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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$452B
$4.44 Million 1.85% of portfolio
29,039
Q2 2025 Added 1.44%
$302B
$3.84 Million 1.6% of portfolio
26,829
Q2 2025 Reduced 0.04%
$202B
$3.38 Million 1.41% of portfolio
25,601
Q2 2025 Added 5.93%
$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%
$201B
$2.54 Million 1.06% of portfolio
3,219
Q2 2025 Added 0.69%
$3.69T
$2.18 Million 0.91% of portfolio
10,604
Q2 2025 Added 0.74%
$1.24T
$2.02 Million 0.84% of portfolio
11,402
Q2 2025 Added 0.1%
$232B
$1.94 Million 0.81% of portfolio
7,127
Q2 2025 Added 0.34%
$1.08T
$1.9 Million 0.79% of portfolio
5,971
Q2 2025 Reduced 2.19%
$2.26T
$1.41 Million 0.59% of portfolio
6,427
Q2 2025 New
$281B
$947,000 0.4% of portfolio
9,695
Q2 2025 Added 0.89%
$859B
$597,000 0.25% of portfolio
2,062
Q2 2025 Reduced 6.82%
$608B
$557,000 0.23% of portfolio
715
Q3 2024 Reduced 11.51%
$368B
$337,000 0.14% of portfolio
2,119
Q2 2025 Added 0.19%
$621B
$320,000 0.13% of portfolio
659
Q2 2025 Added 0.15%
$229B
$315,000 0.13% of portfolio
2,320
Q2 2025 Reduced 0.77%
$442B
$306,000 0.13% of portfolio
2,843
Q3 2024 Reduced 1.25%
$551B
$284,000 0.12% of portfolio
801
Q2 2025 Added 5.12%
$222B
$244,000 0.1% of portfolio
837
Q2 2025 Added 18.05%

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