Signature Wealth Management Group Portfolio Holdings

Signature Wealth Management Group

  • $244 Million
  • Q1 2025

Signature Wealth Management Group has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Southern CO with a value of $11.2M, Ishares Ibonds Dec 2025 Term C with a value of $9.03M, Ishares Tr Ibonds Dec 2027 Ter with a value of $6.21M, Ishares Tr Ibonds Dec 2029 Ter with a value of $5.64M, and Ishares Tr Ibonds Dec 2026 Ter with a value of $5.47M.

Examining the 13F form we can see an increase of $7.28M in the current position value, from $236M to 244M.

Below you can find more details about Signature Wealth Management Group portfolio as well as his latest detailed transactions.

Portfolio value $244 Million
ETFs: $66.4 Million
Technology: $32.6 Million
Healthcare: $25.9 Million
Consumer Defensive: $24.6 Million
Consumer Cyclical: $16.3 Million
Utilities: $14.8 Million
Industrials: $13.7 Million
Financial Services: $12.4 Million
Other: $27.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.6B
$1.89 Million 0.78% of portfolio
32,574
Q1 2025 Added 10.72%
$91.3B
$1.77 Million 0.73% of portfolio
5,025
Q1 2025 Added 0.84%
$997B
$1.78 Million 0.73% of portfolio
11,391
Q1 2025 Added 4.02%
$71.8B
$1.73 Million 0.71% of portfolio
10,516
Q1 2025 Added 10.47%
$900B
$1.58 Million 0.65% of portfolio
6,105
Q1 2025 Added 7.71%
$191B
$1.53 Million 0.63% of portfolio
1,921
Q1 2025 Added 6.49%
$80.6B
$1.54 Million 0.63% of portfolio
4,560
Q1 2025 Added 3.87%
$147B
$1.54 Million 0.63% of portfolio
12,627
Q1 2025 Added 1.18%
$50.8B
$1.52 Million 0.62% of portfolio
8,005
Q1 2025 Added 7.02%
$0
$1.5 Million 0.62% of portfolio
58,693
Q1 2025 Reduced 0.78%
$0
$1.47 Million 0.6% of portfolio
55,070
Q1 2025 Reduced 0.79%
$16.4B
$1.43 Million 0.59% of portfolio
4,235
Q1 2025 Reduced 1.67%
$79.5B
$1.38 Million 0.57% of portfolio
11,022
Q1 2025 Reduced 3.66%
$6.8B
$1.34 Million 0.55% of portfolio
5,943
Q1 2025 New
$0
$1.31 Million 0.54% of portfolio
77,604
Q1 2025 Reduced 0.1%
$0
$1.3 Million 0.53% of portfolio
51,506
Q1 2025 Added 1.97%
$311B
$1.19 Million 0.49% of portfolio
16,603
Q1 2025 Added 2.59%
$0
$1.18 Million 0.48% of portfolio
46,606
Q1 2025 Reduced 1.41%
$0
$1.13 Million 0.46% of portfolio
45,482
Q1 2025 Added 0.91%
$171B
$1.02 Million 0.42% of portfolio
2,665
Q1 2025 Added 20.48%
$258B
$843,000 0.35% of portfolio
9,609
Q1 2025 Reduced 2.0%
$29.5B
$773,000 0.32% of portfolio
5,565
Q1 2025 Added 2.2%
$0
$753,000 0.31% of portfolio
14,941
Q1 2025 Reduced 9.42%
$0
$660,000 0.27% of portfolio
1,285
Q1 2025 Added 2.47%
$0
$632,000 0.26% of portfolio
27,078
Q1 2025 Added 19.47%
$0
$622,000 0.26% of portfolio
27,146
Q1 2025 Added 44.57%
$840B
$590,000 0.24% of portfolio
715
Q3 2024 Reduced 11.51%
$150B
$560,000 0.23% of portfolio
1,798
Q1 2025 Added 0.11%
$0
$547,000 0.22% of portfolio
15,972
Q1 2025 Reduced 3.99%
$714B
$542,000 0.22% of portfolio
2,213
Q1 2025 Reduced 3.74%
$0
$535,000 0.22% of portfolio
23,863
Q1 2025 Added 24.09%
$0
$522,000 0.21% of portfolio
18,435
Q1 2025 Added 4.22%
$0
$520,000 0.21% of portfolio
23,908
Q1 2025 Added 23.42%
$0
$517,000 0.21% of portfolio
23,266
Q1 2025 Added 29.46%
$0
$435,000 0.18% of portfolio
12,226
Q1 2025 Added 5.77%
$121B
$432,000 0.18% of portfolio
1,417
Q1 2025 Added 6.46%
$382B
$360,000 0.15% of portfolio
2,115
Q1 2025 Added 8.91%
$0
$348,000 0.14% of portfolio
5,764
Q1 2025 Added 81.66%
$0
$340,000 0.14% of portfolio
5,691
Q1 2025 Reduced 8.68%
$691B
$350,000 0.14% of portfolio
658
Q1 2025 Added 7.17%
$452B
$338,000 0.14% of portfolio
2,843
Q3 2024 Reduced 1.25%
$226B
$310,000 0.13% of portfolio
2,338
Q1 2025 Added 5.65%
$125B
$320,000 0.13% of portfolio
718
Q1 2025 Added 7.0%
$0
$316,000 0.13% of portfolio
4,965
Q1 2025 New
$145B
$292,000 0.12% of portfolio
3,737
Q1 2025 Reduced 85.04%
$130B
$304,000 0.12% of portfolio
4,296
Q1 2025 New
$52.9B
$283,000 0.12% of portfolio
4,806
Q1 2025 New
$548B
$267,000 0.11% of portfolio
762
Q1 2025 Added 11.89%
$210B
$242,000 0.1% of portfolio
2,706
Q1 2025 Reduced 39.41%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $244 Million
  • Prior Value $236 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 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