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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$261B
$1.67 Million 0.7% of portfolio
7,055
Q3 2025 Reduced 1.01%
$109B
$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%
$0
$1.52 Million 0.63% of portfolio
59,362
Q3 2025 Reduced 0.19%
$67.6B
$1.48 Million 0.62% of portfolio
10,133
Q3 2025 Reduced 1.68%
$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%
$2.59T
$1.41 Million 0.59% of portfolio
6,440
Q3 2025 Added 0.2%
$79.5B
$1.41 Million 0.58% of portfolio
11,234
Q3 2025 Reduced 0.14%
$0
$1.37 Million 0.57% of portfolio
46,397
Q3 2025 Added 0.86%
$8.91B
$1.35 Million 0.56% of portfolio
3,181
Q3 2025 Reduced 1.21%
$0
$1.33 Million 0.55% of portfolio
52,345
Q3 2025 Added 0.83%
$0
$1.2 Million 0.5% of portfolio
46,985
Q3 2025 Reduced 1.13%
$52.4B
$1.19 Million 0.5% of portfolio
5,085
Q3 2025 Reduced 1.01%
$294B
$1.09 Million 0.46% of portfolio
16,510
Q3 2025 Reduced 0.61%
$124B
$953,000 0.4% of portfolio
1,366
Q3 2025 New
$0
$841,000 0.35% of portfolio
1,374
Q3 2025 Added 5.69%
$276B
$823,000 0.34% of portfolio
7,992
Q3 2025 Reduced 17.57%
$0
$718,000 0.3% of portfolio
16,349
Q3 2025 Added 0.06%
$907B
$650,000 0.27% of portfolio
2,063
Q3 2025 Added 0.05%
$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%
$852B
$545,000 0.23% of portfolio
715
Q3 2024 Reduced 11.51%
$0
$547,000 0.23% of portfolio
13,020
Q3 2025 Added 3.07%
$19.7B
$517,000 0.22% of portfolio
5,556
Q3 2025 Reduced 3.26%
$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%
$159B
$412,000 0.17% of portfolio
1,461
Q2 2025 Reduced 18.74%
$0
$399,000 0.17% of portfolio
9,083
Q2 2025 New
$107B
$412,000 0.17% of portfolio
1,406
Q3 2025 Reduced 3.03%
$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%
$161B
$333,000 0.14% of portfolio
4,416
Q3 2025 Reduced 0.83%
$0
$340,000 0.14% of portfolio
4,967
Q3 2025 Added 0.3%
$128B
$340,000 0.14% of portfolio
683
Q3 2025 Reduced 5.92%
$474B
$320,000 0.13% of portfolio
2,843
Q3 2024 Reduced 1.25%
$169B
$291,000 0.12% of portfolio
3,050
Q3 2025 Reduced 0.39%
$351B
$300,000 0.12% of portfolio
1,957
Q3 2025 Reduced 7.65%
$0
$257,000 0.11% of portfolio
3,489
Q3 2025 Added 9.54%
$621B
$239,000 0.1% of portfolio
476
Q3 2025 Reduced 27.77%
$218B
$243,000 0.1% of portfolio
801
Q3 2025 Reduced 4.3%
$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

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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