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
$4.53B
$1.89 Million 0.78% of portfolio
32,574
Q1 2025 Added 10.72%
$100B
$1.77 Million 0.73% of portfolio
5,025
Q1 2025 Added 0.84%
$1.1T
$1.78 Million 0.73% of portfolio
11,391
Q1 2025 Added 4.02%
$78.2B
$1.73 Million 0.71% of portfolio
10,516
Q1 2025 Added 10.47%
$1.03T
$1.58 Million 0.65% of portfolio
6,105
Q1 2025 Added 7.71%
$204B
$1.53 Million 0.63% of portfolio
1,921
Q1 2025 Added 6.49%
$97.7B
$1.54 Million 0.63% of portfolio
4,560
Q1 2025 Added 3.87%
$146B
$1.54 Million 0.63% of portfolio
12,627
Q1 2025 Added 1.18%
$57.4B
$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%
$17.1B
$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%
$11.3B
$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%
$313B
$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%
$193B
$1.02 Million 0.42% of portfolio
2,665
Q1 2025 Added 20.48%
$264B
$843,000 0.35% of portfolio
9,609
Q1 2025 Reduced 2.0%
$31.6B
$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%
$767B
$590,000 0.24% of portfolio
715
Q3 2024 Reduced 11.51%
$157B
$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%
$788B
$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%
$131B
$432,000 0.18% of portfolio
1,417
Q1 2025 Added 6.46%
$386B
$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%
$648B
$350,000 0.14% of portfolio
658
Q1 2025 Added 7.17%
$447B
$338,000 0.14% of portfolio
2,843
Q3 2024 Reduced 1.25%
$235B
$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
$160B
$292,000 0.12% of portfolio
3,737
Q1 2025 Reduced 85.04%
$143B
$304,000 0.12% of portfolio
4,296
Q1 2025 New
$53.2B
$283,000 0.12% of portfolio
4,806
Q1 2025 New
$606B
$267,000 0.11% of portfolio
762
Q1 2025 Added 11.89%
$206B
$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
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