0001221073-23-000018.txt : 20230206 0001221073-23-000018.hdr.sgml : 20230206 20230203192129 ACCESSION NUMBER: 0001221073-23-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230206 DATE AS OF CHANGE: 20230203 EFFECTIVENESS DATE: 20230206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Signature Wealth Management Partners, LLC CENTRAL INDEX KEY: 0001824694 IRS NUMBER: 831566227 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20996 FILM NUMBER: 23587969 BUSINESS ADDRESS: STREET 1: 85 CHESTNUT RIDGE ROAD STREET 2: SUITE 201 CITY: MONTVALE STATE: NJ ZIP: 07645 BUSINESS PHONE: 201-505-1100 MAIL ADDRESS: STREET 1: 85 CHESTNUT RIDGE ROAD STREET 2: SUITE 201 CITY: MONTVALE STATE: NJ ZIP: 07645 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001824694 XXXXXXXX 028-20996 12-31-2022 12-31-2022 false Signature Wealth Management Partners, LLC
85 CHESTNUT RIDGE ROAD SUITE 201 MONTVALE NJ 07645
13F HOLDINGS REPORT 028-20996 N
Donna Emr CCO 201-505-1100 /s/Donna Emr Montvale NJ 02-01-2023 0 102 101512858 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1037859 6422 SH SOLE 6422 0 0 ADMA BIOLOGICS INC COM 000899104 BBG002NCK5N4 39576 10200 SH SOLE 10200 0 0 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 477356 1549 SH SOLE 1549 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1044643 11840 SH SOLE 11840 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 370891 4180 SH SOLE 4180 0 0 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 645425 14120 SH SOLE 14120 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1897644 22591 SH SOLE 22591 0 0 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 280134 1896 SH SOLE 1896 0 0 AMETEK INC COM 031100100 BBG001S5NN54 5606125 40124 SH SOLE 40124 0 0 AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 BBG00462PGH9 174455 87666 SH SOLE 87666 0 0 APPLE INC COM 037833100 BBG001S5N8V8 8033464 61829 SH SOLE 61829 0 0 AT&T INC COM 00206R102 BBG001S5VWH2 977581 53100 SH SOLE 53100 0 0 BANK NEW YORK MELLON CORP COM 064058100 BBG001S5P6Q6 966708 21237 SH SOLE 21237 0 0 BECTON DICKINSON & CO COM 075887109 BBG001S5P374 1599039 6288 SH SOLE 6288 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 422266 1367 SH SOLE 1367 0 0 BIOTRICITY INC COM 09074H104 BBG0080Q4W36 15310 34173 SH SOLE 34173 0 0 BOEING CO COM 097023105 BBG001S5P0V3 1227327 6443 SH SOLE 6443 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 203898 5100 SH SOLE 5100 0 0 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 1021298 5690 SH SOLE 5690 0 0 CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 485959 10744 SH SOLE 10744 0 0 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 BBG00HY5VSC4 978149 56573 SH SOLE 56573 0 0 CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 200718 1701 SH SOLE 1701 0 0 COTY INC COM CL A 222070203 BBG001S8GLM1 130532 15249 SH SOLE 15249 0 0 CVS HEALTH CORP COM 126650100 BBG001S5QBD8 318057 3413 SH SOLE 3413 0 0 DEERE & CO COM 244199105 BBG001S5QFF7 1403331 3273 SH SOLE 3273 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 BBG001SPT759 484192 14735 SH SOLE 14735 0 0 DISNEY WALT CO COM 254687106 BBG001S5QHF3 651253 7496 SH SOLE 7496 0 0 DOVER CORP COM 260003108 BBG001S5QL46 1451866 10722 SH SOLE 10722 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 266939 22489 SH SOLE 22489 0 0 ENTERGY CORP NEW COM 29364G103 BBG001S67KF5 423000 3760 SH SOLE 3760 0 0 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 BBG00B9M3PB6 90925 21344 SH SOLE 21344 0 0 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 2417555 21918 SH SOLE 21918 0 0 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 BBG005FHVV56 1490542 23297 SH SOLE 23297 0 0 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 BBG001ST68R0 351753 3235 SH SOLE 3235 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 BBG001SN9872 530038 4304 SH SOLE 4304 0 0 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 BBG005YW3DQ0 461722 9919 SH SOLE 9919 0 0 FLAHERTY & CRUMRINE PFD INCO COM 338480106 BBG001S6PG82 159440 14351 SH SOLE 14351 0 0 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 163364 14047 SH SOLE 14047 0 0 FUELCELL ENERGY INC COM 35952H601 BBG001SDZHP5 35306 12700 SH SOLE 12700 0 0 GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 677304 8083 SH SOLE 8083 0 0 GENERAL MTRS CO COM 37045V100 BBG001SM1DK6 418127 12429 SH SOLE 12429 0 0 GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 331724 3864 SH SOLE 3864 0 0 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 BBG00MVW9603 3182 20000 SH Call SOLE 20000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 403472 1175 SH SOLE 1175 0 0 GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 263691 7504 SH SOLE 7504 0 0 HOME DEPOT INC COM 437076102 BBG001S5RTW7 315462 999 SH SOLE 999 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 BBG001SDJ4R0 400409 3903 SH SOLE 3903 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 593710 4214 SH SOLE 4214 0 0 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 BBG00KJR1T91 335438 6782 SH SOLE 6782 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 245427 2593 SH SOLE 2593 0 0 ISHARES TR CORE S&P TTL STK 464287150 BBG001SHTRL5 686425 8095 SH SOLE 8095 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1276250 3322 SH SOLE 3322 0 0 ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 1614211 12295 SH SOLE 12295 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 BBG0025X2G81 233099 3233 SH SOLE 3233 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 244655 8014 SH SOLE 8014 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 531136 2479 SH SOLE 2479 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 BBG001S561Q8 5078806 86817 SH SOLE 86817 0 0 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 6478602 44658 SH SOLE 44658 0 0 ISHARES TR S&P MC 400GR ETF 464287606 BBG001SFQL08 430290 6300 SH SOLE 6300 0 0 ISHARES TR S&P SML 600 GWT 464287887 BBG001SFQL44 1198604 11091 SH SOLE 11091 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 6099362 81882 SH SOLE 81882 0 0 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 3209846 58907 SH SOLE 58907 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 244634 4880 SH SOLE 4880 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 2686668 15209 SH SOLE 15209 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2869173 21395 SH SOLE 21395 0 0 KRAFT HEINZ CO COM 500754106 BBG005CPNTR1 377097 9263 SH SOLE 9263 0 0 LIGHTNING EMOTORS INC COM 53228T101 BBG00TZ5ZMX3 57789 157677 SH SOLE 157677 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG001S7PS57 734600 1510 SH SOLE 1510 0 0 LOEWS CORP COM 540424108 BBG001S6KQC0 646355 11081 SH SOLE 11081 0 0 LUMEN TECHNOLOGIES INC COM 550241103 BBG001S5Q8G2 299293 57336 SH SOLE 57336 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 BBG001S731Q7 354123 7053 SH SOLE 7053 0 0 MARTIN MARIETTA MATLS INC COM 573284106 BBG001S7QC51 674588 1996 SH SOLE 1996 0 0 MCDONALDS CORP COM 580135101 BBG001S5T110 331257 1257 SH SOLE 1257 0 0 MERCK & CO INC COM 58933Y105 BBG001S5TC52 1264608 11398 SH SOLE 11398 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 611809 5084 SH SOLE 5084 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 2644256 11026 SH SOLE 11026 0 0 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 666633 10002 SH SOLE 10002 0 0 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 1066736 12760 SH SOLE 12760 0 0 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 241743 3087 SH SOLE 3087 0 0 PEPSICO INC COM 713448108 BBG001S695T1 866807 4798 SH SOLE 4798 0 0 PFIZER INC COM 717081103 BBG001S5V466 694507 13554 SH SOLE 13554 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 999246 9873 SH SOLE 9873 0 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 BBG001S985K5 135174 11494 SH SOLE 11494 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 1751913 28593 SH SOLE 28593 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 BBG001S5X5Q9 902124 8939 SH SOLE 8939 0 0 ROPER TECHNOLOGIES INC COM 776696106 BBG001S9B362 545298 1262 SH SOLE 1262 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 1128800 12905 SH SOLE 12905 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 656228 19188 SH SOLE 19188 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 819908 6348 SH SOLE 6348 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 683051 5489 SH SOLE 5489 0 0 SEMPRA COM 816851109 BBG001SBVZ73 315262 2040 SH SOLE 2040 0 0 SERVICENOW INC COM 81762P102 BBG001T4JFC0 252376 650 SH SOLE 650 0 0 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 243006 4267 SH SOLE 4267 0 0 SMILEDIRECTCLUB INC CL A COM 83192H106 BBG00PZZ96M1 6797 19300 SH SOLE 19300 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 892815 5263 SH SOLE 5263 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 2659036 6953 SH SOLE 6953 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 443002 804 SH SOLE 804 0 0 TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 444384 7200 SH SOLE 7200 0 0 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 227763 9210 SH SOLE 9210 0 0 UNITIL CORP COM 913259107 BBG001S5X5G0 301791 5876 SH SOLE 5876 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 882323 22394 SH SOLE 22394 0 0 WP CAREY INC COM 92936U109 BBG001S67MM3 285013 3647 SH SOLE 3647 0 0