Signature Wealth Management Group Incresed Positions in Q2 2025

Signature Wealth Management Group

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
325
+ 0.43%
$53.19 - $69.38 $17.3K - $22.5K
76.2K $5.29M
INTU
Intuit Inc

Technology
22
+ 0.69%
$544.07 - $787.63 $12K - $17.3K
3.22K $2.54M
NOW
Service Now, Inc.

Technology
36
+ 1.87%
$721.65 - $1040.18 $26K - $37.4K
1.96K $2.01M
LAMR
Lamar Advertising CO

Real Estate
504
+ 1.56%
$102.35 - $121.67 $51.6K - $61.3K
32.7K $3.97M
GOOG
Alphabet Inc.

Communication Services
11
+ 0.1%
$146.58 - $180.01 $1.61K - $1.98K
11.4K $2.02M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
4.17K
+ 2.75%
$24.31 - $25.29 $101K - $105K
156K $3.94M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.63K
+ 1.57%
$25.04 - $25.18 $141K - $142K
365K $9.19M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.61K
+ 1.75%
$20.23 - $21.04 $73.1K - $76K
210K $4.42M
TXN
Texas Instruments Inc

Technology
661
+ 3.6%
N/A
19K $3.71M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.27K
+ 1.66%
$23.96 - $24.27 $102K - $104K
261K $6.33M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
5.03K
+ 2.19%
N/A
235K $5.59M
IBDV
Ishares Tr

Technology
2.44K
+ 0.98%
$21.28 - $21.98 $51.8K - $53.5K
250K $5.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
367
+ 2.3%
$30.53 - $40.65 $11.2K - $14.9K
16.3K $664K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.8K
+ 1.15%
$22.7 - $23.33 $63.7K - $65.4K
247K $5.75M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.15K
+ 1.47%
$24.94 - $25.42 $78.6K - $80.1K
217K $5.52M
WSM
Williams Sonoma Inc

Consumer Cyclical
206
+ 1.36%
$137.62 - $174.44 $28.3K - $35.9K
15.3K $2.51M
WMT
Walmart Inc.

Consumer Defensive
86
+ 0.89%
$81.79 - $99.98 $7.03K - $8.6K
9.7K $947K
CGGO
Capital Group Global Growth Eq

ETFs
757
+ 4.11%
$25.31 - $32.17 $19.2K - $24.4K
19.2K $613K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 1.17%
$456.74 - $568.03 $6.85K - $8.52K
1.3K $738K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
3.34K
+ 4.42%
$25.69 - $26.9 $85.8K - $89.8K
78.8K $2.09M
DFUS
Dimensional ETF Tr U S Equity

ETFs
430
+ 7.46%
$53.65 - $67.02 $23.1K - $28.8K
6.19K $415K
LNG
Cheniere Energy, Inc.

Energy
10
+ 0.2%
$197.25 - $244.33 $1.97K - $2.44K
5.14K $1.25M
CGDV
Capital Group Divid Value ETF

ETFs
406
+ 3.32%
$31.93 - $39.49 $13K - $16K
12.6K $498K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.38K
+ 1.78%
$15.52 - $17.13 $21.4K - $23.6K
79K $1.35M
CRM
Salesforce, Inc.

Technology
24
+ 0.34%
$236.26 - $291.15 $5.67K - $6.99K
7.13K $1.94M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24
+ 0.48%
$56.88 - $70.77 $1.37K - $1.7K
4.99K $353K
HSY
Hershey CO

Consumer Defensive
958
+ 4.0%
$151.29 - $173.13 $145K - $166K
24.9K $4.13M
TJX
Tjx Companies Inc

Consumer Cyclical
63
+ 0.5%
$119.13 - $135.03 $7.51K - $8.51K
12.7K $1.57M
FISV
Fiserv Inc

Technology
228
+ 2.07%
N/A
11.3K $1.41M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
914
+ 1.96%
$24.88 - $25.41 $22.7K - $23.2K
47.5K $1.21M
IBMO
Ishares Tr Ibonds December 202

ETFs
784
+ 1.34%
$25.32 - $25.63 $19.9K - $20.1K
59.5K $1.52M
MCD
Mcdonalds Corp

Consumer Cyclical
128
+ 18.05%
$285.55 - $321.23 $36.6K - $41.1K
837 $244K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
734
+ 1.33%
$26.41 - $26.76 $19.4K - $19.6K
55.8K $1.49M
O
Realty Income Corp

Real Estate
875
+ 1.15%
$52.27 - $58.52 $45.7K - $51.2K
77K $4.44M
AEP
American Electric Power CO Inc

Utilities
274
+ 14.96%
$98.59 - $109.11 $27K - $29.9K
2.11K $218K
V
Visa Inc.

Financial Services
39
+ 5.12%
$308.27 - $373.31 $12K - $14.6K
801 $284K
LMT
Lockheed Martin Corp

Industrials
8
+ 1.11%
$430.82 - $486.45 $3.45K - $3.89K
726 $336K
ADP
Automatic Data Processing Inc

Industrials
33
+ 2.33%
$276.76 - $326.81 $9.13K - $10.8K
1.45K $447K
KR
Kroger CO

Consumer Defensive
22
+ 0.68%
$64.62 - $74.0 $1.42K - $1.63K
3.24K $232K
IBMP
Ishares Tr Ibonds December 202

ETFs
406
+ 0.79%
$24.98 - $25.35 $10.1K - $10.3K
51.9K $1.32M
NEE
Nextera Energy Inc

Utilities
157
+ 3.65%
$64.11 - $75.0 $10.1K - $11.8K
4.45K $309K
Blackrock Inc
5
+ 0.21%
N/A
2.35K $0
TLT
Ishares Barclays 20+ Year Trea

ETFs
890
+ 3.17%
$83.97 - $92.85 $74.7K - $82.6K
29K $2.56M
Ishares Tr
2.03K
+ 6.85%
N/A
31.6K $0
Bitwise Bitcoin ETF Tr
491
+ 1.49%
N/A
33.4K $0
VUSB
Vanguard Bd Index Fds
898
+ 1.04%
N/A
87K $0
Ishares Tr
1.87K
+ 2.16%
N/A
88.3K $0
Ishares Tr
655
+ 4.99%
N/A
13.8K $0
KO
Coca Cola CO

Consumer Defensive
9
+ 0.05%
$68.37 - $73.9 $615 - $665
16.6K $1.18M
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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