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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.08T
$1.9 Million 0.79% of portfolio
5,971
Q2 2025 Reduced 2.19%
$0
$1.87 Million 0.78% of portfolio
42,512
Q2 2025 Reduced 1.46%
$5.25B
$1.77 Million 0.74% of portfolio
33,380
Q2 2025 Added 2.47%
$70.1B
$1.61 Million 0.67% of portfolio
10,306
Q2 2025 Reduced 2.0%
$10B
$1.56 Million 0.65% of portfolio
3,220
Q2 2025 New
$155B
$1.57 Million 0.65% of portfolio
12,690
Q2 2025 Added 0.5%
$0
$1.52 Million 0.64% of portfolio
59,477
Q2 2025 Added 1.34%
$0
$1.49 Million 0.62% of portfolio
55,804
Q2 2025 Added 1.33%
$79.5B
$1.41 Million 0.59% of portfolio
11,250
Q2 2025 Added 2.07%
$2.26T
$1.41 Million 0.59% of portfolio
6,427
Q2 2025 New
$0
$1.35 Million 0.56% of portfolio
78,984
Q2 2025 Added 1.78%
$0
$1.32 Million 0.55% of portfolio
51,912
Q2 2025 Added 0.79%
$17.3B
$1.33 Million 0.55% of portfolio
4,266
Q2 2025 Added 0.73%
$0
$1.25 Million 0.52% of portfolio
46,001
Q2 2025 Added 1.14%
$57.4B
$1.25 Million 0.52% of portfolio
5,137
Q2 2025 Added 0.2%
$0
$1.21 Million 0.5% of portfolio
47,520
Q2 2025 Added 1.96%
$281B
$947,000 0.4% of portfolio
9,695
Q2 2025 Added 0.89%
$36.2B
$822,000 0.34% of portfolio
5,365
Q2 2025 Reduced 3.59%
$0
$738,000 0.31% of portfolio
1,300
Q2 2025 Added 1.17%
$0
$664,000 0.28% of portfolio
16,339
Q2 2025 Added 2.3%
$0
$679,000 0.28% of portfolio
13,632
Q2 2025 Reduced 8.76%
$0
$614,000 0.26% of portfolio
26,797
Q2 2025 Reduced 1.29%
$0
$613,000 0.26% of portfolio
19,192
Q2 2025 Added 4.11%
$0
$630,000 0.26% of portfolio
26,988
Q2 2025 Reduced 0.33%
$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%
$0
$527,000 0.22% of portfolio
23,461
Q2 2025 Reduced 1.68%
$0
$499,000 0.21% of portfolio
22,790
Q2 2025 Reduced 4.68%
$0
$498,000 0.21% of portfolio
12,632
Q2 2025 Added 3.32%
$0
$513,000 0.21% of portfolio
22,943
Q2 2025 Reduced 1.39%
$18.5B
$477,000 0.2% of portfolio
5,743
Q2 2025 Reduced 84.25%
$124B
$447,000 0.19% of portfolio
1,450
Q2 2025 Added 2.33%
$0
$415,000 0.17% of portfolio
6,194
Q2 2025 Added 7.46%
$152B
$407,000 0.17% of portfolio
1,461
Q2 2025 Reduced 18.74%
$0
$385,000 0.16% of portfolio
9,083
Q2 2025 New
$0
$353,000 0.15% of portfolio
4,989
Q2 2025 Added 0.48%
$368B
$337,000 0.14% of portfolio
2,119
Q2 2025 Added 0.19%
$113B
$336,000 0.14% of portfolio
726
Q2 2025 Added 1.11%
$621B
$320,000 0.13% of portfolio
659
Q2 2025 Added 0.15%
$141B
$309,000 0.13% of portfolio
4,453
Q2 2025 Added 3.65%
$229B
$315,000 0.13% of portfolio
2,320
Q2 2025 Reduced 0.77%
$0
$302,000 0.13% of portfolio
9,375
Q2 2025 New
$0
$315,000 0.13% of portfolio
4,952
Q2 2025 Reduced 12.99%
$442B
$306,000 0.13% of portfolio
2,843
Q3 2024 Reduced 1.25%
$179B
$279,000 0.12% of portfolio
3,062
Q2 2025 Reduced 18.06%
$551B
$284,000 0.12% of portfolio
801
Q2 2025 Added 5.12%
$53.5B
$299,000 0.12% of portfolio
4,806
Q1 2025 New
$52.6B
$232,000 0.1% of portfolio
3,243
Q2 2025 Added 0.68%
$0
$228,000 0.1% of portfolio
1,680
Q4 2023 Reduced 0.24%

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
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