Signet Financial Management, LLC Reduced Holdings in Q1 2025

Signet Financial Management, LLC

  • $718 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-28.5K
- 19.54%
$209.68 - $247.1 $5.97M - $7.03M
117K $26M
SPYG
Spdr Portfolio

ETFs
-63.8K
- 14.73%
$80.05 - $92.39 $5.11M - $5.9M
369K $29.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-84.1K
- 13.33%
$49.78 - $53.19 $4.19M - $4.47M
547K $27.7M
AVGO
Broadcom Inc.

Technology
-643
- 1.21%
$167.43 - $244.7 $108K - $157K
52.3K $8.76M
VUG
Vanguard Growth ETF

ETFs
-3.1K
- 6.29%
$369.1 - $427.61 $1.15M - $1.33M
46.2K $17.1M
KO
Coca Cola CO

Consumer Defensive
-46.5K
- 93.27%
$60.81 - $72.32 $2.83M - $3.36M
3.36K $240K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-18K
- 12.08%
$77.91 - $92.26 $1.4M - $1.66M
131K $10.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-21K
- 12.45%
$75.47 - $84.24 $1.58M - $1.77M
148K $11.3M
MSFT
Microsoft Corp

Technology
-1.83K
- 6.22%
$375.39 - $447.2 $688K - $820K
27.6K $10.4M
CGGR
Capital Group Growth ETF Shs C

ETFs
-29.7K
- 25.25%
$33.98 - $39.84 $1.01M - $1.18M
88K $3.02M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-8.71K
- 13.07%
$80.73 - $94.96 $703K - $827K
57.9K $4.76M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-26K
- 15.76%
$27.56 - $32.1 $717K - $835K
139K $3.91M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-11.7K
- 13.36%
$100.34 - $100.68 $1.17M - $1.18M
75.8K $7.63M
AGZ
Ishares Agency Bond ETF

ETFs
-10.4K
- 14.26%
$107.46 - $109.48 $1.11M - $1.13M
62.3K $6.81M
XLE
Energy Sector Spdr

ETFs
-12.3K
- 73.33%
$85.7 - $93.96 $1.05M - $1.15M
4.46K $411K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29.1K
- 15.38%
$37.07 - $40.63 $1.08M - $1.18M
160K $6.31M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-24.8K
- 18.66%
$32.57 - $35.82 $809K - $889K
108K $3.56M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-32K
- 7.5%
$28.92 - $29.24 $926K - $936K
395K $11.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-941
- 5.99%
$333.37 - $384.99 $314K - $362K
14.8K $4.93M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-43.6K
- 14.37%
$33.84 - $37.77 $1.47M - $1.65M
260K $9.54M
XLK
Technology Sector Spdr

ETFs
-1.29K
- 6.63%
$206.38 - $242.18 $267K - $313K
18.2K $3.76M
XLV
Select Sector Spdr Fund Health

ETFs
-5.82K
- 61.07%
$137.61 - $149.68 $801K - $871K
3.71K $536K
PEP
Pepsico Inc

Consumer Defensive
-4.57K
- 65.96%
$142.64 - $156.42 $651K - $714K
2.36K $353K
NVDA
Nvidia Corp

Technology
-518
- 2.18%
$106.98 - $149.43 $55.4K - $77.4K
23.2K $2.52M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-18.7K
- 8.11%
$48.43 - $49.9 $907K - $935K
212K $10.6M
CRM
Salesforce, Inc.

Technology
-126
- 1.58%
$268.36 - $359.95 $33.8K - $45.4K
7.87K $2.11M
HD
Home Depot, Inc.

Consumer Cyclical
-1.07K
- 14.85%
$347.25 - $424.87 $373K - $456K
6.16K $2.26M
VTV
Vanguard Value ETF

ETFs
-3.54K
- 8.04%
$167.73 - $179.21 $594K - $634K
40.5K $6.92M
USFR
Wisdomtree Floating Rate Treas

ETFs
-10.6K
- 6.17%
$50.29 - $50.5 $533K - $536K
161K $8.12M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-18K
- 25.4%
$34.14 - $37.91 $614K - $682K
52.8K $1.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-17.6K
- 9.82%
$29.82 - $30.1 $525K - $530K
162K $4.86M
VIG
Vanguard Dividend Appreciation

ETFs
-2.69K
- 5.65%
N/A
44.8K $8.16M
XLC
Select Sector Spdr Tr Communic

ETFs
-4.69K
- 22.72%
$94.84 - $105.31 $445K - $494K
15.9K $1.53M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-30.7K
- 16.69%
$25.54 - $28.79 $783K - $883K
153K $4.29M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.24K
- 63.29%
$307.43 - $357.48 $380K - $442K
717 $221K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-551
- 9.15%
$360.07 - $417.26 $198K - $230K
5.47K $1.97M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.15K
- 6.55%
$183.02 - $207.75 $210K - $238K
16.4K $3.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.64K
- 10.56%
$32.42 - $36.13 $248K - $276K
64.7K $2.12M
VGSH
Vanguard

ETFs
-6.73K
- 8.06%
$58.07 - $58.69 $391K - $395K
76.7K $4.5M
GOOGL
Alphabet Inc.

Communication Services
-56
- 0.57%
$154.33 - $206.19 $8.64K - $11.5K
9.73K $1.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.5K
- 17.0%
$100.32 - $100.76 $351K - $353K
17.1K $1.72M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.24K
- 22.2%
$64.88 - $72.1 $275K - $306K
14.9K $971K
VOT
Vanguard Mid Cap Growth Index

ETFs
-846
- 5.87%
$237.72 - $276.98 $201K - $234K
13.6K $3.31M
VBK
Vanguard Small Cap Growth ETF

ETFs
-847
- 19.33%
$247.97 - $296.33 $210K - $251K
3.54K $894K
AVIG
American Centy ETF Tr Avantis

ETFs
-8.25K
- 14.84%
$40.06 - $41.55 $330K - $343K
47.3K $1.95M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-3.6K
- 7.72%
$94.87 - $96.11 $342K - $346K
43.1K $4.13M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.11K
- 4.87%
$77.33 - $90.16 $86K - $100K
21.7K $1.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.52K
- 7.84%
$156.61 - $168.02 $238K - $255K
17.8K $2.84M
XLY
Select Sector Spdr Consumer Di

ETFs
-568
- 8.59%
$192.6 - $233.2 $109K - $132K
6.04K $1.19M
Activity Summary
Buys All Purchases 112 New Holdings 29 Increased Positions 83 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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