Signature Wealth Management Group Reduced Holdings in Q3 2025

Signature Wealth Management Group

  • $240 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
-38.5K
- 95.02%
$109.11 - $111.88 $4.2M - $4.31M
2.02K $224K
IBM
International Business Machines Corp

Technology
-9.56K
- 53.03%
$234.77 - $292.47 $2.24M - $2.8M
8.47K $2.39M
FLO
Flowers Foods Inc

Consumer Defensive
-107
- 0.06%
$12.68 - $16.76 $1.36K - $1.79K
186K $2.43M
INTU
Intuit Inc

Technology
-52
- 1.62%
$646.03 - $807.39 $33.6K - $42K
3.17K $2.16M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-133
- 3.13%
$366.54 - $479.53 $48.7K - $63.8K
4.11K $1.61M
CRM
Salesforce, Inc.

Technology
-72
- 1.01%
$231.66 - $273.65 $16.7K - $19.7K
7.06K $1.67M
DE
Deere & CO

Industrials
-73
- 1.65%
$457.26 - $524.37 $33.4K - $38.3K
4.34K $1.98M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-39
- 1.21%
$415.15 - $489.89 $16.2K - $19.1K
3.18K $1.35M
CSCO
Cisco Systems, Inc.

Technology
-1.71K
- 2.25%
$66.2 - $71.79 $113K - $123K
74.5K $5.1M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-6.03K
- 26.27%
$22.19 - $22.44 $134K - $135K
16.9K $378K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-5.8K
- 21.63%
$22.84 - $22.95 $132K - $133K
21K $481K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-5.95K
- 25.36%
$22.36 - $22.52 $133K - $134K
17.5K $394K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-5.63K
- 20.86%
$23.29 - $23.38 $131K - $132K
21.4K $499K
ZTS
Zoetis Inc.

Healthcare
-173
- 1.68%
$141.13 - $159.19 $24.4K - $27.5K
10.1K $1.48M
WMT
Walmart Inc.

Consumer Defensive
-1.7K
- 17.57%
$94.4 - $104.27 $161K - $178K
7.99K $823K
ABT
Abbott Laboratories

Healthcare
-764
- 32.93%
$120.51 - $136.62 $92.1K - $104K
1.56K $208K
TT
Trane Technologies PLC

Industrials
-55
- 1.22%
$398.96 - $472.54 $21.9K - $26K
4.44K $1.88M
KO
Coca Cola CO

Consumer Defensive
-102
- 0.61%
$65.67 - $71.67 $6.7K - $7.31K
16.5K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-183
- 27.77%
$459.11 - $506.91 $84K - $92.8K
476 $239K
LNG
Cheniere Energy, Inc.

Energy
-52
- 1.01%
$222.68 - $244.28 $11.6K - $12.7K
5.09K $1.19M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.06K
- 7.75%
$49.32 - $50.93 $52.1K - $53.8K
12.6K $637K
PG
Procter & Gamble CO

Consumer Defensive
-162
- 7.65%
$150.47 - $161.22 $24.4K - $26.1K
1.96K $300K
ADP
Automatic Data Processing Inc

Industrials
-44
- 3.03%
$288.69 - $310.94 $12.7K - $13.7K
1.41K $412K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-855
- 1.53%
$26.71 - $26.81 $22.8K - $22.9K
54.9K $1.47M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-345
- 0.09%
$25.09 - $25.19 $8.66K - $8.69K
364K $9.18M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-535
- 1.13%
$25.37 - $25.79 $13.6K - $13.8K
47K $1.2M
FISV
Fiserv Inc

Technology
-16
- 0.14%
N/A
11.2K $1.41M
MCD
Mcdonalds Corp

Consumer Cyclical
-36
- 4.3%
$291.67 - $316.99 $10.5K - $11.4K
801 $243K
Ishares Tr
-51
- 0.16%
N/A
31.5K $0
Bitwise Bitcoin ETF Tr
-435
- 1.3%
N/A
32.9K $0
IBMO
Ishares Tr Ibonds December 202

ETFs
-115
- 0.19%
$25.58 - $25.72 $2.94K - $2.96K
59.4K $1.52M
Blackrock Inc
-23
- 0.98%
N/A
2.33K $0
Ishares Bitcoin Trust ETF
-23
- 0.66%
N/A
3.47K $0
Ishares Tr
-72
- 0.52%
N/A
13.7K $0
AEP
American Electric Power CO Inc

Utilities
-153
- 7.27%
$103.26 - $115.0 $15.8K - $17.6K
1.95K $219K
LMT
Lockheed Martin Corp

Industrials
-43
- 5.92%
$410.74 - $499.21 $17.7K - $21.5K
683 $340K
SCHW
Schwab Charles Corp

Financial Services
-12
- 0.39%
$91.03 - $98.69 $1.09K - $1.18K
3.05K $291K
NEE
Nextera Energy Inc

Utilities
-37
- 0.83%
$69.77 - $77.54 $2.58K - $2.87K
4.42K $333K
IBDV
Ishares Tr

Technology
-808
- 0.32%
$21.75 - $22.22 $17.6K - $18K
249K $5.52M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-47
- 0.16%
$85.01 - $90.35 $4K - $4.25K
29K $2.59M
ETR
Entergy Corp

Utilities
-187
- 3.26%
$80.93 - $93.55 $15.1K - $17.5K
5.56K $517K
AXP
American Express CO

Financial Services
-79
- 0.9%
$294.27 - $342.31 $23.2K - $27K
8.72K $2.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-676
- 1.74%
$54.08 - $62.65 $36.6K - $42.4K
38.2K $2.17M
MSFT
Microsoft Corp

Technology
-90
- 0.77%
$491.09 - $535.64 $44.2K - $48.2K
11.6K $6M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-189
- 0.18%
$42.39 - $44.63 $8.01K - $8.44K
106K $4.71M
TJX
Tjx Companies Inc

Consumer Cyclical
-171
- 1.35%
$121.35 - $144.54 $20.8K - $24.7K
12.5K $1.81M
SO
Southern CO

Utilities
-987
- 0.82%
$90.83 - $96.0 $89.6K - $94.8K
120K $11.4M
KBH
Kb Home

Consumer Cyclical
-757
- 2.27%
$52.78 - $67.97 $40K - $51.5K
32.6K $2.08M
WSM
Williams Sonoma Inc

Consumer Cyclical
-160
- 1.04%
$163.62 - $210.2 $26.2K - $33.6K
15.2K $2.97M
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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