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 Market Cap. of $10 Billions to $200 Billions

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%
$70.4B
$5.19 Million 2.17% of portfolio
82,573
Q2 2025 Reduced 2.47%
$48.7B
$4.42 Million 1.85% of portfolio
30,383
Q2 2025 Reduced 0.65%
$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%
$58.4B
$3.82 Million 1.6% of portfolio
88,973
Q2 2025 Reduced 0.61%
$177B
$3.71 Million 1.55% of portfolio
19,047
Q2 2025 Added 3.6%
$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%
$51.4B
$3.12 Million 1.3% of portfolio
23,191
Q2 2025 New
$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%
$29.2B
$2.72 Million 1.13% of portfolio
52,414
Q2 2025 Reduced 0.23%
$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%
$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%
$99.5B
$1.89 Million 0.79% of portfolio
4,244
Q2 2025 Added 0.62%
$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%
$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%
$36.2B
$822,000 0.34% of portfolio
5,365
Q2 2025 Reduced 3.59%
$18.5B
$477,000 0.2% of portfolio
5,743
Q2 2025 Reduced 84.25%
$124B
$447,000 0.19% of portfolio
1,450
Q2 2025 Added 2.33%
$152B
$407,000 0.17% of portfolio
1,461
Q2 2025 Reduced 18.74%
$113B
$336,000 0.14% of portfolio
726
Q2 2025 Added 1.11%
$141B
$309,000 0.13% of portfolio
4,453
Q2 2025 Added 3.65%
$179B
$279,000 0.12% of portfolio
3,062
Q2 2025 Reduced 18.06%
$52.6B
$232,000 0.1% of portfolio
3,243
Q2 2025 Added 0.68%
$28.5B
$223,000 0.09% of portfolio
3,970
Q2 2025 New
$57.5B
$218,000 0.09% of portfolio
2,105
Q2 2025 Added 14.96%
$23.2B
$206,000 0.09% of portfolio
1,340
Q2 2025 New

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
Track This Portfolio

Track Signature Wealth Management Group Portfolio

Follow Signature Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signature Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Signature Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email