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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$101B
$11.4 Million 4.73% of portfolio
120,022
Q3 2025 Reduced 0.82%
$68.9B
$5.32 Million 2.21% of portfolio
83,992
Q3 2025 Added 1.72%
$65.2B
$5.14 Million 2.14% of portfolio
30,207
Q3 2025 Added 30.25%
$34.7B
$4.79 Million 1.99% of portfolio
78,732
Q3 2025 Added 2.19%
$24.4B
$4.62 Million 1.92% of portfolio
24,724
Q3 2025 Reduced 0.71%
$58B
$4.17 Million 1.74% of portfolio
91,279
Q3 2025 Added 2.59%
$34B
$4.09 Million 1.7% of portfolio
32,861
Q3 2025 Added 2.21%
$10.4B
$4.08 Million 1.7% of portfolio
33,314
Q3 2025 Added 1.77%
$136B
$4.06 Million 1.69% of portfolio
159,489
Q3 2025 Added 4.52%
$41.5B
$4.05 Million 1.68% of portfolio
31,926
Q3 2025 Added 5.08%
$11.6B
$4.01 Million 1.67% of portfolio
86,081
Q3 2025 Added 2.78%
$197B
$3.91 Million 1.62% of portfolio
27,825
Q3 2025 Added 8.69%
$177B
$3.73 Million 1.55% of portfolio
19,143
Q3 2025 Added 0.5%
$96.9B
$3.68 Million 1.53% of portfolio
81,693
Q3 2025 Added 7.99%
$27.5B
$2.98 Million 1.24% of portfolio
59,116
Q3 2025 Added 12.79%
$12.9B
$2.97 Million 1.23% of portfolio
15,182
Q3 2025 Reduced 1.04%
$115B
$2.46 Million 1.02% of portfolio
5,009
Q3 2025 Added 1.29%
$68B
$2.42 Million 1.01% of portfolio
29,019
Q3 2025 Added 1.82%
$186B
$2.16 Million 0.9% of portfolio
3,167
Q3 2025 Reduced 1.62%
$141B
$1.98 Million 0.83% of portfolio
4,340
Q3 2025 Reduced 1.65%
$100B
$1.88 Million 0.78% of portfolio
4,444
Q3 2025 Reduced 1.22%
$179B
$1.83 Million 0.76% of portfolio
1,992
Q3 2025 Added 1.79%
$165B
$1.81 Million 0.75% of portfolio
12,519
Q3 2025 Reduced 1.35%
$108B
$1.61 Million 0.67% of portfolio
4,111
Q3 2025 Reduced 3.13%
$18B
$1.56 Million 0.65% of portfolio
4,488
Q3 2025 Added 5.2%
$58.3B
$1.48 Million 0.62% of portfolio
10,133
Q3 2025 Reduced 1.68%
$79.5B
$1.41 Million 0.58% of portfolio
11,234
Q3 2025 Reduced 0.14%
$51.6B
$1.19 Million 0.5% of portfolio
5,085
Q3 2025 Reduced 1.01%
$122B
$953,000 0.4% of portfolio
1,366
Q3 2025 New
$34B
$925,000 0.38% of portfolio
5,365
Q2 2025 Reduced 3.59%
$19.6B
$517,000 0.22% of portfolio
5,556
Q3 2025 Reduced 3.26%
$159B
$412,000 0.17% of portfolio
1,461
Q2 2025 Reduced 18.74%
$108B
$412,000 0.17% of portfolio
1,406
Q3 2025 Reduced 3.03%
$161B
$333,000 0.14% of portfolio
4,416
Q3 2025 Reduced 0.83%
$127B
$340,000 0.14% of portfolio
683
Q3 2025 Reduced 5.92%
$171B
$291,000 0.12% of portfolio
3,050
Q3 2025 Reduced 0.39%
$61.8B
$219,000 0.09% of portfolio
1,952
Q3 2025 Reduced 7.27%

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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