Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $240 Million
  • Q3 2025

Signature Wealth Management Group has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $240 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.4M, Ishares Ibonds Dec 2025 Term C with a value of $9.18M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.35M, Microsoft Corp with a value of $6M, and Abb Vie Inc. with a value of $5.84M.

Examining the 13F form we can see an increase of $927K in the current position value, from $240M to 240M.

Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $240 Million
ETFs: $64 Million
Technology: $32.7 Million
Healthcare: $23.3 Million
Consumer Defensive: $23 Million
Consumer Cyclical: $19 Million
Energy: $16.3 Million
Real Estate: $12.9 Million
Industrials: $12.6 Million
Other: $26.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$11.4 Million 4.73% of portfolio
120,022
Q3 2025 Reduced 0.82%
$0
$9.18 Million 3.82% of portfolio
364,471
Q3 2025 Reduced 0.09%
$0
$6.35 Million 2.64% of portfolio
261,072
Q3 2025 Added 0.07%
$3.86T
$6 Million 2.49% of portfolio
11,580
Q3 2025 Reduced 0.77%
$386B
$5.84 Million 2.43% of portfolio
25,244
Q3 2025 Added 0.94%
$0
$5.8 Million 2.41% of portfolio
246,922
Q3 2025 Added 0.1%
$389B
$5.67 Million 2.36% of portfolio
13,996
Q3 2025 Reduced 0.45%
$0
$5.62 Million 2.34% of portfolio
220,294
Q3 2025 Added 1.37%
$0
$5.59 Million 2.32% of portfolio
235,291
Q3 2025 Added 0.05%
$0
$5.52 Million 2.3% of portfolio
249,270
Q3 2025 Reduced 0.32%
$494B
$5.43 Million 2.26% of portfolio
29,263
Q3 2025 Added 0.77%
$70.5B
$5.32 Million 2.21% of portfolio
83,992
Q3 2025 Added 1.72%
$65.4B
$5.14 Million 2.14% of portfolio
30,207
Q3 2025 Added 30.25%
$300B
$5.1 Million 2.12% of portfolio
74,490
Q3 2025 Reduced 2.25%
$35.8B
$4.79 Million 1.99% of portfolio
78,732
Q3 2025 Added 2.19%
$0
$4.71 Million 1.96% of portfolio
105,733
Q3 2025 Reduced 0.18%
$0
$4.5 Million 1.87% of portfolio
212,241
Q3 2025 Added 1.07%
$309B
$4.33 Million 1.8% of portfolio
27,900
Q3 2025 Added 3.99%
$0
$4.26 Million 1.77% of portfolio
166,208
Q3 2025 Added 6.6%
$59.2B
$4.17 Million 1.74% of portfolio
91,279
Q3 2025 Added 2.59%
$40.4B
$4.09 Million 1.7% of portfolio
32,861
Q3 2025 Added 2.21%
$10.3B
$4.08 Million 1.7% of portfolio
33,314
Q3 2025 Added 1.77%
$138B
$4.06 Million 1.69% of portfolio
159,489
Q3 2025 Added 4.52%
$42.2B
$4.05 Million 1.68% of portfolio
31,926
Q3 2025 Added 5.08%
$11.5B
$4.01 Million 1.67% of portfolio
86,081
Q3 2025 Added 2.78%
$201B
$3.91 Million 1.62% of portfolio
27,825
Q3 2025 Added 8.69%
$177B
$3.73 Million 1.55% of portfolio
19,143
Q3 2025 Added 0.5%
$98B
$3.68 Million 1.53% of portfolio
81,693
Q3 2025 Added 7.99%
$505B
$3.21 Million 1.34% of portfolio
17,220
Q3 2025 Reduced 0.84%
$27.7B
$2.98 Million 1.24% of portfolio
59,116
Q3 2025 Added 12.79%
$13B
$2.97 Million 1.23% of portfolio
15,182
Q3 2025 Reduced 1.04%
$270B
$2.9 Million 1.2% of portfolio
8,716
Q3 2025 Reduced 0.9%
$1.72T
$2.76 Million 1.15% of portfolio
11,313
Q3 2025 Reduced 0.78%
$42.7B
$2.73 Million 1.14% of portfolio
30,466
Q3 2025 Added 3.58%
$4.35T
$2.72 Million 1.13% of portfolio
10,663
Q3 2025 Added 0.56%
$1.44T
$2.64 Million 1.1% of portfolio
5,931
Q3 2025 Reduced 0.67%
$0
$2.59 Million 1.08% of portfolio
28,955
Q3 2025 Reduced 0.16%
$117B
$2.46 Million 1.02% of portfolio
5,009
Q3 2025 Added 1.29%
$70.3B
$2.42 Million 1.01% of portfolio
29,019
Q3 2025 Added 1.82%
$2.53B
$2.43 Million 1.01% of portfolio
185,965
Q3 2025 Reduced 0.06%
$276B
$2.39 Million 0.99% of portfolio
8,471
Q3 2025 Reduced 53.03%
$0
$2.22 Million 0.92% of portfolio
81,380
Q3 2025 Added 3.27%
$188B
$2.16 Million 0.9% of portfolio
3,167
Q3 2025 Reduced 1.62%
$6.01B
$2.17 Million 0.9% of portfolio
38,182
Q3 2025 Reduced 1.74%
$5.34B
$2.08 Million 0.86% of portfolio
32,623
Q3 2025 Reduced 2.27%
$139B
$1.98 Million 0.83% of portfolio
4,340
Q3 2025 Reduced 1.65%
$104B
$1.88 Million 0.78% of portfolio
4,444
Q3 2025 Reduced 1.22%
$186B
$1.83 Million 0.76% of portfolio
1,992
Q3 2025 Added 1.79%
$163B
$1.81 Million 0.75% of portfolio
12,519
Q3 2025 Reduced 1.35%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $240 Million
  • Prior Value $240 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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