Signature Wealth Management Group Purchases in Q1 2025

Signature Wealth Management Group

  • $244 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
24.2K
New
$142.64 - $156.42 $3.45M - $3.78M
24.2K $3.62M
WING
Wingstop Inc.

Consumer Cyclical
5.94K
New
$207.0 - $311.93 $1.23M - $1.85M
5.94K $1.34M
SO
Southern CO

Utilities
1.59K
+ 1.32%
$80.96 - $92.96 $128K - $147K
122K $11.2M
JNJ
Johnson & Johnson

Healthcare
762
+ 2.73%
$142.06 - $167.7 $108K - $128K
28.6K $4.75M
CVX
Chevron Corp

Energy
198
+ 0.74%
$146.71 - $167.97 $29K - $33.3K
26.8K $4.49M
HSY
Hershey CO

Consumer Defensive
3.44K
+ 16.78%
$144.74 - $186.36 $498K - $641K
23.9K $4.1M
O
Realty Income Corp

Real Estate
2.2K
+ 2.97%
$51.67 - $58.49 $114K - $129K
76.2K $4.42M
KMB
Kimberly Clark Corp

Consumer Defensive
601
+ 1.91%
$124.46 - $147.4 $74.8K - $88.6K
32.1K $4.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
143
+ 3.51%
$402.49 - $513.76 $57.6K - $73.5K
4.22K $2.04M
BMY
Bristol Myers Squibb CO

Healthcare
1.18K
+ 1.59%
$53.9 - $63.11 $63.5K - $74.4K
75.2K $4.58M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.5K
+ 7.01%
$20.1 - $20.8 $272K - $281K
206K $4.28M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.97K
New
$58.04 - $65.84 $288K - $327K
4.97K $316K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.74K
+ 2.14%
$45.62 - $51.12 $79.2K - $88.7K
83K $4.22M
NEE
Nextera Energy Inc

Utilities
4.3K
New
$66.96 - $76.16 $288K - $327K
4.3K $304K
IAU
Ishares Gold Trust

ETFs
4.81K
New
$49.74 - $58.96 $239K - $283K
4.81K $283K
DE
Deere & CO

Industrials
154
+ 3.45%
$408.57 - $509.27 $62.9K - $78.4K
4.62K $2.17M
IBDV
Ishares Tr

Technology
7.1K
+ 2.95%
$21.11 - $21.73 $150K - $154K
248K $5.38M
FLV
American Centy ETF Tr Focused

ETFs
3.37K
New
$65.71 - $70.81 $222K - $239K
3.37K $235K
KR
Kroger CO

Consumer Defensive
3.22K
New
$58.36 - $67.72 $188K - $218K
3.22K $218K
AEP
American Electric Power CO Inc

Utilities
1.83K
New
$90.32 - $109.27 $165K - $200K
1.83K $200K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.37K
+ 44.57%
$22.77 - $22.94 $191K - $192K
27.1K $622K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.81K
+ 2.01%
$22.61 - $23.14 $109K - $111K
244K $5.64M
TIP
Ishares Tr Tips Bd ETF

ETFs
6
+ 0.01%
$106.22 - $111.09 $637 - $667
40.3K $4.48M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
5.15K
+ 3.51%
$24.21 - $25.09 $125K - $129K
152K $3.79M
KO
Coca Cola CO

Consumer Defensive
419
+ 2.59%
$60.81 - $72.32 $25.5K - $30.3K
16.6K $1.19M
ZTS
Zoetis Inc.

Healthcare
997
+ 10.47%
$156.48 - $175.67 $156K - $175K
10.5K $1.73M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.87K
+ 1.84%
$24.79 - $25.26 $96K - $97.8K
214K $5.41M
UNH
Unitedhealth Group Inc

Healthcare
200
+ 5.37%
$461.52 - $548.18 $92.3K - $110K
3.92K $2.06M
TLT
Ishares Barclays 20+ Year Trea

ETFs
645
+ 2.35%
$85.29 - $92.57 $55K - $59.7K
28.1K $2.56M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.59K
+ 81.66%
$59.61 - $66.71 $154K - $173K
5.76K $348K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.29K
+ 29.46%
$21.77 - $22.25 $115K - $118K
23.3K $517K
LNG
Cheniere Energy, Inc.

Energy
123
+ 2.46%
$209.32 - $253.66 $25.7K - $31.2K
5.13K $1.19M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.63K
+ 24.09%
$22.11 - $22.43 $102K - $104K
23.9K $535K
TSCO
Tractor Supply CO

Consumer Cyclical
580
+ 1.55%
$51.66 - $57.94 $30K - $33.6K
37.9K $2.09M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.54K
+ 23.42%
$21.16 - $21.77 $96K - $98.8K
23.9K $520K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.84K
+ 0.8%
$25.05 - $25.16 $71.2K - $71.6K
359K $9.03M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
4.41K
+ 19.47%
$23.29 - $23.38 $103K - $103K
27.1K $632K
GIS
General Mills Inc

Consumer Defensive
4.76K
+ 9.97%
$57.56 - $65.3 $274K - $311K
52.5K $3.14M
AMGN
Amgen Inc

Healthcare
2
+ 0.11%
$258.59 - $327.36 $517 - $655
1.8K $560K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
906
+ 0.35%
$23.9 - $24.18 $21.7K - $21.9K
257K $6.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 7.17%
$442.66 - $534.52 $19.5K - $23.5K
658 $350K
CRWD
Crowd Strike Holdings, Inc.

Technology
42
+ 0.84%
$308.86 - $455.36 $13K - $19.1K
5.03K $1.77M
ABT
Abbott Laboratories

Healthcare
125
+ 5.65%
$111.1 - $140.22 $13.9K - $17.5K
2.34K $310K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.41K
+ 1.06%
N/A
230K $5.47M
V
Visa Inc.

Financial Services
81
+ 11.89%
$306.92 - $362.71 $24.9K - $29.4K
762 $267K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
237
+ 0.55%
$42.4 - $44.11 $10K - $10.5K
43.1K $1.89M
ADP
Automatic Data Processing Inc

Industrials
86
+ 6.46%
$286.85 - $318.64 $24.7K - $27.4K
1.42K $432K
ADBE
Adobe Inc.

Technology
453
+ 20.48%
$377.84 - $464.11 $171K - $210K
2.67K $1.02M
INTU
Intuit Inc

Technology
134
+ 4.37%
$555.63 - $630.23 $74.5K - $84.5K
3.2K $1.96M
Activity Summary
Buys All Purchases 80 New Holdings 9 Increased Positions 71 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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