0001398344-22-002606.txt : 20220210 0001398344-22-002606.hdr.sgml : 20220210 20220210135850 ACCESSION NUMBER: 0001398344-22-002606 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220210 EFFECTIVENESS DATE: 20220210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lumature Wealth Partners, LLC CENTRAL INDEX KEY: 0001843558 IRS NUMBER: 850937890 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20611 FILM NUMBER: 22613034 BUSINESS ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 BUSINESS PHONE: 678-680-6500 MAIL ADDRESS: STREET 1: 2325 LAKEVIEW PARKWAY STREET 2: STE. 175 CITY: ALPHARETTA STATE: GA ZIP: 30009 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001843558 XXXXXXXX 12-31-2021 12-31-2021 false Lumature Wealth Partners, LLC

2325 LAKEVIEW PARKWAY STE. 175 ALPHARETTA GA 30009

13F HOLDINGS REPORT 028-20611 N A. Ross Ramsey 678-680-6500 /s/ A. Ross Ramsey Alpharetta GA 02-09-2022 0 406 257436 INFORMATION TABLE 2 fp0072248_13fhr-table.xml 13F INFORMATION TABLE AFLAC INC COM 001055102 120 2050 SH SOLE 0 0 2050 ALPS ETF TR ALERIAN MLP 00162Q452 15 471 SH SOLE 0 0 471 AT&T INC COM 00206R102 293 11891 SH SOLE 0 0 11891 ARK ETF TR INNOVATION ETF 00214Q104 33 350 SH SOLE 0 0 350 ARK ETF TR NEXT GNRTN INTER 00214Q401 4 30 SH SOLE 0 0 30 ABBOTT LABS COM 002824100 42 301 SH SOLE 0 0 301 ABBVIE INC COM 00287Y109 346 2558 SH SOLE 0 0 2558 ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHS 003264108 395 17623 SH SOLE 0 0 17623 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 706 40183 SH SOLE 0 0 40183 ACTIVISION BLIZZARD INC COM 00507V109 9 135 SH SOLE 0 0 135 ADOBE SYSTEMS INCORPORATED COM 00724F101 898 1584 SH SOLE 0 0 1584 AGILENT TECHNOLOGIES INC COM 00846U101 858 5377 SH SOLE 0 0 5377 AIR PRODS & CHEMS INC COM 009158106 48 158 SH SOLE 0 0 158 ALCOA CORP COM 013872106 4 66 SH SOLE 0 0 66 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 46 388 SH SOLE 0 0 388 ALLSTATE CORP COM 020002101 10 81 SH SOLE 0 0 81 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 17 100 SH SOLE 0 0 100 ALPHABET INC CAP STK CL C 02079K107 6 2 SH SOLE 0 0 2 ALPHABET INC CAP STK CL A 02079K305 2349 811 SH SOLE 0 0 811 ALTRIA GROUP INC COM 02209S103 17 350 SH SOLE 0 0 350 AMAZON COM INC COM 023135106 1147 344 SH SOLE 0 0 344 AMERICA FIRST MULTIFAMILY IN BEN UNIT CTF 02364V107 10 1500 SH SOLE 0 0 1500 AMERICAN AIRLS GROUP INC COM 02376R102 18 1000 SH SOLE 0 0 1000 AMERICAN ELEC PWR CO INC COM 025537101 18 200 SH SOLE 0 0 200 AMERICAN EXPRESS CO COM 025816109 95 579 SH SOLE 0 0 579 AMERICAN TOWER CORP NEW COM 03027X100 36 124 SH SOLE 0 0 124 AMERIS BANCORP COM 03076K108 76 1532 SH SOLE 0 0 1532 AMGEN INC COM 031162100 21 94 SH SOLE 0 0 94 APPIAN CORP CL A 03782L101 39 600 SH SOLE 0 0 600 APPLE INC COM 037833100 6075 34213 SH SOLE 0 0 34213 APPLIED MATLS INC COM 038222105 1654 10513 SH SOLE 0 0 10513 APTARGROUP INC COM 038336103 32 261 SH SOLE 0 0 261 ARBOR 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SH SOLE 0 0 9160 ISHARES INC EM MKTS DIV ETF 464286319 166 4300 SH SOLE 0 0 4300 ISHARES INC MSCI EMERG MRKT 464286533 34 539 SH SOLE 0 0 539 ISHARES TR S&P 100 ETF 464287101 827 3774 SH SOLE 0 0 3774 ISHARES TR SELECT DIVID ETF 464287168 86 700 SH SOLE 0 0 700 ISHARES TR TIPS BD ETF 464287176 1474 11407 SH SOLE 0 0 11407 ISHARES TR CORE S&P500 ETF 464287200 11671 24468 SH SOLE 0 0 24468 ISHARES TR CORE US AGGBD ET 464287226 6056 53088 SH SOLE 0 0 53088 ISHARES TR IBOXX INV CP ETF 464287242 2433 18362 SH SOLE 0 0 18362 ISHARES TR GLOBAL TECH ETF 464287291 269 4180 SH SOLE 0 0 4180 ISHARES TR S&P 500 GRWT ETF 464287309 105 1251 SH SOLE 0 0 1251 ISHARES TR S&P 500 VAL ETF 464287408 75 479 SH SOLE 0 0 479 ISHARES TR 20 YR TR BD ETF 464287432 16 106 SH SOLE 0 0 106 ISHARES TR BARCLAYS 7 10 YR 464287440 1981 17225 SH SOLE 0 0 17225 ISHARES TR 1 3 YR TREAS BD 464287457 16 184 SH SOLE 0 0 184 ISHARES TR RUS MD CP GR ETF 464287481 28 243 SH SOLE 0 0 243 ISHARES TR CORE S&P MCP ETF 464287507 116 410 SH SOLE 0 0 410 ISHARES TR ISHARES BIOTECH 464287556 215 1410 SH SOLE 0 0 1410 ISHARES TR US CONSUM DISCRE 464287580 67 800 SH SOLE 0 0 800 ISHARES TR RUS 1000 GRW ETF 464287614 26 86 SH SOLE 0 0 86 ISHARES TR RUS 1000 ETF 464287622 99 374 SH SOLE 0 0 374 ISHARES TR RUSSELL 2000 ETF 464287655 101 455 SH SOLE 0 0 455 ISHARES TR CORE S&P US GWT 464287671 27 233 SH SOLE 0 0 233 ISHARES TR RUSSELL 3000 ETF 464287689 38 136 SH SOLE 0 0 136 ISHARES TR US TELECOM ETF 464287713 748 22734 SH SOLE 0 0 22734 ISHARES TR U.S. TECH ETF 464287721 31 271 SH SOLE 0 0 271 ISHARES TR US HLTHCARE ETF 464287762 96 320 SH SOLE 0 0 320 ISHARES TR U.S. FIN SVC ETF 464287770 44 230 SH SOLE 0 0 230 ISHARES TR U.S. FINLS ETF 464287788 66 760 SH SOLE 0 0 760 ISHARES TR CORE S&P SCP ETF 464287804 333 2909 SH SOLE 0 0 2909 ISHARES TR SP SMCP600VL ETF 464287879 1734 16598 SH SOLE 0 0 16598 ISHARES TR S&P SML 600 GWT 464287887 2114 15230 SH SOLE 0 0 15230 ISHARES TR SHRT NAT MUN ETF 464288158 898 8360 SH SOLE 0 0 8360 ISHARES TR MSCI ACWI ETF 464288257 25 236 SH SOLE 0 0 236 ISHARES TR EAFE SML CP ETF 464288273 7 102 SH SOLE 0 0 102 ISHARES TR NATIONAL MUN ETF 464288414 534 4593 SH SOLE 0 0 4593 ISHARES TR IBOXX HI YD ETF 464288513 1486 17083 SH SOLE 0 0 17083 ISHARES TR MBS ETF 464288588 3905 36353 SH SOLE 0 0 36353 ISHARES TR INTRM GOV CR ETF 464288612 60 524 SH SOLE 0 0 524 ISHARES TR ISHS 5-10YR INVT 464288638 3588 60529 SH SOLE 0 0 60529 ISHARES TR ISHS 1-5YR INVS 464288646 114 2123 SH SOLE 0 0 2123 ISHARES TR 3 7 YR TREAS BD 464288661 885 6876 SH SOLE 0 0 6876 ISHARES TR PFD AND INCM SEC 464288687 424 10750 SH SOLE 0 0 10750 ISHARES TR U.S. MED DVC ETF 464288810 212 3213 SH SOLE 0 0 3213 ISHARES TR US HLTHCR PR ETF 464288828 8 27 SH SOLE 0 0 27 ISHARES TR EAFE GRWTH ETF 464288885 556 5040 SH SOLE 0 0 5040 ISHARES SILVER TR ISHARES 46428Q109 152 7087 SH SOLE 0 0 7087 ISHARES TR US TREAS BD ETF 46429B267 5096 191022 SH SOLE 0 0 191022 ISHARES TR CORE HIGH DV ETF 46429B663 92 913 SH SOLE 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SOLE 0 0 53 POLARIS INC COM 731068102 8 69 SH SOLE 0 0 69 POOL CORP COM 73278L105 78 138 SH SOLE 0 0 138 PRICE T ROWE GROUP INC COM 74144T108 859 4370 SH SOLE 0 0 4370 PROCTER AND GAMBLE CO COM 742718109 1504 9195 SH SOLE 0 0 9195 PROSHARES TR S&P 500 DV ARIST 74348A467 7 68 SH SOLE 0 0 68 PROSPERITY BANCSHARES INC COM 743606105 3 48 SH SOLE 0 0 48 PULTE GROUP INC COM 745867101 29 512 SH SOLE 0 0 512 QUALCOMM INC COM 747525103 810 4432 SH SOLE 0 0 4432 RAYTHEON TECHNOLOGIES CORP COM 75513E101 84 980 SH SOLE 0 0 980 REALTY INCOME CORP COM 756109104 14 200 SH SOLE 0 0 200 REDFIN CORP COM 75737F108 29 750 SH SOLE 0 0 750 REGIONS FINANCIAL CORP NEW COM 7591EP100 15 700 SH SOLE 0 0 700 RELX PLC SPONSORED ADR 759530108 91 2786 SH SOLE 0 0 2786 REPUBLIC SVCS INC COM 760759100 118 843 SH SOLE 0 0 843 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 26 250 SH SOLE 0 0 250 ROBLOX CORP CL A 771049103 208 2020 SH SOLE 0 0 2020 ROCKWELL AUTOMATION INC COM 773903109 35 100 SH SOLE 0 0 100 ROPER TECHNOLOGIES INC COM 776696106 297 604 SH SOLE 0 0 604 ROYAL BK CDA COM 780087102 7 64 SH SOLE 0 0 64 S&P GLOBAL INC COM 78409V104 1338 2834 SH SOLE 0 0 2834 SEI INVTS CO COM 784117103 152 2500 SH SOLE 0 0 2500 SPDR S&P 500 ETF TR TR UNIT 78462F103 261 550 SH SOLE 0 0 550 SPDR GOLD TR GOLD SHS 78463V107 1047 6126 SH SOLE 0 0 6126 SPDR SER TR NUVEEN BLOOMBERG 78464A284 309 5146 SH SOLE 0 0 5146 SPDR SER TR PORTFLI TIPS ETF 78464A656 57 1800 SH SOLE 0 0 1800 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 11 30 SH SOLE 0 0 30 SPDR SER TR S&P OILGAS EXP 78468R556 19 200 SH SOLE 0 0 200 SPDR SER TR BLOOMBERG HIGH Y 78468R622 53 488 SH SOLE 0 0 488 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 7 77 SH SOLE 0 0 77 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1114 22655 SH SOLE 0 0 22655 SPDR SER TR SSGA US SMAL ETF 78468R887 44 372 SH SOLE 0 0 372 SABA CAPITAL INCOME & OPRNT SHARES 78518H103 77 17019 SH SOLE 0 0 17019 SALESFORCE COM INC COM 79466L302 921 3625 SH SOLE 0 0 3625 SAP SE SPON ADR 803054204 126 900 SH SOLE 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SH SOLE 0 0 1000 SHERWIN WILLIAMS CO COM 824348106 392 1114 SH SOLE 0 0 1114 SHOPIFY INC CL A 82509L107 80 58 SH SOLE 0 0 58 SMITH A O CORP COM 831865209 343 3997 SH SOLE 0 0 3997 SMUCKER J M CO COM NEW 832696405 0 1 SH SOLE 0 0 1 SNAP ON INC COM 833034101 33 152 SH SOLE 0 0 152 SONY GROUP CORPORATION SPONSORED ADR 835699307 120 953 SH SOLE 0 0 953 SOUTHSTATE CORPORATION COM 840441109 59 737 SH SOLE 0 0 737 SOUTHERN CO COM 842587107 572 8343 SH SOLE 0 0 8343 SPLUNK INC COM 848637104 12 100 SH SOLE 0 0 100 BLOCK INC CL A 852234103 13 80 SH SOLE 0 0 80 STARBUCKS CORP COM 855244109 1568 13403 SH SOLE 0 0 13403 STRYKER CORPORATION COM 863667101 88 330 SH SOLE 0 0 330 SWITCH INC CL A 87105L104 186 6500 SH SOLE 0 0 6500 SYNOVUS FINL CORP COM NEW 87161C501 0 5 SH SOLE 0 0 5 SYNCHRONY FINANCIAL COM 87165B103 9 201 SH SOLE 0 0 201 SYSCO CORP COM 871829107 6 81 SH SOLE 0 0 81 TJX COS INC NEW COM 872540109 10 127 SH SOLE 0 0 127 T-MOBILE US INC COM 872590104 1 10 SH SOLE 0 0 10 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 140 1165 SH SOLE 0 0 1165 TARGET CORP COM 87612E106 281 1214 SH SOLE 0 0 1214 TELADOC HEALTH INC COM 87918A105 18 200 SH SOLE 0 0 200 TESLA INC COM 88160R101 1085 1027 SH SOLE 0 0 1027 THE TRADE DESK INC COM CL A 88339J105 92 1000 SH SOLE 0 0 1000 3M CO COM 88579Y101 100 564 SH SOLE 0 0 564 TOTALENERGIES SE SPONSORED ADS 89151E109 73 1472 SH SOLE 0 0 1472 TOYOTA MOTOR CORP ADS 892331307 44 236 SH SOLE 0 0 236 TRACTOR SUPPLY CO COM 892356106 491 2059 SH SOLE 0 0 2059 TRUIST FINL CORP COM 89832Q109 704 12024 SH SOLE 0 0 12024 TWILIO INC CL A 90138F102 26 100 SH SOLE 0 0 100 ULTA BEAUTY INC COM 90384S303 33 81 SH SOLE 0 0 81 UNION PAC CORP COM 907818108 459 1822 SH SOLE 0 0 1822 UNITED CMNTY BKS BLAIRSVLE G COM 90984P303 30 836 SH SOLE 0 0 836 UNITED PARCEL SERVICE INC CL B 911312106 885 4131 SH SOLE 0 0 4131 UNITEDHEALTH GROUP INC COM 91324P102 22 44 SH SOLE 0 0 44 V F CORP COM 918204108 287 3917 SH SOLE 0 0 3917 VAIL RESORTS INC COM 91879Q109 33 100 SH SOLE 0 0 100 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 7 89 SH SOLE 0 0 89 VANECK ETF TRUST HIGH YLD MUNIETF 92189H409 385 6170 SH SOLE 0 0 6170 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 7 89 SH SOLE 0 0 89 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2653 31308 SH SOLE 0 0 31308 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 103 2021 SH SOLE 0 0 2021 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4 77 SH SOLE 0 0 77 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 158 2923 SH SOLE 0 0 2923 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 60 1220 SH SOLE 0 0 1220 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2 8 SH SOLE 0 0 8 VANGUARD WORLD FDS INF TECH ETF 92204A702 5 11 SH SOLE 0 0 11 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6 32 SH SOLE 0 0 32 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 285 4677 SH SOLE 0 0 4677 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1418 17455 SH SOLE 0 0 17455 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 16 244 SH SOLE 0 0 244 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 5 87 SH SOLE 0 0 87 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2084 22471 SH SOLE 0 0 22471 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 875 15940 SH SOLE 0 0 15940 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2351 15636 SH SOLE 0 0 15636 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 2365 9289 SH SOLE 0 0 9289 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 382 3295 SH SOLE 0 0 3295 VANGUARD INDEX FDS SML CP GRW ETF 922908595 366 1298 SH SOLE 0 0 1298 VANGUARD INDEX FDS SM CP VAL ETF 922908611 373 2087 SH SOLE 0 0 2087 VANGUARD INDEX FDS GROWTH ETF 922908736 7999 24928 SH SOLE 0 0 24928 VANGUARD INDEX FDS VALUE ETF 922908744 7004 47610 SH SOLE 0 0 47610 VANGUARD INDEX FDS TOTAL STK MKT 922908769 181 750 SH SOLE 0 0 750 VERIZON COMMUNICATIONS INC COM 92343V104 376 7234 SH SOLE 0 0 7234 VERISK ANALYTICS INC COM 92345Y106 11 49 SH SOLE 0 0 49 VERTEX PHARMACEUTICALS INC COM 92532F100 12 55 SH SOLE 0 0 55 VIATRIS INC COM 92556V106 11 825 SH SOLE 0 0 825 VISA INC COM CL A 92826C839 801 3694 SH SOLE 0 0 3694 VIRTUS ALLIANZGI EQUITY & CO COM 92841M101 181 6000 SH SOLE 0 0 6000 VULCAN MATLS CO COM 929160109 572 2756 SH SOLE 0 0 2756 WP CAREY INC COM 92936U109 591 7200 SH SOLE 0 0 7200 WEC ENERGY GROUP INC COM 92939U106 31 316 SH SOLE 0 0 316 WABTEC COM 929740108 1 12 SH SOLE 0 0 12 WALMART INC COM 931142103 1336 9236 SH SOLE 0 0 9236 WALGREENS BOOTS ALLIANCE INC COM 931427108 303 5803 SH SOLE 0 0 5803 WATSCO INC COM 942622200 35 112 SH SOLE 0 0 112 WELLS FARGO CO NEW COM 949746101 62 1299 SH SOLE 0 0 1299 WISDOMTREE TR US LARGECAP DIVD 97717W307 53 798 SH SOLE 0 0 798 WISDOMTREE TR FLOATNG RAT TREA 97717X628 126 5026 SH SOLE 0 0 5026 WORKDAY INC CL A 98138H101 877 3211 SH SOLE 0 0 3211 WORKHORSE GROUP INC COM NEW 98138J206 0 60 SH SOLE 0 0 60 XCEL ENERGY INC COM 98389B100 28 407 SH SOLE 0 0 407 XILINX INC COM 983919101 455 2145 SH SOLE 0 0 2145 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 18 30 SH SOLE 0 0 30 ZENDESK INC COM 98936J101 21 200 SH SOLE 0 0 200 ZUORA INC COM CL A 98983V106 15 800 SH SOLE 0 0 800 ATLASSIAN CORP PLC CL A G06242104 19 50 SH SOLE 0 0 50 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1717 4142 SH SOLE 0 0 4142 EATON CORP PLC SHS G29183103 35 200 SH SOLE 0 0 200 ICON PLC SHS G4705A100 8 26 SH SOLE 0 0 26 IHS MARKIT LTD SHS G47567105 400 3008 SH SOLE 0 0 3008 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5 36 SH SOLE 0 0 36 MEDTRONIC PLC SHS G5960L103 121 1174 SH SOLE 0 0 1174 NOVOCURE LTD ORD SHS G6674U108 17 220 SH SOLE 0 0 220 STERIS PLC SHS USD G8473T100 113 466 SH SOLE 0 0 466 TRANE TECHNOLOGIES PLC SHS G8994E103 9 47 SH SOLE 0 0 47 ALCON AG ORD SHS H01301128 89 1010 SH SOLE 0 0 1010 CHUBB LIMITED COM H1467J104 94 486 SH SOLE 0 0 486 TE CONNECTIVITY LTD SHS H84989104 0 2 SH SOLE 0 0 2 CHECK POINT SOFTWARE TECH LT ORD M22465104 5 42 SH SOLE 0 0 42 WIX COM LTD SHS M98068105 14 86 SH SOLE 0 0 86 FERRARI N V COM N3167Y103 89 343 SH SOLE 0 0 343 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 0 5 SH SOLE 0 0 5 NXP SEMICONDUCTORS N V COM N6596X109 9 41 SH SOLE 0 0 41