Filings
Trends
Rankings
Learn
Home
/
Signature Wealth Management Partners, LLC
/
Q2 2025 Filing
Signature Wealth Management Partners, LLC
Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$175.0M
Holdings
110
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (110 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
PSX
PHILLIPS 66
1,765
$211K
0.12%
102
NVO
NOVO-NORDISK A S
3,000
$207K
0.12%
103
COST
COSTCO WHSL CORP NEW
207
$205K
0.12%
104
REGL
PROSHARES TR
2,515
$205K
0.12%
105
PYPL
PAYPAL HLDGS INC
2,744
$204K
0.12%
106
TRV
TRAVELERS COMPANIES INC
750
$201K
0.11%
107
GBDC
GOLUB CAP BDC INC
12,920
$189K
0.11%
108
PFD
FLAHERTY & CRUMRINE PFD INCO
14,351
$162K
0.09%
109
NVTS
NAVITAS SEMICONDUCTOR CORP
17,300
$113K
0.06%
110
COTY
COTY INC
14,999
$70K
0.04%
Previous
Page 2 of 2