Signature Wealth Management Group Incresed Positions in Q3 2025

Signature Wealth Management Group

  • $240 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
7.02K
+ 30.25%
$131.77 - $175.63 $924K - $1.23M
30.2K $5.14M
ABBV
Abb Vie Inc.

Healthcare
235
+ 0.94%
$184.85 - $231.54 $43.4K - $54.4K
25.2K $5.84M
JNJ
Johnson & Johnson

Healthcare
224
+ 0.77%
$155.17 - $185.42 $34.8K - $41.5K
29.3K $5.43M
AAPL
Apple Inc.

Technology
59
+ 0.56%
$202.38 - $256.87 $11.9K - $15.2K
10.7K $2.72M
PEP
Pepsico Inc

Consumer Defensive
2.22K
+ 8.69%
$133.81 - $152.16 $298K - $338K
27.8K $3.91M
CVX
Chevron Corp

Energy
1.07K
+ 3.99%
$145.57 - $161.83 $156K - $173K
27.9K $4.33M
PFE
Pfizer Inc

Healthcare
6.89K
+ 4.52%
$23.29 - $25.88 $160K - $178K
159K $4.06M
TFC
Truist Financial Corp

Financial Services
2.31K
+ 2.59%
$42.83 - $47.07 $98.8K - $109K
91.3K $4.17M
O
Realty Income Corp

Real Estate
1.69K
+ 2.19%
$56.13 - $60.79 $94.9K - $103K
78.7K $4.79M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
10.3K
+ 6.6%
$24.97 - $25.78 $257K - $265K
166K $4.26M
SNA
Snap On Inc

Industrials
222
+ 5.2%
$313.01 - $346.53 $69.5K - $76.9K
4.49K $1.56M
IAU
Ishares Gold Trust

ETFs
1.94K
+ 40.3%
$61.62 - $72.77 $119K - $141K
6.74K $490K
BMY
Bristol Myers Squibb CO

Healthcare
6.04K
+ 7.99%
$43.31 - $48.98 $262K - $296K
81.7K $3.68M
WMB
Williams Companies, Inc.

Energy
1.42K
+ 1.72%
$56.52 - $64.01 $80.2K - $90.8K
84K $5.32M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.58K
+ 3.27%
$26.15 - $27.4 $67.5K - $70.7K
81.4K $2.22M
CGXU
Capital Group Intl Focus Equit

ETFs
396
+ 0.86%
$26.49 - $29.62 $10.5K - $11.7K
46.4K $1.37M
LAMR
Lamar Advertising CO

Real Estate
579
+ 1.77%
$114.98 - $128.82 $66.6K - $74.6K
33.3K $4.08M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.33K
+ 2.78%
$45.54 - $48.43 $106K - $113K
86.1K $4.01M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74
+ 5.69%
$567.77 - $614.76 $42K - $45.5K
1.37K $841K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.97K
+ 1.37%
$25.24 - $25.56 $74.9K - $75.8K
220K $5.62M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
2.25K
+ 1.07%
$20.77 - $21.32 $46.7K - $48K
212K $4.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
467
+ 7.54%
$67.01 - $72.84 $31.3K - $34K
6.66K $482K
ITAN
Ea Series Trust Sparkline Inta

ETFs
1.11K
+ 11.88%
$31.84 - $34.94 $35.5K - $38.9K
10.5K $363K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
367
+ 0.46%
$17.13 - $17.98 $6.29K - $6.6K
79.4K $1.41M
CGGR
Capital Group Growth ETF Shs C

ETFs
10
+ 0.06%
$40.2 - $44.58 $402 - $446
16.3K $718K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.05%
$282.78 - $316.06 $283 - $316
2.06K $650K
CGDV
Capital Group Divid Value ETF

ETFs
388
+ 3.07%
$39.59 - $42.21 $15.4K - $16.4K
13K $547K
CGGO
Capital Group Global Growth Eq

ETFs
151
+ 0.79%
$31.71 - $34.17 $4.79K - $5.16K
19.3K $660K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
244
+ 0.1%
$23.13 - $23.54 $5.64K - $5.74K
247K $5.8M
FLV
American Centy ETF Tr Focused

ETFs
304
+ 9.54%
$70.26 - $74.84 $21.4K - $22.8K
3.49K $257K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
153
+ 3.07%
$69.02 - $73.57 $10.6K - $11.3K
5.14K $378K
DFAS
Dimensional ETF Tr U S Small C

ETFs
15
+ 0.3%
$63.41 - $69.69 $951 - $1.05K
4.97K $340K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
172
+ 0.07%
$24.14 - $24.34 $4.15K - $4.19K
261K $6.35M
TXN
Texas Instruments Inc

Technology
96
+ 0.5%
N/A
19.1K $3.73M
IBMP
Ishares Tr Ibonds December 202

ETFs
433
+ 0.83%
$25.3 - $25.56 $11K - $11.1K
52.3K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 0.2%
$211.65 - $238.24 $2.75K - $3.1K
6.44K $1.41M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
106
+ 0.05%
N/A
235K $5.59M
Ishares Tr
16.5K
+ 18.65%
N/A
105K $0
Capital Group Dividend Growe
1.33K
+ 7.97%
N/A
18.1K $0
VUSB
Vanguard Bd Index Fds
62.2K
+ 71.51%
N/A
149K $0
KMB
Kimberly Clark Corp

Consumer Defensive
710
+ 2.21%
$121.72 - $136.77 $86.4K - $97.1K
32.9K $4.09M
CRWD
Crowd Strike Holdings, Inc.

Technology
64
+ 1.29%
$412.46 - $514.1 $26.4K - $32.9K
5.01K $2.46M
TGT
Target Corp

Consumer Defensive
1.05K
+ 3.58%
$86.56 - $107.43 $91.1K - $113K
30.5K $2.73M
NOW
Service Now, Inc.

Technology
35
+ 1.79%
$850.86 - $1044.69 $29.8K - $36.6K
1.99K $1.83M
PAYX
Paychex Inc

Industrials
1.54K
+ 5.08%
$126.69 - $147.99 $195K - $228K
31.9K $4.05M
UPS
United Parcel Service Inc

Industrials
519
+ 1.82%
$82.58 - $105.54 $42.9K - $54.8K
29K $2.42M
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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