Signet Financial Management, LLC Sells in Q2 2025

Signet Financial Management, LLC

  • $760 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-130K
- 80.46%
$50.28 - $50.47 $6.53M - $6.55M
31.5K $1.59M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-98.2K
- 90.74%
$29.36 - $35.56 $2.88M - $3.49M
10K $356K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-116K
- 91.86%
$21.85 - $22.76 $2.54M - $2.64M
10.3K $233K
IVV
Ishares Core S&P 500 ETF

ETFs
-2.97K
- 23.57%
$498.8 - $620.9 $1.48M - $1.84M
9.62K $5.97M
ABBV
Abb Vie Inc.

Healthcare
-154
- 0.37%
$170.16 - $206.27 $26.2K - $31.8K
41.3K $7.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-36K
- 6.59%
$45.11 - $52.34 $1.62M - $1.88M
511K $26.7M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-12.4K
- 8.36%
$66.87 - $79.47 $826K - $982K
135K $10.8M
LLY
Eli Lilly & CO

Healthcare
-73
- 0.68%
$713.71 - $898.95 $52.1K - $65.6K
10.6K $8.29M
NEE
Nextera Energy Inc

Utilities
-7.1K
- 41.79%
$64.11 - $75.0 $455K - $532K
9.89K $686K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-20
- 0.5%
$483.07 - $625.6 $9.66K - $12.5K
3.98K $2.09M
VIG
Vanguard Dividend Appreciation

ETFs
-2.25K
- 5.02%
N/A
42.6K $7.75M
JNJ
Johnson & Johnson

Healthcare
-968
- 5.59%
$146.36 - $159.82 $142K - $155K
16.3K $2.5M
AMGN
Amgen Inc

Healthcare
-394
- 5.7%
$262.28 - $309.85 $103K - $122K
6.52K $1.82M
EOG
Eog Resources Inc

Energy
-322
- 1.1%
$104.61 - $129.97 $33.7K - $41.9K
29K $3.47M
MAS
Masco Corp

Industrials
-146
- 0.29%
$58.73 - $71.06 $8.57K - $10.4K
50K $3.22M
ACN
Accenture PLC

Technology
-719
- 27.26%
$279.23 - $323.21 $201K - $232K
1.92K $573K
SPY
Spdr S&P 500 ETF Trust

ETFs
-840
- 17.85%
$496.48 - $617.85 $417K - $519K
3.87K $2.39M
VGSH
Vanguard

ETFs
-3.61K
- 4.7%
$58.32 - $58.95 $210K - $213K
73.1K $4.3M
MOH
Molina Healthcare, Inc.

Healthcare
-58
- 0.97%
$290.25 - $353.24 $16.8K - $20.5K
5.94K $1.77M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.98K
- 11.59%
$100.04 - $100.54 $198K - $199K
15.1K $1.52M
PG
Procter & Gamble CO

Consumer Defensive
-205
- 1.4%
$157.66 - $172.39 $32.3K - $35.3K
14.4K $2.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-266
- 4.62%
$285.55 - $321.23 $76K - $85.4K
5.49K $1.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-24
- 0.17%
$126.84 - $145.22 $3.04K - $3.49K
14.1K $1.82M
VTV
Vanguard Value ETF

ETFs
-2.41K
- 5.95%
$153.67 - $176.74 $370K - $426K
38.1K $6.73M
GIS
General Mills Inc

Consumer Defensive
-923
- 5.4%
$50.37 - $60.97 $46.5K - $56.3K
16.2K $837K
CMCSA
Comcast Corp

Communication Services
-1.68K
- 1.7%
$32.84 - $36.72 $55.1K - $61.7K
97.1K $3.46M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-3.61K
- 27.11%
$40.64 - $47.27 $147K - $171K
9.71K $452K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-11.7K
- 8.38%
$24.21 - $29.47 $282K - $343K
127K $3.75M
CGGR
Capital Group Growth ETF Shs C

ETFs
-17.6K
- 20.04%
$30.53 - $40.65 $539K - $717K
70.4K $2.86M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-3.16K
- 4.34%
$50.52 - $50.92 $160K - $161K
69.7K $3.55M
IT
Gartner Inc

Technology
-84
- 1.13%
$377.5 - $449.52 $31.7K - $37.8K
7.38K $2.98M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-1.35K
- 28.3%
$82.14 - $94.68 $111K - $128K
3.42K $314K
JHMM
John Hancock Multifactor Mid C

ETFs
-2.5K
- 29.77%
$50.32 - $61.13 $126K - $153K
5.89K $360K
JPIN
Jp Morgan Diversified Return I

ETFs
-3.17K
- 23.52%
$52.18 - $64.25 $165K - $204K
10.3K $661K
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.8K
- 11.32%
$37.54 - $38.74 $105K - $109K
22K $840K
SSNC
Ss&C Technologies Holdings Inc

Technology
-761
- 1.2%
$71.96 - $83.42 $54.8K - $63.5K
62.5K $5.18M
AVUS
American Centy ETF Tr Avantis

ETFs
-1.86K
- 21.36%
$81.38 - $100.82 $152K - $188K
6.86K $691K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-995
- 1.31%
$100.35 - $100.71 $99.8K - $100K
74.8K $7.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.75K
- 7.3%
$114.78 - $133.31 $200K - $233K
22.2K $2.95M
AVUV
American Centy ETF Tr Avantis

ETFs
-990
- 28.29%
$75.17 - $91.21 $74.4K - $90.3K
2.51K $228K
PEP
Pepsico Inc

Consumer Defensive
-244
- 10.36%
$128.02 - $151.37 $31.2K - $36.9K
2.11K $278K
DVY
Ishares Tr

ETFs
-562
- 6.74%
$118.37 - $134.86 $66.5K - $75.8K
7.78K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6
- 0.44%
$483.48 - $539.8 $2.9K - $3.24K
1.37K $665K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.07K
- 6.55%
$162.76 - $195.77 $174K - $210K
15.3K $2.98M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.52K
- 1.66%
$49.18 - $50.17 $74.6K - $76.1K
90.1K $4.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.21K
- 7.94%
$90.56 - $109.49 $110K - $133K
14K $1.53M
XOM
Exxon Mobil Corp

Energy
-22
- 0.54%
$99.93 - $119.04 $2.2K - $2.62K
4.08K $439K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
-1.61K
- 1.22%
$28.96 - $32.46 $46.6K - $52.2K
130K $4.17M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-5.94K
- 11.24%
$32.02 - $39.74 $190K - $236K
46.9K $1.86M
Activity Summary
Buys All Purchases 140 New Holdings 21 Increased Positions 119 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Signet Financial Management, LLC Portfolio

Follow Signet Financial Management, LLC 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 Signet Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signet Financial Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email