Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $244 Million
  • Q1 2025

Signature Wealth Management Group has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.2M, Ishares Ibonds Dec 2025 Term C with a value of $9.03M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.21M, Ishares Tr Ibonds Dec 2029 Ter with a value of $5.64M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.47M.

Examining the 13F form we can see an increase of $7.28M in the current position value, from $236M to 244M.

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

Portfolio value $244 Million
ETFs: $66.4 Million
Technology: $32.6 Million
Healthcare: $25.9 Million
Consumer Defensive: $24.6 Million
Consumer Cyclical: $16.3 Million
Utilities: $14.8 Million
Industrials: $13.7 Million
Financial Services: $12.4 Million
Other: $27.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.1B
$11.2 Million 4.59% of portfolio
121,660
Q1 2025 Added 1.32%
$0
$9.03 Million 3.71% of portfolio
359,184
Q1 2025 Added 0.8%
$0
$6.21 Million 2.55% of portfolio
256,628
Q1 2025 Added 0.35%
$0
$5.64 Million 2.31% of portfolio
243,874
Q1 2025 Added 2.01%
$0
$5.47 Million 2.24% of portfolio
230,154
Q1 2025 Added 1.06%
$0
$5.41 Million 2.22% of portfolio
214,174
Q1 2025 Added 1.84%
$0
$5.38 Million 2.21% of portfolio
247,643
Q1 2025 Added 2.95%
$368B
$5.25 Million 2.15% of portfolio
14,335
Q1 2025 Reduced 0.51%
$319B
$5.19 Million 2.13% of portfolio
24,779
Q1 2025 Reduced 2.64%
$72.6B
$5.06 Million 2.08% of portfolio
84,666
Q1 2025 Reduced 1.2%
$405B
$4.75 Million 1.95% of portfolio
28,626
Q1 2025 Added 2.73%
$52B
$4.72 Million 1.94% of portfolio
30,581
Q1 2025 Reduced 2.17%
$231B
$4.68 Million 1.92% of portfolio
75,876
Q1 2025 Reduced 1.61%
$206B
$4.6 Million 1.89% of portfolio
18,512
Q1 2025 Reduced 8.01%
$104B
$4.58 Million 1.88% of portfolio
75,162
Q1 2025 Added 1.59%
$44.7B
$4.57 Million 1.87% of portfolio
32,111
Q1 2025 Added 1.91%
$0
$4.48 Million 1.84% of portfolio
40,334
Q1 2025 Added 0.01%
$2.89T
$4.4 Million 1.81% of portfolio
11,731
Q1 2025 Reduced 0.93%
$35.3B
$4.42 Million 1.81% of portfolio
76,167
Q1 2025 Added 2.97%
$0
$4.36 Million 1.79% of portfolio
106,853
Q1 2025 Reduced 0.37%
$0
$4.28 Million 1.76% of portfolio
206,377
Q1 2025 Added 7.01%
$12.6B
$4.22 Million 1.73% of portfolio
82,998
Q1 2025 Added 2.14%
$63.6B
$4.12 Million 1.69% of portfolio
49,126
Q1 2025 Reduced 17.69%
$24.1B
$4.1 Million 1.68% of portfolio
23,944
Q1 2025 Added 16.78%
$128B
$3.89 Million 1.6% of portfolio
153,511
Q1 2025 Added 15.74%
$0
$3.79 Million 1.55% of portfolio
151,755
Q1 2025 Added 3.51%
$50.3B
$3.68 Million 1.51% of portfolio
89,518
Q1 2025 Added 1.54%
$9.78B
$3.67 Million 1.5% of portfolio
32,231
Q1 2025 Added 3.25%
$186B
$3.62 Million 1.49% of portfolio
24,168
Q1 2025 New
$177B
$3.58 Million 1.47% of portfolio
18,386
Q1 2025 Added 0.02%
$3.81B
$3.59 Million 1.47% of portfolio
188,911
Q1 2025 Added 8.22%
$33.5B
$3.14 Million 1.29% of portfolio
52,537
Q1 2025 Added 9.97%
$17.3B
$3.12 Million 1.28% of portfolio
36,462
Q1 2025 Reduced 45.45%
$72.2B
$3.08 Million 1.26% of portfolio
27,986
Q1 2025 Added 6.83%
$43.9B
$2.98 Million 1.22% of portfolio
28,527
Q1 2025 Added 12.83%
$0
$2.56 Million 1.05% of portfolio
28,112
Q1 2025 Added 2.35%
$10.1B
$2.39 Million 0.98% of portfolio
15,136
Q1 2025 Reduced 0.5%
$200B
$2.4 Million 0.98% of portfolio
8,902
Q1 2025 Reduced 0.95%
$3.35T
$2.34 Million 0.96% of portfolio
10,526
Q1 2025 Added 13.0%
$140B
$2.17 Million 0.89% of portfolio
4,621
Q1 2025 Added 3.45%
$20.9B
$2.14 Million 0.88% of portfolio
61,348
Q1 2025 Reduced 0.33%
$5.44B
$2.09 Million 0.86% of portfolio
37,889
Q1 2025 Added 1.55%
$397B
$2.06 Million 0.84% of portfolio
3,924
Q1 2025 Added 5.37%
$126B
$2.04 Million 0.84% of portfolio
4,218
Q1 2025 Added 3.51%
$0
$2.01 Million 0.83% of portfolio
75,462
Q1 2025 Reduced 1.58%
$173B
$1.96 Million 0.8% of portfolio
3,197
Q1 2025 Added 4.37%
$0
$1.89 Million 0.78% of portfolio
43,141
Q1 2025 Added 0.55%
$265B
$1.91 Million 0.78% of portfolio
17,598
Q1 2025 Reduced 1.11%
$265B
$1.91 Million 0.78% of portfolio
7,103
Q1 2025 Added 3.89%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $244 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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