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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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