Signature Wealth Management Group Reduced Holdings in Q1 2025

Signature Wealth Management Group

  • $244 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
-30.4K
- 45.45%
$75.26 - $87.89 $2.29M - $2.67M
36.5K $3.12M
SCHW
Schwab Charles Corp

Financial Services
-21.2K
- 85.04%
$71.24 - $83.64 $1.51M - $1.78M
3.74K $292K
MSFT
Microsoft Corp

Technology
-110
- 0.93%
$375.39 - $447.2 $41.3K - $49.2K
11.7K $4.4M
NVDA
Nvidia Corp

Technology
-197
- 1.11%
$106.98 - $149.43 $21.1K - $29.4K
17.6K $1.91M
BK
Bank Of New York Mellon Corp

Financial Services
-10.6K
- 17.69%
$75.42 - $88.95 $796K - $939K
49.1K $4.12M
WSM
Williams Sonoma Inc

Consumer Cyclical
-76
- 0.5%
$158.1 - $217.71 $12K - $16.5K
15.1K $2.39M
HD
Home Depot, Inc.

Consumer Cyclical
-74
- 0.51%
$347.25 - $424.87 $25.7K - $31.4K
14.3K $5.25M
DOW
Dow Inc.

Basic Materials
-201
- 0.33%
$34.36 - $41.92 $6.91K - $8.43K
61.3K $2.14M
AXP
American Express CO

Financial Services
-85
- 0.95%
$255.39 - $325.87 $21.7K - $27.7K
8.9K $2.4M
MRK
Merck & Co., Inc.

Healthcare
-1.76K
- 39.41%
$83.01 - $101.02 $146K - $178K
2.71K $242K
CGGR
Capital Group Growth ETF Shs C

ETFs
-664
- 3.99%
$33.98 - $39.84 $22.6K - $26.5K
16K $547K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-541
- 8.68%
$58.81 - $68.2 $31.8K - $36.9K
5.69K $340K
FISV
Fiserv Inc

Technology
-419
- 3.66%
N/A
11K $1.38M
WMT
Walmart Inc.

Consumer Defensive
-196
- 2.0%
$84.5 - $105.05 $16.6K - $20.6K
9.61K $843K
SNA
Snap On Inc

Industrials
-72
- 1.67%
$324.09 - $358.62 $23.3K - $25.8K
4.24K $1.43M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-74
- 0.1%
$16.76 - $17.69 $1.24K - $1.31K
77.6K $1.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
-24
- 5.59%
$551.42 - $612.93 $13.2K - $14.7K
405 $226K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-668
- 1.41%
$25.08 - $25.39 $16.8K - $17K
46.6K $1.18M
JPM
Jpmorgan Chase & CO

Financial Services
-86
- 3.74%
$225.19 - $279.95 $19.4K - $24.1K
2.21K $542K
IBMO
Ishares Tr Ibonds December 202

ETFs
-459
- 0.78%
$25.45 - $25.6 $11.7K - $11.8K
58.7K $1.5M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-438
- 0.79%
$26.63 - $26.75 $11.7K - $11.7K
55.1K $1.47M
MCD
Mcdonalds Corp

Consumer Cyclical
-29
- 3.93%
$279.74 - $321.29 $8.11K - $9.32K
709 $221K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-1.21K
- 1.58%
$25.83 - $27.09 $31.3K - $32.8K
75.5K $2.01M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-394
- 0.37%
$39.61 - $42.65 $15.6K - $16.8K
107K $4.36M
CSCO
Cisco Systems, Inc.

Technology
-1.24K
- 1.61%
$58.74 - $64.87 $72.7K - $80.3K
75.9K $4.68M
IBM
International Business Machines Corp

Technology
-1.61K
- 8.01%
$217.4 - $264.74 $351K - $427K
18.5K $4.6M
PAYX
Paychex Inc

Industrials
-678
- 2.17%
$136.06 - $154.52 $92.2K - $105K
30.6K $4.72M
WMB
Williams Companies, Inc.

Energy
-1.02K
- 1.2%
$54.02 - $61.09 $55.3K - $62.6K
84.7K $5.06M
ABBV
Abb Vie Inc.

Healthcare
-673
- 2.64%
$169.2 - $216.66 $114K - $146K
24.8K $5.19M
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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