Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $240 Million
  • Q2 2025

Signature Wealth Management Group has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $240 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.1M, Ishares Ibonds Dec 2025 Term C with a value of $9.19M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.33M, Microsoft Corp with a value of $5.8M, and Ishares Tr Ibonds Dec 2029 Ter with a value of $5.75M.

Examining the 13F form we can see an decrease of $4.26M in the current position value, from $244M to 240M.

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

Portfolio value $240 Million
ETFs: $68.9 Million
Technology: $35.4 Million
Consumer Defensive: $22.9 Million
Healthcare: $21.1 Million
Consumer Cyclical: $16.8 Million
Energy: $13.7 Million
Industrials: $13.6 Million
Utilities: $12.3 Million
Other: $24.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$11.1 Million 4.64% of portfolio
121,009
Q2 2025 Reduced 0.54%
$3.95T
$5.8 Million 2.42% of portfolio
11,670
Q2 2025 Reduced 0.52%
$210B
$5.32 Million 2.22% of portfolio
18,033
Q2 2025 Reduced 2.59%
$293B
$5.29 Million 2.21% of portfolio
76,201
Q2 2025 Added 0.43%
$70.4B
$5.19 Million 2.17% of portfolio
82,573
Q2 2025 Reduced 2.47%
$405B
$5.15 Million 2.15% of portfolio
14,059
Q2 2025 Reduced 1.93%
$351B
$4.64 Million 1.94% of portfolio
25,009
Q2 2025 Added 0.93%
$48.7B
$4.42 Million 1.85% of portfolio
30,383
Q2 2025 Reduced 0.65%
$452B
$4.44 Million 1.85% of portfolio
29,039
Q2 2025 Added 1.44%
$35.6B
$4.44 Million 1.85% of portfolio
77,042
Q2 2025 Added 1.15%
$25.9B
$4.13 Million 1.73% of portfolio
24,902
Q2 2025 Added 4.0%
$45.1B
$4.14 Million 1.73% of portfolio
32,151
Q2 2025 Added 0.12%
$10.2B
$3.97 Million 1.66% of portfolio
32,735
Q2 2025 Added 1.56%
$11.8B
$3.91 Million 1.63% of portfolio
83,756
Q2 2025 Added 0.91%
$302B
$3.84 Million 1.6% of portfolio
26,829
Q2 2025 Reduced 0.04%
$58.4B
$3.82 Million 1.6% of portfolio
88,973
Q2 2025 Reduced 0.61%
$138B
$3.7 Million 1.54% of portfolio
152,598
Q2 2025 Reduced 0.59%
$99B
$3.5 Million 1.46% of portfolio
75,650
Q2 2025 Added 0.65%
$202B
$3.38 Million 1.41% of portfolio
25,601
Q2 2025 Added 5.93%
$51.4B
$3.12 Million 1.3% of portfolio
23,191
Q2 2025 New
$3.47B
$2.97 Million 1.24% of portfolio
186,072
Q2 2025 Reduced 1.5%
$48.9B
$2.9 Million 1.21% of portfolio
29,413
Q2 2025 Added 3.11%
$63.8B
$2.88 Million 1.2% of portfolio
28,500
Q2 2025 Added 1.84%
$227B
$2.81 Million 1.17% of portfolio
8,795
Q2 2025 Reduced 1.2%
$456B
$2.74 Million 1.15% of portfolio
17,366
Q2 2025 Reduced 1.32%
$29.2B
$2.72 Million 1.13% of portfolio
52,414
Q2 2025 Reduced 0.23%
$201B
$2.54 Million 1.06% of portfolio
3,219
Q2 2025 Added 0.69%
$93.6B
$2.52 Million 1.05% of portfolio
4,945
Q2 2025 Reduced 1.59%
$13.8B
$2.51 Million 1.05% of portfolio
15,342
Q2 2025 Added 1.36%
$153B
$2.24 Million 0.94% of portfolio
4,413
Q2 2025 Reduced 4.5%
$3.69T
$2.18 Million 0.91% of portfolio
10,604
Q2 2025 Added 0.74%
$6.58B
$2.05 Million 0.86% of portfolio
38,858
Q2 2025 Added 2.56%
$1.24T
$2.02 Million 0.84% of portfolio
11,402
Q2 2025 Added 0.1%
$172B
$2.01 Million 0.84% of portfolio
1,957
Q2 2025 Added 1.87%
$102B
$1.97 Million 0.82% of portfolio
4,499
Q2 2025 Reduced 1.34%
$232B
$1.94 Million 0.81% of portfolio
7,127
Q2 2025 Added 0.34%
$99.5B
$1.89 Million 0.79% of portfolio
4,244
Q2 2025 Added 0.62%
$1.08T
$1.9 Million 0.79% of portfolio
5,971
Q2 2025 Reduced 2.19%
$5.25B
$1.77 Million 0.74% of portfolio
33,380
Q2 2025 Added 2.47%
$70.1B
$1.61 Million 0.67% of portfolio
10,306
Q2 2025 Reduced 2.0%
$10B
$1.56 Million 0.65% of portfolio
3,220
Q2 2025 New
$155B
$1.57 Million 0.65% of portfolio
12,690
Q2 2025 Added 0.5%
$79.5B
$1.41 Million 0.59% of portfolio
11,250
Q2 2025 Added 2.07%
$2.26T
$1.41 Million 0.59% of portfolio
6,427
Q2 2025 New
$17.3B
$1.33 Million 0.55% of portfolio
4,266
Q2 2025 Added 0.73%
$57.4B
$1.25 Million 0.52% of portfolio
5,137
Q2 2025 Added 0.2%
$306B
$1.18 Million 0.49% of portfolio
16,612
Q2 2025 Added 0.05%
$281B
$947,000 0.4% of portfolio
9,695
Q2 2025 Added 0.89%
$36.2B
$822,000 0.34% of portfolio
5,365
Q2 2025 Reduced 3.59%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $240 Million
  • Prior Value $244 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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