 2022
iShares S&P Small-Cap 600 Growth ETF Portfolio share: 1.29% Portfolio value: 1.17M Avg. open price: N/A Current price: $117.14 P/L: N/A Sold -0.32% shares Q3 2022	share	1.29%	1.17M	N/A	$117.14	N/A	Sold -0.32% shares Q3 2022
Farm & Heavy Construction Machinery Deere & Company Portfolio share: 1.27% Portfolio value: 1.15M Avg. open price: N/A Current price: $445.61 P/L: N/A Sold -0.03% shares Q3 2022	share	1.27%	1.15M	N/A	$445.61	N/A	Sold -0.03% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 1.25% Portfolio value: 1.13M Avg. open price: $2,469.38 Current price: $100.44 P/L: -95.93% Bought +0.17% shares Q3 2022	share	1.25%	1.13M	$2,469.38	$100.44	-95.93%	Bought +0.17% shares Q3 2022
Drug Manufacturers—General Merck & Co., Inc. Portfolio share: 1.11% Portfolio value: 1.00M Avg. open price: $74.8 Current price: $110.04 P/L: +47.11% Sold -19.08% shares Q3 2022	share	1.11%	1.00M	$74.8	$110.04	+47.11%	Sold -19.08% shares Q3 2022
Utilities—Regulated Electric NextEra Energy, Inc. Portfolio share: 1.10% Portfolio value: 1.00M Avg. open price: N/A Current price: $85.2 P/L: N/A Sold -2.12% shares Q1 2022	share	1.10%	1.00M	N/A	$85.2	N/A	Sold -2.12% shares Q1 2022
Telecom Services Verizon Communications Inc. Portfolio share: 0.98% Portfolio value: 887K Avg. open price: $54.03 Current price: $38.18 P/L: -29.34% Sold -0.56% shares Q3 2022	share	0.98%	887K	$54.03	$38.18	-29.34%	Sold -0.56% shares Q3 2022
Drug Manufacturers—General AbbVie Inc. Portfolio share: 0.95% Portfolio value: 862K Avg. open price: $109.04 Current price: $163.66 P/L: +50.09% Bought +18.44% shares Q3 2022	share	0.95%	862K	$109.04	$163.66	+50.09%	Bought +18.44% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.93% Portfolio value: 846K Avg. open price: $80.2 Current price: $181.03 P/L: +125.72% Sold -8.48% shares Q2 2022	share	0.93%	846K	$80.2	$181.03	+125.72%	Sold -8.48% shares Q2 2022
Energy Select Sector SPDR Fund Portfolio share: 0.93% Portfolio value: 841K Avg. open price: $71.51 Current price: $90.31 P/L: +26.29% Bought +76.99% shares Q3 2022	share	0.93%	841K	$71.51	$90.31	+26.29%	Bought +76.99% shares Q3 2022
Consumer Discretionary Select Sector SPDR Fund Portfolio share: 0.91% Portfolio value: 829K Avg. open price: N/A Current price: $145.96 P/L: N/A Sold -16.38% shares Q2 2022	share	0.91%	829K	N/A	$145.96	N/A	Sold -16.38% shares Q2 2022
Tobacco Philip Morris International Inc. Portfolio share: 0.91% Portfolio value: 825K Avg. open price: $96.27 Current price: $104.3 P/L: +8.34% Sold -9.70% shares Q3 2022	share	0.91%	825K	$96.27	$104.3	+8.34%	Sold -9.70% shares Q3 2022
SPDR Gold Shares Portfolio share: 0.90% Portfolio value: 819K Avg. open price: $176.57 Current price: $167.26 P/L: -5.27% Bought +19.98% shares Q2 2022	share	0.90%	819K	$176.57	$167.26	-5.27%	Bought +19.98% shares Q2 2022
Asset Management The Bank of New York Mellon Corporation Portfolio share: 0.90% Portfolio value: 818K Avg. open price: N/A Current price: $45.22 P/L: N/A N/A Q4 2020	share	0.90%	818K	N/A	$45.22	N/A	N/A Q4 2020
Telecom Services AT&T Inc. Portfolio share: 0.90% Portfolio value: 813K Avg. open price: $25.96 Current price: $19.02 P/L: -26.73% Sold -2.46% shares Q3 2022	share	0.90%	813K	$25.96	$19.02	-26.73%	Sold -2.46% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 0.87% Portfolio value: 792K Avg. open price: $155.62 Current price: $185.69 P/L: +19.32% Bought +2.08% shares Q3 2022	share	0.87%	792K	$155.62	$185.69	+19.32%	Bought +2.08% shares Q3 2022
Aerospace & Defense The Boeing Company Portfolio share: 0.86% Portfolio value: 780K Avg. open price: $152.8 Current price: $182.87 P/L: +19.68% Bought +35.81% shares Q3 2022	share	0.86%	780K	$152.8	$182.87	+19.68%	Bought +35.81% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.84% Portfolio value: 765K Avg. open price: $215.06 Current price: $123.49 P/L: -42.58% Bought +1.68% shares Q3 2022	share	0.84%	765K	$215.06	$123.49	-42.58%	Bought +1.68% shares Q3 2022
JPMorgan Equity Premium Income ETF Portfolio share: 0.81% Portfolio value: 736K Avg. open price: N/A Current price: $56.16 P/L: N/A N/A Q3 2022	share	0.81%	736K	N/A	$56.16	N/A	N/A Q3 2022
Aerospace & Defense Raytheon Technologies Corporation Portfolio share: 0.81% Portfolio value: 732K Avg. open price: $96.11 Current price: $101.01 P/L: +5.10% Bought +0.30% shares Q3 2022	share	0.81%	732K	$96.11	$101.01	+5.10%	Bought +0.30% shares Q3 2022
Entertainment The Walt Disney Company Portfolio share: 0.76% Portfolio value: 688K Avg. open price: $132.18 Current price: $99.43 P/L: -24.78% Bought +24.39% shares Q3 2022	share	0.76%	688K	$132.18	$99.43	-24.78%	Bought +24.39% shares Q3 2022
Building Materials Martin Marietta Materials, Inc. Portfolio share: 0.71% Portfolio value: 643K Avg. open price: N/A Current price: $365.73 P/L: N/A Sold -9.68% shares Q1 2022	share	0.71%	643K	N/A	$365.73	N/A	Sold -9.68% shares Q1 2022
iShares Core S&P Total U.S. Stock Market ETF Portfolio share: 0.70% Portfolio value: 633K Avg. open price: $91.75 Current price: $90.37 P/L: -1.51% Sold -2.83% shares Q3 2022	share	0.70%	633K	$91.75	$90.37	-1.51%	Sold -2.83% shares Q3 2022
Technology Select Sector SPDR Fund Portfolio share: 0.69% Portfolio value: 625K Avg. open price: N/A Current price: $135.36 P/L: N/A Sold -1.90% shares Q2 2021	share	0.69%	625K	N/A	$135.36	N/A	Sold -1.90% shares Q2 2021
Drug Manufacturers—General Pfizer Inc. Portfolio share: 0.65% Portfolio value: 593K Avg. open price: $38.01 Current price: $50.91 P/L: +33.92% Sold -4.74% shares Q2 2022	share	0.65%	593K	$38.01	$50.91	+33.92%	Sold -4.74% shares Q2 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.65% Portfolio value: 591K Avg. open price: $349.54 Current price: $496.23 P/L: +41.97% Sold -7.27% shares Q3 2022	share	0.65%	591K	$349.54	$496.23	+41.97%	Sold -7.27% shares Q3 2022
Tobacco Altria Group, Inc. Portfolio share: 0.63% Portfolio value: 570K Avg. open price: $41.79 Current price: $47.63 P/L: +13.96% Bought +0.53% shares Q2 2022	share	0.63%	570K	$41.79	$47.63	+13.96%	Bought +0.53% shares Q2 2022
J P MORGAN EXCHANGE TRADED F Portfolio share: 0.62% Portfolio value: 561K Avg. open price: N/A Current price: N/A P/L: N/A Sold -15.04% shares Q3 2022	share	0.62%	561K	N/A	N/A	N/A	Sold -15.04% shares Q3 2022
Insurance—Property & Casualty Loews Corporation Portfolio share: 0.61% Portfolio value: 552K Avg. open price: N/A Current price: $57.67 P/L: N/A Sold -0.14% shares Q1 2022	share	0.61%	552K	N/A	$57.67	N/A	Sold -0.14% shares Q1 2022
Confectioners Mondelez International, Inc. Portfolio share: 0.60% Portfolio value: 548K Avg. open price: $62.45 Current price: $68.31 P/L: +9.39% Sold -2.73% shares Q3 2022	share	0.60%	548K	$62.45	$68.31	+9.39%	Sold -2.73% shares Q3 2022
First Trust Dow Jones Internet Index Fund Portfolio share: 0.60% Portfolio value: 547K Avg. open price: N/A Current price: $132.52 P/L: N/A Sold -7.39% shares Q3 2022	share	0.60%	547K	N/A	$132.52	N/A	Sold -7.39% shares Q3 2022
Financial Select Sector SPDR Fund Portfolio share: 0.59% Portfolio value: 536K Avg. open price: $37.44 Current price: $35.93 P/L: -4.03% Sold -4.18% shares Q3 2022	share	0.59%	536K	$37.44	$35.93	-4.03%	Sold -4.18% shares Q3 2022
Specialty Industrial Machinery General Electric Company Portfolio share: 0.55% Portfolio value: 500K Avg. open price: $79.05 Current price: $86.88 P/L: +9.91% Bought +18.33% shares Q3 2022	share	0.55%	500K	$79.05	$86.88	+9.91%	Bought +18.33% shares Q3 2022
Specialty Industrial Machinery Roper Technologies, Inc. Portfolio share: 0.53% Portfolio value: 482K Avg. open price: N/A Current price: $443.87 P/L: N/A Sold -10.60% shares Q3 2022	share	0.53%	482K	N/A	$443.87	N/A	Sold -10.60% shares Q3 2022
Telecom Services Lumen Technologies, Inc. Portfolio share: 0.52% Portfolio value: 468K Avg. open price: $12.27 Current price: $5.51 P/L: -55.10% Bought +1.21% shares Q3 2022	share	0.52%	468K	$12.27	$5.51	-55.10%	Bought +1.21% shares Q3 2022
Diagnostics & Research Thermo Fisher Scientific Inc. Portfolio share: 0.51% Portfolio value: 459K Avg. open price: $547.79 Current price: $563 P/L: +2.78% Bought +0.44% shares Q3 2022	share	0.51%	459K	$547.79	$563	+2.78%	Bought +0.44% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.48% Portfolio value: 439K Avg. open price: $2,474.31 Current price: $100.83 P/L: -95.92% Bought +2.24% shares Q3 2022	share	0.48%	439K	$2,474.31	$100.83	-95.92%	Bought +2.24% shares Q3 2022
Banks—Diversified Citigroup Inc. Portfolio share: 0.47% Portfolio value: 424K Avg. open price: $52.98 Current price: $47.24 P/L: -10.84% Bought +0.62% shares Q3 2022	share	0.47%	424K	$52.98	$47.24	-10.84%	Bought +0.62% shares Q3 2022
Auto Manufacturers General Motors Company Portfolio share: 0.44% Portfolio value: 399K Avg. open price: $43.1 Current price: $39.9 P/L: -7.43% Bought +2.47% shares Q3 2022	share	0.44%	399K	$43.1	$39.9	-7.43%	Bought +2.47% shares Q3 2022
iShares S&P Mid-Cap 400 Growth ETF Portfolio share: 0.44% Portfolio value: 397K Avg. open price: N/A Current price: $72.95 P/L: N/A N/A Q4 2020	share	0.44%	397K	N/A	$72.95	N/A	N/A Q4 2020
Financial Data & Stock Exchanges Intercontinental Exchange, Inc. Portfolio share: 0.42% Portfolio value: 386K Avg. open price: N/A Current price: $109.25 P/L: N/A Sold -3.00% shares Q3 2022	share	0.42%	386K	N/A	$109.25	N/A	Sold -3.00% shares Q3 2022
Airlines Delta Air Lines, Inc. Portfolio share: 0.42% Portfolio value: 379K Avg. open price: $39.41 Current price: $35.71 P/L: -9.40% Sold -8.31% shares Q3 2022	share	0.42%	379K	$39.41	$35.71	-9.40%	Sold -8.31% shares Q3 2022
Utilities—Regulated Electric Entergy Corporation Portfolio share: 0.42% Portfolio value: 378K Avg. open price: N/A Current price: $115.91 P/L: N/A N/A Q4 2020	share	0.42%	378K	N/A	$115.91	N/A	N/A Q4 2020
Specialty Chemicals Air Products and Chemicals, Inc. Portfolio share: 0.40% Portfolio value: 360K Avg. open price: $301.54 Current price: $318.44 P/L: +5.60% Bought +0.06% shares Q3 2022	share	0.40%	360K	$301.54	$318.44	+5.60%	Bought +0.06% shares Q3 2022
BERKSHIRE HATHAWAY INC DEL Portfolio share: 0.39% Portfolio value: 354K Avg. open price: N/A Current price: N/A P/L: N/A Bought +27.97% shares Q3 2022	share	0.39%	354K	N/A	N/A	N/A	Bought +27.97% shares Q3 2022
Invesco Ultra Short Duration ETF Portfolio share: 0.37% Portfolio value: 339K Avg. open price: $50.27 Current price: $49.46 P/L: -1.61% Sold -52.28% shares Q3 2022	share	0.37%	339K	$50.27	$49.46	-1.61%	Sold -52.28% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.37% Portfolio value: 336K Avg. open price: $292.39 Current price: $232.34 P/L: -20.54% Sold -7.70% shares Q3 2022	share	0.37%	336K	$292.39	$232.34	-20.54%	Sold -7.70% shares Q3 2022
Oil & Gas Midstream Magellan Midstream Partners, L.P. Portfolio share: 0.36% Portfolio value: 329K Avg. open price: $44.9 Current price: $52.48 P/L: +16.88% Sold -11.11% shares Q3 2022	share	0.36%	329K	$44.9	$52.48	+16.88%	Sold -11.11% shares Q3 2022
Healthcare Plans CVS Health Corporation Portfolio share: 0.36% Portfolio value: 325K Avg. open price: $82.46 Current price: $102.58 P/L: +24.39% Sold -0.87% shares Q3 2022	share	0.36%	325K	$82.46	$102.58	+24.39%	Sold -0.87% shares Q3 2022
First Trust Health Care AlphaDEX Fund Portfolio share: 0.35% Portfolio value: 315K Avg. open price: $107.78 Current price: $110.84 P/L: +2.84% Sold -1.37% shares Q3 2022	share	0.35%	315K	$107.78	$110.84	+2.84%	Sold -1.37% shares Q3 2022
Utilities—Diversified Sempra Portfolio share: 0.34% Portfolio value: 313K Avg. open price: N/A Current price: $165.93 P/L: N/A Sold -10.87% shares Q3 2022	share	0.34%	313K	N/A	$165.93	N/A	Sold -10.87% shares Q3 2022
Medical Devices TransMedics Group, Inc. Portfolio share: 0.33% Portfolio value: 301K Avg. open price: N/A Current price: $64.29 P/L: N/A Sold -40.98% shares Q3 2022	share	0.33%	301K	N/A	$64.29	N/A	Sold -40.98% shares Q3 2022
First Trust Dorsey Wright Focus 5 ETF Portfolio share: 0.33% Portfolio value: 297K Avg. open price: $45.6 Current price: $48.89 P/L: +7.21% Bought +0.01% shares Q3 2022	share	0.33%	297K	$45.6	$48.89	+7.21%	Bought +0.01% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.32% Portfolio value: 290K Avg. open price: $215.7 Current price: $273.4 P/L: +26.75% Sold -9.18% shares Q1 2022	share	0.32%	290K	$215.7	$273.4	+26.75%	Sold -9.18% shares Q1 2022
Capital Markets The Goldman Sachs Group, Inc. Portfolio share: 0.31% Portfolio value: 286K Avg. open price: $286.16 Current price: $380.58 P/L: +33.00% Bought +8.33% shares Q4 2021	share	0.31%	286K	$286.16	$380.58	+33.00%	Bought +8.33% shares Q4 2021
Packaged Foods The Kraft Heinz Company Portfolio share: 0.31% Portfolio value: 286K Avg. open price: $38.14 Current price: $39.83 P/L: +4.43% Bought +3.61% shares Q3 2022	share	0.31%	286K	$38.14	$39.83	+4.43%	Bought +3.61% shares Q3 2022
Utilities—Diversified Unitil Corporation Portfolio share: 0.30% Portfolio value: 273K Avg. open price: N/A Current price: $53.06 P/L: N/A Sold -0.02% shares Q3 2022	share	0.30%	273K	N/A	$53.06	N/A	Sold -0.02% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.28% Portfolio value: 256K Avg. open price: N/A Current price: $156.75 P/L: N/A Sold -34.53% shares Q1 2022	share	0.28%	256K	N/A	$156.75	N/A	Sold -34.53% shares Q1 2022
REIT—Diversified W. P. Carey Inc. Portfolio share: 0.28% Portfolio value: 255K Avg. open price: N/A Current price: $81.92 P/L: N/A N/A Q3 2022	share	0.28%	255K	N/A	$81.92	N/A	N/A Q3 2022
iShares Preferred and Income Securities ETF Portfolio share: 0.28% Portfolio value: 252K Avg. open price: $38.25 Current price: $32.28 P/L: -15.60% Bought +0.43% shares Q3 2022	share	0.28%	252K	$38.25	$32.28	-15.60%	Bought +0.43% shares Q3 2022
Software—Application ServiceNow, Inc. Portfolio share: 0.27% Portfolio value: 245K Avg. open price: $584.55 Current price: $412.87 P/L: -29.37% Bought +8.33% shares Q1 2022	share	0.27%	245K	$584.55	$412.87	-29.37%	Bought +8.33% shares Q1 2022
Software—Application Uber Technologies, Inc. Portfolio share: 0.27% Portfolio value: 244K Avg. open price: $47.61 Current price: $28.75 P/L: -39.61% Sold -16.35% shares Q3 2022	share	0.27%	244K	$47.61	$28.75	-39.61%	Sold -16.35% shares Q3 2022
Oil & Gas Midstream Energy Transfer LP Portfolio share: 0.27% Portfolio value: 243K Avg. open price: $7.46 Current price: $12.53 P/L: +68.06% Bought +1.84% shares Q3 2022	share	0.27%	243K	$7.46	$12.53	+68.06%	Bought +1.84% shares Q3 2022
Drug Manufacturers—General Gilead Sciences, Inc. Portfolio share: 0.26% Portfolio value: 238K Avg. open price: $56.43 Current price: $89.03 P/L: +57.76% Sold -6.10% shares Q2 2022	share	0.26%	238K	$56.43	$89.03	+57.76%	Sold -6.10% shares Q2 2022
Software—Infrastructure CrowdStrike Holdings, Inc. Portfolio share: 0.25% Portfolio value: 228K Avg. open price: $227.08 Current price: $124 P/L: -45.39% Bought +43.48% shares Q2 2022	share	0.25%	228K	$227.08	$124	-45.39%	Bought +43.48% shares Q2 2022
ISHARES TR Portfolio share: 0.25% Portfolio value: 225K Avg. open price: N/A Current price: N/A P/L: N/A Sold -7.72% shares Q3 2022	share	0.25%	225K	N/A	N/A	N/A	Sold -7.72% shares Q3 2022
Drug Manufacturers—General GSK plc Portfolio share: 0.24% Portfolio value: 221K Avg. open price: $38.83 Current price: $35.35 P/L: -8.97% N/A Q3 2022	share	0.24%	221K	$38.83	$35.35	-8.97%	N/A Q3 2022
Oil & Gas Integrated Shell plc Portfolio share: 0.23% Portfolio value: 212K Avg. open price: N/A Current price: $57.72 P/L: N/A N/A Q1 2022	share	0.23%	212K	N/A	$57.72	N/A	N/A Q1 2022
Medical Devices Medtronic plc Portfolio share: 0.23% Portfolio value: 212K Avg. open price: $103.43 Current price: $79.62 P/L: -23.02% Bought +1.82% shares Q3 2022	share	0.23%	212K	$103.43	$79.62	-23.02%	Bought +1.82% shares Q3 2022
iShares Core S&P Small-Cap ETF Portfolio share: 0.23% Portfolio value: 205K Avg. open price: $109.94 Current price: $102.13 P/L: -7.10% Sold -9.64% shares Q3 2022	share	0.23%	205K	$109.94	$102.13	-7.10%	Sold -9.64% shares Q3 2022
Drug Manufacturers—Specialty & Generic Amneal Pharmaceuticals, Inc. Portfolio share: 0.19% Portfolio value: 177K Avg. open price: N/A Current price: $2.43 P/L: N/A N/A Q4 2020	share	0.19%	177K	N/A	$2.43	N/A	N/A Q4 2020
Asset Management Flaherty & Crumrine Preferred Income Fund Inc. Portfolio share: 0.17% Portfolio value: 152K Avg. open price: N/A Current price: $11.45 P/L: N/A N/A Q1 2021	share	0.17%	152K	N/A	$11.45	N/A	N/A Q1 2021
Entertainment Warner Bros. Discovery, Inc. Portfolio share: 0.16% Portfolio value: 143K Avg. open price: N/A Current price: $11.55 P/L: N/A Sold -7.82% shares Q3 2022	share	0.16%	143K	N/A	$11.55	N/A	Sold -7.82% shares Q3 2022
Farm & Heavy Construction Machinery Lightning eMotors, Inc. Portfolio share: 0.16% Portfolio value: 142K Avg. open price: $7.01 Current price: $0.59 P/L: -91.63% Bought +6.83% shares Q3 2022	share	0.16%	142K	$7.01	$0.59	-91.63%	Bought +6.83% shares Q3 2022
Auto Manufacturers Ford Motor Company Portfolio share: 0.14% Portfolio value: 124K Avg. open price: N/A Current price: $13.86 P/L: N/A N/A Q3 2022	share	0.14%	124K	N/A	$13.86	N/A	N/A Q3 2022
Oil & Gas Midstream Plains All American Pipeline, L.P. Portfolio share: 0.13% Portfolio value: 119K Avg. open price: $10.28 Current price: $12.24 P/L: +19.07% Sold -19.83% shares Q3 2022	share	0.13%	119K	$10.28	$12.24	+19.07%	Sold -19.83% shares Q3 2022
Household & Personal Products Coty Inc. Portfolio share: 0.11% Portfolio value: 100K Avg. open price: N/A Current price: $8.07 P/L: N/A Sold -48.62% shares Q1 2022	share	0.11%	100K	N/A	$8.07	N/A	Sold -48.62% shares Q1 2022
ETFMG Alternative Harvest ETF Portfolio share: 0.11% Portfolio value: 98K Avg. open price: N/A Current price: $6.35 P/L: N/A Sold -8.02% shares Q3 2022	share	0.11%	98K	N/A	$6.35	N/A	Sold -8.02% shares Q3 2022
Electrical Equipment & Parts FuelCell Energy, Inc. Portfolio share: 0.05% Portfolio value: 43K Avg. open price: $5.33 Current price: $3.66 P/L: -31.33% Bought +10.43% shares Q1 2022	share	0.05%	43K	$5.33	$3.66	-31.33%	Bought +10.43% shares Q1 2022
Medical Devices Biotricity, Inc. Portfolio share: 0.03% Portfolio value: 27K Avg. open price: $2.91 Current price: $1.06 P/L: -63.56% Bought +26.93% shares Q2 2022	share	0.03%	27K	$2.91	$1.06	-63.56%	Bought +26.93% shares Q2 2022
Biotechnology ADMA Biologics, Inc. Portfolio share: 0.03% Portfolio value: 25K Avg. open price: N/A Current price: $3.36 P/L: N/A Sold -1.92% shares Q3 2022	share	0.03%	25K	N/A	$3.36	N/A	Sold -1.92% shares Q3 2022
Medical Instruments & Supplies SmileDirectClub, Inc. Portfolio share: 0.02% Portfolio value: 17K Avg. open price: N/A Current price: $0.56 P/L: N/A N/A Q2 2022	share	0.02%	17K	N/A	$0.56	N/A	N/A Q2 2022
Global X NASDAQ 100 Covered Call ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $16.62 P/L: N/A Sold -100.00% shares Q3 2022	call	0.00%	0	N/A	$16.62	N/A	Sold -100.00% shares Q3 2022
Tobacco British American Tobacco p.l.c. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $42.31 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$42.31	N/A	Sold -100.00% shares Q3 2022
Drug Manufacturers—Specialty & Generic Canopy Growth Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $8.89 Current price: $4.29 P/L: -51.74% Sold -100.00% shares Q3 2022	share	0.00%	0	$8.89	$4.29	-51.74%	Sold -100.00% shares Q3 2022
Specialty Industrial Machinery Otis Worldwide Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $79.75 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$79.75	N/A	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric Exelon Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $41.45 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$41.45	N/A	Sold -100.00% shares Q3 2022
iShares Interest Rate Hedged Corporate Bond ETF Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $91.54 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$91.54	N/A	Sold -100.00% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $70.36 Current price: $67.34 P/L: -4.29% Sold -100.00% shares Q3 2022	share	0.00%	0	$70.36	$67.34	-4.29%	Sold -100.00% shares Q3 2022
Drug Manufacturers—General GSK plc Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $38.83 Current price: $35.35 P/L: -8.97% Sold -100.00% shares Q3 2022	share	0.00%	0	$38.83	$35.35	-8.97%	Sold -100.00% shares Q3 2022
ISHARES TR Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Semiconductors Intel Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $52.49 Current price: $29.41 P/L: -43.97% Sold -100.00% shares Q3 2022	share	0.00%	0	$52.49	$29.41	-43.97%	Sold -100.00% shares Q3 2022
Software—Application Zoom Video Communications, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $117.23 Current price: $74.31 P/L: -36.61% Sold -100.00% shares Q3 2022	share	0.00%	0	$117.23	$74.31	-36.61%	Sold -100.00% shares Q3 2022

Showing TOP 110 SIGNATURE WEALTH MANAGEMENT PARTNERS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC?

The biggest position of the SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is Apple Inc. (AAPL) with 9.36% portfolio share worth of 8.5M US dollars.

Top 5 SIGNATURE WEALTH MANAGEMENT PARTNERS's holdings represent 31.97% of the portfolio:

Apple Inc. (AAPL) – 9.36%
iShares U.S. Technology ETF (IYW) – 6.73%
iShares S&P 500 Value ETF (IVE) – 5.94%
AMETEK, Inc. (AME) – 5.01%
iShares S&P 500 Growth ETF (IVW) – 4.94%

Who is the portfolio manager of SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC?

The portfolio manager of the SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC is .

What is the total asset value of the SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC portfolio?

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC total asset value (portfolio value) is 90.32M US dollars.

Who is ?

is the portfolio manager of the SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC.

What is (SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC) fund performance?

SIGNATURE WEALTH MANAGEMENT PARTNERS's quarterly performance is -30.10%, annualy -115.75%.

What is the SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC CIK?

SIGNATURE WEALTH MANAGEMENT PARTNERS's Central Index Key is 0001824694 .