Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $244 Million
  • Q1 2025

Signature Wealth Management Group has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.2M, Ishares Ibonds Dec 2025 Term C with a value of $9.03M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.21M, Ishares Tr Ibonds Dec 2029 Ter with a value of $5.64M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.47M.

Examining the 13F form we can see an increase of $7.28M in the current position value, from $236M to 244M.

Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
ETFs: $66.4 Million
Technology: $32.6 Million
Healthcare: $25.9 Million
Consumer Defensive: $24.6 Million
Consumer Cyclical: $16.3 Million
Utilities: $14.8 Million
Industrials: $13.7 Million
Financial Services: $12.4 Million
Other: $27.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.4B
$11.2 Million 4.59% of portfolio
121,660
Q1 2025 Added 1.32%
$366B
$5.25 Million 2.15% of portfolio
14,335
Q1 2025 Reduced 0.51%
$329B
$5.19 Million 2.13% of portfolio
24,779
Q1 2025 Reduced 2.64%
$71.9B
$5.06 Million 2.08% of portfolio
84,666
Q1 2025 Reduced 1.2%
$404B
$4.75 Million 1.95% of portfolio
28,626
Q1 2025 Added 2.73%
$51.6B
$4.72 Million 1.94% of portfolio
30,581
Q1 2025 Reduced 2.17%
$233B
$4.68 Million 1.92% of portfolio
75,876
Q1 2025 Reduced 1.61%
$208B
$4.6 Million 1.89% of portfolio
18,512
Q1 2025 Reduced 8.01%
$102B
$4.58 Million 1.88% of portfolio
75,162
Q1 2025 Added 1.59%
$44.4B
$4.57 Million 1.87% of portfolio
32,111
Q1 2025 Added 1.91%
$272B
$4.49 Million 1.84% of portfolio
26,841
Q1 2025 Added 0.74%
$2.92T
$4.4 Million 1.81% of portfolio
11,731
Q1 2025 Reduced 0.93%
$35.1B
$4.42 Million 1.81% of portfolio
76,167
Q1 2025 Added 2.97%
$12.3B
$4.22 Million 1.73% of portfolio
82,998
Q1 2025 Added 2.14%
$63.6B
$4.12 Million 1.69% of portfolio
49,126
Q1 2025 Reduced 17.69%
$24B
$4.1 Million 1.68% of portfolio
23,944
Q1 2025 Added 16.78%
$50B
$3.68 Million 1.51% of portfolio
89,518
Q1 2025 Added 1.54%
$9.77B
$3.67 Million 1.5% of portfolio
32,231
Q1 2025 Added 3.25%
$184B
$3.62 Million 1.49% of portfolio
24,168
Q1 2025 New
$177B
$3.58 Million 1.47% of portfolio
18,386
Q1 2025 Added 0.02%
$3.78B
$3.59 Million 1.47% of portfolio
188,911
Q1 2025 Added 8.22%
$33.3B
$3.14 Million 1.29% of portfolio
52,537
Q1 2025 Added 9.97%
$17.2B
$3.12 Million 1.28% of portfolio
36,462
Q1 2025 Reduced 45.45%
$71.4B
$3.08 Million 1.26% of portfolio
27,986
Q1 2025 Added 6.83%
$44.5B
$2.98 Million 1.22% of portfolio
28,527
Q1 2025 Added 12.83%
$10.1B
$2.39 Million 0.98% of portfolio
15,136
Q1 2025 Reduced 0.5%
$198B
$2.4 Million 0.98% of portfolio
8,902
Q1 2025 Reduced 0.95%
$3.36T
$2.34 Million 0.96% of portfolio
10,526
Q1 2025 Added 13.0%
$139B
$2.17 Million 0.89% of portfolio
4,621
Q1 2025 Added 3.45%
$21.1B
$2.14 Million 0.88% of portfolio
61,348
Q1 2025 Reduced 0.33%
$5.54B
$2.09 Million 0.86% of portfolio
37,889
Q1 2025 Added 1.55%
$392B
$2.06 Million 0.84% of portfolio
3,924
Q1 2025 Added 5.37%
$127B
$2.04 Million 0.84% of portfolio
4,218
Q1 2025 Added 3.51%
$176B
$1.96 Million 0.8% of portfolio
3,197
Q1 2025 Added 4.37%
$277B
$1.91 Million 0.78% of portfolio
17,598
Q1 2025 Reduced 1.11%
$268B
$1.91 Million 0.78% of portfolio
7,103
Q1 2025 Added 3.89%
$4.6B
$1.89 Million 0.78% of portfolio
32,574
Q1 2025 Added 10.72%
$91.3B
$1.77 Million 0.73% of portfolio
5,025
Q1 2025 Added 0.84%
$997B
$1.78 Million 0.73% of portfolio
11,391
Q1 2025 Added 4.02%
$71.8B
$1.73 Million 0.71% of portfolio
10,516
Q1 2025 Added 10.47%
$900B
$1.58 Million 0.65% of portfolio
6,105
Q1 2025 Added 7.71%
$191B
$1.53 Million 0.63% of portfolio
1,921
Q1 2025 Added 6.49%
$80.6B
$1.54 Million 0.63% of portfolio
4,560
Q1 2025 Added 3.87%
$147B
$1.54 Million 0.63% of portfolio
12,627
Q1 2025 Added 1.18%
$50.8B
$1.52 Million 0.62% of portfolio
8,005
Q1 2025 Added 7.02%
$16.4B
$1.43 Million 0.59% of portfolio
4,235
Q1 2025 Reduced 1.67%
$79.5B
$1.38 Million 0.57% of portfolio
11,022
Q1 2025 Reduced 3.66%
$6.8B
$1.34 Million 0.55% of portfolio
5,943
Q1 2025 New
$58.2B
$1.19 Million 0.49% of portfolio
5,127
Q1 2025 Added 2.46%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $244 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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