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Signature Wealth Management Partners, LLC Buys Verizon Communications Inc, Lumen Technologies Inc, ETFMG Alternative Harvest ETF, Sells AT&T Inc, TransMedics Group Inc, Splunk Inc

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Jan 19, 2022
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Investment company Signature Wealth Management Partners, LLC (Current Portfolio) buys Verizon Communications Inc, Lumen Technologies Inc, ETFMG Alternative Harvest ETF, FIRST TR ETF VI, Cognizant Technology Solutions Corp, sells AT&T Inc, TransMedics Group Inc, Splunk Inc, Biogen Inc, ConocoPhillips during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Signature Wealth Management Partners, LLC. As of 2021Q4, Signature Wealth Management Partners, LLC owns 110 stocks with a total value of $118 million. These are the details of the buys and sells.

For the details of Signature Wealth Management Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/signature+wealth+management+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Signature Wealth Management Partners, LLC
  1. Apple Inc (AAPL) - 58,492 shares, 8.80% of the total portfolio. Shares added by 0.97%
  2. iShares U.S. Technology ETF (IYW) - 82,582 shares, 8.04% of the total portfolio. Shares reduced by 0.56%
  3. iShares S&P 500 Value ETF (IVE) - 40,368 shares, 5.36% of the total portfolio. Shares reduced by 2.12%
  4. AMETEK Inc (AME) - 40,124 shares, 5.00% of the total portfolio.
  5. iShares S&P 500 Growth ETF (IVW) - 56,935 shares, 4.04% of the total portfolio. Shares added by 1.97%
New Purchase: ETFMG Alternative Harvest ETF (MJ)

Signature Wealth Management Partners, LLC initiated holding in ETFMG Alternative Harvest ETF. The purchase prices were between $11.05 and $15.38, with an estimated average price of $13.1. The stock is now traded at around $10.440000. The impact to a portfolio due to this purchase was 0.22%. The holding were 23,204 shares as of 2021-12-31.

New Purchase: FIRST TR ETF VI (FTXR)

Signature Wealth Management Partners, LLC initiated holding in FIRST TR ETF VI. The purchase prices were between $30.94 and $35.88, with an estimated average price of $33.82. The stock is now traded at around $34.150000. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,095 shares as of 2021-12-31.

New Purchase: Cognizant Technology Solutions Corp (CTSH)

Signature Wealth Management Partners, LLC initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $74.34 and $89.59, with an estimated average price of $80.6. The stock is now traded at around $86.190000. The impact to a portfolio due to this purchase was 0.2%. The holding were 2,615 shares as of 2021-12-31.

New Purchase: Tesla Inc (TSLA)

Signature Wealth Management Partners, LLC initiated holding in Tesla Inc. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $1030.510000. The impact to a portfolio due to this purchase was 0.19%. The holding were 215 shares as of 2021-12-31.

New Purchase: Southern Co (SO)

Signature Wealth Management Partners, LLC initiated holding in Southern Co. The purchase prices were between $61.1 and $68.58, with an estimated average price of $63.82. The stock is now traded at around $68.010000. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,986 shares as of 2021-12-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Signature Wealth Management Partners, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $370.550000. The impact to a portfolio due to this purchase was 0.17%. The holding were 508 shares as of 2021-12-31.

Added: Verizon Communications Inc (VZ)

Signature Wealth Management Partners, LLC added to a holding in Verizon Communications Inc by 76.54%. The purchase prices were between $49.77 and $54.53, with an estimated average price of $52.14. The stock is now traded at around $53.430000. The impact to a portfolio due to this purchase was 0.54%. The holding were 28,210 shares as of 2021-12-31.

Added: Lumen Technologies Inc (LUMN)

Signature Wealth Management Partners, LLC added to a holding in Lumen Technologies Inc by 146.79%. The purchase prices were between $11.79 and $14.27, with an estimated average price of $12.75. The stock is now traded at around $12.130000. The impact to a portfolio due to this purchase was 0.32%. The holding were 50,109 shares as of 2021-12-31.

Added: Magellan Midstream Partners LP (MMP)

Signature Wealth Management Partners, LLC added to a holding in Magellan Midstream Partners LP by 58.77%. The purchase prices were between $43.99 and $51.44, with an estimated average price of $47.24. The stock is now traded at around $49.080000. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,505 shares as of 2021-12-31.

Added: Thermo Fisher Scientific Inc (TMO)

Signature Wealth Management Partners, LLC added to a holding in Thermo Fisher Scientific Inc by 21.55%. The purchase prices were between $569 and $667.24, with an estimated average price of $625.69. The stock is now traded at around $590.100000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,100 shares as of 2021-12-31.

Added: First Trust Dorsey Wright Focus 5 ETF (FV)

Signature Wealth Management Partners, LLC added to a holding in First Trust Dorsey Wright Focus 5 ETF by 23.94%. The purchase prices were between $45.57 and $51.48, with an estimated average price of $48.86. The stock is now traded at around $48.660000. The impact to a portfolio due to this purchase was 0.09%. The holding were 11,038 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Signature Wealth Management Partners, LLC added to a holding in Meta Platforms Inc by 27.86%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $318.150000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,083 shares as of 2021-12-31.

Sold Out: TransMedics Group Inc (TMDX)

Signature Wealth Management Partners, LLC sold out a holding in TransMedics Group Inc. The sale prices were between $19.16 and $32.05, with an estimated average price of $24.86.

Sold Out: Splunk Inc (SPLK)

Signature Wealth Management Partners, LLC sold out a holding in Splunk Inc. The sale prices were between $108.91 and $173.31, with an estimated average price of $138.99.

Sold Out: ConocoPhillips (COP)

Signature Wealth Management Partners, LLC sold out a holding in ConocoPhillips. The sale prices were between $68.6 and $77.03, with an estimated average price of $72.91.

Sold Out: Teladoc Health Inc (TDOC)

Signature Wealth Management Partners, LLC sold out a holding in Teladoc Health Inc. The sale prices were between $87.43 and $154.29, with an estimated average price of $118.83.

Sold Out: Adobe Inc (ADBE)

Signature Wealth Management Partners, LLC sold out a holding in Adobe Inc. The sale prices were between $549.77 and $688.37, with an estimated average price of $625.62.

Sold Out: Zoom Video Communications Inc (ZM)

Signature Wealth Management Partners, LLC sold out a holding in Zoom Video Communications Inc. The sale prices were between $181.81 and $285.66, with an estimated average price of $233.56.



Here is the complete portfolio of Signature Wealth Management Partners, LLC. Also check out:

1. Signature Wealth Management Partners, LLC's Undervalued Stocks
2. Signature Wealth Management Partners, LLC's Top Growth Companies, and
3. Signature Wealth Management Partners, LLC's High Yield stocks
4. Stocks that Signature Wealth Management Partners, LLC keeps buying
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