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
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.29K
- 15.33%
$42.18 - $45.16 $54.4K - $58.2K
7.12K $311K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11
- 0.66%
$507.05 - $563.67 $5.58K - $6.2K
1.65K $843K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.15K
- 6.39%
$25.93 - $29.28 $29.9K - $33.8K
16.9K $459K
DIS
Walt Disney CO

Communication Services
-52
- 1.75%
$96.87 - $114.0 $5.04K - $5.93K
2.91K $287K
JPIN
Jp Morgan Diversified Return I

ETFs
-1.8K
- 11.76%
$52.75 - $58.91 $94.7K - $106K
13.5K $775K
ADP
Automatic Data Processing Inc

Industrials
-253
- 8.73%
$286.85 - $318.64 $72.6K - $80.6K
2.64K $807K
QCOM
Qualcomm Inc

Technology
-268
- 9.81%
$151.94 - $175.86 $40.7K - $47.1K
2.46K $378K
TIP
Ishares Tr Tips Bd ETF

ETFs
-507
- 10.37%
$106.22 - $111.09 $53.9K - $56.3K
4.38K $484K
HYMU
Blackrock ETF Tr Ii High Yield
-1.72K
- 11.49%
$22.43 - $23.19 $38.6K - $39.9K
13.3K $304K
DISV
Dimensional ETF Tr Dimensional

ETFs
-3.85K
- 14.34%
$26.09 - $30.21 $100K - $116K
23K $678K
JPIE
J P Morgan Exchange Traded Fd
-719
- 10.03%
$45.46 - $46.18 $32.7K - $33.2K
6.45K $297K
MRK
Merck & Co., Inc.

Healthcare
-62
- 2.47%
$83.01 - $101.02 $5.15K - $6.26K
2.45K $219K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.64K
- 4.21%
$25.35 - $27.46 $41.6K - $45.1K
37.4K $993K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-101
- 2.03%
$48.9 - $56.81 $4.94K - $5.74K
4.87K $238K
TGNA
Tegna Inc

Communication Services
-1.18K
- 5.87%
$16.63 - $18.95 $19.6K - $22.3K
18.9K $344K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-175
- 4.01%
$63.44 - $70.44 $11.1K - $12.3K
4.19K $268K
DVY
Ishares Tr

ETFs
-256
- 2.98%
$128.58 - $138.1 $32.9K - $35.4K
8.34K $1.11M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-174
- 3.52%
$90.18 - $98.47 $15.7K - $17.1K
4.77K $444K
DFAX
Dimensional ETF Tr
-2.26K
- 8.26%
$24.45 - $27.2 $55.4K - $61.6K
25.1K $663K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-1.37K
- 11.7%
$23.92 - $26.89 $32.7K - $36.7K
10.3K $269K
IBB
Ishares Biotechnology ETF

ETFs
-89
- 3.44%
$127.9 - $140.56 $11.4K - $12.5K
2.5K $325K
IYG
Ishares Tr

ETFs
-120
- 3.17%
$74.6 - $84.81 $8.95K - $10.2K
3.67K $284K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-335
- 6.56%
$52.31 - $54.02 $17.5K - $18.1K
4.77K $257K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-132
- 3.86%
$62.72 - $71.92 $8.28K - $9.49K
3.29K $208K
BMY
Bristol Myers Squibb CO

Healthcare
-1.06K
- 7.96%
$53.9 - $63.11 $57.2K - $67K
12.3K $747K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-208
- 3.09%
$58.32 - $65.09 $12.1K - $13.5K
6.52K $387K
PLD
Prologis, Inc.

Real Estate
-161
- 7.05%
$103.59 - $124.04 $16.7K - $20K
2.12K $237K
Gsk PLC
-217
- 2.31%
N/A
9.2K $0
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-103
- 0.11%
$49.75 - $50.27 $5.12K - $5.18K
91.6K $4.57M
CGMU
Capital Group Core Plus Income
-3.51K
- 3.52%
N/A
96.4K $0
PM
Philip Morris International Inc.

Consumer Defensive
-391
- 22.55%
$117.15 - $158.79 $45.8K - $62.1K
1.34K $213K
ORI
Old Republic International Corp

Financial Services
-745
- 6.44%
$33.46 - $39.22 $24.9K - $29.2K
10.8K $424K
UNH
Unitedhealth Group Inc

Healthcare
-8
- 1.28%
$461.52 - $548.18 $3.69K - $4.39K
619 $324K
GLD
Spdr Gold Trust

ETFs
-105
- 12.64%
$243.19 - $288.14 $25.5K - $30.3K
726 $209K
MO
Altria Group, Inc.

Consumer Defensive
-522
- 9.83%
$50.81 - $60.02 $26.5K - $31.3K
4.79K $287K
BK
Bank Of New York Mellon Corp

Financial Services
-536
- 6.8%
$75.42 - $88.95 $40.4K - $47.7K
7.35K $616K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
-2.35K
- 7.43%
$22.15 - $24.94 $52K - $58.6K
29.3K $728K
IHF
Ishares Tr

ETFs
-131
- 2.63%
$47.84 - $53.21 $6.27K - $6.97K
4.86K $254K
NXST
Nexstar Media Group, Inc.

Communication Services
-156
- 7.3%
$146.34 - $182.75 $22.8K - $28.5K
1.98K $355K
ETR
Entergy Corp

Utilities
-309
- 6.42%
$75.26 - $87.89 $23.3K - $27.2K
4.5K $384K
XOM
Exxon Mobil Corp

Energy
-196
- 4.56%
$105.44 - $118.93 $20.7K - $23.3K
4.1K $487K
ELV
Elevance Health, Inc.

Healthcare
-54
- 6.19%
$365.9 - $436.25 $19.8K - $23.6K
819 $353K
SBUX
Starbucks Corp

Consumer Cyclical
-145
- 2.0%
$91.75 - $115.81 $13.3K - $16.8K
7.1K $694K
PG
Procter & Gamble CO

Consumer Defensive
-34
- 0.23%
$158.56 - $176.26 $5.39K - $5.99K
14.6K $2.49M
UNM
Unum Group

Financial Services
-763
- 6.33%
$71.8 - $83.34 $54.8K - $63.6K
11.3K $919K
IEF
Ishares Barclays

ETFs
-547
- 1.51%
$91.17 - $95.39 $49.9K - $52.2K
35.7K $3.39M
GLDM
World Gold Trust

ETFs
-441
- 5.28%
$52.19 - $61.89 $23K - $27.3K
7.91K $482K
VZ
Verizon Communications Inc

Communication Services
-747
- 3.66%
$37.81 - $46.49 $28.2K - $34.7K
19.7K $892K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 1.85%
$442.66 - $534.52 $11.5K - $13.9K
1.38K $722K
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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