Portfolio (Quarterly)
Guide ↗
Signature Wealth Management Partners, LLC
· CIK 0001824694| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 11,205 | $1.3M | 0.67% | SOLD |
| 2 | FXH | FIRST TR EXCHANGE TRADED FD | — | 2,942 | $335K | 0.17% | SOLD |
| 3 | NVO | NOVO-NORDISK A S | Healthcare | 6,427 | $327K | 0.16% | SOLD |
| 4 | ROP | ROPER TECHNOLOGIES INC | Industrials | 700 | $312K | 0.15% | SOLD |
| 5 | IWD | ISHARES TR | — | 1,325 | $279K | 0.14% | SOLD |
| 6 | BAC | BANK AMERICA CORP | Financial Services | 4,542 | $250K | 0.12% | SOLD |
| 7 | OWL | BLUE OWL CAPITAL INC | Financial Services | 16,575 | $248K | 0.12% | SOLD |
| 8 | BDX | BECTON DICKINSON & CO | Healthcare | 1,249 | $242K | 0.12% | SOLD |
| 9 | ZS | ZSCALER INC | Technology | 900 | $202K | 0.10% | SOLD |
| 10 | CEG | CONSTELLATION ENERGY CORP | Utilities | 570 | $201K | 0.10% | SOLD |
Sector Allocation
Technology
33.3%
Financial Services
17.8%
Industrials
13.5%
Communication Services
9.1%
Consumer Cyclical
7.0%
Healthcare
6.4%
Utilities
4.4%
Consumer Defensive
3.7%
Basic Materials
2.9%
Energy
1.9%