Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $240 Million
  • Q3 2025

Signature Wealth Management Group has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $240 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.4M, Ishares Ibonds Dec 2025 Term C with a value of $9.18M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.35M, Microsoft Corp with a value of $6M, and Abb Vie Inc. with a value of $5.84M.

Examining the 13F form we can see an increase of $927K in the current position value, from $240M 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: $64 Million
Technology: $32.7 Million
Healthcare: $23.3 Million
Consumer Defensive: $23 Million
Consumer Cyclical: $19 Million
Energy: $16.3 Million
Real Estate: $12.9 Million
Industrials: $12.6 Million
Other: $26.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.18 Million 3.82% of portfolio
364,471
Q3 2025 Reduced 0.09%
$0
$6.35 Million 2.64% of portfolio
261,072
Q3 2025 Added 0.07%
$0
$5.8 Million 2.41% of portfolio
246,922
Q3 2025 Added 0.1%
$0
$5.62 Million 2.34% of portfolio
220,294
Q3 2025 Added 1.37%
$0
$5.59 Million 2.32% of portfolio
235,291
Q3 2025 Added 0.05%
$0
$5.52 Million 2.3% of portfolio
249,270
Q3 2025 Reduced 0.32%
$0
$4.71 Million 1.96% of portfolio
105,733
Q3 2025 Reduced 0.18%
$0
$4.5 Million 1.87% of portfolio
212,241
Q3 2025 Added 1.07%
$0
$4.26 Million 1.77% of portfolio
166,208
Q3 2025 Added 6.6%
$0
$2.59 Million 1.08% of portfolio
28,955
Q3 2025 Reduced 0.16%
$0
$2.22 Million 0.92% of portfolio
81,380
Q3 2025 Added 3.27%
$0
$1.52 Million 0.63% of portfolio
59,362
Q3 2025 Reduced 0.19%
$0
$1.47 Million 0.61% of portfolio
54,949
Q3 2025 Reduced 1.53%
$0
$1.41 Million 0.59% of portfolio
79,351
Q3 2025 Added 0.46%
$0
$1.37 Million 0.57% of portfolio
46,397
Q3 2025 Added 0.86%
$0
$1.33 Million 0.55% of portfolio
52,345
Q3 2025 Added 0.83%
$0
$841,000 0.35% of portfolio
1,374
Q3 2025 Added 5.69%
$0
$718,000 0.3% of portfolio
16,349
Q3 2025 Added 0.06%
$0
$660,000 0.27% of portfolio
19,343
Q3 2025 Added 0.79%
$0
$637,000 0.26% of portfolio
12,575
Q3 2025 Reduced 7.75%
$0
$547,000 0.23% of portfolio
13,020
Q3 2025 Added 3.07%
$0
$499,000 0.21% of portfolio
21,359
Q3 2025 Reduced 20.86%
$0
$482,000 0.2% of portfolio
6,661
Q3 2025 Added 7.54%
$64.1B
$490,000 0.2% of portfolio
6,743
Q3 2025 Added 40.3%
$0
$481,000 0.2% of portfolio
21,001
Q3 2025 Reduced 21.63%
$0
$399,000 0.17% of portfolio
9,083
Q2 2025 New
$0
$378,000 0.16% of portfolio
5,142
Q3 2025 Added 3.07%
$0
$394,000 0.16% of portfolio
17,511
Q3 2025 Reduced 25.36%
$0
$378,000 0.16% of portfolio
16,915
Q3 2025 Reduced 26.27%
$0
$365,000 0.15% of portfolio
16,651
Q3 2025 Reduced 26.94%
$0
$363,000 0.15% of portfolio
10,489
Q3 2025 Added 11.88%
$0
$340,000 0.14% of portfolio
4,967
Q3 2025 Added 0.3%
$0
$257,000 0.11% of portfolio
3,489
Q3 2025 Added 9.54%
$0
$243,000 0.1% of portfolio
365
Q2 2025 Reduced 9.88%
$0
$235,000 0.1% of portfolio
1,680
Q4 2023 Reduced 0.24%
$0
$225,000 0.09% of portfolio
375
Q2 2025 New
$0
$206,000 0.09% of portfolio
441
Q3 2025 New
$0
$224,000 0.09% of portfolio
2,017
Q3 2025 Reduced 95.02%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $240 Million
  • Prior Value $240 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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